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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 17
增持 78
减持 50
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
FIXD
FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF
+$36.9M
1,037,851
+338%
减持
GOOG
ALPHABET INC COM CL C
-$35.1M
4,139
-98%
增持
TSLA
TESLA INC COM
+$29.4M
114,736
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。
+5118%
减持
NVDA
NVIDIA CORP COM
-$27.9M
25,727
-90%
减持
LLY
ELI LILLY AND COMPANY COM
-$24.0M
296
-99%
减持
AAPL
APPLE INC COM
-$23.0M
32,647
-77%
增持
ORCL
ORACLE CORP COM
+$20.7M
125,213
+4425%
增持
WMT
WALMART INC COM
+$20.4M
276,238
+1069%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$19.7M
35,127
+2431%
建仓
QQQJ
INVESCO QQQ TRUST UNIT SER 1 ETF
+$7.0M
14,467
减持
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
-$6.5M
8,401
-62%
增持
TMUS
T-MOBILE US INC COM
+$6.1M
30,179
+9073%
增持
CSCO
CISCO SYSTEMS INC COM
+$5.6M
109,898
+2253%
减持
QCOM
QUALCOMM INC COM
-$5.2M
1,421
-95%
增持
ADBE
ADOBE INC COM
+$5.0M
10,132
+2580%
减持
FTC
FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF
-$3.5M
4,473
-87%
减持
VEU
VANGUARD ALLWRLD EX US ETF
-$3.1M
12,004
-82%
建仓
—
VANGUARD ALLWRLD EX US ETF
+$3.1M
49,521
增持
SPY
SPDR S&P 500 ETF Trust
+$3.0M
18,974
+32%
增持
BUFD
FT CBOE VEST FUND OF DEEP BUFFER ETF
+$2.8M
388,320
+37%
增持
BRK/B
Berkshire Hathaway Inc
+$2.8M
6,046
+179%
增持
BIL
SPDR SERIES TRUST SPDR BLOOMBERG ETF
+$2.6M
198,585
+17%
减持
RDVY
FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF
-$2.5M
23,741
-66%
增持
FVD
FIRST TST VALUE LI SHS ETF
+$2.4M
183,693
+27%
增持
GT
Goodyear Tire & Rubber
+$2.1M
250,515
+5877%
增持
KNG
KINGSMEN RESOURCES ORD
+$2.0M
427,287
+2%
建仓
DAN
Dana Inc
+$2.0M
181,264
增持
BP
BP ADR SPONSORED
+$1.9M
61,422
+9588%
增持
DK
Delek US Holdings Inc
+$1.9M
101,520
+17464%
增持
MGA
MAGNA INTERNATIONAL INC COM
+$1.9M
44,847
+3609%
增持
SPHD
INVESCO EXCHANGE TRADED FUND T S&P500 HDL VOL ETF
+$1.9M
37,413
+6013%
增持
PFLD
ETF SERIES SOLUTIONS AAM LW DUR PFD ETF
+$1.7M
481,975
+19%
增持
FBT
FIRST TRUST EXCHANGE-TRADED FU NY ARCA BIOTECH ETF
+$1.7M
10,213
+2309%
增持
SPLV
INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETF
+$1.7M
23,690
+6462%
减持
XMMO
Invesco Exchange Traded Fd Tr S&P Mdcp Momntum
-$1.6M
1,525
-90%
减持
GM
GENERAL MOTORS CO COM
-$1.5M
1,336
-96%
增持
AMZN
AMAZON COM INC COM
+$1.5M
24,320
+53%
减持
F
FORD MOTOR CO COM
-$1.5M
19,139
-86%
清仓
—
BUNGE LIMITED COM
-$1.5M
0
-100%
增持
SPYM
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
+$1.4M
67,717
+39%
减持
ADM
ARCHER-DANIELS-MIDLAND CO COM
-$1.4M
450
-98%
建仓
ICSH
iShares Ultra Short Term Bond
+$1.4M
27,572
增持
MCD
MCDONALDS CORPORATION COM
+$1.4M
11,897
+35%
减持
NWL
Newell Brands Inc
-$1.3M
631
-100%
建仓
METV
Meta Platforms Inc - Class A
+$1.3M
2,234
减持
SSO
PROSHARES TRUST PSHS ULT S&P 500 ETF
-$1.2M
4,659
-76%
增持
XLG
INVESCO EXCHANGE TRADED FD TR S&P 500 TOP 50 ETF
+$1.2M
25,867
+7508%
增持
IWP
ISHARES TRUST RUS MD CP GR ETF
+$1.1M
17,205
+108%
增持
QTEC
FIRST TRUST PORTFOLIOS SHS ETF
+$1.0M
16,063
+54%
增持
IWY
ISHARES TRUST RUS TP200 GR ETF
