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 |
|---|---|---|---|---|---|---|---|---|
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $1.35万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $1.34万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| — | A2Z CUST2MATE SOLUTIONS CORP COM | $1.30万 | 0.01% | 1,950 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION COM | $1.29万 | 0.01% | 2,484 | 147 | 6.3% | $761 | 加仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $1.28万 | 0.01% | 162 | -23 | -12.4% | -$1,817 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1.27万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $1.23万 | 0.01% | 172 | -5 | -2.8% | -$358 | 减仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $1.21万 | 0.01% | 159 | 73 | 84.9% | $5,574 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $1.20万 | 0.01% | 60 | 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 |
| AEG | AEGON LTD AMER REG 1 CERT | $1.14万 | 0.01% | 1,575 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.08万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL 100 ETF | $1.06万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $1.06万 | 0.01% | 12 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $1.05万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $1.05万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $1.04万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES MSCI EUROZONE ETF | $1.03万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $1.01万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| — | PACER INDUSTRIAL REAL ESTATE ETF | $9,994 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $9,956 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| RH | RH COM | $9,927 | 0.01% | 71 | -23 | -24.5% | -$3,216 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $9,857 | 0.01% | 95 | -38 | -28.6% | -$3,943 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $9,766 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $9,318 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA SHORT BOND ETF | $9,306 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $9,240 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $9,184 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $9,103 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $9,053 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $8,988 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM | $8,929 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $8,645 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $8,552 | 0.01% | 79 | -26 | -24.8% | -$2,815 | 减仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $8,515 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $8,365 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| TNA | DIREXION DAILY SMALL CAP BULL 3X ETF | $8,120 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $8,081 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $7,956 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $7,888 | 0.01% | 137 | 72 | 110.8% | $4,146 | 加仓 |
| ALLY | ALLY FINL INC COM | $7,885 | 0.01% | 201 | -601 | -74.9% | -$2.36万 | 减仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $7,816 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC COM | $7,743 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $7,674 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $7,319 | 0.01% | 70 | -80 | -53.3% | -$8,365 | 减仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $7,273 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC CL A COM | $7,185 | 0.00% | 341 | 190 | 125.8% | $4,003 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $7,162 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $7,138 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $7,054 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $6,790 | 0.00% | 147 | -17 | -10.4% | -$785 | 减仓 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $6,785 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $6,732 | 0.00% | 7 | 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 |
| LRCX | LAM RESEARCH CORP COM NEW | $6,623 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $6,518 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $6,469 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $6,450 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $6,388 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $6,268 | 0.00% | 100 | 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 |
| V | VISA INC COM CL A | $6,045 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $5,729 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $5,723 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $5,605 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $5,578 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $5,576 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $5,557 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| UTES | VIRTUS REAVES UTILITIES ETF | $5,513 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | ISHARES GLOBAL UTILITIES ETF | $5,439 | 0.00% | 63 | 63 | — | $5,439 | 新建仓 |
| MDU | MDU RES GROUP INC COM | $5,387 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $5,310 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $5,154 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $5,132 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LTD COM NEW | $5,130 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD COM | $5,064 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $4,982 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $4,918 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4,915 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $4,883 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $4,794 | 0.00% | 23 | 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 |
| PFE | PFIZER INC COM | $4,633 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC COM | $4,598 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $4,573 | 0.00% | 99 | -131 | -57.0% | -$6,051 | 减仓 |
| CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | $4,457 | 0.00% | 75 | -22 | -22.7% | -$1,307 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $4,404 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $4,392 | 0.00% | 53 | 7 | 15.2% | $580 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $4,315 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $4,290 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $4,260 | 0.00% | 17 | -5 | -22.7% | -$1,253 | 减仓 |
| RTX | RTX CORPORATION COM | $4,244 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $4,225 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $4,224 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP COM | $4,186 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC COM | $4,081 | 0.00% | 186 | 76 | 69.1% | $1,668 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $3,985 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $3,974 | 0.00% | 42 | 38 | 950.0% | $3,596 | 加仓 |
| AN | AUTONATION INC COM | $3,905 | 0.00% | 20 | 0 | 0.0% | — | 不变 |