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 |
|---|---|---|---|---|---|---|---|---|
| DSI | ISHARES TR | $0 | 0.00% | 0 | -3,994 | -100.0% | -$51.45万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,049 | -100.0% | -$35.98万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -8,759 | -100.0% | -$32.09万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -2,153 | -100.0% | -$31.17万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -10,145 | -100.0% | -$26.70万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,596 | -100.0% | -$24.76万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -711 | -100.0% | -$23.48万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -3,799 | -100.0% | -$23.10万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,198 | -100.0% | -$22.03万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -2,795 | -100.0% | -$21.50万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -4,009 | -100.0% | -$20.36万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -3,092 | -100.0% | -$20.26万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -915 | -100.0% | -$20.11万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -1,624 | -100.0% | -$20.02万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -12,400 | -100.0% | -$14.55万 | 清仓 |
| — | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -28 | -100.0% | -$1.41万 | 清仓 |
| — | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -47 | -100.0% | -$1.33万 | 清仓 |
| — | INVESCO QQQ TR | $0 | 0.00% | 0 | -19 | -100.0% | -$1.21万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -67 | -100.0% | -$8,258 | 清仓 |
| — | NVIDIA CORPORATION | $0 | 0.00% | 0 | -10 | -100.0% | -$7,600 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -26 | -100.0% | -$2,426 | 清仓 |
| NUV | NUVEEN MUN VALUE FD INC | $8.99万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $10.65万 | 0.06% | 23,150 | -4,700 | -16.9% | -$2.16万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $16.46万 | 0.09% | 15,132 | 570 | 3.9% | $6,202 | 加仓 |
| — | WHITESTONE REIT | $18.77万 | 0.11% | 11,624 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $20.38万 | 0.12% | 4,478 | 4,478 | — | $20.38万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $20.44万 | 0.12% | 2,950 | 2,950 | — | $20.44万 | 新建仓 |
| AOA | ISHARES TR | $20.95万 | 0.12% | 2,367 | 66 | 2.9% | $5,842 | 加仓 |
| AOK | ISHARES TR | $20.98万 | 0.12% | 5,260 | 5,260 | — | $20.98万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $21.87万 | 0.13% | 7,273 | 226 | 3.2% | $6,796 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $21.89万 | 0.13% | 4,683 | 198 | 4.4% | $9,255 | 加仓 |
| VOX | VANGUARD WORLD FD | $21.90万 | 0.13% | 1,218 | 71 | 6.2% | $1.28万 | 加仓 |
| ORCL | ORACLE CORP | $22.18万 | 0.13% | 1,508 | 102 | 7.3% | $1.50万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $22.70万 | 0.13% | 2,415 | -115 | -4.5% | -$1.08万 | 减仓 |
| VIS | VANGUARD WORLD FD | $22.93万 | 0.13% | 734 | 33 | 4.7% | $1.03万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $22.98万 | 0.13% | 4,655 | -1,468 | -24.0% | -$7.25万 | 减仓 |
| AOM | ISHARES TR | $23.30万 | 0.13% | 4,918 | 310 | 6.7% | $1.47万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $23.31万 | 0.13% | 4,220 | 4,220 | — | $23.31万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $23.61万 | 0.14% | 1,197 | 1,197 | — | $23.61万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $23.76万 | 0.14% | 2,521 | 2,521 | — | $23.76万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $24.00万 | 0.14% | 9,116 | 206 | 2.3% | $5,424 | 加仓 |
| NFLX | NETFLIX INC. | $24.13万 | 0.14% | 2,510 | 2,510 | — | $24.13万 | 新建仓 |
| ABBV | ABBVIE INC | $24.99万 | 0.14% | 1,149 | 3 | 0.3% | $653 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $26.22万 | 0.15% | 7,820 | 7,820 | — | $26.22万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $26.91万 | 0.15% | 749 | 45 | 6.4% | $1.62万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.12万 | 0.16% | 14,325 | 575 | 4.2% | $1.09万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $27.18万 | 0.16% | 12,853 | 127 | 1.0% | $2,686 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $27.56万 | 0.16% | 1,100 | 1,100 | — | $27.56万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $28.08万 | 0.16% | 465 | 1 | 0.2% | $604 | 加仓 |
