小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 23
增持 65
减持 51
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
MDY
SPDR S&P Midcap 400 ETF
+$1.4M
15,806
+11%
增持
AAPL
Apple Inc
+$1.3M
48,659
+2%
增持
VTEB
Vanguard Muni BND Tax Exempt ETF
+$1.1M
56,634
+59%
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。
增持
DFAU
Dimensional US Core Equity Markt ETF
+$862.4K
159,809
+9%
减持
GOOGL
Alphabet Inc. Class A
-$847.8K
39,877
-3%
建仓
ESGV
Vanguard Esg US Stock ETF
+$807.8K
7,947
减持
MSFT
Microsoft
-$714.8K
22,987
-3%
增持
META
Meta Platforms Inc Class A
+$622.7K
8,536
+1%
清仓
MU
Micron Technology
-$467.5K
0
-100%
减持
IEFA
iShares Core MSCI EAFE ETF
+$455.3K
134,844
-3%
增持
IJR
iShares Core S&P Small-Cap ETF
+$440.5K
35,410
+2%
增持
DFAX
Dimensional ETF (trust World Ex US Core)
+$440.0K
161,406
+5%
建仓
HEFA
iShares Currency Hedged MSCI ETF
+$435.0K
12,280
减持
WMT
Wal-Mart
+$413.3K
31,833
-0%
增持
UNH
UnitedHealth Group
+$376.9K
4,450
+2%
增持
SBUX
Starbucks Corp
+$376.4K
12,936
+14%
建仓
EAGG
iShares Esg Aware US Aggrgt BND ETF
+$357.7K
7,361
减持
EW
Edwards Lifesciences Corp
-$341.0K
7,652
-16%
增持
DFCF
Dimensional Core Fixed Income ETF
+$330.7K
38,474
+20%
清仓
INTC
Intel
-$313.7K
0
-100%
减持
IWR
iShares Russell Mid Cap ETF
+$311.5K
77,897
-4%
清仓
CMCSA
Comcast Corp Class A
-$302.7K
0
-100%
减持
IEMG
iShares Core MSCI Emerging ETF
+$296.1K
92,426
-1%
增持
JPM
JPMorgan Chase
+$280.2K
11,951
+8%
增持
NOW
Service Now Inc
+$268.8K
2,167
+2%
减持
ADP
Auto Data Processing
+$258.5K
7,077
-1%
建仓
TTD
The Trade Desk Inc Class A
+$253.7K
2,314
建仓
BMY
Bristol-Myers Squibb
+$253.0K
4,889
增持
MA
Mastercard Inc Class A
+$252.1K
4,386
+1%
增持
TSLA
Tesla Motors
+$250.5K
3,666
+2%
增持
ACWX
iShares MSCI Acwi Ex US ETF
+$250.4K
12,119
+45%
增持
AXP
American Express Co
+$248.1K
4,477
+7%
建仓
PH
Parker Hannifin Corp
+$240.7K
381
减持
AMZN
Amazon.Com Inc
-$235.0K
32,669
-0%
清仓
—
Aptiv PLC F
-$232.1K
0
-100%
增持
JNJ
Johnson & Johnson
+$230.3K
13,774
+1%
清仓
TOELY
Tokyo Electron LTD F Sponsored ADR
-$230.2K
0
-100%
建仓
SLF
Sun Life Financial Inc
+$228.7K
3,941
增持
—
BlackRock Inc
+$225.1K
1,082
+6%
清仓
XLI
Industrial Select Sector SPDR Fund
-$224.4K
0
-100%
建仓
WF
Woori Finl Group Inc F Unsponsored ADR
+$222.8K
6,235
清仓
XLE
Energy Select Sector SPDR Fund ETF
-$222.3K
0
-100%
建仓
SONVY
Sonova Holding A G F Sponsored ADR
+$220.8K
3,065
建仓
SONY
Sony Group Corp F Sponsored ADR
+$218.7K
2,265
建仓
SHG
Shinhan Finl Group Co F Sponsored ADR
