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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 96 项
建仓 18
增持 37
减持 37
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
ITOT
ISHARES TR
+$7.2M
67,605
减持
MTUM
ISHARES TR
-$4.7M
2,797
-91%
增持
SPYM
SPDR SER TR
+$4.5M
227,730
+39%
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。
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$4.3M
52,259
-62%
建仓
VNQ
VANGUARD INDEX FDS
+$4.3M
36,786
建仓
USTB
VICTORY PORTFOLIOS II
+$3.9M
76,614
清仓
IEFA
ISHARES TR
-$3.7M
0
-100%
减持
SPYG
SPDR SER TR
-$3.6M
152,914
-33%
清仓
HDV
ISHARES TR
-$3.5M
0
-100%
建仓
EMXC
ISHARES INC
+$3.5M
57,133
建仓
SPMD
SPDR SER TR
+$3.4M
67,845
清仓
XSOE
WISDOMTREE TR
-$3.4M
0
-100%
增持
SPTM
SPDR SER TR
+$3.0M
212,011
+19%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$2.8M
21,646
-36%
建仓
FNDX
SCHWAB STRATEGIC TR
+$2.5M
43,374
增持
IVV
ISHARES TR
+$2.1M
25,332
+9%
减持
IEI
ISHARES TR
-$1.3M
29,483
-25%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
52,614
+6%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$822.0K
70,125
-18%
增持
USMV
ISHARES TR
+$822.0K
64,142
+8%
增持
AAPL
APPLE INC
+$715.0K
19,381
+1%
减持
SPTS
SPDR SER TR
-$551.0K
100,082
-15%
减持
HYG
ISHARES TR
-$544.0K
16,148
-28%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$489.0K
61,067
-13%
增持
SPYV
SPDR SER TR
+$472.0K
105,712
+4%
减持
ILTB
ISHARES TR
-$466.0K
49,924
-12%
减持
SPMB
SPDR SER TR
-$446.0K
56,765
-23%
减持
SLV
ISHARES SILVER TR
-$406.0K
61,997
-27%
建仓
DTE
DTE ENERGY CO
+$404.0K
3,376
减持
JNK
SPDR SER TR
-$382.0K
9,093
-27%
减持
IVOL
KRANESHARES TR
-$367.0K
252,469
-2%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$330.0K
80,873
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$311.0K
7,616
+12%
增持
IWR
ISHARES TR
+$301.0K
31,161
+7%
建仓
CTAS
CINTAS CORP
+$300.0K
677
减持
CMBS
ISHARES TR
-$299.0K
28,600
-15%
建仓
QCOM
QUALCOMM INC
+$291.0K
1,592
减持
GLD
SPDR GOLD TR
-$282.0K
11,005
-16%
建仓
CNP
CENTERPOINT ENERGY INC
+$234.0K
8,374
建仓
CVX
CHEVRON CORP NEW
+$233.0K
1,982
增持
DON
WISDOMTREE TR
+$211.0K
48,923
+4%
建仓
PPL
PPL CORP
+$210.0K
6,988
建仓
KMB
KIMBERLY-CLARK CORP
+$209.0K
1,465
建仓
VZ
VERIZON COMMUNICATIONS INC
+$209.0K
4,026
减持
AGGY
WISDOMTREE TR
-$206.0K
27,175
-12%
建仓
VLO
VALERO ENERGY CORP
+$205.0K
2,728
建仓
CF
CF INDS HLDGS INC
+$204.0K
2,875
建仓
TFC
TRUIST FINL CORP
+$204.0K
3,488
建仓
D
DOMINION ENERGY INC
+$203.0K
2,585
清仓
SCHA
SCHWAB STRATEGIC TR
-$202.0K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$163.0K
4,782
+5%
增持
QUAL
ISHARES TR
+$159.0K
5,664
+12%
增持
VOO
VANGUARD INDEX FDS
+$138.0K
1,429
+16%
增持
XLB
SELECT SECTOR SPDR TR
+$127.0K
5,284
+19%
增持
VLUE
ISHARES TR
+$115.0K
4,886
+17%
增持
MDYG
SPDR SER TR
+$114.0K
15,250
+2%
减持
SJNK
SPDR SER TR
-$113.0K
10,589
-28%
减持
USHY
ISHARES TR
-$111.0K
6,805
-28%
减持
HYS
PIMCO ETF TR
-$108.0K
2,897
-27%
减持
HYLB
DBX ETF TR
-$106.0K
6,549
-28%
减持
AVIG
AMERICAN CENTY ETF TR
-$106.0K
38,722
-5%
增持
SLYG
SPDR SER TR
+$101.0K
8,192
+8%
增持
XLV
SELECT SECTOR SPDR TR
+$89.0K
5,155
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$81.0K
5,265
+8%
减持
GSIE
GOLDMAN SACHS ETF TR
-$79.0K
8,426
-23%
减持
GEM
GOLDMAN SACHS ETF TR
-$76.0K
6,031
-25%
增持
XLF
SELECT SECTOR SPDR TR
+$73.0K
15,023
+10%
减持
GDX
VANECK ETF TRUST
-$67.0K
7,714
-28%
减持
JQUA
J P MORGAN EXCHANGE-TRADED F
-$63.0K
5,541
-28%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$60.0K
10,480
+1%
减持
SCHV
SCHWAB STRATEGIC TR
-$59.0K
3,759
-24%
增持
IWM
ISHARES TR
+$56.0K
7,134
+2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$54.0K
4,950
-23%
增持
XLC
SELECT SECTOR SPDR TR
+$51.0K
5,232
+18%
减持
AVUV
AMERICAN CENTY ETF TR
+$45.0K
18,448
-2%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$42.0K
3,668
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$41.0K
5,192
+9%
减持
—
WISDOMTREE TR
-$39.0K
109,807
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$33.0K
894
+4%
增持
PRU
PRUDENTIAL FINL INC
+$31.0K
2,791
+8%
增持
KEY
KEYCORP
+$28.0K
9,911
+7%
增持
—
EXXON MOBIL CORP
+$28.0K
4,910
+6%
增持
PM
PHILIP MORRIS INTL INC
+$24.0K
2,422
+12%
减持
SPTL
SPDR SER TR
-$23.0K
19,375
-5%
减持
KO
COCA COLA CO
+$23.0K
4,548
-3%
增持
OKE
ONEOK INC NEW
+$22.0K
3,831
+10%
减持
AGG
ISHARES TR
-$18.0K
3,362
-4%
增持
T
AT&T INC
-$14.0K
12,688
+5%
减持
HON
HONEYWELL INTL INC
-$13.0K
1,042
-4%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$11.0K
13,053
+6%
增持
LUMN
LUMEN TECHNOLOGIES INC
+$8.0K
12,326
+4%
减持
HAWX
ISHARES TR
-$6.0K
7,916
-4%
减持
IHDG
WISDOMTREE TR
+$6.0K
5,696
-4%
减持
HEFA
ISHARES TR
-$5.0K
7,495
-4%
增持
OSBC
OLD SECOND BANCORP INC ILL
-$4.0K
11,245
+0%
增持
EMR
EMERSON ELEC CO
+$1.0K
3,014
+2%
