Copia Wealth Management
BEND OR · SEC CIK 0002058771
$1.46亿2026Q1 申报市值
525持仓数
34.6%前十大占比 · 第一大 6.6%
19 / 24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
VYMI 加仓+$240.01万
ELDRIDGE AAA CLO 加仓+$194.86万
RSP 加仓+$163.65万
BUXX 加仓+$155.68万
VT 加仓+$136.20万
2026Q1 卖出最多 按季末市值估算
COWZ 减仓-$141.55万
SPYM 减仓-$138.64万
TBIL 减仓-$134.19万
XLG 减仓-$105.48万
XBIL 减仓-$104.36万
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 |
|---|---|---|---|---|---|---|---|---|
| LMND | LEMONADE INC COM | $1,567 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1,573 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $1,592 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $1,599 | 0.00% | 27 | 27 | — | $1,599 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $1,631 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $1,641 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC COM SHS | $1,646 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $1,662 | 0.00% | 25 | 25 | — | $1,662 | 新建仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1,755 | 0.00% | 16 | -452 | -96.6% | -$4.96万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $1,759 | 0.00% | 12 | -2 | -14.3% | -$293 | 减仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $1,854 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $1,885 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $1,960 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $1,975 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $2,020 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,034 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $2,086 | 0.00% | 19 | -5 | -20.8% | -$549 | 减仓 |
| UFO | PROCURE SPACE ETF | $2,196 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC COM | $2,197 | 0.00% | 9 | -12 | -57.1% | -$2,929 | 减仓 |
| MMM | 3M CO COM | $2,250 | 0.00% | 15 | 3 | 25.0% | $450 | 加仓 |
| STT | STATE STR CORP COM | $2,278 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $2,282 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $2,284 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC COM | $2,292 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $2,302 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $2,351 | 0.00% | 89 | -26 | -22.6% | -$687 | 减仓 |
| TEM | TEMPUS AI INC CL A | $2,397 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD SPONSORD ADS | $2,484 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | $2,539 | 0.00% | 12 | -4 | -25.0% | -$846 | 减仓 |
| BNO | UNITED STATES BRENT OIL FUND LP | $2,548 | 0.00% | 49 | 0 | 0.0% | — | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $2,572 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $2,578 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $2,590 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $2,619 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $2,631 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2,642 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $2,724 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $2,762 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $2,910 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | PLAYBOY INC COM | $3,162 | 0.00% | 2,080 | -303 | -12.7% | -$461 | 减仓 |
| ASPI | ASP ISOTOPES INC COM | $3,227 | 0.00% | 730 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $3,271 | 0.00% | 10 | 10 | — | $3,271 | 新建仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $3,332 | 0.00% | 33 | -46 | -58.2% | -$4,645 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $3,371 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $3,418 | 0.00% | 36 | -6 | -14.3% | -$570 | 减仓 |
| PAYX | PAYCHEX INC COM | $3,593 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3,656 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $3,675 | 0.00% | 170 | 64 | 60.4% | $1,384 | 加仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $3,784 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC COM | $3,905 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $3,974 | 0.00% | 42 | 38 | 950.0% | $3,596 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $3,985 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC COM | $4,081 | 0.00% | 186 | 76 | 69.1% | $1,668 | 加仓 |
| VICR | VICOR CORP COM | $4,186 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $4,224 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $4,225 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $4,244 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $4,260 | 0.00% | 17 | -5 | -22.7% | -$1,253 | 减仓 |
| IRM | IRON MTN INC DEL COM | $4,290 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $4,315 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $4,392 | 0.00% | 53 | 7 | 15.2% | $580 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $4,404 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | $4,457 | 0.00% | 75 | -22 | -22.7% | -$1,307 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $4,573 | 0.00% | 99 | -131 | -57.0% | -$6,051 | 减仓 |
| NXH | BED BATH & BEYOND INC COM | $4,598 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $4,633 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $4,674 | 0.00% | 102 | -313 | -75.4% | -$1.43万 | 减仓 |
| DOV | DOVER CORP COM | $4,794 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $4,883 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4,915 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $4,918 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $4,982 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD COM | $5,064 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LTD COM NEW | $5,130 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $5,132 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $5,154 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $5,310 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC COM | $5,387 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| — | ISHARES GLOBAL UTILITIES ETF | $5,439 | 0.00% | 63 | 63 | — | $5,439 | 新建仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $5,513 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $5,557 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $5,576 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $5,578 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $5,605 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $5,723 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $5,729 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $6,045 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $6,146 | 0.00% | 123 | 85 | 223.7% | $4,247 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $6,268 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $6,388 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $6,450 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $6,469 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $6,518 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $6,623 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $6,669 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $6,669 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $6,732 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $6,785 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $6,790 | 0.00% | 147 | -17 | -10.4% | -$785 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $7,054 | 0.00% | 120 | 0 | 0.0% | — | 不变 |