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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 139 项
建仓 16
增持 41
减持 78
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
SPSB
SPDR SER TR
-$8.7M
0
-100%
建仓
SGOV
ISHARES TR
+$8.1M
80,369
减持
IVV
ISHARES TR
-$5.8M
22,759
-35%
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
IWY
ISHARES TR
-$4.9M
0
-100%
减持
BIL
SPDR SER TR
-$4.9M
75,211
-41%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$4.8M
53,483
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$4.3M
110,937
增持
SPYG
SPDR SER TR
+$3.8M
117,681
+125%
建仓
USMV
ISHARES TR
+$2.0M
27,852
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.8M
73,501
减持
SPYM
SPDR SER TR
-$1.2M
167,852
-9%
减持
SPTM
SPDR SER TR
-$996.1K
142,055
-9%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$949.0K
44,661
建仓
CLOZ
SERIES PORTFOLIOS TR
+$937.1K
35,851
减持
USFR
WISDOMTREE TR
-$910.1K
29,429
-38%
建仓
CLOX
SERIES PORTFOLIOS TR
+$908.5K
35,896
减持
LGLV
SPDR SER TR
-$734.8K
47,291
-6%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$632.2K
77,240
-12%
减持
FLRN
SPDR SER TR
-$618.0K
271,190
-7%
减持
JAAA
JANUS DETROIT STR TR
-$583.6K
177,515
-7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$481.9K
24,546
-7%
减持
GLD
SPDR GOLD TR
-$416.1K
8,573
-19%
增持
AAPL
APPLE INC
-$397.2K
26,024
+4%
减持
EMXC
ISHARES INC
-$362.4K
57,791
-7%
建仓
BUFG
FIRST TR EXCHNG TRADED FD VI
+$293.3K
14,913
减持
USTB
VICTORY PORTFOLIOS II
-$283.4K
76,377
-7%
减持
SLV
ISHARES SILVER TR
-$254.6K
64,306
-14%
减持
GBIL
GOLDMAN SACHS ETF TR
-$234.5K
36,541
-6%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$230.7K
3,133
清仓
DEO
DIAGEO PLC
-$229.5K
0
-100%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$219.2K
6,555
清仓
HON
HONEYWELL INTL INC
-$213.3K
0
-100%
建仓
HD
HOME DEPOT INC
+$213.1K
705
建仓
FMF
FIRST TR EXCHANGE-TRADED FD
+$212.6K
4,341
建仓
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$206.5K
7,196
建仓
JPM
JPMORGAN CHASE & CO
+$202.4K
1,396
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$197.7K
27,536
-2%
减持
MSFT
MICROSOFT CORP
-$181.6K
4,067
-6%
减持
F
FORD MTR CO DEL
-$151.7K
47,114
-3%
减持
GPC
GENUINE PARTS CO
-$151.4K
5,744
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$147.9K
65,019
+5%
减持
HYG
ISHARES TR
-$142.6K
29,243
-4%
减持
DTE
DTE ENERGY CO
-$104.9K
6,141
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$103.8K
16,824
-4%
减持
FISV
FISERV INC
-$100.5K
3,211
-13%
减持
PFE
PFIZER INC
-$99.7K
11,700
-12%
增持
PEP
PEPSICO INC
+$94.8K
2,596
+39%
增持
TSLA
TESLA INC
-$92.9K
1,331
+7%
减持
OMC
OMNICOM GROUP INC
-$87.4K
4,041
-1%
增持
DON
WISDOMTREE TR
+$86.8K
45,093
+8%
减持
T
AT&T INC
-$82.5K
28,332
-11%
减持
HPQ
HP INC
-$82.0K
12,814
-4%
减持
KMB
KIMBERLY-CLARK CORP
-$79.3K
4,384
-1%
增持
—
EXXON MOBIL CORP
+$75.5K
5,355
+4%
减持
MDYG
SPDR SER TR
-$73.6K
19,144
-2%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$72.6K
12,150
+1%
增持
—
INTERPUBLIC GROUP COS INC
-$72.2K
9,649
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$67.2K
10,777
-0%
增持
GOOGL
ALPHABET INC
+$65.9K
4,400
+3%
增持
AMZN
AMAZON COM INC
+$65.3K
3,657
+19%
增持
