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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -4,030 | -100.0% | -$11.05万 | 清仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -1,910 | -100.0% | -$6.23万 | 清仓 |
| MCHI | ISHARES MSCI CHINA ETF | $0 | 0.00% | 0 | -952 | -100.0% | -$5.72万 | 清仓 |
| HODL | VANECK BITCOIN ETF | $0 | 0.00% | 0 | -569 | -100.0% | -$1.41万 | 清仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$8,906 | 清仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $0 | 0.00% | 0 | -26 | -100.0% | -$6,576 | 清仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $0 | 0.00% | 0 | -108 | -100.0% | -$5,183 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$4,503 | 清仓 |
| — | FIDELITY ETHEREUM FUND ETF | $0 | 0.00% | 0 | -103 | -100.0% | -$3,050 | 清仓 |
| VHT | VANGUARD HEALTH CARE ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$2,015 | 清仓 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$932 | 清仓 |
| PALL | ABRDN PHYSICAL PALLADIUM SHARES ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$872 | 清仓 |
| — | CONFLUENT INC CLASS A COM | $0 | 0.00% | 0 | -9 | -100.0% | -$272 | 清仓 |
| — | SOFI NEXT 500 ETF | $0 | 0.00% | 0 | -15 | -100.0% | -$244 | 清仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$224 | 清仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$104 | 清仓 |
| BBLU | EA BRIDGEWAY BLUE CHIP ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$46 | 清仓 |
| — | EXPION360 INC COM NEW | $3 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $7 | 0.00% | 0 | 0 | — | — | 清仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $8 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $9 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | VALARIS LTD WT EXP 042928 | $16 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC COM | $17 | 0.00% | 0 | 0 | — | — | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $19 | 0.00% | 0 | 0 | — | — | 清仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $22 | 0.00% | 0 | 0 | — | — | 清仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $32 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $48 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $48 | 0.00% | 0 | 0 | — | — | 清仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $71 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $73 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $86 | 0.00% | 20 | 20 | — | $86 | 新建仓 |
| CWH | CAMPING WORLD HLDGS INC CL A | $109 | 0.00% | 16 | -55 | -77.5% | -$375 | 减仓 |
| STNE | STONECO LTD COM CL A | $141 | 0.00% | 10 | 10 | — | $141 | 新建仓 |
| FLGT | FULGENT GENETICS INC COM | $159 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $167 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $181 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | ORGANIGRAM GLOBAL INC COM | $190 | 0.00% | 142 | 142 | — | $190 | 新建仓 |
| NOK | NOKIA CORP SPONSORED ADR | $201 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BKAG | BNY MELLON CORE BOND ETF | $211 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $275 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CALY | CALLAWAY GOLF CO COM | $278 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $297 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $297 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $304 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | SPEAR ALPHA ETF | $356 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL COM | $370 | 0.00% | 10 | 10 | — | $370 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ACTIVEBETA WORLD EQUITY ETF | $450 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $450 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $463 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $479 | 0.00% | 22 | -7 | -24.1% | -$152 | 减仓 |
| MDB | MONGODB INC CL A | $490 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $516 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC CLASS A COM STK | $529 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $587 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES MSCI INDIA SMALL CAP ETF | $600 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $602 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $605 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RWX | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $612 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $621 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $622 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | STRIVE NATURAL RESOURCES AND SECURITY ETF | $681 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | SPROTT JUNIOR URANIUM MINERS ETF | $703 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $716 | 0.00% | 7 | -1 | -12.5% | -$102 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $721 | 0.00% | 15 | -6 | -28.6% | -$288 | 减仓 |
| ALK | ALASKA AIR GROUP INC COM | $736 | 0.00% | 20 | 20 | — | $736 | 新建仓 |
| COMP | COMPASS INC CL A | $738 | 0.00% | 101 | 101 | — | $738 | 新建仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $752 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $769 | 0.00% | 30 | -5 | -14.3% | -$128 | 减仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $834 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $851 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $894 | 0.00% | 7 | -4 | -36.4% | -$511 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $933 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $940 | 0.00% | 20 | 20 | — | $940 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $944 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | SUNOPTA INC COM | $1,024 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $1,032 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $1,062 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $1,075 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $1,079 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BKCH | GLOBAL X BLOCKCHAIN ETF | $1,117 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $1,140 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1,175 | 0.00% | 3 | 3 | — | $1,175 | 新建仓 |
| — | HEDGEYE 130/30 EQUITY ETF | $1,181 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $1,191 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $1,204 | 0.00% | 20 | 5 | 33.3% | $301 | 加仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $1,205 | 0.00% | 35 | -1 | -2.8% | -$34 | 减仓 |
| SONO | SONOS INC COM | $1,206 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1,241 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $1,242 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HECA | HEDGEYE CAPITAL ALLOCATION ETF | $1,270 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1,312 | 0.00% | 16 | -4 | -20.0% | -$328 | 减仓 |
| — | EXXON MOBIL CORP COM | $1,357 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $1,370 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,383 | 0.00% | 3 | -1 | -25.0% | -$461 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1,389 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $1,412 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $1,443 | 0.00% | 17 | -10 | -37.0% | -$849 | 减仓 |
| EOG | EOG RES INC COM | $1,446 | 0.00% | 10 | -3 | -23.1% | -$434 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,512 | 0.00% | 5 | -2 | -28.6% | -$605 | 减仓 |