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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
22Q3 调仓
2022-03-31 → 2022-09-30 · 共 147 项
建仓 45
增持 40
减持 24
清仓 38
方向
标的
Δ市值
现股数(环比)
建仓
LQDH
ISHARES U S ETF TR
+$12.0M
135,777
建仓
JAAA
JANUS DETROIT STR TR
+$9.7M
197,837
增持
IVV
ISHARES TR
+$9.0M
40,732
+230%
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。
建仓
SPSB
SPDR SER TR
+$9.0M
307,524
清仓
FNDX
SCHWAB STRATEGIC TR
-$8.9M
0
-100%
增持
FLRN
SPDR SER TR
+$7.3M
401,732
+153%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$5.9M
0
-100%
清仓
IVW
ISHARES TR
-$5.6M
0
-100%
减持
SPYM
SPDR SER TR
-$4.7M
193,299
-20%
减持
SPTM
SPDR SER TR
-$4.6M
184,626
-19%
减持
GLD
SPDR GOLD TR
-$4.5M
10,571
-69%
清仓
VNQ
VANGUARD INDEX FDS
-$4.2M
0
-100%
清仓
SPMD
SPDR SER TR
-$4.1M
0
-100%
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$4.1M
0
-100%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$4.1M
0
-100%
清仓
EMXC
ISHARES INC
-$4.1M
0
-100%
减持
MDYV
SPDR SER TR
-$3.5M
3,580
-93%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$3.5M
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$3.0M
346,604
+81%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.9M
171,786
+86%
建仓
USFR
WISDOMTREE TR
+$2.5M
49,729
减持
USMV
ISHARES TR
-$1.9M
49,368
-26%
建仓
ITOT
ISHARES TR
+$1.8M
22,283
减持
SPYV
SPDR SER TR
-$1.3M
88,618
-15%
清仓
XLK
SELECT SECTOR SPDR TR
-$1.2M
0
-100%
减持
ILTB
ISHARES TR
-$1.2M
47,132
-14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
10,350
+527%
清仓
XLY
SELECT SECTOR SPDR TR
-$931.0K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$886.0K
71,508
-11%
建仓
GPC
GENUINE PARTS CO
+$859.0K
5,751
减持
IEI
ISHARES TR
-$837.0K
29,349
-15%
增持
SPYG
SPDR SER TR
-$826.0K
52,936
+1%
清仓
QUAL
ISHARES TR
-$800.0K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$724.0K
0
-100%
减持
IWR
ISHARES TR
-$722.0K
29,723
-10%
减持
DON
WISDOMTREE TR
-$643.0K
43,041
-16%
增持
BIL
SPDR SER TR
+$608.0K
18,525
+56%
清仓
XLF
SELECT SECTOR SPDR TR
-$591.0K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$565.0K
0
-100%
增持
SHV
ISHARES TR
+$553.0K
15,894
+47%
清仓
VLUE
ISHARES TR
-$547.0K
0
-100%
清仓
SPTL
SPDR SER TR
-$537.0K
0
-100%
建仓
TSLA
TESLA INC
+$534.0K
2,014
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$531.0K
52,295
-15%
建仓
USB
US BANCORP DEL
+$531.0K
13,160
建仓
MET
METLIFE INC
+$514.0K
8,464
建仓
MSFT
MICROSOFT CORP
+$501.0K
2,151
清仓
MTUM
ISHARES TR
-$486.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$471.0K
0
-100%
减持
IWM
ISHARES TR
-$426.0K
7,555
-7%
清仓
XLI
SELECT SECTOR SPDR TR
-$424.0K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$413.0K
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
-$392.0K
14,109
-15%
建仓
GILD
GILEAD SCIENCES INC
+$392.0K
6,359
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$377.0K
6,703
建仓
MPC
MARATHON PETE CORP
+$364.0K
3,661
减持
SPTS
SPDR SER TR
-$360.0K
106,162
-8%
减持
AVIG
AMERICAN CENTY ETF TR
-$335.0K
36,500
-9%
建仓
WSO
WATSCO INC
+$335.0K
1,301
建仓
CMS
CMS ENERGY CORP
+$328.0K
5,630
清仓
GDX
VANECK ETF TRUST
-$319.0K
0
-100%
清仓
CF
CF INDS HLDGS INC
-$313.0K
0
-100%
减持
SPMB
SPDR SER TR
-$313.0K
59,834
-10%
建仓
MRK
MERCK & CO INC
+$311.0K
3,614
增持
HBAN
HUNTINGTON BANCSHARES INC
+$305.0K
40,289
+161%
建仓
OMC
OMNICOM GROUP INC
+$304.0K
4,815
清仓
CNP
CENTERPOINT ENERGY INC
-$299.0K
0
-100%
建仓
GIS
GENERAL MLS INC
+$286.0K
3,737
建仓
BAC
BK OF AMERICA CORP
+$282.0K
9,354
清仓
QCOM