+$1.0M
5,879
+370%
增持
ACWX
ISHARES TRUST MSCI ACWI EX US ETF
+$989.0K
109,181
+10%
减持
MSFT
MICROSOFT CORP COM
-$978.1K
17,493
-8%
减持
SPMO
INVESCO EXCHANGE TRADED FUND T S&P 500 MOMNTM ETF
-$973.3K
8,838
-56%
减持
IWR
ISHARES TRUST RUS MID CAP ETF
-$964.5K
641
-95%
增持
KO
COCA-COLA CO COM
+$945.2K
19,589
+170%
增持
BUFR
FIRST TR EXCHANGE TRADED FD VI FT CBOE VEST U S EQ BUFER S
+$931.6K
606,514
+2%
减持
META
Meta Platforms Inc - Class A
-$900.6K
752
-68%
减持
FXD
FIRST TRUST EXCH TRADED FUND 2 CONSUMR DISCRE ETF
-$896.1K
16,812
-49%
建仓
SPGP
INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF
+$770.5K
7,351
减持
AMGN
AMGEN INC COM
-$736.7K
5,386
-32%
减持
SDVY
First Trust SMID Cp Rising Div Achv ETF
-$683.4K
3,738
-85%
减持
CGDV
CAP GRP DIVIDEND VALUE ETF SHS CREATION UNIT ETF
-$588.1K
37,119
-37%
减持
SHV
ISHARES TRUST SHORT TREAS BD ETF
-$583.5K
26,154
-17%
增持
JEPI
JP MORGAN ETF TRUST EQUITY PREMIUM INCOME ETF
+$560.0K
53,086
+16%
减持
BKLN
INVESCO EXCHANGE TRADED FUND T SR LN ETF
-$549.0K
12,490
-68%
增持
HD
HOME DEPOT INC COM
+$545.5K
9,585
+0%
减持
GILD
GILEAD SCIENCES INC COM
+$538.4K
37,598
-1%
增持
MGC
VANGUARD MEGA CAP INDEX ETF
+$534.7K
2,853
+973%
建仓
BRNY
Burney U.S. Factor Rotation ETF
+$525.8K
13,344
清仓
—
Defiance S&P 500 Enhanced Options Income ETF
-$525.6K
0
-100%
减持
FLTR
VANECK VECTORS ETF TRUST INVT GRADE FLTG ETF
-$470.8K
115,669
-14%
增持
MARM
FT VEST US EQUITY MAX BUFFER ETF
+$466.6K
97,885
+16%
减持
TLT
ISHARES TRUST 20 YR TR BD ETF
-$445.9K
2,157
-70%
减持
FTSL
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF
-$429.1K
66,382
-13%
减持
FTA
FIRST TRUST LARGE CAP VALUE AL COM SHS ETF
+$428.5K
91,794
-1%
建仓
WDTE
DEFIANCE S&P 500 ENH OPT 0DTE ETF
+$425.8K
9,649
增持
O
Realty Income Corp Common Stk
+$422.2K
34,939
+4%
减持
VIG
VANGUARD DIV APP ETF
-$420.4K
5,255
-34%
减持
FTCS
FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF
+$414.6K
76,159
-1%
减持
MA
MASTERCARD INCORPORATED COM CL A
-$409.5K
141
-87%
建仓
—
Sila Realty Trust Inc
+$402.0K
15,809
减持
MINT
PIMCO ETF TRUST ENHAN SHRT MA AC ETF
-$399.2K
26,403
-13%
减持
ADMA
MASTERCARD INCORPORATED COM CL A
+$393.7K
838
-53%
增持
SPYD
SPDR SERIES TRUST PRTFLO S&P500 HI ETF
+$385.9K
8,734
+3147%
增持
JEPQ
JP MORGAN ETF TRUST NASDAQ EQUITY PREMIUM INCOM
+$374.4K
44,679
+20%
增持
HELO
JPMORGN HEDGD EQTY LAD
+$348.8K
45,431
+10%
增持
SJNK
SPDR SERIES TRUST BLOOMBERG SRT TR ETF
+$340.5K
51,463
+31%
增持
—
DUPONT DE NEMOURS INC COM
+$336.8K
29,454
+3%
增持
JPM
JP MORGAN CHASE & CO COM
+$334.4K
21,886
+4%
增持
ZHDG
ZEGA BUY AND HEDGE ETF
+$334.1K
103,697
+14%
增持
TDIV
FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF
+$332.0K
69,214
+0%
增持
USB
US BANCORP COM
+$327.3K
43,993
+4%
增持
VUG
VANGUARD GROWTH ETF
+$325.3K
3,855
+26%
增持
IJH
ISHARES TRUST CORE S&P MCP ETF
+$324.4K
28,897
+15%
增持
JNJ
JOHNSON & JOHNSON COM
+$316.3K
15,124
+4%
建仓
AAT
AT&T INC COM
+$314.5K
14,360
增持
—
ACCENTURE PLC COM
+$310.7K
6,521
+0%
减持
LQD
ISHARES TRUST IBOXX INV CP ETF
-$304.7K
1,270
-70%
建仓
DOC
PHYSICIANS REALTY TRUST COM
+$300.0K
13,273
增持
BND
VANGUARD TOTAL BND MRKT ETF
+$296.5K
35,340
+8%
增持
