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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 89 项
建仓 16
增持 24
减持 43
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
BUFB
INNOVATOR ETFS TRUST
+$1.6M
75,809
+122%
减持
QGRW
WISDOMTREE TR
+$1.5M
362,017
-1%
减持
DGRW
WISDOMTREE TR
+$1.4M
265,336
-0%
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
GBIL
GOLDMAN SACHS ETF TR
-$1.2M
2,089
-85%
增持
BUFF
INNOVATOR ETFS TRUST
+$908.6K
30,242
+150%
增持
SFLR
INNOVATOR ETFS TRUST
+$894.0K
40,620
+139%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$810.7K
8,658
减持
CEF
SPROTT ASSET MANAGEMENT LP
+$531.1K
92,382
-3%
建仓
BALT
INNOVATOR ETFS TRUST
+$495.3K
15,090
建仓
AVUV
AMERICAN CENTY ETF TR
+$488.7K
4,910
减持
JVAL
J P MORGAN EXCHANGE TRADED F
+$485.3K
164,747
-1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$451.1K
71,451
+32%
增持
FPE
FIRST TR EXCH TRADED FD III
+$415.8K
53,759
+69%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$411.1K
42,340
+26%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
+$409.2K
129,498
-2%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$406.9K
24,077
+52%
建仓
VBR
VANGUARD INDEX FDS
+$406.1K
1,946
建仓
VPU
VANGUARD WORLD FD
+$392.6K
2,073
建仓
TSLA
TESLA INC
+$377.1K
848
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$372.4K
6,204
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$358.0K
18,366
-29%
增持
AAPL
APPLE INC
+$356.6K
6,074
+5%
建仓
VO
VANGUARD INDEX FDS
+$320.2K
1,090
清仓
PPG
PPG INDS INC
-$318.5K
0
-100%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$317.8K
62,263
+19%
增持
DGRS
WISDOMTREE TR
+$304.4K
78,461
+1%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$301.9K
36,333
-11%
减持
SCHG
SCHWAB STRATEGIC TR
-$288.6K
18,830
-38%
减持
LQDH
ISHARES U S ETF TR
-$284.7K
28,476
-11%
增持
MTUM
ISHARES TR
+$267.8K
15,927
+0%
建仓
HYG
ISHARES TR
+$250.4K
3,084
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$248.3K
4,366
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$237.2K
1,005
清仓
FMAR
FIRST TR EXCHNG TRADED FD VI
-$233.3K
0
-100%
清仓
SNOV
FIRST TR EXCHNG TRADED FD VI
-$233.3K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$230.9K
0
-100%
建仓
SGOV
ISHARES TR
+$215.7K
2,142
建仓
VYM
VANGUARD WHITEHALL FDS
+$213.7K
1,516
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$211.2K
2,312
减持
VOE
VANGUARD INDEX FDS
+$210.2K
36,791
-3%
清仓
RTX
RTX CORPORATION
-$205.3K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$195.4K
358,145
-1%
建仓
QYLD
GLOBAL X FDS
+$190.4K
11,192
建仓
RYLD
GLOBAL X FDS
+$190.1K
12,633
增持
SBUX
STARBUCKS CORP
+$179.4K
5,408
+78%
减持
PRIM
PRIMORIS SVCS CORP
+$178.6K
3,347
-7%
减持
MSFT
MICROSOFT CORP
-$170.8K
2,578
-15%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$162.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$158.6K
14,450
+23%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$152.6K
5,702
-41%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$150.1K
53,475
-5%
减持
BA
BOEING CO
-$146.4K
1,244
-37%
减持
SCHV
SCHWAB STRATEGIC TR
-$142.9K
11,762
-33%
增持
BIL
SPDR SERIES TRUST
+$142.4K
6,266
+33%
减持
FICS
FIRST TR EXCHANGE TRADED FD
-$134.8K
7,496
-30%
减持
MU
MICRON TECHNOLOGY INC
+$114.4K
3,549
-9%
减持
COWZ
PACER FDS TR
-$112.1K
20,370
-13%
减持
USMF
WISDOMTREE TR
+$111.7K
160,572
-1%
减持
GSBD
GOLDMAN SACHS BDC INC
-$108.4K
26,549
-21%
减持
AVA
AVISTA CORP
-$107.5K
6,692
-30%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$106.6K
26,260
-3%
减持
VTI
VANGUARD INDEX FDS
-$105.4K
4,730
-13%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
-$102.2K
16,174
-28%
减持
AMZN
AMAZON COM INC
-$91.8K
5,773
-7%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$88.2K
17,931
-29%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$87.1K
2,795
-9%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$78.1K
19,156
+4%
减持
MUB
ISHARES TR
-$72.8K
3,399
-18%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$66.6K
4,984
-22%
减持
SCHA
SCHWAB STRATEGIC TR
-$61.4K
12,206
-23%
增持
COIN
COINBASE GLOBAL INC
+$55.0K
1,650
+15%
减持
GOOGL
ALPHABET INC
+$48.7K
1,197
-13%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$43.5K
14,018
-13%
增持
PFF
ISHARES TR
+$38.1K
9,644
+11%
增持
JAAA
JANUS DETROIT STR TR
+$33.5K
8,008
+9%
减持
NVDA
NVIDIA CORPORATION
-$27.7K
2,091
-21%
减持
XLI
SELECT SECTOR SPDR TR
+$25.3K
5,305
-1%
增持
IVV
ISHARES TR
+$21.6K
344
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$21.4K
2,767
-2%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$20.6K
5,975
+5%
减持
IWO
ISHARES TR
+$15.4K
1,572
-8%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$14.1K
10,133
-5%
增持
MCD
MCDONALDS CORP
+$11.7K
901
+0%
减持
GDEC
FIRST TR EXCHNG TRADED FD VI
+$11.4K
7,600
-0%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$10.8K
8,242
+3%
增持
GBDC
GOLUB CAP BDC INC
+$10.3K
17,179
+12%
减持
—
EXXON MOBIL CORP
-$6.7K
4,142
-6%
增持
VIGI
VANGUARD WHITEHALL FDS
-$1.1K
2,874
+0%
减持
BUYW
NORTHERN LTS FD TR IV
+$484
15,980
-1%
