Cooper Financial Group
IRVINE CA · SEC CIK 0001751581
$9.89亿2026Q1 申报市值
425持仓数
34.8%前十大占比 · 第一大 6.6%
67 / 23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
BOND 加仓+$3,358.04万
STOX 新建仓+$2,352.94万
FTHI 新建仓+$683.81万
DVYE 新建仓+$600.32万
SCHF 新建仓+$481.06万
2026Q1 卖出最多 按季末市值估算
BIV 减仓-$3,783.32万
JEPI 减仓-$529.88万
PVAL 减仓-$426.86万
ANGL 清仓-$354.17万
AZN 清仓-$145.57万
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 |
|---|---|---|---|---|---|---|---|---|
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -120,609 | -100.0% | -$354.17万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -7,917 | -100.0% | -$145.57万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -12,660 | -100.0% | -$108.31万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -10,566 | -100.0% | -$100.75万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -948 | -100.0% | -$40.01万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -14,847 | -100.0% | -$38.87万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -598 | -100.0% | -$30.56万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -7,882 | -100.0% | -$24.07万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,063 | -100.0% | -$24.04万 | 清仓 |
| DTD | WISDOMTREE TR | $0 | 0.00% | 0 | -2,767 | -100.0% | -$23.49万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | -2,930 | -100.0% | -$23.46万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -2,940 | -100.0% | -$23.45万 | 清仓 |
| IBTH | ISHARES TR | $0 | 0.00% | 0 | -10,325 | -100.0% | -$23.20万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -580 | -100.0% | -$23.06万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -2,728 | -100.0% | -$22.63万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,164 | -100.0% | -$22.62万 | 清仓 |
| FPF | FIRST TR INTER DURATN PFD & | $0 | 0.00% | 0 | -12,020 | -100.0% | -$22.41万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -3,259 | -100.0% | -$21.91万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -936 | -100.0% | -$21.43万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,054 | -100.0% | -$21.19万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,554 | -100.0% | -$21.16万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,373 | -100.0% | -$20.48万 | 清仓 |
| CALX | CALIX INC | $0 | 0.00% | 0 | -3,865 | -100.0% | -$20.46万 | 清仓 |
| — | THE BEAUTY HEALTH COMPANY | $9,112 | 0.00% | 10,238 | 10,238 | — | $9,112 | 新建仓 |
| — | TRON INC | $4.54万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $5.38万 | 0.01% | 10,556 | 10 | 0.1% | $51 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $10.42万 | 0.01% | 11,135 | -5,466 | -32.9% | -$5.12万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.26万 | 0.01% | 24,377 | 571 | 2.4% | $2,872 | 加仓 |
| RIG | TRANSOCEAN LTD | $13.42万 | 0.01% | 20,239 | 20,239 | — | $13.42万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $17.35万 | 0.02% | 11,038 | 11,038 | — | $17.35万 | 新建仓 |
| WT | WISDOMTREE INC | $17.38万 | 0.02% | 11,937 | -912 | -7.1% | -$1.33万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $20.15万 | 0.02% | 7,017 | 7,017 | — | $20.15万 | 新建仓 |
| MO | ALTRIA GROUP INC | $20.17万 | 0.02% | 3,057 | 3,057 | — | $20.17万 | 新建仓 |
| ESGU | ISHARES TR | $20.20万 | 0.02% | 1,428 | -341 | -19.3% | -$4.82万 | 减仓 |
| WAB | WABTEC | $20.25万 | 0.02% | 810 | 810 | — | $20.25万 | 新建仓 |
| DVY | ISHARES TR | $20.41万 | 0.02% | 1,348 | 1,348 | — | $20.41万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.45万 | 0.02% | 2,064 | 2,064 | — | $20.45万 | 新建仓 |
| EQT | EQT CORP | $20.49万 | 0.02% | 3,220 | 3,220 | — | $20.49万 | 新建仓 |
| DG | DOLLAR GEN CORP | $20.49万 | 0.02% | 1,726 | 1,726 | — | $20.49万 | 新建仓 |
| RY | ROYAL BK CDA | $20.53万 | 0.02% | 1,269 | -84 | -6.2% | -$1.36万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $20.70万 | 0.02% | 3,204 | -1,300 | -28.9% | -$8.40万 | 减仓 |
| BIL | SPDR SERIES TRUST | $20.98万 | 0.02% | 2,289 | 9 | 0.4% | $825 | 加仓 |
| NVS | NOVARTIS AG | $21.00万 | 0.02% | 1,375 | 1,375 | — | $21.00万 | 新建仓 |
| JETS | ETF SER SOLUTIONS | $21.04万 | 0.02% | 8,542 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $21.15万 | 0.02% | 301 | 301 | — | $21.15万 | 新建仓 |
