COWA, LLC
Tulsa OK · SEC CIK 0001844480
$3.71亿2026Q1 申报市值
158持仓数
48.7%前十大占比 · 第一大 6.9%
11 / 6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
IBDR 加仓+$477.79万
DFIV 加仓+$418.05万
IBDX 加仓+$399.97万
IBHF 加仓+$315.65万
NVDA 加仓+$209.30万
2026Q1 卖出最多 按季末市值估算
DFAU 减仓-$396.28万
FIX 减仓-$233.74万
IVV 减仓-$194.14万
IAU 减仓-$103.53万
IEFA 减仓-$95.27万
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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $55.65万 | 0.15% | 2,935 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $53.02万 | 0.14% | 4,675 | -44 | -0.9% | -$4,990 | 减仓 |
| OGE | OGE ENERGY CORP | $51.71万 | 0.14% | 10,782 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $51.53万 | 0.14% | 1,816 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $51.22万 | 0.14% | 14,426 | 572 | 4.1% | $2.03万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $48.82万 | 0.13% | 3,891 | -368 | -8.6% | -$4.62万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $47.90万 | 0.13% | 3,316 | 331 | 11.1% | $4.78万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $47.66万 | 0.13% | 4,642 | -11 | -0.2% | -$1,129 | 减仓 |
| PCG | PG&E CORP | $44.47万 | 0.12% | 25,307 | 507 | 2.0% | $8,908 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $43.79万 | 0.12% | 1,074 | 6 | 0.6% | $2,446 | 加仓 |
| IQLT | ISHARES TR | $43.03万 | 0.12% | 9,307 | -204 | -2.1% | -$9,431 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $42.37万 | 0.11% | 11,869 | 200 | 1.7% | $7,140 | 加仓 |
| LLY | ELI LILLY & CO | $41.58万 | 0.11% | 471 | -152 | -24.4% | -$13.42万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $41.15万 | 0.11% | 1,282 | 1 | 0.1% | $321 | 加仓 |
| VDE | VANGUARD WORLD FD | $39.80万 | 0.11% | 2,300 | -400 | -14.8% | -$6.92万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $39.50万 | 0.11% | 8,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.62万 | 0.10% | 806 | -58 | -6.7% | -$2.78万 | 减仓 |
| MO | ALTRIA GROUP INC | $38.25万 | 0.10% | 5,797 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $37.78万 | 0.10% | 5,075 | 2,650 | 109.3% | $19.73万 | 加仓 |
| FISV | FISERV INC | $37.39万 | 0.10% | 6,700 | 1,637 | 32.3% | $9.13万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $36.91万 | 0.10% | 12,855 | 12,855 | — | $36.91万 | 新建仓 |
| GEV | GE VERNOVA INC | $36.75万 | 0.10% | 421 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $36.69万 | 0.10% | 1,500 | -654 | -30.4% | -$16.00万 | 减仓 |
| WMB | WILLIAMS COS INC | $36.50万 | 0.10% | 5,015 | 320 | 6.8% | $2.33万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $36.30万 | 0.10% | 10,743 | -282 | -2.6% | -$9,529 | 减仓 |
| FYLD | CAMBRIA ETF TR | $35.83万 | 0.10% | 9,596 | -222 | -2.3% | -$8,288 | 减仓 |
| IBTJ | ISHARES TR | $34.35万 | 0.09% | 15,725 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $32.82万 | 0.09% | 1,085 | -20 | -1.8% | -$6,050 | 减仓 |
| EMR | EMERSON ELEC CO | $32.43万 | 0.09% | 2,475 | -14 | -0.6% | -$1,834 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $31.79万 | 0.09% | 2,050 | -46 | -2.2% | -$7,133 | 减仓 |
| DAL | DELTA AIR LINES INC | $29.42万 | 0.08% | 4,425 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $27.94万 | 0.08% | 1,862 | 101 | 5.7% | $1.52万 | 加仓 |
| ECH | ISHARES INC | $27.63万 | 0.07% | 6,948 | -172 | -2.4% | -$6,839 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $27.17万 | 0.07% | 272 | -13 | -4.6% | -$1.30万 | 减仓 |
| ELM | SERIES PORTFOLIOS TR | $26.91万 | 0.07% | 9,924 | 9,924 | — | $26.91万 | 新建仓 |
| APH | AMPHENOL CORP | $25.80万 | 0.07% | 2,042 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $25.33万 | 0.07% | 6,415 | 5 | 0.1% | $197 | 加仓 |
| PATH | UIPATH INC | $25.15万 | 0.07% | 22,660 | 4,200 | 22.8% | $4.66万 | 加仓 |
| VV | VANGUARD INDEX FDS | $24.77万 | 0.07% | 829 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $24.50万 | 0.07% | 7,530 | -139 | -1.8% | -$4,523 | 减仓 |
| AZN | ASTRAZENECA PLC | $24.34万 | 0.07% | 1,234 | 1,234 | — | $24.34万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $23.54万 | 0.06% | 394 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $23.51万 | 0.06% | 337 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $23.25万 | 0.06% | 18,857 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $22.13万 | 0.06% | 5,946 | 1,028 | 20.9% | $3.83万 | 加仓 |
| GSK | GSK PLC | $22.13万 | 0.06% | 4,009 | 4,009 | — | $22.13万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $22.07万 | 0.06% | 3,900 | -4,000 | -50.6% | -$22.63万 | 减仓 |
| ORI | OLD REP INTL CORP | $22.01万 | 0.06% | 5,516 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $21.94万 | 0.06% | 765 | -674 | -46.8% | -$19.33万 | 减仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $21.83万 | 0.06% | 15,636 | 2,200 | 16.4% | $3.07万 | 加仓 |
| DVY | ISHARES TR | $21.12万 | 0.06% | 1,395 | 1,395 | — | $21.12万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.02万 | 0.06% | 615 | 615 | — | $21.02万 | 新建仓 |
| GL | GLOBE LIFE INC | $20.88万 | 0.06% | 1,500 | 1,500 | — | $20.88万 | 新建仓 |
| OLN | OLIN CORP | $20.49万 | 0.06% | 6,892 | 6,892 | — | $20.49万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $20.09万 | 0.05% | 700 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $14.90万 | 0.04% | 13,000 | 13,000 | — | $14.90万 | 新建仓 |
| F | FORD MTR CO | $13.62万 | 0.04% | 11,800 | 0 | 0.0% | — | 不变 |
| — | LIBERTY MEDIA CORP DEL | $611 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -2,475 | -100.0% | -$24.59万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -3,361 | -100.0% | -$24.17万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,234 | -100.0% | -$22.70万 | 清仓 |
| INOD | INNODATA INC | $0 | 0.00% | 0 | -4,316 | -100.0% | -$21.99万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,055 | -100.0% | -$20.43万 | 清仓 |
| WMT | WALMART INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$11.14万 | 清仓 |