QUALCOMM INC
-$278.0K
0
-100%
减持
AGGY
WISDOMTREE TR
-$278.0K
27,411
-9%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$278.0K
0
-100%
建仓
NI
NISOURCE INC
+$274.0K
10,874
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$271.0K
7,500
清仓
GEM
GOLDMAN SACHS ETF TR
-$269.0K
0
-100%
建仓
UGI
UGI CORP NEW
+$269.0K
8,333
建仓
EXC
EXELON CORP
+$269.0K
7,179
减持
CMBS
ISHARES TR
-$267.0K
27,311
-10%
建仓
AMZN
AMAZON COM INC
+$265.0K
2,342
清仓
D
DOMINION ENERGY INC
-$265.0K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$262.0K
0
-100%
建仓
OGE
OGE ENERGY CORP
+$260.0K
7,120
建仓
—
INTERPUBLIC GROUP COS INC
+$259.0K
10,135
增持
CVX
CHEVRON CORP NEW
+$258.0K
4,178
+99%
建仓
CAG
CONAGRA BRANDS INC
+$248.0K
7,601
建仓
CFG
CITIZENS FINL GROUP INC
+$246.0K
7,172
建仓
CAT
CATERPILLAR INC
+$246.0K
1,499
建仓
COST
COSTCO WHSL CORP NEW
+$243.0K
515
建仓
SON
SONOCO PRODS CO
+$240.0K
4,229
清仓
TFC
TRUIST FINL CORP
-$237.0K
0
-100%
建仓
BEN
FRANKLIN RESOURCES INC
+$233.0K
10,848
建仓
MCD
MCDONALDS CORP
+$227.0K
984
清仓
HEFA
ISHARES TR
-$226.0K
0
-100%
建仓
DEO
DIAGEO PLC
+$225.0K
1,323
清仓
HAWX
ISHARES TR
-$224.0K
0
-100%
建仓
INTC
INTEL CORP
+$223.0K
8,671
清仓
IHDG
WISDOMTREE TR
-$222.0K
0
-100%
清仓
—
PROSHARES TR
-$222.0K
0
-100%
建仓
CMA
COMERICA INC
+$221.0K
3,109
建仓
NRG
NRG ENERGY INC
+$219.0K
5,735
建仓
HPQ
HP INC
+$216.0K
8,683
建仓
PEP
PEPSICO INC
+$215.0K
1,317
清仓
HP
HELMERICH & PAYNE INC
-$212.0K
0
-100%
清仓
—
EATON CORP PLC
-$212.0K
0
-100%
建仓
LNT
ALLIANT ENERGY CORP
+$210.0K
3,954
建仓
DOW
DOW INC
+$210.0K
4,777
建仓
—
INVESCO LTD
+$209.0K
15,267
清仓
HON
HONEYWELL INTL INC
-$204.0K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$201.0K
2,244
清仓
—
WESTROCK CO
-$201.0K
0
-100%
增持
MINT
PIMCO ETF TR
+$187.0K
5,434
+55%
增持
AAPL
APPLE INC
+$181.0K
23,668
+34%
增持
SLV
ISHARES SILVER TR
-$162.0K
74,680
+16%
减持
EMR
EMERSON ELEC CO
-$159.0K
3,210
-20%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$148.0K
9,437
-11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$125.0K
10,244
+97%
建仓
F
FORD MTR CO DEL
+$119.0K
10,645
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$113.0K
72,682
-3%
增持
PM
PHILIP MORRIS INTL INC
+$113.0K
4,554
+62%
建仓
EIM
EATON VANCE MUN BD FD
+$110.0K
11,323
增持
VLO
VALERO ENERGY CORP
+$94.0K
4,064
+21%
增持
IP
INTERNATIONAL PAPER CO
+$90.0K
11,025
+95%
增持
—
EXXON MOBIL CORP
+$88.0K
5,826
+14%
增持
KMB
KIMBERLY-CLARK CORP
+$84.0K
2,617
+53%
增持
SLYG
SPDR SER TR
-$73.0K
10,590
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$62.0K
1,422
+58%
减持
KO
COCA COLA CO
-$54.0K
4,813
-8%
增持
OKE
ONEOK INC NEW
+$52.0K
7,348
+60%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$38.0K
3,824
-11%
增持
WU
WESTERN UN CO
+$31.0K
19,623
+57%
增持
—
LYONDELLBASELL INDUSTRIES N
+$29.0K
4,136
+51%
增持
AEP
AMERICAN ELEC PWR CO INC
+$27.0K
2,940
+29%
增持
AGG
ISHARES TR
+$27.0K
3,677
+21%
增持
USTB
VICTORY PORTFOLIOS II
+$25.0K
86,048
+4%
增持
EIX
EDISON INTL
+$23.0K
4,288
+37%
增持
DTE
DTE ENERGY CO
-$23.0K
3,935
+9%
增持
PPL
PPL CORP
-$22.0K
8,730
+3%
增持
KEY
KEYCORP
-$22.0K
14,431
+27%
增持
PRU
PRUDENTIAL FINL INC
+$20.0K
4,724
+45%
增持
LUMN
LUMEN TECHNOLOGIES INC
-$20.0K
24,644
+40%
增持
OSBC
OLD SECOND BANCORP INC ILL
-$16.0K
11,339
+1%
增持
ETR
ENTERGY CORP NEW
+$15.0K
2,514
+23%
增持
FE
FIRSTENERGY CORP
+$13.0K
6,315
+31%
增持
SRE
SEMPRA
+$9.0K
1,456
+17%
增持
T
AT&T INC
+$8.0K
27,044
+57%
增持
VOO
VANGUARD INDEX FDS
+$7.0K
1,932
+28%
增持
MDYG
SPDR SER TR
-$5.0K
22,103
+22%
