13F 机构持仓

COLUMBIA ADVISORY PARTNERS LLC

SPOKANE WA · SEC CIK 0001808179

2026Q22026Q1 更早 9 个季度 🔒
$1.57亿2026Q1 申报市值
92持仓数
53.2%前十大占比 · 第一大 14.5%
16 / 13新建仓 / 清仓
申报市值走势$1.81亿2026Q2
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

QGRW 14.5%
DGRW 12.7%
JVAL 5.1%
BUFB 4.2%
WTV 3.9%
XMMO 2.9%
DGRS 2.7%
MTUM 2.5%
BUFF 2.4%
DDWM 2.3%

2026Q1 买入最多 按季末市值估算

WTV 新建仓+$613.77万
XMMO 新建仓+$458.50万
DDWM 新建仓+$360.97万
WISDOMTREE TR 新建仓+$315.90万
VCSH 新建仓+$275.85万

2026Q1 卖出最多 按季末市值估算

SCHD 减仓-$594.65万
USMF 减仓-$578.31万
VOE 减仓-$477.91万
DGRW 减仓-$318.25万
CEF 减仓-$93.34万

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
IEF ISHARES TR $00.00%0 -8,304-100.0% -$79.85万 清仓
VGIT VANGUARD SCOTTSDALE FDS $00.00%0 -9,866-100.0% -$59.13万 清仓
AVUV AMERICAN CENTY ETF TR $00.00%0 -4,210-100.0% -$42.93万 清仓
IJR ISHARES TR $00.00%0 -3,536-100.0% -$42.50万 清仓
IWO ISHARES TR $00.00%0 -1,296-100.0% -$41.87万 清仓
VOO VANGUARD INDEX FDS $00.00%0 —— — 申报中断
VBR VANGUARD INDEX FDS $00.00%0 -1,434-100.0% -$30.37万 清仓
AVA AVISTA CORP $00.00%0 -6,692-100.0% -$25.79万 清仓
GDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -6,675-100.0% -$25.24万 清仓
AGQ PROSHARES TR II $00.00%0 -1,578-100.0% -$24.48万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 —— — 申报中断
FDL FIRST TR EXCHANGE-TRADED FD $00.00%0 -5,294-100.0% -$23.47万 清仓
BUYW NORTHERN LTS FD TR IV $00.00%0 -13,683-100.0% -$19.59万 清仓
CLF CLEVELAND-CLIFFS INC NEW $00.00%0 -11,636-100.0% -$15.45万 清仓
— BIOATLA INC $00.00%0 -26,070-100.0% -$1.48万 清仓
— QUEST RESOURCE HLDG CORP $1.19万0.01%10,000 10,000— $1.19万 新建仓
— HUMACYTE INC $1.21万0.01%19,958 4,27327.2% $2,593 加仓
GSBD GOLDMAN SACHS BDC INC $15.88万0.10%17,883 -7,068-28.3% -$6.28万 减仓
RYLD GLOBAL X FDS $20.03万0.13%13,397 7646.0% $1.14万 加仓
GBDC GOLUB CAP BDC INC $20.16万0.13%15,926 -61-0.4% -$772 减仓
QYLD GLOBAL X FDS $20.34万0.13%11,860 6686.0% $1.15万 加仓
IJH ISHARES TR $20.51万0.13%3,037 00.0% — 不变
RTX RTX CORPORATION $20.63万0.13%1,069 -35-3.2% -$6,753 减仓
VYM VANGUARD WHITEHALL FDS $20.76万0.13%1,402 -114-7.5% -$1.69万 减仓
IVV ISHARES TR $21.37万0.14%327 -17-4.9% -$1.11万 减仓
— FIRST TR EXCHANGE-TRADED FD $24.43万0.16%13,686 -1,799-11.6% -$3.21万 减仓
COIN COINBASE GLOBAL INC $24.55万0.16%1,406 -376-21.1% -$6.57万 减仓
FICS FIRST TR EXCHANGE TRADED FD $24.79万0.16%6,351 -408-6.0% -$1.59万 减仓
VPU VANGUARD WORLD FD $25.24万0.16%1,274 -799-38.5% -$15.83万 重新持有
