Columbia River Financial Group, LLC
VANCOUVER WA · SEC CIK 0002057074
$1.86亿2026Q2 申报市值
58持仓数
67.0%前十大占比 · 第一大 9.3%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
USFR 加仓+$902.60万
VUG 加仓+$131.96万
BSV 加仓+$107.11万
XOM 新建仓+$80.90万
BNDX 加仓+$77.78万
2026Q2 卖出最多 按季末市值估算
SPAB 减仓-$548.63万
VIG 减仓-$450.92万
EXXON MOBIL CORP 清仓-$100.40万
SCHM 减仓-$57.56万
VWO 减仓-$31.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -5,920 | -100.0% | -$100.40万 | 清仓 |
| CVX | CHEVRON CORPORATION COM | $0 | 0.00% | 0 | -1,071 | -100.0% | -$22.10万 | 清仓 |
| GOVT | ISHARES U.S. TRSY BND | $21.70万 | 0.12% | 9,557 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP | $22.80万 | 0.12% | 4,380 | -1,302 | -22.9% | -$6.78万 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOC | $23.20万 | 0.12% | 4,651 | 102 | 2.2% | $5,088 | 加仓 |
| SPIB | STATE ST SPDR PORT INT TERM CORP BND | $24.60万 | 0.13% | 7,359 | 570 | 8.4% | $1.91万 | 加仓 |
| VNQ | VNGRD REAL ESTATE | $25.80万 | 0.14% | 2,682 | 5 | 0.2% | $481 | 加仓 |
| IVV | ISHARES CORE SP 500 | $28.20万 | 0.15% | 376 | -37 | -9.0% | -$2.77万 | 减仓 |
| INTC | INTEL CORP COM | $29.20万 | 0.16% | 2,094 | 2,094 | — | $29.20万 | 新建仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOC | $31.00万 | 0.17% | 3,182 | -46 | -1.4% | -$4,481 | 减仓 |
| LLY | ELI LILLY and CO COM | $32.00万 | 0.17% | 267 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE EMRGNG MKTS HIGH DIV | $32.90万 | 0.18% | 6,125 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH | $33.40万 | 0.18% | 2,857 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP COM | $35.20万 | 0.19% | 11,239 | 0 | 0.0% | — | 不变 |
| VT | VNGRD TOTAL WORLD STOCK | $36.30万 | 0.19% | 2,316 | 31 | 1.4% | $4,859 | 加仓 |
| NUDM | NUVEEN ESG INTL DEV MKTS EQY | $38.00万 | 0.20% | 9,504 | 0 | 0.0% | — | 不变 |
| NULV | NUVEEN ESG LARGE-CAP VALUE | $39.40万 | 0.21% | 7,884 | 0 | 0.0% | — | 不变 |
| CMDY | ISHARES BLOOMBERG ROLL SEL COMM STGY | $43.10万 | 0.23% | 7,816 | 156 | 2.0% | $8,602 | 加仓 |
| SCHV | SCH U.S. LARGE-CAP VALUE | $47.20万 | 0.25% | 13,569 | -62 | -0.5% | -$2,157 | 减仓 |
| VEA | VNGRD FTSE DEV MKTS | $50.80万 | 0.27% | 7,130 | -1,037 | -12.7% | -$7.39万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $58.90万 | 0.32% | 7,720 | 0 | 0.0% | — | 不变 |
| VOO | VNGRD SP 500 | $62.10万 | 0.33% | 905 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE U.S. SMALLCAP | $64.00万 | 0.34% | 9,448 | -123 | -1.3% | -$8,332 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BND | $67.70万 | 0.36% | 6,298 | -486 | -7.2% | -$5.22万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $80.90万 | 0.43% | 5,920 | 5,920 | — | $80.90万 | 新建仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIV | $81.60万 | 0.44% | 20,070 | -1,997 | -9.0% | -$8.12万 | 减仓 |
| AAPL | APPLE INC COM | $82.70万 | 0.44% | 2,860 | -60 | -2.1% | -$1.73万 | 减仓 |
| SPSM | STATE ST SPDR PORT SP 600 SMALL CAP | $85.30万 | 0.46% | 14,805 | -1,738 | -10.5% | -$10.01万 | 减仓 |
| VSS | VNGRD FTSE ALL-WORLD EX-US SMALL-CAP | $88.90万 | 0.48% | 5,762 | -1,230 | -17.6% | -$18.98万 | 减仓 |