+$217.8K
5,140
建仓
SPG
Simon PPTY Group REIT
+$217.0K
1,284
建仓
TRGP
Targa Resources Corp
+$215.5K
1,456
增持
PNC
P N C Financial Services Group Inc
+$212.0K
7,187
+0%
建仓
HCA
Hca Healthcare Inc
+$208.5K
513
增持
CAT
Caterpillar
+$207.1K
2,485
+8%
建仓
CSLLY
CSL Limited A D R
+$207.0K
2,095
清仓
CNQ
Canadian Natural Res F
-$206.7K
0
-100%
建仓
PRYMY
Prysmian Spa F Sponsored ADR
+$206.2K
5,678
建仓
LMT
Lockheed Martin Corp
+$205.2K
351
建仓
CBSH
Commerce Bancshares
+$204.4K
3,441
建仓
MTD
Mettler Toledo Intl
+$204.0K
136
建仓
BABA
Alibaba Group HLDG LTD F Sponsored ADR
+$202.2K
1,905
清仓
INTU
Intuit Inc
-$201.1K
0
-100%
增持
AGG
iShares Core US Aggregate Bond ETF
+$199.8K
4,010
+89%
清仓
ABNB
Airbnb Inc CL A
-$195.3K
0
-100%
增持
MCD
McDonald's
+$189.1K
3,407
+2%
减持
NVO
Novo-Nordisk As Vormal F Sponsored ADR
-$183.4K
6,633
-3%
减持
TLT
iShares 20 Year Treasury Bond ETF
-$174.4K
2,591
-45%
增持
GE
General Electric Co
+$170.3K
1,918
+59%
减持
MRK
Merck & Co. Inc.
-$168.4K
10,003
-5%
增持
—
Accenture PLC F Class A
+$159.9K
2,952
+1%
增持
QQQ
Invesco QQQ Trust ETF
+$158.3K
1,146
+37%
增持
HD
Home Depot
+$152.0K
2,307
+1%
减持
LOW
Lowes Co Inc
+$135.5K
2,707
-0%
增持
IEF
iShares 7-10 Year Treasury Bond ETF
+$129.8K
13,321
+6%
减持
QCOM
Qualcomm Inc
-$128.2K
3,820
-2%
减持
BRK/B
Berkshire Hathaway Class B
+$124.6K
2,346
-0%
增持
CRM
Salesforce
+$124.4K
6,283
+1%
增持
SYK
Stryker Corp
+$124.2K
922
+50%
减持
CVX
Chevron Corp.
-$124.1K
6,368
-6%
增持
ABBV
Abbvie Inc
+$123.2K
4,356
+1%
增持
AVGO
Broadcom Inc
+$122.7K
6,548
+944%
增持
MDLZ
Mondelez International W I
+$120.3K
13,335
+1%
减持
XLK
Technology Select Sector SPDR Fund
-$113.7K
1,168
-30%
减持
TDG
Transdigm Group Inc
+$104.3K
723
-0%
减持
AMAT
Applied Materials
-$103.9K
2,651
-2%
增持
DHR
Danaher Corp
+$96.7K
3,264
+1%
减持
ORCL
Oracle Corp
+$94.0K
3,335
-1%
减持
SCHW
Charles Schwab Corp
-$91.8K
9,604
-1%
建仓
BR
Broadridge Finl Solu
+$86.2K
401
增持
TCEHY
Tencent Holdings F Unsponsored ADR
+$85.0K
9,568
+2%
增持
—
Asml Holding N V F Sponsored ADR
-$84.3K
580
+5%
建仓
NMR
Nomura Holdings Inc A D R
+$82.5K
15,799
增持
PFE
Pfizer
+$78.5K
34,588
+5%
增持
ITW
Illinois Tool Works
+$77.7K
3,058
+0%
减持
—
Chubb LTD F
+$76.2K
2,478
-1%
增持
V
Visa Inc Class A
+$74.5K
5,566
+0%
增持
AMT
American Tower Corp
+$73.4K
1,850
+1%
增持
AFL
Aflac Inc
+$73.3K
3,221
+0%
减持
TMO
Thermo Fisher SCNTFC
+$72.6K
1,251
-1%
增持
INFY
Infosys LTD F Sponsored ADR
+$72.2K
17,129
+3%
减持
NEE
Nextera Energy Inc
+$71.3K
5,662
-2%
增持
MMM
