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Canopy Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Canopy Partners, LLC
报告期 2026-03-31 · CIK 0001960860
持仓数
245
前50大市值合计
$206.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 39
增持 89
减持 20
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
Vanguard Total Stock Market ETF
+$8.1M
48,745
+151%
增持
DFAX
Dimensional ETF (trust World Ex US Core)
+$2.9M
125,115
+843%
增持
NVDA
Nvidia Corp
+$2.4M
4,792
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。
+21%
增持
MSFT
Microsoft
+$1.9M
23,113
+11%
增持
IWR
iShares Russell Mid Cap ETF
+$1.9M
88,851
+23%
增持
DFAU
Dimensional US Core Equity Markt ETF
+$1.7M
56,137
+395%
增持
META
Meta Platforms Inc Class A
+$1.4M
8,374
+9%
减持
JPM
JPMorgan Chase
-$1.3M
11,074
-46%
增持
AMZN
Amazon.Com Inc
+$1.0M
31,920
+3%
建仓
EFG
iShares MSCI EAFE Growth ETF
+$1.0M
9,806
增持
IEFA
iShares Core MSCI EAFE ETF
+$997.0K
137,911
+5%
增持
MDY
SPDR S&P Midcap 400 ETF
+$850.9K
14,273
+3%
减持
SPY
SPDR S&P 500 ETF
+$823.5K
18,732
-0%
增持
GOOGL
Alphabet Inc. Class A
+$715.7K
40,475
+5%
清仓
PFF
iShares Preferred Income Sec ETF IV
-$685.6K
0
-100%
减持
IVV
iShares Core S&P 500 ETF
-$648.3K
3,026
-35%
减持
FICO
Fair Isaac Intl Corp
-$627.3K
450
-56%
建仓
DFCF
Dimensional Core Fixed Income ETF
+$601.9K
14,348
增持
TSM
Taiwan Semiconductr F Sponsored ADR
+$554.1K
10,222
+28%
减持
IEMG
iShares Core MSCI Emerging ETF
-$508.8K
107,144
-10%
增持
AAPL
Apple Inc
-$446.1K
45,738
+6%
增持
MA
Mastercard Inc Class A
+$434.6K
4,260
+12%
增持
LLY
Lilly Eli & Co
+$384.1K
1,087
+37%
增持
BRK/B
Berkshire Hathaway Class B
+$365.8K
2,337
+35%
建仓
TM
Toyota Motor Corp F Sponsored ADR
+$364.4K
1,448
增持
WMT
Wal-Mart
+$344.5K
31,860
+221%
建仓
DFAE
Dimensional Emerg Core Eqy MRKT ETF
+$325.6K
13,170
增持
MRK
Merck & Co. Inc.
+$322.0K
10,037
+10%
增持
AVGO
Broadcom Inc
+$321.2K
617
+39%
建仓
SAP
SAP Se Spon A D R
+$307.8K
1,578
增持
CRM
Salesforce
+$304.4K
6,260
+4%
增持
VTEB
Vanguard Muni BND Tax Exempt ETF
+$291.3K
36,116
+20%
建仓
WSM
Williams Sonoma Inc
+$290.9K
916
减持
TLT
iShares 20 plus Year Treasury Bond ETF
-$279.9K
4,219
-39%
增持
—
Eaton Corp PLC F
+$272.8K
2,412
+21%
建仓
HESAY
Hermes Interntnl Sca F Sponsored ADR
+$271.8K
1,060
建仓
INTU
Intuit Inc
+$268.4K
413
建仓
TOELY
Tokyo Electron LTD F Sponsored ADR
+$263.0K
2,024
增持
NVO
Novo-Nordisk As Vormal F Sponsored ADR
+$261.4K
6,818
+15%
减持
XEL
Xcel Energy Inc
-$260.3K
509
-89%
建仓
SBGSY
Schneider Elect Se Unsp A D R
+$258.1K
5,697
增持
COST
Costco Wholesale Co
+$252.4K
1,922
+12%
建仓
BMY
Bristol-Myers Squibb
+$251.5K
4,638
增持
TGT
Target Corp
+$250.9K
6,315
+4%
增持
GOOG
Alphabet Inc. Class C
+$250.6K
5,200
+35%
增持
LOW
