13F 机构持仓

Coyle Financial Counsel LLC

Glenview IL · SEC CIK 0001593038

2026Q22026Q1 更早 9 个季度 🔒
$4.73亿2026Q1 申报市值
113持仓数
71.8%前十大占比 · 第一大 16.5%
7 / 8新建仓 / 清仓
申报市值走势$5.48亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 16.5%
VEA 13.5%
FBND 7.7%
FRDM 6.7%
QQQ 5.9%
VCSH 5.3%
IJH 4.8%
VT 4.2%
VUSB 3.9%
VCIT 3.2%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$411.59万
FBND 加仓+$147.84万
QQQ 加仓+$146.26万
DFAI 加仓+$141.65万
IJH 加仓+$131.20万

2026Q1 卖出最多 按季末市值估算

CIEN 减仓-$224.09万
PINNACLE FINL PA 清仓-$109.58万
PFF 清仓-$30.96万
GBIL 减仓-$26.40万
VOO 减仓-$25.69万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
IVV ISHARES TR $7,813.60万16.53%119,618 6,3015.6% $411.59万 加仓
VEA VANGUARD TAX-MANAGED FDS $6,382.25万13.50%995,981 16,6931.7% $106.97万 加仓
FBND FIDELITY MERRIMACK STR TR $3,625.85万7.67%794,794 32,4064.3% $147.84万 加仓
FRDM EA SERIES TRUST $3,190.73万6.75%583,848 3,2880.6% $17.97万 加仓
QQQ INVESCO QQQ TR $2,799.68万5.92%48,506 2,5345.5% $146.26万 加仓
VCSH VANGUARD SCOTTSDALE FDS $2,506.04万5.30%316,139 13,5514.5% $107.42万 加仓
IJH ISHARES TR $2,250.07万4.76%333,196 19,4296.2% $131.20万 加仓
VT VANGUARD INTL EQUITY INDEX F $2,001.36万4.23%144,690 4,2833.1% $59.24万 加仓
VUSB VANGUARD BD INDEX FDS $1,841.61万3.90%369,912 7,9482.2% $39.57万 加仓
VCIT VANGUARD SCOTTSDALE FDS $1,527.34万3.23%184,572 3,2311.8% $26.74万 加仓
VOO VANGUARD INDEX FDS $1,214.07万2.57%20,318 -430-2.1% -$25.69万 减仓
DFAI DIMENSIONAL ETF TRUST $1,087.47万2.30%279,126 36,35815.0% $141.65万 加仓
VXUS VANGUARD STAR FDS $682.20万1.44%88,471 -358-0.4% -$2.76万 减仓
NVDA NVIDIA CORPORATION $565.55万1.20%32,428 -503-1.5% -$8.77万 减仓
VTI VANGUARD INDEX FDS $552.41万1.17%17,219 590.3% $1.89万 加仓
DFIC DIMENSIONAL ETF TRUST $548.12万1.16%154,270 -2,037-1.3% -$7.24万 减仓
AAPL APPLE INC $481.76万1.02%18,983 1,2407.0% $31.47万 加仓
VXF VANGUARD INDEX FDS $433.05万0.92%21,042 -292-1.4% -$6.01万 减仓
AMZN AMAZON COM INC $375.93万0.80%18,050 9115.3% $18.97万 加仓
FENI FIDELITY COVINGTON TRUST $365.85万0.77%98,347 -1,248-1.3% -$4.64万 减仓
MSFT MICROSOFT CORP $332.40万0.70%8,980 6958.4% $25.73万 加仓
GOOG ALPHABET INC $314.34万0.66%10,958 1891.8% $5.42万 加仓
GOOGL ALPHABET INC $247.88万0.52%8,620 85311.0% $24.53万 加仓
SCZ ISHARES TR $235.57万0.50%30,044 -115-0.4% -$9,017 减仓
BIL SPDR SERIES TRUST $226.52万0.48%24,718 -442-1.8% -$4.05万 减仓
