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Columbia River Financial Group, LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$1.7億

申報季度: 2026-03-31 · 持股檔數: 58

Columbia River Financial Group, LLC在最新一期 13F 報告中揭露了 58 項持股，申報期為 2026-03-31，總持股市值約為 US$1.7億，季度換手率為 7.7%。

機構性格雪花圖

集中度
20.8
持倉穩定性
7.67
動能／逆勢
100
產業集中度
55.64
多樣化
100
倉位均衡度
85.67

近期動向

  • 加碼 HDV

    +3.1%　US$225.4萬

  • 減碼 VUG

    +6.4%　-US$59.3萬

  • 加碼 BCD

    +5.7%　US$102.2萬

  • 減碼 MSFT

    -1.3%　-US$47.4萬

  • 減碼 SPYM

    +5.0%　US$2.0萬

  • 減碼 VXF

    +3.5%　US$25.8萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1HDVIshares Core High Dividend EETF-其他10.02%+0.81%+3.06%
2VXFVanguard Extended Market ETFETF-其他8.16%-0.30%+3.52%
3SPABSs Spdr P Agg Bond ETFETF-其他7.87%-0.08%+5.07%
4DWXState Street Spdr S&p InternETF-其他7.77%+0.19%+4.45%
5VUGVanguard Growth ETFETF-其他6.89%-0.76%+6.37%
6BSVVanguard Short-term Bond ETFETF-其他6.53%-0.05%+5.42%
7SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長5.57%-0.31%+5.03%
8BNDXVanguard Total Intl Bond ETFETF-其他5.42%+0.14%+9.21%
9VEUVanguard Ftse All-world Ex-uETF-其他4.75%-0.01%+3.50%
10VIGVanguard Dividend Apprec ETFETF-其他3.42%-0.10%+4.92%
11BCDAbrdn Bloomberg All CommoditETF-其他3.27%+0.44%+5.70%
12EQWLInvesco S&p 100 Equal WeightETF-其他2.64%-0.07%+5.49%
13EDIVState Street Spdr S&p EmergiETF-其他1.96%-0.02%+4.15%
14QQQInvesco Qqq Trust Series 1ETF-科技型1.74%-0.14%+4.09%
15VBVanguard Small-cap ETFETF-其他1.72%-0.04%+1.61%
16SPDWSte Str Spdr Pt Dw EU ETFETF-其他1.68%-0.02%+1.66%
17VWOVanguard Ftse Emerging MarkeETF-新興市場1.45%-0.07%+0.86%
18SHMSs Spdr N Ice St Muni ETFETF-其他1.42%-0.07%+1.46%
19SCHMSchwab US Mid Cap ETFETF-其他1.25%-0.01%+1.96%
20AMZNAmazon.com INC股票-循環性消費1.16%-0.14%+4.14%
21USFRWisdomtree Floating Rate TreETF-其他1.05%+0.09%+14.85%
22RWOState Street Spdr Dow JonesETF-其他0.94%—+4.03%
23UNPUnion Pacific CORP股票-工業0.91%——
24MSFTMicrosoft CORP股票-科技0.85%-0.34%-1.30%
25IAGGIshares Intl Aggregate BondETF-其他0.77%-0.07%-3.17%
26IVWIshares S&p 500 Growth ETFETF-大型股與成長0.75%-0.10%+1.49%
27VYMVanguard High Dvd Yield ETFETF-其他0.64%-0.02%-0.75%
28IDVIshares International SelectETF-其他0.63%-0.02%-4.63%
29IXUSIshares Core Intl Stock ETFETF-其他0.62%-0.02%—
30MEARIshrs Short Mat Muni Act ETFETF-其他0.60%+0.02%+10.46%
31VSSVanguard Ftse All Wo X-us ScETF-其他0.59%-0.02%+1.61%
32XOMExxon Mobil CORP股票-能源0.58%+0.14%—
33KOCoca-cola Co/the股票-非循環性消費0.51%+0.51%NEW
34SPSMSs Spdr P S&p 600 Small CapETF-中小型股0.46%-0.02%-0.52%
35DESWisdomtree US Smallcap DividETF-其他0.46%+0.05%+9.31%
36AAPLApple INC股票-科技0.43%+0.10%+49.44%
37MUBIshares National Muni Bond EETF-其他0.42%+0.01%+7.68%
38EESWisdomtree US Smallcap FundETF-其他0.32%—+4.32%
39LNTAlliant Energy CORP股票-公用事業0.32%+0.01%—
40VOOVanguard S&p 500 ETFETF-大型股與成長0.31%-0.04%-1.42%
41VEAVanguard Ftse Developed ETFETF-其他0.30%+0.03%+14.66%
42CMDYIshares Bloomberg Roll SelecETF-其他0.26%+0.01%-6.87%
43SCHVSchwab US Large-cap ValueETF-其他0.24%—+0.12%
44NULVNuveen Esg Large-cap Val ETFETF-其他0.21%——
45NUDMNuveen Esg Intl Devel Mrk EqETF-其他0.20%——
46VTVanguard Tot World Stk ETFETF-其他0.18%—-1.38%
47DEMWisdomtree Emerging MarketsETF-新興市場0.18%——
48AOAIshares Core 80/20 AggressivETF-其他0.17%—+3.23%
49IVVIshares Core S&p 500 ETFETF-大型股與成長0.16%——
50ALRSAlerus Financial CORP股票-其他0.16%+0.16%NEW
1–50 of 58

本季持股變動

Columbia River Financial Group, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Coca-cola Co/the (KO); 新建倉: Alerus Financial CORP (ALRS); 清倉: Pimco Mbs Active ETF (PMBS); 新建倉: Ss Spdr P Int C CORP ETF (SPIB); 新建倉: Chevron CORP (CVX).

