Coyle Financial Counsel LLC
CIK 1593038 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $548.0M
- 持仓
- 126
- 截至
- 2026年6月30日
按 13F 价值排名第 3559（共 9443） · 前 37.7%
投资组合价值同比（季度）：+15.9% 13F不披露现金
- 前十大持仓权重
- 71.18%
- 前二十五大持仓权重
- 87.11%
- 持仓高于 1%
- 17
- 有效持仓数量
- 14.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.22% 估计买入 $20690958 · 卖出 $6232047
中位数持有期：5.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.4% 仍持有
- 新仓位
- 21
- 增加
- 68
- 减少
- 31
- 已结清
- 8
看跌期权名义敞口：0.1% 看跌期权 13F以标的资产名义价值报告期权头寸——可能包含对冲，不一定是看跌头寸
本页内容
行业细分
Technology
4.8%
Industrials
2.6%
Communication Services
1.6%
Retail
1.4%
Health Care
1.3%
Financials
1.0%
Consumer Discretionary
1.0%
Consumer products
0.3%
Communications
0.3%
Financial Services
0.2%
Energy
0.2%
Logistics & Transportation
0.1%
Consumer Staples
0.1%
其他/未映射
84.9%
完整投资组合 126 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $91911941 | 16.77% | 122731 | $13775981 | 上涨 ×6 | ||
| VEA | $72056217 | 13.15% | 1011315 | $8233737 | 上涨 ×6 | ||
| FRDM | $42041613 | 7.67% | 576703 | $10134316 | 下跌 ×1 | ||
| FBND | $37650770 | 6.87% | 827671 | $1392249 | 上涨 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $36267775 | 6.62% | 49250 | $8271023 | 上涨 ×6 | ||
| IJH | $26333111 | 4.81% | 341501 | $3832386 | 上涨 ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $26038696 | 4.75% | 329479 | $978326 | 上涨 ×6 | ||
| VT | $23193718 | 4.23% | 147778 | $3180138 | 上涨 ×6 | ||
| VUSB | $18862798 | 3.44% | 378923 | $446708 | 上涨 ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $15660295 | 2.86% | 189477 | $386944 | 上涨 ×6 | ||
| VOO | $13946799 | 2.55% | 20307 | $1806051 | 下跌 ×6 | ||
| DFAI | $11717104 | 2.14% | 284051 | $842355 | 上涨 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $7414555 | 1.35% | 86730 | $592538 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $6981299 | 1.27% | 34891 | $1325819 | 上涨 ×1 | ||
| VTI | $6373008 | 1.16% | 17222 | $848900 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $5950839 | 1.09% | 20566 | $1133194 | 上涨 ×4 | ||
| DFIC | $5600141 | 1.02% | 150299 | $118928 | 下跌 ×6 | ||
| VXF | $5161015 | 0.94% | 20962 | $830516 | 下跌 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4541330 | 0.83% | 19054 | $782056 | 上涨 ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4013479 | 0.73% | 11359 | $870065 | 上涨 ×4 | ||
| FENI | $3844574 | 0.70% | 95803 | $186066 | 下跌 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $3407283 | 0.62% | 9134 | $83328 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3318540 | 0.61% | 9286 | $839773 | 上涨 ×6 | ||
| BIL | $2523949 | 0.46% | 27542 | $258791 | 上涨 ×1 | ||
| SPY SPY | $2517438 | 0.46% | 3371 | $301036 | 下跌 ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $2407607 | 0.44% | 29265 | $51880 | 下跌 ×6 | ||
| VWO | $1997742 | 0.36% | 33469 | $246461 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1957696 | 0.36% | 7780 | $288569 | 上涨 ×1 | ||
