Copley Financial Group, Inc. 13F 申报历史与持股

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.7亿

申报季度: 2026-03-31 · 持股只数: 134

Copley Financial Group, Inc.在最新一期 13F 报告中披露了 134 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 23.7%。

浏览其他1 亿至 10 亿美元机构浏览其他以“C”开头的机构

机构性格雪花图

集中度: 18.12
持仓稳定性: 23.67
动能／逆势: 100
行业集中度: 40.55
多样化: 100
仓位均衡度: 79.39

近期动向

加仓 GLDM
+56.1%　US$626.9万
减仓 SIVR
-80.1%　-US$522.8万
减仓 SECT
-18.9%　-US$469.2万
减仓 SPAB
-7.9%　-US$100.2万
加仓 ECOW
+5.1%　US$153.3万
减仓 MOAT
-4.8%　-US$89.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 115 大持股（共 134 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	GLDM	Spdr Gold Minishares Trust	ETF-避险与商品	9.22%	+3.64%	+56.14%
2	SECT	Main Sector Rotation ETF	ETF-其他	8.90%	-3.13%	-18.93%
3	COWZ	Pacer US Cash Cows 100 ETF	ETF-其他	8.11%	+0.43%	+4.16%
4	ECOW	Pacer Emerging Markets Cash	ETF-新兴市场	7.16%	+0.77%	+5.08%
5	PSFF	Pacer Swan Sos Fund Of Funds	ETF-其他	6.85%	-0.44%	-2.78%
6	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	6.63%	-0.79%	-7.90%
7	MOAT	Vaneck Morningstar Wide Moat	ETF-其他	4.31%	-0.66%	-4.80%
8	PAVE	Global X US Infrastructure	ETF-其他	4.06%	+0.34%	+5.24%
9	GDXJ	Vaneck Junior Gold Miners	ETF-避险与商品	3.39%	+0.24%	+4.58%
10	EINC	Vaneck Energy Income ETF	ETF-其他	3.16%	+3.16%	NEW
11	BUYW	Main Buywrite ETF	ETF-其他	1.86%	-0.11%	-1.52%
12	CAT	Caterpillar INC	股票-工业	1.58%	+0.24%	-2.12%
13	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	1.42%	+0.17%	+16.11%
14	PALL	Abrdn Physical Palladium Shs	ETF-避险与商品	1.38%	—	+8.51%
15	LMT	Lockheed Martin CORP	股票-工业	1.23%	+0.22%	-0.21%
16	CVX	Chevron CORP	股票-能源	1.05%	+0.40%	+22.39%
17	GBIL	Goldman Sachs Access Treasur	ETF-避险与商品	1.03%	+0.37%	+59.91%
18	NREF	Nexpoint Real Estate Finance	股票-其他	0.90%	-0.17%	-10.38%
19	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.87%	-0.12%	-3.58%
20	SIVR	Abrdn Physical Silver Shares	ETF-避险与商品	0.84%	-3.26%	-80.10%
21	MSFT	Microsoft CORP	股票-科技	0.72%	-0.10%	+16.99%
22	GSY	Invesco Ultra Short Duration	ETF-其他	0.67%	-0.21%	-21.78%
23	UYLD	Angel Oak Ultrashort Income	ETF-其他	0.66%	-0.20%	-21.32%
24	GOOG	Alphabet Inc-cl C	股票-通信服务	0.52%	-0.11%	-7.41%
25	NVDA	Nvidia CORP	股票-科技	0.52%	-0.08%	-4.81%
26	IGTR	Innovator Grad Tact Rotation	ETF-其他	0.51%	-0.12%	-17.01%
27	XOM	Exxon Mobil CORP	股票-能源	0.50%	+0.23%	+35.86%
28	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	0.49%	—	-3.47%
29	JPM	Jpmorgan Chase & Co	股票-金融	0.48%	—	-0.48%
30	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	0.41%	—	-0.67%
31	AMZN	Amazon.com INC	股票-周期性消费	0.41%	-0.08%	-5.45%
32	TGT	Target CORP	股票-周期性消费	0.40%	—	-9.75%
33	C	Citigroup INC	股票-金融	0.40%	—	-2.69%
34	GD	General Dynamics CORP	股票-工业	0.38%	—	-0.22%
35	AAPL	Apple INC	股票-科技	0.37%	—	-4.91%
36	EOG	Eog Resources INC	股票-能源	0.37%	+0.13%	+13.08%
37	WMT	Walmart INC	股票-非周期性消费	0.37%	—	-3.33%
38	LYB	LyondellBasell Industries N.V.	股票-原材料	0.36%	+0.13%	-13.26%
39	MS	Morgan Stanley	股票-金融	0.36%	-0.06%	-6.72%
40	GS	Goldman Sachs Group INC	股票-金融	0.35%	—	-8.87%
41	KO	Coca-cola Co/the	股票-非周期性消费	0.34%	—	-7.59%
42	AVGO	Broadcom INC	股票-科技	0.33%	-0.07%	-4.56%
43	XYLD	Global X S&p 500 Cove Call E	ETF-大型股与成长	0.32%	—	+22.06%
44	JNJ	Johnson & Johnson	股票-医疗保健	0.31%	+0.04%	+1.67%
45	RAAX	Vaneck Real Assets ETF	ETF-其他	0.31%	—	-1.77%
46	TMAT	Main Thematic Innovation ETF	ETF-其他	0.31%	—	-6.14%
47	MDT	Medtronic plc	股票-医疗保健	0.31%	-0.06%	-6.80%
48	MOO	Vaneck Agribusiness ETF	ETF-其他	0.30%	—	-2.39%
49	MCD	Mcdonald's CORP	股票-周期性消费	0.30%	—	-6.74%
50	ETN	Eaton Corporation plc	股票-工业	0.30%	—	-6.13%

