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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 40
增持 59
减持 40
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
BIV
VANGUARD BD INDEX FDS
-$38.2M
34,515
-93%
增持
BOND
PIMCO ETF TR
+$33.6M
396,395
+1120%
建仓
STOX
HORIZON FDS
+$23.5M
869,916
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
MSFT
MICROSOFT CORP
-$7.5M
60,432
-2%
建仓
FTHI
FIRST TR EXCHANGE TRADED FD
+$6.8M
297,955
建仓
DVYE
ISHARES INC
+$6.0M
174,614
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$5.5M
341,419
-21%
建仓
SCHF
SCHWAB STRATEGIC TR
+$4.8M
194,366
建仓
DTH
WISDOMTREE TR
+$4.3M
78,851
增持
SCHV
SCHWAB STRATEGIC TR
+$4.1M
2,135,974
+4%
减持
PVAL
PUTNAM ETF TRUST
-$3.9M
335,527
-22%
清仓
ANGL
VANECK ETF TRUST
-$3.5M
0
-100%
建仓
IWY
ISHARES TR
+$3.5M
14,078
建仓
YEAR
AB ACTIVE ETFS INC
+$3.3M
64,852
减持
AMZN
AMAZON COM INC
-$2.9M
114,099
-1%
建仓
—
TWO RDS SHARED TR
+$2.9M
312,720
建仓
QDPL
PACER FDS TR
+$2.5M
63,196
增持
PAVE
GLOBAL X FDS
+$2.5M
551,407
+3%
增持
—
EXXON MOBIL CORP
+$2.5M
37,398
+17%
建仓
IDV
ISHARES TR
+$2.3M
54,753
增持
NVDA
NVIDIA CORPORATION
-$2.3M
237,840
+1%
增持
TSLA
TESLA INC
-$2.1M
36,762
+5%
建仓
SPGM
SPDR INDEX SHS FDS
+$1.7M
22,800
增持
AVGO
BROADCOM INC
-$1.6M
64,593
+4%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.6M
157,027
-17%
增持
AAPL
APPLE INC
-$1.5M
159,310
+3%
清仓
—
ASTRAZENECA PLC
-$1.5M
0
-100%
建仓
FRDM
EA SERIES TRUST
+$1.4M
26,078
建仓
SGOL
ETFS GOLD TR
+$1.4M
31,526
建仓
IGE
ISHARES TR
+$1.4M
22,075
增持
IVV
ISHARES TR
+$1.3M
8,896
+34%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.2M
104,351
+11%
增持
IEFA
ISHARES TR
+$1.1M
35,333
+53%
增持
CVX
CHEVRON CORPORATION
+$1.1M
17,760
+5%
清仓
AIG
AMERICAN INTL GROUP INC
-$1.1M
0
-100%
减持
V
VISA INC
-$1.1M
11,191
-12%
增持
QQQ
INVESCO QQQ TR
-$1.0M
74,968
+4%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$1.0M
0
-100%
建仓
GDX
VANECK ETF TRUST
+$985.5K
10,739
增持
DEI
DOUGLAS EMMETT INC
-$962.1K
614,972
+0%
增持
SPYM
SPDR SERIES TRUST
+$957.3K
31,907
+72%
减持
ADBE
ADOBE INC
-$947.4K
2,275
-47%
增持
LRCX
LAM RESEARCH CORP
+$897.0K
7,613
+79%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$876.5K
20,818
+15%
增持
IWD
ISHARES TR
+$828.5K
11,460
+49%
增持
ALL
ALLSTATE CORP
+$811.9K
5,074
+340%
减持
CRM
SALESFORCE INC
-$811.8K
6,859
-13%
清仓
BDX
BECTON DICKINSON & CO
-$793.2K
0
-100%
建仓
ETH
GRAYSCALE ETHEREUM STAKING
+$788.3K
39,693
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$787.6K
367,853
-4%
增持
GOOGL
ALPHABET INC
-$777.1K
63,884
+4%
增持
IEMG
ISHARES INC
+$753.3K
44,595
+27%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$735.4K
196,095
+10%
建仓
DDOG
DATADOG INC
+$735.3K
6,229
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$734.6K
19,771
-0%
建仓
BCD
ABRDN ETFS
+$722.4K
20,191
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$711.8K
33,657
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$673.2K
508,888
+6%
增持
AGNC
AGNC INVT CORP
+$664.2K
159,930
+82%
减持
AVUV
AMERICAN CENTY ETF TR
+$642.1K
79,738
-0%
增持
COST
COSTCO WHOLESALE CORPORATION
+$637.3K
4,347
+1%
增持
PAAA
PGIM ETF TR
+$634.2K
26,602
+87%
清仓
IWM
ISHARES TR
-$618.1K
0
-100%
减持
FTNT
FORTINET INC
-$607.9K
8,085
-49%
减持
C
CITIGROUP INC
-$607.8K
25,423
-15%
增持
JNJ
JOHNSON & JOHNSON
+$602.3K
10,206
+12%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$598.4K
5,417
-10%
增持
META
META PLATFORMS INC
-$590.1K
15,809
+8%
增持
NOW
SERVICENOW INC
-$582.5K
19,639
+14%
建仓
NEM
NEWMONT CORP
+$555.6K
5,133
减持
QUAL
ISHARES TR
-$545.3K
5,403
-32%
清仓
PWR
QUANTA SVCS INC
-$541.1K
0
-100%
增持
GOOG
ALPHABET INC
-$519.6K
29,561
+3%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$506.7K
12,331
增持