| MP | MP MATERIALS CORP | $28.21万 | 0.16% | 5,845 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $28.82万 | 0.17% | 3,600 | 3,600 | — | $28.82万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $29.83万 | 0.17% | 3,154 | 125 | 4.1% | $1.18万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $30.23万 | 0.17% | 1,528 | 1,528 | — | $30.23万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $30.33万 | 0.17% | 19,100 | 1,500 | 8.5% | $2.38万 | 加仓 |
| CAT | CATERPILLAR INC | $30.34万 | 0.17% | 428 | -22 | -4.9% | -$1.56万 | 减仓 |
| SUB | ISHARES TR | $30.35万 | 0.17% | 2,850 | 11 | 0.4% | $1,172 | 加仓 |
| VFH | VANGUARD WORLD FD | $30.91万 | 0.18% | 2,559 | 210 | 8.9% | $2.54万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $31.01万 | 0.18% | 3,440 | 675 | 24.4% | $6.08万 | 加仓 |
| KR | KROGER CO | $31.26万 | 0.18% | 4,320 | 22 | 0.5% | $1,592 | 加仓 |
| WM | WASTE MGMT INC DEL | $31.91万 | 0.18% | 1,389 | 3 | 0.2% | $689 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $32.55万 | 0.19% | 11,194 | 60 | 0.5% | $1,745 | 加仓 |
| OKE | ONEOK INC NEW | $32.68万 | 0.19% | 3,615 | 385 | 11.9% | $3.48万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $32.86万 | 0.19% | 2,002 | -170 | -7.8% | -$2.79万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $33.57万 | 0.19% | 13,375 | 1,337 | 11.1% | $3.36万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $35.37万 | 0.20% | 5,027 | -95 | -1.9% | -$6,684 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $35.58万 | 0.20% | 3,244 | 1,004 | 44.8% | $11.01万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $36.13万 | 0.21% | 7,872 | 22 | 0.3% | $1,010 | 加仓 |
| SPSM | SPDR SERIES TRUST | $36.41万 | 0.21% | 7,535 | 21 | 0.3% | $1,015 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.83万 | 0.21% | 9,585 | -870 | -8.3% | -$3.34万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $37.20万 | 0.21% | 3,356 | -168 | -4.8% | -$1.86万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $37.21万 | 0.21% | 12,773 | 151 | 1.2% | $4,399 | 加仓 |
| TJX | TJX COS INC NEW | $37.78万 | 0.22% | 2,366 | -72 | -3.0% | -$1.15万 | 减仓 |
| MS | MORGAN STANLEY | $37.93万 | 0.22% | 2,305 | 856 | 59.1% | $14.08万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $38.04万 | 0.22% | 6,209 | 3,107 | 100.2% | $19.03万 | 重新持有 |
| IGF | ISHARES TR | $38.49万 | 0.22% | 5,745 | 586 | 11.4% | $3.93万 | 加仓 |
| BA | BOEING CO | $38.71万 | 0.22% | 1,945 | 800 | 69.9% | $15.92万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $38.97万 | 0.22% | 3,989 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $38.98万 | 0.22% | 2,933 | -167 | -5.4% | -$2.22万 | 减仓 |
| — | ISHARES TR | $39.43万 | 0.23% | 16,308 | 852 | 5.5% | $2.06万 | 加仓 |
| TLT | ISHARES TR | $39.86万 | 0.23% | 4,598 | 201 | 4.6% | $1.74万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $40.21万 | 0.23% | 7,479 | 200 | 2.7% | $1.08万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $40.47万 | 0.23% | 6,600 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $41.30万 | 0.24% | 1,933 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $43.11万 | 0.25% | 4,382 | -264 | -5.7% | -$2.60万 | 减仓 |
| PFE | PFIZER INC | $43.67万 | 0.25% | 15,553 | 336 | 2.2% | $9,435 | 加仓 |
| ITA | ISHARES TR | $44.07万 | 0.25% | 2,015 | -119 | -5.6% | -$2.60万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $44.28万 | 0.25% | 15,449 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $44.70万 | 0.26% | 1,558 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $44.73万 | 0.26% | 4,506 | -19 | -0.4% | -$1,886 | 减仓 |
| PEP | PEPSICO INC | $45.17万 | 0.26% | 2,909 | -91 | -3.0% | -$1.41万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.33万 | 0.26% | 536 | 34 | 6.8% | $2.88万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $45.85万 | 0.26% | 4,683 | -1,923 | -29.1% | -$18.83万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $45.89万 | 0.26% | 3,177 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $46.60万 | 0.27% | 3,525 | 16 | 0.5% | $2,115 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $46.65万 | 0.27% | 7,281 | -1,367 | -15.8% | -$8.76万 | 减仓 |
| LLY | ELI LILLY & CO | $46.82万 | 0.27% | 509 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $47.63万 | 0.27% | 6,990 | -1,560 | -18.2% | -$10.63万 | 减仓 |
| — | HONEYWELL INTL INC | $49.60万 | 0.28% | 2,195 | 303 | 16.0% | $6.85万 | 加仓 |
| IUSB | ISHARES TR | $50.99万 | 0.29% | 11,039 | 194 | 1.8% | $8,961 | 加仓 |
| TMUS | T-MOBILE US INC | $51.89万 | 0.30% | 2,470 | -12 | -0.5% | -$2,521 | 减仓 |