1–50 of 115

投资组合表现

Q3 2026表现

+2.3%

近4个季度表现

+22.1%

基于可获取价格的持仓（占申报价值的55%）计算

标准差: +9.2%
贝塔系数: +0.54
阿尔法: +4.6%
最大回撤: -5.6%
年化表现: +13%
对标普胜率: +55%
索提诺比率: +2.36
斯图泽指数: +0.39
特雷诺比率: +0.23
斯特林比率: +0.89
卡玛比率: +2.33
信息比率: -0.26
跟踪误差: +8.3%
下行标准差: +5.4%
正收益月份占比: +70%
负收益月份占比: +30%
最佳12个月: +28.1%
最差12个月: +9.8%
效率比率: +0.46
夏普比率: +1.38
行业分散度: +6.3%
偏度: -0.77
峰度: -0.46
上行潜力: +3.93

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	134	US$1.7亿	24	1GLDM 2SECT 3COWZ 主要持股2026-03-31 1.GLDM 2.SECT 3.COWZ 4.ECOW 5.PSFF 6.SPAB 7.MOAT 8.PAVE 9.GDXJ 10.EINC
2025-12-31	130	US$1.6亿	34	1SECT 2COWZ 3SPAB 主要持股2025-12-31 1.SECT 2.COWZ 3.SPAB 4.PSFF 5.ECOW 6.GLDM 7.MOAT 8.SIVR 9.PAVE 10.GDXJ
2025-09-30	114	US$1.5亿	46	1SECT 2SPAB 3COWZ 主要持股2025-09-30 1.SECT 2.SPAB 3.COWZ 4.PSFF 5.ECOW 6.GLDM 7.MOAT 8.RAAX 9.SIVR 10.BUYW
2025-06-30	111	US$1.3亿	0	1SECT 2SPAB 3COWZ 主要持股2025-06-30 1.SECT 2.SPAB 3.COWZ 4.GLDM 5.PSFF 6.ECOW 7.MOAT 8.RAAX 9.SIVR 10.BUYW
2025-03-31	129	US$1.3亿	0	1SECT 2SPAB 3COWZ 主要持股2025-03-31 1.SECT 2.SPAB 3.COWZ 4.GLDM 5.MOAT 6.RAAX 7.ECOW 8.CALF 9.SIVR 10.PSFF
2024-12-31	127	US$1.3亿	0	1SECT 2SPAB 3COWZ 主要持股2024-12-31 1.SECT 2.SPAB 3.COWZ 4.MOAT 5.GLDM 6.RAAX 7.CALF 8.ECOW 9.GSY 10.ULST
2024-09-30	365	US$1.1亿	0	1SPAB 2SECT 3GLDM 主要持股2024-09-30 1.SPAB 2.SECT 3.GLDM 4.COWZ 5.MOAT 6.ULST 7.GSY 8.IGTR 9.RAAX 10.CALF

