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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 101
减持 35
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
CLOX
ELDRIDGE AAA CLO ETF
+$1.3M
122,913
+74%
增持
CLOZ
ELDRIDGE BBB-B CLO ETF
+$1.2M
72,049
+147%
增持
GLD
SPDR GOLD SHARES
+$730.2K
13,655
+1%
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
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$609.6K
85,152
+2%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
+$605.8K
34,248
+9%
增持
BUXX
STRIVE ENHANCED INCOME SHORT MATURITY ETF
+$552.7K
357,011
+8%
增持
AAPL
APPLE INC COM
+$433.0K
6,145
+11%
增持
ARKW
ARK NEXT GENERATION INTERNET ETF
+$401.3K
13,436
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$360.9K
32,121
+14%
增持
NLR
VANECK URANIUM AND NUCLEAR ETF
+$344.2K
11,210
+6%
减持
TBIL
US TREASURY 3 MONTH BILL ETF
-$330.6K
117,560
-5%
减持
XLG
INVESCO S&P 500 TOP 50 ETF
+$330.2K
61,586
-0%
增持
EFA
ISHARES MSCI EAFE ETF
+$317.2K
35,947
+6%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$310.2K
52,178
+3%
建仓
PTRN
PATTERN GROUP INC COM SER A
+$293.6K
21,428
增持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
+$290.5K
24,464
+8%
增持
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$280.4K
12,084
+9%
增持
COWZ
PACER US CASH COWS 100 ETF
+$251.0K
72,807
+2%
增持
EWA
ISHARES MSCI AUSTRALIA ETF
+$250.7K
19,848
+83%
增持
COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
+$246.8K
41,388
+16%
减持
SMH
VANECK SEMICONDUCTOR ETF
+$243.7K
5,473
-1%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$240.7K
74,148
+0%
增持
GDX
VANECK GOLD MINERS ETF
+$239.1K
8,905
+5%
增持
ETH
GRAYSCALE ETHEREUM MINI TRUST ETF
+$222.8K
12,509
+11%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$222.2K
15,649
+13%
增持
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$209.1K
21,810
+51%
增持
PINK
SIMPLIFY HEALTH CARE ETF
+$208.9K
85,773
+3%
增持
MSFT
MICROSOFT CORP COM
+$208.0K
2,351
+16%
减持
INDA
ISHARES MSCI INDIA ETF
-$185.0K
19,703
-9%
增持
SLV
ISHARES SILVER TRUST
+$184.3K
12,603
+18%
减持
XBIL
US TREASURY 6 MONTH BILL ETF
-$182.5K
86,515
-4%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$178.5K
10,672
+62%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$177.5K
1,200
+85%
增持
INFL
HORIZON KINETICS INFLATION BENEFICIARIES ETF
+$170.8K
15,586
+25%
增持
TSLA
TESLA INC COM
+$169.7K
998
+16%
增持
ETHA
ISHARES ETHEREUM TRUST ETF
+$168.9K
8,647
+59%
增持
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
+$164.3K
14,927
+0%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
+$160.6K
57,151
-3%
增持
RWJ
INVESCO S&P SMALLCAP 600 REVENUE ETF
+$142.7K
11,426
+21%
增持
META
META PLATFORMS INC CL A
+$136.6K
371
+102%
增持
HACK
AMPLIFY CYBERSECURITY ETF
+$117.8K
6,362
+26%
减持
EWG
ISHARES MSCI GERMANY ETF
-$117.4K
4,802
-36%
增持
SHLD
GLOBAL X DEFENSE TECH ETF
+$111.2K
2,770
+100%
减持
ARKQ
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
+$109.5K
4,953
-0%
减持
IVV
ISHARES CORE S&P 500 ETF
+$105.2K
2,340
-1%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$104.2K
3,107
+4%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$100.8K
2,814
+1%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$100.5K
35,476
+2%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$98.5K
3,999
+31%
建仓
LOW
LOWES COS INC COM
+$94.2K
375
建仓
ITRI
ITRON INC COM
+$92.3K
741
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$91.2K
27,101
-1%
减持
ORCL
ORACLE CORP COM
+$83.2K
1,361
-1%
减持
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
+$82.1K
7,783
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$80.5K
477
+45%
增持
JPM
JPMORGAN CHASE & CO. COM
+$80.3K
568
+67%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$79.7K
15,714
+0%
增持
GWW
GRAINGER W W INC COM
+$76.4K
90
+900%
增持
IVOL
KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF
+$71.4K
4,753
+360%
增持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$71.3K
5,013
+4%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$69.4K
2,795
+16%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$69.3K
3,204
+52%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$65.8K
259
+3600%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$65.3K
2,658
+6%
增持
ABBV
ABBVIE INC COM
+$65.2K
368
+241%
增持
AFL
AFLAC INC COM
+$64.2K
759
+289%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$63.0K
14,893
+5%
建仓
CSCO
CISCO SYS INC COM
+$59.9K
875
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$59.8K
