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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 139 项
建仓 19
增持 48
减持 56
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$7.2M
0
-100%
建仓
LGLV
SPDR SER TR
+$7.0M
50,134
建仓
HYG
ISHARES TR
+$2.3M
30,617
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
IEF
ISHARES TR
-$2.2M
0
-100%
清仓
SPTI
SPDR SER TR
-$1.5M
0
-100%
减持
IVV
ISHARES TR
+$1.1M
34,896
-1%
建仓
JNK
SPDR SER TR
+$1.0M
11,221
增持
AAPL
APPLE INC
+$876.3K
25,018
+4%
减持
—
EXXON MOBIL CORP
-$681.5K
5,168
-54%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$610.4K
87,856
+21%
清仓
MRK
MERCK & CO INC
-$581.4K
0
-100%
减持
IWY
ISHARES TR
+$566.6K
31,148
-1%
增持
MSFT
MICROSOFT CORP
+$547.1K
4,304
+35%
清仓
GILD
GILEAD SCIENCES INC
-$538.4K
0
-100%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$510.7K
28,009
-1%
建仓
GOOGL
ALPHABET INC
+$509.9K
4,260
增持
F
FORD MTR CO DEL
+$507.0K
48,699
+167%
建仓
PFE
PFIZER INC
+$487.8K
13,300
清仓
MET
METLIFE INC
-$481.9K
0
-100%
建仓
FISV
FISERV INC
+$463.2K
3,672
清仓
MPC
MARATHON PETE CORP
-$448.4K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$423.4K
6,843
建仓
D
DOMINION ENERGY INC
+$400.4K
7,732
清仓
OXY
OCCIDENTAL PETE CORP
-$394.1K
0
-100%
清仓
—
MARATHON OIL CORP
-$379.7K
0
-100%
减持
SPTM
SPDR SER TR
+$351.8K
155,264
-3%
减持
CVX
CHEVRON CORP NEW
-$348.0K
5,725
-25%
清仓
BAC
BANK AMERICA CORP
-$345.4K
0
-100%
清仓
UGI
UGI CORP NEW
-$344.1K
0
-100%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$343.3K
8,562
减持
SPYM
SPDR SER TR
+$338.8K
184,554
-4%
清仓
UNM
UNUM GROUP
-$335.8K
0
-100%
建仓
TSLA
TESLA INC
+$326.2K
1,246
减持
SPSB
SPDR SER TR
-$319.5K
296,867
-3%
建仓
CMA
COMERICA INC
+$315.7K
7,452
减持
VLO
VALERO ENERGY CORP
-$302.2K
2,430
-42%
清仓
PKG
PACKAGING CORP AMER
-$289.8K
0
-100%
建仓
—
NEW YORK CMNTY BANCORP INC
+$287.1K
25,546
建仓
CSCO
CISCO SYS INC
+$285.9K
5,526
建仓
NWL
NEWELL BRANDS INC
+$279.7K
32,148
减持
BIL
SPDR SER TR
-$278.8K
128,041
-2%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$247.8K
3,716
清仓
CBRE
CBRE GROUP INC
-$247.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$236.8K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$230.8K
17,452
+62%
建仓
SJNK
SPDR SER TR
+$225.0K
9,110
减持
JAAA
JANUS DETROIT STR TR
-$222.7K
190,932
-3%
减持
USB
US BANCORP DEL
-$222.6K
10,940
-32%
减持
FLRN
SPDR SER TR
-$218.0K
291,592
-3%
建仓
HON
HONEYWELL INTL INC
+$213.3K
1,028
建仓
UNH
UNITEDHEALTH GROUP INC
+$205.7K
428
清仓
IAU
ISHARES GOLD TR
-$204.6K
0
-100%
减持
GPC
GENUINE PARTS CO
-$184.4K
5,795
-17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$179.9K
2,075
+21%
减持
SPYG
SPDR SER TR
+$157.4K
52,211
-5%
增持
KEY
KEYCORP
+$151.6K
40,609
+127%
减持
USTB
VICTORY PORTFOLIOS II
-$142.7K
82,238
-3%
减持
SPYV
SPDR SER TR
+$125.4K
80,697
-2%
减持
IEI
ISHARES TR
-$122.8K
27,354
-2%
减持
MCD
MCDONALDS CORP
-$120.0K
1,921
-23%
增持
FITB
FIFTH THIRD BANCORP
+$109.6K
12,496
+53%
增持
VOO
VANGUARD INDEX FDS
+$104.6K
2,316
+4%
增持
HPQ
HP INC
+$104.5K
13,395
+28%
增持
T
AT&T INC
-$93.4K
31,854
+2%
减持
SPTS
SPDR SER TR
-$86.5K
107,414
-1%
增持
WSO
WATSCO INC
+$86.0K
1,132
+4%
增持
AMZN
AMAZON COM INC
+$84.6K
3,065
+1%
增持
—
LYONDELLBASELL INDUSTRIES N
+$82.2K
5,103
+24%
减持
ILTB
ISHARES TR
-$81.7K
43,756
-1%
减持
EMXC