本季持股变动

Copley Financial Group, Inc. 在 2026-03-31 最显著的持仓异动：新建仓: Vaneck Energy Income ETF (EINC); 新建仓: Conocophillips (COP); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: AstraZeneca PLC (AZN); 清仓: Dollar General CORP (DG).

Copley Financial Group, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	GLDM	Spdr Gold Minishares Trust	+3.6%	+56.14%	加仓
2	ECOW	Pacer Emerging Markets Cash	+0.8%	+5.08%	加仓
3	COWZ	Pacer US Cash Cows 100 ETF	+0.4%	+4.16%	加仓
4	CVX	Chevron CORP	+0.4%	+22.39%	加仓
5	GBIL	Goldman Sachs Access Treasur	+0.4%	+59.91%	加仓
6	PAVE	Global X US Infrastructure	+0.3%	+5.24%	加仓
7	GDXJ	Vaneck Junior Gold Miners	+0.2%	+4.58%	加仓
8	CAT	Caterpillar INC	+0.2%	-2.12%	减仓
9	XOM	Exxon Mobil CORP	+0.2%	+35.86%	加仓
10	LMT	Lockheed Martin CORP	+0.2%	-0.21%	减仓
11	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.2%	+16.11%	加仓
12	LYB	LyondellBasell Industries N.V.	+0.1%	-13.26%	减仓
13	EOG	Eog Resources INC	+0.1%	+13.08%	加仓
14	SPYI	Neos S&p 500 High Income ETF	+0.1%	+84.74%	加仓
15	VOD	Vodafone Group Plc-sp Adr	+0.1%	+28.80%	加仓
16	ARW	Arrow Electronics INC	+0.1%	+24.65%	加仓
17	RYLD	Global X Russell 2000 Cov Cl	+0.1%	+53.89%	加仓
18	QYLD	Global X Nasd 100 Cov Call	+0.1%	+41.34%	加仓
19	JNJ	Johnson & Johnson	0%	+1.67%	加仓
20	WFC	Wells Fargo & Co	-0.1%	-5.81%	减仓
21	MDT	Medtronic plc	-0.1%	-6.80%	减仓
22	MS	Morgan Stanley	-0.1%	-6.72%	减仓
23	META	Meta Platforms Inc-class A	-0.1%	-5.49%	减仓
24	BAC	Bank Of America CORP	-0.1%	-7.77%	减仓
25	AVGO	Broadcom INC	-0.1%	-4.56%	减仓
26	ABT	Abbott Laboratories	-0.1%	-4.42%	减仓
27	AMZN	Amazon.com INC	-0.1%	-5.45%	减仓
28	NVDA	Nvidia CORP	-0.1%	-4.81%	减仓
29	UNH	Unitedhealth Group INC	-0.1%	-5.30%	减仓
30	QCOM	Qualcomm INC	-0.1%	-15.97%	减仓
31	MSFT	Microsoft CORP	-0.1%	+16.99%	加仓
32	GOOG	Alphabet Inc-cl C	-0.1%	-7.41%	减仓
33	BUYW	Main Buywrite ETF	-0.1%	-1.52%	减仓
34	JEF	Jefferies Financial Group In	-0.1%	-5.48%	减仓
35	IGTR	Innovator Grad Tact Rotation	-0.1%	-17.01%	减仓
36	QQQ	Invesco Qqq Trust Series 1	-0.1%	-3.58%	减仓
37	NREF	Nexpoint Real Estate Finance	-0.2%	-10.38%	减仓
38	UYLD	Angel Oak Ultrashort Income	-0.2%	-21.32%	减仓
39	GSY	Invesco Ultra Short Duration	-0.2%	-21.78%	减仓
40	PSFF	Pacer Swan Sos Fund Of Funds	-0.4%	-2.78%	减仓
41	MOAT	Vaneck Morningstar Wide Moat	-0.7%	-4.80%	减仓
42	SPAB	Ss Spdr P Agg Bond ETF	-0.8%	-7.90%	减仓
43	SECT	Main Sector Rotation ETF	-3.1%	-18.93%	减仓
44	SIVR	Abrdn Physical Silver Shares	-3.3%	-80.10%	减仓
45	EINC	Vaneck Energy Income ETF	—	NEW	新建仓
46	COP	Conocophillips	—	NEW	新建仓
47	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	清仓
48	AZN	AstraZeneca PLC	—	NEW	新建仓
49	DG	Dollar General CORP	—	EXIT	清仓
50	SU	Suncor Energy INC	—	NEW	新建仓