3M
+$66.8K
1,776
+3%
减持
DE
Deere & Co
+$64.6K
1,693
-1%
减持
ABT
Abbott Laboratories
+$63.2K
8,085
-2%
减持
COST
Costco Wholesale Co
+$62.1K
1,910
-0%
减持
—
Astrazeneca PLC F Sponsored ADR
-$60.9K
4,983
-13%
增持
RY
Royal Bank Of Canada F
+$60.3K
2,933
+2%
减持
IBM
IBM
+$60.1K
1,324
-2%
减持
GILD
Gilead Sciences Inc
+$58.8K
4,380
-3%
减持
BA
Boeing Co
-$58.3K
1,806
-1%
增持
IDEXY
Industria De Diseno Te F Sponsored ADR
+$55.2K
8,818
+6%
增持
SPGI
S&P Global Inc
+$53.9K
713
+1%
增持
RHHBY
Roche HLDG AG F Sponsored ADR
+$53.0K
7,772
+5%
减持
IWM
iShares Russell 2000 ETF
+$52.6K
5,501
-4%
增持
SAP
SAP Se Spon A D R
+$52.2K
1,627
+2%
增持
RTX
Raytheon Technologies Co
+$52.1K
2,187
+3%
减持
GIS
General Mills Inc
+$49.8K
5,005
-1%
增持
ECL
Ecolab Inc
+$49.2K
2,383
+1%
增持
PG
Procter & Gamble
+$49.1K
5,378
+1%
增持
HTHIY
Hitachi LTD F Sponsored ADR
+$48.9K
5,393
+413%
增持
NFLX
Netflix Inc
+$47.5K
969
+2%
增持
KBH
K B Home
+$46.9K
2,882
+1%
减持
KO
Coca-Cola
+$45.3K
6,059
-1%
增持
—
Eaton Corp PLC F
+$45.3K
2,461
+0%
减持
TM
Toyota Motor Corp F Sponsored ADR
-$44.9K
1,219
-5%
减持
CSCO
Cisco Systems
+$44.1K
9,262
-2%
增持
ALIZY
Allianz Se F Unsponsored ADR
+$43.2K
8,300
+0%
减持
NKE
Nike Inc
+$42.4K
4,870
-5%
建仓
KKPNY
Koninklijke Royal KPN NV SP A D R
+$41.9K
10,286
减持
MPC
Marathon Pete Corp
-$41.4K
3,739
-0%
减持
ELV
Elevance Health Inc
-$40.1K
473
-10%
减持
BKNG
Booking Holdings Inc
+$39.9K
191
-1%
减持
TSM
Taiwan Semiconductr F Sponsored ADR
-$39.9K
10,306
-2%
增持
ISRG
Intuitive Surgical
+$39.1K
803
+1%
增持
MS
Morgan Stanley
+$39.0K
5,394
+0%
减持
GS
Goldman Sachs Group
+$38.8K
928
-0%
减持
UNP
Union Pacific Corp
+$37.3K
2,337
-2%
减持
TGT
Target Corp
+$33.6K
6,411
-2%
增持
NVDA
Nvidia Corp
-$33.5K
49,294
+1%
减持
LLY
Lilly Eli & Co
-$32.9K
1,087
-1%
减持
TXN
Texas Instruments
+$32.8K
2,931
-0%
清仓
HLDCY
Henderson Land Develop F Sponsored ADR
-$31.6K
0
-100%
减持
KB
KB Finl Group Inc F Sponsored ADR
+$30.7K
6,984
-1%
增持
CMWAY
Commonwealth BK Aust F Sponsored ADR
+$30.5K
3,247
+1%
增持
COP
Conocophillips
+$30.0K
7,500
+13%
减持
WFC
Wells Fargo & Co
-$29.9K
6,507
-3%
增持
PLD
Prologis Inc. REIT
+$29.8K
1,851
+2%
增持
UBER
Uber Technologies Inc
+$28.2K
6,958
+2%
增持
ZURVY
Zurich Insurance Group F Sponsored ADR
+$27.6K
7,620
+101%
减持
ANZGY
Anz Group Holdings LTD F Unsponsored ADR
+$27.0K
12,607
-0%
增持
AMGN
Amgen Inc
+$26.9K
2,567
+0%
增持
ADBE
Adobe Inc
+$26.2K
1,175
+12%
减持
—
Linde PLC F
+$25.2K
744
-1%
减持
IVV
iShares Core S&P 500 ETF
-$24.8K
2,490
-7%