FEP
FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETF
+$295.9K
79,901
+3%
增持
FDT
FIRST TRUST EXCHANGE-TRADED AL DEV MRK EX US ETF
+$285.1K
91,596
+0%
减持
JNK
SPDR SERIES TRUST BLOOMBERG BRCLYS ETF
-$284.2K
16,048
-18%
减持
FEX
FIRST TRUST PORTFOLIOS LRGE CP CORE ALPHA COM SHS ETF
+$278.4K
62,558
-2%
增持
IJR
ISHARES TRUST CORE S&P SCP ETF
+$274.1K
9,749
+21%
减持
IRM
IRON MOUNTAIN INC COM
+$273.9K
13,760
-7%
增持
ABT
Abbot Laboratories
+$271.4K
22,776
+3%
增持
EMN
EASTMAN CHEMICAL CO COM
+$269.0K
10,486
+13%
增持
IEF
ISHARES TRUST BARCLAYS 7 10 YR ETF
+$266.6K
9,756
+32%
减持
—
EXXON MOBIL CORPORATION COM
-$266.3K
14,325
-14%
减持
FXH
FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF
-$263.5K
28,021
-14%
增持
IXUS
ISHARES TRUST CORE MSCI TOTAL ETF
+$262.1K
9,984
+44%
增持
EWC
ISHARES INC MSCI CDA ETF
+$258.9K
7,487
+440%
增持
IEI
ISHARES TRUST 3 7 YR TREAS BD ETF
+$251.5K
7,548
+33%
建仓
EWI
iShares MSCI Italy Index
+$249.6K
6,328
增持
IEMG
ISHARES INC CORE MSCI EMKT ETF
+$246.1K
12,995
+36%
减持
COST
COSTCO WHOLESALE CORP COM
-$239.0K
3,426
-11%
增持
PG
PROCTER & GAMBLE CO COM
+$236.6K
21,232
+2%
建仓
LQDA
ISHARES TRUST IBOXX INV CP ETF
+$233.4K
2,061
减持
T
AT&T INC COM
-$232.2K
3,842
-77%
增持
EMB
ISHARES TRUST JPMORGAN USD EMG ETF
+$231.8K
10,422
+24%
增持
EWG
ISHARES INC MSCI GERMANY ETF
+$229.7K
6,859
+6828%
清仓
—
PHYSICIANS REALTY TRUST COM
-$228.2K
0
-100%
增持
FDN
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF
+$228.0K
21,559
+2%
清仓
—
iShares MSCI Singapore Index
-$226.8K
0
-100%
减持
PNC
PNC FINANCIAL SERVICES GROUP COM
+$225.3K
9,052
-2%
增持
MMM
3M COMPANY COM
+$221.9K
1,686
+1713%
减持
EWU
ISHARES TRUST MSCI UK ETF NEW
-$221.5K
1,001
-87%
减持
EWM
ISHARES INC MSCI MLY ETF NEW
-$220.4K
376
-96%
建仓
FTNT
FORTINET INC COM
+$213.6K
2,758
增持
D
DOMINION ENERGY INC COM
+$211.4K
4,772
+281%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTUNI COM SBI
+$202.9K
13,000
增持
FMF
FIRST TR EXCHANGE-TRADED FD V MNGD FUTRS STRGY ETF
+$202.2K
29,670
+19%
增持
LHX
L3 HARRIS TECHNOLOGIES INC COM
+$201.6K
11,249
+3%
增持
NVO
NOVO NORDISK A/S ADR SPONSORED
-$197.9K
21,316
+10%
增持
BWXT
BWX TECHNOLOGIES INC COM
+$197.7K
3,971
+62%
建仓
ALLY
ELI LILLY AND COMPANY COM
+$196.6K
224
增持
CMCSA
COMCAST CORP COM CL A
+$194.9K
60,422
+2%
增持
FXU
FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF
+$194.5K
31,572
+3%
减持
IWF
ISHARES TRUST RUS 1000 GRW ETF
-$192.6K
2,304
-20%
减持
IWD
ISHARES TRUST RUS 1000 VAL ETF
-$192.4K
5,792
-22%
减持
FTSM
FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF
+$189.9K
513,209
-0%
增持
RTX
RAYTHEON TECH CORP COM
+$189.8K
9,177
+1%
增持
LGOV
FIRST TR EXCHANGE TRADED FD IV LONG DURATION OPPORTUNITIES
+$182.6K
61,118
+8%
增持
DUK
DUKE ENERGY CORP COM
+$178.4K
4,612
+30%
清仓
—
Tidal Trust II - Defiance Nasdaq 100 Enhanced Options Income ETF
-$175.5K
0
-100%
增持
LMBS
FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF
+$174.5K
20,546
+17%
建仓
DWX
SPDR S&P Intl Divd
+$174.0K
4,494
减持
AGG
ISHARES TRUST CORE US AGGBD ET ETF
-$169.9K
15,795
-14%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$168.8K
3,288
+44%
