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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 27
增持 64
减持 28
清仓 31
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$38.3M
0
-100%
减持
COWZ
PACER FDS TR
-$26.2M
99,161
-82%
减持
TSLA
TESLA INC
-$7.7M
33,295
-18%
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。
增持
SCHV
SCHWAB STRATEGIC TR
+$4.4M
1,569,301
+10%
减持
TLT
ISHARES TR
-$3.8M
6,474
-87%
增持
BIV
VANGUARD BD INDEX FDS
+$3.7M
438,548
+10%
增持
AVGO
BROADCOM INC
-$3.6M
59,243
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.6M
205,594
+58%
清仓
FTNT
FORTINET INC
-$3.1M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.0M
413,499
-13%
增持
AAPL
APPLE INC
-$2.7M
163,310
+5%
清仓
SPAB
SPDR SER TR
-$2.4M
0
-100%
增持
AMZN
AMAZON COM INC
-$2.2M
110,752
+4%
建仓
ANET
ARISTA NETWORKS INC
+$2.0M
25,698
增持
BOND
PIMCO ETF TR
+$2.0M
48,919
+73%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0M
360,873
+11%
增持
GOOGL
ALPHABET INC
-$1.9M
71,512
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
20,035
+2%
增持
IWP
ISHARES TR
+$1.7M
17,253
+514%
增持
DEI
DOUGLAS EMMETT INC
-$1.6M
614,553
+0%
减持
SPYG
SPDR SER TR
-$1.5M
63,373
-15%
清仓
RTX
RTX CORPORATION
-$1.4M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.4M
57,632
+6%
增持
NVDA
NVIDIA CORPORATION
-$1.4M
195,975
+16%
增持
META
META PLATFORMS INC
+$1.3M
11,534
+27%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
593,002
+6%
减持
VTI
VANGUARD INDEX FDS
-$1.2M
11,445
-24%
增持
CSCO
CISCO SYS INC
+$1.1M
32,940
+113%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
65,600
-0%
减持
CALF
PACER FDS TR
-$1.0M
11,194
-66%
增持
VOO
VANGUARD INDEX FDS
+$928.4K
5,999
+50%
增持
GOOG
ALPHABET INC
-$923.9K
29,289
+1%
减持
JHMD
JOHN HANCOCK EXCHANGE TRADED
-$892.6K
37,785
-45%
增持
V
VISA INC
+$842.4K
10,807
+16%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$839.6K
0
-100%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$804.3K
0
-100%
增持
SPYM
SPDR SER TR
+$724.1K
59,956
+28%
清仓
COR
CENCORA INC
-$721.4K
0
-100%
清仓
MDYG
SPDR SER TR
-$719.0K
0
-100%
建仓
XTEN
BONDBLOXX ETF TRUST
+$700.1K
15,033
增持
QUAL
ISHARES TR
+$688.4K
14,842
+43%
增持
PM
PHILIP MORRIS INTL INC
+$683.4K
10,403
+29%
减持
AMD
ADVANCED MICRO DEVICES INC
-$671.2K
4,935
-49%
增持
IUSB
ISHARES TR
+$654.0K
86,354
+17%
增持
IVE
ISHARES TR
+$638.7K
8,434
+66%
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$623.8K
19,816
+0%
减持
ORCL
ORACLE CORP
-$619.6K
10,748
-16%
增持
CVX
CHEVRON CORP NEW
+$614.9K
18,966
+7%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$607.8K
110,180
+15%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$588.0K
9,081
-67%
清仓
—
NXP SEMICONDUCTORS N V
-$588.0K
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
+$582.6K
12,540
+80%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$545.4K
8,560
建仓
—
APTIV PLC
+$544.0K
9,142
增持
PAVE
GLOBAL X FDS
+$537.1K
548,376
+10%
增持
BABA
ALIBABA GROUP HLDG LTD
+$536.5K
11,056
+1%
增持
MA
MASTERCARD INCORPORATED
+$514.4K
4,525
+21%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$513.4K
8,528
+212%
清仓
VBK
VANGUARD INDEX FDS
-$512.8K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
-$500.1K
83,497
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$487.6K
10,002
+22%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$478.7K
0
-100%
建仓
COWG
PACER FDS TR
+$477.7K
15,515
减持
SPYV
SPDR SER TR
-$464.3K
126,721
-7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$459.7K
5,528
+138%
减持
IWF
ISHARES TR
-$459.2K
5,762
-9%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$456.2K
111,868
-3%
清仓
TGT
TARGET CORP
-$454.3K
0
-100%
建仓
PAAA
PGIM ETF TR
+$451.6K
8,801
增持
IVW
ISHARES TR
+$448.6K
23,755
+37%
增持
IEMG
ISHARES INC
+$442.0K
23,349
+49%
增持
KO
COCA COLA CO
+$425.6K
20,781
+22%
减持
IVV
ISHARES TR
