Columbia River Financial Group, LLC
VANCOUVER WA · SEC CIK 0002057074
$1.72亿2026Q1 申报市值
58持仓数
66.4%前十大占比 · 第一大 10.0%
5 / 1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
KO 新建仓+$87.60万
BNDX 加仓+$78.83万
VUG 加仓+$71.07万
SPAB 加仓+$65.32万
BSV 加仓+$57.78万
2026Q1 卖出最多 按季末市值估算
PMBS 清仓-$24.50万
IDV 减仓-$5.31万
IAGG 减仓-$4.35万
CMDY 减仓-$3.36万
MSFT 减仓-$1.93万
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 |
|---|---|---|---|---|---|---|---|---|
| PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -4,921 | -100.0% | -$24.50万 | 清仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $21.50万 | 0.12% | 4,549 | 4,549 | — | $21.50万 | 新建仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $21.80万 | 0.13% | 9,557 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $22.10万 | 0.13% | 1,071 | 1,071 | — | $22.10万 | 新建仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $22.70万 | 0.13% | 6,789 | 6,789 | — | $22.70万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $23.70万 | 0.14% | 2,677 | 335 | 14.3% | $2.97万 | 加仓 |
| LLY | ELI LILLY & CO COM | $24.50万 | 0.14% | 267 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $25.60万 | 0.15% | 5,682 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $25.90万 | 0.15% | 2,857 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP COM | $26.80万 | 0.16% | 11,239 | 11,239 | — | $26.80万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 ETF | $27.00万 | 0.16% | 413 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $28.50万 | 0.17% | 3,228 | 101 | 3.2% | $8,917 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $30.40万 | 0.18% | 6,125 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $31.60万 | 0.18% | 2,285 | -32 | -1.4% | -$4,425 | 减仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $34.30万 | 0.20% | 9,504 | 0 | 0.0% | — | 不变 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $35.80万 | 0.21% | 7,884 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $41.50万 | 0.24% | 13,631 | 17 | 0.1% | $518 | 加仓 |
| CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | $45.50万 | 0.26% | 7,660 | -565 | -6.9% | -$3.36万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $52.30万 | 0.30% | 8,167 | 1,044 | 14.7% | $6.69万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $54.10万 | 0.31% | 905 | -13 | -1.4% | -$7,771 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $55.40万 | 0.32% | 7,720 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $55.50万 | 0.32% | 9,571 | 396 | 4.3% | $2.30万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $72.00万 | 0.42% | 6,784 | 484 | 7.7% | $5.14万 | 加仓 |
| AAPL | APPLE INC COM | $74.10万 | 0.43% | 2,920 | 966 | 49.4% | $24.51万 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $79.30万 | 0.46% | 22,067 | 1,880 | 9.3% | $6.76万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $79.90万 | 0.46% | 16,543 | -86 | -0.5% | -$4,154 | 减仓 |
| KO | COCA COLA CO COM | $87.60万 | 0.51% | 11,441 | 11,441 | — | $87.60万 | 新建仓 |
| — | EXXON MOBIL CORP COM | $100.40万 | 0.58% | 5,920 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $101.90万 | 0.59% | 6,992 | 111 | 1.6% | $1.62万 | 加仓 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $103.50万 | 0.60% | 20,577 | 1,949 | 10.5% | $9.80万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $106.90万 | 0.62% | 12,338 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $109.30万 | 0.63% | 25,704 | -1,248 | -4.6% | -$5.31万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $110.00万 | 0.64% | 7,432 | -56 | -0.7% | -$8,288 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $128.80万 | 0.75% | 11,392 | 167 | 1.5% | $1.89万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $132.90万 | 0.77% | 26,565 | -870 | -3.2% | -$4.35万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $146.60万 | 0.85% | 3,960 | -52 | -1.3% | -$1.93万 | 减仓 |
| UNP | UNION PAC CORP COM | $156.30万 | 0.91% | 6,442 | 0 | 0.0% | — | 不变 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $161.30万 | 0.94% | 35,262 | 1,367 | 4.0% | $6.25万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $180.10万 | 1.05% | 35,792 | 4,627 | 14.8% | $23.28万 | 加仓 |
| AMZN | AMAZON COM INC COM | $199.00万 | 1.16% | 9,557 | 380 | 4.1% | $7.91万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $215.30万 | 1.25% | 69,562 | 1,340 | 2.0% | $4.15万 | 加仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $245.30万 | 1.42% | 51,301 | 738 | 1.5% | $3.53万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $250.30万 | 1.45% | 46,325 | 393 | 0.9% | $2.12万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $289.00万 | 1.68% | 63,308 | 1,035 | 1.7% | $4.72万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $296.30万 | 1.72% | 11,314 | 179 | 1.6% | $4.69万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $299.90万 | 1.74% | 5,197 | 204 | 4.1% | $11.77万 | 加仓 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $338.50万 | 1.96% | 85,740 | 3,418 | 4.2% | $13.49万 | 加仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $454.70万 | 2.64% | 39,463 | 2,055 | 5.5% | $23.68万 | 加仓 |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | $563.50万 | 3.27% | 157,494 | 8,489 | 5.7% | $30.37万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $589.60万 | 3.42% | 27,418 | 1,285 | 4.9% | $27.63万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $819.10万 | 4.75% | 109,075 | 3,685 | 3.5% | $27.67万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $934.40万 | 5.42% | 194,481 | 16,407 | 9.2% | $78.83万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $959.50万 | 5.57% | 125,371 | 6,002 | 5.0% | $45.94万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $1,124.50万 | 6.53% | 143,423 | 7,369 | 5.4% | $57.78万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1,186.50万 | 6.89% | 27,164 | 1,627 | 6.4% | $71.07万 | 加仓 |
| DWX | STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF | $1,338.40万 | 7.77% | 293,503 | 12,496 | 4.4% | $56.98万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $1,354.90万 | 7.87% | 528,857 | 25,497 | 5.1% | $65.32万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $1,405.00万 | 8.16% | 68,273 | 2,319 | 3.5% | $47.72万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $1,725.50万 | 10.02% | 127,138 | 3,779 | 3.1% | $51.29万 | 加仓 |