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Coppell Advisory Solutions LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Coppell Advisory Solutions LLC
报告期 2026-03-31 · CIK 0001848433
持仓数
39
前50大市值合计
$169.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4
23Q3
23Q2
23Q1
22Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 43
增持 43
减持 50
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
FIXD
FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF
+$12.9M
597,308
+99%
减持
FTSM
FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF
-$11.3M
797,501
-19%
增持
QQQJ
INVESCO QQQ TRUST UNIT SER 1 ETF
+$7.3M
28,302
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。
+197%
建仓
FXL
FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF
+$6.0M
52,961
建仓
FXG
FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF
+$4.6M
74,177
减持
JNK
SPDR SERIES TRUST BLOOMBERG BRCLYS ETF
-$4.6M
6,640
-88%
清仓
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
-$4.6M
0
-100%
增持
FXH
FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF
+$4.6M
75,270
+125%
建仓
FXD
FIRST TRUST EXCH TRADED FUND 2 CONSUMR DISCRE ETF
+$4.5M
82,140
增持
FXO
FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF
+$4.0M
119,676
+831%
增持
FXZ
FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF
+$4.0M
70,810
+780%
增持
FXR
FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF
+$3.9M
80,077
+369%
减持
DVY
ISHARES TRUST SELECT DIVID ETF
-$3.6M
33,355
-47%
减持
—
FIRST TRUST PORTFOLIOS LRGE CP CORE ALPHA COM SHS ETF
-$3.2M
2,536
-94%
减持
FLOT
ISHARES TRUST FLTG RATE NT ETF
-$3.0M
4,050
-94%
减持
TIP
ISHARES TRUST TIPS BD ETF
-$2.9M
621
-98%
减持
FEX
FIRST TRUST PORTFOLIOS LRGE CP CORE ALPHA COM SHS ETF
-$2.9M
1,363
-96%
建仓
IEI
ISHARES TRUST 3 7 YR TREAS BD ETF
+$2.9M
24,889
减持
DBP
INVESCO DB MULTI-SECTOR COMM T PRECIOUS METAL ETF
-$2.9M
6,339
-90%
增持
FTA
FIRST TRUST LARGE CAP VALUE AL COM SHS ETF
+$2.8M
113,814
+56%
减持
MBB
ISHARES TRUST MBS ETF
-$2.6M
2,513
-91%
减持
FNX
FIRST TRUST PORTFOLIOS MID CAP CORE ALPHA COM SHS ETF
-$2.5M
237
-99%
清仓
—
FIRST TRUST LARGE CAP VALUE AL COM SHS ETF
-$2.4M
0
-100%
建仓
FXU
FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF
+$2.3M
72,188
建仓
—
FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF
+$2.2M
68,444
增持
FXN
First Trust Energy Alphadex
+$2.1M
154,177
+642%
建仓
NFLX
NETFLIX INC COM
+$2.1M
4,825
增持
FXNC
First Trust Energy Alphadex
+$1.9M
150,512
+442%
建仓
FJP
FIRST TRUST EXCHANGE-TRADED AL JAPAN ALPHADEX ETF
+$1.8M
38,660
减持
FDT
FIRST TRUST EXCHANGE-TRADED AL DEV MRK EX US ETF
-$1.6M
83,333
-28%
增持
EFA
ISHARES TRUST MSCI EAFE ETF
+$1.6M
33,281
+212%
减持
IWS
ISHARES TRUST RUS MDCP VAL ETF
-$1.6M
706
-96%
建仓
IWP
ISHARES TRUST RUS MD CP GR ETF
+$1.6M
16,808
建仓
EEM
ISHARES TRUST MSCI EMG MKT ETF
+$1.6M
39,897
增持
HYG
ISHARES TRUST IBOXX HI YD ETF
+$1.6M
24,949
+520%
增持
FTCS
FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF
+$1.5M
77,457
+32%
减持
AAPL
APPLE INC COM
-$1.5M
20,353
-39%
建仓
ADBE
ADOBE INC COM
+$1.5M
3,124
减持
VTIP
VANGUARD STRM INFPROIDX ETF
-$1.5M
135
-100%
减持
—
VANGUARD ALLWRLD EX US ETF
-$1.5M
9,262
-75%
增持
FVD
FIRST TST VALUE LI SHS ETF
+$1.5M
135,278
+37%
清仓
GOVI
INVESCO EXCHANGE TRADED FUND T 1 30 LADER TRE ETF
