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 |
|---|---|---|---|---|---|---|---|---|
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $3,784 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $3,675 | 0.00% | 170 | 64 | 60.4% | $1,384 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3,656 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $3,593 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $3,418 | 0.00% | 36 | -6 | -14.3% | -$570 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $3,371 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $3,332 | 0.00% | 33 | -46 | -58.2% | -$4,645 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $3,271 | 0.00% | 10 | 10 | — | $3,271 | 新建仓 |
| ASPI | ASP ISOTOPES INC COM | $3,227 | 0.00% | 730 | 0 | 0.0% | — | 不变 |
| — | PLAYBOY INC COM | $3,162 | 0.00% | 2,080 | -303 | -12.7% | -$461 | 减仓 |
| WSO | WATSCO INC COM | $2,910 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $2,762 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $2,724 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2,642 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $2,631 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $2,619 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $2,590 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $2,578 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $2,572 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BNO | UNITED STATES BRENT OIL FUND LP | $2,548 | 0.00% | 49 | 0 | 0.0% | — | 重新持有 |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | $2,539 | 0.00% | 12 | -4 | -25.0% | -$846 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $2,484 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC CL A | $2,397 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $2,351 | 0.00% | 89 | -26 | -22.6% | -$687 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $2,302 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC COM | $2,292 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $2,284 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $2,282 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $2,278 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $2,250 | 0.00% | 15 | 3 | 25.0% | $450 | 加仓 |
| HUBS | HUBSPOT INC COM | $2,197 | 0.00% | 9 | -12 | -57.1% | -$2,929 | 减仓 |
| UFO | PROCURE SPACE ETF | $2,196 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $2,086 | 0.00% | 19 | -5 | -20.8% | -$549 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,034 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $2,020 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $1,975 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $1,960 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $1,885 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD ORD SHS CL A | $1,854 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $1,759 | 0.00% | 12 | -2 | -14.3% | -$293 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1,755 | 0.00% | 16 | -452 | -96.6% | -$4.96万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1,662 | 0.00% | 25 | 25 | — | $1,662 | 新建仓 |
| AS | AMER SPORTS INC COM SHS | $1,646 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $1,641 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $1,631 | 0.00% | 7 | 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 |
| APP | APPLOVIN CORP COM CL A | $1,592 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1,573 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC COM | $1,567 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $1,512 | 0.00% | 5 | -2 | -28.6% | -$605 | 减仓 |
| EOG | EOG RES INC COM | $1,446 | 0.00% | 10 | -3 | -23.1% | -$434 | 减仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $1,443 | 0.00% | 17 | -10 | -37.0% | -$849 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $1,412 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1,389 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,383 | 0.00% | 3 | -1 | -25.0% | -$461 | 减仓 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $1,370 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $1,357 | 0.00% | 8 | 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 |
| HECA | HEDGEYE CAPITAL ALLOCATION ETF | $1,270 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $1,242 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1,241 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SONO | SONOS INC COM | $1,206 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STATES COPPER INDEX FUND | $1,205 | 0.00% | 35 | -1 | -2.8% | -$34 | 减仓 |
| XYZ | BLOCK INC CL A | $1,204 | 0.00% | 20 | 5 | 33.3% | $301 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $1,191 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | HEDGEYE 130/30 EQUITY ETF | $1,181 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1,175 | 0.00% | 3 | 3 | — | $1,175 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC COM | $1,140 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BKCH | GLOBAL X BLOCKCHAIN ETF | $1,117 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $1,079 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $1,075 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $1,062 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $1,032 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | SUNOPTA INC COM | $1,024 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $944 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $940 | 0.00% | 20 | 20 | — | $940 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $933 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $894 | 0.00% | 7 | -4 | -36.4% | -$511 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $851 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $834 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $769 | 0.00% | 30 | -5 | -14.3% | -$128 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $752 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC CL A | $738 | 0.00% | 101 | 101 | — | $738 | 新建仓 |
| ALK | ALASKA AIR GROUP INC COM | $736 | 0.00% | 20 | 20 | — | $736 | 新建仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $721 | 0.00% | 15 | -6 | -28.6% | -$288 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $716 | 0.00% | 7 | -1 | -12.5% | -$102 | 减仓 |
| — | SPROTT JUNIOR URANIUM MINERS ETF | $703 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | STRIVE NATURAL RESOURCES AND SECURITY ETF | $681 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $622 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $621 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RWX | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $612 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $605 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $602 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES MSCI INDIA SMALL CAP ETF | $600 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $587 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC CLASS A COM STK | $529 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $516 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $490 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $479 | 0.00% | 22 | -7 | -24.1% | -$152 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $463 | 0.00% | 6 | 0 | 0.0% | — | 不变 |