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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 23
增持 57
减持 32
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$71.9M
320,690
-84%
建仓
YFYA
LISTED FD TR
+$59.9M
2,550,806
增持
BRNY
EA SERIES TRUST
+$36.2M
1,012,014
+896%
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。
建仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$20.7M
884,686
增持
LAD
LITHIA MTRS INC
+$20.1M
2,027,362
+10136710%
减持
TSLA
TESLA INC
-$18.5M
8,734
-83%
减持
WMT
WALMART INC
-$16.6M
26,570
-87%
减持
AMZN
AMAZON COM INC
-$15.3M
32,989
-66%
增持
SRLN
SSGA ACTIVE ETF TR
+$13.6M
379,653
+749%
减持
BIL
SPDR SER TR
-$13.0M
64,645
-69%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$12.9M
289,299
-43%
增持
DGRO
ISHARES TR
+$12.7M
279,964
+8816%
减持
AVGO
BROADCOM INC
-$11.8M
51,562
-44%
增持
BND
VANGUARD BD INDEX FDS
+$10.3M
192,081
+259%
减持
PFLD
ETF SER SOLUTIONS
-$9.8M
75,774
-86%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.6M
22,926
+297%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$9.3M
284,043
-38%
增持
V
VISA INC
+$8.6M
27,843
+846%
清仓
MSFT
MICROSOFT CORP COM
-$7.9M
0
-100%
增持
MVIS
MICROVISION INC DEL
+$7.6M
19,253
+137421%
清仓
QQQJ
INVESCO QQQ TRUST UNIT SER 1 ETF
-$7.5M
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$7.3M
16,267
+647%
增持
KLAC
KLA CORP
+$7.2M
47,208
+21960%
建仓
QQQ
INVESCO QQQ TR
+$6.8M
14,323
建仓
FLRN
SPDR SER TR
+$6.8M
221,078
增持
JBL
JABIL INC
+$6.5M
26,592
+45748%
清仓
ACWX
ISHARES TRUST MSCI ACWI EX US ETF
-$6.4M
0
-100%
减持
NTST
NETSTREIT CORP
+$5.4M
4,847
-15%
清仓
JPM
JPMorgan Chase & Co.
-$5.1M
0
-100%
清仓
—
FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF
-$5.0M
0
-100%
清仓
IVV
iShares Core S&P 500 ETF
-$4.9M
0
-100%
清仓
NFLX
NETFLIX INC COM
-$4.8M
0
-100%
清仓
—
INVESCO QQQ TRUST UNIT SER 1 ETF
-$4.6M
0
-100%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$4.6M
139,405
+276%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$4.6M
89,790
+435%
增持
SCZ
ISHARES TR
+$4.5M
79,747
+34126%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$4.1M
573,786
-17%
清仓
NVDA
NVIDIA CORP COM
-$4.0M
0
-100%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$3.9M
35,538
+11438%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$3.7M
185,248
+325%
清仓
PYPL
PAYPAL HOLDINGS INC COM
-$3.6M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$3.6M
15,234
-26%
建仓
TUSI
TOUCHSTONE ETF TRUST
+$3.4M
136,039
清仓
JEPI
JPMorgan Equity Premium Income ETF
-$3.4M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$3.2M
6,454
+88%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$3.2M
32,261
-48%
建仓
INFL
LISTED FD TR
+$3.0M
5,418
清仓
—
First Trust Dow Jones Internet Index Fund
-$3.0M
0
-100%
增持
EEM
ISHARES TR
+$2.9M
29,793
+7782%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$2.9M
40,510
-45%
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$2.9M
94,958
减持
AGG
ISHARES TR
+$2.9M
8,599
-57%
清仓
JEPQ
JP MORGAN ETF TRUST NASDAQ EQUITY PREMIUM INCOM
-$2.8M
0
-100%
增持
PFF
ISHARES TR
+$2.8M
26,683
+609%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$2.8M
35,773
-50%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.8M
86,348
-43%
增持
AMGN
AMGEN INC
+$2.8M
14,996
+153%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$2.7M
10,393
-80%
增持
TMUS
T-MOBILE US INC
+$2.7M
11,979
+1430%
清仓
MCD
McDonald`s Corp
-$2.7M
0
-100%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$2.7M
10,909
-55%
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$2.7M
45,069
增持
SPYM
SPDR SER TR
+$2.6M
142,034
+48%
增持
QCOM
QUALCOMM INC
+$2.6M
19,090
+1125%
清仓
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-$2.5M
0
-100%
减持
SHV
ISHARES TR
-$2.5M
1,724
-93%
增持
CSCO
CISCO SYS INC
+$2.5M
47,141
+1055%
清仓
LHX
L3Harris Technologies Inc
-$2.4M
0
-100%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$2.4M
50,320
-51%
清仓
NVO
Novo Nordisk
-$2.4M
0
-100%
增持
GOOG
ALPHABET INC
+$2.4M
19,339
+381%
增持
SSO
PROSHARES TR
+$2.2M
35,138
+485%
增持
IGV
