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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 53
增持 12
减持 35
清仓 50
方向
标的
Δ市值
现股数(环比)
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$7.5M
75,127
减持
VTI
VANGUARD INDEX FDS
-$3.9M
4,085
-76%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$3.7M
6,790
-71%
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
GTO
INVESCO ACTIVELY MANAGED EXC
+$3.5M
74,465
清仓
SPYG
SPDR SER TR
-$3.4M
0
-100%
建仓
QVML
INVESCO EXCH TRADED FD TR II
+$3.1M
92,100
清仓
IDV
ISHARES TR
-$3.0M
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.0M
204,374
+88%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$2.6M
9,510
-90%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$2.5M
50,666
增持
MSFT
MICROSOFT CORP
+$2.5M
19,384
+71%
清仓
IWY
ISHARES TR
-$2.5M
0
-100%
减持
AAPL
APPLE INC
-$2.4M
50,093
-7%
增持
META
META PLATFORMS INC
+$2.3M
7,060
+133%
减持
JSML
JANUS DETROIT STR TR
-$2.2M
5,237
-86%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.2M
893
-85%
建仓
ICLO
INVESCO ACTIVELY MANAGED EXC
+$2.1M
83,582
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$2.1M
0
-100%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$2.1M
52,460
+81%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.9M
11,688
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$1.9M
0
-100%
清仓
FCOM
FIDELITY COVINGTON TRUST
-$1.7M
0
-100%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.7M
4,829
-78%
减持
JPM
JPMORGAN CHASE & CO.
-$1.7M
7,001
-51%
减持
XLV
SELECT SECTOR SPDR TR
-$1.7M
2,802
-82%
建仓
GFL
GFL ENVIRONMENTAL INC
+$1.6M
33,277
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
4,752
-56%
增持
IVV
ISHARES TR
+$1.5M
3,267
+482%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.4M
27,654
减持
GOOGL
ALPHABET INC
-$1.4M
13,503
-27%
减持
AMZN
AMAZON COM INC
-$1.3M
30,509
-6%
减持
QLV
FLEXSHARES TR
-$1.2M
10,235
-64%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.2M
20,831
-51%
减持
VDC
VANGUARD WORLD FD
-$1.1M
1,223
-81%
清仓
ANET
ARISTA NETWORKS INC
-$1.1M
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$1.0M
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$987.7K
102,026
+14%
清仓
CVNA
CARVANA CO
-$973.1K
0
-100%
建仓
SE
SEA LTD
+$961.6K
7,369
清仓
AXON
AXON ENTERPRISE INC
-$934.9K
0
-100%
建仓
FV
FIRST TR EXCHANGE TRADED FD
+$876.3K
15,974
增持
V
VISA INC
+$861.7K
4,359
+107%
减持
SPDW
SPDR INDEX SHS FDS
-$856.0K
12,823
-67%
减持
JNJ
JOHNSON & JOHNSON
-$843.3K
3,995
-62%
减持
LLY
ELI LILLY & CO
-$818.3K
888
-56%
清仓
IESC
IES HLDGS INC
-$812.5K
0
-100%
增持
AVGO
BROADCOM INC
-$799.0K
14,425
+4%
建仓
TLN
TALEN ENERGY CORP
+$774.5K
3,879
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$751.9K
14,970
建仓
NRG
NRG ENERGY INC
+$750.1K
7,858
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$747.1K
16,235
清仓
AXP
AMERICAN EXPRESS CO
-$717.0K
0
-100%
减持
IRM
IRON MTN INC DEL
-$716.7K
8,795
-37%
建仓
SPTL
SPDR SER TR
+$705.2K
25,868
建仓
HEI/A
HEICO CORP NEW
+$700.2K
3,319
建仓
C
CITIGROUP INC
+$671.4K
9,458
建仓
COF
CAPITAL ONE FINL CORP
+$650.9K
3,630
清仓
ERIE
ERIE INDTY CO
-$646.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$635.3K
1,681
-31%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$633.4K
0
-100%
清仓
KKR
KKR & CO INC
-$608.9K
0
-100%
建仓
ZROZ
PIMCO ETF TR
+$606.6K
8,468
清仓
VDE
VANGUARD WORLD FD
-$606.0K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$595.1K
646
-73%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$586.2K
1,178
清仓
—
FTAI AVIATION LTD
-$574.1K
0
-100%
清仓
ORI
OLD REP INTL CORP
-$573.6K
0
-100%
减持
HD
HOME DEPOT INC
-$570.6K
2,819
-32%
减持
WMT
WALMART INC
-$569.3K
19,833
-22%
减持
BAC
BANK AMERICA CORP
-$558.3K
31,497
-26%
增持
GOOG
ALPHABET INC
+$545.9K
6,689
+155%
减持
CVX
CHEVRON CORP NEW
-$539.6K