-$1.5M
0
-100%
减持
META
Meta Platforms Inc - Class A
-$1.4M
3,389
-71%
减持
VEU
VANGUARD ALLWRLD EX US ETF
-$1.4M
13,030
-67%
减持
FYX
FIRST TRUST PORTFOLIOS SML CP CORE ALPHA COM SHS ETF
-$1.4M
678
-96%
减持
LQD
ISHARES TRUST IBOXX INV CP ETF
-$1.4M
4,295
-75%
减持
LQDA
ISHARES TRUST IBOXX INV CP ETF
-$1.3M
4,880
-71%
增持
IXUS
ISHARES TRUST CORE MSCI TOTAL ETF
+$1.3M
38,414
+117%
减持
NCPLW
INVESCO EXCHANGE TRADED FUND T 1 30 LADER TRE ETF
-$1.2M
344
-99%
建仓
HCMT
Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF
+$1.2M
46,193
清仓
—
ISHARES TRUST CORE US AGGBD ET ETF
-$1.1M
0
-100%
增持
AGG
ISHARES TRUST CORE US AGGBD ET ETF
+$1.1M
21,056
+115%
减持
TBX
Proshares Short 7-10 Yr Treas
-$1.0M
48,532
-44%
减持
SHV
ISHARES TRUST SHORT TREAS BD ETF
-$995.9K
3,421
-72%
建仓
WMT
WALMART INC COM
+$985.1K
6,385
清仓
MINT
PIMCO ETF TRUST ENHAN SHRT MA AC ETF
-$950.2K
0
-100%
清仓
FLTR
VANECK VECTORS ETF TRUST INVT GRADE FLTG ETF
-$943.1K
0
-100%
减持
FTSL
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF
-$941.0K
8,623
-71%
建仓
MOAT
VanEck Vectors Morningstar Wide Moat Research
+$914.7K
11,541
建仓
INTC
INTEL CORP COM
+$904.1K
27,472
增持
IWF
ISHARES TRUST RUS 1000 GRW ETF
+$880.2K
5,251
+132%
减持
VUG
VANGUARD GROWTH ETF
-$869.3K
6,194
-42%
清仓
SPHQ
Invesco S&P 500 Quality ETF
-$866.5K
0
-100%
增持
IVV
ISHARES TRUST CORE S&P500 ETF
+$859.6K
6,943
+28%
建仓
—
SPDR SERIES TRUST BLMBRG BRC CNVRT ETF
+$853.5K
12,256
建仓
CWB
SPDR SERIES TRUST BLMBRG BRC CNVRT ETF
+$811.7K
11,655
建仓
METV
Meta Platforms Inc - Class A
+$811.4K
2,882
减持
VB
VANGUARD SMALL CP ETF
-$745.8K
1,764
-70%
减持
CSCO
CISCO SYSTEMS INC COM
-$670.6K
2,942
-82%
减持
SPHY
Spdr Series Trust Portfli High Yld Etf
-$663.2K
430
-99%
减持
ISTB
ISHARES TRUST CORE 1 5 YR USD ETF
-$637.9K
236
-98%
减持
CRM
SALESFORCE.COM INC COM
-$618.1K
222
-93%
增持
PNC
PNC FINANCIAL SERVICES GROUP COM
+$606.8K
7,381
+193%
建仓
PKST
Peakstone Realty Tr Class E
+$591.9K
20,902
建仓
BLV
VANGUARD LONG TERM BOND ETF
+$570.9K
7,702
减持
—
Advisorshares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF
-$565.6K
49,182
-35%
减持
IWD
ISHARES TRUST RUS 1000 VAL ETF
-$557.2K
3,773
-51%
增持
GOVT
ISHARES TRUST US TREAS BD ETF
+$539.5K
33,188
+252%
增持
SPYG
SPDR SERIES TRUST PRTFLO S&P500 GW ETF
+$486.5K
26,459
+30%
清仓
—
PNC FINANCIAL SERVICES GROUP COM
-$462.8K
0
-100%
建仓
LGOV
FIRST TR EXCHANGE TRADED FD IV LONG DURATION OPPORTUNITIES
+$434.1K
19,623
清仓
IYH
ISHARES TRUST US HLTHCARE ETF
-$407.1K
0
-100%
增持
TDIV
FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF
+$404.4K
72,510
+2%
增持
VTV
VANGUARD VALUE ETF
+$360.9K
16,010
+15%
增持
MCD
MCDONALDS CORPORATION COM
+$359.9K
5,704
+20%
增持
WFC
WELLS FARGO & COMPANY COM
+$356.3K
40,845
+11%
增持
JPM
JP MORGAN CHASE & CO COM
+$352.5K
14,865
+8%
减持
—
Proshares Short 7-10 Yr Treas
-$330.0K
14,225
-46%
减持
DBB
INVESCO DB MULTI-SECTOR COMM T BASE METALS FD ETF
-$321.7K
14
-100%
减持
TLT
ISHARES TRUST 20 YR TR BD ETF
-$318.2K
2,140
-58%
减持
BKLN
INVESCO EXCHANGE TRADED FUND T SR LN ETF
-$316.3K
78
-99%
增持
CMCSA
COMCAST CORP COM CL A
+$315.4K
39,412
+11%
减持
SPY
SPDR S&P500 ETF TRUST TR UNIT ETF
-$314.3K
2,273
-30%
增持
HON
Honeywell International Inc
+$313.2K
8,712
+11%
减持
VOO
VANGUARD S&P 500 ETF SHS
