Copley Financial Group, Inc.
SAN DIEGO CA · SEC CIK 0002045258
$1.66亿2026Q1 申报市值
115持仓数
61.8%前十大占比 · 第一大 9.2%
5 / 2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
GLDM 加仓+$549.59万
VANECK ETF TRUST 新建仓+$524.38万
GBIL 加仓+$63.99万
ECOW 加仓+$57.32万
COWZ 加仓+$53.66万
2026Q1 卖出最多 按季末市值估算
SIVR 减仓-$561.66万
SECT 减仓-$344.46万
SPAB 减仓-$94.18万
AZN 清仓-$45.63万
MOAT 减仓-$35.97万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,482 | -100.0% | -$45.63万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -1,596 | -100.0% | -$21.19万 | 清仓 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $4.87万 | 0.03% | 10,430 | 10,430 | — | $4.87万 | 新建仓 |
| V | VISA INC | $20.37万 | 0.12% | 674 | -43 | -6.0% | -$1.30万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $20.95万 | 0.13% | 3,169 | 3,169 | — | $20.95万 | 新建仓 |
| GM | GENERAL MTRS CO | $20.98万 | 0.13% | 2,816 | -186 | -6.2% | -$1.39万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $23.51万 | 0.14% | 6,032 | -211 | -3.4% | -$8,225 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.84万 | 0.15% | 8,097 | -511 | -5.9% | -$1.57万 | 减仓 |
| EFA | ISHARES TR | $25.11万 | 0.15% | 2,585 | -274 | -9.6% | -$2.66万 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $25.54万 | 0.15% | 9,122 | -220 | -2.4% | -$6,160 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $25.75万 | 0.16% | 3,195 | -147 | -4.4% | -$1.18万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $26.35万 | 0.16% | 9,045 | -535 | -5.6% | -$1.56万 | 减仓 |
| GDX | VANECK ETF TRUST | $26.47万 | 0.16% | 2,884 | 206 | 7.7% | $1.89万 | 加仓 |
| RYLD | GLOBAL X FDS | $26.90万 | 0.16% | 17,994 | 6,301 | 53.9% | $9.42万 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $27.39万 | 0.17% | 22,657 | 4,013 | 21.5% | $4.85万 | 加仓 |
| QCOM | QUALCOMM INC | $27.65万 | 0.17% | 2,147 | -408 | -16.0% | -$5.25万 | 减仓 |
| PSMJ | PACER FDS TR | $27.76万 | 0.17% | 8,719 | -107 | -1.2% | -$3,406 | 减仓 |
| MGA | MAGNA INTL INC | $28.83万 | 0.17% | 5,165 | -218 | -4.0% | -$1.22万 | 减仓 |
| LEN | LENNAR CORP | $29.60万 | 0.18% | 3,409 | 1,233 | 56.7% | $10.71万 | 加仓 |
| SMOT | VANECK ETF TRUST | $30.14万 | 0.18% | 8,564 | -717 | -7.7% | -$2.52万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $30.27万 | 0.18% | 7,335 | -425 | -5.5% | -$1.75万 | 减仓 |
| THO | THOR INDS INC | $30.74万 | 0.19% | 3,848 | 1,467 | 61.6% | $11.72万 | 加仓 |
| FDX | FEDEX CORP | $30.77万 | 0.19% | 864 | -170 | -16.4% | -$6.06万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $31.36万 | 0.19% | 6,756 | -348 | -4.9% | -$1.62万 | 减仓 |
| GLD | SPDR GOLD TR | $31.45万 | 0.19% | 731 | 49 | 7.2% | $2.11万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.90万 | 0.19% | 1,316 | -31 | -2.3% | -$7,515 | 减仓 |
| KLAC | KLA CORP | $31.95万 | 0.19% | 217 | -30 | -12.1% | -$4.42万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $32.24万 | 0.19% | 7,062 | -341 | -4.6% | -$1.56万 | 减仓 |
| QYLD | GLOBAL X FDS | $32.51万 | 0.20% | 18,958 | 5,545 | 41.3% | $9.51万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $32.64万 | 0.20% | 3,847 | -181 | -4.5% | -$1.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.83万 | 0.20% | 685 | -5 | -0.7% | -$2,396 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $33.72万 | 0.20% | 3,452 | -201 | -5.5% | -$1.96万 | 减仓 |
