Copia Wealth Management
BEND OR · SEC CIK 0002058771
$1.66亿2026Q2 申报市值
563持仓数
33.6%前十大占比 · 第一大 6.3%
53 / 22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
ELDRIDGE AAA CLO 加仓+$91.11万
BUXX 加仓+$85.12万
CLOZ 加仓+$67.37万
FTGC 加仓+$59.85万
STIP 加仓+$57.54万
2026Q2 卖出最多 按季末市值估算
TBIL 减仓-$32.33万
IEF 减仓-$18.61万
SPYM 减仓-$17.80万
CALF 减仓-$13.84万
XLG 减仓-$11.95万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RH | RH COM | $5,930 | 0.00% | 36 | -35 | -49.3% | -$5,765 | 减仓 |
| TJX | TJX COS INC NEW COM | $6,060 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $6,236 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $6,238 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $6,252 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $6,518 | 0.00% | 13 | 3 | 30.0% | $1,504 | 加仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $6,608 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $6,731 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $6,784 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $6,892 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $6,922 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $6,950 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $7,379 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $7,433 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $7,534 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $7,547 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $7,738 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $7,825 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $7,906 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $7,958 | 0.00% | 4 | 2 | 100.0% | $3,979 | 加仓 |
| COP | CONOCOPHILLIPS COM | $8,213 | 0.00% | 79 | 9 | 12.9% | $936 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $8,249 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $8,275 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $8,318 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $8,479 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $8,487 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC COM | $8,679 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $8,685 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $8,767 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $8,816 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| XTL | STATE STREET SPDR S&P TELECOM ETF | $8,872 | 0.01% | 39 | 39 | — | $8,872 | 新建仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $8,910 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $8,920 | 0.01% | 26 | 6 | 30.0% | $2,058 | 加仓 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $8,953 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $8,985 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $9,051 | 0.01% | 161 | -11 | -6.4% | -$618 | 减仓 |
| FDX | FEDEX CORP COM | $9,115 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $9,222 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $9,295 | 0.01% | 16 | 6 | 60.0% | $3,486 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $9,315 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $9,361 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $9,726 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP COM | $9,874 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.01万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC COM | $1.03万 | 0.01% | 1,658 | 928 | 127.1% | $5,772 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $1.03万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.03万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC CL A COM | $1.04万 | 0.01% | 342 | 1 | 0.3% | $30 | 加仓 |
| LIN | LINDE PLC SHS | $1.04万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $1.05万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $1.05万 | 0.01% | 37 | 37 | — | $1.05万 | 新建仓 |
| EIX | EDISON INTL COM | $1.06万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $1.07万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $1.08万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| — | PACER INDUSTRIAL REAL ESTATE ETF | $1.09万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM | $1.10万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| — | A2Z CUST2MATE SOLUTIONS CORP COM | $1.13万 | 0.01% | 1,950 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES MSCI EUROZONE ETF | $1.14万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $1.16万 | 0.01% | 754 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $1.18万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $1.20万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL 100 ETF | $1.20万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X COPPER MINERS ETF | $1.22万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1.22万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $1.23万 | 0.01% | 125 | -7 | -5.3% | -$688 | 减仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $1.26万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $1.30万 | 0.01% | 1,623 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY ETF | $1.31万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD AMER REG 1 CERT | $1.33万 | 0.01% | 1,575 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.33万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $1.34万 | 0.01% | 2,635 | 2,615 | 13,075.0% | $1.33万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1.34万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $1.38万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X ETF | $1.38万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $1.39万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $1.42万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $1.45万 | 0.01% | 78 | 8 | 11.4% | $1,484 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $1.47万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $1.48万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| SCO | PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | $1.50万 | 0.01% | 428 | 428 | — | $1.50万 | 新建仓 |
| GLAS | GLASS HOUSE BRANDS INC SUB REG LTD VTG | $1.50万 | 0.01% | 1,156 | 1,156 | — | $1.50万 | 新建仓 |
| ENVX | ENOVIX CORPORATION COM | $1.51万 | 0.01% | 2,484 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1.53万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1.55万 | 0.01% | 318 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $1.55万 | 0.01% | 121 | 10 | 9.0% | $1,285 | 加仓 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $1.56万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1.56万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.56万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.57万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $1.59万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $1.62万 | 0.01% | 14 | 1 | 7.7% | $1,157 | 加仓 |
| SAP | SAP SE SPON ADR | $1.63万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $1.66万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.67万 | 0.01% | 347 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $1.69万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $1.70万 | 0.01% | 50 | 5 | 11.1% | $1,704 | 加仓 |
| — | KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | $1.79万 | 0.01% | 1,033 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $1.83万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $1.87万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO S&P 500 GARP ETF | $1.90万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |