Coordinated Financial Services, Inc.
DENVER CO · SEC CIK 0002055532
$1.74亿2026Q1 申报市值
176持仓数
30.5%前十大占比 · 第一大 11.4%
14 / 21新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INNOVATOR ETFS T 新建仓+$143.98万
VT 加仓+$82.71万
BALT 新建仓+$80.85万
BSV 加仓+$74.98万
JEPQ 加仓+$36.38万
2026Q1 卖出最多 按季末市值估算
ITOT 减仓-$57.74万
DSI 清仓-$51.45万
BIL 减仓-$37.10万
OEF 清仓-$35.98万
JPST 减仓-$32.90万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,994.07万 | 11.44% | 30,527 | 334 | 1.1% | $21.82万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $548.30万 | 3.15% | 8,431 | -101 | -1.2% | -$6.57万 | 减仓 |
| GLD | SPDR GOLD TR | $406.11万 | 2.33% | 9,438 | -563 | -5.6% | -$24.23万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $399.97万 | 2.29% | 12,467 | -490 | -3.8% | -$15.72万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $360.46万 | 2.07% | 26,060 | 5,980 | 29.8% | $82.71万 | 加仓 |
| EFA | ISHARES TR | $349.87万 | 2.01% | 36,021 | 603 | 1.7% | $5.86万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $334.58万 | 1.92% | 109,054 | -2,151 | -1.9% | -$6.60万 | 减仓 |
| VB | VANGUARD INDEX FDS | $332.22万 | 1.91% | 12,684 | 165 | 1.3% | $4.32万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $298.99万 | 1.72% | 63,506 | 1,552 | 2.5% | $7.31万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $293.30万 | 1.68% | 45,893 | -1,537 | -3.2% | -$9.82万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $290.09万 | 1.66% | 36,997 | 9,563 | 34.9% | $74.98万 | 加仓 |
| LQD | ISHARES TR | $272.24万 | 1.56% | 24,979 | 1,239 | 5.2% | $13.50万 | 加仓 |
| GOVT | ISHARES TR | $262.62万 | 1.51% | 114,631 | 2,091 | 1.9% | $4.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $228.74万 | 1.31% | 13,116 | -257 | -1.9% | -$4.48万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $224.85万 | 1.29% | 15,182 | -106 | -0.7% | -$1.57万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $213.03万 | 1.22% | 27,627 | 1,202 | 4.5% | $9.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $195.64万 | 1.12% | 3,390 | -278 | -7.6% | -$16.04万 | 减仓 |
| MBB | ISHARES TR | $184.76万 | 1.06% | 19,458 | 334 | 1.7% | $3.17万 | 加仓 |
| WMT | WALMART INC | $181.74万 | 1.04% | 14,623 | -915 | -5.9% | -$11.37万 | 减仓 |
| AMZN | AMAZON COM INC | $179.63万 | 1.03% | 8,625 | 161 | 1.9% | $3.35万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $172.42万 | 0.99% | 3,598 | -35 | -1.0% | -$1.68万 | 减仓 |
| IGSB | ISHARES TR | $156.32万 | 0.90% | 29,742 | 1,691 | 6.0% | $8.89万 | 加仓 |
| VO | VANGUARD INDEX FDS | $155.43万 | 0.89% | 5,412 | 46 | 0.9% | $1.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $154.50万 | 0.89% | 4,174 | -365 | -8.0% | -$13.51万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $154.38万 | 0.89% | 66,485 | 6,847 | 11.5% | $15.90万 | 加仓 |
| DVY | ISHARES TR | $146.78万 | 0.84% | 9,694 | 1,525 | 18.7% | $23.09万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $145.76万 | 0.84% | 6,709 | 90 | 1.4% | $1.96万 | 加仓 |
| IEFA | ISHARES TR | $145.17万 | 0.83% | 16,036 | -559 | -3.4% | -$5.06万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $143.98万 | 0.83% | 76,750 | 76,750 | — | $143.98万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $143.97万 | 0.83% | 25,931 | 6,553 | 33.8% | $36.38万 | 加仓 |
