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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 116 项
建仓 22
增持 66
减持 14
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SER TR
-$7.6M
52,535
-66%
清仓
ITOT
ISHARES TR
-$7.2M
0
-100%
清仓
IVOL
KRANESHARES TR
-$6.8M
0
-100%
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
IVV
ISHARES TR
-$6.5M
12,329
-51%
增持
FNDX
SCHWAB STRATEGIC TR
+$6.4M
152,842
+252%
建仓
IVW
ISHARES TR
+$5.6M
73,823
建仓
FLRN
SPDR SER TR
+$4.8M
158,843
增持
GLD
SPDR GOLD TR
+$4.2M
33,800
+207%
建仓
SRLN
SSGA ACTIVE ETF TR
+$4.1M
92,230
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$4.1M
232,872
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$4.0M
191,231
建仓
MDYV
SPDR SER TR
+$3.7M
52,823
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$3.5M
12,103
-44%
清仓
—
WISDOMTREE TR
-$2.8M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.7M
37,408
-29%
清仓
HYG
ISHARES TR
-$1.4M
0
-100%
建仓
SHV
ISHARES TR
+$1.2M
10,839
建仓
BIL
SPDR SER TR
+$1.1M
11,912
清仓
JNK
SPDR SER TR
-$987.0K
0
-100%
增持
SPMD
SPDR SER TR
+$738.0K
87,223
+29%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$676.0K
74,782
+22%
增持
EMXC
ISHARES INC
+$616.0K
70,135
+23%
增持
IEI
ISHARES TR
+$397.0K
34,336
+16%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$395.0K
61,439
+18%
增持
SPTS
SPDR SER TR
+$384.0K
115,633
+16%
减持
AAPL
APPLE INC
-$352.0K
17,694
-9%
建仓
MINT
PIMCO ETF TR
+$350.0K
3,499
增持
SPTM
SPDR SER TR
+$341.0K
229,088
+8%
清仓
DEO
DIAGEO PLC
-$291.0K
0
-100%
清仓
SJNK
SPDR SER TR
-$287.0K
0
-100%
清仓
HYS
PIMCO ETF TR
-$287.0K
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$282.0K
2,746
减持
SPTL
SPDR SER TR
-$280.0K
14,196
-27%
清仓
USHY
ISHARES TR
-$280.0K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$275.0K
0
-100%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$267.0K
80,663
+15%
清仓
HYLB
DBX ETF TR
-$261.0K
0
-100%
建仓
IP
INTERNATIONAL PAPER CO
+$260.0K
5,644
清仓
COST
COSTCO WHSL CORP NEW
-$256.0K
0
-100%
清仓
JQUA
J P MORGAN EXCHANGE-TRADED F
-$252.0K
0
-100%
建仓
ETR
ENTERGY CORP NEW
+$238.0K
2,040
建仓
WU
WESTERN UN CO
+$234.0K
12,465
建仓
AEP
AMERICAN ELEC PWR CO INC
+$227.0K
2,278
建仓
—
PROSHARES TR
+$222.0K
15,726
建仓
FE
FIRSTENERGY CORP
+$221.0K
4,827
建仓
EIX
EDISON INTL
+$220.0K
3,134
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$215.0K
1,652
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$215.0K
86,931
+7%
建仓
HP
HELMERICH & PAYNE INC
+$212.0K
4,956
建仓
—
EATON CORP PLC
+$212.0K
1,397
增持
USTB
VICTORY PORTFOLIOS II
+$209.0K
83,062
+8%
建仓
SRE
SEMPRA
+$209.0K
1,242
清仓
XRT
SPDR SER TR
-$207.0K
0
-100%
建仓
—
WESTROCK CO
+$201.0K
4,270
增持
XLE
SELECT SECTOR SPDR TR
+$183.0K
6,167
+19%
增持
SPMB
SPDR SER TR
+$155.0K
66,629
+17%
减持
AVUV