| KO | COCA COLA CO COM | $93.50万 | 0.50% | 11,441 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTL SEL DIV | $103.50万 | 0.56% | 24,998 | -706 | -2.7% | -$2.92万 | 减仓 |
| MEAR | ISHARES SHORT MATURITY MUN BND ACTIVE | $104.30万 | 0.56% | 20,720 | 143 | 0.7% | $7,198 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTL STOCK | $115.40万 | 0.62% | 12,096 | -242 | -2.0% | -$2.31万 | 减仓 |
| VYM | VNGRD HIGH DIV YIELD IDX | $116.10万 | 0.62% | 7,350 | -82 | -1.1% | -$1.30万 | 减仓 |
| IAGG | ISHARES CORE INTL AGG BND | $135.10万 | 0.73% | 26,707 | 142 | 0.5% | $7,183 | 加仓 |
| MSFT | MICROSOFT CORP COM | $144.90万 | 0.78% | 3,884 | -76 | -1.9% | -$2.84万 | 减仓 |
| IVW | ISHARES SP 500 GROWTH | $151.60万 | 0.81% | 11,030 | -362 | -3.2% | -$4.98万 | 减仓 |
| UNP | UNION PAC CORP COM | $175.20万 | 0.94% | 6,442 | 0 | 0.0% | — | 不变 |
| RWO | STATE ST SPDR DJ GLOBAL REAL ESTATE | $192.50万 | 1.03% | 38,733 | 3,471 | 9.8% | $17.25万 | 加仓 |
| VIG | VNGRD DIV APP | $197.80万 | 1.06% | 8,360 | -19,058 | -69.5% | -$450.92万 | 减仓 |
| SCHM | SCH U.S. MID-CAP | $198.90万 | 1.07% | 53,950 | -15,612 | -22.4% | -$57.56万 | 减仓 |
| AMZN | AMAZON COM INC COM | $227.70万 | 1.22% | 9,557 | 0 | 0.0% | — | 不变 |
| VWO | VNGRD FTSE EMRGNG MKTS | $244.60万 | 1.31% | 40,985 | -5,340 | -11.5% | -$31.87万 | 减仓 |
| SHM | STATE ST SPDR NUVEEN ICE SH TRM MUN BND | $269.00万 | 1.44% | 56,084 | 4,783 | 9.3% | $22.94万 | 加仓 |
| SPDW | STATE ST SPDR PORT DEV WORLD EX-US | $287.30万 | 1.54% | 57,031 | -6,277 | -9.9% | -$31.62万 | 减仓 |
| VB | VNGRD MORN SMALL-CAP | $319.30万 | 1.72% | 10,534 | -780 | -6.9% | -$23.64万 | 减仓 |
| EDIV | STATE ST SPDR SP EMRGNG MKTS DIV | $364.90万 | 1.96% | 89,112 | 3,372 | 3.9% | $13.81万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $375.00万 | 2.01% | 5,093 | -104 | -2.0% | -$7.66万 | 减仓 |
| EQWL | INVESCO SP 100 EQUAL WEIGHT | $514.70万 | 2.76% | 39,897 | 434 | 1.1% | $5.60万 | 加仓 |
| BCD | ABRDN BLOOMBERG ALL COMM | $552.90万 | 2.97% | 161,907 | 4,413 | 2.8% | $15.07万 | 加仓 |
| SPAB | STATE ST SPDR PORT AGG BND | $801.00万 | 4.30% | 313,874 | -214,983 | -40.7% | -$548.63万 | 减仓 |
| VEU | VNGRD FTSE ALL-WORLD EX-US IDX | $946.80万 | 5.09% | 113,062 | 3,987 | 3.7% | $33.39万 | 加仓 |
| BNDX | VNGRD TOTAL INTL BND | $1,019.60万 | 5.48% | 210,543 | 16,062 | 8.3% | $77.78万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TRSY | $1,082.80万 | 5.82% | 215,067 | 179,275 | 500.9% | $902.60万 | 加仓 |
| SPYM | STATE ST SPDR PORT SP 500 | $1,100.60万 | 5.91% | 125,249 | -122 | -0.1% | -$1.07万 | 减仓 |
| BSV | VNGRD SHORT-TERM BND | $1,224.50万 | 6.58% | 157,171 | 13,748 | 9.6% | $107.11万 | 加仓 |
| DWX | STATE ST SPDR SP INTL DIV | $1,355.50万 | 7.28% | 294,945 | 1,442 | 0.5% | $6.63万 | 加仓 |
| VUG | VNGRD MORN GROWTH | $1,535.90万 | 8.25% | 178,303 | 15,319 | 9.4% | $131.96万 | 加仓 |
| VXF | VNGRD EXTENDED MKT | $1,667.00万 | 8.95% | 67,708 | -565 | -0.8% | -$13.91万 | 减仓 |
| HDV | ISHARES CORE HIGH DIV | $1,732.30万 | 9.30% | 632,009 | -3,681 | -0.6% | -$10.09万 | 减仓 |