SPY STATE STR SPDR S&P 500 ETF T $221.64万0.47%3,408 2628.3% $17.04万 加仓
CLH CLEAN HARBORS INC $218.65万0.46%7,626 -610-7.4% -$17.49万 减仓
CRH CRH PLC $179.60万0.38%17,085 -10-0.1% -$1,051 减仓
VWO VANGUARD INTL EQUITY INDEX F $175.13万0.37%32,401 -657-2.0% -$3.55万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $169.42万0.36%2,747 -2-0.1% -$1,234 减仓
ABBV ABBVIE INC $166.91万0.35%7,675 -339-4.2% -$7.37万 减仓
SGI SOMNIGROUP INTERNATIONAL INC $147.23万0.31%19,918 -2,567-11.4% -$18.98万 减仓
AZO AUTOZONE INC $142.88万0.30%423 -45-9.6% -$15.20万 减仓
CIEN CIENA CORP $141.78万0.30%3,652 -5,772-61.2% -$224.09万 减仓
META META PLATFORMS INC $133.76万0.28%2,338 1577.2% $8.98万 加仓
AVGO BROADCOM INC $121.48万0.26%3,925 -275-6.5% -$8.51万 减仓
KEX KIRBY CORP $117.71万0.25%8,858 -1,456-14.1% -$19.35万 减仓
XLK SELECT SECTOR SPDR TR $114.80万0.24%8,638 00.0% — 不变
JPM JPMORGAN CHASE & CO $114.55万0.24%3,894 1112.9% $3.27万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $112.18万0.24%2,341 683.0% $3.26万 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $111.10万0.23%19,295 9,48296.6% $54.60万 加仓
LKQ LKQ CORP $109.92万0.23%37,426 -5,324-12.5% -$15.64万 减仓
DELL DELL TECHNOLOGIES INC $99.25万0.21%6,047 -936-13.4% -$15.36万 减仓
RBA RB GLOBAL INC $98.95万0.21%10,323 -1,037-9.1% -$9.94万 减仓
CAT CATERPILLAR INC $98.76万0.21%1,394 251.8% $1.77万 加仓
IWV ISHARES TR $91.19万0.19%2,460 00.0% — 不变
MAS MASCO CORP $90.71万0.19%15,026 -1,596-9.6% -$9.63万 减仓
HQY HEALTHEQUITY INC $89.64万0.19%10,726 -2,069-16.2% -$17.29万 减仓
PNFP PINNACLE FINL PARTNERS INC $87.10万0.18%10,112 10,112— $87.10万 新建仓
DECK DECKERS OUTDOOR CORP $86.09万0.18%8,601 -495-5.4% -$4.95万 减仓
ABT ABBOTT LABORATORIES $70.93万0.15%6,909 -364-5.0% -$3.74万 减仓
PGR PROGRESSIVE CORP $70.44万0.15%3,554 -194-5.2% -$3.85万 减仓
MCD MCDONALDS CORP $69.80万0.15%2,246 311.4% $9,634 加仓
BC BRUNSWICK CORP $66.93万0.14%9,199 -982-9.6% -$7.15万 减仓
FHN FIRST HORIZON CORPORATION $65.77万0.14%28,898 -3,245-10.1% -$7.39万 减仓
ICSH ISHARES TR $63.54万0.13%12,552 3452.8% $1.75万 加仓
TSLA TESLA INC $62.71万0.13%1,687 16711.0% $6.21万 加仓
GBIL GOLDMAN SACHS ETF TR $59.67万0.13%5,955 -2,635-30.7% -$26.40万 减仓
WMT WALMART INC $59.03万0.12%4,750 4019.2% $4.98万 加仓
UPS UNITED PARCEL SVCS INC $56.30万0.12%5,723 -390-6.4% -$3.84万 减仓
LLY ELI LILLY & CO $53.90万0.11%586 10421.6% $9.57万 加仓
HD HOME DEPOT INC $52.03万0.11%1,582 251.6% $8,222 加仓
JNJ JOHNSON & JOHNSON $51.87万0.11%2,122 -372-14.9% -$9.09万 减仓
XLF SELECT SECTOR SPDR TR $50.26万0.11%10,181 210.2% $1,037 加仓
FANG DIAMONDBACK ENERGY INC $50.08万0.11%2,532 -422-14.3% -$8.35万 减仓
SGOV ISHARES TR $49.54万0.10%4,922 -1,701-25.7% -$17.12万 减仓
V VISA INC $49.20万0.10%1,628 1147.5% $3.44万 加仓
VBIL VANGUARD INSTL INDEX FD $48.04万0.10%6,350 10.0% $76 加仓
PWR QUANTA SVCS INC $46.61万0.10%849 658.3% $3.57万 加仓
BAC BANK AMERICA CORP $45.52万0.10%9,337 -76-0.8% -$3,705 减仓
COKE COCA COLA CONS INC $45.19万0.10%2,357 60.3% $1,150 加仓
RTX RTX CORPORATION $44.45万0.09%2,305 -46-2.0% -$8,872 减仓
PANW PALO ALTO NETWORKS INC $42.56万0.09%2,655 833.2% $1.33万 加仓
IVW ISHARES TR $42.43万0.09%3,751 -82-2.1% -$9,275 减仓
— EXXON MOBIL CORP $41.27万0.09%2,433 59532.4% $10.09万 加仓
WTFC WINTRUST FINL CORP $40.45万0.09%2,911 -8-0.3% -$1,112 减仓
GE GE AEROSPACE $40.32万0.09%1,421 1128.6% $3.18万 加仓
AMH AMERICAN HOMES 4 RENT $39.91万0.08%14,296 -1,701-10.6% -$4.75万 减仓
GEV GE VERNOVA INC $38.84万0.08%445 -75-14.4% -$6.55万 减仓
CME CME GROUP INC $38.71万0.08%1,311 867.0% $2.54万 加仓
CVX CHEVRON CORPORATION $38.63万0.08%1,867 -265-12.4% -$5.48万 减仓
TJX TJX COS INC NEW $38.22万0.08%2,393 25311.8% $4.04万 加仓
MCK MCKESSON CORP $38.16万0.08%441 81.8% $6,923 加仓
XLC SELECT SECTOR SPDR TR $37.84万0.08%3,413 00.0% — 不变
GNRC GENERAC HLDGS INC $37.39万0.08%1,914 1,914— $37.39万 新建仓
C CITIGROUP INC $33.63万0.07%2,965 -400-11.9% -$4.54万 减仓
XLV SELECT SECTOR SPDR TR $32.36万0.07%2,207 00.0% — 不变
UNP UNION PAC CORP $31.98万0.07%1,318 60.5% $1,456 加仓
FMB FIRST TR EXCH TRADED FD III $31.43万0.07%6,204 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $29.71万0.06%761 -283-27.1% -$11.05万 减仓
CAH CARDINAL HEALTH INC $29.71万0.06%1,406 -215-13.3% -$4.54万 减仓
RGA REINSURANCE GROUP AMER INC $29.52万0.06%1,446 282.0% $5,716 加仓
ATI ATI INC $28.73万0.06%1,975 331.7% $4,800 加仓
NFLX NETFLIX INC. $28.58万0.06%2,972 622.1% $5,961 加仓
MPWR MONOLITHIC PWR SYS INC $28.54万0.06%261 31.2% $3,280 加仓
INTC INTEL CORP $27.08万0.06%6,137 3896.8% $1.72万 加仓
GM GENERAL MTRS CO $25.96万0.05%3,485 -751-17.7% -$5.59万 减仓
IIIV I3 VERTICALS INC $25.83万0.05%11,552 -1,910-14.2% -$4.27万 减仓
GL GLOBE LIFE INC $25.47万0.05%1,830 392.2% $5,428 加仓
MRVL MARVELL TECHNOLOGY INC $23.91万0.05%2,414 461.9% $4,556 加仓