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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 134 项
建仓 16
增持 76
减持 28
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$8.5M
35,277
+127%
清仓
FLOT
ISHARES TR
-$8.2M
0
-100%
减持
SPYV
SPDR SER TR
-$6.5M
82,533
-68%
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
IWY
ISHARES TR
+$4.4M
31,470
清仓
LQDH
ISHARES U S ETF TR
-$4.2M
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$3.9M
26,881
建仓
GBIL
GOLDMAN SACHS ETF TR
+$3.9M
38,647
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$3.7M
28,377
增持
SPTM
SPDR SER TR
+$3.7M
160,635
+74%
清仓
MDYV
SPDR SER TR
-$3.2M
0
-100%
减持
FLRN
SPDR SER TR
-$3.2M
301,246
-26%
建仓
EMXC
ISHARES INC
+$3.2M
64,191
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$3.0M
0
-100%
清仓
HYG
ISHARES TR
-$2.4M
0
-100%
建仓
IEF
ISHARES TR
+$2.2M
22,062
清仓
HDV
ISHARES TR
-$2.1M
0
-100%
建仓
SPTI
SPDR SER TR
+$1.5M
51,187
清仓
JNK
SPDR SER TR
-$1.1M
0
-100%
增持
AAPL
APPLE INC
+$887.4K
24,114
+1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$851.1K
72,573
+32%
增持
SPYM
SPDR SER TR
+$797.9K
192,695
+2%
减持
MDYG
SPDR SER TR
-$626.7K
19,759
-35%
建仓
HYBL
SSGA ACTIVE TR
+$621.6K
22,393
增持
BIL
SPDR SER TR
+$563.6K
131,078
+5%
减持
CMBS
ISHARES TR
-$490.1K
13,905
-44%
增持
ILTB
ISHARES TR
+$476.5K
44,354
+18%
增持
IEI
ISHARES TR
+$433.7K
27,843
+13%
增持
SPYG
SPDR SER TR
+$384.4K
54,696
+5%
增持
MCD
MCDONALDS CORP
+$378.7K
2,479
+108%
增持
SPTS
SPDR SER TR
+$354.6K
108,755
+11%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$336.8K
9,741
建仓
UNM
UNUM GROUP
+$335.8K
8,490
清仓
WU
WESTERN UN CO
-$312.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$287.4K
1,989
+10%
增持
MSFT
MICROSOFT CORP
+$277.2K
3,186
+19%
建仓
TFC
TRUIST FINL CORP
+$274.8K
8,059
清仓
INTC
INTEL CORP
-$268.6K
0
-100%
清仓
SRE
SEMPRA
-$252.5K
0
-100%
清仓
CMA
COMERICA INC
-$249.7K
0
-100%
增持
META
META PLATFORMS INC
+$248.0K
2,254
+18%
清仓
SJNK
SPDR SER TR
-$238.1K
0
-100%
建仓
IHDG
WISDOMTREE TR
+$229.5K
5,823
清仓
HON
HONEYWELL INTL INC
-$217.9K
0
-100%
增持
—
EXXON MOBIL CORP
+$216.3K
11,268
+22%
建仓
JNJ
JOHNSON & JOHNSON
+$213.5K
1,377
增持
DTE
DTE ENERGY CO
+$212.2K
6,272
+55%
建仓
HEFA
ISHARES TR
+$206.6K
7,010
建仓
IAU
ISHARES GOLD TR
+$204.6K
5,474
建仓
HAWX
ISHARES TR
+$203.6K
7,436
增持
KMB
KIMBERLY-CLARK CORP
+$201.6K
4,470
+52%
增持
SPMB
SPDR SER TR
+$181.8K
59,266
+14%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$180.7K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$169.6K
4,130
-20%
增持
AVIG
AMERICAN CENTY ETF TR
+$167.8K
36,259
+9%
减持
MET
METLIFE INC
-$164.9K
8,317
-7%
增持
GPC
GENUINE PARTS CO
+$162.7K
6,963
+21%
增持
MRK
MERCK & CO INC
+$158.5K
5,465
+43%
增持
CVX
CHEVRON CORP NEW
+$157.1K
7,654
+26%
增持
USTB
VICTORY PORTFOLIOS II
+$150.3K
84,862
+3%
减持
CAT
CATERPILLAR INC
-$144.0K
1,035
-35%
减持
GLD
SPDR GOLD TR
+$137.9K
10,292
-0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$133.8K
49,623
+5%
增持
AGGY
WISDOMTREE TR
+$130.4K
27,193
+10%
增持
SPSB
SPDR SER TR
+$130.3K
305,747
+1%
增持
IWR
ISHARES TR
+$120.6K
29,882
+2%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$111.2K
44,342
+3%
增持
VOO
VANGUARD INDEX FDS
