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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 76 项
建仓 14
增持 32
减持 24
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
MTUM
ISHARES TR
+$2.8M
13,631
增持
DGRW
WISDOMTREE TR
+$2.6M
224,965
+18%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$1.6M
89,150
+138%
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
DYFI
ETF OPPORTUNITIES TRUST
-$1.3M
0
-100%
减持
COWZ
PACER FDS TR
-$1.2M
53,051
-27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
3,200
+195%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.2M
60,967
+370%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$1.2M
0
-100%
清仓
SGOV
ISHARES TR
-$1.1M
0
-100%
增持
LQDH
ISHARES U S ETF TR
+$915.9K
37,515
+37%
减持
USMF
WISDOMTREE TR
-$790.1K
140,589
-10%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$678.0K
31,226
-41%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$669.0K
140,501
+18%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$602.1K
3,104
增持
QGRW
WISDOMTREE TR
+$596.3K
311,564
+17%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$566.2K
141,398
+27%
减持
XLI
SELECT SECTOR SPDR TR
-$553.8K
9,357
-31%
减持
VTI
VANGUARD INDEX FDS
-$526.6K
5,829
-21%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$517.5K
35,052
-18%
建仓
BIL
SPDR SER TR
+$426.2K
4,646
增持
GSBD
GOLDMAN SACHS BDC INC
+$377.3K
51,647
+180%
增持
SCHD
SCHWAB STRATEGIC TR
+$351.0K
370,061
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$338.3K
60,102
+44%
减持
IWO
ISHARES TR
-$332.3K
2,555
-25%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$313.1K
15,804
+76%
清仓
SPHY
SPDR SER TR
-$302.2K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$299.7K
793
-59%
建仓
VPU
VANGUARD WORLD FD
+$292.8K
1,714
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$285.7K
4,774
建仓
MCD
MCDONALDS CORP
+$273.6K
876
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$270.3K
17,854
+95%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$268.4K
3,236
清仓
SCHB
SCHWAB STRATEGIC TR
-$256.3K
0
-100%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$251.8K
7,604
建仓
NVDA
NVIDIA CORPORATION
+$239.4K
2,209
建仓
SNOV
FIRST TR EXCHNG TRADED FD VI
+$222.8K
10,100
减持
VOE
VANGUARD INDEX FDS
-$220.9K
41,311
-2%
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$219.6K
5,204
建仓
COIN
COINBASE GLOBAL INC
+$217.7K
1,264
增持
DGRS
WISDOMTREE TR
+$205.3K
57,892
+19%
减持
BUYW
NORTHERN LTS FD TR IV
-$193.6K
32,226
-29%
减持
AAPL
APPLE INC
-$187.9K
5,384
-3%
增持
—
EXXON MOBIL CORP
+$164.3K
4,285
+33%
增持
FPE
FIRST TR EXCH TRADED FD III
+$161.6K
29,125
+47%
减持
VOO
VANGUARD INDEX FDS
-$139.1K
608
-27%
清仓
VTRS
VIATRIS INC
-$138.1K
0
-100%
增持
AMZN
AMAZON COM INC
-$135.9K
6,210
+3%
增持
BA
BOEING CO
+$93.1K
2,109
+40%
增持
COST
COSTCO WHSL CORP NEW
+$90.5K
1,573
+3%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$89.0K
10,829
增持
FICS
FIRST TR EXCHANGE TRADED FD
+$79.4K
12,406
+12%
减持
SBUX
STARBUCKS CORP
-$57.4K
3,035
-22%
增持
AVA
AVISTA CORP
+$53.2K
9,501
+1%
减持
GOOGL
ALPHABET INC
-$53.1K
1,455
-1%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$51.6K
24,802
-0%
减持
SCHA
SCHWAB STRATEGIC TR
-$50.0K
15,908
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$49.0K
7,395
+14%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$46.7K
8,091
+16%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$36.8K
52,038
-2%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$34.1K
11,301
-1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$34.0K
27,062
+2%
减持
MU
MICRON TECHNOLOGY INC
-$32.5K
4,007
-11%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$28.4K
56,722
+2%
建仓
HUMA
HUMACYTE INC
+$26.7K
15,685
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$22.0K
6,362
+7%
增持
MSFT
MICROSOFT CORP
-$20.8K
3,007
+10%
增持
PFF
ISHARES TR
+$18.7K
8,701
+10%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$12.4K
35,773
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$12.0K
28,283
-3%
减持
JAAA
JANUS DETROIT STR TR
-$11.9K
7,761
-3%
增持
GBDC
GOLUB CAP BDC INC
+$7.0K
15,348
+3%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$4.0K
52,884
-6%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$3.7K
26,642
-10%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$2.5K
14,658
+1%
增持
DMAR
FIRST TR EXCHNG TRADED FD VI
+$1.9K
9,748
+2%
增持
ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
-$1.6K
36,530
+122%