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Copia Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Copia Wealth Management
报告期 2026-03-31 · CIK 0002058771
持仓数
532
前50大市值合计
$111.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 19
增持 65
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
GLD
SPDR GOLD SHARES
+$876.4K
15,296
+5%
建仓
CLOZ
ELDRIDGE BBB-B CLO ETF
+$778.7K
29,309
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$702.9K
17,031
+109%
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
CLOX
ELDRIDGE AAA CLO ETF
+$661.8K
25,942
增持
BUXX
STRIVE ENHANCED INCOME SHORT MATURITY ETF
+$631.0K
263,535
+13%
清仓
DBC
INVESCO DB COMMODITY INDEX TRACKING FUND
-$534.6K
0
-100%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$414.3K
63,270
-0%
减持
TSLA
TESLA INC COM
-$387.2K
711
-50%
增持
COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
+$331.6K
26,939
+73%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$312.9K
6,831
+1107%
增持
COST
COSTCO WHSL CORP NEW COM
+$295.9K
712
+73%
减持
XLG
INVESCO S&P 500 TOP 50 ETF
-$281.4K
65,917
-1%
增持
EFA
ISHARES MSCI EAFE ETF
+$257.8K
32,957
+2%
减持
SMH
VANECK SEMICONDUCTOR ETF
-$253.9K
5,966
-5%
增持
VGK
VANGUARD FTSE EUROPE ETF
+$237.2K
3,482
+2954%
建仓
HACK
AMPLIFY CYBERSECURITY ETF
+$217.4K
3,028
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$209.8K
31,742
+4%
建仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$208.0K
4,891
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$202.6K
42,451
+10%
减持
TBIL
US TREASURY 3 MONTH BILL ETF
-$201.0K
123,865
-3%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$193.9K
15,848
-4%
建仓
EWG
ISHARES MSCI GERMANY ETF
+$186.5K
5,030
增持
ARGT
GLOBAL X MSCI ARGENTINA ETF
+$181.0K
5,230
+79%
增持
ORCL
ORACLE CORP COM
+$179.9K
1,376
+1735%
减持
XBIL
US TREASURY 6 MONTH BILL ETF
-$170.5K
93,286
-4%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$168.0K
16,550
+0%
减持
COWZ
PACER US CASH COWS 100 ETF
-$167.9K
72,818
-1%
增持
GDX
VANECK GOLD MINERS ETF
+$166.5K
9,710
+18%
增持
AMZN
AMAZON COM INC COM
-$163.8K
5,675
+0%
减持
INDA
ISHARES MSCI INDIA ETF
-$163.7K
19,779
-12%
减持
AAPL
APPLE INC COM
-$161.8K
5,383
-1%
增持
SO
SOUTHERN CO COM
+$155.3K
2,181
+297%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
-$150.8K
31,173
+4%
增持
INFL
HORIZON KINETICS INFLATION BENEFICIARIES ETF
+$150.3K
8,028
+74%
增持
ARKW
ARK NEXT GENERATION INTERNET ETF
-$142.7K
13,235
+2%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$137.7K
1,805
-18%
减持
ETH
GRAYSCALE ETHEREUM MINI TRUST ETF
-$132.2K
6,836
-14%
增持
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$131.8K
1,836
+974%
减持
MSFT
MICROSOFT CORP COM
-$126.4K
2,056
-4%
增持
PCT
PURECYCLE TECHNOLOGIES INC COM
-$126.2K
56,064
+12%
建仓
IAK
ISHARES U.S. INSURANCE ETF
+$124.6K
904
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$123.4K
81,440
+2%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$115.0K
1,017
+1111%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$112.7K
4,030
增持
SLV
ISHARES SILVER TRUST
+$109.1K
13,150
+16%
增持
VOO
VANGUARD S&P 500 ETF
+$108.8K
538
+73%
建仓
PFIX
SIMPLIFY INTEREST RATE HEDGE ETF
+$107.1K
2,210
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$103.8K
17,478
+4%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$101.6K
2,963
-5%
减持
VUG
VANGUARD GROWTH ETF
-$99.9K
905
-15%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$97.6K
4,850
-21%
增持
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
+$95.6K
3,275
+130%
增持
IGM
ISHARES EXPANDED TECH SECTOR ETF
-$95.3K
12,134
+4%
增持
KRE
SPDR S&P REGIONAL BANKING ETF
+$90.2K
1,632
+3695%
清仓
HYLS
FIRST TRUST TACTICAL HIGH YIELD ETF
-$89.9K
0
-100%
减持
PFIG
INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF
-$85.1K
17,221
-18%
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$79.1K
9,440
-15%
减持
IVV
ISHARES CORE S&P 500 ETF
-$79.0K
2,336
-1%
增持
EWA
ISHARES MSCI AUSTRALIA ETF
+$78.3K
9,269
+59%
增持
PINK
SIMPLIFY HEALTH CARE ETF
+$77.3K
83,129
+5%
增持
IAU
ISHARES GOLD TRUST
+$77.3K
7,819
+1%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$76.9K
172
-77%
减持
AVGO
BROADCOM INC COM
-$76.0K
702
-16%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$73.2K
830
+2974%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$72.1K
25,464
+7%
减持
ARKQ
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
-$72.0K
5,030
-4%
减持
NKE
NIKE INC CL B
-$69.2K
4,544
-4%
建仓
SHYL
XTRACKERS SHORT DURATION HIGH YIELD BOND ETF
+$62.1K
1,392
清仓
DRLL
STRIVE U.S. ENERGY ETF
-$61.7K
0
-100%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$56.9K
1,002
-6%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$55.2K
2,708
+4%
建仓
COF
CAPITAL ONE FINL CORP COM
+$54.7K
305
减持
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
-$54.5K
8,039
-6%
减持
—
MR COOPER GROUP INC COM
+$53.9K
2,895
-5%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$53.3K
1,055
-19%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$53.0K
6,382
+4%
减持
CVX
CHEVRON CORP NEW COM
-$49.6K
538
-44%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$47.8K
1,910
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$47.5K
530
+3213%
增持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$45.8K
20,931
+6%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$44.0K
73,875
+1%
减持
INDS
PACER INDUSTRIAL REAL ESTATE ETF
-$43.0K
272
-82%
增持
RH
RH COM
-$41.6K
274
+2%
增持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$39.1K
25,854
+6%
建仓
MCHI
ISHARES MSCI CHINA ETF
+$38.9K
715
建仓
AMLP
ALERIAN MLP ETF
+$38.3K
737
增持
SOFI
SOFI TECHNOLOGIES INC COM
+$38.2K
3,416
+3316%
增持
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$38.1K
10,685
+9%
减持
PSCE
INVESCO S&P SMALLCAP ENERGY ETF
-$37.2K
645
-51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$36.2K
313
+9%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$36.1K
1,585
+100%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$35.9K
51,583
-1%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$35.4K
3,287
-18%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$33.6K
651
-36%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$33.6K
624
-2%
减持
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
-$32.0K
3,082
-11%
建仓
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$30.8K
834
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$30.4K
2,644
+15%
增持
RWJ
INVESCO S&P SMALLCAP 600 REVENUE ETF
-$29.9K
8,960
+4%
减持
VDE
VANGUARD ENERGY ETF
-$28.8K
83
-75%
增持
GE
GE AEROSPACE COM NEW
+$28.5K
143
+14200%
减持
BLOK
AMPLIFY TRANSFORMATIONAL DATA SHARING ETF
-$27.5K
707
-43%
建仓
ALLY
ALLY FINL INC COM
+$26.8K
735
减持
EWJ
ISHARES MSCI JAPAN ETF
-$26.3K
4,438
-10%
增持
BROS
DUTCH BROS INC CL A
+$25.7K
1,595
+15%
清仓
DHI
D R HORTON INC COM
-$23.9K
0
-100%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$23.1K
1,775
-18%
清仓
—
SILVERCREST METALS INC COM
-$22.5K
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$22.2K
646
+0%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$22.2K
593
-43%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$21.3K
3,140
+22%
减持
VTV
VANGUARD VALUE ETF
+$21.0K
6,291
-0%
减持
ILF
ISHARES LATIN AMERICA 40 ETF
+$21.0K
12,938
-5%
清仓
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
-$19.2K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$18.7K
53
增持
NLR
VANECK URANIUM AND NUCLEAR ETF
-$18.2K
7,610
+8%
增持
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
+$18.0K
1,912
+50%
减持
KWEB
KRANESHARES CSI CHINA INTERNET ETF
-$16.0K
222
-73%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$15.2K
389
-30%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$15.1K
2,283
+10%
减持
ARKK
ARK INNOVATION ETF
-$15.0K
1,220
-5%
减持
URA
GLOBAL X URANIUM ETF
-$14.5K
3,234
-2%
增持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
+$14.5K
720
+28%
增持
TNA
DIREXION DAILY SMALL CAP BULL 3X SHARES
+$14.3K
1,249
+135%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$14.0K
2,329
+3%
清仓
FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
-$13.6K
0
-100%
减持
JPXN
ISHARES JPX-NIKKEI 400 ETF
-$13.4K
6,293
-6%
增持
AFRM
AFFIRM HLDGS INC COM CL A
+$13.3K
362
+624%
清仓
XBI
SPDR S&P BIOTECH ETF
-$13.2K
0
-100%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$12.9K
7,282
-5%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$12.7K
523
-9%
增持
SIL
GLOBAL X SILVER MINERS ETF
+$12.7K
1,529
+2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$12.4K
2,404
+5%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$12.0K
34
-31%
建仓
HODL
VANECK BITCOIN ETF
+$11.9K
512
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$11.6K
1,259
-2%
减持
SMIN
ISHARES MSCI INDIA SMALL CAP ETF
-$11.5K
176
-43%
减持
—
EXXON MOBIL CORP COM
-$11.2K
8
-93%
建仓
GEV
GE VERNOVA INC COM
+$10.7K
35
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$10.6K
1,255
+3%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$10.5K
1,281
+8%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$10.3K
81
+1520%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$10.3K
5,038
-1%
建仓
OKLO
OKLO INC COM CL A
+$10.2K
473
减持
GD
GENERAL DYNAMICS CORP COM
-$10.0K
63
-39%
增持
ETHA
ISHARES ETHEREUM TRUST ETF
+$9.6K
3,655
+126%
减持
PPH
VANECK PHARMACEUTICAL ETF
-$9.5K
6,162
-7%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$9.3K
4,709
-9%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$9.3K
988
-0%
增持
ENVX
ENOVIX CORPORATION COM
+$9.2K
2,613
+184%
