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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 91 项
建仓 10
增持 17
减持 54
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
QGRW
WISDOMTREE TR
+$2.8M
402,504
+11%
增持
BUFB
INNOVATOR ETFS TRUST
+$2.5M
141,548
+87%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.2M
277,356
-23%
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
USMF
WISDOMTREE TR
-$1.8M
128,345
-20%
增持
BUFF
INNOVATOR ETFS TRUST
+$1.3M
55,183
+82%
增持
SFLR
INNOVATOR ETFS TRUST
+$1.2M
73,268
+80%
建仓
IEF
ISHARES TR
+$798.5K
8,304
减持
LQDH
ISHARES U S ETF TR
-$695.2K
21,088
-26%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
+$637.4K
112,920
-13%
减持
CEF
SPROTT ASSET MANAGEMENT LP
+$518.4K
85,325
-8%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$432.8K
6,853
-53%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$429.0K
34,977
-35%
清仓
VPU
VANGUARD WORLD FD
-$392.6K
0
-100%
建仓
BITB
BITWISE BITCOIN ETF TR
+$382.7K
8,046
建仓
EMLC
VANECK ETF TRUST
+$367.4K
14,230
清仓
SCHA
SCHWAB STRATEGIC TR
-$340.5K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$336.8K
537
减持
VOE
VANGUARD INDEX FDS
-$315.4K
34,435
-6%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$313.7K
6,663
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$306.4K
56,228
-10%
增持
BALT
INNOVATOR ETFS TRUST
+$275.2K
22,992
+52%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$253.3K
36,721
-13%
减持
MU
MICRON TECHNOLOGY INC
+$250.4K
2,958
-17%
清仓
HYG
ISHARES TR
-$250.4K
0
-100%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$248.3K
0
-100%
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$245.8K
0
-100%
建仓
AGQ
PROSHARES TR II
+$244.8K
1,578
建仓
ETHW
BITWISE ETHEREUM ETF
+$235.4K
11,067
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$232.5K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$218.8K
9,866
+59%
清仓
SGOV
ISHARES TR
-$215.7K
0
-100%
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$211.2K
0
-100%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$209.4K
0
-100%
建仓
RTX
RTX CORPORATION
+$202.5K
1,104
建仓
IJH
ISHARES TR
+$200.4K
3,037
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$199.5K
14,301
-22%
减持
JVAL
J P MORGAN EXCHANGE TRADED F
+$197.3K
163,464
-1%
减持
COWZ
PACER FDS TR
-$182.2K
16,428
-19%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$170.6K
29,496
-19%
增持
VIGI
VANGUARD WHITEHALL FDS
+$158.0K
4,543
+58%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$154.5K
11,636
增持
COIN
COINBASE GLOBAL INC
-$153.9K
1,782
+8%
减持
SBUX
STARBUCKS CORP
-$137.5K
3,800
-30%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$136.7K
66,071
-8%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$130.7K
23,275
-11%
减持
MTUM
ISHARES TR
-$129.2K
15,801
-1%
减持
VTI
VANGUARD INDEX FDS
-$124.7K
4,258
-10%
减持
BIL
SPDR SERIES TRUST
-$123.7K
4,938
-21%
减持
MSFT
MICROSOFT CORP
-$117.8K
2,517
-2%
减持
DGRW
WISDOMTREE TR
-$114.6K
262,661
-1%
减持
COST
COSTCO WHSL CORP NEW
-$114.5K
1,503
-1%
减持
VBR
VANGUARD INDEX FDS
-$102.4K
1,434
-26%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$101.4K
8,675
-14%
增持
BA
BOEING CO
+$95.4K
1,676
+35%
减持
XLI
SELECT SECTOR SPDR TR
-$93.9K
4,669
-12%
增持
GOOGL
ALPHABET INC
+$88.1K
1,211
+1%
减持
IWO
ISHARES TR
-$84.6K
1,296
-18%
减持
AAPL
APPLE INC
+$84.3K
5,999
-1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$75.7K
6,584
-20%
增持
AMZN
AMAZON COM INC
+$66.8K
5,781
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$65.6K
2,665
-5%
减持
JAAA
JANUS DETROIT STR TR
-$63.5K
6,785
-15%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$61.9K
22,817
-5%
减持
AVUV
AMERICAN CENTY ETF TR
-$59.4K
4,210
-14%
减持
PRIM
PRIMORIS SVCS CORP
-$59.3K
3,225
-4%
增持
VO
VANGUARD INDEX FDS
+$53.9K
1,289
+18%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$50.5K
8,218
-5%
减持
GSBD
GOLDMAN SACHS BDC INC
-$38.5K
24,951
-6%
增持
NVDA
NVIDIA CORPORATION
+$36.6K
2,288
+9%
减持
SCHG
SCHWAB STRATEGIC TR
-$35.4K
17,335
-8%
减持
TSLA
TESLA INC
-$32.6K
766
-10%
增持
—
EXXON MOBIL CORP
+$32.3K
4,149
+0%
减持
BUYW
NORTHERN LTS FD TR IV
-$31.1K
13,683
-14%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$29.8K
15,485
-14%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$28.5K
12,841
-8%
减持
GDEC
FIRST TR EXCHNG TRADED FD VI
-$26.3K
6,675
-12%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$24.6K
5,294
-11%
增持
MUB
ISHARES TR
+$18.8K
3,555
+5%
减持
GBDC
GOLUB CAP BDC INC
-$18.2K
15,987
-7%
增持
DGRS
WISDOMTREE TR
+$16.8K
79,372
+1%
减持
FICS
FIRST TR EXCHANGE TRADED FD
-$14.8K
6,759
-10%
增持
AIQ
GLOBAL X FDS
+$10.2K
5,874
+1%
减持
MCD
MCDONALDS CORP
-$10.0K
863
-4%
减持
PFF
ISHARES TR
-$9.8K
9,532
-1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$6.0K
53,487
-1%
清仓
ADAPY
ADAPTIMMUNE THERAPEUTICS PLC
-$4.8K
0
-100%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$4.7K
15,669
-3%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$4.3K
877
-13%
减持
SCHV
SCHWAB STRATEGIC TR
-$4.3K
11,419
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.5K
2,701
-2%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2K
19,036
-1%