+$103.4K
2,230
+7%
增持
IWM
ISHARES TR
+$102.0K
7,806
+5%
增持
F
FORD MTR CO DEL
+$100.6K
18,237
+64%
增持
DOW
DOW INC
+$89.6K
6,015
+26%
增持
NRG
NRG ENERGY INC
+$89.1K
8,874
+31%
增持
PEP
PEPSICO INC
+$88.2K
1,768
+36%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$83.8K
1,709
+19%
增持
AMZN
AMAZON COM INC
+$83.2K
3,049
+11%
减持
CFG
CITIZENS FINL GROUP INC
-$82.3K
7,555
-5%
增持
PG
PROCTER AND GAMBLE CO
+$80.3K
2,385
+32%
增持
USB
US BANCORP DEL
-$78.6K
16,202
+7%
增持
NI
NISOURCE INC
+$77.6K
15,293
+20%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$75.9K
62,863
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$69.6K
10,879
+2%
减持
CTAS
CINTAS CORP
-$66.5K
517
-24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$62.6K
10,756
+19%
减持
JAAA
JANUS DETROIT STR TR
-$61.6K
196,741
-1%
增持
KEY
KEYCORP
-$61.4K
17,865
+9%
增持
T
AT&T INC
+$53.3K
31,247
+5%
增持
PM
PHILIP MORRIS INTL INC
+$51.2K
5,846
+14%
增持
EIX
EDISON INTL
+$50.5K
5,170
+5%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$47.6K
6,533
-12%
增持
LNT
ALLIANT ENERGY CORP
+$47.5K
5,846
+22%
减持
—
INVESCO LTD
-$46.4K
15,951
-7%
增持
AGG
ISHARES TR
+$46.2K
4,212
+9%
增持
WEC
WEC ENERGY GROUP INC
+$45.7K
3,396
+15%
增持
SLV
ISHARES SILVER TR
+$45.4K
71,476
+2%
减持
OKE
ONEOK INC NEW
-$45.0K
6,134
-7%
增持
FITB
FIFTH THIRD BANCORP
-$44.0K
8,181
+2%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$43.0K
7,932
-7%
减持
USFR
WISDOMTREE TR
-$42.3K
48,336
-2%
减持
SLYG
SPDR SER TR
-$40.2K
9,660
-7%
增持
CMS
CMS ENERGY CORP
+$34.6K
7,104
+12%
减持
WSO
WATSCO INC
-$33.7K
1,087
-29%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$33.6K
348,533
-0%
减持
OMC
OMNICOM GROUP INC
-$33.5K
4,197
-20%
增持
HPQ
HP INC
+$31.7K
10,455
+2%
减持
VLO
VALERO ENERGY CORP
+$28.3K
4,206
-5%
增持
OXY
OCCIDENTAL PETE CORP
+$26.9K
6,313
+8%
增持
ETR
ENTERGY CORP NEW
+$25.2K
3,184
+13%
增持
PKG
PACKAGING CORP AMER
+$24.9K
2,088
+1%
减持
GDX
VANECK ETF TRUST
+$23.9K
7,432
-2%
增持
OSBC
OLD SECOND BANCORP INC ILL
-$22.1K
11,393
+0%
减持
—
INTERPUBLIC GROUP COS INC
-$20.8K
9,288
-16%
增持
CAG
CONAGRA BRANDS INC
+$20.2K
9,141
+9%
减持
IP
INTERNATIONAL PAPER CO
+$18.0K
13,169
-0%
增持
—
MARATHON OIL CORP
-$16.1K
15,846
+8%
增持
SON
SONOCO PRODS CO
+$15.6K
5,072
+5%
增持
AEP
AMERICAN ELEC PWR CO INC
+$15.5K
3,664
+9%
增持
OGE
OGE ENERGY CORP
-$14.1K
8,370
+1%
减持
—
LYONDELLBASELL INDUSTRIES N
-$12.7K
4,116
-14%
增持
UGI
UGI CORP NEW
-$11.0K
9,901
+3%
增持
CBRE
CBRE GROUP INC
+$10.8K
3,392
+11%
增持
DON
WISDOMTREE TR
+$10.4K
42,605
+1%
增持
BEN
FRANKLIN RESOURCES INC
+$10.3K
12,465
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$10.2K
13,886
+2%
增持
SUN
SUNOCO LP/SUNOCO FIN CORP
+$7.4K
4,834
+2%
减持
MPC
MARATHON PETE CORP
-$6.4K
3,325
-15%
增持
FE
FIRSTENERGY CORP
-$6.4K
7,145
+2%
增持
KO
COCA COLA CO
-$5.5K
4,925
+1%
增持
GILD
GILEAD SCIENCES INC
+$5.4K
6,489
+5%
增持
PPL
PPL CORP
+$5.0K
10,613
+7%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$4.6K
9,463
-2%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$3.8K
4,646
+14%
减持
GIS
GENERAL MLS INC
+$3.7K
3,984
-1%
增持
BAC
BANK AMERICA CORP
+$3.5K
12,077
+17%
增持
EMR
EMERSON ELEC CO
+$2.3K
4,198
+11%
增持
EXC
EXELON CORP
-$676
8,615
+3%