FAQ

Copley Financial Group, Inc. 是什么机构？属于哪种投资人类型？

Copley Financial Group, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.7亿，分布在 134 个已申报仓位之中。

Copley Financial Group, Inc. 目前前几大持股有哪些？

根据最新 13F 申报，Copley Financial Group, Inc. 按市值排列的前几大持股为： 1. Spdr Gold Minishares Trust (GLDM) — US$1528.5万 (9.2%) 2. Main Sector Rotation ETF (SECT) — US$1474.9万 (8.9%) 3. Pacer US Cash Cows 100 ETF (COWZ) — US$1344.7万 (8.1%) 4. Pacer Emerging Markets Cash (ECOW) — US$1186.2万 (7.2%) 5. Pacer Swan Sos Fund Of Funds (PSFF) — US$1135.7万 (6.8%)

Copley Financial Group, Inc. 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Copley Financial Group, Inc. 共进行了 50 项显著调整：新建仓 4 个仓位、加仓 17 个既有持股、减仓 27 个仓位，并完全清仓 2 个持股。其中幅度最大的异动：新建仓: Vaneck Energy Income ETF (EINC); 新建仓: Conocophillips (COP); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: AstraZeneca PLC (AZN); 清仓: Dollar General CORP (DG)

Copley Financial Group, Inc. 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，Copley Financial Group, Inc. 的主要板块分布如下： • Industrials: 21.4% • Information Technology: 16.2% • Financials: 15.5% • Energy: 11.5% • Consumer Discretionary: 9.9% • Health Care: 8.4%

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Copley Financial Group, Inc. 13F 申报历史与持股

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.7亿

申报季度: 2026-03-31 · 持股只数: 134

Copley Financial Group, Inc.在最新一期 13F 报告中披露了 134 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 23.7%。

