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
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 57
增持 50
减持 36
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
-$8.6M
7,358
-96%
清仓
IXUS
ISHARES TR
-$4.4M
0
-100%
减持
QLC
FLEXSHARES TR
-$2.8M
10,715
-85%
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。
增持
MSFT
MICROSOFT CORP
+$2.8M
17,891
+44%
增持
AAPL
APPLE INC
+$2.6M
52,824
+19%
建仓
IVV
ISHARES TR
+$2.6M
5,435
减持
IJR
ISHARES TR
-$2.5M
12,036
-70%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$2.2M
0
-100%
建仓
IWY
ISHARES TR
+$2.1M
12,070
减持
TLTD
FLEXSHARES TR
-$2.0M
5,931
-85%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.0M
21,995
+94%
增持
SPYV
SPDR SER TR
+$2.0M
65,981
+153%
建仓
IJS
ISHARES TR
+$2.0M
19,207
减持
TILT
FLEXSHARES TR
-$1.9M
2,058
-85%
减持
BNDC
FLEXSHARES TR
-$1.7M
9,664
-89%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
8,401
+38%
增持
GOOGL
ALPHABET INC
+$1.4M
22,087
+72%
减持
XLE
SELECT SECTOR SPDR TR
-$1.4M
35,987
-26%
减持
MINT
PIMCO ETF TR
-$1.4M
6,790
-67%
减持
GBIL
GOLDMAN SACHS ETF TR
-$1.4M
6,964
-66%
清仓
IEF
ISHARES TR
-$1.2M
0
-100%
减持
—
EXXON MOBIL CORP
-$1.1M
21,960
-22%
减持
GUNR
FLEXSHARES TR
-$1.1M
7,575
-78%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.1M
13,646
-62%
增持
D
DOMINION ENERGY INC
+$1.0M
46,541
+80%
增持
XLU
SELECT SECTOR SPDR TR
+$913.4K
23,958
+134%
减持
HYGV
FLEXSHARES TR
-$913.3K
27,647
-46%
建仓
MDYV
SPDR SER TR
+$905.9K
12,346
增持
META
META PLATFORMS INC
+$888.9K
4,629
+85%
增持
TSLA
TESLA INC
+$847.9K
7,238
+91%
增持
QYLD
GLOBAL X FDS
+$837.1K
77,939
+154%
增持
RYLD
GLOBAL X FDS
+$836.6K
76,630
+193%
增持
SDY
SPDR SER TR
+$830.0K
11,900
+108%
建仓
CDW
CDW CORP
+$799.5K
3,517
增持
V
VISA INC
+$733.2K
3,613
+301%
减持
CVX
CHEVRON CORP NEW
-$706.2K
7,330
-31%
清仓
TLTE
FLEXSHARES TR
-$696.9K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$695.0K
4,288
增持
MA
MASTERCARD INCORPORATED
+$675.3K
2,171
+243%
建仓
QCOM
QUALCOMM INC
+$667.0K
4,612
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$665.0K
22,396
+111%
增持
HSY
HERSHEY CO
+$654.8K
5,091
+246%
增持
LLY
ELI LILLY & CO
+$647.1K
1,616
+194%
增持
COST
COSTCO WHSL CORP NEW
+$594.1K
2,183
+46%
增持
HD
HOME DEPOT INC
+$592.3K
6,049
+22%
增持
XLI
SELECT SECTOR SPDR TR
+$581.2K
11,880
+56%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$580.6K
1,628
增持
SPTM
SPDR SER TR
+$556.1K
38,004
+20%
建仓
—
LAM RESEARCH CORP
+$554.5K
708
建仓
IDXX
IDEXX LABS INC
+$554.5K
999
减持
AVGO
BROADCOM INC
-$536.8K
229
-76%
建仓
CL
COLGATE PALMOLIVE CO
+$524.9K
6,585
建仓
MLI
MUELLER INDS INC
+$517.3K
10,971
清仓
RAVI
FLEXSHARES TR
-$512.8K
0
-100%
建仓
NFLX
NETFLIX INC
+$505.4K
1,038
建仓
ADBE
ADOBE INC
+$504.1K
845
建仓
WM
WASTE MGMT INC DEL
+$480.9K
2,685
建仓
KLAC
KLA CORP
+$472.0K
812
建仓
F
FORD MTR CO DEL
+$468.6K
38,438
增持
XLRE
SELECT SECTOR SPDR TR
+$459.0K
22,483
+73%
增持
VZ
VERIZON COMMUNICATIONS INC
+$457.2K
71,328
+4%
增持
FLTR
VANECK ETF TRUST
+$455.8K
40,747
+81%
增持
AMZN
AMAZON COM INC
+$444.3K
13,859
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$440.1K
3,166
+30%
减持
XLV
SELECT SECTOR SPDR TR
-$420.1K
15,011
-22%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$419.2K
28,386
+58%
建仓
PHM
PULTE GROUP INC
+$411.7K
3,989
增持
SPDW
SPDR INDEX SHS FDS
+$410.7K
40,344
+30%
建仓
DECK
DECKERS OUTDOOR CORP
+$409.1K
612
清仓
NFRA
FLEXSHARES TR
-$408.5K
0
-100%
增持
TIPX
SPDR SER TR
+$389.3K
55,184
+57%
建仓
DHI
D R HORTON INC
+$389.1K
2,560
减持
JPM
JPMORGAN CHASE & CO
-$388.6K
7,330
-35%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$387.2K
