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 |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC COM CL A | $7,138 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $7,162 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC CL A COM | $7,185 | 0.00% | 341 | 190 | 125.8% | $4,003 | 加仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $7,273 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $7,319 | 0.01% | 70 | -80 | -53.3% | -$8,365 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $7,674 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC COM | $7,743 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $7,816 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $7,885 | 0.01% | 201 | -601 | -74.9% | -$2.36万 | 减仓 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $7,888 | 0.01% | 137 | 72 | 110.8% | $4,146 | 加仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $7,956 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $8,081 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X ETF | $8,120 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $8,365 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $8,515 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $8,552 | 0.01% | 79 | -26 | -24.8% | -$2,815 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $8,645 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM | $8,929 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $8,988 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $9,053 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $9,103 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $9,184 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $9,240 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA SHORT BOND ETF | $9,306 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $9,318 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $9,766 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $9,857 | 0.01% | 95 | -38 | -28.6% | -$3,943 | 减仓 |
| RH | RH COM | $9,927 | 0.01% | 71 | -23 | -24.5% | -$3,216 | 减仓 |
| LIN | LINDE PLC SHS | $9,956 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| — | PACER INDUSTRIAL REAL ESTATE ETF | $9,994 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $1.01万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES MSCI EUROZONE ETF | $1.03万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $1.04万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $1.05万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $1.05万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $1.06万 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL 100 ETF | $1.06万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.08万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD AMER REG 1 CERT | $1.14万 | 0.01% | 1,575 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC COM NEW | $1.16万 | 0.01% | 2,650 | 909 | 52.2% | $3,991 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $1.20万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X COPPER MINERS ETF | $1.21万 | 0.01% | 159 | 73 | 84.9% | $5,574 | 加仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $1.23万 | 0.01% | 172 | -5 | -2.8% | -$358 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1.27万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $1.28万 | 0.01% | 162 | -23 | -12.4% | -$1,817 | 减仓 |
| ENVX | ENOVIX CORPORATION COM | $1.29万 | 0.01% | 2,484 | 147 | 6.3% | $761 | 加仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP COM | $1.30万 | 0.01% | 1,950 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $1.34万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $1.35万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $1.35万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $1.36万 | 0.01% | 139 | 14 | 11.2% | $1,366 | 加仓 |
| ECL | ECOLAB INC COM | $1.36万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $1.37万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $1.40万 | 0.01% | 754 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.41万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1.44万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $1.47万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $1.49万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $1.50万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY ETF | $1.51万 | 0.01% | 87 | 4 | 4.8% | $692 | 加仓 |
| BITO | PROSHARES BITCOIN ETF | $1.51万 | 0.01% | 1,623 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.51万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $1.54万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $1.55万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $1.56万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $1.56万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $1.57万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1.58万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $1.58万 | 0.01% | 132 | -8 | -5.7% | -$960 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1.62万 | 0.01% | 318 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $1.63万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.63万 | 0.01% | 347 | 347 | — | $1.63万 | 新建仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $1.67万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $1.71万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $1.72万 | 0.01% | 192 | 10 | 5.5% | $896 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $1.78万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $1.81万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $1.90万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | $1.93万 | 0.01% | 1,033 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $1.99万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $1.99万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $2.04万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $2.07万 | 0.01% | 215 | -103 | -32.4% | -$9,927 | 减仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $2.14万 | 0.01% | 287 | 109 | 61.2% | $8,131 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $2.16万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.17万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $2.36万 | 0.02% | 557 | -1,029 | -64.9% | -$4.37万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $2.44万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $2.48万 | 0.02% | 497 | -210 | -29.7% | -$1.05万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $2.54万 | 0.02% | 210 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $2.55万 | 0.02% | 288 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $2.57万 | 0.02% | 165 | 165 | — | $2.57万 | 新建仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $2.57万 | 0.02% | 268 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $2.60万 | 0.02% | 5,235 | 427 | 8.9% | $2,118 | 加仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $2.64万 | 0.02% | 310 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $2.69万 | 0.02% | 38 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $2.71万 | 0.02% | 31 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $2.88万 | 0.02% | 281 | 1 | 0.4% | $103 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $2.90万 | 0.02% | 327 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $2.93万 | 0.02% | 236 | 0 | 0.0% | — | 不变 |