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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 8
增持 79
减持 50
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
FIXD
FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF
+$38.8M
1,992,193
+92%
增持
AVGO
BROADCOM INC COM
+$20.7M
92,629
+1512%
减持
ORCL
Oracle Corp.
-$20.1M
6,287
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。
-95%
减持
UNH
Unitedhealth Group Inc
-$19.5M
1,852
-95%
增持
AMZN
AMAZON COM INC COM
+$16.9M
96,906
+298%
减持
TSLA
TESLA INC COM
-$8.8M
50,463
-56%
清仓
FTCS
FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF
-$6.9M
0
-100%
减持
TMUS
T-MOBILE US INC COM
-$6.0M
783
-97%
减持
CSCO
CISCO SYSTEMS INC COM
-$5.6M
4,083
-96%
减持
ADBE
ADOBE INC COM
-$5.0M
402
-96%
建仓
—
FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF
+$5.0M
57,020
建仓
—
INVESCO QQQ TRUST UNIT SER 1 ETF
+$4.6M
8,967
清仓
FDN
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF
-$4.6M
0
-100%
增持
NFLX
NETFLIX INC COM
+$4.4M
5,320
+1018%
增持
BUFD
FT Vest Laddered Deep Buffer ETF
+$4.1M
541,090
+39%
清仓
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
-$4.1M
0
-100%
增持
BRNY
Burney U.S. Factor Rotation ETF
+$3.7M
101,576
+661%
增持
PYPL
PAYPAL HOLDINGS INC COM
+$3.5M
42,220
+3041%
清仓
—
VANGUARD ALLWRLD EX US ETF
-$3.1M
0
-100%
建仓
—
First Trust Dow Jones Internet Index Fund
+$3.0M
12,231
增持
BUFR
FT Vest Laddered Buffer ETF
+$2.9M
688,071
+13%
减持
WMT
Walmart Inc
-$2.8M
211,395
-23%
减持
FXH
FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF
-$2.3M
8,063
-71%
增持
FTXO
First Tr Exchange Traded Fd Vi First Trust Nasdaq Bank
+$2.2M
70,897
+1721%
增持
SPYM
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
+$2.1M
95,760
+41%
增持
XRX
Xerox Holdings Corp
+$1.9M
218,597
+200448%
减持
MGA
Magna International Inc.
-$1.8M
1,733
-96%
减持
DAN
Dana Inc
-$1.8M
12,450
-93%
减持
FTA
FIRST TRUST LARGE CAP VALUE AL COM SHS ETF
-$1.8M
70,972
-23%
减持
FVD
First Trust Value Line Dividend Index Fund
-$1.8M
150,380
-18%
建仓
—
First Trust NYSE Arca Biotechnology Index Fund
+$1.8M
10,559
清仓
FBT
FIRST TRUST EXCHANGE-TRADED FU NY ARCA BIOTECH ETF
-$1.7M
0
-100%
增持
AAPL
APPLE INC COM
+$1.7M
36,268
+11%
建仓
DHS
WisdomTree U.S. High Dividend Fund
+$1.7M
18,442
增持
CLNE
CLEAN ENERGY FUELS CORPORATION COM
+$1.7M
734,640
+1636%
减持
SPLV
Invesco S&P 500 Low Volatility ETF
-$1.5M
2,273
-90%
增持
QTEC
FIRST TRUST PORTFOLIOS SHS ETF
+$1.5M
24,144
+50%
增持
IWS
iShares Russell Mid-Cap Value ETF
+$1.4M
11,282
+1454%
减持
CGDV
Capital Group Dividend Value ETF
-$1.2M
3,932
-89%
增持
SPY
SPDR S&P 500 ETF Trust
+$1.2M
20,485
+8%
减持
XLG
Invesco S&P 500 Top 50 ETF
-$1.2M
340
-99%
建仓
—
RTX Corp
+$1.2M
10,457
增持
BND
VANGUARD TOTAL BND MRKT ETF
+$1.2M
53,488
+51%
清仓
RTX
RAYTHEON TECH CORP COM
-$1.1M
0
-100%
增持
PFLD
AAM Low Duration Preferred and Income Securities ETF
+$1.1M
548,557
+14%
增持
DIS
Walt Disney Co (The)
+$1.0M
13,580
+164%
增持
AJG
Arthur J. Gallagher & Co.