MCD MCDONALDS CORP $27.07万0.17%871 80.9% $2,486 加仓
OIH VANECK ETF TRUST $27.28万0.17%675 675— $27.28万 新建仓
FTSL FIRST TR EXCHANGE-TRADED FD $27.73万0.18%6,189 -395-6.0% -$1.77万 减仓
AIQ GLOBAL X FDS $28.10万0.18%6,021 1472.5% $6,861 加仓
SCHV SCHWAB STRATEGIC TR $28.36万0.18%9,297 -2,122-18.6% -$6.47万 减仓
PFF ISHARES TR $28.90万0.18%9,532 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $28.95万0.18%6,025 6,025— $28.95万 新建仓
TSLA TESLA INC $28.96万0.18%779 131.7% $4,833 加仓
IAGG ISHARES TR $30.12万0.19%6,019 6,019— $30.12万 新建仓
MUB ISHARES TR $31.09万0.20%2,929 -626-17.6% -$6.64万 减仓
BITB BITWISE BITCOIN ETF TR $31.22万0.20%8,482 4365.4% $1.60万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $32.03万0.20%9,486 -3,355-26.1% -$11.33万 减仓
PRIM PRIMORIS SVCS CORP $32.20万0.21%2,251 -974-30.2% -$13.93万 减仓
IGLD FIRST TR EXCHANGE-TRADED FD $32.24万0.21%12,627 -3,042-19.4% -$7.77万 减仓
SBUX STARBUCKS CORP $32.46万0.21%3,623 -177-4.7% -$1.59万 减仓
GOOGL ALPHABET INC $33.18万0.21%1,154 -57-4.7% -$1.64万 减仓
BA BOEING CO $34.39万0.22%1,728 523.1% $1.03万 加仓
VMBS VANGUARD SCOTTSDALE FDS $34.64万0.22%7,378 71510.7% $3.36万 加仓
— BITWISE ETHEREUM ETF $35.01万0.22%23,339 12,272110.9% $18.41万 加仓
JAAA JANUS DETROIT STR TR $35.94万0.23%7,135 3505.2% $1.76万 加仓
VO VANGUARD INDEX FDS $36.36万0.23%1,266 -23-1.8% -$6,605 减仓
EMLC VANECK ETF TRUST $41.00万0.26%16,327 2,09714.7% $5.27万 加仓
SIL GLOBAL X FDS $44.27万0.28%4,914 4,914— $44.27万 新建仓
XLG INVESCO EXCHANGE TRADED FD T $50.53万0.32%9,262 -14,013-60.2% -$76.44万 减仓
VIGI VANGUARD WHITEHALL FDS $52.83万0.34%5,972 1,42931.5% $12.64万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $53.90万0.34%13,671 -5,365-28.2% -$21.15万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $53.98万0.34%9,523 2,67039.0% $15.13万 加仓
BXSL BLACKSTONE SECD LENDING FD $54.32万0.35%22,930 -6,566-22.3% -$15.55万 减仓
NVDA NVIDIA CORPORATION $55.16万0.35%3,163 87538.2% $15.26万 加仓
USMF WISDOMTREE TR $55.48万0.35%11,234 -117,111-91.2% -$578.31万 减仓
COWZ PACER FDS TR $56.05万0.36%8,960 -7,468-45.5% -$46.72万 减仓
XLI SELECT SECTOR SPDR TR $57.26万0.37%3,540 -1,129-24.2% -$18.26万 减仓
VIG VANGUARD SPECIALIZED FUNDS $58.09万0.37%2,701 00.0% — 不变
LMBS FIRST TR EXCHANGE-TRADED FD $61.24万0.39%12,295 -2,006-14.0% -$9.99万 减仓
BIL SPDR SERIES TRUST $61.77万0.39%6,740 1,80236.5% $16.51万 加仓
JHML JOHN HANCOCK EXCHANGE TRADED $62.09万0.40%7,933 -742-8.6% -$5.81万 减仓
— EXXON MOBIL CORP $64.61万0.41%3,808 -341-8.2% -$5.79万 减仓