2,627
增持
QLV
FLEXSHARES TR
+$385.4K
48,410
+7%
减持
EFAV
ISHARES TR
-$376.1K
8,707
-42%
增持
PM
PHILIP MORRIS INTL INC
+$369.9K
9,929
+63%
建仓
ABT
ABBOTT LABS
+$367.6K
3,339
减持
TDTT
FLEXSHARES TR
-$366.2K
10,561
-60%
减持
SPGM
SPDR INDEX SHS FDS
-$361.4K
11,113
-43%
清仓
GQRE
FLEXSHARES TR
-$358.8K
0
-100%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$356.2K
25,934
-42%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$353.8K
24,115
-43%
增持
FCOM
FIDELITY COVINGTON TRUST
+$352.0K
16,432
+72%
建仓
LULU
LULULEMON ATHLETICA INC
+$344.6K
674
减持
DGRS
WISDOMTREE TR
-$343.0K
13,473
-43%
增持
MCD
MCDONALDS CORP
+$341.2K
4,741
+17%
建仓
GILD
GILEAD SCIENCES INC
+$340.4K
4,202
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$339.5K
23,224
-43%
建仓
ZTS
ZOETIS INC
+$334.7K
1,696
减持
VPU
VANGUARD WORLD FDS
-$319.5K
1,585
-62%
建仓
TMUS
T-MOBILE US INC
+$318.7K
1,988
建仓
HLNE
HAMILTON LANE INC
+$318.7K
2,809
建仓
O
REALTY INCOME CORP
+$317.6K
5,532
建仓
TNET
TRINET GROUP INC
+$307.2K
2,583
增持
TXN
TEXAS INSTRS INC
+$305.3K
4,763
+49%
建仓
—
ACCENTURE PLC IRELAND
+$290.6K
828
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$288.7K
14,603
+17%
减持
QQQ
INVESCO QQQ TR
-$285.4K
4,233
-25%
建仓
ADSK
AUTODESK INC
+$275.1K
1,130
建仓
ADI
ANALOG DEVICES INC
+$274.6K
1,383
建仓
GD
GENERAL DYNAMICS CORP
+$272.6K
1,050
减持
JNJ
JOHNSON & JOHNSON
-$270.7K
12,071
-13%
建仓
BSM
BLACK STONE MINERALS L P
+$269.5K
16,885
减持
ABBV
ABBVIE INC
-$264.6K
8,194
-20%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$262.8K
2,947
+107%
增持
BIL
SPDR SER TR
+$262.3K
10,678
+37%
建仓
OTIS
OTIS WORLDWIDE CORP
+$253.3K
2,831
增持
CSCO
CISCO SYS INC
+$253.0K
16,479
+53%
建仓
IT
GARTNER INC
+$251.7K
558
建仓
MCK
MCKESSON CORP
+$251.4K
543
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$248.1K
13,499
+63%
建仓
—
MEDTRONIC PLC
+$243.8K
2,959
建仓
PAYX
PAYCHEX INC
+$241.6K
2,028
建仓
MTH
MERITAGE HOMES CORP
+$238.0K
1,366
建仓
COP
CONOCOPHILLIPS
+$236.6K
2,038
建仓
SYM
SYMBOTIC INC
+$231.7K
4,513
增持
MO
ALTRIA GROUP INC
+$230.8K
36,234
+24%
建仓
ALLY
ALLY FINL INC
+$228.4K
6,541
增持
VDE
VANGUARD WORLD FDS
+$227.6K
14,472
+25%
建仓
—
FLEX LNG LTD
+$226.4K
7,790
建仓
UBER
UBER TECHNOLOGIES INC
+$225.2K
3,658
建仓
MDLZ
MONDELEZ INTL INC
+$221.6K
3,060
建仓
NSA
NATIONAL STORAGE AFFILIATES
+$219.6K
5,295
建仓
—
BLACKROCK INC
+$219.2K
270
建仓
DLR
DIGITAL RLTY TR INC
+$219.1K
1,628
建仓
EOG
EOG RES INC
+$218.5K
1,806
建仓
NOW
SERVICENOW INC
+$217.6K
308
建仓
ARKK
ARK ETF TR
+$212.9K
4,066
建仓
KMB
KIMBERLY-CLARK CORP
+$211.2K
1,738
建仓
LOW
LOWES COS INC
+$205.6K
924
建仓
BDX
BECTON DICKINSON & CO
+$205.5K
843
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$191.1K
2,879
-39%
减持
JXN
JACKSON FINANCIAL INC
+$189.0K
19,782
-8%
减持
T
AT&T INC
-$181.3K
40,110
-29%
增持
SBUX
STARBUCKS CORP
+$179.0K
7,905
+24%
减持
BAC
BANK AMERICA CORP
-$172.0K
22,999
-33%
增持
PG
PROCTER AND GAMBLE CO
+$171.2K
10,231
+12%
增持
KO
COCA COLA CO
+$169.4K
17,244
+14%
建仓
ABR
ARBOR REALTY TRUST INC
+$166.7K
10,980
减持
PEP
PEPSICO INC
-$155.0K
5,681
-14%
增持
LMT
LOCKHEED MARTIN CORP
+$154.1K
950
+41%
增持
AMGN
AMGEN INC
+$152.2K
1,751
+34%
减持
SPSM
SPDR SER TR
+$151.8K
60,799
-7%
增持
PFE
PFIZER INC
+$150.3K
38,168
+33%
减持
XLK
SELECT SECTOR SPDR TR
+$149.9K
7,478
-5%
增持
ELV
ELEVANCE HEALTH INC
+$146.0K
786
+52%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$127.4K
5,845
-30%
建仓
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$126.9K
13,093
增持
DUK
DUKE ENERGY CORP NEW
+$122.5K
4,938
+22%