| MDY | $1950362 | 0.36% | 2773 | $256122 | 上涨 ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1788833 | 0.33% | 4146 | $796339 | 下跌 ×2 | ||
| CLH Clean Harbors, Inc. Common Stock | $1752019 | 0.32% | 5865 | $-434441 | 下跌 ×4 | ||
| CRH CRH PLC Ordinary Shares | $1749985 | 0.32% | 16355 | $-45990 | 下跌 ×6 | ||
| XLK XLK | $1645712 | 0.30% | 8638 | $497722 | |||
| AVGO Broadcom Inc. - Common Stock | $1619792 | 0.30% | 4288 | $404965 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1521742 | 0.28% | 1429 | $534149 | 上涨 ×4 | ||
| SGI Somnigroup International Inc. Common Stock | $1494069 | 0.27% | 19057 | $21730 | 下跌 ×5 | ||
| KNX Knight-Swift Transportation Holdings Inc. | $1445734 | 0.26% | 18566 | $334728 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1394813 | 0.25% | 4261 | $249285 | 上涨 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1333307 | 0.24% | 2367 | $-4333 | 上涨 ×6 | ||
| HQY HealthEquity, Inc. - Common Stock | $1287963 | 0.24% | 14260 | $391591 | 上涨 ×1 | ||
| AZO AutoZone, Inc. Common Stock | $1268788 | 0.23% | 397 | $-160013 | 下跌 ×5 | ||
| CIEN Ciena Corporation Common Stock | $1259758 | 0.23% | 2568 | $-158058 | 下跌 ×4 | ||
| BRKB | $1202938 | 0.22% | 2404 | $81131 | 上涨 ×6 | ||
| MAS Masco Corporation Common Stock | $1170955 | 0.21% | 14391 | $263866 | 下跌 ×6 | ||
| RBA RB Global, Inc. Common Stock | $1169857 | 0.21% | 10046 | $180397 | 下跌 ×2 | ||
| PNFP Pinnacle Financial Partners, Inc. - Common Stock | $1167888 | 0.21% | 11577 | $296840 | 上涨 ×1 | ||
| KEX Kirby Corporation Common Stock | $1130319 | 0.21% | 8313 | $-46732 | 下跌 ×4 | ||
| IWV | $1048944 | 0.19% | 2460 | $137071 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $998848 | 0.18% | 2929 | $573198 | 上涨 ×4 | ||
| POOL Pool Corporation - Common Stock | $997351 | 0.18% | 4641 | 上涨 ×1 | |||
| INTC Intel Corporation - Common Stock | $942332 | 0.17% | 6749 | $671506 | 上涨 ×2 | ||
| MCD McDonald's Corporation Common Stock | $898781 | 0.16% | 3325 | $200747 | 上涨 ×6 | ||
| LLY Eli Lilly and Company Common Stock | $887461 | 0.16% | 740 | $348476 | 上涨 ×4 | ||
| DECK Deckers Outdoor Corporation Common Stock | $853497 | 0.16% | 8596 | $-7377 | 下跌 ×3 | ||
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | $839164 | 0.15% | 13524 | 上涨 ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $823071 | 0.15% | 2763 | $583964 | 上涨 ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $775388 | 0.14% | 3550 | $70942 | 下跌 ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $769698 | 0.14% | 1830 | $142556 | 上涨 ×4 | ||
| BC Brunswick Corporation Common Stock | $745777 | 0.14% | 8853 | $76458 | 下跌 ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $727203 | 0.13% | 630 | 上涨 ×1 | |||
| V Visa Inc. | $716713 | 0.13% | 2089 | $224754 | 上涨 ×3 | ||