FPE FIRST TR EXCH TRADED FD III $88.98万0.57%50,131 -3,356-6.3% -$5.96万 减仓
MSFT MICROSOFT CORP $91.21万0.58%2,464 -53-2.1% -$1.96万 减仓
SCHG SCHWAB STRATEGIC TR $95.08万0.61%32,639 15,30488.3% $44.58万 加仓
MU MICRON TECHNOLOGY INC $96.82万0.62%2,866 -92-3.1% -$3.11万 减仓
FTCS FIRST TR EXCHANGE-TRADED FD $97.92万0.63%10,556 2,33828.4% $21.69万 加仓
— SPROTT FDS TR $105.56万0.67%29,551 29,551— $105.56万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $116.21万0.74%2,425 -240-9.0% -$11.50万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $117.89万0.75%25,066 2,2499.9% $10.58万 加仓
AMZN AMAZON COM INC $125.48万0.80%6,025 2444.2% $5.08万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $131.51万0.84%37,108 2,1316.1% $7.55万 加仓
VTI VANGUARD INDEX FDS $136.28万0.87%4,248 -10-0.2% -$3,208 减仓
FTGC FIRST TR EXCHANGE TRAD FD VI $143.29万0.91%49,908 -6,320-11.2% -$18.14万 减仓
AAPL APPLE INC $148.27万0.95%5,842 -157-2.6% -$3.98万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $150.69万0.96%34,571 -2,150-5.9% -$9.37万 减仓
COST COSTCO WHOLESALE CORPORATION $151.22万0.97%1,518 151.0% $1.49万 加仓
BALT INNOVATOR ETFS TRUST $152.55万0.97%45,586 22,59498.3% $75.61万 加仓
VOE VANGUARD INDEX FDS $156.68万1.00%8,502 -25,933-75.3% -$477.91万 减仓
UCON FIRST TR EXCHNG TRADED FD VI $162.68万1.04%65,677 -394-0.6% -$9,759 减仓
LQDH ISHARES U S ETF TR $173.45万1.11%18,784 -2,304-10.9% -$21.27万 减仓
HYZD WISDOMTREE TR $197.02万1.26%89,514 89,514— $197.02万 新建仓
USFR WISDOMTREE TR $205.57万1.31%40,836 40,836— $205.57万 新建仓
PSLV SPROTT ASSET MANAGEMENT LP $212.17万1.35%86,992 -25,928-23.0% -$63.24万 减仓
IUSG ISHARES TR $220.10万1.41%14,190 -466-3.2% -$7.23万 减仓
AVEM AMERICAN CENTY ETF TR $220.35万1.41%27,345 27,345— $220.35万 新建仓
SCHD SCHWAB STRATEGIC TR $256.27万1.64%83,531 -193,825-69.9% -$594.65万 减仓
JMBS JANUS DETROIT STR TR $266.25万1.70%58,932 58,932— $266.25万 新建仓
IMTM ISHARES TR $270.21万1.72%56,271 56,271— $270.21万 新建仓
VCSH VANGUARD SCOTTSDALE FDS $275.85万1.76%34,798 34,798— $275.85万 新建仓
CEF SPROTT ASSET MANAGEMENT LP $313.84万2.00%65,766 -19,559-22.9% -$93.34万 减仓
— WISDOMTREE TR $315.90万2.02%66,393 66,393— $315.90万 新建仓
SFLR INNOVATOR ETFS TRUST $343.40万2.19%96,978 23,71032.4% $83.96万 加仓
DDWM WISDOMTREE TR $360.97万2.30%81,835 81,835— $360.97万 新建仓
BUFF INNOVATOR ETFS TRUST $370.35万2.36%74,954 19,77135.8% $97.69万 加仓
MTUM ISHARES TR $384.83万2.46%16,035 2341.5% $5.62万 加仓