Colorado Capital Management, Inc.
BOULDER CO · SEC CIK 0001664147
$2.68亿2026Q1 申报市值
105持仓数
42.2%前十大占比 · 第一大 6.6%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EA SERIES TRUST 新建仓+$435.40万
MGC 加仓+$144.98万
GOOGL 加仓+$102.34万
GOOG 加仓+$80.15万
USSG 加仓+$64.94万
2026Q1 卖出最多 按季末市值估算
INVESTMENT MANAG 清仓-$477.80万
DIMENSIONAL ETF 减仓-$45.86万
SCHM 减仓-$33.97万
IVW 减仓-$24.60万
NVO 清仓-$21.40万
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 |
|---|---|---|---|---|---|---|---|---|
| USSG | DBX ETF TR | $1,771.20万 | 6.60% | 296,784 | 10,882 | 3.8% | $64.94万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,654.30万 | 6.17% | 424,617 | -50 | -0.0% | -$1,948 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,406.80万 | 5.24% | 59,521 | 6,134 | 11.5% | $144.98万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,072.30万 | 4.00% | 214,673 | 11,599 | 5.7% | $57.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,013.80万 | 3.78% | 142,534 | -6,448 | -4.3% | -$45.86万 | 减仓 |
| GOOG | ALPHABET INC | $967.60万 | 3.61% | 33,732 | 2,794 | 9.0% | $80.15万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $910.00万 | 3.39% | 268,745 | 13,939 | 5.5% | $47.20万 | 加仓 |
| NUEM | NUSHARES ETF TR | $885.40万 | 3.30% | 241,008 | 1,101 | 0.5% | $4.04万 | 加仓 |
| AAPL | APPLE INC | $845.10万 | 3.15% | 33,299 | -427 | -1.3% | -$10.84万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $779.90万 | 2.91% | 11,992 | -309 | -2.5% | -$20.10万 | 减仓 |
| MGV | VANGUARD WORLD FD | $723.40万 | 2.70% | 49,905 | 4,477 | 9.9% | $64.90万 | 加仓 |
| SUSB | ISHARES TR | $644.70万 | 2.40% | 257,211 | 12,376 | 5.1% | $31.02万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $615.80万 | 2.30% | 127,074 | -3,357 | -2.6% | -$16.27万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $610.40万 | 2.28% | 590,875 | 31,666 | 5.7% | $32.71万 | 加仓 |
| NUSC | NUSHARES ETF TR | $607.20万 | 2.26% | 134,754 | 4,034 | 3.1% | $18.18万 | 加仓 |
| VO | VANGUARD INDEX FDS | $566.20万 | 2.11% | 19,715 | 490 | 2.5% | $14.07万 | 加仓 |
| IWF | ISHARES TR | $561.20万 | 2.09% | 13,162 | -408 | -3.0% | -$17.40万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $487.60万 | 1.82% | 7,906 | -294 | -3.6% | -$18.13万 | 减仓 |
| SUSC | ISHARES TR | $473.90万 | 1.77% | 204,823 | 9,907 | 5.1% | $22.92万 | 加仓 |
| — | ISHARES TR | $453.10万 | 1.69% | 97,836 | 4,114 | 4.4% | $19.05万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $442.50万 | 1.65% | 166,463 | 12,338 | 8.0% | $32.80万 | 加仓 |
| — | EA SERIES TRUST | $435.40万 | 1.62% | 162,346 | 162,346 | — | $435.40万 | 新建仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $424.70万 | 1.58% | 236,754 | 16,007 | 7.3% | $28.71万 | 加仓 |
| FTSL | FIRST TR EXCHANGE TRADED FD | $372.40万 | 1.39% | 83,128 | 5,638 | 7.3% | $25.26万 | 加仓 |
| BSV | VANGUARD BD INDEX FD INC | $370.80万 | 1.38% | 47,285 | 2,758 | 6.2% | $21.63万 | 加仓 |
| MGK | VANGUARD WORLD FD | $363.90万 | 1.36% | 9,904 | 596 | 6.4% | $21.90万 | 加仓 |
| NUBD | NUSHARES ETF TR | $357.50万 | 1.33% | 160,978 | 6,964 | 4.5% | $15.47万 | 加仓 |
| IUSG | ISHARES TR | $334.60万 | 1.25% | 21,570 | -790 | -3.5% | -$12.25万 | 减仓 |
