Copperwynd Financial, LLC 13F 持仓 · 最近申报 2025年Q2
Copperwynd Financial 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 156 只证券，申报市值合计 4.01 亿美元。前几大持仓：VUG（8.03%）、IWB（7.21%）、MGK（6.82%）。本季前 25 大持仓中：新建仓 2 只、增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $32.2M | 8.03% | 73,454 | 增持 |
| 2 | IWB | ISHARES TR | $28.9M | 7.21% | 85,117 | 增持 |
| 3 | MGK | VANGUARD WORLD FD | $27.3M | 6.82% | 74,678 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $23.9M | 5.97% | 135,480 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $21.8M | 5.44% | 382,216 | 减持 |
| 6 | GBCI | GLACIER BANCORP INC NEW | $17.5M | 4.38% | 407,359 | 持平 |
| 7 | AAPL | APPLE INC | $12.7M | 3.17% | 61,907 | 增持 |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $11.4M | 2.84% | 50,120 | 新建仓 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $10.3M | 2.58% | 209,056 | 减持 |
| 10 | SCZ | ISHARES TR | $9.1M | 2.26% | 124,832 | 新建仓 |
| 11 | AGG | ISHARES TR | $7.9M | 1.96% | 79,180 | 增持 |
| 12 | SPY | SPDR S&P 500 ETF TR | $6.7M | 1.68% | 10,897 | 减持 |
| 13 | VOO | VANGUARD INDEX FDS | $6.7M | 1.68% | 11,880 | 增持 |
| 14 | SCHA | SCHWAB STRATEGIC TR | $6.6M | 1.65% | 261,078 | 增持 |
| 15 | TSLA | TESLA INC | $6.5M | 1.62% | 20,390 | 增持 |
| 16 | META | META PLATFORMS INC | $6.2M | 1.55% | 8,433 | 增持 |
| 17 | AVGO | BROADCOM INC | $5.9M | 1.48% | 21,558 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $5.4M | 1.35% | 10,917 | 减持 |
| 19 | NFLX | NETFLIX INC | $5.2M | 1.29% | 3,848 | 增持 |
| 20 | EFA | ISHARES TR | $4.7M | 1.17% | 52,530 | 增持 |
| 21 | GE | GE AEROSPACE | $4.5M | 1.11% | 17,348 | 增持 |
| 22 | PM | PHILIP MORRIS INTL INC | $3.9M | 0.97% | 21,244 | 减持 |
| 23 | WMT | WALMART INC | $3.5M | 0.88% | 36,115 | 增持 |
| 24 | ARCC | ARES CAPITAL CORP | $3.5M | 0.87% | 158,166 | 减持 |
| 25 | AMZN | AMAZON COM INC | $3.4M | 0.84% | 15,414 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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