ISHARES INC
+$75.5K
62,372
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$72.3K
26,463
-2%
增持
DOW
DOW INC
+$67.8K
7,465
+24%
增持
PRU
PRUDENTIAL FINL INC
+$61.5K
4,571
+11%
增持
CFG
CITIZENS FINL GROUP INC
+$58.0K
11,024
+46%
减持
IWR
ISHARES TR
+$55.3K
29,366
-2%
增持
—
INVESCO LTD
+$54.8K
18,823
+18%
减持
AVIG
AMERICAN CENTY ETF TR
-$52.2K
35,680
-2%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$50.4K
5,711
-13%
减持
META
META PLATFORMS INC
-$49.5K
1,492
-34%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$48.5K
62,121
-1%
减持
IWM
ISHARES TR
+$48.2K
7,694
-1%
增持
IP
INTERNATIONAL PAPER CO
-$48.1K
13,416
+2%
减持
MDYG
SPDR SER TR
+$44.9K
19,501
-1%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$44.1K
10,045
+6%
增持
OGE
OGE ENERGY CORP
+$44.0K
10,004
+20%
减持
GIS
GENERAL MLS INC
-$41.7K
3,896
-2%
减持
USFR
WISDOMTREE TR
-$38.9K
47,514
-2%
增持
PG
PROCTER AND GAMBLE CO
+$38.3K
2,590
+9%
减持
CMS
CMS ENERGY CORP
-$36.1K
6,808
-4%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$32.1K
43,095
-3%
减持
SPMB
SPDR SER TR
-$31.8K
58,545
-1%
减持
AGGY
WISDOMTREE TR
-$30.7K
26,860
-1%
增持
TFC
TRUIST FINL CORP
+$30.3K
10,051
+25%
增持
CAG
CONAGRA BRANDS INC
-$29.3K
9,312
+2%
减持
OKE
ONEOK INC NEW
-$28.4K
5,855
-5%
减持
AEP
AMERICAN ELEC PWR CO INC
-$28.2K
3,624
-1%
减持
WEC
WEC ENERGY GROUP INC
-$27.7K
3,335
-2%
增持
DTE
DTE ENERGY CO
+$27.5K
6,495
+4%
减持
AVUV
AMERICAN CENTY ETF TR
+$25.6K
13,581
-2%
减持
NVDA
NVIDIA CORPORATION
-$25.0K
1,247
-37%
增持
COST
COSTCO WHSL CORP NEW
+$24.4K
527
+1%
增持
PEP
PEPSICO INC
+$22.8K
1,863
+5%
增持
GBIL
GOLDMAN SACHS ETF TR
+$22.5K
38,899
+1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$22.2K
49,365
-1%
增持
JNJ
JOHNSON & JOHNSON
+$21.9K
1,422
+3%
减持
NRG
NRG ENERGY INC
+$20.9K
8,698
-2%
减持
CMBS
ISHARES TR
-$19.8K
13,574
-2%
减持
SON
SONOCO PRODS CO
-$18.8K
4,923
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$18.7K
10,797
-1%
增持
SLV
ISHARES SILVER TR
-$18.5K
74,799
+5%
减持
SLYG
SPDR SER TR
+$17.5K
9,485
-2%
减持
EXC
EXELON CORP
-$16.4K
8,456
-2%
增持
AGG
ISHARES TR
+$16.1K
4,448
+6%
增持
HEFA
ISHARES TR
+$15.6K
7,168
+2%
减持
DON
WISDOMTREE TR
+$14.3K
41,861
-2%
增持
HAWX
ISHARES TR
+$13.6K
7,631
+3%
增持
ETR
ENTERGY CORP NEW
-$12.5K
3,395
+7%
减持
EMR
EMERSON ELEC CO
+$11.2K
4,171
-1%
增持
OSBC
OLD SECOND BANCORP INC ILL
-$10.9K
11,433
+0%
增持
IHDG
WISDOMTREE TR
+$10.7K
5,981
+3%
减持
KMB
KIMBERLY-CLARK CORP
+$9.2K
4,412
-1%
增持
NI
NISOURCE INC
-$8.9K
15,310
+0%
增持
KO
COCA COLA CO
-$8.8K
4,927
+0%
减持
OMC
OMNICOM GROUP INC
-$7.5K
4,082
-3%
增持
GDX
VANECK ETF TRUST
-$7.1K
7,749
+4%
增持
FE
FIRSTENERGY CORP
+$6.8K
7,537
+5%
减持
LNT
ALLIANT ENERGY CORP
-$6.5K
5,824
-0%
增持
PM
PHILIP MORRIS INTL INC
+$6.3K
5,888
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$6.0K
12,033
+24%
增持
EIX
EDISON INTL
-$5.3K
5,178
+0%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$4.9K
7,833
-1%
建仓
—
CANOO INC
+$4.8K
10,020
增持
PPL
PPL CORP
-$3.2K
11,025
+4%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$3.2K
4,595
-1%
减持
—
INTERPUBLIC GROUP COS INC
+$2.9K
9,040
-3%
增持
SUN
SUNOCO LP/SUNOCO FIN CORP
+$2.4K
4,927
+2%
增持
BEN
FRANKLIN RESOURCES INC
-$1.5K
12,516
+0%
增持
HYBL
SSGA ACTIVE TR
+$497
22,434
+0%
增持
GLD
SPDR GOLD TR
+$216
10,579
+3%
