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Cooper Financial Group 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cooper Financial Group
报告期 2026-03-31 · CIK 0001751581
持仓数
425
前50大市值合计
$666.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 83
减持 23
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
UPS
UNITED PARCEL SERVICE INC
+$6.3M
65,907
+353%
减持
TSLA
TESLA INC
+$5.7M
40,504
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$5.6M
431,737
+71%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
CALF
PACER FDS TR
-$5.0M
32,580
-76%
增持
AMZN
AMAZON COM INC
+$4.4M
106,264
+5%
增持
AAPL
APPLE INC
+$4.3M
155,597
+5%
增持
AVGO
BROADCOM INC
+$4.1M
58,475
+7%
增持
NVDA
NVIDIA CORPORATION
+$4.1M
168,318
+10%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.6M
475,706
+19%
增持
QQQ
INVESCO QQQ TR
+$3.2M
74,977
+4%
清仓
TLH
ISHARES TR
-$2.7M
0
-100%
增持
GOOGL
ALPHABET INC
+$2.6M
68,368
+10%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.4M
324,502
-8%
清仓
—
ARISTA NETWORKS INC
-$2.3M
0
-100%
增持
META
META PLATFORMS INC
+$1.9M
9,095
+53%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
15,059
+67%
清仓
—
ISHARES TR
-$1.7M
0
-100%
增持
DIS
DISNEY WALT CO
+$1.6M
20,380
+196%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.5M
96,191
+32%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$1.4M
112,686
+39%
增持
BIV
VANGUARD BD INDEX FDS
+$1.4M
400,349
+10%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.4M
1,430,875
+220%
增持
MSFT
MICROSOFT CORP
+$1.3M
54,615
+8%
增持
SPYM
SPDR SER TR
+$1.2M
46,687
+59%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$1.1M
64,464
+121%
增持
VXUS
VANGUARD STAR FDS
+$1.1M
35,956
+128%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$1.0M
0
-100%
增持
YDEC
FIRST TR EXCHNG TRADED FD VI
+$964.4K
78,020
+143%
增持
GOOG
ALPHABET INC
+$918.3K
28,879
+5%
增持
SCHZ
SCHWAB STRATEGIC TR
+$843.3K
89,418
+258%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$797.4K
4,194
-68%
减持
FSK
FS KKR CAP CORP
-$795.3K
20,267
-68%
增持
NFLX
NETFLIX INC
+$790.9K
3,620
+5%
建仓
BWXT
BWX TECHNOLOGIES INC
+$737.4K
6,620
增持
AVUV
AMERICAN CENTY ETF TR
+$735.0K
80,581
+10%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$722.5K
104,103
+12%
清仓
HUM
HUMANA INC
-$712.3K
0
-100%
增持
JBBB
JANUS DETROIT STR TR
+$706.0K
42,195
+51%
增持
WMT
WALMART INC
+$691.4K
46,958
+7%
增持
PAVE
GLOBAL X FDS
+$682.9K
498,717
+5%
增持
VOO
VANGUARD INDEX FDS
+$658.2K
3,999
+41%
清仓
—
APTIV PLC
-$626.1K
0
-100%
增持
DEI
DOUGLAS EMMETT INC
+$608.5K
614,551
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$584.9K
561,344
+222%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$569.9K
70,610
-30%
减持
GBAB
GUGGENHEIM TAXABLE MUNICP BO
-$565.9K
134,298
-9%
增持
V
VISA INC
+$536.8K
9,318
+6%
增持
COWZ
PACER FDS TR
-$532.1K
559,433
+1%
减持
—
AON PLC
-$518.9K
898
-63%
清仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$500.4K
0
-100%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$499.0K
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$495.7K
30,194
+42%
增持
IVW
ISHARES TR
+$486.4K
17,301
+30%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$478.9K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$471.8K
22,119
+22%
增持
CRM
SALESFORCE INC
+$470.1K
6,573
+4%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$466.9K
114,836
-6%
增持
IUSB
ISHARES TR
+$449.8K
73,567
+21%
减持
SPYV
SPDR SER TR
-$430.0K
135,626
-3%
增持
JAAA
JANUS DETROIT STR TR
+$429.4K
35,805
+31%
减持
DBEF
DBX ETF TR
-$426.5K
172,006
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$426.3K
3,522
+10%
清仓
APA
APA CORPORATION
-$422.5K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$417.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$415.7K
8,201
+12%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$413.7K
19,811
+0%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$406.6K
6,563
+174%
增持
AMD
ADVANCED MICRO DEVICES INC
