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Colonial River Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Colonial River Wealth Management, LLC
报告期 2026-03-31 · CIK 0001845859
持仓数
229
前50大市值合计
$192.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 24
增持 62
减持 54
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPYV
SPDR SER TR
+$5.5M
179,552
+325%
减持
SPYM
SPDR SER TR
-$5.5M
9,466
-93%
建仓
MDYV
SPDR SER TR
+$3.9M
60,797
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
PKW
INVESCO EXCHANGE TRADED FD T
+$3.8M
44,938
增持
IVV
ISHARES TR
+$3.7M
11,531
+445%
建仓
VDE
VANGUARD WORLD FDS
+$2.7M
22,088
增持
BSV
VANGUARD BD INDEX FDS
+$2.6M
39,474
+729%
减持
IJR
ISHARES TR
-$2.3M
7,671
-78%
清仓
IXUS
ISHARES TR
-$2.2M
0
-100%
清仓
IEF
ISHARES TR
-$2.0M
0
-100%
清仓
ITOT
ISHARES TR
-$1.4M
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$861.7K
8,904
-67%
减持
XLE
SELECT SECTOR SPDR TR
-$848.0K
45,787
-32%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$844.0K
0
-100%
减持
TSLA
TESLA INC
-$808.0K
3,718
-22%
减持
XLP
SELECT SECTOR SPDR TR
-$768.8K
25,918
-36%
清仓
SHV
ISHARES TR
-$743.0K
0
-100%
减持
GLDM
WORLD GOLD TR
-$739.3K
7,177
-76%
增持
QLV
FLEXSHARES TR
+$661.3K
79,741
+11%
增持
CVX
CHEVRON CORP NEW
+$606.1K
9,371
+25%
建仓
FCOM
FIDELITY COVINGTON TRUST
+$560.5K
18,044
增持
—
EXXON MOBIL CORP
+$556.4K
20,611
+5%
增持
PFE
PFIZER INC
+$517.5K
29,244
+30%
减持
STIP
ISHARES TR
-$514.1K
16,985
-24%
减持
AMZN
AMAZON COM INC
-$435.2K
14,021
-2%
减持
AAPL
APPLE INC
-$416.2K
42,406
-1%
建仓
VICI
VICI PPTYS INC
+$370.9K
11,449
增持
MRK
MERCK & CO INC
+$359.4K
10,747
+11%
增持
JPM
JPMORGAN CHASE & CO
+$324.0K
9,314
+5%
建仓
MPLX
MPLX LP
+$308.8K
9,404
增持
PM
PHILIP MORRIS INTL INC
+$305.9K
16,381
+1%
增持
D
DOMINION ENERGY INC
-$278.6K
40,499
+1%
建仓
CMC
COMMERCIAL METALS CO
+$268.7K
5,563
建仓
TROW
PRICE T ROWE GROUP INC
+$263.5K
2,416
增持
HD
HOME DEPOT INC
+$262.5K
5,628
+2%
建仓
QLC
FLEXSHARES TR
+$262.1K
6,151
清仓
YUM
YUM BRANDS INC
-$262.0K
0
-100%
清仓
IXN
ISHARES TR
-$257.0K
0
-100%
减持
GDX
VANECK ETF TRUST
-$253.0K
49,510
-29%
减持
TIPX
SPDR SER TR
-$251.2K
80,854
-16%
减持
XLI
SELECT SECTOR SPDR TR
+$248.2K
16,772
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$246.1K
13,797
-17%
增持
PG
PROCTER AND GAMBLE CO
+$242.1K
7,978
+4%
建仓
—
FERGUSON PLC NEW
+$240.0K
1,890
建仓
MA
MASTERCARD INCORPORATED
+$234.0K
673
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$231.6K
25,878
-7%
建仓
GILD
GILEAD SCIENCES INC
+$231.3K
2,694
建仓
APH
AMPHENOL CORP NEW
+$230.0K
3,021
减持
QQQ
INVESCO QQQ TR
-$229.7K
4,932
-15%
建仓
TSN
TYSON FOODS INC
+$228.6K
3,673
清仓
—
BROOKFIELD INFRAST PARTNERS
-$226.0K
0
-100%
建仓
DOW
DOW INC
+$223.7K
4,440
建仓
EOG
EOG RES INC
+$222.9K
1,721
增持
XLU
SELECT SECTOR SPDR TR
+$221.5K
23,241
+7%
建仓
FISR
SSGA ACTIVE TR
+$220.8K
8,625
建仓
NUE
NUCOR CORP
+$215.5K
1,635
建仓
KMB
KIMBERLY-CLARK CORP
+$210.5K
1,551
清仓
—
NEXTERA ENERGY INC
-$210.0K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$208.4K
1,400
建仓
DVN
DEVON ENERGY CORP NEW
+$206.9K
3,363
清仓
—
SUNPOWER CORP
-$202.0K
0
-100%
建仓
AMGN
AMGEN INC
+$200.4K
763
建仓
SHW
SHERWIN WILLIAMS CO
+$200.3K
844
增持
CSCO
CISCO SYS INC
+$189.4K
17,263
+9%
减持
FLTR
VANECK ETF TRUST
-$183.0K
56,513
-12%
增持
NVDA
NVIDIA CORPORATION
+$174.5K
6,757
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$166.1K
3,299
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$153.9K
32,562
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$143.1K
2,415
+7%
增持
JNJ
JOHNSON & JOHNSON
+$140.4K
10,429
+0%
增持
ABBV
ABBVIE INC
+$137.2K
4,314
+3%
减持
SPSM
SPDR SER TR
-$128.0K
96,293
-11%
增持
CMI