AMERICAN CENTY ETF TR
-$146.0K
16,588
-10%
增持
VLO
VALERO ENERGY CORP
+$135.0K
3,347
+23%
增持
SLV
ISHARES SILVER TR
+$135.0K
64,191
+4%
减持
XLI
SELECT SECTOR SPDR TR
-$133.0K
4,120
-22%
增持
SPYM
SPDR SER TR
+$133.0K
241,809
+6%
增持
—
EXXON MOBIL CORP
+$121.0K
5,103
+4%
增持
EMR
EMERSON ELEC CO
+$114.0K
4,020
+33%
增持
CF
CF INDS HLDGS INC
+$109.0K
3,034
+6%
增持
CVX
CHEVRON CORP NEW
+$109.0K
2,103
+6%
减持
SPYV
SPDR SER TR
-$103.0K
103,879
-2%
增持
OKE
ONEOK INC NEW
+$100.0K
4,602
+20%
增持
MDYG
SPDR SER TR
+$96.0K
18,048
+18%
增持
T
AT&T INC
+$95.0K
17,220
+36%
增持
DON
WISDOMTREE TR
+$94.0K
50,972
+4%
增持
XLB
SELECT SECTOR SPDR TR
+$86.0K
6,406
+21%
增持
IWM
ISHARES TR
+$85.0K
8,144
+14%
增持
PRU
PRUDENTIAL FINL INC
+$83.0K
3,257
+17%
增持
ILTB
ISHARES TR
-$81.0K
54,991
+10%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$78.0K
3,911
-21%
增持
AVIG
AMERICAN CENTY ETF TR
-$77.0K
39,945
+3%
增持
XLK
SELECT SECTOR SPDR TR
-$75.0K
7,857
+3%
增持
GDX
VANECK ETF TRUST
+$72.0K
8,326
+8%
增持
DTE
DTE ENERGY CO
+$72.0K
3,603
+7%
增持
CNP
CENTERPOINT ENERGY INC
+$65.0K
9,756
+17%
增持
VNQ
VANGUARD INDEX FDS
-$64.0K
38,798
+5%
增持
D
DOMINION ENERGY INC
+$62.0K
3,114
+20%
减持
AGG
ISHARES TR
-$57.0K
3,050
-9%
增持
KO
COCA COLA CO
+$55.0K
5,218
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$55.0K
5,191
+29%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$51.0K
900
+1%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$49.0K
4,277
+17%
增持
XLY
SELECT SECTOR SPDR TR
-$47.0K
5,033
+5%
增持
GEM
GOLDMAN SACHS ETF TR
+$46.0K
7,943
+32%
增持
LUMN
LUMEN TECHNOLOGIES INC
+$44.0K
17,625
+43%
减持
IHDG
WISDOMTREE TR
-$39.0K
5,173
-9%
减持
HEFA
ISHARES TR
-$39.0K
6,665
-11%
增持
PM
PHILIP MORRIS INTL INC
+$35.0K
2,817
+16%
增持
SLYG
SPDR SER TR
+$34.0K
9,472
+16%
增持
PPL
PPL CORP
+$33.0K
8,501
+22%
减持
HAWX
ISHARES TR
-$33.0K
7,199
-9%
增持
TFC
TRUIST FINL CORP
+$33.0K
4,173
+20%
增持
AGGY
WISDOMTREE TR
+$31.0K
29,984
+10%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$25.0K
15,429
+18%
增持
KEY
KEYCORP
+$24.0K
11,323
+14%
增持
QUAL
ISHARES TR
-$24.0K
5,940
+5%
增持
MTUM
ISHARES TR
-$23.0K
2,889
+3%
增持
OSBC
OLD SECOND BANCORP INC ILL
+$22.0K
11,277
+0%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$22.0K
10,552
+1%
增持
GSIE
GOLDMAN SACHS ETF TR
-$19.0K
8,509
+1%
增持
IWR
ISHARES TR
-$18.0K
32,924
+6%
增持
QCOM
QUALCOMM INC
-$13.0K
1,817
+14%
增持
HON
HONEYWELL INTL INC
-$13.0K
1,047
+0%
增持
VLUE
ISHARES TR
+$12.0K
5,232
+7%
增持
XLC
SELECT SECTOR SPDR TR
+$7.0K
6,011
+15%
增持
USMV
ISHARES TR
+$6.0K
66,965
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$4.0K
15,431
+3%
增持
VOO
VANGUARD INDEX FDS
+$3.0K
1,511
+6%
增持
XLV
SELECT SECTOR SPDR TR
-$2.0K
5,288
+3%
增持
KMB
KIMBERLY-CLARK CORP
+$2.0K
1,711
+17%
增持
CMBS
ISHARES TR
+$2.0K
30,477
+7%
