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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 60
减持 70
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
SPYG
SPDR SER TR
+$3.2M
40,149
增持
NVDA
NVIDIA CORPORATION
+$3.0M
83,702
+937%
增持
CRM
SALESFORCE INC
+$1.7M
8,001
+592%
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
AAPL
APPLE INC
+$1.6M
67,390
-9%
清仓
MDYG
SPDR SER TR
-$1.2M
0
-100%
减持
IVV
ISHARES TR
-$1.0M
7,765
-23%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.0M
24,606
+72%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$828.0K
19,220
-21%
减持
GOOGL
ALPHABET INC
+$799.6K
28,294
-2%
增持
MSFT
MICROSOFT CORP
+$747.7K
22,227
+2%
增持
AMZN
AMAZON COM INC
+$741.7K
32,342
+6%
清仓
MTUM
ISHARES TR
-$596.1K
0
-100%
减持
IWY
ISHARES TR
-$479.1K
7,310
-30%
减持
XLE
SELECT SECTOR SPDR TR
-$472.0K
23,837
-15%
增持
AVGO
BROADCOM INC
+$426.5K
1,130
+8%
清仓
VKTX
VIKING THERAPEUTICS INC
-$378.8K
0
-100%
建仓
KSS
KOHLS CORP
+$372.8K
16,217
增持
IDV
ISHARES TR
+$353.1K
103,218
+16%
增持
META
META PLATFORMS INC
+$348.2K
6,254
+8%
减持
COST
COSTCO WHSL CORP NEW
+$344.7K
2,981
-0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$344.5K
105,791
+8%
清仓
AUB
ATLANTIC UN BANKSHARES CORP
-$331.5K
0
-100%
增持
TSLA
TESLA INC
+$280.6K
12,014
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$275.3K
19,077
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$269.1K
8,102
-30%
减持
VZ
VERIZON COMMUNICATIONS INC
-$266.4K
68,086
-7%
减持
JNJ
JOHNSON & JOHNSON
-$265.2K
10,896
-7%
清仓
HYGV
FLEXSHARES TR
-$252.7K
0
-100%
清仓
FTNT
FORTINET INC
-$248.9K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$248.3K
3,159
+9%
增持
AMGN
AMGEN INC
+$243.6K
3,749
+15%
清仓
GUNR
FLEXSHARES TR
-$232.5K
0
-100%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$230.7K
0
-100%
建仓
O
REALTY INCOME CORP
+$230.6K
4,366
增持
NFLX
NETFLIX INC
+$220.2K
1,705
+11%
建仓
VOO
VANGUARD INDEX FDS
+$219.1K
438
建仓
VGT
VANGUARD WORLD FD
+$218.0K
378
建仓
AMAT
APPLIED MATLS INC
+$217.7K
923
减持
PEP
PEPSICO INC
-$216.2K
11,311
-5%
减持
XLV
SELECT SECTOR SPDR TR
-$215.9K
15,888
-7%
增持
ADBE
ADOBE INC
+$215.2K
2,412
+8%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$214.7K
95,845
+19%
清仓
VICI
VICI PPTYS INC
-$210.5K
0
-100%
建仓
VRSK
VERISK ANALYTICS INC
+$210.2K
780
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$206.3K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$203.2K
0
-100%
建仓
DLR
DIGITAL RLTY TR INC
+$202.8K
1,334
减持
CVX
CHEVRON CORP NEW
-$187.9K
6,740
-14%
增持
XLK
SELECT SECTOR SPDR TR
+$186.1K
9,421
+1%
增持
INTC
INTEL CORP
-$149.1K
16,960
+11%
增持
HD
HOME DEPOT INC
-$148.3K
4,060
+1%
减持
D
DOMINION ENERGY INC
-$142.4K
54,805
-5%
减持
SPSM
SPDR SER TR
-$140.2K
29,894
-7%
减持
MO
ALTRIA GROUP INC
-$132.7K
32,003
-12%
减持
DUK
DUKE ENERGY CORP NEW
-$127.4K
2,740
-34%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$126.0K
13,671
+43%
增持
VTI
VANGUARD INDEX FDS
+$115.7K
13,977
+0%
增持
PFE
PFIZER INC
+$104.0K
45,517
+8%
减持
QLC
FLEXSHARES TR
-$102.4K
5,838
-26%
增持
MDLZ
MONDELEZ INTL INC
+$101.2K
8,014
+33%
增持
SBUX
STARBUCKS CORP
-$99.6K
13,208
+7%
增持
VUG
VANGUARD INDEX FDS
+$97.8K
2,288
+4%
减持
MCD
MCDONALDS CORP
-$96.8K
3,354
-1%
增持
TMUS
T-MOBILE US INC
+$95.7K
3,670
+9%
减持
PM
PHILIP MORRIS INTL INC
+$95.6K
10,595
-1%
减持
—
EXXON MOBIL CORP
-$93.3K
19,562
-3%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$90.8K
36,695
+0%
减持
TLTD
FLEXSHARES TR
-$90.8K
3,913
-23%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$90.8K
7,960
+2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$89.4K
3,421
-28%
减持
ALL
ALLSTATE CORP
-$89.2K
2,417
-12%
减持
SO
SOUTHERN CO
-$86.4K
6,487
-21%
增持
GOOG