浏览其他1 亿至 10 亿美元机构浏览其他以“C”开头的机构

机构性格雪花图

集中度: 18.12
持仓稳定性: 23.67
动能／逆势: 100
行业集中度: 40.55
多样化: 100
仓位均衡度: 79.39

近期动向

加仓 GLDM
+56.1%　US$626.9万
减仓 SIVR
-80.1%　-US$522.8万
减仓 SECT
-18.9%　-US$469.2万
减仓 SPAB
-7.9%　-US$100.2万
加仓 ECOW
+5.1%　US$153.3万
减仓 MOAT
-4.8%　-US$89.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 115 大持股（共 134 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	GLDM	Spdr Gold Minishares Trust	ETF-避险与商品	9.22%	+3.64%	+56.14%
2	SECT	Main Sector Rotation ETF	ETF-其他	8.90%	-3.13%	-18.93%
3	COWZ	Pacer US Cash Cows 100 ETF	ETF-其他	8.11%	+0.43%	+4.16%
4	ECOW	Pacer Emerging Markets Cash	ETF-新兴市场	7.16%	+0.77%	+5.08%
5	PSFF	Pacer Swan Sos Fund Of Funds	ETF-其他	6.85%	-0.44%	-2.78%
6	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	6.63%	-0.79%	-7.90%
7	MOAT	Vaneck Morningstar Wide Moat	ETF-其他	4.31%	-0.66%	-4.80%
8	PAVE	Global X US Infrastructure	ETF-其他	4.06%	+0.34%	+5.24%
9	GDXJ	Vaneck Junior Gold Miners	ETF-避险与商品	3.39%	+0.24%	+4.58%
10	EINC	Vaneck Energy Income ETF	ETF-其他	3.16%	+3.16%	NEW
11	BUYW	Main Buywrite ETF	ETF-其他	1.86%	-0.11%	-1.52%
12	CAT	Caterpillar INC	股票-工业	1.58%	+0.24%	-2.12%
13	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-政府公债	1.42%	+0.17%	+16.11%
14	PALL	Abrdn Physical Palladium Shs	ETF-避险与商品	1.38%	—	+8.51%
15	LMT	Lockheed Martin CORP	股票-工业	1.23%	+0.22%	-0.21%
16	CVX	Chevron CORP	股票-能源	1.05%	+0.40%	+22.39%
17	GBIL	Goldman Sachs Access Treasur	ETF-避险与商品	1.03%	+0.37%	+59.91%
18	NREF	Nexpoint Real Estate Finance	股票-其他	0.90%	-0.17%	-10.38%
19	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.87%	-0.12%	-3.58%
20	SIVR	Abrdn Physical Silver Shares	ETF-避险与商品	0.84%	-3.26%	-80.10%
21	MSFT	Microsoft CORP	股票-科技	0.72%	-0.10%	+16.99%
22	GSY	Invesco Ultra Short Duration	ETF-其他	0.67%	-0.21%	-21.78%
23	UYLD	Angel Oak Ultrashort Income	ETF-其他	0.66%	-0.20%	-21.32%
24	GOOG	Alphabet Inc-cl C	股票-通信服务	0.52%	-0.11%	-7.41%
25	NVDA	Nvidia CORP	股票-科技	0.52%	-0.08%	-4.81%
26	IGTR	Innovator Grad Tact Rotation	ETF-其他	0.51%	-0.12%	-17.01%
27	XOM	Exxon Mobil CORP	股票-能源	0.50%	+0.23%	+35.86%
28	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	0.49%	—	-3.47%
29	JPM	Jpmorgan Chase & Co	股票-金融	0.48%	—	-0.48%
30	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股与成长	0.41%	—	-0.67%
31	AMZN	Amazon.com INC	股票-周期性消费	0.41%	-0.08%	-5.45%
32	TGT	Target CORP	股票-周期性消费	0.40%	—	-9.75%
33	C	Citigroup INC	股票-金融	0.40%	—	-2.69%
34	GD	General Dynamics CORP	股票-工业	0.38%	—	-0.22%
35	AAPL	Apple INC	股票-科技	0.37%	—	-4.91%
36	EOG	Eog Resources INC	股票-能源	0.37%	+0.13%	+13.08%
37	WMT	Walmart INC	股票-非周期性消费	0.37%	—	-3.33%
38	LYB	LyondellBasell Industries N.V.	股票-原材料	0.36%	+0.13%	-13.26%
39	MS	Morgan Stanley	股票-金融	0.36%	-0.06%	-6.72%
40	GS	Goldman Sachs Group INC	股票-金融	0.35%	—	-8.87%
41	KO	Coca-cola Co/the	股票-非周期性消费	0.34%	—	-7.59%
42	AVGO	Broadcom INC	股票-科技	0.33%	-0.07%	-4.56%
43	XYLD	Global X S&p 500 Cove Call E	ETF-大型股与成长	0.32%	—	+22.06%
44	JNJ	Johnson & Johnson	股票-医疗保健	0.31%	+0.04%	+1.67%
45	RAAX	Vaneck Real Assets ETF	ETF-其他	0.31%	—	-1.77%
46	TMAT	Main Thematic Innovation ETF	ETF-其他	0.31%	—	-6.14%
47	MDT	Medtronic plc	股票-医疗保健	0.31%	-0.06%	-6.80%
48	MOO	Vaneck Agribusiness ETF	ETF-其他	0.30%	—	-2.39%
49	MCD	Mcdonald's CORP	股票-周期性消费	0.30%	—	-6.74%
50	ETN	Eaton Corporation plc	股票-工业	0.30%	—	-6.13%

