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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 75 项
建仓 10
增持 27
减持 24
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
BIL
SPDR SER TR
+$2.4M
25,878
增持
XLI
SELECT SECTOR SPDR TR
+$1.4M
60,317
+12%
清仓
TBF
PROSHARES TR
-$829.6K
0
-100%
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。
清仓
HYS
PIMCO ETF TR
-$733.5K
0
-100%
清仓
SJNK
SPDR SER TR
-$732.6K
0
-100%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$732.3K
0
-100%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$727.7K
0
-100%
增持
COWZ
PACER FDS TR
+$706.9K
268,620
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$674.0K
41,960
+9%
建仓
HYG
ISHARES TR
+$673.3K
8,700
建仓
TLT
ISHARES TR
+$661.4K
6,689
建仓
ANGL
VANECK ETF TRUST
+$653.0K
22,689
增持
IWO
ISHARES TR
+$626.0K
16,728
+4%
减持
VOE
VANGUARD INDEX FDS
+$563.0K
65,155
-4%
减持
MOO
VANECK ETF TRUST
-$507.2K
6,268
-50%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$489.4K
206,597
-4%
清仓
SHYL
DBX ETF TR
-$482.6K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$416.8K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$413.0K
869
增持
BUYW
NORTHERN LTS FD TR IV
+$396.4K
199,700
+16%
清仓
MCD
MCDONALDS CORP
-$390.2K
0
-100%
清仓
SHYG
ISHARES TR
-$384.7K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$381.6K
0
-100%
增持
LQD
ISHARES TR
+$341.0K
6,159
+85%
建仓
QQQ
INVESCO QQQ TR
+$314.6K
768
增持
MSFT
MICROSOFT CORP
+$309.4K
3,986
+6%
清仓
MUB
ISHARES TR
-$270.2K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$262.4K
1,509
增持
AMZN
AMAZON COM INC
+$249.9K
6,740
+11%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$249.1K
40,909
+47%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$245.8K
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$240.7K
241,072
-4%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$236.2K
1,386
减持
TIP
ISHARES TR
-$231.4K
2,725
-46%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$227.7K
6,850
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$220.7K
27,230
-21%
增持
SCHB
SCHWAB STRATEGIC TR
+$213.7K
7,719
+78%
清仓
HYLB
DBX ETF TR
-$210.1K
0
-100%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$206.6K
2,604
减持
SCHD
SCHWAB STRATEGIC TR
-$195.0K
180,945
-8%
清仓
FTHY
FIRST TR HIGH YIELD OPPRT 20
-$144.4K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$130.6K
1,521
-2%
增持
SCHA
SCHWAB STRATEGIC TR
+$121.3K
18,081
+2%
增持
FTRI
FIRST TR EXCHANGE TRADED FD
+$110.4K
43,277
+21%
减持
AMAX
STARBOARD INVT TR
-$107.5K
24,539
-40%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$95.6K
12,033
+42%
增持
MU
MICRON TECHNOLOGY INC
+$90.4K
3,633
+13%
增持
AVA
AVISTA CORP
+$89.1K
8,554
+28%
增持
DFAT
DIMENSIONAL ETF TRUST
+$70.9K
10,644
+0%
增持
SCHV
SCHWAB STRATEGIC TR
+$68.9K
3,855
+23%
减持
IEFA
ISHARES TR
-$68.8K
5,313
-23%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$66.2K
22,460
+1%
增持
VO
VANGUARD INDEX FDS
+$62.3K
1,130
+17%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$61.4K
42,891
-20%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$56.4K
5,861
+17%
增持
RTX
RTX CORPORATION
+$54.0K
3,059
+8%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$50.3K
10,042
-11%
减持
ACCO
ACCO BRANDS CORP
-$46.5K
17,344
-34%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$42.5K
27,823
+5%
减持
BA
BOEING CO
+$42.3K
3,098
-22%
增持
PFF
ISHARES TR
+$41.2K
7,833
+16%
减持
IVV
ISHARES TR
+$37.1K
798
-0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$35.3K
15,435
-20%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$33.6K
7,330
-10%
增持
SBUX
STARBUCKS CORP
+$29.8K
4,940
+1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$29.7K
23,320
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$28.0K
823
+9%
减持
VOO
VANGUARD INDEX FDS
-$26.1K
2,102
-13%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$21.0K
9,458
-2%
减持
AAPL
APPLE INC
-$20.3K
5,590
-13%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$19.3K
12,222
+3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$15.6K
5,298
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.7K
6,728
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
+$7.6K
10,905
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$4.9K
7,101
-10%
