Coppell Advisory Solutions LLC 13F 持仓 · 2026年Q2
Coppell Advisory Solutions 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 553 只证券,申报市值合计 11.79 亿美元。前几大持仓:BLOK(10.39%)、SOFI(5.06%)、IGM(3.24%)。本季前 25 大持仓中:新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BLOK | AMPLIFY ETF TR | $122.5M | 10.39% | 54 | 新建仓 |
| 2 | SOFI | SOFI TECHNOLOGIES INC | $59.7M | 5.06% | 620 | 新建仓 |
| 3 | IGM | ISHARES TR | $38.2M | 3.24% | 27 | 新建仓 |
| 4 | IXG | ISHARES TR | $32.4M | 2.75% | 117 | 新建仓 |
| 5 | IGV | ISHARES TR | $31.5M | 2.67% | 1,223 | 新建仓 |
| 6 | SPYM | SPDR SERIES TRUST | $29.4M | 2.49% | 583,394 | 新建仓 |
| 7 | BND | VANGUARD BD INDEX FDS | $27.4M | 2.32% | 706,151 | 新建仓 |
| 8 | SRLN | SSGA ACTIVE ETF TR | $27.0M | 2.29% | 1.2M | 新建仓 |
| 9 | HOOD | ROBINHOOD MKTS INC | $26.6M | 2.25% | 48 | 新建仓 |
| 10 | SOLS | SOLSTICE ADVANCED MATLS INC | $20.9M | 1.77% | 11,102 | 新建仓 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $20.5M | 1.74% | 11,414 | 新建仓 |
| 12 | ITOT | ISHARES TR | $19.1M | 1.62% | 311 | 新建仓 |
| 13 | IVE | ISHARES TR | $17.6M | 1.50% | 17 | 新建仓 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $17.3M | 1.47% | 22,860 | 新建仓 |
| 15 | ANAB | ANAPTYSBIO INC | $16.6M | 1.41% | 3,638 | 新建仓 |
| 16 | TIP | ISHARES TR | $14.5M | 1.23% | 7 | 新建仓 |
| 17 | FLRN | SPDR SERIES TRUST | $14.3M | 1.21% | 873,369 | 新建仓 |
| 18 | MS | MORGAN STANLEY | $13.1M | 1.11% | 2,295 | 新建仓 |
| 19 | SPCM | INVESTMENT MANAGERS SER TR I | $12.5M | 1.06% | 100 | 新建仓 |
| 20 | IQV | IQVIA HLDGS INC | $11.6M | 0.99% | 156 | 新建仓 |
| 21 | NUS | NU SKIN ENTERPRISES INC | $11.3M | 0.96% | 235 | 新建仓 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $11.0M | 0.93% | 19,884 | 新建仓 |
| 23 | COHR | COHERENT CORP | $10.6M | 0.90% | 64 | 新建仓 |
| 24 | IWB | ISHARES TR | $10.5M | 0.89% | 88 | 新建仓 |
| 25 | SLYG | SPDR SERIES TRUST | $10.0M | 0.85% | 2,540 | 新建仓 |
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