小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 36
减持 69
清仓 27
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$47.9M
86,744
增持
SCHV
SCHWAB STRATEGIC TR
+$10.2M
1,875,033
+19%
减持
NVDA
NVIDIA CORPORATION
+$8.7M
189,692
-3%
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。
建仓
—
STELLAR BANCORP INC
+$8.7M
310,293
增持
MSFT
MICROSOFT CORP
+$7.4M
58,374
+1%
减持
AVGO
BROADCOM INC
+$5.6M
56,371
-5%
减持
AAPL
APPLE INC
-$5.2M
151,431
-7%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.2M
269,413
+85%
增持
AMZN
AMAZON COM INC
+$3.7M
113,054
+2%
减持
COWZ
PACER FDS TR
-$3.5M
35,416
-64%
增持
BIV
VANGUARD BD INDEX FDS
+$3.3M
476,676
+9%
清仓
SECT
NORTHERN LTS FD TR IV
-$2.9M
0
-100%
减持
PAVE
GLOBAL X FDS
+$2.9M
540,568
-1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.8M
129,514
+75%
建仓
FTNT
FORTINET INC
+$2.7M
25,098
建仓
WTV
WISDOMTREE TR
+$2.6M
30,645
建仓
CADE
CADENCE BANK
+$2.6M
82,552
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.6M
407,614
+13%
减持
SPYM
SPDR SERIES TRUST
-$2.4M
21,001
-65%
建仓
RTX
RTX CORPORATION
+$2.2M
14,938
增持
TSLA
TESLA INC
+$2.0M
33,461
+0%
减持
IUSB
ISHARES TR
-$2.0M
43,408
-50%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.9M
17,818
-82%
减持
PG
PROCTER AND GAMBLE CO
-$1.8M
19,958
-32%
增持
NFLX
NETFLIX INC
+$1.8M
3,799
+7%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.8M
471,867
+6%
减持
META
META PLATFORMS INC
+$1.7M
11,337
-2%
减持
IVV
ISHARES TR
-$1.7M
7,720
-33%
建仓
NOW
SERVICENOW INC
+$1.6M
1,603
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
18,790
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.5M
56,907
-13%
增持
UBER
UBER TECHNOLOGIES INC
+$1.3M
17,219
+276%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
4,189
-14%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.2M
19,819
+0%
增持
GOOG
ALPHABET INC
+$1.2M
32,616
+11%
增持
V
VISA INC
+$1.2M
13,947
+29%
增持
LLY
ELI LILLY & CO
+$1.1M
4,559
+53%
增持
DIS
DISNEY WALT CO
+$1.1M
25,372
+21%
减持
QUAL
ISHARES TR
-$976.8K
8,531
-43%
减持
MBB
ISHARES TR
-$969.4K
6,701
-61%
减持
VOO
VANGUARD INDEX FDS
-$948.9K
3,757
-37%
建仓
SNOW
SNOWFLAKE INC
+$946.8K
4,231
增持
SNPS
SYNOPSYS INC
+$877.1K
2,984
+96%
清仓
VLTO
VERALTO CORP
-$863.5K
0
-100%
减持
IVW
ISHARES TR
-$858.3K
12,233
-49%
清仓
BUYW
NORTHERN LTS FD TR IV
-$853.6K
0
-100%
减持
DYNF
BLACKROCK ETF TRUST
-$843.4K
20,652
-49%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$822.2K
3,910
+18%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$805.8K
127,170
-0%
减持
MAR
MARRIOTT INTL INC NEW
-$792.6K
1,840
-66%
清仓
NVO
NOVO-NORDISK A S
-$789.3K
0
-100%
建仓
DASH
DOORDASH INC
+$774.3K
3,141
增持
ADBE
ADOBE INC
+$772.5K
5,619
+54%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$769.8K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$754.5K
16,889
-11%
减持
BINC
BLACKROCK ETF TRUST II
-$745.3K
6,213
-70%
减持
—
EXXON MOBIL CORP
-$729.8K
31,961
-9%
减持
SPYV
SPDR SERIES TRUST
-$716.1K
109,965
-13%
清仓
GLPI
GAMING & LEISURE PPTYS INC
-$703.8K
0
-100%
减持
IVE
ISHARES TR
-$703.7K
4,624
-45%
清仓
XTEN
BONDBLOXX ETF TRUST
-$700.1K
0
-100%
清仓
EMXC
ISHARES INC
-$687.0K
0
-100%
建仓
PLD
PROLOGIS INC.
