Columbia Advisory Partners LLC 13F 持仓 · 2026年Q2
Columbia Advisory Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 1.81 亿美元。前几大持仓：QGRW（15.90%）、DGRW（12.11%）、JVAL（5.35%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE TR | $28.8M | 15.90% | 436,638 | 增持 |
| 2 | DGRW | WISDOMTREE TR | $22.0M | 12.11% | 229,630 | 增持 |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | $9.7M | 5.35% | 165,339 | 增持 |
| 4 | BUFB | INNOVATOR ETFS TRUST | $7.4M | 4.08% | 188,191 | 增持 |
| 5 | WTV | WISDOMTREE TR | $6.8M | 3.74% | 66,582 | 增持 |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | $5.5M | 3.03% | 32,238 | 增持 |
| 7 | MTUM | ISHARES TR | $5.4M | 3.00% | 15,883 | 减持 |
| 8 | DGRS | WISDOMTREE TR | $4.7M | 2.60% | 79,482 | 增持 |
| 9 | BUFF | INNOVATOR ETFS TRUST | $4.1M | 2.24% | 76,934 | 增持 |
| 10 | DDWM | WISDOMTREE TR | $3.9M | 2.16% | 84,667 | 增持 |
| 11 | SFLR | INNOVATOR ETFS TRUST | $3.8M | 2.11% | 99,244 | 增持 |
| 12 | MU | MICRON TECHNOLOGY INC | $3.1M | 1.73% | 2,723 | 减持 |
| 13 | IMTM | ISHARES TR | $3.1M | 1.71% | 58,018 | 增持 |
| 14 | CEF | SPROTT ASSET MANAGEMENT LP | $2.8M | 1.54% | 69,291 | 增持 |
| 15 | AVEM | AMERICAN CENTY ETF TR | $2.7M | 1.49% | 27,936 | 增持 |
| 16 | IUSG | ISHARES TR | $2.7M | 1.47% | 14,190 | 持平 |
| 17 | SCHD | SCHWAB STRATEGIC TR | $2.6M | 1.46% | 83,265 | 减持 |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | $2.6M | 1.46% | 33,425 | 减持 |
| 19 | SHAG | WISDOMTREE TR | $2.6M | 1.45% | 55,437 | 减持 |
| 20 | JMBS | JANUS DETROIT STR TR | $2.6M | 1.44% | 58,082 | 减持 |
| 21 | USFR | WISDOMTREE TR | $2.1M | 1.15% | 41,392 | 增持 |
| 22 | HYZD | WISDOMTREE TR | $2.0M | 1.10% | 88,506 | 减持 |
| 23 | LQDH | ISHARES U S ETF TR | $1.7M | 0.96% | 18,768 | 减持 |
| 24 | PSLV | SPROTT ASSET MANAGEMENT LP | $1.7M | 0.95% | 91,538 | 增持 |
| 25 | AAPL | APPLE INC | $1.7M | 0.94% | 5,873 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR