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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 75
减持 52
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
BUXX
STRIVE ENHANCED INCOME SHORT MATURITY ETF
+$1.3M
329,106
+25%
增持
CLOX
ELDRIDGE AAA CLO ETF
+$1.1M
70,479
+172%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$705.8K
83,385
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。
+2%
减持
ARKW
ARK NEXT GENERATION INTERNET ETF
+$691.8K
13,174
-0%
增持
NLR
VANECK URANIUM AND NUCLEAR ETF
+$618.8K
10,581
+39%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$560.4K
9,711
-43%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$534.9K
28,213
+11%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$439.3K
32,285
-24%
增持
COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
+$426.2K
35,762
+33%
增持
PCT
PURECYCLE TECHNOLOGIES INC COM
+$423.8K
59,254
+6%
清仓
ARGT
GLOBAL X MSCI ARGENTINA ETF
-$422.4K
0
-100%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$399.1K
14,117
+107%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$377.5K
13,887
-21%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$370.6K
50,876
-1%
清仓
—
MR COOPER GROUP INC COM
-$346.2K
0
-100%
增持
EFA
ISHARES MSCI EAFE ETF
+$345.6K
33,999
+3%
增持
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
+$324.5K
11,777
+516%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$298.1K
15,689
-1%
减持
GLD
SPDR GOLD SHARES
-$283.6K
13,528
-12%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$282.0K
34,655
+9%
减持
SMH
VANECK SEMICONDUCTOR ETF
+$280.9K
5,531
-7%
增持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
+$279.4K
22,723
+9%
减持
MSFT
MICROSOFT CORP COM
+$237.9K
2,030
-1%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
+$230.2K
31,464
+1%
增持
VGK
VANGUARD FTSE EUROPE ETF
+$220.8K
6,003
+72%
增持
HACK
AMPLIFY CYBERSECURITY ETF
+$217.0K
5,030
+66%
增持
INFL
HORIZON KINETICS INFLATION BENEFICIARIES ETF
+$199.5K
12,469
+55%
增持
INDA
ISHARES MSCI INDIA ETF
+$192.5K
21,745
+10%
清仓
C
CITIGROUP INC COM NEW
-$191.7K
0
-100%
减持
XLG
INVESCO S&P 500 TOP 50 ETF
+$178.7K
61,655
-6%
增持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$175.0K
27,247
+5%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$160.5K
1,086
-65%
减持
XBIL
US TREASURY 6 MONTH BILL ETF
-$155.0K
90,232
-3%
增持
ETH
GRAYSCALE ETHEREUM MINI TRUST ETF
+$149.6K
11,270
+65%
增持
IVV
ISHARES CORE S&P 500 ETF
+$148.4K
2,353
+1%
减持
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$141.4K
11,052
-9%
增持
EWG
ISHARES MSCI GERMANY ETF
+$130.7K
7,497
+49%
增持
VUG
VANGUARD GROWTH ETF
+$122.6K
1,045
+15%
减持
ARKQ
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
+$109.8K
4,969
-1%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$107.9K
2,798
+3%
减持
ORCL
ORACLE CORP COM
+$107.1K
1,370
-0%
增持
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
+$106.5K
5,699
+74%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$98.2K
7,379
+1%
建仓
EWZ
ISHARES MSCI BRAZIL ETF
+$98.0K
3,398
清仓
KRE
SPDR S&P REGIONAL BANKING ETF
-$92.8K
0
-100%
增持
TSLA
TESLA INC COM
+$89.9K
863
+21%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$89.1K
73,785
-0%
减持
PPH
VANECK PHARMACEUTICAL ETF
-$84.0K
5,429
-12%
建仓
SHLD
GLOBAL X DEFENSE TECH ETF
+$83.3K
1,383
增持
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$83.1K
14,423
+35%
建仓
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$79.2K
2,210
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$76.8K
1,517
-35%
清仓
CXW
CORECIVIC INC COM
-$76.1K
0
-100%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$75.6K
6,573
+34%
增持
PINK
SIMPLIFY HEALTH CARE ETF
+$74.5K
83,672
+1%
减持
EWJ
ISHARES MSCI JAPAN ETF
-$73.9K
3,073
-31%
增持
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$73.3K
2,670
+45%
增持
EWA
ISHARES MSCI AUSTRALIA ETF
+$67.9K
10,835
+17%
减持
VOO
VANGUARD S&P 500 ETF
-$67.5K
368
-32%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$64.2K
2,510
+10%
增持
IAK
ISHARES U.S. INSURANCE ETF
+$64.1K
1,403
+55%
增持
AAPL
APPLE INC COM
-$64.0K
5,516
+2%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$62.8K
5,020
+7%
增持
SOFI
SOFI TECHNOLOGIES INC COM
+$62.1K
5,592
+64%
减持
SLV
ISHARES SILVER TRUST
-$57.8K
10,659
-19%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$56.5K
3,001
+1%
减持
DBP
INVESCO DB PRECIOUS METALS FUND
-$55.8K
1,036
-45%
建仓
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$55.6K
1,893
增持
COF
CAPITAL ONE FINL CORP COM
+$55.5K
518
+70%
减持
COWZ
PACER US CASH COWS 100 ETF
-$54.3K
71,383
-2%
增持
ETHA
ISHARES ETHEREUM TRUST ETF
+$53.1K
5,432
+49%
减持
AVGO
BROADCOM INC COM
+$52.6K
618
-12%
增持
URA
GLOBAL X URANIUM ETF
+$52.1K
3,253
+1%
建仓
WELL
WELLTOWER INC COM
+$51.2K
333
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$51.0K
210
-60%
增持
COST
COSTCO WHSL CORP NEW COM
+$50.3K
731
+3%
增持
OKLO
OKLO INC COM CL A
+$50.1K
1,077
+128%
建仓
GII
SPDR S&P GLOBAL INFRASTRUCTURE ETF
+$49.0K
728
减持
IAU
ISHARES GOLD TRUST
-$48.9K
6,608
-15%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$48.4K
3,051
-7%
减持
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
-$47.4K
14,910
-10%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$46.8K
983
-45%
增持
RWJ
INVESCO S&P SMALLCAP 600 REVENUE ETF
+$44.5K
9,452
+5%
建仓
EA
ELECTRONIC ARTS INC COM
+$44.1K
276
增持
NKE
NIKE INC CL B
+$43.0K
4,666
+3%
增持
SIL
GLOBAL X SILVER MINERS ETF
+$42.7K
2,140
+40%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$41.8K
3,650
+5%
减持
AMZN
AMAZON COM INC COM
+$40.3K
5,105
-10%
增持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$38.6K
375
+477%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$37.8K
1,285
+55%
减持
PFIX
SIMPLIFY INTEREST RATE HEDGE ETF
-$36.0K
1,345
-39%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$35.7K
926
-6%
减持
VTV
VANGUARD VALUE ETF
-$33.9K
5,957
-5%
减持
RH
RH COM
-$33.0K
165
-40%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$32.6K
2,111
+33%
减持
VO
VANGUARD MID-CAP ETF
+$32.5K
1,838
-1%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$31.1K
58,809
-7%
增持
NVDA
NVIDIA CORPORATION COM
+$29.7K
468
+15%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$28.7K
570
-2%
减持
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
+$28.7K
8,002
-0%
减持
JPXN
ISHARES JPX-NIKKEI 400 ETF
+$28.6K
6,090
-3%
减持
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$27.8K
2,938
-5%
建仓
RKLB
ROCKET LAB CORP COM
+$27.1K
758
增持
ARKF
ARK FINTECH INNOVATION ETF
+$26.9K
1,567
+1%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$26.7K
4,818
-1%
建仓
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+$26.0K
288
减持
ILF
ISHARES LATIN AMERICA 40 ETF
+$25.5K
12,598
-3%
减持
ARKK
ARK INNOVATION ETF
+$25.3K
1,186
-3%
增持
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$24.7K
1,464
+76%
增持
PWR
QUANTA SVCS INC COM
+$22.5K
67
+509%
清仓
LOW
LOWES COS INC COM
-$22.2K
0
-100%
增持
ICOW
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
+$21.7K
1,586
+54%
增持
PM
PHILIP MORRIS INTL INC COM
+$21.6K
884
+1%
建仓
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$20.6K
205
清仓
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
-$20.2K
0
-100%
清仓
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
-$19.9K
0
-100%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$19.2K
1,263
+0%
增持
NOW
SERVICENOW INC COM
+$18.9K
23
+283%
增持
DE
DEERE & CO COM
+$18.5K
329
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$18.4K
134
+58%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$18.0K
1,106
+19%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$17.9K
233
+37%
增持
JPM
JPMORGAN CHASE & CO. COM
+$16.9K
341
+2%
减持
—
SPOTIFY TECHNOLOGY S A SHS
-$16.8K
24
-63%
增持
EWJV
ISHARES MSCI JAPAN VALUE ETF
+$16.6K
3,447
+11%
清仓
SNAP
SNAP INC CL A
-$16.5K
0
-100%
增持
SNOW
SNOWFLAKE INC COM SHS
+$16.5K
94
+203%
建仓
EOSE
EOS ENERGY ENTERPRISES INC COM CL A
+$15.9K
3,100
增持
DLR
DIGITAL RLTY TR INC COM
+$15.4K
373
+8%
减持
ADBE
ADOBE INC COM
-$14.9K
23
-63%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$14.3K
648
+0%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$14.1K
556
-11%
增持
TBIL
US TREASURY 3 MONTH BILL ETF
+$14.1K
124,184
+0%
建仓
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
+$13.6K
167
增持
TNA
DIREXION DAILY SMALL CAP BULL 3X SHARES
+$13.2K
1,484
+19%
增持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$13.0K
1,210
+3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$12.8K
385
+8%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$12.4K
2,288
+1%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$12.2K
1,491
-6%
清仓
RKLB
ROCKET LAB USA INC COM
-$12.1K
0
-100%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$12.1K
3,836
-14%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$11.7K
743
-23%
增持
AFRM
AFFIRM HLDGS INC COM CL A
+$11.4K
402
+11%
增持
CVX
CHEVRON CORP NEW COM
-$11.4K
549
+2%
增持
WMT
WALMART INC COM
+$11.1K
281
+51%
清仓
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$10.6K
0
-100%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$9.7K
948
-10%
增持
SPGP
INVESCO S&P 500 GARP ETF
+$8.8K
155
+96%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$8.2K
2,055
-12%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$7.8K
6,048
-5%