LLY
ELI LILLY & CO
-$506.0K
4,710
+5%
增持
GEV
GE VERNOVA INC
+$499.1K
1,319
+32%
清仓
HOOD
ROBINHOOD MKTS INC
-$492.6K
0
-100%
减持
QCOM
QUALCOMM INC
-$490.7K
4,948
-25%
减持
BX
BLACKSTONE INC
-$478.0K
10,042
-5%
增持
COP
CONOCOPHILLIPS
+$475.0K
10,431
+8%
减持
CAT
CATERPILLAR INC
+$459.1K
4,348
-5%
减持
BAC
BANK AMERICA CORP
-$458.2K
31,627
-13%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$457.0K
44,309
+138%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$456.4K
4,156
-6%
减持
IYW
ISHARES TR
-$446.3K
4,319
-30%
减持
WMT
WALMART INC
-$442.6K
34,452
-19%
增持
VUG
VANGUARD INDEX FDS
+$435.7K
2,937
+69%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$433.7K
99,429
+0%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$433.6K
1,825
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$430.3K
10,611
+5%
增持
—
EATON CORP PLC
+$420.6K
6,599
+8%
减持
COF
CAPITAL ONE FINL CORP
-$415.3K
5,475
-6%
建仓
GOVT
ISHARES TR
+$412.3K
17,998
建仓
BAI
BLACKROCK ETF TRUST
+$412.1K
12,507
建仓
RIOT
RIOT PLATFORMS INC
+$408.5K
33,050
增持
ADI
ANALOG DEVICES INC
+$406.4K
2,086
+120%
建仓
EXE
EXPAND ENERGY CORPORATION
+$400.8K
3,651
清仓
CVNA
CARVANA CO
-$400.1K
0
-100%
建仓
MARA
MARA HOLDINGS INC
+$399.3K
48,933
清仓
SOFI
SOFI TECHNOLOGIES INC
-$388.7K
0
-100%
建仓
GBCI
GLACIER BANCORP INC NEW
+$388.1K
8,688
增持
PANW
PALO ALTO NETWORKS INC
+$382.3K
7,241
+71%
减持
—
ACCENTURE PLC IRELAND
-$379.6K
1,104
-51%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$367.8K
4,599
-14%
增持
AMGN
AMGEN INC
+$357.9K
8,124
+6%
建仓
SNDK
SANDISK CORP
+$357.1K
562
增持
DASH
DOORDASH INC
-$356.0K
6,872
+12%
增持
KLAC
KLA CORP
+$350.2K
638
+32%
增持
AMAT
APPLIED MATLS INC
+$342.8K
3,351
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$339.2K
4,039
-7%
增持
INTU
INTUIT
-$337.0K
2,293
+14%
增持
MRK
MERCK & CO INC
+$336.2K
8,518
+30%
减持
DFAC
DIMENSIONAL ETF TRUST
-$335.5K
25,882
-24%
增持
SPYG
SPDR SERIES TRUST
-$334.0K
38,297
+0%
建仓
—
SPOTIFY TECHNOLOGY S A
+$325.4K
671
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$324.7K
120,322
+4%
增持
WDC
WESTERN DIGITAL CORP
+$324.4K
2,243
+37%
减持
SYK
STRYKER CORPORATION
-$318.1K
1,157
-42%
建仓
TLH
ISHARES TR
+$316.0K
3,138
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$312.0K
16,530
+29%
减持
IWF
ISHARES TR
-$310.8K
5,096
-3%
清仓
MCO
MOODYS CORP
-$305.6K
0
-100%
减持
FBND
FIDELITY MERRIMACK STR TR
-$304.2K
186,094
-3%
建仓
—
TOTALENERGIES SE
+$301.7K
3,316
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$296.6K
2,852
-4%
减持
GLW
CORNING INC
+$295.1K
8,649
-14%
建仓
MMIN
NEW YORK LIFE INVTS ACTIVE E
+$290.5K
12,252
建仓
NANR
SPDR INDEX SHS FDS
+$289.8K
3,449
增持
DIS
DISNEY WALT CO
-$288.5K
21,913
+4%
建仓
HSY
HERSHEY CO
+$288.3K
1,387
增持
SCHX
SCHWAB STRATEGIC TR
+$287.3K
110,954
+17%
增持
CI
THE CIGNA GROUP
+$285.5K
3,429
+50%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$282.2K
4,781
增持
JPM
JPMORGAN CHASE & CO
-$278.0K
10,362
+0%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$274.8K
3,793
减持
VLO
VALERO ENERGY CORP
+$274.5K
3,625
-5%
减持
AXP
AMERICAN EXPRESS CO
-$274.2K
2,984
-6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$273.4K
3,481
+40%
减持
FTEC
FIDELITY COVINGTON TRUST
-$273.3K
10,576
-4%
建仓
XTEN
BONDBLOXX ETF TRUST
+$272.7K
5,945
建仓
PFSI
PENNYMAC FINL SVCS INC NEW
+$270.9K
3,099
增持
KO
COCA COLA CO
+$269.8K
22,851
+9%
减持
EFV
ISHARES TR
-$264.9K
13,442
-24%
减持
CEG
CONSTELLATION ENERGY CORP
-$263.6K
1,371
-25%
增持
ORCL
ORACLE CORP
-$263.2K
13,990
+17%
增持
TXN
TEXAS INSTRS INC
+$261.9K
3,067
+59%
建仓
EQIX
EQUINIX INC
+$260.7K
266
减持
CTVA
CORTEVA INC
+$258.5K
17,160
-2%
增持
GLD
SPDR GOLD TR
+$257.8K
3,014
+15%
减持
ISRG
INTUITIVE SURGICAL INC
-$250.2K
1,439
-11%
