Copperleaf Capital, LLC 13F 持仓 · 最近申报 2025年Q3
Copperleaf Capital 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 114 只证券，申报市值合计 2.09 亿美元。前几大持仓：IBIT（16.72%）、FBTC（6.40%）、CBOJ（3.33%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST ETF | $34.9M | 16.72% | 536,552 | 增持 |
| 2 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $13.3M | 6.40% | 133,669 | 增持 |
| 3 | CBOJ | CALAMOS ETF TR | $7.0M | 3.33% | 266,056 | 减持 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $6.1M | 2.95% | 159,338 | 减持 |
| 5 | DCOR | DIMENSIONAL ETF TRUST | $5.5M | 2.62% | 76,009 | 增持 |
| 6 | IVV | ISHARES TR | $5.3M | 2.56% | 7,970 | 减持 |
| 7 | EFV | ISHARES TR | $5.2M | 2.48% | 76,325 | 增持 |
| 8 | IUSB | ISHARES TR | $4.9M | 2.34% | 104,341 | 减持 |
| 9 | QUAL | ISHARES TR | $4.5M | 2.16% | 23,186 | 减持 |
| 10 | DYNF | BLACKROCK ETF TRUST | $4.3M | 2.08% | 73,220 | 减持 |
| 11 | IVW | ISHARES TR | $4.3M | 2.06% | 35,540 | 减持 |
| 12 | EOSE | EOS ENERGY ENTERPRISES INC | $3.6M | 1.75% | 320,200 | 持平 |
| 13 | IVE | ISHARES TR | $3.6M | 1.71% | 17,291 | 减持 |
| 14 | IAU | ISHARES GOLD TR | $3.5M | 1.67% | 47,867 | 增持 |
| 15 | DFIC | DIMENSIONAL ETF TRUST | $3.4M | 1.62% | 103,094 | 增持 |
| 16 | GOOGL | ALPHABET INC | $3.3M | 1.60% | 13,763 | 减持 |
| 17 | AMZN | AMAZON COM INC | $3.2M | 1.52% | 14,473 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $3.1M | 1.50% | 6,048 | 减持 |
| 19 | VOO | VANGUARD INDEX FDS | $3.1M | 1.49% | 5,077 | 减持 |
| 20 | IEMG | ISHARES INC | $3.0M | 1.44% | 45,444 | 增持 |
| 21 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3.0M | 1.42% | 10,571 | 减持 |
| 22 | META | META PLATFORMS INC | $2.9M | 1.37% | 3,890 | 减持 |
| 23 | VTI | VANGUARD INDEX FDS | $2.6M | 1.23% | 7,819 | 减持 |
| 24 | OEF | ISHARES TR | $2.4M | 1.14% | 7,151 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO. | $2.2M | 1.04% | 6,857 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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