13FBOX
Copia Wealth Management · 13F 持仓分析
期权收益计算器 机构排行

Copia Wealth Management

No.7779
最新持仓市值 (Q2 2026)
$1.66亿
环比变动 Q1 2026
+$2,095.2万+14.4%
持仓股票数
563
新买入
51
加仓
114
减仓
81
清仓
13
持股不变
317
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
EEA SERIES TRUSTBUXX
6.29%6.62%$1,047.7万51.8万股$962.8万47.6万股+4.2万股+8.84%加仓
SSERIES PORTFOLIOS TRCLOX
4.54%4.57%$756.6万29.5万股$664.3万26.0万股+3.6万股+13.69%加仓
V先锋领航斯科茨代尔基金VTWO
3.48%3.09%$579.7万4.8万股$449.9万4.5万股+2,828股+6.30%加仓
S道富SPYM
3.36%3.45%$559.1万6.4万股$502.4万6.6万股-2,026股-3.09%减仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
3.2%2.77%$533.0万5.2万股$403.0万5.1万股+863股+1.68%加仓
EEldridge BBB-B CLO ETFCLOZ
2.97%2.85%$494.6万18.7万股$414.8万16.2万股+2.5万股+15.77%加仓
IiShares安硕信托STIP
2.78%2.82%$463.2万4.5万股$410.7万4.0万股+5,632股+14.18%加仓
SSPDR黄金信托GLD
2.66%3.65%$443.2万1.2万股$530.9万1.2万股-308股-2.50%减仓
RRBB FDTBIL
2.16%2.7%$360.1万7.2万股$392.4万7.9万股-6,485股-8.24%减仓
S道富SLYG
2.16%1.93%$359.9万3.0万股$280.7万2.9万股+1,163股+4.00%加仓
SSIMPLIFY EXCHANGE TRADED FUNPINK
2.12%2.06%$353.1万9.0万股$299.1万8.9万股+1,331股+1.50%加仓
V先锋领航白厅基金VYMI
2.06%1.95%$343.6万3.5万股$283.4万3.0万股+4,922股+16.37%加仓
S道富SPYV
1.89%2.07%$314.2万5.2万股$301.0万5.3万股-1,523股-2.86%减仓
WWisdomTree·JAPANDXJ
1.84%1.77%$305.8万1.8万股$258.2万1.6万股+1,342股+8.24%加仓
IiShares安硕·MSCI EAFE ETFEFA
1.75%1.9%$291.8万2.8万股$276.3万2.8万股-354股-1.24%减仓
IiShares安硕信托IGM
1.62%1.26%$269.3万1.6万股$183.1万1.5万股+1,016股+6.58%加仓
PPacer基金信托COWZ
1.61%1.93%$268.2万4.3万股$280.7万4.5万股-1,757股-3.92%减仓
VanEck ETF信托SMH
1.57%1.07%$260.6万3,973股$155.9万4,065股-92股-2.26%减仓
I景顺交易所交易基金信托RSP
1.51%1.26%$250.8万1.2万股$183.2万9,546股+2,240股+23.47%加仓
V先锋领航国际股票指数基金VT
1.49%1.31%$248.4万1.6万股$190.1万1.4万股+2,087股+15.19%加仓
RRBB FDXBIL
1.4%1.65%$232.6万4.7万股$240.7万4.8万股-1,592股-3.31%减仓
I景顺交易所交易基金信托XLG
1.33%1.43%$221.7万3.6万股$208.2万3.8万股-1,951股-5.11%减仓
S道富XLI
1.27%1.06%$212.1万1.1万股$154.4万9,545股+1,905股+19.96%加仓
F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
1.22%1.04%$202.6万7.5万股$151.5万5.3万股+2.2万股+41.94%加仓
IiShares安硕信托LQD
1.16%1.37%$192.5万1.8万股$200.1万1.8万股-709股-3.86%减仓
GGlobal X基金PAVE
1.09%0.9%$181.6万3.1万股$130.3万2.6万股+5,170股+20.16%加仓
PPacer基金信托CALF
1.07%1.17%$177.8万3.5万股$169.9万3.8万股-2,735股-7.22%减仓
亚马逊AMZN
1.06%1.08%$176.2万7,393股$157.6万7,565股-172股-2.27%减仓
IiShares安硕信托ILF
1.02%1.07%$169.6万5.0万股$156.1万4.4万股+6,324股+14.39%加仓
苹果AAPL
1%1.01%$165.8万5,730股$146.9万5,789股-59股-1.02%减仓
EETF系列解决方案QTUM
0.93%0.61%$154.3万9,330股$88.7万8,262股+1,068股+12.93%加仓
AARK ETF TR WEB X.OARKW
0.88%0.88%$146.6万1.0万股$128.3万1.1万股-521股-4.90%减仓
SSPDR行业精选信托XLE
0.86%0.94%$143.7万2.7万股$136.8万2.2万股+4,729股+21.18%加仓
IISHARES MSCI SOUTH KOREAETFEWY
0.84%0.49%$140.3万6,947股$72.0万5,850股+1,097股+18.75%加仓
WWORLD GOLD TRGLD
0.82%1.02%$136.2万1.7万股$148.1万1.6万股+1,180股+7.39%加仓
IiShares安硕信托EMB
0.8%0.76%$133.4万1.4万股$110.1万1.2万股+2,114股+18.04%加仓
GGlobal X基金DTCR
0.75%0.55%$124.0万4.1万股$80.4万3.4万股+7,299股+21.76%加仓
VANECK URANIUM AND NUCLEAR ETFNLR
0.72%0.81%$120.7万1.0万股$118.0万8,863股+1,543股+17.41%加仓
IiShares安硕信托IVV
0.68%0.69%$113.6万1,517股$99.9万1,530股-13股-0.85%减仓
V先锋领航指数基金VTV
0.67%0.7%$112.1万5,143股$102.2万5,208股-65股-1.25%减仓
IiShares比特币ETFIBIT
0.66%0.82%$109.9万3.3万股$119.3万3.1万股+1,949股+6.28%加仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.64%0.61%$107.1万2,719股$88.2万2,811股-92股-3.27%减仓
联合包裹UPSUPS
0.64%0.67%$105.8万9,846股$96.9万9,846股00.00%持仓不变
HHEDGEYE QUALITY GROWTH ETFHGRO
0.63%0.54%$104.4万3.3万股$78.6万2.8万股+5,137股+18.23%加仓
IiShares安硕信托IFRA
0.61%0.64%$102.0万1.6万股$92.7万1.6万股-19股-0.12%减仓
SSPDR行业精选信托XLRE
0.55%0.6%$91.4万2.1万股$86.7万2.1万股-472股-2.22%减仓
IiShares安硕·RUSSELLIWM
0.53%0.51%$87.8万2,923股$74.2万2,991股-68股-2.27%减仓
IiShares安硕信托EFG
0.53%0.54%$87.7万7,051股$78.8万7,072股-21股-0.30%减仓
微软MSFT
0.52%0.59%$86.9万2,330股$86.3万2,331股-1股-0.04%减仓
PPACER FDS TR US LRG CP CASHCOWG
0.47%0.49%$78.7万2.0万股$71.4万2.1万股-1,545股-7.30%减仓

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