1–50 of 115

投资组合表现

Q3 2026表现

+2.3%

近4个季度表现

+22.1%

基于可获取价格的持仓（占申报价值的55%）计算

标准差: +9.2%
贝塔系数: +0.54
阿尔法: +4.6%
最大回撤: -5.6%
年化表现: +13%
对标普胜率: +55%
索提诺比率: +2.36
斯图泽指数: +0.39
特雷诺比率: +0.23
斯特林比率: +0.89
卡玛比率: +2.33
信息比率: -0.26
跟踪误差: +8.3%
下行标准差: +5.4%
正收益月份占比: +70%
负收益月份占比: +30%
最佳12个月: +28.1%
最差12个月: +9.8%
效率比率: +0.46
夏普比率: +1.38
行业分散度: +6.3%
偏度: -0.77
峰度: -0.46
上行潜力: +3.93

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	134	US$1.7亿	24	1GLDM 2SECT 3COWZ 主要持股2026-03-31 1.GLDM 2.SECT 3.COWZ 4.ECOW 5.PSFF 6.SPAB 7.MOAT 8.PAVE 9.GDXJ 10.EINC
2025-12-31	130	US$1.6亿	34	1SECT 2COWZ 3SPAB 主要持股2025-12-31 1.SECT 2.COWZ 3.SPAB 4.PSFF 5.ECOW 6.GLDM 7.MOAT 8.SIVR 9.PAVE 10.GDXJ
2025-09-30	114	US$1.5亿	46	1SECT 2SPAB 3COWZ 主要持股2025-09-30 1.SECT 2.SPAB 3.COWZ 4.PSFF 5.ECOW 6.GLDM 7.MOAT 8.RAAX 9.SIVR 10.BUYW
2025-06-30	111	US$1.3亿	0	1SECT 2SPAB 3COWZ 主要持股2025-06-30 1.SECT 2.SPAB 3.COWZ 4.GLDM 5.PSFF 6.ECOW 7.MOAT 8.RAAX 9.SIVR 10.BUYW
2025-03-31	129	US$1.3亿	0	1SECT 2SPAB 3COWZ 主要持股2025-03-31 1.SECT 2.SPAB 3.COWZ 4.GLDM 5.MOAT 6.RAAX 7.ECOW 8.CALF 9.SIVR 10.PSFF
2024-12-31	127	US$1.3亿	0	1SECT 2SPAB 3COWZ 主要持股2024-12-31 1.SECT 2.SPAB 3.COWZ 4.MOAT 5.GLDM 6.RAAX 7.CALF 8.ECOW 9.GSY 10.ULST
2024-09-30	365	US$1.1亿	0	1SPAB 2SECT 3GLDM 主要持股2024-09-30 1.SPAB 2.SECT 3.GLDM 4.COWZ 5.MOAT 6.ULST 7.GSY 8.IGTR 9.RAAX 10.CALF

