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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
$144.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 66 项
建仓 17
增持 18
减持 14
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
SCHA
SCHWAB STRATEGIC TR
-$8.3M
37,096
-62%
建仓
IWO
ISHARES TR
+$8.3M
32,468
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.9M
6,569
-90%
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
IEFA
ISHARES TR
+$2.8M
43,320
+1389%
建仓
JPST
J P MORGAN EXCHANGE-TRADED F
+$951.0K
18,919
清仓
SCHZ
SCHWAB STRATEGIC TR
-$836.0K
0
-100%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$633.0K
232,465
+0%
建仓
USFR
WISDOMTREE TR
+$619.0K
12,312
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$506.0K
20,420
+13%
清仓
SCHB
SCHWAB STRATEGIC TR
-$468.0K
0
-100%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$458.0K
10,833
建仓
VTIP
VANGUARD MALVERN FDS
+$453.0K
8,854
增持
TIP
ISHARES TR
+$441.0K
87,735
+8%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$419.0K
8,561
清仓
FLTR
VANECK ETF TRUST
-$368.0K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$347.0K
0
-100%
建仓
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$340.0K
19,529
清仓
HYLB
DBX ETF TR
-$339.0K
0
-100%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$337.0K
135,089
-7%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$333.0K
11,708
清仓
VO
VANGUARD INDEX FDS
-$318.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$303.0K
205,910
+1%
清仓
ILTB
ISHARES TR
-$290.0K
0
-100%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$288.0K
15,149
建仓
FCVT
FIRST TR EXCHANGE-TRADED FD
+$278.0K
7,172
清仓
GT
GOODYEAR TIRE & RUBR CO
-$273.0K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$267.0K
0
-100%
减持
IGV
ISHARES TR
-$264.0K
4,816
-0%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$252.0K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$249.0K
0
-100%
建仓
FYX
FIRST TR SML CP CORE ALPHA F
+$240.0K
2,623
清仓
QCOM
QUALCOMM INC
-$239.0K
0
-100%
清仓
CWB
SPDR SER TR
-$237.0K
0
-100%
建仓
FHN
FIRST HORIZON CORPORATION
+$233.0K
9,900
清仓
HD
HOME DEPOT INC
-$225.0K
0
-100%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$220.0K
7,911
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$220.0K
0
-100%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$216.0K
5,094
增持
AAPL
APPLE INC
+$203.0K
24,046
+7%
增持
MSFT
MICROSOFT CORP
-$112.0K
4,836
+1%
建仓
BW
BABCOCK & WILCOX ENTERPRISES
+$108.0K
13,295
减持
AMZN
AMAZON COM INC
-$103.0K
444
-5%
减持
VOE
VANGUARD INDEX FDS
-$99.0K
101,837
-0%
减持
SBUX
STARBUCKS CORP
-$73.0K
2,738
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$68.0K
1,071
+3%
建仓
ORN
ORION GROUP HLDGS INC
+$61.0K
24,500
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$59.0K
2,837
+40%
减持
VOO
VANGUARD INDEX FDS
-$59.0K
1,281
-5%
增持
COIN
COINBASE GLOBAL INC
+$57.0K
1,717
+61%
减持
—
AIR INDS GROUP
-$53.0K
51,500
-51%
清仓
—
SUPERIOR INDS INTL INC
-$46.0K
0
-100%
减持
BA
BOEING CO
-$46.0K
3,894
-1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$43.0K
6,107
-11%
增持
VTRS
VIATRIS INC
+$32.0K
18,735
+47%
增持
HYD
VANECK ETF TRUST
+$31.0K
4,202
+25%
增持
COST
COSTCO WHSL CORP NEW
+$24.0K
1,390
+2%
建仓
BWEN
BROADWIND INC
+$22.0K
10,000
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$22.0K
2,799
-2%
清仓
—
FLOTEK INDS INC DEL
-$21.0K
0
-100%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$21.0K
5,092
+13%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$18.0K
11,568
+4%
增持
BAC
BK OF AMERICA CORP
-$16.0K
5,421
+1%
减持
V
VISA INC
+$11.0K
2,239
-0%
减持
—
CINEDIGM CORP
-$11.0K
10,000
-39%
增持
MUB
ISHARES TR
-$4.0K
4,523
+5%
增持
MA
MASTERCARD INCORPORATED
-$3.0K
1,738
+0%