| SJM | SMUCKER J M CO | $34.00万 | 0.21% | 3,526 | -206 | -5.5% | -$1.99万 | 减仓 |
| WFC | WELLS FARGO & CO | $34.32万 | 0.21% | 4,311 | -266 | -5.8% | -$2.12万 | 减仓 |
| KHC | KRAFT HEINZ CO | $34.95万 | 0.21% | 15,540 | -818 | -5.0% | -$1.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $35.02万 | 0.21% | 586 | -4 | -0.7% | -$2,390 | 减仓 |
| MHO | M/I HOMES INC | $36.45万 | 0.22% | 2,977 | -211 | -6.6% | -$2.58万 | 减仓 |
| ALL | ALLSTATE CORP | $37.38万 | 0.23% | 1,803 | -123 | -6.4% | -$2.55万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $37.57万 | 0.23% | 1,047 | -15 | -1.4% | -$5,383 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $37.95万 | 0.23% | 3,857 | -327 | -7.8% | -$3.22万 | 减仓 |
| ASML | ASML HLDG NV | $38.30万 | 0.23% | 290 | -60 | -17.1% | -$7.92万 | 减仓 |
| ABBV | ABBVIE INC | $38.39万 | 0.23% | 1,765 | -124 | -6.6% | -$2.70万 | 减仓 |
| ARW | ARROW ELECTRS INC | $38.43万 | 0.23% | 2,680 | 530 | 24.7% | $7.60万 | 加仓 |
| CSCO | CISCO SYS INC | $38.86万 | 0.23% | 5,009 | -309 | -5.8% | -$2.40万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $39.58万 | 0.24% | 6,046 | -377 | -5.9% | -$2.47万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $39.90万 | 0.24% | 1,533 | -125 | -7.5% | -$3.25万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $40.08万 | 0.24% | 1,055 | -140 | -11.7% | -$5.32万 | 减仓 |
| USB | US BANCORP | $40.24万 | 0.24% | 7,737 | -692 | -8.2% | -$3.60万 | 减仓 |
| TXN | TEXAS INSTRS INC | $40.71万 | 0.25% | 2,097 | -240 | -10.3% | -$4.66万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $40.96万 | 0.25% | 4,183 | -16 | -0.4% | -$1,567 | 减仓 |
| SPYI | NEOS ETF TRUST | $41.12万 | 0.25% | 8,328 | 3,820 | 84.7% | $18.86万 | 加仓 |
| MO | ALTRIA GROUP INC | $41.14万 | 0.25% | 6,234 | -463 | -6.9% | -$3.06万 | 减仓 |
| RTX | RTX CORPORATION | $41.55万 | 0.25% | 2,154 | -184 | -7.9% | -$3.55万 | 减仓 |
| AMGN | AMGEN INC | $41.91万 | 0.25% | 1,191 | -102 | -7.9% | -$3.59万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.60万 | 0.26% | 3,250 | -251 | -7.2% | -$3.29万 | 减仓 |
| HD | HOME DEPOT INC | $43.00万 | 0.26% | 1,308 | -52 | -3.8% | -$1.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $43.51万 | 0.26% | 1,608 | -90 | -5.3% | -$2.44万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $43.52万 | 0.26% | 4,239 | -196 | -4.4% | -$2.01万 | 减仓 |
| AZN | ASTRAZENECA PLC | $44.14万 | 0.27% | 2,238 | 2,238 | — | $44.14万 | 新建仓 |
| KEY | KEYCORP | $44.45万 | 0.27% | 22,168 | -1,403 | -6.0% | -$2.81万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $45.98万 | 0.28% | 30,611 | 6,844 | 28.8% | $10.28万 | 加仓 |
| COP | CONOCOPHILLIPS | $47.07万 | 0.28% | 3,566 | 3,566 | — | $47.07万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $47.21万 | 0.28% | 14,081 | -1,341 | -8.7% | -$4.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $47.26万 | 0.29% | 3,272 | -215 | -6.2% | -$3.11万 | 减仓 |
| BAC | BANK AMERICA CORP | $47.33万 | 0.29% | 9,709 | -818 | -7.8% | -$3.99万 | 减仓 |