-$424.2K
11,481
-2%
减持
AMGN
AMGEN INC
+$421.8K
8,334
-0%
增持
DYNF
BLACKROCK ETF TRUST
+$420.6K
40,362
+34%
增持
LLY
ELI LILLY & CO
+$407.6K
2,976
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$405.0K
4,871
+15%
增持
JNJ
JOHNSON & JOHNSON
+$398.7K
11,516
+10%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$390.9K
4,602
清仓
—
MATTERPORT INC
-$375.3K
0
-100%
清仓
PWR
QUANTA SVCS INC
-$368.2K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$365.0K
5,097
+5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$363.0K
3,316
+41%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$362.7K
4,637
-1%
建仓
BLK
BLACKROCK INC
+$348.9K
369
增持
EFV
ISHARES TR
+$344.2K
29,332
+11%
增持
MCK
MCKESSON CORP
+$342.3K
2,861
+3%
建仓
LRCX
LAM RESEARCH CORP
+$328.0K
4,512
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$326.9K
8,555
+4%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$321.4K
0
-100%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$320.9K
4,349
增持
MBB
ISHARES TR
+$319.3K
17,046
+22%
增持
BINC
BLACKROCK ETF TRUST II
+$317.9K
20,496
+41%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$315.4K
12,174
+148%
减持
SECT
NORTHERN LTS FD TR IV
-$313.7K
56,292
-3%
减持
DHS
WISDOMTREE TR
-$311.1K
3,717
-49%
减持
FTEC
FIDELITY COVINGTON TRUST
-$310.6K
11,683
-2%
减持
—
ISHARES TR
-$309.6K
23,992
-36%
增持
IEFA
ISHARES TR
+$302.8K
18,818
+18%
增持
CI
THE CIGNA GROUP
+$302.0K
2,773
+25%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$297.0K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$296.3K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$292.6K
100,278
+12%
清仓
MUB
ISHARES TR
-$291.3K
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC
-$290.8K
5,447
-13%
清仓
TOL
TOLL BROTHERS INC
-$288.0K
0
-100%
减持
ABBV
ABBVIE INC
+$287.6K
10,058
-2%
增持
—
ASTRAZENECA PLC
+$286.5K
15,902
+18%
清仓
DDOG
DATADOG INC
-$285.2K
0
-100%
增持
COP
CONOCOPHILLIPS
+$284.8K
10,500
+27%
建仓
IBTG
ISHARES TR
+$284.5K
12,402
建仓
BSX
BOSTON SCIENTIFIC CORP
+$274.7K
2,723
增持
QCOM
QUALCOMM INC
+$272.2K
6,031
+42%
清仓
ARKK
ARK ETF TR
-$268.0K
0
-100%
建仓
NFG
NATIONAL FUEL GAS CO
+$266.2K
3,362
清仓
IVOV
VANGUARD ADMIRAL FDS INC
-$265.3K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$262.4K
2,342
建仓
CSGP
COSTAR GROUP INC
+$256.6K
3,239
增持
CRM
SALESFORCE INC
-$254.2K
7,241
+10%
建仓
SPGI
S&P GLOBAL INC
+$254.1K
500
建仓
RSG
REPUBLIC SVCS INC
+$253.1K
1,045
建仓
VZ
VERIZON COMMUNICATIONS INC
+$251.1K
5,536
清仓
AHR
AMERICAN HEALTHCARE REIT INC
-$245.9K
0
-100%
清仓
RYAN
RYAN SPECIALTY HOLDINGS INC
-$244.3K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$240.5K
25,247
+14%
增持
SCHG
SCHWAB STRATEGIC TR
-$239.9K
146,022
+4%
建仓
CMCSA
COMCAST CORP NEW
+$235.9K
6,393
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$235.1K
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$230.9K
30,402
-15%
清仓
NICE
NICE LTD
-$229.5K
0
-100%
建仓
ZTS
ZOETIS INC
+$227.5K
1,382
清仓
BIL
SPDR SER TR
-$226.5K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$226.1K
6,206
-2%
增持
SNY
SANOFI
+$226.1K
15,670
+18%
减持
DUK
DUKE ENERGY CORP NEW
-$224.7K
7,169
-30%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$222.9K
67,480
+6%
清仓
CCOR
LISTED FD TR
-$221.3K
0
-100%
建仓
—
PREMIER INC
+$220.8K
11,453
建仓
SCHO
SCHWAB STRATEGIC TR
+$220.2K
9,046
清仓
NOW
SERVICENOW INC
-$218.4K
0
-100%
建仓
TSN
TYSON FOODS INC
+$216.6K
3,394
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$215.7K
33,250
-6%
增持
ADBE
ADOBE INC
-$214.8K
3,654
+1%
清仓
—
SYNOVUS FINL CORP
-$212.2K
0
-100%
清仓
—
JANUS HENDERSON GROUP PLC
-$210.4K
0
-100%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$209.9K
10,336
建仓
SBUX
STARBUCKS CORP
+$208.5K
2,126
建仓
ALL
ALLSTATE CORP
+$207.5K
1,002
建仓
PSX
PHILLIPS 66
+$207.3K
1,679
增持
DIS
DISNEY WALT CO
-$206.8K
20,897
+3%