+$963.4K
9,166
+56%
建仓
V
Visa Inc
+$929.4K
2,943
增持
CRM
Salesforce Inc
+$922.5K
3,371
+351%
减持
KO
Coca-Cola Co
-$917.8K
7,875
-60%
减持
MCD
McDonald`s Corp
-$914.4K
9,318
-22%
增持
NVDA
NVIDIA CORP COM
+$873.6K
29,188
+13%
减持
JNJ
Johnson & Johnson
-$843.8K
11,142
-26%
减持
IWP
iShares Russell Mid-Cap Growth ETF
-$842.4K
9,212
-46%
减持
FXO
First Trust Financials AlphaDEX Fund
-$794.1K
3,828
-81%
减持
JNK
SPDR Bloomberg High Yield Bond ETF
-$787.4K
8,189
-49%
增持
—
Astrazeneca plc
+$712.6K
33,230
+76%
增持
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
+$709.8K
207,198
+4%
减持
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
-$709.2K
1,748
-83%
减持
EMB
ISHARES TRUST JPMORGAN USD EMG ETF
-$703.8K
3,025
-71%
增持
SHY
ISHARES TRUST 1 3 YR TREAS BD ETF
+$669.0K
10,955
+299%
减持
UPS
United Parcel Service, Inc.
-$668.0K
16,266
-19%
减持
IVV
iShares Core S&P 500 ETF
-$665.5K
8,259
-15%
增持
SRLN
SPDR Blackstone Senior Loan ETF
+$664.3K
44,724
+55%
增持
FXL
First Trust Technology AlphaDEX Fund
+$622.0K
10,130
+57%
减持
FTSM
FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF
-$590.9K
506,543
-1%
增持
FXD
First Trust Consumer Discretionary AlphaDEX Fund
+$567.9K
25,296
+50%
减持
WFC
Wells Fargo & Co.
+$567.4K
46,138
-4%
减持
SCHF
Schwab International Equity ETF
-$550.7K
22,701
-3%
减持
JPM
JPMorgan Chase & Co.
+$533.0K
21,477
-2%
增持
HELO
JPMORGN HEDGD EQTY LAD
+$529.7K
53,060
+17%
增持
LMBS
FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF
+$528.4K
31,703
+54%
减持
CVX
Chevron Corp.
-$508.5K
15,677
-17%
减持
MGC
Vanguard Mega Cap 300 Index ETF
-$502.5K
396
-86%
增持
VOO
Vanguard S&P 500 ETF
+$495.2K
13,706
+4%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$477.3K
14,254
+270%
增持
VUG
Vanguard Growth ETF
+$477.0K
4,710
+22%
增持
QQQJ
INVESCO QQQ TRUST UNIT SER 1 ETF
+$423.2K
14,478
+0%
增持
FTLS
First Trust Long/Short Equity ETF
+$401.4K
16,783
+49%
增持
FSIG
First Trust Limited Duration Investment Grade Corporate ETF
+$401.0K
58,092
+61%
清仓
—
Patterson Companies Inc
-$397.1K
0
-100%
增持
GOOGL
ALPHABET INC COM CL A
+$395.1K
10,136
+8%
增持
ZHDG
ZEGA Buy and Hedge ETF
+$387.7K
122,909
+19%
增持
LGOV
First Trust Long Duration Opportunities ETF
+$385.9K
84,051
+38%
增持
FAAR
FIRST TRUST EXCHANGE-TRADED FU ALT ABSLT STRG ETF
+$381.7K
43,637
+46%
增持
JEPQ
JP MORGAN ETF TRUST NASDAQ EQUITY PREMIUM INCOM
+$381.6K
49,450
+11%
增持
MSFT
MICROSOFT CORP COM
+$367.4K
18,489
+6%
增持
HON
Honeywell International Inc
+$350.4K
13,148
+4%
增持
FMF
First Trust Managed Futures Strategy Fund
+$350.4K
37,125
+25%
增持
O
Realty Income Corp.
-$348.7K
34,952
+0%
增持
OKE
Oneok Inc.