| ABT Abbott Laboratories Common Stock | $668414 | 0.12% | 7366 | $-40882 | 上涨 ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $657397 | 0.12% | 913 | $191279 | 上涨 ×3 | ||
| ICSH | $639432 | 0.12% | 12642 | $4050 | 上涨 ×2 | ||
| LKQ LKQ Corporation - Common Stock | $636883 | 0.12% | 24189 | $-462304 | 下跌 ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $612860 | 0.11% | 1055 | 上涨 ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $606300 | 0.11% | 5640 | $43271 | 下跌 ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $603726 | 0.11% | 5997 | $108305 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $591797 | 0.11% | 1678 | $71493 | 上涨 ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $590670 | 0.11% | 774 | $293568 | 上涨 ×1 | ||
| GBIL | $585487 | 0.11% | 5846 | $-11169 | 下跌 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $566353 | 0.10% | 2230 | $47651 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $558059 | 0.10% | 475 | $169618 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $550800 | 0.10% | 9667 | $95620 | 上涨 ×1 | ||
| XLF XLF | $546290 | 0.10% | 10190 | $43661 | 上涨 ×4 | ||
| GE GE Aerospace Common Stock | $528828 | 0.10% | 1415 | $125591 | 下跌 ×1 | ||
| GNRC Generac Holdlings Inc. Common Stock | $528815 | 0.10% | 1806 | $154953 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $518848 | 0.09% | 4581 | $-71484 | 下跌 ×1 | ||
| IVW | $515875 | 0.09% | 3751 | $91599 | |||
| RTX RTX Corporation Common Stock | $496448 | 0.09% | 2617 | $51906 | 上涨 ×1 | ||
| COKE Coca-Cola Consolidated, Inc. - Common Stock | $450841 | 0.08% | 2361 | $-1105 | 上涨 ×6 | ||
| WTFC Wintrust Financial Corporation - Common Stock | $445516 | 0.08% | 2772 | $41062 | 下跌 ×2 | ||
| ATI ATI Inc. Common Stock | $438942 | 0.08% | 2227 | $151658 | 上涨 ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $419353 | 0.08% | 2768 | $37190 | 上涨 ×3 | ||
| FANG Diamondback Energy, Inc. - Common Stock | $416071 | 0.08% | 2367 | $-84733 | 下跌 ×6 | ||
| C Citigroup, Inc. Common Stock | $415261 | 0.08% | 2967 | $79000 | 上涨 ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $400884 | 0.07% | 290 | $115520 | 上涨 ×2 | ||
| UNP Union Pacific Corporation Common Stock | $394944 | 0.07% | 1452 | $75171 | 上涨 ×6 | ||
| ANET Arista Networks, Inc. Common Stock | $393952 | 0.07% | 2319 | $167423 | 上涨 ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $384873 | 0.07% | 926 | $183554 | 上涨 ×2 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $384454 | 0.07% | 5080 | $-95924 | 下跌 ×1 | ||
| GL Globe Life Inc. Common Stock | $368259 | 0.07% | 2061 | $113578 | 上涨 ×2 | ||
| XLC XLC | $365635 | 0.07% | 3413 | $-12730 | |||
| MCK McKesson Corporation Common Stock | $356643 | 0.07% | 472 | $-24981 | 上涨 ×3 | ||
| XLV XLV | $350163 | 0.06% | 2207 | $26595 | |||
| CVX Chevron Corporation Common Stock | $346823 | 0.06% | 2092 | $-39493 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 84615Q103) | $341720 | 0.06% | 2000 | 卖出期权 | 上涨 ×1 | ||