| IJR | ISHARES TR | $141.30万 | 0.81% | 11,367 | 1,047 | 10.1% | $13.01万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $135.13万 | 0.78% | 18,350 | 1,747 | 10.5% | $12.86万 | 加仓 |
| IWM | ISHARES TR | $133.40万 | 0.77% | 5,379 | -382 | -6.6% | -$9.47万 | 减仓 |
| IEMG | ISHARES INC | $132.24万 | 0.76% | 18,959 | 728 | 4.0% | $5.08万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $132.09万 | 0.76% | 1,326 | -14 | -1.0% | -$1.39万 | 减仓 |
| PFF | ISHARES TR | $129.68万 | 0.74% | 42,769 | 1,703 | 4.1% | $5.16万 | 加仓 |
| — | BANK AMERICA CORP | $125.17万 | 0.72% | 1,051 | 3 | 0.3% | $3,573 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $124.20万 | 0.71% | 6,471 | -197 | -3.0% | -$3.78万 | 减仓 |
| V | VISA INC | $122.52万 | 0.70% | 4,054 | 6 | 0.1% | $1,813 | 加仓 |
| AVGO | BROADCOM INC | $118.51万 | 0.68% | 3,829 | -103 | -2.6% | -$3.19万 | 减仓 |
| META | META PLATFORMS INC | $116.05万 | 0.67% | 2,028 | -22 | -1.1% | -$1.26万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $115.43万 | 0.66% | 47,559 | 4,802 | 11.2% | $11.65万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $108.22万 | 0.62% | 13,078 | -162 | -1.2% | -$1.34万 | 减仓 |
| IUSG | ISHARES TR | $105.95万 | 0.61% | 6,830 | -132 | -1.9% | -$2.05万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $104.08万 | 0.60% | 62,253 | -1,818 | -2.8% | -$3.04万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $103.50万 | 0.59% | 41,819 | 1,162 | 2.9% | $2.88万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $103.48万 | 0.59% | 11,666 | -2,752 | -19.1% | -$24.41万 | 减仓 |
| — | VANGUARD INTL EQUITY INDEX F 看跌期权 | $102.36万 | 0.59% | 7,400 | 7,400 | — | $102.36万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $100.98万 | 0.58% | 51,453 | 1,203 | 2.4% | $2.36万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $100.60万 | 0.58% | 29,993 | 463 | 1.6% | $1.55万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $96.65万 | 0.55% | 17,052 | -3,889 | -18.6% | -$22.04万 | 减仓 |
| AAPL | APPLE INC | $95.05万 | 0.55% | 3,745 | -80 | -2.1% | -$2.03万 | 减仓 |
| GDX | VANECK ETF TRUST | $92.18万 | 0.53% | 10,045 | -3,275 | -24.6% | -$30.05万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $91.22万 | 0.52% | 36,893 | 4,273 | 13.1% | $10.56万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $90.02万 | 0.52% | 9,603 | 2,643 | 38.0% | $24.78万 | 加仓 |
| ITOT | ISHARES TR | $89.14万 | 0.51% | 6,258 | -4,054 | -39.3% | -$57.74万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $88.67万 | 0.51% | 43,418 | 172 | 0.4% | $3,513 | 加仓 |
| HD | HOME DEPOT INC | $85.69万 | 0.49% | 2,605 | -8 | -0.3% | -$2,631 | 减仓 |
| QUAL | ISHARES TR | $85.06万 | 0.49% | 4,435 | 36 | 0.8% | $6,904 | 加仓 |
| VBK | VANGUARD INDEX FDS | $84.10万 | 0.48% | 2,782 | 40 | 1.5% | $1.21万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $83.82万 | 0.48% | 14,815 | -371 | -2.4% | -$2.10万 | 减仓 |
| — | WELLS FARGO & CO | $83.21万 | 0.48% | 720 | 10 | 1.4% | $1.16万 | 加仓 |