| IWD | ISHARES TR | $325.60万 | 1.21% | 15,239 | -116 | -0.8% | -$2.48万 | 减仓 |
| IVW | ISHARES TR | $270.30万 | 1.01% | 23,901 | -2,175 | -8.3% | -$24.60万 | 减仓 |
| — | CLAYMORE EXCHANGE TRD FD TR | $244.10万 | 0.91% | 38,182 | -747 | -1.9% | -$4.78万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $232.70万 | 0.87% | 26,235 | -564 | -2.1% | -$5.00万 | 减仓 |
| QQQ | INVESCO QQQ TR | $211.50万 | 0.79% | 3,664 | 361 | 10.9% | $20.84万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $209.30万 | 0.78% | 67,608 | -10,972 | -14.0% | -$33.97万 | 减仓 |
| GOOGL | ALPHABET INC | $206.30万 | 0.77% | 7,174 | 3,559 | 98.5% | $102.34万 | 加仓 |
| SHOP | SHOPIFY INC | $186.80万 | 0.70% | 15,750 | -700 | -4.3% | -$8.30万 | 减仓 |
| EEM | ISHARES TR | $184.10万 | 0.69% | 32,413 | -223 | -0.7% | -$1.27万 | 减仓 |
| IJR | ISHARES TR | $183.10万 | 0.68% | 14,729 | -347 | -2.3% | -$4.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $174.40万 | 0.65% | 3,639 | 650 | 21.7% | $31.15万 | 加仓 |
| SUSA | ISHARES TR | $174.00万 | 0.65% | 11,492 | -905 | -7.3% | -$13.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $147.10万 | 0.55% | 3,975 | 1,341 | 50.9% | $49.63万 | 加仓 |
| NUDM | NUSHARES ETF TR | $139.00万 | 0.52% | 38,498 | 684 | 1.8% | $2.47万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $137.90万 | 0.51% | 7,030 | -54 | -0.8% | -$1.06万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $128.50万 | 0.48% | 27,045 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $126.50万 | 0.47% | 8,679 | -193 | -2.2% | -$2.81万 | 减仓 |
| IWM | ISHARES TR | $124.60万 | 0.46% | 5,022 | -86 | -1.7% | -$2.13万 | 减仓 |
| AMZN | AMAZON COM INC | $124.30万 | 0.46% | 5,966 | 9 | 0.2% | $1,875 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $123.30万 | 0.46% | 48,107 | 130 | 0.3% | $3,332 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $119.50万 | 0.45% | 38,944 | 307 | 0.8% | $9,420 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $116.50万 | 0.43% | 6,069 | -5 | -0.1% | -$960 | 减仓 |
| IJH | ISHARES TR | $113.70万 | 0.42% | 16,839 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $111.20万 | 0.41% | 7,700 | 2 | 0.0% | $289 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $109.30万 | 0.41% | 43,563 | 122 | 0.3% | $3,061 | 加仓 |
| NULG | NUSHARES ETF TR | $104.80万 | 0.39% | 11,533 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $100.90万 | 0.38% | 5,946 | -33 | -0.6% | -$5,600 | 减仓 |
| — | AMERICAN CENTY ETF TR | $99.40万 | 0.37% | 16,736 | -220 | -1.3% | -$1.31万 | 减仓 |
| DGRW | WISDOMTREE TR | $96.50万 | 0.36% | 10,991 | 1,223 | 12.5% | $10.74万 | 加仓 |
| IVV | ISHARES TR | $95.80万 | 0.36% | 1,467 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $95.00万 | 0.35% | 32,625 | -4,706 | -12.6% | -$13.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $92.60万 | 0.35% | 5,308 | 57 | 1.1% | $9,944 | 加仓 |
| QCLN | FIRST TR EXCHANGE TRADED FD | $81.60万 | 0.30% | 17,564 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE TRADED FD | $73.30万 | 0.27% | 16,794 | -1,536 | -8.4% | -$6.70万 | 减仓 |
