小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 104 项
建仓 17
增持 29
减持 43
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
WTV
WISDOMTREE TR
+$6.1M
64,791
减持
USMF
WISDOMTREE TR
-$6.0M
11,234
-91%
减持
SCHD
SCHWAB STRATEGIC TR
-$5.0M
83,531
-70%
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。
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$4.6M
31,616
减持
VOE
VANGUARD INDEX FDS
-$4.5M
8,502
-75%
建仓
DDWM
WISDOMTREE TR
+$3.6M
81,835
减持
DGRW
WISDOMTREE TR
-$3.6M
226,430
-14%
建仓
SHAG
WISDOMTREE TR
+$3.2M
66,393
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$2.8M
34,798
建仓
IMTM
ISHARES TR
+$2.7M
56,271
建仓
JMBS
JANUS DETROIT STR TR
+$2.7M
58,932
建仓
AVEM
AMERICAN CENTY ETF TR
+$2.2M
27,345
建仓
USFR
WISDOMTREE TR
+$2.1M
40,836
建仓
HYZD
WISDOMTREE TR
+$2.0M
89,514
增持
BUFB
INNOVATOR ETFS TRUST
+$1.4M
183,120
+29%
建仓
COPP
SPROTT FDS TR
+$1.1M
29,551
增持
BUFF
INNOVATOR ETFS TRUST
+$952.1K
74,954
+36%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$874.5K
9,262
-60%
增持
QGRW
WISDOMTREE TR
-$851.2K
426,047
+6%
清仓
IEF
ISHARES TR
-$798.5K
0
-100%
减持
CEF
SPROTT ASSET MANAGEMENT LP
-$769.5K
65,766
-23%
增持
BALT
INNOVATOR ETFS TRUST
+$755.1K
45,586
+98%
增持
SFLR
INNOVATOR ETFS TRUST
+$733.3K
96,978
+32%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$591.3K
0
-100%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
-$548.8K
86,992
-23%
建仓
SIL
GLOBAL X FDS
+$442.7K
4,914
清仓
AVUV
AMERICAN CENTY ETF TR
-$429.3K
0
-100%
减持
COWZ
PACER FDS TR
-$427.9K
8,960
-45%
清仓
IJR
ISHARES TR
-$425.0K
0
-100%
清仓
IWO
ISHARES TR
-$418.7K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$385.3K
32,639
+88%
清仓
VOO
VANGUARD INDEX FDS
-$336.8K
0
-100%
减持
MSFT
MICROSOFT CORP
-$305.3K
2,464
-2%
清仓
VBR
VANGUARD INDEX FDS
-$303.7K
0
-100%
建仓
IAGG
ISHARES TR
+$301.2K
6,019
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$289.5K
6,025
建仓
OIH
VANECK ETF TRUST
+$272.8K
675
减持
IUSG
ISHARES TR
-$260.3K
14,190
-3%
清仓
AVA
AVISTA CORP
-$257.9K
0
-100%
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$252.4K
0
-100%
建仓
VPU
VANGUARD WORLD FD
+$252.4K
1,274
清仓
AGQ
PROSHARES TR II
-$244.8K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$241.5K
0
-100%
清仓
FDL
FIRST TR EXCHANGE-TRADED FD
-$234.7K
0
-100%
减持
LQDH
ISHARES U S ETF TR
-$234.1K
18,784
-11%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$233.4K
22,930
-22%
减持
DGRS
WISDOMTREE TR
+$228.5K
78,681
-1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$218.9K
10,556
+28%
增持
COST
COSTCO WHOLESALE CORPORATION
+$216.5K
1,518
+1%
清仓
BUYW
NORTHERN LTS FD TR IV
-$195.9K
0
-100%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
-$190.4K
13,671
-28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$177.5K
2,425
-9%
增持
BIL
SPDR SERIES TRUST
+$166.4K
6,740
+36%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$160.2K
37,108
+6%
减持
COIN
COINBASE GLOBAL INC
-$157.5K
1,406
-21%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$154.5K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$151.7K
3,540
-24%
减持
AAPL
APPLE INC
-$148.2K
5,842
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$147.5K
9,523
+39%
减持
—
EXXON MOBIL CORP
+$146.8K
3,808
-8%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$127.4K
25,066
+10%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$126.7K
49,908
-11%
增持
NVDA
NVIDIA CORPORATION
+$124.9K
3,163
+38%
减持
MU
MICRON TECHNOLOGY INC
+$124.0K
2,866
-3%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$120.5K
34,571
-6%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$119.6K
9,486
-26%
增持
ETHW
BITWISE ETHEREUM ETF
+$114.7K
23,339
+111%
增持
VIGI
VANGUARD WHITEHALL FDS
+$112.8K
5,972
+31%
增持
MTUM
ISHARES TR
-$106.9K
16,035
+1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$102.5K
12,295
-14%
减持
FPE
FIRST TR EXCH TRADED FD III
-$84.7K
50,131
-6%
增持
AMZN
AMAZON COM INC
-$79.5K
6,025
+4%
减持
PRIM
PRIMORIS SVCS CORP
-$78.4K
2,251
-30%
减持
GSBD
GOLDMAN SACHS BDC INC
-$72.7K
17,883
-28%
减持
JHML
JOHN HANCOCK EXCHANGE TRADED
-$71.8K
7,933
-9%
增持
BITB
BITWISE BITCOIN ETF TR
-$70.4K
8,482
+5%
减持
MUB
ISHARES TR
-$69.9K
2,929
-18%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
-$69.5K
12,627
-19%
减持
VTI
VANGUARD INDEX FDS
-$64.8K
4,248
-0%
增持
TSLA
TESLA INC
-$54.9K
779
+2%
减持
SCHV
SCHWAB STRATEGIC TR
-$54.6K
9,297
-19%
减持
GOOGL
ALPHABET INC
-$47.2K
1,154
-5%
增持
EMLC
VANECK ETF TRUST
+$42.6K
16,327
+15%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$36.2K
65,677
-1%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
-$34.4K
163,496
+0%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$32.7K
7,378
+11%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$24.8K
6,189
-6%
减持
FICS
FIRST TR EXCHANGE TRADED FD
-$23.2K
6,351
-6%
减持
IVV
ISHARES TR
-$22.0K
327
-5%
增持
BA
BOEING CO
-$20.0K
1,728
+3%
增持
AIQ
GLOBAL X FDS
-$17.7K
6,021
+3%
增持
JAAA
JANUS DETROIT STR TR
+$16.2K
7,135
+5%
减持
GBDC
GOLUB CAP BDC INC
-$15.3K
15,926
-0%
清仓
—
BIOATLA INC
-$14.8K
0
-100%
建仓
QRHC
QUEST RESOURCE HLDG CORP
+$11.9K
10,000
减持
VO
VANGUARD INDEX FDS
-$10.5K
1,266
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$9.9K
1,402
-8%
增持
RYLD
GLOBAL X FDS
+$7.0K
13,397
+6%
增持
MCD
MCDONALDS CORP
+$6.9K
871
+1%
增持
QYLD
GLOBAL X FDS
+$5.6K
11,860
+6%
减持
SBUX
STARBUCKS CORP
+$4.6K
3,623
-5%
减持
RTX
RTX CORPORATION
+$3.8K
1,069
-3%
增持
HUMA
HUMACYTE INC
-$3.0K
19,958
+27%
减持
FTRI
FIRST TR EXCHANGE-TRADED FD
+$1.7K
13,686
-12%
