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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 29
增持 42
减持 57
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
IEF
ISHARES TR
+$9.3M
94,083
建仓
SPTI
SPDR SER TR
+$9.3M
321,583
减持
SPYV
SPDR SER TR
-$5.6M
34,970
-81%
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
IVV
ISHARES TR
-$4.1M
785
-93%
清仓
MDYV
SPDR SER TR
-$3.9M
0
-100%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$3.8M
0
-100%
增持
QLC
FLEXSHARES TR
+$3.3M
77,727
+1164%
建仓
TLTD
FLEXSHARES TR
+$2.9M
45,378
建仓
GBIL
GOLDMAN SACHS ETF TR
+$2.5M
25,002
建仓
TILT
FLEXSHARES TR
+$2.3M
14,887
建仓
MINT
PIMCO ETF TR
+$2.3M
22,912
减持
BSV
VANGUARD BD INDEX FDS
-$2.3M
9,206
-77%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.9M
40,244
建仓
BNDC
FLEXSHARES TR
+$1.5M
66,326
减持
AAPL
APPLE INC
+$1.5M
42,246
-0%
增持
HYGV
FLEXSHARES TR
+$1.3M
51,804
+147%
减持
SPTM
SPDR SER TR
-$1.2M
44,958
-39%
减持
STIP
ISHARES TR
-$1.1M
5,755
-66%
增持
BIL
SPDR SER TR
+$1.1M
15,180
+317%
减持
VDE
VANGUARD WORLD FDS
-$1.0M
14,347
-35%
减持
QLV
FLEXSHARES TR
-$985.5K
58,835
-26%
增持
GUNR
FLEXSHARES TR
+$955.1K
28,466
+397%
建仓
TLTE
FLEXSHARES TR
+$915.2K
18,643
减持
NVDA
NVIDIA CORPORATION
+$876.6K
6,711
-1%
减持
GDX
VANECK ETF TRUST
-$815.0K
18,670
-62%
建仓
SHV
ISHARES TR
+$795.9K
7,203
建仓
VDC
VANGUARD WORLD FDS
+$727.8K
3,761
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$722.5K
0
-100%
减持
SPSM
SPDR SER TR
-$668.9K
76,544
-21%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$668.6K
16,406
-37%
减持
XLU
SELECT SECTOR SPDR TR
-$637.6K
14,786
-36%
减持
XLRE
SELECT SECTOR SPDR TR
-$620.5K
15,053
-53%
建仓
VPU
VANGUARD WORLD FDS
+$598.8K
4,059
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$562.5K
0
-100%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$552.4K
13,567
-51%
增持
XLE
SELECT SECTOR SPDR TR
+$526.5K
54,708
+19%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$496.7K
19,139
-30%
建仓
RAVI
FLEXSHARES TR
+$495.3K
6,622
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$484.1K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$458.1K
11,752
-30%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$449.3K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$448.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$443.9K
9,026
+0%
建仓
NFRA
FLEXSHARES TR
+$431.8K
8,312
增持
SPYM
SPDR SER TR
+$400.7K
17,164
+81%
增持
TSLA
TESLA INC
+$385.5K
4,066
+9%
建仓
GQRE
FLEXSHARES TR
+$381.6K
7,200
清仓
SRLN
SSGA ACTIVE ETF TR
-$380.3K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$377.8K
0
-100%
清仓
ORCL
ORACLE CORP
-$364.8K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$354.9K
48,066
-25%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$341.0K
0
-100%
增持
TDTT
FLEXSHARES TR
+$338.0K
37,014
+56%
清仓
FEP
FIRST TR EXCH TRD ALPHDX FD
-$315.8K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$312.8K
2,547
减持
PDN
INVESCO EXCH TRADED FD TR II
-$312.7K
12,504
-47%
增持
QQQ
INVESCO QQQ TR
+$305.5K
5,044
+2%
清仓
FTXO
FIRST TR EXCHANGE-TRADED FD
-$305.0K
0
-100%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$303.9K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$303.5K
13,927
-15%
建仓
IXUS
ISHARES TR
+$291.5K
4,706
减持
FLTR
VANECK ETF TRUST
-$273.6K
45,353
-20%
增持
IJR
ISHARES TR
+$272.8K
10,329
+35%
清仓
CMC
COMMERCIAL METALS CO
-$268.7K
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$265.4K
12,701
-23%
建仓
NRG
NRG ENERGY INC
+$262.4K
7,651
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$258.1K
0
-100%
减持
META
META PLATFORMS INC
+$256.6K
4,091
-19%
建仓
SCHO
SCHWAB STRATEGIC TR
+$250.0K
5,125
清仓
SPIB
SPDR SER TR
-$248.8K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$246.0K