ALPHABET INC
+$82.5K
2,126
+5%
减持
MS
MORGAN STANLEY
-$81.5K
4,119
-20%
增持
SPY
SPDR S&P 500 ETF TR
+$80.9K
782
+19%
减持
WMT
WALMART INC
+$78.8K
16,307
-4%
增持
LLY
ELI LILLY & CO
+$78.2K
534
+2%
增持
T
AT&T INC
+$77.3K
49,860
+0%
减持
TILT
FLEXSHARES TR
-$76.6K
1,311
-23%
增持
FCOM
FIDELITY COVINGTON TRUST
+$75.5K
27,368
+0%
减持
MRK
MERCK & CO INC
-$72.8K
7,964
-1%
减持
CZA
INVESCO EXCHANGE TRADED FD T
-$71.1K
6,174
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$68.2K
12,261
-9%
增持
ABBV
ABBVIE INC
-$64.7K
8,796
+2%
增持
CMCSA
COMCAST CORP NEW
-$61.0K
22,377
+3%
减持
DIS
DISNEY WALT CO
-$56.2K
2,215
-2%
增持
HTGC
HERCULES CAPITAL INC
+$55.0K
15,302
+9%
增持
SPYM
SPDR SER TR
+$54.0K
5,672
+13%
减持
QQQ
INVESCO QQQ TR
+$53.0K
3,138
-4%
减持
SDY
SPDR SER TR
-$49.1K
2,580
-10%
减持
VDE
VANGUARD WORLD FD
-$48.9K
4,598
-5%
减持
TXN
TEXAS INSTRS INC
+$48.4K
6,696
-7%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$46.0K
658
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$40.8K
3,538
+4%
增持
SPTM
SPDR SER TR
+$40.7K
12,029
+2%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$38.8K
7,529
-11%
增持
PG
PROCTER AND GAMBLE CO
+$37.0K
8,024
+1%
增持
MOAT
VANECK ETF TRUST
+$36.6K
4,168
+16%
增持
WM
WASTE MGMT INC DEL
+$35.4K
1,166
+16%
减持
DGRS
WISDOMTREE TR
-$33.0K
4,606
-9%
减持
HSY
HERSHEY CO
-$32.8K
1,305
-7%
减持
GBIL
GOLDMAN SACHS ETF TR
-$32.6K
2,928
-9%
增持
KO
COCA COLA CO
+$32.1K
12,486
+0%
增持
VDC
VANGUARD WORLD FD
+$31.9K
5,613
+3%
减持
EFAV
ISHARES TR
-$31.6K
3,751
-9%
减持
DVN
DEVON ENERGY CORP NEW
-$31.1K
10,361
-0%
减持
BAC
BANK AMERICA CORP
+$28.9K
23,744
-2%
减持
NEE
NEXTERA ENERGY INC
+$28.9K
4,328
-0%
减持
GSK
GSK PLC
-$28.6K
5,753
-1%
减持
QLV
FLEXSHARES TR
+$28.0K
26,650
-1%
减持
CMI
CUMMINS INC
-$27.8K
985
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$27.6K
7,679
-3%
减持
RYLD
GLOBAL X FDS
-$27.5K
11,749
-8%
减持
NVO
NOVO-NORDISK A S
+$26.8K
3,823
-5%
减持
UBER
UBER TECHNOLOGIES INC
-$26.2K
3,231
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$25.8K
2,509
-3%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$24.8K
8,704
-10%
增持
F
FORD MTR CO DEL
-$23.5K
32,292
+0%
增持
—
DIANA SHIPPING INC
+$23.4K
26,032
+47%
增持
CAT
CATERPILLAR INC
-$22.5K
740
+1%
减持
SPGM
SPDR INDEX SHS FDS
-$22.0K
4,473
-9%
减持
SPYV
SPDR SER TR
-$22.0K
14,703
-0%
增持
GILD
GILEAD SCIENCES INC
+$21.5K
12,255
+10%
清仓
—
AVROBIO INC
-$20.7K
0
-100%
减持
QCOM
QUALCOMM INC
+$20.1K
4,326
-13%
减持
QYLD
GLOBAL X FDS
-$20.0K
14,317
-6%
减持
XLU
SELECT SECTOR SPDR TR
-$18.5K
6,608
-7%
增持
CSCO
CISCO SYS INC
-$18.1K
29,039
+4%
增持
XLC
SELECT SECTOR SPDR TR
+$18.0K
3,237
+2%
增持
QLVD
FLEXSHARES TR
+$18.0K
10,000
+9%
增持
UPS
UNITED PARCEL SERVICE INC
-$17.4K
2,044
+2%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$17.2K
90,619
-2%
增持
V
VISA INC
-$14.8K
941
+0%
减持
BSM
BLACK STONE MINERALS L P
-$14.2K
17,865
-3%
减持
IJR
ISHARES TR
-$14.1K
2,476
-2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$13.8K
14,871
-2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$13.6K
6,238
-3%
增持
INTU
INTUIT
+$13.4K
1,133
+1%
增持
NOW
SERVICENOW INC
+$13.0K
316
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$12.1K
6,736
+13%
减持
IUSG
ISHARES TR
+$11.6K
1,703
-3%
减持
IJH
ISHARES TR
-$11.4K
4,228
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$11.0K
2,219
-2%
增持
PDN
INVESCO EXCH TRADED FD TR II
+$10.4K
15,099
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$9.7K
5,233
-2%
增持
JSML
JANUS DETROIT STR TR
-$9.1K
35,247
+2%
减持
ELV
ELEVANCE HEALTH INC
+$8.3K
465
-1%
减持
ABR
ARBOR REALTY TRUST INC
+$8.1K
10,440
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.7K
5,252
-1%
增持
FLTR
VANECK ETF TRUST
+$7.1K
21,389
+1%