Lowes Co Inc
+$247.9K
2,315
+51%
建仓
ALIZY
Allianz Se F Unsponsored ADR
+$247.5K
8,270
建仓
RDY
DR Reddy S Laboratorie F Sponsored ADR
+$243.3K
3,317
建仓
DIS
Walt Disney
+$242.5K
1,982
增持
MPC
Marathon Pete Corp
+$236.6K
3,707
+8%
减持
ADP
Auto Data Processing
-$234.6K
7,073
-17%
增持
—
ExxonMobil
+$234.1K
4,465
+57%
建仓
XLE
Energy Select Sector SPDR Fund ETF
+$230.3K
2,439
建仓
IBM
IBM
+$229.7K
1,203
建仓
CL
Colgate Palmolive Co
+$229.4K
2,548
建仓
IMO
Imperial Oil LTD F
+$223.6K
3,234
建仓
CNI
Canadian Natl Railwy F
+$222.9K
1,692
建仓
CME
Cme Group Inc
+$222.0K
1,031
建仓
CNQ
Canadian Natural Res F
+$221.6K
2,903
建仓
IWF
iShares Russell 1000 Growth ETF
+$221.4K
657
减持
PG
Procter & Gamble
-$221.0K
5,315
-28%
增持
AMD
Advanced Micro Devices I
+$220.5K
4,174
+15%
建仓
ABNB
Airbnb Inc CL A
+$219.1K
1,328
建仓
SHECY
Shin Etsu Chemical Co F Sponsored ADR
+$217.2K
9,930
建仓
SYK
Stryker Corp
+$216.2K
604
增持
BAC
Bank Of America Corp
+$213.4K
31,146
+8%
建仓
ZURVY
Zurich Insurance Group F Sponsored ADR
+$212.0K
3,910
增持
ABBV
Abbvie Inc
+$212.0K
4,308
+17%
建仓
DSNKY
Daiichi Sankyo Co F Sponsored ADR
+$211.6K
6,651
建仓
PH
Parker Hannifin Corp
+$210.6K
379
增持
—
Asml Holding N V F Sponsored ADR
+$210.2K
552
+28%
建仓
KR
Kroger Co
+$209.3K
3,664
清仓
AKAM
Akamai Technologies Inc
-$209.1K
0
-100%
增持
HD
Home Depot
+$208.2K
2,281
+19%
增持
AXP
American Express Co
+$207.9K
3,773
+9%
增持
IJR
iShares Core S&P Small-Cap ETF
+$204.7K
34,335
+4%
建仓
IWV
iShares Russel 3000 ETF
+$204.7K
682
建仓
KBH
K B Home
+$202.1K
2,851
建仓
WF
Woori Finl Group Inc F Unsponsored ADR
+$200.4K
6,178
增持
CAT
Caterpillar
+$200.1K
2,231
+7%
增持
V
Visa Inc Class A
+$199.3K
5,538
+7%
增持
AMAT
Applied Materials
+$195.0K
2,666
+22%
建仓
GE
General Electric Co
+$193.3K
1,101
增持
EW
Edwards Lifesciences Corp
+$189.2K
9,176
+2%
减持
BR
Broadridge Finl Solu
-$186.6K
401
-69%
减持
DUK
Duke Energy Corp
-$186.4K
610
-76%
增持
NFLX
Netflix Inc
+$176.0K
956
+15%
增持
WM
Waste Management Inc
+$174.9K
2,144
+36%
增持
TMO
Thermo Fisher SCNTFC
+$154.4K
1,270
+16%
减持
TDG
Transdigm Group Inc
+$148.5K
721
-1%
增持
—
Chubb LTD F
+$147.8K
2,578
+12%
增持
MU
Micron Technology
+$146.9K
3,542
+12%
建仓
SMFG
Sumitomo Mitsui Finl00 F Sponsored ADR
+$143.9K
12,230
增持
QCOM
Qualcomm Inc
+$143.6K
3,593
+12%
增持
WFC
Wells Fargo & Co
+$136.6K
6,502
+33%
减持
IWM
iShares Russell 2000 ETF
-$132.0K
6,182
-13%
增持
RSG
Republic Services
+$131.4K
2,399
+21%
增持
NOW
Service Now Inc
+$125.2K
2,100
+1%
减持
IEF
iShares 7-10 Year Treasury Bond ETF
-$123.2K
14,436
-7%
减持
MMM
3M
-$122.1K
1,585
-40%
增持
ITW
Illinois Tool Works
+$121.3K
2,837
+17%
建仓
MUFG
Mitsubishi U F J Finan F Sponsored ADR
+$121.0K
11,826
增持
CVX
Chevron Corp.
