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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 74 项
建仓 12
增持 18
减持 40
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
QGRW
WISDOMTREE TR
+$5.6M
366,689
+18%
增持
DGRW
WISDOMTREE TR
+$4.3M
265,543
+18%
建仓
IUSG
ISHARES TR
+$2.2M
14,656
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
COWZ
PACER FDS TR
-$1.6M
23,281
-56%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$1.5M
165,954
+18%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$1.4M
14,039
增持
USMF
WISDOMTREE TR
+$1.3M
161,567
+15%
建仓
BUFB
INNOVATOR ETFS TRUST
+$1.2M
34,176
增持
MTUM
ISHARES TR
+$1.1M
15,882
+17%
增持
DGRS
WISDOMTREE TR
+$925.1K
77,703
+34%
减持
SCHD
SCHWAB STRATEGIC TR
-$765.0K
361,582
-2%
减持
SCHG
SCHWAB STRATEGIC TR
-$615.5K
30,449
-49%
建仓
SFLR
INNOVATOR ETFS TRUST
+$569.6K
16,967
建仓
BUFF
INNOVATOR ETFS TRUST
+$568.9K
12,104
减持
LQDH
ISHARES U S ETF TR
-$513.1K
31,910
-15%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$434.9K
40,620
-22%
建仓
MUB
ISHARES TR
+$434.7K
4,161
减持
XLI
SELECT SECTOR SPDR TR
-$433.5K
5,375
-43%
减持
VOE
VANGUARD INDEX FDS
-$419.3K
37,777
-9%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$415.2K
16,099
-48%
建仓
IJR
ISHARES TR
+$386.4K
3,536
增持
MSFT
MICROSOFT CORP
+$377.1K
3,028
+1%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$325.6K
94,962
+7%
建仓
PPG
PPG INDS INC
+$318.5K
2,800
清仓
VOO
VANGUARD INDEX FDS
-$312.5K
0
-100%
清仓
VPU
VANGUARD WORLD FD
-$292.8K
0
-100%
增持
COIN
COINBASE GLOBAL INC
+$284.2K
1,432
+13%
减持
SCHV
SCHWAB STRATEGIC TR
-$266.5K
17,539
-38%
建仓
AIQ
GLOBAL X FDS
+$255.3K
5,843
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$243.9K
11,723
+59%
建仓
FDL
FIRST TR EXCHANGE-TRADED FD
+$238.8K
5,703
减持
GSBD
GOLDMAN SACHS BDC INC
-$222.3K
33,633
-35%
减持
BUYW
NORTHERN LTS FD TR IV
-$215.9K
16,139
-50%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$212.0K
3,072
-4%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$209.3K
26,945
-23%
建仓
IVV
ISHARES TR
+$208.6K
336
建仓
RTX
RTX CORPORATION
+$205.3K
1,406
清仓
VO
VANGUARD INDEX FDS
-$205.1K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$178.5K
2,645
+20%
减持
AMZN
AMAZON COM INC
+$177.8K
6,196
-0%
减持
IWO
ISHARES TR
-$165.2K
1,706
-33%
减持
MU
MICRON TECHNOLOGY INC
+$131.3K
3,890
-3%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$98.6K
33,485
-6%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$89.0K
0
-100%
减持
PRIM
PRIMORIS SVCS CORP
+$70.3K
3,606
-2%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$57.9K
25,832
-5%
减持
VTI
VANGUARD INDEX FDS
+$55.6K
5,454
-6%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$55.2K
54,186
-4%
减持
BA
BOEING CO
+$55.2K
1,980
-6%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$54.8K
3,856
-19%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$54.8K
52,486
-1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$52.5K
31,730
+9%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$52.1K
18,429
+3%
增持
—
EXXON MOBIL CORP
-$35.9K
4,394
+3%
减持
FICS
FIRST TR EXCHANGE TRADED FD
-$33.8K
10,691
-14%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$33.1K
56,560
-7%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
-$30.7K
22,543
-9%
减持
SCHA
SCHWAB STRATEGIC TR
+$29.2K
15,886
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$26.4K
2,813
-9%
减持
JAAA
JANUS DETROIT STR TR
-$20.4K
7,353
-5%
减持
COST
COSTCO WHSL CORP NEW
+$20.0K
1,523
-3%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$18.1K
10,634
-6%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
+$17.8K
9,732
-0%
减持
GOOGL
ALPHABET INC
+$17.3K
1,375
-5%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$16.3K
132,670
-6%
增持
MCD
MCDONALDS CORP
-$11.6K
897
+2%
减持
VIGI
VANGUARD WHITEHALL FDS
-$9.8K
2,869
-11%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
+$7.9K
25,341
-5%
增持
BIL
SPDR SERIES TRUST
+$6.3K
4,715
+1%
增持
AAPL
APPLE INC
-$5.9K
5,800
+8%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$2.5K
14,554
-1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.3K
7,998
-1%
增持
ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
+$1.6K
36,730
+1%
减持
PFF
ISHARES TR
-$497
8,699
-0%
