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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 65
减持 50
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
PVAL
PUTNAM ETF TRUST
+$13.9M
299,500
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$9.1M
87,761
-69%
增持
QVML
INVESCO EXCH TRADED FD TR II
+$1.5M
258,172
+24%
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
NVDA
NVIDIA CORPORATION
-$1.1M
108,955
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
35,730
+51%
增持
—
EXXON MOBIL CORP
+$1.0M
19,320
+2%
减持
AAPL
APPLE INC
-$927.7K
48,972
-0%
增持
APP
APPLOVIN CORP
-$864.4K
6,432
+27%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$845.6K
0
-100%
减持
VST
VISTRA CORP
-$722.1K
1,334
-77%
增持
TSLA
TESLA INC
-$703.4K
11,254
+4%
增持
MSFT
MICROSOFT CORP
-$625.8K
27,395
+23%
增持
COWZ
PACER FDS TR
+$578.4K
25,624
+50%
增持
MU
MICRON TECHNOLOGY INC
+$543.2K
2,913
+89%
清仓
SPGI
S&P GLOBAL INC
-$537.7K
0
-100%
增持
AMZN
AMAZON COM INC
-$522.2K
35,521
+4%
清仓
RBLX
ROBLOX CORP
-$510.1K
0
-100%
减持
GOOGL
ALPHABET INC
-$507.0K
13,775
-4%
清仓
—
ASTRAZENECA PLC
-$487.3K
0
-100%
增持
HOOD
ROBINHOOD MKTS INC
+$461.4K
16,718
+171%
增持
META
META PLATFORMS INC
-$459.9K
10,948
+7%
减持
SPTL
SPDR SERIES TRUST
-$445.5K
40,113
-29%
清仓
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$384.1K
0
-100%
减持
GOOG
ALPHABET INC
-$375.8K
11,666
-2%
增持
AVGO
BROADCOM INC
-$366.2K
14,192
+3%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$364.9K
105,806
+3%
建仓
—
ASTRAZENECA PLC
+$364.3K
1,847
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$354.6K
77,834
-8%
建仓
RWK
INVESCO EXCH TRADED FD TR II
+$354.5K
2,764
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$352.3K
14,074
+41%
减持
XLE
SELECT SECTOR SPDR TR
+$327.7K
20,082
-1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$323.5K
70,539
+2%
增持
WMT
WALMART INC
+$322.5K
22,185
+2%
减持
CAH
CARDINAL HEALTH INC
-$316.1K
1,481
-52%
减持
UPS
UNITED PARCEL SVCS INC
-$307.3K
3,377
-48%
建仓
EZM
WISDOMTREE TR
+$306.5K
4,560
清仓
TKO
TKO GROUP HOLDINGS INC
-$295.5K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$288.7K
4,049
+62%
减持
VRT
VERTIV HOLDINGS CO
-$283.8K
1,981
-59%
清仓
AXP
AMERICAN EXPRESS CO
-$278.9K
0
-100%
建仓
QGRW
WISDOMTREE TR
+$278.1K
5,205
减持
CAT
CATERPILLAR INC
-$272.8K
780
-46%
减持
QCOM
QUALCOMM INC
-$270.2K
2,852
-23%
建仓
BE
BLOOM ENERGY CORP
+$264.2K
1,950
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$260.3K
6,689
-9%
建仓
FIX
COMFORT SYS USA INC
+$259.3K
188
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$255.2K
10,014
-16%
建仓
LITE
LUMENTUM HLDGS INC
+$254.4K
362
增持
COF
CAPITAL ONE FINL CORP
-$252.8K
6,867
+11%
减持
IVV
ISHARES TR
-$252.0K
1,430
-17%
减持
SPYG
SPDR SERIES TRUST
-$250.8K
2,237
-49%
清仓
SHW
SHERWIN WILLIAMS CO
-$248.5K
0
-100%
清仓
CRM
SALESFORCE INC
-$241.1K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$239.6K
1,732
增持
NFLX
NETFLIX INC.
