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Centennial Wealth Advisory LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Centennial Wealth Advisory LLC
报告期 2026-03-31 · CIK 0001839421
持仓数
160
前50大市值合计
$353.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 89 项
建仓 6
增持 54
减持 19
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$6.8M
228,879
+83%
增持
IVV
ISHARES TR
+$5.2M
23,274
+108%
增持
MTUM
ISHARES TR
+$4.8M
29,862
+1024%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$4.6M
0
-100%
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$3.6M
0
-100%
建仓
HDV
ISHARES TR
+$3.5M
37,431
清仓
BSV
VANGUARD BD INDEX FDS
-$3.2M
0
-100%
清仓
IJS
ISHARES TR
-$3.1M
0
-100%
增持
AAPL
APPLE INC
+$2.3M
19,274
+473%
清仓
SPEM
SPDR INDEX SHS FDS
-$2.1M
0
-100%
清仓
IEMG
ISHARES INC
-$1.4M
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$674.0K
0
-100%
增持
IVOL
KRANESHARES TR
+$607.0K
256,420
+8%
清仓
DIVO
AMPLIFY ETF TR
-$598.0K
0
-100%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$540.0K
10,425
增持
SPTM
SPDR SER TR
+$513.0K
178,118
+6%
增持
AVIG
AMERICAN CENTY ETF TR
+$436.0K
40,572
+28%
增持
IEFA
ISHARES TR
+$362.0K
49,320
+12%
增持
—
WISDOMTREE TR
+$325.0K
111,333
+13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$323.0K
49,650
+5%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$312.0K
85,050
-6%
增持
SPTL
SPDR SER TR
+$293.0K
20,344
+54%
增持
GLD
SPDR GOLD TR
+$245.0K
13,171
+14%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$243.0K
74,095
+8%
减持
HYG
ISHARES TR
-$240.0K
22,279
-10%
增持
SPYM
SPDR SER TR
+$224.0K
163,251
+3%
增持
USMV
ISHARES TR
+$222.0K
59,414
+6%
清仓
QCOM
QUALCOMM INC
-$211.0K
0
-100%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$207.0K
33,905
+3%
建仓
OKE
ONEOK INC NEW
+$203.0K
3,494
建仓
COST
COSTCO WHSL CORP NEW
+$202.0K
450
清仓
IP
INTERNATIONAL PAPER CO
-$201.0K
0
-100%
建仓
KEY
KEYCORP
+$201.0K
9,283
减持
IEI
ISHARES TR
-$177.0K
39,219
-3%
减持
JNK
SPDR SER TR
-$163.0K
12,521
-10%
建仓
OSBC
OLD SECOND BANCORP INC ILL
+$146.0K
11,214
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$135.0K
6,470
-26%
增持
XSOE
WISDOMTREE TR
-$129.0K
90,434
+9%
减持
SLYG
SPDR SER TR
-$128.0K
7,567
-15%
增持
XLK
SELECT SECTOR SPDR TR
+$124.0K
6,783
+13%
减持
MDYG
SPDR SER TR
-$122.0K
14,930
-7%
增持
DON
WISDOMTREE TR
+$107.0K
47,261
+7%
增持
IWR
ISHARES TR
+$91.0K
29,220
+5%
减持
GSIE
GOLDMAN SACHS ETF TR
-$91.0K
11,009
-18%
增持
XLY
SELECT SECTOR SPDR TR
+$87.0K
4,539
+11%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$86.0K
136,845
+2%
增持
QUAL
ISHARES TR
+$82.0K
5,047
+15%
增持
SPYV
SPDR SER TR
+$80.0K
101,732
+3%
增持
VOO
VANGUARD INDEX FDS
+$77.0K
1,233
+19%
减持
GEM
GOLDMAN SACHS ETF TR
-$67.0K
8,064
-10%
增持
XLF
SELECT SECTOR SPDR TR
+$67.0K
13,698
+13%
增持
IWM
ISHARES TR
+$59.0K
7,001
+9%
增持
GDX
VANECK ETF TRUST
+$54.0K
10,666
+39%
增持
VLUE
ISHARES TR
+$52.0K
4,169
+19%
增持
SLV
ISHARES SILVER TR
+$51.0K
84,787
+22%
增持
XLC
SELECT SECTOR SPDR TR
+$50.0K
4,430
+18%
减持
HYLB
DBX ETF TR
-$49.0K
9,146
-11%
减持
SJNK
SPDR SER TR
-$48.0K
14,616
-10%
减持
USHY
ISHARES TR
-$46.0K
9,411
-10%
减持
HYS
PIMCO ETF TR
-$45.0K
3,976
-10%
增持
AVUV
AMERICAN CENTY ETF TR
+$43.0K
18,864
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$43.0K
5,005
+6%
增持
XLB
SELECT SECTOR SPDR TR
+$42.0K
4,451
+18%
减持
CMBS
ISHARES TR
-$39.0K
33,588
-2%
减持
SPMB
SPDR SER TR
-$36.0K
73,372
-1%
减持
JQUA
J P MORGAN EXCHANGE-TRADED F
-$32.0K
7,702
-9%
增持
XLI
SELECT SECTOR SPDR TR
+$31.0K
4,870
+12%
增持
ILTB
ISHARES TR
-$27.0K
56,826
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$27.0K
4,745
+16%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$23.0K
12,314
+5%
减持
SCHV
SCHWAB STRATEGIC TR
-$21.0K
4,943
-5%
增持
PRU
PRUDENTIAL FINL INC
+$20.0K
2,579
+5%
减持
SPTS
SPDR SER TR
-$18.0K
117,389
-0%
增持
AGG
ISHARES TR
+$17.0K
3,499
+5%
增持
HEFA
ISHARES TR
+$17.0K
7,844
+8%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$15.0K
3,463
+5%
增持
HAWX
ISHARES TR
+$14.0K
8,210
+9%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$12.0K
70,417
-0%
增持
IHDG
WISDOMTREE TR
+$9.0K
5,915
+6%
增持
AGGY
WISDOMTREE TR
+$9.0K
31,001
+1%
增持
SCHA
SCHWAB STRATEGIC TR
-$8.0K
2,022
+0%
增持
HON
HONEYWELL INTL INC
-$7.0K
1,085
+0%
增持
T
AT&T INC
+$5.0K
12,053
+8%
增持
—
EXXON MOBIL CORP
-$4.0K
4,629
+6%
增持
KO
COCA COLA CO
+$3.0K
4,691
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0K
858
+3%
增持
LUMN
LUMEN TECHNOLOGIES INC
-$2.0K
11,875
+8%
增持
EMR
EMERSON ELEC CO
+$1.0K
2,965
+3%
增持
PM
PHILIP MORRIS INTL INC
+$1.0K
2,169
+5%