13F 机构持仓

Coign Capital Advisors LLC

Draper UT · SEC CIK 0002056441

2026Q22026Q1 更早 9 个季度 🔒
$1.90亿2026Q1 申报市值
80持仓数
55.9%前十大占比 · 第一大 9.2%
1 / 1新建仓 / 清仓
申报市值走势$2.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

EVTR 9.2%
JHCP 7.1%
PVAL 7.0%
IVOO 5.5%
CGGR 5.2%
TBIL 4.8%
IVV 4.7%
CGMM 4.3%
PGIM ETF TR 4.0%
GOVT 4.0%

2026Q1 买入最多 按季末市值估算

CGMM 加仓+$68.56万
CGGR 加仓+$52.56万
IJH 加仓+$51.86万
EVTR 加仓+$38.17万
IVV 加仓+$35.27万

2026Q1 卖出最多 按季末市值估算

EXXON MOBIL CORP 减仓-$26.07万
ADP 清仓-$22.69万
GOOG 减仓-$19.91万
JNJ 减仓-$18.97万
GOOGL 减仓-$18.04万

2026Q1 持仓明细 点表头排序

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
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -882-100.0% -$22.69万 清仓
QQQ INVESCO QQQ TR $00.00%0 —— — 申报中断
HIVE HIVE DIGITAL TECHNOLOGIES LT $1.90万0.01%10,000 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $19.25万0.10%41,568 -7,625-15.5% -$3.53万 减仓
CAT CATERPILLAR INC $21.13万0.11%298 298— $21.13万 新建仓
AMP AMERIPRISE FINL INC $27.69万0.15%623 00.0% — 不变
CAH CARDINAL HEALTH INC $30.85万0.16%1,460 50.3% $1,057 加仓
GOOGL ALPHABET INC $31.73万0.17%1,103 -627-36.2% -$18.04万 减仓
RTX RTX CORPORATION $36.96万0.19%1,916 -53-2.7% -$1.02万 减仓
FSK FS KKR CAP CORP $50.74万0.27%49,005 9,05422.7% $9.37万 加仓
VTI VANGUARD INDEX FDS $56.88万0.30%1,773 00.0% — 不变
INTU INTUIT $59.11万0.31%1,367 43947.3% $18.98万 加仓
NOW SERVICENOW INC $59.52万0.31%5,693 2,24064.9% $23.42万 加仓
MRSH MARSH & MCLENNAN COS INC $59.84万0.31%3,450 2497.8% $4.32万 加仓
PGR PROGRESSIVE CORP $59.85万0.31%3,019 2167.7% $4.28万 加仓
CI THE CIGNA GROUP $60.55万0.32%2,270 1195.5% $3.17万 加仓
CRM SALESFORCE INC $60.82万0.32%3,258 61323.2% $11.44万 加仓
ABT ABBOTT LABORATORIES $61.29万0.32%5,970 4197.5% $4.30万 加仓
ADBE ADOBE INC $61.91万0.33%2,547 66435.3% $16.14万 加仓
QCOM QUALCOMM INC $61.94万0.33%4,810 3938.9% $5.06万 加仓
UNH UNITEDHEALTH GROUP INC $66.24万0.35%2,448 34816.6% $9.42万 加仓
MA MASTERCARD INCORPORATED $66.60万0.35%1,333 463.6% $2.30万 加仓
ISRG INTUITIVE SURGICAL INC $67.12万0.35%1,456 201.4% $9,220 加仓
SPEM SPDR INDEX SHS FDS $67.44万0.35%14,376 -378-2.6% -$1.77万 减仓
AVGO BROADCOM INC $67.47万0.35%2,180 422.0% $1.30万 加仓
ORLY OREILLY AUTOMOTIVE INC $67.53万0.35%7,316 1031.4% $9,508 加仓
UBER UBER TECHNOLOGIES INC $67.56万0.35%9,392 5566.3% $4.00万 加仓
TMO THERMO FISHER SCIENTIFIC INC $67.61万0.36%1,376 40.3% $1,965 加仓
SCHW SCHWAB CHARLES CORP $68.02万0.36%7,238 4186.1% $3.93万 加仓
PM PHILIP MORRIS INTL INC $72.08万0.38%4,359 2075.0% $3.42万 加仓
AXP AMERICAN EXPRESS CO $72.63万0.38%2,401 -7-0.3% -$2,117 减仓
— HONEYWELL INTL INC $74.16万0.39%3,281 1023.2% $2.31万 加仓
ABBV ABBVIE INC $76.49万0.40%3,517 411.2% $8,917 加仓
LLY ELI LILLY & CO $76.52万0.40%832 -34-3.9% -$3.13万 减仓
BAC BANK AMERICA CORP $77.18万0.41%15,832 2031.3% $9,896 加仓
COP CONOCOPHILLIPS $77.34万0.41%5,859 -1,083-15.6% -$14.30万 减仓