| META | META PLATFORMS INC | $48.22万 | 0.29% | 843 | -49 | -5.5% | -$2.80万 | 减仓 |
| EIX | EDISON INTL | $48.41万 | 0.29% | 6,615 | -742 | -10.1% | -$5.43万 | 减仓 |
| ETN | EATON CORP PLC | $49.32万 | 0.30% | 1,379 | -90 | -6.1% | -$3.22万 | 减仓 |
| MCD | MCDONALDS CORP | $49.85万 | 0.30% | 1,604 | -116 | -6.7% | -$3.61万 | 减仓 |
| MOO | VANECK ETF TRUST | $50.13万 | 0.30% | 5,932 | -145 | -2.4% | -$1.23万 | 减仓 |
| MDT | MEDTRONIC PLC | $50.85万 | 0.31% | 5,868 | -428 | -6.8% | -$3.71万 | 减仓 |
| TMAT | NORTHERN LTS FD TR IV | $51.75万 | 0.31% | 22,317 | -1,460 | -6.1% | -$3.39万 | 减仓 |
| RAAX | VANECK ETF TRUST | $51.86万 | 0.31% | 12,739 | -229 | -1.8% | -$9,323 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $52.18万 | 0.31% | 2,135 | 35 | 1.7% | $8,554 | 加仓 |
| XYLD | GLOBAL X FDS | $52.29万 | 0.32% | 13,362 | 2,415 | 22.1% | $9.45万 | 加仓 |
| AVGO | BROADCOM INC | $55.09万 | 0.33% | 1,780 | -85 | -4.6% | -$2.63万 | 减仓 |
| KO | COCA COLA CO | $55.55万 | 0.34% | 7,305 | -600 | -7.6% | -$4.56万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $57.36万 | 0.35% | 678 | -66 | -8.9% | -$5.58万 | 减仓 |
| MS | MORGAN STANLEY | $59.13万 | 0.36% | 3,593 | -259 | -6.7% | -$4.26万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $59.85万 | 0.36% | 7,429 | -1,136 | -13.3% | -$9.15万 | 减仓 |
| WMT | WALMART INC | $60.67万 | 0.37% | 4,882 | -168 | -3.3% | -$2.09万 | 减仓 |
| EOG | EOG RES INC | $60.98万 | 0.37% | 4,218 | 488 | 13.1% | $7.06万 | 加仓 |
| AAPL | APPLE INC | $61.42万 | 0.37% | 2,420 | -125 | -4.9% | -$3.17万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $62.81万 | 0.38% | 1,830 | -4 | -0.2% | -$1,373 | 减仓 |
| C | CITIGROUP INC | $65.65万 | 0.40% | 5,789 | -160 | -2.7% | -$1.81万 | 减仓 |
| TGT | TARGET CORP | $65.87万 | 0.40% | 5,435 | -587 | -9.7% | -$7.11万 | 减仓 |
| AMZN | AMAZON COM INC | $67.54万 | 0.41% | 3,243 | -187 | -5.5% | -$3.89万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $67.69万 | 0.41% | 11,963 | -81 | -0.7% | -$4,583 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $79.39万 | 0.48% | 2,699 | -13 | -0.5% | -$3,824 | 减仓 |
| SPYM | SPDR SERIES TRUST | $81.60万 | 0.49% | 10,661 | -383 | -3.5% | -$2.93万 | 减仓 |
| — | EXXON MOBIL CORP | $82.21万 | 0.50% | 4,846 | 1,279 | 35.9% | $21.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $85.30万 | 0.51% | 30,088 | -6,168 | -17.0% | -$17.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $86.29万 | 0.52% | 4,948 | -250 | -4.8% | -$4.36万 | 减仓 |
| GOOG | ALPHABET INC | $86.78万 | 0.52% | 3,025 | -242 | -7.4% | -$6.94万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $109.67万 | 0.66% | 21,490 | -5,824 | -21.3% | -$29.72万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $111.52万 | 0.67% | 22,251 | -6,194 | -21.8% | -$31.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $119.01万 | 0.72% | 3,215 | 467 | 17.0% | $17.29万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $139.50万 | 0.84% | 19,480 | -78,433 | -80.1% | -$561.66万 | 减仓 |
| QQQ | INVESCO QQQ TR | $144.68万 | 0.87% | 2,507 | -93 | -3.6% | -$5.37万 | 减仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $148.85万 | 0.90% | 110,507 | -12,800 | -10.4% | -$17.24万 | 减仓 |