| RGA Reinsurance Group of America, Incorporated Common Stock | $339177 | 0.06% | 1595 | $43962 | 上涨 ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $336340 | 0.06% | 2460 | $-76376 | 上涨 ×2 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $331404 | 0.06% | 1200 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IVV | $91911941 | 16.77% | 上涨 ×6 |
| VEA | $72056217 | 13.15% | 上涨 ×6 |
| FBND | $37650770 | 6.87% | 上涨 ×6 |
| QQQ | $36267775 | 6.62% | 上涨 ×6 |
| IJH | $26333111 | 4.81% | 上涨 ×6 |
| VCSH | $26038696 | 4.75% | 上涨 ×6 |
| VT | $23193718 | 4.23% | 上涨 ×6 |
| VUSB | $18862798 | 3.44% | 上涨 ×6 |
| VCIT | $15660295 | 2.86% | 上涨 ×6 |
| DFAI | $11717104 | 2.14% | 上涨 ×6 |
| VTI | $6373008 | 1.16% | 上涨 ×3 |
| AAPL | $5950839 | 1.09% | 上涨 ×4 |
| AMZN | $4541330 | 0.83% | 上涨 ×4 |
| GOOG | $4013479 | 0.73% | 上涨 ×4 |
| MSFT | $3407283 | 0.62% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| POOL | $997351 | 4641 | 0.18% |
| SSNC | $839164 | 13524 | 0.15% |
| MU | $727203 | 630 | 0.13% |
| AMD | $612860 | 1055 | 0.11% |
| 未知发行人 (CUSIP: 84615Q103) | $341720 | 2000 | 0.06% |
| NBIS | $331404 | 1200 | 0.06% |
| AMAT | $324627 | 449 | 0.06% |
| VTV | $321154 | 1474 | 0.06% |
| MTSI | $306198 | 805 | 0.06% |
| VUG | $302349 | 3510 | 0.06% |
| QCOM | $289381 | 1566 | 0.05% |
| MRK | $260598 | 2028 | 0.05% |
| ADI | $258955 | 652 | 0.05% |
| MA | $249738 | 486 | 0.05% |
| CSCO | $245256 | 2088 | 0.04% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| PPG | 2025年3月31日 | 13017 | $1554881 | 3.9% |
| BERY | 2025年6月30日 | 19546 | $1364471 | 不再跟踪 |
| GPK | 2025年9月30日 | 49153 | $1035654 | -40.3% |
| FHN | 2026年6月30日 | 28898 | $657718 | -3.2% |
| AMH | 2026年6月30日 | 14296 | $399130 | 3.1% |
| AJG | 2025年9月30日 | 1144 | $366256 | -16.1% |
| ITOT | 2025年9月30日 | 2390 | $322746 | 不再跟踪 |
| PFF | 2026年3月31日 | 10000 | $309600 | |
| MA | 2025年12月31日 | 528 | $300332 | 0.8% |
| NFLX | 2026年6月30日 | 2972 | $285758 | 11.4% |
| CVX | 2025年6月30日 | 1677 | $280618 | 44.3% |
| TSLA | 2025年3月31日 | 689 | $278246 | 34.6% |
| AMT | 2025年9月30日 | 1254 | $277117 | -8.1% |
| IIIV | 2026年6月30日 | 11552 | $258303 | -22.3% |
| UNH | 2025年9月30日 | 816 | $254568 | 12.2% |
| QCOM | 2026年3月31日 | 1487 | $254351 | 25.0% |
| NOW | 2026年3月31日 | 1605 | $245870 | 24.0% |
| DG | 2026年3月31日 | 1775 | $235667 | 2.6% |
| PLTR | 2026年6月30日 | 1591 | $232731 | 48.3% |
| FDX | 2026年3月31日 | 771 | $222711 | -7.5% |
| BSX | 2026年6月30日 | 3495 | $219311 | 15.8% |
| SBUX | 2025年12月31日 | 2501 | $211585 | 23.1% |
| VGIT | 2025年9月30日 | 3507 | $209761 | |
| AXP | 2026年3月31日 | 565 | $209022 | 10.8% |
| LMT | 2026年6月30日 | 339 | $204888 | 11.6% |
| COST | 2025年9月30日 | 206 | $203928 | 1.9% |
| VOD | 2026年3月31日 | 11251 | $148626 | 6.0% |
| AMCR | 2026年3月31日 | 13210 | $110171 | 21.1% |
| VERUXXXX | 2025年9月30日 | 11165 | $6496 | 不再跟踪 |
| QNCX | 2026年6月30日 | 10509 | $1066 | 76.5% |