+$327.4K
5,550
+116%
减持
FXU
First Trust Utilities AlphaDEX Fund
-$322.4K
23,388
-26%
增持
IEMG
ISHARES INC CORE MSCI EMKT ETF
+$320.6K
20,593
+58%
增持
AGG
iShares Core U.S. Aggregate Bond ETF
+$315.7K
19,779
+25%
增持
HYBL
SSGA ACTIVE TR SPDR BLACKSTONE HIGH INCOME
+$314.9K
30,852
+58%
增持
TDIV
FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF
+$308.8K
74,195
+7%
增持
METV
Meta Platforms Inc - Class A
+$305.9K
2,661
+19%
减持
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
-$300.7K
24,983
-13%
增持
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
+$290.4K
63,982
+24%
增持
ETHE
GRAYSCALE ETHEREUM TR ETH COM
+$286.1K
10,615
+1419%
增持
VEU
Vanguard FTSE All-World ex-US ETF
+$273.7K
18,020
+50%
清仓
—
PROSHARES TRUST SHORT S&P 500 NE ETF
-$270.5K
0
-100%
增持
—
DuPont de Nemours Inc
-$270.4K
31,164
+6%
增持
DK
Delek US Holdings Inc
+$269.9K
123,315
+21%
减持
FXG
First Trust Consumer Staples AlphaDEX Fund
-$267.7K
14,334
-17%
减持
EWI
iShares MSCI Italy ETF
-$247.5K
57
-99%
增持
UCON
First Trust TCW Unconstrained Plus Bond ETF
+$242.4K
13,036
+316%
增持
SHEL
Shell Plc
+$238.5K
39,767
+19%
增持
IXUS
ISHARES TRUST CORE MSCI TOTAL ETF
+$231.2K
14,520
+45%
增持
FEP
FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETF
+$228.3K
93,438
+17%
减持
EWL
iShares MSCI Switzerland ETF
-$225.8K
520
-89%
增持
IJR
iShares Core S&P Small-Cap ETF
+$225.0K
11,841
+21%
减持
—
Exxon Mobil Corp.
-$225.0K
13,461
-6%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$223.3K
58,267
+10%
增持
EWS
iShares MSCI Singapore ETF
+$222.7K
10,367
+4933%
清仓
FTNT
FORTINET INC COM
-$213.6K
0
-100%
减持
VTV
Vanguard Value ETF
-$213.0K
7,974
-11%
减持
SHV
ISHARES TRUST SHORT TREAS BD ETF
-$208.5K
24,386
-7%
增持
LHX
L3Harris Technologies Inc
-$207.9K
11,656
+4%
减持
HD
Home Depot, Inc.
-$207.8K
9,300
-3%
增持
AMGN
AMGEN INC COM
-$202.3K
5,923
+10%
增持
FJP
FIRST TRUST EXCHANGE-TRADED AL JAPAN ALPHADEX ETF
+$193.3K
49,084
+12%
减持
FLTR
VanEck IG Floating Rate ETF
-$192.3K
108,202
-6%
增持
FSMB
First Trust Short Duration Managed Municipal ETF
+$187.9K
12,026
+376%
增持
FDT
FIRST TRUST EXCHANGE-TRADED AL DEV MRK EX US ETF
+$185.7K
101,910
+11%
建仓
—
FORTINET INC COM
+$184.8K
1,943
减持
BAC
Bank Of America Corp.
+$181.9K
47,402
-2%
减持
LLY
ELI LILLY AND COMPANY COM
-$180.9K
102
-66%
增持
FMB
FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF
+$179.6K
4,361
+428%
增持
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-$177.7K
459,914
+8%
清仓
DWX
SPDR S&P Intl Divd
-$174.0K
0
-100%
减持
IWF
iShares Russell 1000 Growth ETF
-$174.0K
1,695
-26%
清仓
ACWV
ISHARES INC MIN VOL GBL ETF
-$172.3K
0
-100%
减持
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-$172.1K
24,689
-6%
增持
MA
Mastercard Incorporated
+$171.8K
458
+225%
增持
NVO
Novo Nordisk
-$169.6K
28,048
+32%
减持
GOVT
iShares U.S. Treasury Bond ETF
-$169.2K
21,156
-23%
增持
MUB
iShares National Muni Bond ETF
+$168.3K
1,872
+552%
清仓
VIS
VANGUARD INDUSTRIAL ETF
-$168.2K
0
-100%
增持
AHR
AMERICAN HEALTHCARE REIT REIT
+$165.4K
11,571
+86%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$164.4K
3,069
-7%
增持
HYLS
FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL ETF
+$163.9K
5,933
+206%
增持
MO
Altria Group Inc.
+$159.2K
5,974
+101%
减持
SPEM
SPDR Portfolio Emerging Markets ETF
-$156.6K
15,016
-15%
增持
COP
Conoco Phillips
+$155.1K
22,378
+16%
减持
IGE
iShares North American Natural Resources ETF
-$154.9K
4,647
-42%
减持
VLO
Valero Energy Corp.
-$154.6K
4,417
-12%
增持
FID
First Trust S&P International Dividend Aristocrats ETF
+$154.3K
29,410
+60%
增持
BP
BP plc
+$153.1K
70,716
+15%
清仓
—
ARISTA NETWORKS INC COM
-$152.9K
0
-100%