CUMMINS INC
+$127.0K
2,658
+5%
减持
SBUX
STARBUCKS CORP
+$124.9K
8,578
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$124.8K
704
-36%
增持
INTC
INTEL CORP
+$123.6K
26,696
+18%
增持
LLY
LILLY ELI & CO
+$118.7K
915
+37%
增持
—
BLACKROCK INC
+$116.1K
566
+9%
减持
ROST
ROSS STORES INC
+$109.9K
3,609
-1%
增持
JXN
JACKSON FINANCIAL INC
+$108.6K
13,784
+3%
增持
MSFT
MICROSOFT CORP
+$107.3K
9,000
+2%
增持
AFL
AFLAC INC
+$105.3K
6,315
+2%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$102.5K
22,389
+0%
减持
ELV
ELEVANCE HEALTH INC
+$99.2K
1,702
-0%
减持
MCD
MCDONALDS CORP
-$98.8K
2,691
-23%
减持
BA
BOEING CO
+$97.4K
1,687
-9%
减持
KO
COCA COLA CO
-$96.3K
10,103
-23%
增持
BAC
BANK AMERICA CORP
+$93.5K
17,647
+9%
增持
MET
METLIFE INC
+$93.2K
6,152
+6%
增持
SCCO
SOUTHERN COPPER CORP
+$92.4K
4,842
+8%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$89.9K
27,553
-15%
减持
SDY
SPDR SER TR
+$89.9K
7,057
-1%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$89.4K
23,647
-1%
减持
CAT
CATERPILLAR INC
+$86.0K
1,411
-8%
增持
XLSR
SSGA ACTIVE TR
+$80.5K
10,858
+14%
增持
HON
HONEYWELL INTL INC
+$80.2K
1,555
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$78.9K
16,556
-2%
减持
BIL
SPDR SER TR
-$78.9K
3,642
-19%
减持
TDTT
FLEXSHARES TR
-$77.3K
23,667
-13%
减持
XLV
SELECT SECTOR SPDR TR
+$77.3K
21,195
-8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$75.6K
12,475
+1%
减持
T
AT&T INC
+$73.7K
24,807
-1%
减持
ORCL
ORACLE CORP
+$72.8K
4,463
-7%
减持
LMT
LOCKHEED MARTIN CORP
+$72.2K
1,022
-7%
增持
IRM
IRON MTN INC DEL
+$71.5K
9,839
+3%
增持
HYGV
FLEXSHARES TR
+$71.2K
21,008
+7%
增持
PNC
PNC FINL SVCS GROUP INC
+$70.2K
5,206
+3%
减持
GOOG
ALPHABET INC
-$64.1K
2,591
-15%
减持
IJH
ISHARES TR
+$63.4K
3,239
-1%
增持
COP
CONOCOPHILLIPS
+$61.4K
3,639
+1%
减持
SPDW
SPDR INDEX SHS FDS
-$59.3K
63,952
-16%
减持
VTV
VANGUARD INDEX FDS
+$57.5K
4,421
-3%
建仓
BTG
B2GOLD CORP
+$57.5K
16,110
增持
—
EATON CORP PLC
+$57.3K
1,875
+6%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$56.8K
9,815
-0%
增持
PEP
PEPSICO INC
+$56.1K
2,840
+1%
增持
META
META PLATFORMS INC
-$55.6K
5,073
+3%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$54.9K
6,490
+14%
减持
CRM
SALESFORCE INC
-$54.0K
1,923
-10%
增持
L
LOEWS CORP
+$53.4K
4,687
+6%
增持
AQN
ALGONQUIN PWR UTILS CORP
-$51.9K
13,505
+5%
减持
WMT
WALMART INC
-$50.0K
4,598
-15%
增持
LOW
LOWES COS INC
+$49.9K
2,334
+6%
减持
DIS
DISNEY WALT CO
-$49.3K
2,609
-11%
增持
GIS
GENERAL MLS INC
+$49.1K
3,138
+12%
减持
DUK
DUKE ENERGY CORP NEW
+$47.3K
6,071
-2%
减持
AME
AMETEK INC
+$44.8K
1,795
-1%
增持
GUNR
FLEXSHARES TR
+$44.7K
5,722
+5%
增持
NEE
NEXTERA ENERGY INC
+$44.7K
6,432
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$44.4K
1,976
+1%
减持
VHT
VANGUARD WORLD FDS
-$43.4K
829
-25%
增持
MRSH
MARSH & MCLENNAN COS INC
+$42.9K
1,734
+6%
增持
—
ACCENTURE PLC IRELAND
+$40.8K
1,416
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$40.4K
6,757
+11%
减持
SPTM
SPDR SER TR
+$40.0K
73,610
-6%
增持
IUSV
ISHARES TR
+$39.1K
4,292
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$37.7K
487
+0%
增持
GLD
SPDR GOLD TR
+$36.7K
2,126
+2%
减持
CZA
INVESCO EXCHANGE TRADED FD T
+$36.4K
9,612
-6%
减持
QLVD
FLEXSHARES TR
+$36.1K
14,420
-0%
增持
MMM
3M CO
+$34.7K
2,207
+6%
增持
BX
BLACKSTONE INC
-$34.3K
9,553
+8%
增持
WM
WASTE MGMT INC DEL
+$30.8K
1,771
+15%
增持
AGG
ISHARES TR
+$30.0K
2,474
+13%
减持
V
VISA INC
+$27.7K
1,221
-4%
增持
SRLN
SSGA ACTIVE ETF TR
+$25.3K
9,298
+7%
减持
SPHD
INVESCO EXCH TRADED FD TR II
+$21.1K
12,392
-7%
增持
REGN
REGENERON PHARMACEUTICALS
+$21.0K
341
+5%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$20.3K
27,528
-9%
减持
CI
CIGNA CORP NEW
+$19.9K
881
-10%