ISHARES TR
+$2.2M
40,143
+3316%
增持
HYBL
SSGA ACTIVE TR
+$2.2M
108,123
+250%
减持
MPT
MEDICAL PPTYS TRUST INC
+$2.1M
3,065
-42%
清仓
BP
BP plc
-$2.1M
0
-100%
增持
MS
MORGAN STANLEY
+$2.1M
4,916
+440%
减持
DK
DELEK US HLDGS INC NEW
-$2.0M
10,959
-91%
建仓
AFLG
FIRST TR EXCHNG TRADED FD VI
+$2.0M
60,804
增持
NUE
NUCOR CORP
+$2.0M
31,560
+6276%
建仓
RWEM
ADVISORS INNER CIRCLE FD III
+$2.0M
85,816
建仓
RWLC
ADVISORS INNER CIRCLE FD III
+$2.0M
59,765
清仓
XRX
Xerox Holdings Corp
-$1.9M
0
-100%
清仓
IJH
iShares Core S&P Mid-Cap ETF
-$1.9M
0
-100%
增持
LADR
LADDER CAP CORP
+$1.9M
8,933
+139%
增持
MCK
MCKESSON CORP
+$1.9M
6,744
+1944%
增持
TRGP
TARGA RES CORP
+$1.9M
11,649
+1138%
增持
—
LUCID GROUP INC
+$1.9M
8,445
+1493%
增持
IAU
ISHARES GOLD TR
+$1.9M
22,803
+758%
建仓
YMAX
TIDAL TR II
+$1.8M
136,005
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$1.8M
21,497
+1245%
增持
LYTS
LSI INDS INC OHIO
+$1.8M
5,621
+80200%
减持
CLNE
CLEAN ENERGY FUELS CORP
-$1.8M
28,308
-96%
减持
GT
GOODYEAR TIRE & RUBR CO
-$1.8M
26,102
-89%
清仓
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
-$1.8M
0
-100%
清仓
—
First Trust NYSE Arca Biotechnology Index Fund
-$1.8M
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.7M
3,840
+693%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$1.7M
82,304
清仓
DHS
WisdomTree U.S. High Dividend Fund
-$1.7M
0
-100%
增持
IYK
ISHARES TR
+$1.7M
17,009
+7667%
增持
EMXC
ISHARES INC
+$1.7M
31,139
+77748%
清仓
PEP
PEPSICO INC COM
-$1.7M
0
-100%
清仓
PNC
PNC Financial Services Group Inc
-$1.6M
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY COM
-$1.6M
0
-100%
增持
PLMR
PALOMAR HLDGS INC
+$1.6M
8,787
+3912%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.6M
18,352
清仓
JNJ
Johnson & Johnson
-$1.6M
0
-100%
清仓
METV
Meta Platforms Inc - Class A
-$1.6M
0
-100%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$1.5M
62,135
-53%
增持
NTRL
FIRST TR EXCH TRADED FD III
+$1.5M
81,002
+1148%
增持
IEFA
ISHARES TR
+$1.5M
22,552
+997%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.5M
6,316
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.5M
50,788
+222%
清仓
IWS
iShares Russell Mid-Cap Value ETF
-$1.5M
0
-100%
清仓
IRM
Iron Mountain Inc.
-$1.5M
0
-100%
减持
PECO
PHILLIPS EDISON & CO INC
+$1.5M
12,433
-30%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$1.4M
499,149
-8%
建仓
VCRB
VANGUARD MALVERN FDS
+$1.4M
18,350
清仓
IJR
iShares Core S&P Small-Cap ETF
-$1.4M
0
-100%
增持
ZROZ
PIMCO ETF TR
+$1.4M
15,151
+547%
建仓
RISR
TIDAL ETF TR
+$1.4M
36,785
清仓
IWY
iShares Russell Top 200 Growth ETF
-$1.3M
0
-100%
建仓
ILTB
ISHARES TR
+$1.3M
6,100
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.3M
19,992
+4764%
减持
FTXO
FIRST TR EXCHANGE TRADED FD
-$1.3M
33,936
-52%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$1.3M
51,527
清仓
ICSH
BlackRock Ultra Short-Term Bond ETF
-$1.2M
0
-100%
增持
—
LINDE PLC
+$1.2M
2,788
+7644%
增持
SPHB
INVESCO EXCH TRADED FD TR II
+$1.2M
26,377
+5430%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$1.2M
9,036
+10787%
清仓
—
RTX Corp
-$1.2M
0
-100%
增持
PPG
PPG INDS INC
+$1.2M
7,423
+185475%
清仓
IWP
iShares Russell Mid-Cap Growth ETF
-$1.2M
0
-100%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$1.2M
3,646
-75%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.1M
74,561
+256%
建仓
PSMT
PRICESMART INC
+$1.1M
11,234
增持
CORT
CORCEPT THERAPEUTICS INC
+$1.1M
17,310
+536%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.1M
16,542
+984%
增持
META
META PLATFORMS INC
+$1.1M
2,975
+216%
减持
FLTR
VANECK ETF TRUST
-$1.1M
65,666
-39%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
4,933
+166%
清仓
IEF
ISHARES TRUST BARCLAYS 7 10 YR ETF
-$1.1M
0
-100%
清仓
ORCL
Oracle Corp.
-$1.0M
0
-100%
建仓
SPYT
TIDAL TR II
+$1.0M
61,438
建仓
TMHC
TAYLOR MORRISON HOME CORP
+$1.0M
18,161
增持
UGI
UGI CORP NEW
+$1.0M
34,114
+1033%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$1.0M
49,803
增持
OMCL
OMNICELL COM
+$1.0M
27,543
+5343%
清仓
IWD
iShares Russell 1000 Value ETF
-$1.0M
0
-100%
减持
DIS
DISNEY WALT CO
-$1.0M
5,436
-60%