| SMOT | VANECK ETF TRUST | $81.30万 | 0.47% | 23,102 | 984 | 4.4% | $3.46万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $81.12万 | 0.47% | 41,534 | -2,534 | -5.8% | -$4.95万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $80.85万 | 0.46% | 24,159 | 24,159 | — | $80.85万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $78.33万 | 0.45% | 5,343 | -78 | -1.4% | -$1.14万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $77.28万 | 0.44% | 16,929 | 1,000 | 6.3% | $4.57万 | 加仓 |
| — | EXXON MOBIL CORP | $77.12万 | 0.44% | 4,546 | -289 | -6.0% | -$4.90万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $76.46万 | 0.44% | 9,990 | 18 | 0.2% | $1,378 | 加仓 |
| IQLT | ISHARES TR | $76.04万 | 0.44% | 16,449 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $76.03万 | 0.44% | 3,654 | 207 | 6.0% | $4.31万 | 加仓 |
| IWF | ISHARES TR | $72.91万 | 0.42% | 1,710 | 4 | 0.2% | $1,706 | 加仓 |
| IMTM | ISHARES TR | $71.98万 | 0.41% | 14,990 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $70.14万 | 0.40% | 34,067 | 126 | 0.4% | $2,594 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $70.11万 | 0.40% | 42,592 | -1,852 | -4.2% | -$3.05万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $69.41万 | 0.40% | 37,198 | 104 | 0.3% | $1,941 | 加仓 |
| IUSV | ISHARES TR | $69.40万 | 0.40% | 6,787 | 58 | 0.9% | $5,931 | 加仓 |
| RTX | RTX CORPORATION | $69.38万 | 0.40% | 3,597 | 30 | 0.8% | $5,786 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $68.88万 | 0.40% | 2,341 | -94 | -3.9% | -$2.77万 | 减仓 |
| IJH | ISHARES TR | $68.34万 | 0.39% | 10,121 | -2,762 | -21.4% | -$18.65万 | 减仓 |
| TLTW | ISHARES TR | $67.92万 | 0.39% | 30,025 | 15,435 | 105.8% | $34.91万 | 加仓 |
| GOOGL | ALPHABET INC | $66.73万 | 0.38% | 2,321 | -129 | -5.3% | -$3.71万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $65.79万 | 0.38% | 13,000 | -6,500 | -33.3% | -$32.90万 | 减仓 |
| BX | BLACKSTONE INC | $62.71万 | 0.36% | 5,454 | -670 | -10.9% | -$7.70万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $61.81万 | 0.35% | 7,798 | 713 | 10.1% | $5.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $61.14万 | 0.35% | 2,955 | -43 | -1.4% | -$8,896 | 减仓 |
| SYK | STRYKER CORPORATION | $60.68万 | 0.35% | 1,847 | 3 | 0.2% | $986 | 加仓 |
| VTV | VANGUARD INDEX FDS | $60.06万 | 0.34% | 3,061 | 11 | 0.4% | $2,158 | 加仓 |
| COWZ | PACER FDS TR | $59.17万 | 0.34% | 9,458 | 40 | 0.4% | $2,502 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $56.92万 | 0.33% | 2,328 | -400 | -14.7% | -$9.78万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $56.12万 | 0.32% | 1,285 | 66 | 5.4% | $2.88万 | 加仓 |
| BIL | SPDR SERIES TRUST | $55.88万 | 0.32% | 6,098 | -4,049 | -39.9% | -$37.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $54.58万 | 0.31% | 913 | -50 | -5.2% | -$2.99万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $54.46万 | 0.31% | 883 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $53.84万 | 0.31% | 2,550 | -151 | -5.6% | -$3.19万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $52.87万 | 0.30% | 9,782 | 441 | 4.7% | $2.38万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $52.51万 | 0.30% | 10,513 | 1,019 | 10.7% | $5.09万 | 加仓 |
| TMUS | T-MOBILE US INC | $51.89万 | 0.30% | 2,470 | -12 | -0.5% | -$2,521 | 减仓 |
| IUSB | ISHARES TR | $50.99万 | 0.29% | 11,039 | 194 | 1.8% | $8,961 | 加仓 |
| — | HONEYWELL INTL INC | $49.60万 | 0.28% | 2,195 | 303 | 16.0% | $6.85万 | 加仓 |