TSLA TESLA INC $77.58万0.41%2,087 201.0% $7,435 加仓
JPM JPMORGAN CHASE & CO $78.06万0.41%2,654 10.0% $294 加仓
CB CHUBB LTD SWITZ $78.53万0.41%2,409 -82-3.3% -$2.67万 减仓
MCK MCKESSON CORP $78.58万0.41%908 -119-11.6% -$10.30万 减仓
PTRB PGIM ETF TR $79.09万0.42%19,041 -901-4.5% -$3.74万 减仓
— EXXON MOBIL CORP $79.72万0.42%4,699 -1,537-24.6% -$26.07万 减仓
C CITIGROUP INC $79.90万0.42%7,045 4186.3% $4.74万 加仓
MS MORGAN STANLEY $80.08万0.42%4,866 601.2% $9,874 加仓
ADI ANALOG DEVICES INC $80.71万0.42%2,537 -318-11.1% -$10.12万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $80.89万0.42%1,688 442.7% $2.11万 加仓
AMD ADVANCED MICRO DEVICES INC $81.11万0.43%3,987 -331-7.7% -$6.73万 减仓
CSCO CISCO SYS INC $81.40万0.43%10,491 -82-0.8% -$6,362 减仓
PEP PEPSICO INC $82.34万0.43%5,302 -13-0.2% -$2,019 减仓
JNJ JOHNSON & JOHNSON $83.07万0.44%3,398 -776-18.6% -$18.97万 减仓
V VISA INC $86.26万0.45%2,854 642.3% $1.93万 加仓
NOC NORTHROP GRUMMAN CORP $87.33万0.46%1,280 -107-7.7% -$7.30万 减仓
APH AMPHENOL CORP $87.40万0.46%6,917 -142-2.0% -$1.79万 减仓
WMT WALMART INC $94.87万0.50%7,633 -742-8.9% -$9.22万 减仓
NFLX NETFLIX INC. $103.77万0.55%10,793 5895.8% $5.66万 加仓
EEM ISHARES TR $112.98万0.59%19,895 1,3377.2% $7.59万 加仓
META META PLATFORMS INC $121.52万0.64%2,124 1105.5% $6.29万 加仓
AMZN AMAZON COM INC $124.92万0.66%5,998 380.6% $7,914 加仓
NVDA NVIDIA CORPORATION $146.46万0.77%8,398 -411-4.7% -$7.17万 减仓
IEFA ISHARES TR $152.33万0.80%16,827 5893.6% $5.33万 加仓
MSFT MICROSOFT CORP $156.99万0.82%4,241 71420.2% $26.43万 加仓
HYG ISHARES TR $169.13万0.89%21,258 6823.3% $5.43万 加仓
AAPL APPLE INC $179.64万0.94%7,078 10.0% $254 加仓
GOOG ALPHABET INC $189.38万1.00%6,602 -694-9.5% -$19.91万 减仓
— PGIM ETF TR $215.50万1.13%38,932 1,5814.2% $8.75万 加仓
IVW ISHARES TR $305.47万1.60%27,007 1,1774.6% $13.31万 加仓
IVE ISHARES TR $309.44万1.63%14,655 6304.5% $13.30万 加仓
SPY STATE STR SPDR S&P 500 ETF T $356.08万1.87%5,474 -70-1.3% -$4.55万 减仓
EVIM MORGAN STANLEY ETF TRUST $490.24万2.58%93,291 1,7841.9% $9.37万 加仓
AGG ISHARES TR $531.32万2.79%53,523 2,2224.3% $22.06万 加仓
IJR ISHARES TR $571.92万3.00%46,007 3560.8% $4.43万 加仓
IJH ISHARES TR $728.70万3.83%107,907 7,6797.7% $51.86万 加仓
GOVT ISHARES TR $764.15万4.01%333,544 7,1282.2% $16.33万 加仓
— PGIM ETF TR $764.88万4.02%180,682 6,9184.0% $29.29万 加仓
CGMM CAPITAL GROUP EQUITY ETF TR $817.07万4.29%278,294 23,3539.2% $68.56万 加仓
IVV ISHARES TR $902.04万4.74%13,809 5404.1% $35.27万 加仓
TBIL RBB FD INC $921.55万4.84%184,828 -3,537-1.9% -$17.64万 减仓
CGGR CAPITAL GROUP GROWTH ETF $995.02万5.23%247,579 13,0775.6% $52.56万 加仓
IVOO VANGUARD ADMIRAL FDS INC $1,041.64万5.47%91,116 -1,482-1.6% -$16.94万 减仓
PVAL PUTNAM ETF TRUST $1,338.59万7.03%288,490 6,3212.2% $29.33万 加仓
JHCP JOHN HANCOCK EXCHANGE TRADED $1,348.34万7.08%536,208 12,9362.5% $32.53万 加仓
EVTR MORGAN STANLEY ETF TRUST $1,742.86万9.16%343,421 7,5212.2% $38.17万 加仓