2,603
-61%
清仓
ROL
ROLLINS INC
-$531.7K
0
-100%
清仓
RTX
RTX CORPORATION
-$525.3K
0
-100%
建仓
IWX
ISHARES TR
+$516.1K
6,280
减持
LMT
LOCKHEED MARTIN CORP
-$509.9K
684
-59%
减持
JXN
JACKSON FINANCIAL INC
-$501.6K
12,800
-29%
减持
MRK
MERCK & CO INC
-$490.5K
2,987
-61%
建仓
APO
APOLLO GLOBAL MGMT INC
+$487.9K
3,563
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$482.3K
0
-100%
清仓
GE
GE AEROSPACE
-$471.2K
0
-100%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$469.5K
9,273
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$468.5K
1,842
减持
MCK
MCKESSON CORP
-$467.8K
543
-63%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$466.1K
20,230
建仓
COP
CONOCOPHILLIPS
+$458.2K
4,363
清仓
VMI
VALMONT INDS INC
-$446.5K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$444.8K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$441.8K
0
-100%
建仓
NTRA
NATERA INC
+$441.5K
3,122
减持
CRM
SALESFORCE INC
-$431.7K
1,520
-39%
清仓
AAON
AAON INC
-$425.2K
0
-100%
建仓
AIG
AMERICAN INTL GROUP INC
+$408.9K
4,703
清仓
GFF
GRIFFON CORP
-$408.6K
0
-100%
建仓
LUV
SOUTHWEST AIRLS CO
+$408.6K
12,167
清仓
MOAT
VANECK ETF TRUST
-$405.6K
0
-100%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$387.7K
1,704
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$386.6K
7,595
清仓
ANF
ABERCROMBIE & FITCH CO
-$379.5K
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$369.0K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$364.7K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$364.0K
711
清仓
HON
HONEYWELL INTL INC
-$361.0K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$359.7K
0
-100%
清仓
FCN
FTI CONSULTING INC
-$350.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$349.2K
0
-100%
清仓
EOG
EOG RES INC
-$348.2K
0
-100%
减持
CMI
CUMMINS INC
-$345.2K
1,094
-45%
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$342.6K
6,589
建仓
SNY
SANOFI
+$332.6K
5,997
建仓
—
NEBIUS GROUP N.V.
+$330.3K
15,646
清仓
MHO
M/I HOMES INC
-$325.9K
0
-100%
建仓
—
NXP SEMICONDUCTORS N V
+$322.9K
1,699
增持
NFLX
NETFLIX INC
+$322.9K
2,203
+13%
减持
MRVL
MARVELL TECHNOLOGY INC
-$317.3K
5,999
-4%
增持
KO
COCA COLA CO
+$314.4K
10,336
+51%
清仓
AME
AMETEK INC
-$309.1K
0
-100%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$309.1K
9,978
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$308.4K
2,703
减持
TXN
TEXAS INSTRS INC
-$307.9K
1,301
-55%
建仓
SCHW
SCHWAB CHARLES CORP
+$306.9K
3,921
建仓
FDX
FEDEX CORP
+$306.4K
1,257
清仓
—
CHUBB LIMITED
-$302.0K
0
-100%
减持
TMUS
T-MOBILE US INC
-$297.0K
2,330
-44%
建仓
HOOD
ROBINHOOD MKTS INC
+$295.5K
7,101
清仓
STRL
STERLING INFRASTRUCTURE INC
-$294.5K
0
-100%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$290.5K
3,227
建仓
PPL
PPL CORP
+$287.4K
7,958
清仓
DTM
DT MIDSTREAM INC
-$283.9K
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$282.3K
5,567
建仓
SPGI
S&P GLOBAL INC
+$281.5K
554
建仓
IR
INGERSOLL RAND INC
+$274.0K
3,424
清仓
CRVL
CORVEL CORP
-$272.4K
0
-100%
清仓
L
LOEWS CORP
-$270.6K
0
-100%
建仓
—
ASTRAZENECA PLC
+$267.0K
3,632
清仓
LEN
LENNAR CORP
-$266.7K
0
-100%
建仓
UAL
UNITED AIRLS HLDGS INC
+$263.1K
3,811
增持
—
SPOTIFY TECHNOLOGY S A
+$261.0K
1,915
+8%
建仓
FDMO
FIDELITY COVINGTON TRUST
+$258.7K
3,977
建仓
FVAL
FIDELITY COVINGTON TRUST
+$255.8K
4,293
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$254.1K
0
-100%
清仓
TILT
FLEXSHARES TR
-$253.7K
0
-100%
清仓
DIS
DISNEY WALT CO
-$253.5K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$251.2K
0
-100%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$250.0K
10,297
清仓
AMD
ADVANCED MICRO DEVICES INC
-$249.7K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$248.8K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$242.8K
3,031
减持
ABBV
ABBVIE INC
-$237.4K
5,263
-30%
建仓
FCX
FREEPORT-MCMORAN INC
+$237.3K
6,267