| NKE | NIKE INC | $21.17万 | 0.02% | 4,009 | -305 | -7.1% | -$1.61万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $21.22万 | 0.02% | 1,789 | 1,789 | — | $21.22万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $21.29万 | 0.02% | 8,987 | -1,850 | -17.1% | -$4.38万 | 减仓 |
| MPC | MARATHON PETE CORP | $21.37万 | 0.02% | 875 | 875 | — | $21.37万 | 新建仓 |
| NDAQ | NASDAQ INC | $21.51万 | 0.02% | 2,534 | 206 | 8.8% | $1.75万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $21.78万 | 0.02% | 1,003 | 1,003 | — | $21.78万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $21.90万 | 0.02% | 1,104 | -1,127 | -50.5% | -$22.36万 | 减仓 |
| EQNR | EQUINOR ASA | $21.95万 | 0.02% | 5,201 | 5,201 | — | $21.95万 | 新建仓 |
| ECL | ECOLAB INC | $22.01万 | 0.02% | 827 | 53 | 6.8% | $1.41万 | 加仓 |
| ZECP | ZACKS TRUST | $22.04万 | 0.02% | 6,515 | 6,515 | — | $22.04万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.04万 | 0.02% | 642 | -887 | -58.0% | -$30.45万 | 重新持有 |
| CB | CHUBB LTD SWITZ | $22.04万 | 0.02% | 676 | 676 | — | $22.04万 | 新建仓 |
| WULF | TERAWULF INC | $22.13万 | 0.02% | 15,334 | 15,334 | — | $22.13万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $22.13万 | 0.02% | 1,201 | 1,201 | — | $22.13万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.13万 | 0.02% | 2,734 | 2,734 | — | $22.13万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $22.23万 | 0.02% | 963 | -110 | -10.3% | -$2.54万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $22.27万 | 0.02% | 1,540 | -216 | -12.3% | -$3.12万 | 重新持有 |
| SKYW | SKYWEST INC | $22.66万 | 0.02% | 2,468 | 125 | 5.3% | $1.15万 | 加仓 |
| NOBL | PROSHARES TR | $22.73万 | 0.02% | 2,144 | -69 | -3.1% | -$7,314 | 减仓 |
| FIX | COMFORT SYS USA INC | $22.89万 | 0.02% | 166 | -207 | -55.5% | -$28.55万 | 重新持有 |
| AMG | AFFILIATED MANAGERS GROUP | $22.91万 | 0.02% | 828 | -76 | -8.4% | -$2.10万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $22.98万 | 0.02% | 2,050 | 302 | 17.3% | $3.38万 | 加仓 |
| NTRA | NATERA INC | $23.00万 | 0.02% | 1,150 | 31 | 2.8% | $6,200 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $23.18万 | 0.02% | 123 | -5 | -3.9% | -$9,423 | 减仓 |
| FAST | FASTENAL CO | $23.34万 | 0.02% | 5,030 | 34 | 0.7% | $1,578 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $23.35万 | 0.02% | 4,147 | 76 | 1.9% | $4,279 | 加仓 |
| SPAB | SPDR SERIES TRUST | $23.36万 | 0.02% | 9,118 | 9,118 | — | $23.36万 | 新建仓 |
| CRWV | COREWEAVE INC | $23.39万 | 0.02% | 3,019 | 3,019 | — | $23.39万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $23.62万 | 0.02% | 19,392 | 700 | 3.7% | $8,526 | 重新持有 |
| EMR | EMERSON ELEC CO | $23.75万 | 0.02% | 1,813 | 95 | 5.5% | $1.24万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $23.79万 | 0.02% | 1,982 | 1,982 | — | $23.79万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $23.97万 | 0.02% | 853 | 853 | — | $23.97万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $23.98万 | 0.02% | 6,524 | 2,272 | 53.4% | $8.35万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $24.15万 | 0.02% | 2,833 | 2,833 | — | $24.15万 | 新建仓 |
| CIEN | CIENA CORP | $24.19万 | 0.02% | 623 | 623 | — | $24.19万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $24.32万 | 0.02% | 357 | -64 | -15.2% | -$4.36万 | 减仓 |
| IBTG | ISHARES TR | $24.37万 | 0.02% | 10,634 | -2,118 | -16.6% | -$4.85万 | 减仓 |
| AME | AMETEK INC | $24.52万 | 0.02% | 1,144 | 31 | 2.8% | $6,644 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $24.55万 | 0.02% | 27,339 | 27,339 | — | $24.55万 | 新建仓 |
| VST | VISTRA CORP | $24.90万 | 0.03% | 1,656 | 311 | 23.1% | $4.68万 | 加仓 |
| NI | NISOURCE INC | $25.05万 | 0.03% | 5,370 | -307 | -5.4% | -$1.43万 | 减仓 |
| VV | VANGUARD INDEX FDS | $25.87万 | 0.03% | 866 | 3 | 0.3% | $896 | 加仓 |
| EQIX | EQUINIX INC | $26.07万 | 0.03% | 266 | 266 | — | $26.07万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.10万 | 0.03% | 626 | -41 | -6.1% | -$1.71万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.13万 | 0.03% | 1,361 | 5 | 0.4% | $960 | 加仓 |
| AYI | ACUITY INC | $26.34万 | 0.03% | 940 | -56 | -5.6% | -$1.57万 | 减仓 |
| FSK | FS KKR CAP CORP | $26.41万 | 0.03% | 25,945 | 1,350 | 5.5% | $1.37万 | 加仓 |
| VO | VANGUARD INDEX FDS | $26.90万 | 0.03% | 937 | 15 | 1.6% | $4,306 | 加仓 |
| EMLC | VANECK ETF TRUST | $26.94万 | 0.03% | 10,729 | -10 | -0.1% | -$251 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $27.00万 | 0.03% | 2,369 | 96 | 4.2% | $1.09万 | 加仓 |