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 |
|---|---|---|---|---|---|---|---|---|
| HECA | HEDGEYE CAPITAL ALLOCATION ETF | $1,201 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,193 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $1,166 | 0.00% | 37 | 22 | 146.7% | $693 | 加仓 |
| XYZ | BLOCK INC CL A | $1,140 | 0.00% | 15 | -5 | -25.0% | -$380 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $1,133 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $1,133 | 0.00% | 1 | 1 | — | $1,133 | 新建仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1,108 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $1,099 | 0.00% | 6 | 6 | — | $1,099 | 新建仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $1,085 | 0.00% | 17 | 17 | — | $1,085 | 新建仓 |
| PEP | PEPSICO INC COM | $1,083 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $1,083 | 0.00% | 5 | 5 | — | $1,083 | 新建仓 |
| BA | BOEING CO COM | $1,082 | 0.00% | 5 | 5 | — | $1,082 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $982 | 0.00% | 2 | 2 | — | $982 | 新建仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $966 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $894 | 0.00% | 3 | 3 | — | $894 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $817 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $801 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $771 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $766 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $739 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $722 | 0.00% | 36 | 36 | — | $722 | 新建仓 |
| SMIN | ISHARES MSCI INDIA SMALL CAP ETF | $707 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $694 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $682 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $676 | 0.00% | 22 | 22 | — | $676 | 新建仓 |
| MDB | MONGODB INC CL A | $672 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | STRIVE NATURAL RESOURCES AND SECURITY ETF | $649 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RWX | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $621 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $598 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $598 | 0.00% | 45 | 20 | 80.0% | $266 | 加仓 |
| — | SPEAR ALPHA ETF | $580 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | SPROTT JUNIOR URANIUM MINERS ETF | $558 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $529 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ACTIVEBETA WORLD EQUITY ETF | $508 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $460 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $455 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC CLASS A COM STK | $452 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $424 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $395 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC COM | $394 | 0.00% | 2 | 2 | — | $394 | 新建仓 |
| COHR | COHERENT CORP COM | $394 | 0.00% | 1 | 1 | — | $394 | 新建仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $386 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CALY | CALLAWAY GOLF CO COM | $376 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $349 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $340 | 0.00% | 3 | 3 | — | $340 | 新建仓 |
| B | BARRICK MNG CORP COM SHS | $220 | 0.00% | 6 | 6 | — | $220 | 新建仓 |
| CHWY | CHEWY INC CL A | $216 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BKAG | BNY MELLON CORE BOND ETF | $210 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FLGT | FULGENT GENETICS INC COM | $205 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $201 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $201 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | VANECK DIGITAL NATIVE ECONOMY ETF | $185 | 0.00% | 5 | 5 | — | $185 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $155 | 0.00% | 2 | 2 | — | $155 | 新建仓 |
| NIO | NIO INC SPON ADS | $152 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CWH | CAMPING WORLD HLDGS INC CL A | $122 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL BALL METAVERSE ETF | $92 | 0.00% | 5 | 5 | — | $92 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $85 | 0.00% | 0 | 0 | — | -$32 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $76 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $52 | 0.00% | 0 | 0 | — | -$48 | 清仓 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $36 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| FRO | FRONTLINE PLC COM | $35 | 0.00% | 1 | 1 | — | $35 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $25 | 0.00% | 0 | 0 | — | -$19 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $18 | 0.00% | 0 | 0 | — | -$22 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $17 | 0.00% | 0 | 0 | — | -$17 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $15 | 0.00% | 2 | 2 | — | $15 | 新建仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $10 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $9 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| — | VALARIS LTD WT EXP 042928 | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $7 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| — | EXPION360 INC COM SHS | $2 | 0.00% | 5 | 5 | — | $2 | 新建仓 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $0 | 0.00% | 0 | -190 | -100.0% | -$9,103 | 清仓 |
| — | ISHARES GLOBAL UTILITIES ETF | $0 | 0.00% | 0 | -63 | -100.0% | -$5,439 | 清仓 |
| U | UNITY SOFTWARE INC COM | $0 | 0.00% | 0 | -186 | -100.0% | -$4,081 | 清仓 |
| BNO | UNITED STATES BRENT OIL FUND LP | $0 | 0.00% | 0 | -49 | -100.0% | -$2,548 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -8 | -100.0% | -$1,357 | 清仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $0 | 0.00% | 0 | -35 | -100.0% | -$1,205 | 清仓 |
| — | SUNOPTA INC COM | $0 | 0.00% | 0 | -158 | -100.0% | -$1,024 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $0 | 0.00% | 0 | -5 | -100.0% | -$933 | 清仓 |
| COMP | COMPASS INC CL A | $0 | 0.00% | 0 | -101 | -100.0% | -$738 | 清仓 |
| ALK | ALASKA AIR GROUP INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$736 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $0 | 0.00% | 0 | -10 | -100.0% | -$370 | 清仓 |
| — | ORGANIGRAM GLOBAL INC COM | $0 | 0.00% | 0 | -142 | -100.0% | -$190 | 清仓 |
| STNE | STONECO LTD COM CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$141 | 清仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $0 | 0.00% | 0 | -20 | -100.0% | -$86 | 清仓 |
| — | EXPION360 INC COM NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$3 | 清仓 |