| IHDG | WISDOMTREE TR | $72.10万 | 0.27% | 14,967 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $67.40万 | 0.25% | 9,380 | 147 | 1.6% | $1.06万 | 加仓 |
| PFE | PFIZER INC | $66.50万 | 0.25% | 23,676 | -94 | -0.4% | -$2,640 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $60.90万 | 0.23% | 12,087 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $57.60万 | 0.21% | 10,659 | 388 | 3.8% | $2.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.00万 | 0.21% | 2,334 | -36 | -1.5% | -$8,792 | 减仓 |
| EFA | ISHARES TR | $56.30万 | 0.21% | 5,799 | -7 | -0.1% | -$680 | 减仓 |
| AKRE | PROFESSIONALLY MANAGED PORTFO | $51.60万 | 0.19% | 9,761 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $51.40万 | 0.19% | 899 | 5 | 0.6% | $2,859 | 加仓 |
| NULV | NUSHARES ETF TR | $50.80万 | 0.19% | 11,164 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $48.80万 | 0.18% | 6,766 | 1,398 | 26.0% | $10.08万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $47.10万 | 0.18% | 789 | 84 | 11.9% | $5.01万 | 加仓 |
| IVE | ISHARES TR | $46.00万 | 0.17% | 2,177 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $45.20万 | 0.17% | 18,249 | 1,006 | 5.8% | $2.49万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $43.80万 | 0.16% | 10,663 | 1,554 | 17.1% | $6.38万 | 加仓 |
| CAT | CATERPILLAR INC | $41.60万 | 0.16% | 587 | 0 | 0.0% | — | 不变 |
| HASI | HANNON ARMSTRONG SUST INFR C | $40.60万 | 0.15% | 11,040 | -544 | -4.7% | -$2.00万 | 减仓 |
| EIS | ISHARES | $38.80万 | 0.14% | 3,342 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $37.50万 | 0.14% | 3,858 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $37.10万 | 0.14% | 1,261 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.50万 | 0.13% | 5,387 | 363 | 7.2% | $2.32万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $33.90万 | 0.13% | 12,590 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.70万 | 0.13% | 2,715 | 4 | 0.1% | $497 | 加仓 |
| IYH | ISHARES TR | $33.60万 | 0.13% | 5,455 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $33.00万 | 0.12% | 3,807 | 576 | 17.8% | $4.99万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $32.30万 | 0.12% | 5,039 | -200 | -3.8% | -$1.28万 | 减仓 |
| DGS | WISDOMTREE TR | $31.90万 | 0.12% | 5,307 | -683 | -11.4% | -$4.11万 | 减仓 |
| DBEF | DBX ETF TR | $31.20万 | 0.12% | 6,318 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $28.00万 | 0.10% | 15,639 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $25.80万 | 0.10% | 2,680 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $25.50万 | 0.10% | 1,400 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.60万 | 0.09% | 6,501 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $23.70万 | 0.09% | 3,017 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.50万 | 0.09% | 479 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $22.80万 | 0.09% | 6,250 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.30万 | 0.08% | 739 | 739 | — | $22.30万 | 新建仓 |
| DSI | ISHARES TR | $21.80万 | 0.08% | 1,798 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $21.70万 | 0.08% | 6,170 | 6,170 | — | $21.70万 | 新建仓 |