13FBOX
COLUMBIA ADVISORY PARTNERS LLC · 13F 持仓分析
期权收益计算器 机构排行

COLUMBIA ADVISORY PARTNERS LLC

No.7494 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.81亿
环比变动 Q1 2026
+$2,465.8万+15.7%
持仓股票数
111
新买入
21
加仓
42
减仓
36
清仓
2
持股不变
12
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
WWisdomTree信托QGRW
15.9%14.53%$2,883.1万43.7万股$2,276.4万42.6万股+1.1万股+2.49%加仓
WWisdomTree信托DGRW
12.11%12.7%$2,195.7万23.0万股$1,989.0万22.6万股+3,200股+1.41%加仓
J摩根大通交易所交易基金JVAL
5.35%5.1%$969.5万16.5万股$798.8万16.3万股+1,843股+1.13%加仓
IInnovator ETF信托BUFB
4.08%4.2%$739.8万18.8万股$657.6万18.3万股+5,071股+2.77%加仓
WWISDOMTREE TR WISDOMTREE US VAWTV
3.74%3.92%$677.3万6.7万股$613.8万6.5万股+1,791股+2.76%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
3.03%2.93%$548.5万3.2万股$458.5万3.2万股+622股+1.97%加仓
IiShares安硕信托MTUM
3%2.46%$544.5万1.6万股$384.8万1.6万股-152股-0.95%减仓
WWISDOMTREE U.S. SMALLCAPQUALITY DIVIDEND GROWTH FUNDDGRS
2.6%2.66%$471.8万7.9万股$416.7万7.9万股+801股+1.02%加仓
IINNOVATOR ETFSBUFF
2.24%2.36%$405.3万7.7万股$370.3万7.5万股+1,980股+2.64%加仓
WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM
2.16%2.3%$391.0万8.5万股$361.0万8.2万股+2,832股+3.46%加仓
NNORTHERN LIGHTS FD TRSFLR
2.11%2.19%$382.9万9.9万股$343.4万9.7万股+2,266股+2.34%加仓
美光科技MU
1.73%0.62%$314.3万2,723股$96.8万2,866股-143股-4.99%减仓
IiShares安硕信托IMTM
1.71%1.72%$309.4万5.8万股$270.2万5.6万股+1,747股+3.10%加仓
SSPROTT ASSET MANAGEMENTCEF
1.54%2%$278.8万6.9万股$313.8万6.6万股+3,525股+5.36%加仓
A美国世纪ETF信托AVEM
1.49%1.41%$269.6万2.8万股$220.3万2.7万股+591股+2.16%加仓
IiShares安硕·S&PIUSG
1.47%1.41%$266.9万1.4万股$220.1万1.4万股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
1.46%1.76%$264.2万3.3万股$275.8万3.5万股-1,373股-3.95%减仓
S嘉信策略信托SCHD
1.46%1.64%$264.0万8.3万股$256.3万8.4万股-266股-0.32%减仓
WWISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUNDSHAG
1.45%2.02%$262.3万5.5万股$315.9万6.6万股-1.1万股-16.50%减仓
J骏利Detroit策略信托JMBS
1.44%1.7%$261.3万5.8万股$266.3万5.9万股-850股-1.44%减仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
1.15%1.31%$208.4万4.1万股$205.6万4.1万股+556股+1.36%加仓
WWisdomTree信托HYZD
1.1%1.26%$199.2万8.9万股$197.0万9.0万股-1,008股-1.13%减仓
IiShares安硕·U S ETF TRIAK
0.96%1.11%$174.8万1.9万股$173.4万1.9万股-16股-0.09%减仓
SSPROTT PHYSICAL SILVER ESLVR
0.95%1.35%$172.7万9.2万股$212.2万8.7万股+4,546股+5.23%加仓
苹果AAPL
0.94%0.95%$169.9万5,873股$148.3万5,842股+31股+0.53%加仓
F第一信托交易所交易基金VIUCON
0.9%1.04%$162.9万6.5万股$162.7万6.6万股-214股-0.33%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.9%1%$162.7万8,233股$156.7万8,502股-269股-3.16%减仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
0.86%0.97%$156.2万4.6万股$152.6万4.6万股-11股-0.02%减仓
F第一信托交易所交易基金VIFIXD
0.85%0.96%$154.8万3.5万股$150.7万3.5万股+926股+2.68%加仓
G通用动力VTI
0.83%0.87%$151.2万4,087股$136.3万4,248股-161股-3.79%减仓
亚马逊AMZN
0.79%0.8%$142.5万5,979股$125.5万6,025股-46股-0.76%减仓
好市多COST
0.78%0.97%$141.5万1,513股$151.2万1,518股-5股-0.33%减仓
F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
0.74%0.91%$133.5万4.9万股$143.3万5.0万股-563股-1.13%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.69%0.61%$125.6万3.7万股$95.1万3.3万股+4,471股+13.70%加仓
SSPROTT FDS TR COPPER MINER ETFCOPP
0.69%0.67%$125.1万3.3万股$105.6万3.0万股+3,120股+10.56%加仓
F第一信托·USTFVD
0.66%0.75%$120.5万2.5万股$117.9万2.5万股-56股-0.22%减仓
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
0.6%0.84%$109.3万3.6万股$131.5万3.7万股-879股-2.37%减仓
F第一信托交易所交易基金FTCS
0.56%0.63%$101.5万1.1万股$97.9万1.1万股+252股+2.39%加仓
微软MSFT
0.53%0.58%$95.5万2,561股$91.2万2,464股+97股+3.94%加仓
IiShares安硕信托SGOV
0.5%$90.5万8,993股$00股+8,993股新买入
F第一信托交易所交易基金IIIFPE
0.48%0.57%$87.5万4.9万股$89.0万5.0万股-1,189股-2.37%减仓
VVanEck ETF信托OIH
0.46%0.17%$82.9万2,229股$27.3万675股+1,554股+230.22%加仓
V先锋领航指数基金VOO
0.4%$72.3万1,053股$00股+1,053股新买入
JJOHN HANCOCK EXCHANGE TRADEDJHML
0.39%0.4%$70.9万7,954股$62.1万7,933股+21股+0.26%加仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
0.34%0.39%$62.4万1.3万股$61.2万1.2万股+242股+1.97%加仓
SSPDR道富系列信托BIL
0.34%0.39%$61.8万6,740股$61.8万6,740股00.00%持仓不变
S道富XLI
0.33%0.37%$60.6万3,271股$57.3万3,540股-269股-7.60%减仓
英伟达NVDA
0.33%0.35%$60.3万3,015股$55.2万3,163股-148股-4.68%减仓
F第一信托交易所交易基金SDVY
0.33%0.34%$59.8万1.4万股$53.9万1.4万股+199股+1.46%加仓
WWISDOMTREE U.S. MULTIFACTOR FUNDUSMF
0.33%0.35%$58.9万1.1万股$55.5万1.1万股-366股-3.26%减仓

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