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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 39
增持 69
减持 25
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$5.9M
103,532
+1%
增持
MSFT
MICROSOFT CORP
+$3.2M
20,883
+8%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.1M
245,562
+20%
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
RWL
INVESCO EXCH TRADED FD TR II
+$2.6M
95,253
+27%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$2.0M
61,221
+17%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
25,171
+15%
增持
QVML
INVESCO EXCH TRADED FD TR II
+$1.6M
127,547
+38%
增持
BIL
SPDR SERIES TRUST
+$1.6M
22,263
+360%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.2M
13,709
+17%
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.1M
3,625
减持
AMZN
AMAZON COM INC
+$948.1K
30,382
-0%
增持
TSLA
TESLA INC
+$884.3K
11,070
+13%
增持
COF
CAPITAL ONE FINL CORP
+$845.5K
6,779
+87%
建仓
CAH
CARDINAL HEALTH INC
+$790.9K
4,877
增持
NFLX
NETFLIX INC
+$743.2K
2,237
+2%
减持
AAPL
APPLE INC
-$681.4K
49,177
-2%
减持
META
META PLATFORMS INC
+$664.5K
6,509
-8%
增持
HOOD
ROBINHOOD MKTS INC
+$661.9K
9,701
+37%
增持
—
NEBIUS GROUP N.V.
+$652.5K
21,167
+35%
建仓
SHOP
SHOPIFY INC
+$652.5K
5,666
建仓
THC
TENET HEALTHCARE CORP
+$627.4K
3,613
增持
VRT
VERTIV HOLDINGS CO
+$624.0K
11,357
+10%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$619.6K
25,968
+60%
减持
IVV
ISHARES TR
-$614.7K
1,942
-41%
增持
APP
APPLOVIN CORP
+$573.9K
6,559
+2%
建仓
SPYG
SPDR SERIES TRUST
+$569.2K
5,924
建仓
NET
CLOUDFLARE INC
+$563.8K
3,099
建仓
ISRG
INTUITIVE SURGICAL INC
+$563.4K
1,071
增持
ORCL
ORACLE CORP
+$555.6K
4,643
+21%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$520.5K
23,265
+46%
清仓
IWX
ISHARES TR
-$516.1K
0
-100%
增持
GOOGL
ALPHABET INC
+$495.4K
14,545
+8%
建仓
COHR
COHERENT CORP
+$481.3K
5,135
建仓
MLM
MARTIN MARIETTA MATLS INC
+$471.8K
836
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$468.5K
0
-100%
增持
GOOG
ALPHABET INC
+$461.8K
8,432
+26%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$440.8K
34,451
+25%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$432.4K
24,210
+62%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$431.1K
26,653
+28%
建仓
ALAB
ASTERA LABS INC
+$425.7K
4,388
建仓
SNOW
SNOWFLAKE INC
+$420.5K
1,961
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$414.3K
7,544
+11%
增持
SE
SEA LTD
+$414.1K
9,208
+25%
增持
TLN
TALEN ENERGY CORP
+$410.8K
4,429
+14%
减持
AVGO
BROADCOM INC
+$409.1K
10,255
-29%
增持
HEI/A
HEICO CORP NEW
+$407.5K
4,576
+38%
建仓
MELI
MERCADOLIBRE INC
+$381.9K
159
增持
GS
GOLDMAN SACHS GROUP INC
+$379.1K
1,171
+42%
增持
GFL
GFL ENVIRONMENTAL INC
+$375.9K
41,890
+26%
建仓
—
ASML HOLDING N V
+$371.4K
463
增持
NTRA
NATERA INC
+$344.0K
4,808
+54%
建仓
VLO
VALERO ENERGY CORP
+$333.8K
2,156
增持
UNH
UNITEDHEALTH GROUP INC
-$319.0K
3,277
+32%
清仓
JSML
JANUS DETROIT STR TR
-$318.7K
0
-100%
减持
NRG
NRG ENERGY INC
-$310.6K
2,904
-63%
增持
C
CITIGROUP INC
+$306.7K
11,232
+19%
清仓
BSV
VANGUARD BD INDEX FDS
-$303.3K
0
-100%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$299.8K
81,182
+9%
建仓
CTVA
CORTEVA INC
+$293.0K
3,915
建仓
NMAX
NEWSMAX INC
+$284.3K
19,109
减持
VZ
VERIZON COMMUNICATIONS INC
-$283.0K
34,238
-10%
增持
SPTL
SPDR SERIES TRUST
+$281.8K
37,642
+46%
建仓
MTUM
ISHARES TR
+$277.8K
1,169
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$275.8K
14,752
+59%
建仓
HWM
HOWMET AEROSPACE INC
+$272.6K
1,527
增持
MRVL
MARVELL TECHNOLOGY INC
+$270.6K
8,723
+45%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$266.4K
1,848
增持
QQQ
INVESCO QQQ TR
+$264.9K
2,714
+2%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$264.1K
5,332
+65%
清仓
UAL
UNITED AIRLS HLDGS INC
-$263.1K
0
-100%
清仓
FDMO
FIDELITY COVINGTON TRUST
-$258.7K
0
-100%
建仓
ITOT
ISHARES TR
+$257.2K
1,877