3,781
+4%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$59.5K
610
+10%
增持
SOFI
SOFI TECHNOLOGIES INC COM
+$59.2K
6,096
+9%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$57.0K
240
+189%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$54.2K
1,374
+7%
增持
ADI
ANALOG DEVICES INC COM
+$52.3K
236
+883%
减持
VTV
VANGUARD VALUE ETF
+$51.6K
5,922
-1%
减持
IAU
ISHARES GOLD TRUST
+$51.2K
6,366
-4%
增持
JNJ
JOHNSON & JOHNSON COM
+$49.9K
294
+880%
增持
AMGN
AMGEN INC COM
+$49.8K
302
+138%
增持
NVDA
NVIDIA CORPORATION COM
+$46.4K
645
+38%
减持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
-$46.2K
154
-93%
建仓
PKB
INVESCO BUILDING & CONSTRUCTION ETF
+$45.7K
478
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$44.7K
1,456
+1%
减持
OKLO
OKLO INC COM CL A
+$44.3K
937
-13%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$42.2K
1,401
+29%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$41.8K
655
+15%
增持
AMZN
AMAZON COM INC COM
+$41.3K
5,289
+4%
增持
EMR
EMERSON ELEC CO COM
+$40.5K
393
+373%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$39.8K
136
+1843%
增持
EOSE
EOS ENERGY ENTERPRISES INC COM CL A
+$38.8K
4,796
+55%
增持
HD
HOME DEPOT INC COM
+$38.7K
205
+69%
建仓
ABT
ABBOTT LABS COM
+$37.5K
280
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$35.9K
2,088
-22%
减持
IAK
ISHARES U.S. INSURANCE ETF
-$35.7K
1,141
-19%
减持
PFIX
SIMPLIFY INTEREST RATE HEDGE ETF
-$35.2K
745
-45%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$34.2K
231
+336%
增持
PG
PROCTER AND GAMBLE CO COM
+$34.0K
642
+58%
增持
QTUM
DEFIANCE QUANTUM ETF
+$33.5K
346
+1016%
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$32.8K
133
增持
COR
CENCORA INC COM
+$31.8K
121
+505%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$31.7K
907
-2%
减持
ILF
ISHARES LATIN AMERICA 40 ETF
+$31.6K
12,523
-1%
增持
PWR
QUANTA SVCS INC COM
+$30.6K
135
+101%
增持
PCT
PURECYCLE TECHNOLOGIES INC COM
+$30.0K
64,017
+8%
增持
URA
GLOBAL X URANIUM ETF
+$29.9K
3,276
+1%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$29.9K
270
+69%
建仓
CL
COLGATE PALMOLIVE CO COM
+$28.7K
359
增持
SPY
SPDR S&P 500 ETF TRUST
+$28.6K
118
+46%
建仓
SAP
SAP SE SPON ADR
+$28.3K
106
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$27.8K
357
+93%
增持
BLOK
AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
+$27.1K
1,006
+42%
减持
VUG
VANGUARD GROWTH ETF
-$26.5K
900
-14%
减持
JPXN
ISHARES JPX-NIKKEI 400 ETF
+$25.4K
6,022
-1%
减持
VO
VANGUARD MID-CAP ETF
+$25.3K
1,837
-0%
增持
SYK
STRYKER CORPORATION COM
+$24.5K
107
+182%
增持
SNOW
SNOWFLAKE INC COM SHS
+$23.6K
198
+111%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$23.1K
117
-39%
增持
EWJV
ISHARES MSCI JAPAN VALUE ETF
+$22.1K
3,632
+5%
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$21.9K
9,111
-4%
清仓
INDY
ISHARES INDIA 50 ETF
-$21.7K
0
-100%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$19.9K
909
-14%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$19.7K
957
+1%
增持
NKE
NIKE INC CL B
+$19.5K
5,033
+8%
增持
PANW
PALO ALTO NETWORKS INC COM
+$19.4K
1,069
+10%
减持
PM
PHILIP MORRIS INTL INC COM
-$18.6K
878
-1%
增持
EA
ELECTRONIC ARTS INC COM
+$18.0K
308
+12%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$17.4K
5,916
-2%
增持
NFLX
NETFLIX INC COM
+$16.9K
61
+45%
增持
MCHI
ISHARES MSCI CHINA ETF
+$16.3K
952
+13%
增持
CVX
CHEVRON CORP NEW COM
+$16.1K
610
+11%
增持
SO
SOUTHERN CO COM
+$15.9K
2,295
+5%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$15.7K
139
+72%
建仓
AZ
A2Z CUST2MATE SOLUTIONS CORP COM
+$15.6K
1,950
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$15.4K
2,479
-7%
建仓
SBUX
STARBUCKS CORP COM
+$15.4K
182
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$15.3K
514
+35%
减持
TNA
DIREXION DAILY SMALL CAP BULL 3X SHARES
+$14.3K
1,416
-5%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$14.2K
4,962
-1%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$14.2K
584
-21%
建仓
ECL
ECOLAB INC COM
+$14.0K
51
增持
EWZ
ISHARES MSCI BRAZIL ETF
+$13.3K
3,591
+6%
增持
—
NEBIUS GROUP N.V. SHS CLASS A
+$13.1K
163
+73%
增持
GE
GE AEROSPACE COM NEW
+$13.0K
151
+20%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$12.6K
7,368
-0%
增持
PSX
PHILLIPS 66 COM
+$12.3K
363
+17%
增持
COF
CAPITAL ONE FINL CORP COM
+$12.0K
575
+11%
建仓
INTC
INTEL CORP COM
+$11.7K
350
增持
RKLB
ROCKET LAB CORP COM
+$11.4K
803
+6%
增持
PEP
PEPSICO INC COM
+$11.4K
126
+163%
增持
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$11.3K
442
+18%
减持
AMLP
ALERIAN MLP ETF
-$11.2K
626
-25%