Columbia River Financial Group, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1HDVIshares Core High Dividend E+0.8%+3.06%加碼
2BCDAbrdn Bloomberg All Commodit+0.4%+5.70%加碼
3DWXState Street Spdr S&p Intern+0.2%+4.45%加碼
4BNDXVanguard Total Intl Bond ETF+0.1%+9.21%加碼
5XOMExxon Mobil CORP+0.1%—不變
6AAPLApple INC+0.1%+49.44%加碼
7USFRWisdomtree Floating Rate Tre+0.1%+14.85%加碼
8DESWisdomtree US Smallcap Divid+0.1%+9.31%加碼
9VEAVanguard Ftse Developed ETF0%+14.66%加碼
10MEARIshrs Short Mat Muni Act ETF0%+10.46%加碼
11CMDYIshares Bloomberg Roll Selec0%-6.87%減碼
12LNTAlliant Energy CORP0%—不變
13MUBIshares National Muni Bond E0%+7.68%加碼
14VNQVanguard Real Estate ETF0%+14.30%加碼
15RWOState Street Spdr Dow Jones—+4.03%加碼
16UNPUnion Pacific CORP——不變
17EESWisdomtree US Smallcap Fund—+4.32%加碼
18VEUVanguard Ftse All-world Ex-u0%+3.50%加碼
19SCHMSchwab US Mid Cap ETF0%+1.96%加碼
20EDIVState Street Spdr S&p Emergi0%+4.15%加碼
21SPDWSte Str Spdr Pt Dw EU ETF0%+1.66%加碼
22VSSVanguard Ftse All Wo X-us Sc0%+1.61%加碼
23IDVIshares International Select0%-4.63%減碼
24VYMVanguard High Dvd Yield ETF0%-0.75%減碼
25IXUSIshares Core Intl Stock ETF0%—不變
26NULGNuveen Esg Lrg-cap Grw ETF0%—不變
27SPSMSs Spdr P S&p 600 Small Cap0%-0.52%減碼
28VBVanguard Small-cap ETF0%+1.61%加碼
29LLYEli Lilly & Co0%—不變
30VOOVanguard S&p 500 ETF0%-1.42%減碼
31BSVVanguard Short-term Bond ETF-0.1%+5.42%加碼
32EQWLInvesco S&p 100 Equal Weight-0.1%+5.49%加碼
33IAGGIshares Intl Aggregate Bond-0.1%-3.17%減碼
34VWOVanguard Ftse Emerging Marke-0.1%+0.86%加碼
35SHMSs Spdr N Ice St Muni ETF-0.1%+1.46%加碼
36SPABSs Spdr P Agg Bond ETF-0.1%+5.07%加碼
37VIGVanguard Dividend Apprec ETF-0.1%+4.92%加碼
38IVWIshares S&p 500 Growth ETF-0.1%+1.49%加碼
39AMZNAmazon.com INC-0.1%+4.14%加碼
40QQQInvesco Qqq Trust Series 1-0.1%+4.09%加碼
41VXFVanguard Extended Market ETF-0.3%+3.52%加碼
42SPYMSte Str Spdr Pt S&p 500 ETF-0.3%+5.03%加碼
43MSFTMicrosoft CORP-0.3%-1.30%減碼
44VUGVanguard Growth ETF-0.8%+6.37%加碼
45KOCoca-cola Co/the—NEW新建倉
46ALRSAlerus Financial CORP—NEW新建倉
47PMBSPimco Mbs Active ETF—EXIT清倉
48SPIBSs Spdr P Int C CORP ETF—NEW新建倉
49CVXChevron CORP—NEW新建倉
50AOMIshares Core 40/60 Moderate—NEW新建倉

FAQ

Columbia River Financial Group, LLC 是什麼機構？屬於哪種投資人類型？
Columbia River Financial Group, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.7億，分佈在 58 個已申報部位之中。
Columbia River Financial Group, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Columbia River Financial Group, LLC 按市值排列的前幾大持股為： 1. Ishares Core High Dividend E (HDV) — US$1725.5萬 (10.0%) 2. Vanguard Extended Market ETF (VXF) — US$1405.0萬 (8.2%) 3. Ss Spdr P Agg Bond ETF (SPAB) — US$1354.9萬 (7.9%) 4. State Street Spdr S&p Intern (DWX) — US$1338.4萬 (7.8%) 5. Vanguard Growth ETF (VUG) — US$1186.5萬 (6.9%)
Columbia River Financial Group, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Columbia River Financial Group, LLC 共進行了 44 項顯著調整：新建倉 5 個部位、加碼 31 個既有持股、減碼 7 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Coca-cola Co/the (KO); 新建倉: Alerus Financial CORP (ALRS); 清倉: Pimco Mbs Active ETF (PMBS); 新建倉: Ss Spdr P Int C CORP ETF (SPIB); 新建倉: Chevron CORP (CVX)
Columbia River Financial Group, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Columbia River Financial Group, LLC 的主要板塊分佈如下： • Information Technology: 25.5% • Consumer Discretionary: 23.0% • Industrials: 18.1% • Energy: 14.2% • Consumer Staples: 10.1% • Utilities: 6.4%