+$236.8K
15,374
+16%
建仓
EME
EMCOR GROUP INC
+$235.5K
319
清仓
GE
GE AEROSPACE
-$218.1K
0
-100%
清仓
NOW
SERVICENOW INC
-$214.9K
0
-100%
建仓
NEM
NEWMONT CORP
+$213.3K
1,970
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$211.1K
0
-100%
建仓
DLR
DIGITAL RLTY TR INC
+$209.8K
1,164
建仓
GEV
GE VERNOVA INC
+$207.8K
238
减持
COP
CONOCOPHILLIPS
+$207.6K
6,077
-4%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$206.0K
5,362
清仓
QLVD
FLEXSHARES TR
-$205.9K
0
-100%
建仓
IWX
ISHARES TR
+$205.7K
2,220
清仓
COR
CENCORA INC
-$205.0K
0
-100%
建仓
HSY
HERSHEY CO
+$204.4K
983
增持
ORCL
ORACLE CORP
-$203.3K
21,185
+24%
建仓
KGC
KINROSS GOLD CORP
+$203.1K
6,654
建仓
CSX
CSX CORP
+$201.2K
4,901
清仓
RKLB
ROCKET LAB CORP
-$200.5K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$200.4K
0
-100%
增持
TTMI
TTM TECHNOLOGIES INC
+$198.2K
4,926
+21%
减持
MA
MASTERCARD INCORPORATED
-$189.6K
498
-35%
增持
VLO
VALERO ENERGY CORP
+$188.2K
2,157
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$181.3K
3,324
+2%
减持
VTI
VANGUARD INDEX FDS
-$175.2K
2,785
-13%
增持
JPM
JPMORGAN CHASE & CO
-$174.3K
6,595
+1%
增持
PBR
PETROLEO BRASILEIRO S A
+$168.6K
18,435
+2%
增持
ALAB
ASTERA LABS INC
-$167.4K
8,084
+28%
增持
LMT
LOCKHEED MARTIN CORP
+$166.8K
857
+18%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$155.9K
1,082
+11%
增持
BAC
BANK AMERICA CORP
-$150.4K
31,940
+3%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$148.1K
46,351
+7%
减持
IRM
IRON MTN INC DEL
+$145.1K
7,987
-1%
增持
TLN
TALEN ENERGY CORP
-$144.9K
5,916
+9%
清仓
NMAX
NEWSMAX INC
-$144.1K
0
-100%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$142.7K
111,784
+5%
减持
QLV
FLEXSHARES TR
-$142.4K
6,106
-24%
减持
BX
BLACKSTONE INC
-$141.7K
3,530
-1%
减持
ABVX
ABIVAX SA
-$139.8K
4,041
-8%
减持
BIL
SPDR SERIES TRUST
-$132.6K
15,118
-9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$131.1K
1,755
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$129.9K
1,264
-14%
增持
LRCX
LAM RESEARCH CORP
+$119.8K
2,603
+2%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$118.3K
32,283
+4%
减持
SBUX
STARBUCKS CORP
-$118.2K
2,888
-35%
增持
NOC
NORTHROP GRUMMAN CORP
+$117.7K
959
+2%
增持
—
SPOTIFY TECHNOLOGY S A
+$117.1K
2,106
+35%
减持
FDX
FEDEX CORP
+$116.1K
1,952
-3%
增持
D
DOMINION ENERGY INC
+$113.2K
28,691
+1%
增持
APO
APOLLO GLOBAL MGMT INC
-$109.3K
4,467
+7%
减持
QQQ
INVESCO QQQ TR
-$108.8K
2,534
-1%
减持
QXO
QXO INC
-$108.7K
52,394
-10%
减持
WDC
WESTERN DIGITAL CORP
-$106.6K
7,556
-39%
减持
SPYV
SPDR SERIES TRUST
-$104.9K
6,674
-21%
减持
SPTM
SPDR SERIES TRUST
-$103.5K
4,619
-19%
减持
ABBV
ABBVIE INC
-$102.6K
6,230
-2%
减持
F
FORD MTR CO
-$101.6K
16,743
-25%
增持
CTVA
CORTEVA INC
+$99.5K
5,195
+4%
减持
V
VISA INC
-$98.0K
1,034
-12%
减持
AIG
AMERICAN INTL GROUP INC
-$95.3K
8,080
-2%
增持
AMAT
APPLIED MATLS INC
+$94.7K
1,039
+3%
增持
KO
COCA COLA CO
+$92.2K
12,721
+2%
减持
NEE
NEXTERA ENERGY INC
+$92.2K
7,840
-1%
减持
PG
PROCTER & GAMBLE CO
-$91.3K
2,805
-19%
增持
RKT
ROCKET COS INC
-$88.9K
42,709
+19%
减持
XLK
SELECT SECTOR SPDR TR
-$87.3K
7,855
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$87.0K
1,384
+12%
增持
CNEQ
THE ALGER ETF TRUST
-$86.0K
65,200
+6%
减持
IUSG
ISHARES TR
-$85.9K
2,284
-13%
减持
ALLY
ALLY FINL INC
-$84.2K
6,078
-15%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$83.4K
20,294
+17%
增持
VUG
VANGUARD INDEX FDS
-$79.4K
1,755
+1%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$78.7K
13,515
+2%
减持
JXN
JACKSON FINANCIAL INC
-$78.5K
6,199
-10%
增持
CEG
CONSTELLATION ENERGY CORP
-$78.2K
2,224
+12%
减持
VOO
VANGUARD INDEX FDS
-$77.2K
808
-10%
增持
MRVL
MARVELL TECHNOLOGY INC
+$77.0K
5,354
+0%
增持
BSX
BOSTON SCIENTIFIC CORP
-$75.8K
8,130
+32%
增持
PM
PHILIP MORRIS INTL INC
+$75.7K
11,106
+1%
增持
HL
HECLA MINING COMPANY
+$74.5K
15,233
+40%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$74.0K
13,914
-1%
增持
NTRA
NATERA INC
-$74.0K
4,338
+6%
减持
CSCO
CISCO SYS INC
-$71.0K
3,658
-21%
增持
ARKK
ARK ETF TR
-$69.9K
11,758
+5%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$64.8K
4,918
+6%
减持
BIIB
BIOGEN INC
-$64.5K
1,830
-19%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$64.0K
803
+0%
减持
COST
COSTCO WHOLESALE CORPORATION
+$63.3K
1,192
-9%
减持
HTGC
HERCULES CAPITAL INC
-$63.0K
14,222
-2%
增持
GLD
SPDR GOLD TR
+$62.4K
844
+11%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$61.8K
2,527
+3%
增持
IJH
ISHARES TR
+$61.3K
4,709
+21%
增持
COIN
COINBASE GLOBAL INC
-$58.1K
1,655
+8%
减持
VGT
VANGUARD WORLD FD
-$56.1K
503
-7%
增持
—
JOHNSON CONTROLS INTERNATION
+$55.5K
3,826
+3%
增持
LUV
SOUTHWEST AIRLS CO
-$53.4K
16,595
+1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$53.3K
32,824
+6%