+$302.6K
13,380
-2%
增持
ABT
Abbot Laboratories
+$299.0K
14,965
+13%
减持
SHYG
ISHARES TRUST 0-5YR HI YL CP ETF
-$298.0K
234
-97%
清仓
EWK
iShares MSCI Belgium Index
-$294.8K
0
-100%
清仓
EWS
iShares MSCI Singapore Index
-$294.6K
0
-100%
减持
BIL
SPDR SERIES TRUST SPDR BLOOMBERG ETF
-$288.2K
2,805
-53%
减持
EWU
ISHARES TRUST MSCI UK ETF NEW
-$285.4K
261
-97%
增持
CVX
CHEVRON CORPORATION COM
+$273.3K
11,821
+22%
建仓
IWN
ISHARES TRUST RUS 2000 VAL ETF
+$270.9K
1,925
建仓
EWL
ISHARES INC MSCI SWITZERLAND ETF
+$264.7K
5,808
减持
VPU
VANGUARD UTILITIES ETF
-$250.4K
297
-85%
增持
PECO
Phillips Edison & Co Com Stock
+$248.9K
38,244
+15%
增持
SHEL
SHELL PLC ADR SPONSORED
+$245.7K
24,468
+15%
减持
FTC
FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF
+$244.4K
50,969
-4%
增持
AMZN
AMAZON COM INC COM
+$239.0K
7,850
+5%
建仓
EFG
ISHARES TRUST EAFE GRWTH ETF
+$236.6K
2,515
增持
—
DUPONT DE NEMOURS INC COM
+$236.6K
20,409
+19%
增持
PG
PROCTER & GAMBLE CO COM
+$233.7K
18,119
+8%
减持
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
-$233.3K
13,190
-34%
建仓
ESGU
ISHARES TRUST ESG MSCI USA ETF
+$232.5K
2,413
建仓
IJR
ISHARES TRUST CORE S&P SCP ETF
+$230.3K
2,313
增持
LHX
L3 HARRIS TECHNOLOGIES INC COM
+$229.9K
7,917
+17%
建仓
DFAU
Dimensional ETF Trust - Dimensional US Core Equity Market ETF
+$228.2K
7,444
增持
JNJ
JOHNSON & JOHNSON COM
+$228.0K
9,706
+9%
建仓
SPTL
SPDR SERIES TRUST PORTFOLIO LN TSR ETF
+$226.4K
7,647
减持
ZHDG
ZEGA BUY AND HEDGE ETF
-$225.9K
73,601
-20%
建仓
TSLA
TESLA INC COM
+$225.1K
874
增持
GOOGL
ALPHABET INC COM CL A
+$219.2K
3,812
+63%
建仓
VWO
VANGUARD FTSE EMR MKT ETF
+$218.4K
5,416
清仓
SOXX
ISHARES TRUST PHLX SEMICND ETF
-$215.8K
0
-100%
建仓
SPYM
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
+$215.5K
4,169
清仓
—
PROSHARES TRUST II VIX SHORT TERM FUT ETF(P/S)
-$212.7K
0
-100%
减持
VO
VANGUARD MID CAP ETF
-$211.3K
2,642
-30%
减持
MSFT
MICROSOFT CORP COM
-$209.5K
13,156
-19%
清仓
IYE
ISHARES TRUST U.S. ENERGY ETF
-$207.9K
0
-100%
建仓
HYBL
SSGA ACTIVE TR SPDR BLACKSTONE HIGH INCOME
+$206.7K
7,487
建仓
GOLD
MERCK & CO INC COM
+$205.8K
1,813
建仓
IAGG
ISHARES TRUST CORE INTL AGGR ETF
+$204.1K
4,154
建仓
DFSD
Dimensional Short-Duration Fixed Income ETF
+$201.1K
4,341
增持
AJG
GALLAGHER (ARTHUR J) & CO COM
+$196.8K
4,602
+10%
增持
—
ACCENTURE PLC COM
+$196.6K
3,088
+16%
增持
VIG
VANGUARD DIV APP ETF
+$194.2K
4,640
+28%
建仓
DUK
DUKE ENERGY CORP COM
+$192.7K
2,168
建仓
SHY
ISHARES TRUST 1 3 YR TREAS BD ETF
+$191.9K
2,367
建仓
IGIB
ISHARES TRUST INTRM TR CRP ETF
+$187.7K
3,727
增持
XLG
INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 ETF
+$187.3K
3,018
+8%
增持
NVO
NOVO NORDISK A/S ADR SPONSORED
+$186.5K
10,596
+13%
建仓
HYLB
DBX ETF TRUST XTRACK USD HIGH ETF
+$183.9K
5,357
减持
VV
VANGUARD LARGE CAP ETF
+$180.6K
11,590
-0%
增持
MCHP
MICROCHIP TECHNOLOGY COM
+$177.5K
14,603
+9%
减持
SPAB
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF
-$175.7K
56,992
-10%
建仓
BND
VANGUARD TOTAL BND MRKT ETF
+$175.7K
2,425
建仓
IWO
ISHARES TRUST RUS 2000 GRW ETF
+$175.6K
729
建仓
STZ
CONSTELLATION BRANDS INC COM CL A
+$172.2K
698
减持
FSIG
First Trust Limited Duration Investment Grade Corporate ETF
-$171.7K
26,147
-25%
建仓
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
+$171.7K
2,570