9,740
-29%
建仓
FTNT
FORTINET INC
+$244.8K
3,683
建仓
NVO
NOVO-NORDISK A S
+$241.2K
1,516
建仓
AOS
SMITH A O CORP
+$239.7K
3,466
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$233.8K
4,133
建仓
—
NEXTERA ENERGY INC
+$233.0K
4,827
减持
AMZN
AMAZON COM INC
+$232.6K
13,654
-3%
建仓
KMI
KINDER MORGAN INC DEL
+$231.9K
13,246
减持
UNH
UNITEDHEALTH GROUP INC
-$228.6K
2,225
-8%
建仓
LEN
LENNAR CORP
+$226.1K
2,151
清仓
EOG
EOG RES INC
-$222.9K
0
-100%
减持
MET
METLIFE INC
-$215.5K
3,965
-36%
建仓
IEFA
ISHARES TR
+$214.7K
3,212
建仓
OMF
ONEMAIN HLDGS INC
+$214.0K
5,772
清仓
KMB
KIMBERLY-CLARK CORP
-$210.5K
0
-100%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$209.2K
6,195
清仓
DVN
DEVON ENERGY CORP NEW
-$206.9K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$205.6K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$200.3K
0
-100%
增持
D
DOMINION ENERGY INC
-$184.8K
41,112
+2%
减持
HD
HOME DEPOT INC
-$181.6K
5,408
-4%
减持
JPM
JPMORGAN CHASE & CO
-$180.5K
8,200
-12%
减持
RYLD
GLOBAL X FDS
-$171.0K
29,230
-21%
减持
GOOGL
ALPHABET INC
+$159.2K
18,147
-7%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$158.6K
9,111
-26%
增持
PNC
PNC FINL SVCS GROUP INC
-$156.3K
5,239
+1%
减持
QYLD
GLOBAL X FDS
-$149.9K
34,757
-26%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$147.0K
6,913
+50%
增持
JNJ
JOHNSON & JOHNSON
+$146.8K
12,833
+23%
增持
PFE
PFIZER INC
-$145.9K
33,150
+13%
增持
CSCO
CISCO SYS INC
+$145.7K
18,520
+7%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$138.3K
19,162
-14%
增持
COST
COSTCO WHSL CORP NEW
+$136.0K
2,068
+6%
减持
TFC
TRUIST FINL CORP
-$131.0K
12,917
-3%
减持
FCOM
FIDELITY COVINGTON TRUST
-$128.0K
11,816
-35%
减持
CRM
SALESFORCE INC
+$120.4K
1,879
-2%
增持
TROW
PRICE T ROWE GROUP INC
+$105.5K
3,268
+35%
减持
SDY
SPDR SER TR
-$101.1K
6,320
-10%
增持
VUG
VANGUARD INDEX FDS
+$89.4K
2,403
+0%
增持
ELV
ELEVANCE HEALTH INC
-$89.3K
1,705
+0%
减持
NEE
NEXTERA ENERGY INC
-$81.4K
5,919
-8%
减持
COP
CONOCOPHILLIPS
-$79.4K
3,528
-3%
减持
TXN
TEXAS INSTRS INC
+$72.4K
5,111
-4%
增持
—
EXXON MOBIL CORP
+$72.1K
21,389
+4%
增持
IJH
ISHARES TR
+$71.6K
3,418
+6%
增持
NUE
NUCOR CORP
+$71.3K
1,857
+14%
减持
LLY
LILLY ELI & CO
-$66.2K
782
-15%
减持
SPHY
SPDR SER TR
-$65.4K
10,902
-23%
减持
UPS
UNITED PARCEL SERVICE INC
-$63.9K
1,416
-27%
增持
AMGN
AMGEN INC
+$62.9K
1,089
+43%
增持
JXN
JACKSON FINANCIAL INC
+$61.6K
14,467
+5%
增持
CVX
CHEVRON CORP NEW
-$59.4K
9,945
+6%
减持
AFL
AFLAC INC
-$57.3K
6,154
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$57.1K
797
+13%
增持
BAC
BANK AMERICA CORP
-$56.9K
18,446
+5%
减持
VTI
VANGUARD INDEX FDS
+$56.5K
7,787
-3%
增持
AGG
ISHARES TR
+$53.9K
2,949
+19%
减持
CZA
INVESCO EXCHANGE TRADED FD T
-$51.8K
9,193
-4%
增持
XLV
SELECT SECTOR SPDR TR
+$51.7K
22,640
+7%
增持
MPLX
MPLX LP
+$51.5K
10,459
+11%
减持
GLDM
WORLD GOLD TR
-$47.6K
5,423
-24%
减持
NOC
NORTHROP GRUMMAN CORP
-$47.3K
473
-3%
减持
BX
BLACKSTONE INC
+$45.3K
8,584
-10%
增持
HSY
HERSHEY CO
+$43.3K
1,571
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$43.1K
12,546
+1%
增持
IRM
IRON MTN INC DEL
+$43.1K
10,084
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$41.5K
1,807
-9%
增持
CI
THE CIGNA GROUP
-$41.5K
980
+11%
减持
ROST
ROSS STORES INC
-$39.0K
3,580
-1%
减持
MCD
MCDONALDS CORP
+$38.8K
2,675
-1%
增持
MRK
MERCK & CO INC
+$38.8K
11,572
+8%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$36.9K
6,685
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$36.9K
12,844
+5%
减持
TIPX
SPDR SER TR
+$36.4K
80,301
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$36.3K
975
-5%
增持
GIS
GENERAL MLS INC
+$35.7K
3,497
+11%
增持
MRVL
MARVELL TECHNOLOGY INC
+$35.5K
5,458
+1%
增持
APH
AMPHENOL CORP NEW
+$33.5K
3,225
+7%
减持
SCCO
SOUTHERN COPPER CORP
+$33.5K
4,274
-12%
减持
BA
BOEING CO
+$33.0K
1,668
-1%