减持
VST
VISTRA CORP
+$256.9K
6,187
-24%
清仓
FVAL
FIDELITY COVINGTON TRUST
-$255.8K
0
-100%
建仓
TKO
TKO GROUP HOLDINGS INC
+$255.4K
1,477
增持
CRM
SALESFORCE INC
+$253.9K
2,508
+65%
建仓
PINS
PINTEREST INC
+$253.6K
7,085
建仓
GE
GE AEROSPACE
+$251.3K
995
建仓
REGN
REGENERON PHARMACEUTICALS
+$250.8K
448
建仓
CLS
CELESTICA INC
+$249.7K
1,572
增持
SPGI
S&P GLOBAL INC
+$242.5K
989
+79%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$240.8K
0
-100%
建仓
CALM
CAL MAINE FOODS INC
+$240.7K
2,389
增持
PXF
INVESCO EXCH TRADED FD TR II
+$236.0K
9,976
+51%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$233.6K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$230.2K
314
建仓
DLR
DIGITAL RLTY TR INC
+$227.8K
1,336
建仓
AVDV
AMERICAN CENTY ETF TR
+$224.8K
2,776
建仓
OMF
ONEMAIN HLDGS INC
+$221.9K
3,710
建仓
EMN
EASTMAN CHEM CO
+$218.8K
2,683
建仓
AMAT
APPLIED MATLS INC
+$218.7K
1,104
增持
PHM
PULTE GROUP INC
+$215.7K
4,056
+66%
清仓
XLC
SELECT SECTOR SPDR TR
-$215.4K
0
-100%
清仓
CCJ
CAMECO CORP
-$214.6K
0
-100%
清仓
PAYX
PAYCHEX INC
-$211.7K
0
-100%
清仓
SDY
SPDR SER TR
-$210.8K
0
-100%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$210.6K
761
建仓
PICK
ISHARES INC
+$210.5K
5,328
建仓
ARKK
ARK ETF TR
+$209.6K
2,849
清仓
FQAL
FIDELITY COVINGTON TRUST
-$205.3K
0
-100%
清仓
FISV
FISERV INC
-$204.9K
0
-100%
建仓
EME
EMCOR GROUP INC
+$204.3K
373
减持
JPM
JPMORGAN CHASE & CO.
+$203.6K
6,666
-5%
建仓
TDIV
FIRST TR EXCHANGE TRADED FD
+$202.1K
2,195
清仓
UPS
UNITED PARCEL SERVICE INC
-$201.2K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$200.8K
819
增持
VOO
VANGUARD INDEX FDS
+$199.3K
836
+53%
增持
WMT
WALMART INC
+$198.3K
20,445
+3%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$197.5K
2,109
+24%
增持
BSX
BOSTON SCIENTIFIC CORP
+$192.0K
3,912
+84%
减持
TMUS
T-MOBILE US INC
-$190.5K
1,889
-19%
增持
SPY
SPDR S&P 500 ETF TR
+$180.0K
832
+37%
减持
XLK
SELECT SECTOR SPDR TR
+$169.7K
4,479
-6%
增持
—
NXP SEMICONDUCTORS N V
+$168.9K
2,109
+24%
减持
PM
PHILIP MORRIS INTL INC
-$167.0K
11,044
-19%
清仓
TRIN
TRINITY CAP INC
-$165.0K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$163.5K
8,808
+58%
减持
—
EATON CORP PLC
+$156.9K
1,923
-2%
减持
MO
ALTRIA GROUP INC
-$156.0K
12,869
-15%
减持
XLE
SELECT SECTOR SPDR TR
-$151.6K
13,110
-7%
增持
SPYM
SPDR SERIES TRUST
+$142.3K
7,290
+22%
增持
URI
UNITED RENTALS INC
+$139.8K
416
+30%
增持
GILD
GILEAD SCIENCES INC
+$139.5K
3,301
+55%
减持
ELV
ELEVANCE HEALTH INC
-$133.0K
1,436
-1%
增持
ABBV
ABBVIE INC
+$129.9K
6,321
+20%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$127.5K
1,657
+41%
增持
LUV
SOUTHWEST AIRLS CO
+$126.5K
14,326
+18%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$124.9K
724
+12%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$124.7K
88,027
+5%
增持
VGT
VANGUARD WORLD FD
+$122.0K
480
+29%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$119.8K
3,028
+18%
增持
FDX
FEDEX CORP
+$118.7K
1,781
+42%
减持
DVN
DEVON ENERGY CORP NEW
-$117.6K
8,306
-22%
增持
FCX
FREEPORT-MCMORAN INC
+$117.1K
7,506
+20%
增持
IR
INGERSOLL RAND INC
+$115.6K
4,393
+28%
减持
VTV
VANGUARD INDEX FDS
-$113.2K
2,154
-26%
减持
JNJ
JOHNSON & JOHNSON
-$112.4K
3,489
-13%
减持
XLV
SELECT SECTOR SPDR TR
-$111.1K
2,186
-22%
减持
V
VISA INC
-$110.9K
3,981
-9%
减持
BAC
BANK AMERICA CORP
+$108.8K
30,300
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$106.6K
4,445
+13%
减持
IRM
IRON MTN INC DEL
+$103.9K
8,697
-1%
建仓
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$103.9K
10,000
增持
PFE
PFIZER INC
+$103.5K
26,346
+16%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$101.6K
12,173
+22%
增持
QCOM
QUALCOMM INC
+$100.8K
3,229
+20%
减持
—
SPOTIFY TECHNOLOGY S A
+$100.4K
1,625
-15%
增持
—
JOHNSON CTLS INTL PLC
+$99.1K
3,216
+6%
减持
VTI
VANGUARD INDEX FDS
+$97.9K
3,959
-3%
增持
BX
BLACKSTONE INC
+$97.8K
3,888
+1%