+$118.2K
6,822
+6%
增持
MS
Morgan Stanley
+$117.7K
5,357
+29%
增持
ORCL
Oracle Corp
+$116.2K
3,299
+17%
增持
ISRG
Intuitive Surgical
+$112.8K
794
+31%
增持
JNJ
Johnson & Johnson
+$111.0K
13,510
+5%
增持
DHR
Danaher Corp
+$107.7K
3,218
+7%
增持
—
Linde PLC F
+$103.1K
744
+26%
增持
KB
KB Finl Group Inc F Sponsored ADR
+$101.7K
7,049
+10%
增持
COP
Conocophillips
+$93.0K
6,641
+2%
增持
PEP
Pepsico Inc
+$91.9K
6,399
+7%
增持
IBN
Icici Bank LTD A D R
+$90.3K
14,373
+18%
增持
MCD
McDonald's
+$85.2K
3,374
+16%
增持
ABT
Abbott Laboratories
+$84.9K
9,216
+5%
增持
SHEL
Shell PLC F Sponsored ADR
+$79.3K
4,474
+33%
减持
UBER
Uber Technologies Inc
+$77.3K
6,948
-7%
减持
SBUX
Starbucks Corp
-$75.7K
10,803
-2%
建仓
PROSY
Prosus N V F Sponsored ADR
+$74.5K
11,905
增持
EMR
Emerson Electric Co
+$73.5K
3,727
+4%
减持
APH
Amphenol Corp Class A
+$73.2K
4,674
-0%
增持
LVMUY
LVMH Moet Hennessy Lou F Sponsored ADR
+$72.5K
1,788
+16%
减持
ECL
Ecolab Inc
-$69.8K
2,186
-24%
增持
SCHW
Charles Schwab Corp
+$68.4K
9,692
+5%
增持
TSLA
Tesla Motors
-$67.5K
3,773
+28%
增持
—
Astrazeneca PLC F Sponsored ADR
+$66.5K
4,763
+25%
增持
LRLCY
L Oreal S A F Sponsored ADR
+$64.9K
5,323
+20%
增持
DE
Deere & Co
+$64.8K
1,765
+7%
增持
UNH
UnitedHealth Group
+$64.5K
4,517
+10%
建仓
AEG
Aegon LTD Amer Reg G D R
+$63.1K
10,434
增持
KO
Coca-Cola
+$62.4K
5,920
+16%
增持
CMWAY
Commonwealth BK Aust F Sponsored ADR
+$61.5K
3,324
+26%
增持
WIT
Wipro LTD F Sponsored ADR
+$61.2K
49,970
+23%
增持
NABZY
NTNL Australia Bank F Sponsored ADR
+$60.8K
24,670
+17%
减持
EEM
iShares MSCI Emerging Markets ETF
-$59.8K
13,854
-11%
增持
NKE
Nike Inc
-$59.7K
5,125
+3%
增持
GS
Goldman Sachs Group
+$59.3K
856
+11%
增持
PNC
P N C Financial Services Group Inc
+$56.3K
7,118
+1%
增持
BA
Boeing Co
-$56.1K
1,854
+17%
增持
BKNG
Booking Holdings Inc
+$54.3K
190
+6%
增持
RY
Royal Bank Of Canada F
+$53.5K
2,959
+22%
增持
CSCO
Cisco Systems
+$53.5K
9,416
+14%
增持
PFE
Pfizer
+$51.3K
25,993
+12%
增持
TXN
Texas Instruments
+$48.0K
2,743
+9%
增持
AMT
American Tower Corp
+$47.8K
1,736
+28%
建仓
ALSMY
Alstom SA F Sponsored ADR
+$47.0K
31,540
建仓
MFG
Mizuho Finl Group F Sponsored ADR
+$45.0K
11,305
增持
ANZGY
Anz Group Holdings LTD F Unsponsored ADR
+$42.6K
12,808
+14%
增持
ADBE
Adobe Inc
-$41.2K
1,031
+10%
增持
—
Accenture PLC F Class A
+$37.4K
3,213
+5%
