COLUMBIA ADVISORY PARTNERS LLC
SPOKANE WA · SEC CIK 0001808179
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| QGRW | WISDOMTREE TR | $2,276.37万 | 14.53% | 426,047 | 23,543 | 5.8% | $125.79万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,988.96万 | 12.70% | 226,430 | -36,231 | -13.8% | -$318.25万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $798.84万 | 5.10% | 163,496 | 32 | 0.0% | $1,564 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $657.58万 | 4.20% | 183,120 | 41,572 | 29.4% | $149.29万 | 加仓 |
| WTV | WISDOMTREE TR | $613.77万 | 3.92% | 64,791 | 64,791 | — | $613.77万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $458.50万 | 2.93% | 31,616 | 31,616 | — | $458.50万 | 新建仓 |
| DGRS | WISDOMTREE TR | $416.68万 | 2.66% | 78,681 | -691 | -0.9% | -$3.66万 | 减仓 |
| MTUM | ISHARES TR | $384.83万 | 2.46% | 16,035 | 234 | 1.5% | $5.62万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $370.35万 | 2.36% | 74,954 | 19,771 | 35.8% | $97.69万 | 加仓 |
| DDWM | WISDOMTREE TR | $360.97万 | 2.30% | 81,835 | 81,835 | — | $360.97万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $343.40万 | 2.19% | 96,978 | 23,710 | 32.4% | $83.96万 | 加仓 |
| — | WISDOMTREE TR | $315.90万 | 2.02% | 66,393 | 66,393 | — | $315.90万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $313.84万 | 2.00% | 65,766 | -19,559 | -22.9% | -$93.34万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $275.85万 | 1.76% | 34,798 | 34,798 | — | $275.85万 | 新建仓 |
| IMTM | ISHARES TR | $270.21万 | 1.72% | 56,271 | 56,271 | — | $270.21万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $266.25万 | 1.70% | 58,932 | 58,932 | — | $266.25万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $256.27万 | 1.64% | 83,531 | -193,825 | -69.9% | -$594.65万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $220.35万 | 1.41% | 27,345 | 27,345 | — | $220.35万 | 新建仓 |
| IUSG | ISHARES TR | $220.10万 | 1.41% | 14,190 | -466 | -3.2% | -$7.23万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $212.17万 | 1.35% | 86,992 | -25,928 | -23.0% | -$63.24万 | 减仓 |
| USFR | WISDOMTREE TR | $205.57万 | 1.31% | 40,836 | 40,836 | — | $205.57万 | 新建仓 |
| HYZD | WISDOMTREE TR | $197.02万 | 1.26% | 89,514 | 89,514 | — | $197.02万 | 新建仓 |
| LQDH | ISHARES U S ETF TR | $173.45万 | 1.11% | 18,784 | -2,304 | -10.9% | -$21.27万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $162.68万 | 1.04% | 65,677 | -394 | -0.6% | -$9,759 | 减仓 |
| VOE | VANGUARD INDEX FDS | $156.68万 | 1.00% | 8,502 | -25,933 | -75.3% | -$477.91万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $152.55万 | 0.97% | 45,586 | 22,594 | 98.3% | $75.61万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $151.22万 | 0.97% | 1,518 | 15 | 1.0% | $1.49万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $150.69万 | 0.96% | 34,571 | -2,150 | -5.9% | -$9.37万 | 减仓 |
| AAPL | APPLE INC | $148.27万 | 0.95% | 5,842 | -157 | -2.6% | -$3.98万 | 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 |
| VTI | VANGUARD INDEX FDS | $136.28万 | 0.87% | 4,248 | -10 | -0.2% | -$3,208 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $131.51万 | 0.84% | 37,108 | 2,131 | 6.1% | $7.55万 | 加仓 |
| AMZN | AMAZON COM INC | $125.48万 | 0.80% | 6,025 | 244 | 4.2% | $5.08万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $117.89万 | 0.75% | 25,066 | 2,249 | 9.9% | $10.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $116.21万 | 0.74% | 2,425 | -240 | -9.0% | -$11.50万 | 减仓 |
| — | SPROTT FDS TR | $105.56万 | 0.67% | 29,551 | 29,551 | — | $105.56万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $97.92万 | 0.63% | 10,556 | 2,338 | 28.4% | $21.69万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $96.82万 | 0.62% | 2,866 | -92 | -3.1% | -$3.11万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $95.08万 | 0.61% | 32,639 | 15,304 | 88.3% | $44.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $91.21万 | 0.58% | 2,464 | -53 | -2.1% | -$1.96万 | 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 |
| — | EXXON MOBIL CORP | $64.61万 | 0.41% | 3,808 | -341 | -8.2% | -$5.79万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $62.09万 | 0.40% | 7,933 | -742 | -8.6% | -$5.81万 | 减仓 |
| BIL | SPDR SERIES TRUST | $61.77万 | 0.39% | 6,740 | 1,802 | 36.5% | $16.51万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $61.24万 | 0.39% | 12,295 | -2,006 | -14.0% | -$9.99万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $58.09万 | 0.37% | 2,701 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $57.26万 | 0.37% | 3,540 | -1,129 | -24.2% | -$18.26万 | 减仓 |
| COWZ | PACER FDS TR | $56.05万 | 0.36% | 8,960 | -7,468 | -45.5% | -$46.72万 | 减仓 |
| USMF | WISDOMTREE TR | $55.48万 | 0.35% | 11,234 | -117,111 | -91.2% | -$578.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $55.16万 | 0.35% | 3,163 | 875 | 38.2% | $15.26万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $54.32万 | 0.35% | 22,930 | -6,566 | -22.3% | -$15.55万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $53.98万 | 0.34% | 9,523 | 2,670 | 39.0% | $15.13万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $53.90万 | 0.34% | 13,671 | -5,365 | -28.2% | -$21.15万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $52.83万 | 0.34% | 5,972 | 1,429 | 31.5% | $12.64万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $50.53万 | 0.32% | 9,262 | -14,013 | -60.2% | -$76.44万 | 减仓 |
| SIL | GLOBAL X FDS | $44.27万 | 0.28% | 4,914 | 4,914 | — | $44.27万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $41.00万 | 0.26% | 16,327 | 2,097 | 14.7% | $5.27万 | 加仓 |
| VO | VANGUARD INDEX FDS | $36.36万 | 0.23% | 1,266 | -23 | -1.8% | -$6,605 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $35.94万 | 0.23% | 7,135 | 350 | 5.2% | $1.76万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $35.01万 | 0.22% | 23,339 | 12,272 | 110.9% | $18.41万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $34.64万 | 0.22% | 7,378 | 715 | 10.7% | $3.36万 | 加仓 |
| BA | BOEING CO | $34.39万 | 0.22% | 1,728 | 52 | 3.1% | $1.03万 | 加仓 |
| GOOGL | ALPHABET INC | $33.18万 | 0.21% | 1,154 | -57 | -4.7% | -$1.64万 | 减仓 |
| SBUX | STARBUCKS CORP | $32.46万 | 0.21% | 3,623 | -177 | -4.7% | -$1.59万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $32.24万 | 0.21% | 12,627 | -3,042 | -19.4% | -$7.77万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $32.20万 | 0.21% | 2,251 | -974 | -30.2% | -$13.93万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $32.03万 | 0.20% | 9,486 | -3,355 | -26.1% | -$11.33万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $31.22万 | 0.20% | 8,482 | 436 | 5.4% | $1.60万 | 加仓 |
| MUB | ISHARES TR | $31.09万 | 0.20% | 2,929 | -626 | -17.6% | -$6.64万 | 减仓 |
| IAGG | ISHARES TR | $30.12万 | 0.19% | 6,019 | 6,019 | — | $30.12万 | 新建仓 |
| TSLA | TESLA INC | $28.96万 | 0.18% | 779 | 13 | 1.7% | $4,833 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $28.95万 | 0.18% | 6,025 | 6,025 | — | $28.95万 | 新建仓 |
| PFF | ISHARES TR | $28.90万 | 0.18% | 9,532 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $28.36万 | 0.18% | 9,297 | -2,122 | -18.6% | -$6.47万 | 减仓 |
| AIQ | GLOBAL X FDS | $28.10万 | 0.18% | 6,021 | 147 | 2.5% | $6,861 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $27.73万 | 0.18% | 6,189 | -395 | -6.0% | -$1.77万 | 减仓 |
| OIH | VANECK ETF TRUST | $27.28万 | 0.17% | 675 | 675 | — | $27.28万 | 新建仓 |
| MCD | MCDONALDS CORP | $27.07万 | 0.17% | 871 | 8 | 0.9% | $2,486 | 加仓 |
| VPU | VANGUARD WORLD FD | $25.24万 | 0.16% | 1,274 | -799 | -38.5% | -$15.83万 | 重新持有 |
| FICS | FIRST TR EXCHANGE TRADED FD | $24.79万 | 0.16% | 6,351 | -408 | -6.0% | -$1.59万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $24.55万 | 0.16% | 1,406 | -376 | -21.1% | -$6.57万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $24.43万 | 0.16% | 13,686 | -1,799 | -11.6% | -$3.21万 | 减仓 |
| IVV | ISHARES TR | $21.37万 | 0.14% | 327 | -17 | -4.9% | -$1.11万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.76万 | 0.13% | 1,402 | -114 | -7.5% | -$1.69万 | 减仓 |
| RTX | RTX CORPORATION | $20.63万 | 0.13% | 1,069 | -35 | -3.2% | -$6,753 | 减仓 |
| IJH | ISHARES TR | $20.51万 | 0.13% | 3,037 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $20.34万 | 0.13% | 11,860 | 668 | 6.0% | $1.15万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $20.16万 | 0.13% | 15,926 | -61 | -0.4% | -$772 | 减仓 |
| RYLD | GLOBAL X FDS | $20.03万 | 0.13% | 13,397 | 764 | 6.0% | $1.14万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $15.88万 | 0.10% | 17,883 | -7,068 | -28.3% | -$6.28万 | 减仓 |
| — | HUMACYTE INC | $1.21万 | 0.01% | 19,958 | 4,273 | 27.2% | $2,593 | 加仓 |
| — | QUEST RESOURCE HLDG CORP | $1.19万 | 0.01% | 10,000 | 10,000 | — | $1.19万 | 新建仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -8,304 | -100.0% | -$79.85万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -9,866 | -100.0% | -$59.13万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -4,210 | -100.0% | -$42.93万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -3,536 | -100.0% | -$42.50万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -1,296 | -100.0% | -$41.87万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,434 | -100.0% | -$30.37万 | 清仓 |
| AVA | AVISTA CORP | $0 | 0.00% | 0 | -6,692 | -100.0% | -$25.79万 | 清仓 |