+$684.3K
6,510
减持
BOND
PIMCO ETF TR
-$682.8K
41,666
-15%
增持
FPF
FIRST TR INTER DURATN PFD &
+$681.8K
48,252
+366%
减持
BABA
ALIBABA GROUP HLDG LTD
-$669.7K
6,986
-37%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$625.8K
3,644
-21%
增持
BSX
BOSTON SCIENTIFIC CORP
+$625.1K
8,377
+208%
减持
ETSY
ETSY INC
-$619.7K
5,481
-71%
增持
BLK
BLACKROCK INC
+$593.7K
898
+143%
建仓
BRBR
BELLRING BRANDS INC
+$593.6K
10,246
减持
HD
HOME DEPOT INC
-$592.3K
7,472
-18%
增持
DEI
DOUGLAS EMMETT INC
-$588.3K
614,664
+0%
减持
JNJ
JOHNSON & JOHNSON
-$579.9K
8,706
-24%
清仓
IEI
ISHARES TR
-$576.1K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$569.5K
1,990
-62%
减持
EFG
ISHARES TR
-$563.3K
6,385
-50%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$560.9K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$558.0K
2,681
-63%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$551.6K
402,206
-3%
减持
FBND
FIDELITY MERRIMACK STR TR
-$543.0K
193,277
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$542.2K
10,333
+3%
减持
ORCL
ORACLE CORP
+$542.0K
9,352
-13%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$538.9K
110,166
-2%
减持
HDV
ISHARES TR
-$535.1K
20,714
-15%
减持
ABBV
ABBVIE INC
-$531.8K
8,489
-16%
建仓
BIDU
BAIDU INC
+$518.8K
6,049
减持
EFV
ISHARES TR
-$513.9K
19,139
-35%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$507.2K
6,291
+14%
清仓
MRSK
NORTHERN LIGHTS FD TR
-$494.1K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$492.7K
0
-100%
增持
GE
GE AEROSPACE
+$486.4K
3,980
+48%
减持
FLCB
FRANKLIN TEMPLETON ETF TR
-$485.7K
16,354
-58%
减持
UNP
UNION PAC CORP
-$474.7K
936
-68%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$469.5K
8,810
+3%
增持
FTEC
FIDELITY COVINGTON TRUST
+$458.6K
11,879
+2%
减持
FISV
FISERV INC
-$449.1K
8,195
-3%
增持
SYK
STRYKER CORPORATION
+$440.6K
2,205
+90%
减持
EEFT
EURONET WORLDWIDE INC
-$437.7K
4,556
-46%
清仓
—
INFORMATICA INC
-$435.4K
0
-100%
减持
ESGU
ISHARES TR
-$433.9K
1,814
-67%
减持
WMT
WALMART INC
-$429.5K
38,747
-19%
建仓
PWR
QUANTA SVCS INC
+$428.0K
1,132
减持
—
EATON CORP PLC
+$420.1K
5,733
-4%
减持
VUG
VANGUARD INDEX FDS
-$409.2K
1,712
-45%
清仓
GOVT
ISHARES TR
-$403.1K
0
-100%
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$400.9K
1,470
减持
GS
GOLDMAN SACHS GROUP INC
+$399.2K
3,530
-8%
清仓
EMB
ISHARES TR
-$396.9K
0
-100%
清仓
BALL
BALL CORP
-$394.0K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$390.2K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$383.5K
0
-100%
清仓
—
AON PLC
-$377.2K
0
-100%
减持
C
CITIGROUP INC
+$374.8K
34,693
-4%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$373.0K
4,769
减持
BDX
BECTON DICKINSON & CO
-$366.8K
4,362
-11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$363.6K
13,031
-18%
减持
XLE
SELECT SECTOR SPDR TR
-$361.4K
3,216
-53%
减持
WSM
WILLIAMS SONOMA INC
-$355.1K
3,696
-39%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$351.5K
0
-100%
减持
DBEF
DBX ETF TR
-$338.9K
157,670
-6%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$337.6K
104,611
-2%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$333.7K
60,421
-10%
减持
—
ASML HOLDING N V
-$326.9K
917
-43%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$326.5K
0
-100%
减持
AME
AMETEK INC
-$325.6K
3,912
-35%
增持
EOG
EOG RES INC
+$324.0K
10,186
+46%
减持
BAC
BANK AMERICA CORP
-$318.1K
35,558
-26%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$315.4K
4,894
+6%
清仓
CSX
CSX CORP
-$310.8K
0
-100%
清仓
SEIC
SEI INVTS CO
-$309.8K
0
-100%
清仓
HYG
ISHARES TR
-$304.2K
0
-100%
增持
CTVA
CORTEVA INC
+$304.0K
18,982
+8%
清仓
ADI
ANALOG DEVICES INC
-$303.7K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$302.0K
0
-100%
建仓
COR
CENCORA INC
+$301.7K
1,006
减持
COST
COSTCO WHSL CORP NEW
-$299.3K
4,567
-10%
减持
MCD
MCDONALDS CORP
-$293.6K
1,420
-37%
增持
AMD
ADVANCED MICRO DEVICES INC
+$292.2K
5,632
+14%
增持
URA
GLOBAL X FDS
+$291.9K
17,939
+2%
减持
LNG
CHENIERE ENERGY INC
-$291.5K
3,121
-31%
减持
AMGN
AMGEN INC
-$291.0K
8,258
-1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$290.4K
31,880
+24%
增持
APH
AMPHENOL CORP NEW
+$290.0K
7,252
+12%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$288.9K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$287.0K
5,154
-17%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$285.5K
4,935
减持
MA
MASTERCARD INCORPORATED
-$284.8K
3,907
-14%
减持
TLT
ISHARES TR
-$279.7K
3,509
-46%
建仓
HWM
HOWMET AEROSPACE INC
+$274.7K
1,476