本季持股变动

Copley Financial Group, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	GLDM	Spdr Gold Minishares Trust	+3.6%	+56.14%	加仓
2	ECOW	Pacer Emerging Markets Cash	+0.8%	+5.08%	加仓
3	COWZ	Pacer US Cash Cows 100 ETF	+0.4%	+4.16%	加仓
4	CVX	Chevron CORP	+0.4%	+22.39%	加仓
5	GBIL	Goldman Sachs Access Treasur	+0.4%	+59.91%	加仓
6	PAVE	Global X US Infrastructure	+0.3%	+5.24%	加仓
7	GDXJ	Vaneck Junior Gold Miners	+0.2%	+4.58%	加仓
8	CAT	Caterpillar INC	+0.2%	-2.12%	减仓
9	XOM	Exxon Mobil CORP	+0.2%	+35.86%	加仓
10	LMT	Lockheed Martin CORP	+0.2%	-0.21%	减仓
11	BIL	Ss Spdr Bb 1-3m T-bill ETF	+0.2%	+16.11%	加仓
12	LYB	LyondellBasell Industries N.V.	+0.1%	-13.26%	减仓
13	EOG	Eog Resources INC	+0.1%	+13.08%	加仓
14	SPYI	Neos S&p 500 High Income ETF	+0.1%	+84.74%	加仓
15	VOD	Vodafone Group Plc-sp Adr	+0.1%	+28.80%	加仓
16	ARW	Arrow Electronics INC	+0.1%	+24.65%	加仓
17	RYLD	Global X Russell 2000 Cov Cl	+0.1%	+53.89%	加仓
18	QYLD	Global X Nasd 100 Cov Call	+0.1%	+41.34%	加仓
19	JNJ	Johnson & Johnson	0%	+1.67%	加仓
20	WFC	Wells Fargo & Co	-0.1%	-5.81%	减仓
21	MDT	Medtronic plc	-0.1%	-6.80%	减仓
22	MS	Morgan Stanley	-0.1%	-6.72%	减仓
23	META	Meta Platforms Inc-class A	-0.1%	-5.49%	减仓
24	BAC	Bank Of America CORP	-0.1%	-7.77%	减仓
25	AVGO	Broadcom INC	-0.1%	-4.56%	减仓
26	ABT	Abbott Laboratories	-0.1%	-4.42%	减仓
27	AMZN	Amazon.com INC	-0.1%	-5.45%	减仓
28	NVDA	Nvidia CORP	-0.1%	-4.81%	减仓
29	UNH	Unitedhealth Group INC	-0.1%	-5.30%	减仓
30	QCOM	Qualcomm INC	-0.1%	-15.97%	减仓
31	MSFT	Microsoft CORP	-0.1%	+16.99%	加仓
32	GOOG	Alphabet Inc-cl C	-0.1%	-7.41%	减仓
33	BUYW	Main Buywrite ETF	-0.1%	-1.52%	减仓
34	JEF	Jefferies Financial Group In	-0.1%	-5.48%	减仓
35	IGTR	Innovator Grad Tact Rotation	-0.1%	-17.01%	减仓
36	QQQ	Invesco Qqq Trust Series 1	-0.1%	-3.58%	减仓
37	NREF	Nexpoint Real Estate Finance	-0.2%	-10.38%	减仓
38	UYLD	Angel Oak Ultrashort Income	-0.2%	-21.32%	减仓
39	GSY	Invesco Ultra Short Duration	-0.2%	-21.78%	减仓
40	PSFF	Pacer Swan Sos Fund Of Funds	-0.4%	-2.78%	减仓
41	MOAT	Vaneck Morningstar Wide Moat	-0.7%	-4.80%	减仓
42	SPAB	Ss Spdr P Agg Bond ETF	-0.8%	-7.90%	减仓
43	SECT	Main Sector Rotation ETF	-3.1%	-18.93%	减仓
44	SIVR	Abrdn Physical Silver Shares	-3.3%	-80.10%	减仓
45	EINC	Vaneck Energy Income ETF	—	NEW	新建仓
46	COP	Conocophillips	—	NEW	新建仓
47	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	清仓
48	AZN	AstraZeneca PLC	—	NEW	新建仓
49	DG	Dollar General CORP	—	EXIT	清仓
50	SU	Suncor Energy INC	—	NEW	新建仓