小隐寺数据中心API 小隐寺主站

COLUMBIA ADVISORY PARTNERS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

COLUMBIA ADVISORY PARTNERS LLC

报告期 2026-03-31 · CIK 0001808179

持仓数

92

前50大市值合计

$144.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

QGRW WISDOMTREE TR

US QUALITY GROW

$22.8M

426,047

15.8%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$19.9M

226,430

13.8%

JVAL J P MORGAN EXCHANGE TRADED F

US VALUE FACTR

$8.0M

163,496

5.5%

BUFB INNOVATOR ETFS TRUST

LADDERED ALC BFR

$6.6M

183,120

4.6%

WTV WISDOMTREE TR

WISDOMTREE US VA

$6.1M

64,791

4.3%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$4.6M

31,616

3.2%

DGRS WISDOMTREE TR

US S CAP QTY DIV

$4.2M

78,681

2.9%

MTUM ISHARES TR

MSCI USA MMENTM

$3.8M

16,035

2.7%

BUFF INNOVATOR ETFS TRUST

LADERD ALCTN PWR

$3.7M

74,954

2.6%

DDWM WISDOMTREE TR

DYNAMIC INTL EQT

$3.6M

81,835

2.5%

SFLR INNOVATOR ETFS TRUST

QUITY MANAGD FLR

$3.4M

96,978

2.4%

SHAG WISDOMTREE TR

YIELD ENHANCED

$3.2M

66,393

2.2%

CEF SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD AN

$3.1M

65,766

2.2%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$2.8M

34,798

1.9%

IMTM ISHARES TR

MSCI INTL MOMENT

$2.7M

56,271

1.9%

JMBS JANUS DETROIT STR TR

HENDERSON MTG

$2.7M

58,932

1.8%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$2.6M

83,531

1.8%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$2.2M

27,345

1.5%

IUSG ISHARES TR

CORE S&P US GWT

$2.2M

14,190

1.5%

PSLV SPROTT ASSET MANAGEMENT LP

PHYSICAL SILVER

$2.1M

86,992

1.5%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$2.1M

40,836

1.4%

HYZD WISDOMTREE TR

HEDGED HI YLD BD

$2.0M

89,514

1.4%

LQDH ISHARES U S ETF TR

INT RT HDG C B

$1.7M

18,784

1.2%

UCON FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI

$1.6M

65,677

1.1%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$1.6M

8,502

1.1%

BALT INNOVATOR ETFS TRUST

DEFINED WLT SHLD

$1.5M

45,586

1.1%

COST COSTCO WHOLESALE CORPORATION

COM

$1.5M

1,518

1.1%

FIXD FIRST TR EXCHNG TRADED FD VI

SMITH OPPORT FXD

$1.5M

34,571

1.0%

AAPL APPLE INC

COM

$1.5M

5,842

1.0%

FTGC FIRST TR EXCHANGE TRAD FD VI

FST TR GLB FD

$1.4M

49,908

1.0%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.4M

4,248

0.9%

PHYS SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR

$1.3M

37,108

0.9%

AMZN AMAZON COM INC

COM

$1.3M

6,025

0.9%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$1.2M

25,066

0.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.2M

2,425

0.8%

COPP SPROTT FDS TR

COPPER MINER ETF

$1.1M

29,551

0.7%

FTCS FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF

$979.2K

10,556

0.7%

MU MICRON TECHNOLOGY INC

COM

$968.2K

2,866

0.7%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$950.8K

32,639

0.7%

MSFT MICROSOFT CORP

COM

$912.1K

2,464

0.6%

FPE FIRST TR EXCH TRADED FD III

PFD SECS INC ETF

$889.8K

50,131

0.6%

— EXXON MOBIL CORP

COM

$646.1K

3,808

0.4%

JHML JOHN HANCOCK EXCHANGE TRADED

MLTFCTR LRG CAP

$620.9K

7,933

0.4%

BIL SPDR SERIES TRUST

STATE STREET SPD

$617.7K

6,740

0.4%

LMBS FIRST TR EXCHANGE-TRADED FD

FST LOW OPPT EFT

$612.4K

12,295

0.4%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$580.9K

2,701

0.4%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$572.6K

3,540

0.4%

COWZ PACER FDS TR

US CASH COWS 100

$560.5K

8,960

0.4%

USMF WISDOMTREE TR

US MULTIFACTOR

$554.8K

11,234

0.4%

NVDA NVIDIA CORPORATION

COM

$551.6K

3,163

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

47%前 6 大占比

QGRW15.8%DGRW13.8%JVAL5.5%BUFB4.6%WTV4.3%XMMO3.2%