-$405.2K
9,754
+1%
增持
BAC
BANK AMERICA CORP
+$403.6K
44,441
+14%
增持
COST
COSTCO WHSL CORP NEW
+$378.1K
4,863
+6%
增持
C
CITIGROUP INC
+$377.9K
34,414
+5%
增持
AMGN
AMGEN INC
-$371.2K
8,344
+6%
增持
MBB
ISHARES TR
+$355.9K
13,954
+45%
减持
PHM
PULTE GROUP INC
-$353.4K
5,691
-16%
增持
BKNG
BOOKING HOLDINGS INC
+$351.9K
298
+11%
减持
UNH
UNITEDHEALTH GROUP INC
-$351.9K
4,243
-1%
增持
BINC
BLACKROCK ETF TRUST II
+$351.0K
14,527
+92%
增持
IGR
CBRE GBL REAL ESTATE INC FD
-$346.2K
221,544
+3%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$338.7K
2,742
增持
SPY
SPDR S&P 500 ETF TR
+$334.8K
6,309
+8%
增持
SCHG
SCHWAB STRATEGIC TR
+$328.9K
139,802
+308%
增持
APO
APOLLO GLOBAL MGMT INC
+$326.5K
6,277
+10%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$321.6K
4,250
建仓
MRVL
MARVELL TECHNOLOGY INC
+$321.4K
2,910
建仓
SEIC
SEI INVTS CO
+$320.4K
3,885
建仓
BND
VANGUARD BD INDEX FDS
+$319.6K
4,445
增持
QUAL
ISHARES TR
+$319.5K
10,377
+22%
增持
LLY
ELI LILLY & CO
+$313.6K
2,655
+35%
减持
FTNT
FORTINET INC
+$311.3K
32,333
-9%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$310.6K
0
-100%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$308.5K
146
减持
JHMD
JOHN HANCOCK EXCHANGE TRADED
-$306.2K
69,011
-3%
增持
—
EXXON MOBIL CORP
-$303.0K
40,290
+2%
增持
MCK
MCKESSON CORP
+$302.7K
2,778
+7%
增持
NVO
NOVO-NORDISK A S
-$295.3K
11,072
+6%
增持
MA
MASTERCARD INCORPORATED
+$294.7K
3,733
+10%
建仓
AYI
ACUITY BRANDS INC
+$290.4K
994
建仓
PANW
PALO ALTO NETWORKS INC
+$284.6K
1,564
增持
COF
CAPITAL ONE FINL CORP
+$281.9K
6,297
+12%
清仓
TTD
THE TRADE DESK INC
-$280.2K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$276.7K
1,199
增持
ORCL
ORACLE CORP
+$273.7K
12,736
+17%
增持
—
ACCENTURE PLC IRELAND
+$269.2K
1,655
+87%
增持
DBX
DROPBOX INC
+$266.2K
22,466
+40%
减持
SPYG
SPDR SER TR
+$262.2K
74,674
-2%
增持
TLT
ISHARES TR
-$262.0K
50,298
+6%
减持
SPVM
INVESCO EXCHANGE TRADED FD T
-$261.5K
49,427
-7%
增持
BUYW
NORTHERN LTS FD TR IV
+$260.6K
62,540
+43%
清仓
—
BLACKROCK INC
-$258.7K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$258.5K
72,368
+246%
增持
SECT
NORTHERN LTS FD TR IV
+$257.8K
58,005
+6%
减持
—
ASTRAZENECA PLC
-$257.8K
13,467
-8%
增持
LUV
SOUTHWEST AIRLS CO
+$256.8K
26,520
+24%
清仓
ROST
ROSS STORES INC
-$256.5K
0
-100%
建仓
TMAT
NORTHERN LTS FD TR IV
+$255.5K
12,264
减持
REGN
REGENERON PHARMACEUTICALS
-$249.7K
533
-11%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$247.8K
74,537
-6%
减持
IVV
ISHARES TR
-$246.6K
11,679
-5%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$245.9K
9,546
增持
TMUS
T-MOBILE US INC
+$245.8K
9,040
+7%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$242.9K
2,356
+17%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$242.1K
103,024
+11%
增持
MRSK
NORTHERN LIGHTS FD TR
+$241.4K
15,602
+85%
增持
AXP
AMERICAN EXPRESS CO
+$240.4K
2,370
+39%
建仓
TROW
PRICE T ROWE GROUP INC
+$240.2K
2,124
建仓
TWLO
TWILIO INC
+$240.2K
2,222
清仓
—
LAM RESEARCH CORP
-$239.6K
0
-100%
减持
AGNC
AGNC INVT CORP
-$238.0K
82,655
-13%
建仓
EMB
ISHARES TR
+$237.8K
2,671
清仓
BBAG
J P MORGAN EXCHANGE TRADED F
-$235.5K
0
-100%
建仓
SKYW
SKYWEST INC
+$234.6K
2,343
增持
WSM
WILLIAMS SONOMA INC
+$232.7K
5,845
+7%
增持
MARM
FIRST TR EXCHNG TRADED FD VI
+$232.3K
18,970
+63%
清仓
EXAS
EXACT SCIENCES CORP
-$232.2K
0
-100%
增持
IVE
ISHARES TR
+$230.9K
5,075
+36%
增持
SCHW
SCHWAB CHARLES CORP
+$229.8K
13,950
+13%
减持
—
NXP SEMICONDUCTORS N V
-$229.2K
2,829
-17%
建仓
UBER
UBER TECHNOLOGIES INC
+$222.4K
3,687
建仓
SLM
SLM CORP
+$220.0K
7,976
清仓
—
HOLOGIC INC
-$219.0K
0
-100%
建仓
NOW
SERVICENOW INC
+$218.4K
206
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$215.8K
3,530
+13%
清仓
J
JACOBS SOLUTIONS INC
-$213.9K
0
-100%
建仓
—
SYNOVUS FINL CORP
+$212.2K
4,143
清仓
ZTS
ZOETIS INC
-$212.0K
0
-100%
清仓
IYH
ISHARES TR
-$211.6K
0
-100%
增持
EFV
ISHARES TR
+$211.1K
26,390
+29%
建仓
—
JANUS HENDERSON GROUP PLC
+$210.4K
4,947
增持
EFG
ISHARES TR
+$209.2K
13,820
+32%
清仓
—
SILA REALTY TRUST INC
-$209.1K
0
-100%