MCD
MCDONALDS CORP
-$63.6K
1,934
+1%
增持
ILTB
ISHARES TR
-$62.1K
47,394
+8%
减持
JNK
SPDR SER TR
-$60.7K
10,752
-4%
减持
CVX
CHEVRON CORP NEW
+$60.1K
5,699
-0%
增持
SPYV
SPDR SER TR
+$58.3K
85,905
+6%
减持
FE
FIRSTENERGY CORP
-$57.9K
6,879
-9%
减持
D
DOMINION ENERGY INC
-$57.5K
7,678
-1%
增持
CAG
CONAGRA BRANDS INC
-$55.9K
9,412
+1%
增持
GDX
VANECK ETF TRUST
+$50.8K
10,560
+36%
减持
—
INVESCO LTD
-$50.0K
18,348
-3%
增持
NVDA
NVIDIA CORPORATION
+$48.9K
1,325
+6%
增持
META
META PLATFORMS INC
+$48.3K
1,587
+6%
增持
GIS
GENERAL MLS INC
-$47.7K
3,924
+1%
减持
PPL
PPL CORP
-$47.1K
10,382
-6%
减持
KEY
KEYCORP
+$46.6K
39,208
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$46.4K
500
+17%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$41.4K
10,288
+20%
减持
OGE
OGE ENERGY CORP
-$41.0K
9,547
-5%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$40.8K
5,567
-3%
减持
PM
PHILIP MORRIS INTL INC
-$40.1K
5,775
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$40.0K
2,134
+3%
减持
EIX
EDISON INTL
-$38.8K
5,069
-2%
增持
COST
COSTCO WHSL CORP NEW
+$37.7K
569
+8%
减持
BEN
FRANKLIN RESOURCES INC
-$37.4K
12,079
-3%
增持
IEI
ISHARES TR
-$36.4K
27,540
+1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$36.1K
3,577
-1%
减持
VLO
VALERO ENERGY CORP
+$35.4K
2,261
-7%
增持
NI
NISOURCE INC
-$35.1K
15,544
+2%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$34.7K
41,334
-4%
减持
EXC
EXELON CORP
-$33.8K
8,221
-3%
减持
IP
INTERNATIONAL PAPER CO
+$31.9K
12,932
-4%
减持
SON
SONOCO PRODS CO
-$31.2K
4,771
-3%
增持
SUN
SUNOCO LP/SUNOCO FIN CORP
+$31.1K
5,020
+2%
减持
WEC
WEC ENERGY GROUP INC
-$30.6K
3,273
-2%
减持
LNT
ALLIANT ENERGY CORP
-$30.2K
5,686
-2%
增持
CMS
CMS ENERGY CORP
-$27.0K
7,022
+3%
减持
KO
COCA COLA CO
-$26.6K
4,826
-2%
增持
SPMB
SPDR SER TR
-$26.5K
60,394
+3%
减持
AGG
ISHARES TR
-$26.1K
4,356
-2%
减持
CMA
COMERICA INC
-$25.6K
6,980
-6%
减持
DOW
DOW INC
-$25.1K
7,224
-3%
增持
SPTS
SPDR SER TR
+$24.2K
108,518
+1%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$23.7K
7,401
-6%
减持
FITB
FIFTH THIRD BANCORP
-$23.6K
11,999
-4%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$23.5K
10,279
+2%
增持
AVIG
AMERICAN CENTY ETF TR
+$22.9K
37,807
+6%
减持
PG
PROCTER AND GAMBLE CO
-$22.6K
2,539
-2%
减持
USB
US BANCORP DEL
-$22.2K
10,263
-6%
减持
HEFA
ISHARES TR
-$21.3K
6,676
-7%
减持
ETR
ENTERGY CORP NEW
-$20.8K
3,349
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$20.2K
13,781
+1%
减持
CMBS
ISHARES TR
-$19.1K
13,396
-1%
减持
WSO
WATSCO INC
-$18.7K
1,094
-3%
减持
TFC
TRUIST FINL CORP
-$17.6K
10,047
-0%
减持
—
NEW YORK CMNTY BANCORP INC
-$16.8K
23,836
-7%
减持
HYBL
SSGA ACTIVE TR
-$14.6K
22,040
-2%
减持
JNJ
JOHNSON & JOHNSON
-$14.5K
1,418
-0%
增持
AGGY
WISDOMTREE TR
+$13.4K
28,204
+5%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$13.3K
49,533
+0%
增持
VOO
VANGUARD INDEX FDS
+$12.7K
2,434
+5%
减持
HAWX
ISHARES TR
-$12.0K
7,423
-3%
减持
SJNK
SPDR SER TR
-$11.6K
8,724
-4%
减持
PRU
PRUDENTIAL FINL INC
+$11.2K
4,368
-4%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$9.2K
3,683
-1%
减持
CSCO
CISCO SYS INC
-$9.2K
5,147
-7%
减持
NRG
NRG ENERGY INC
-$9.0K
8,209
-6%
增持
IWR
ISHARES TR
+$7.8K
31,082
+6%
增持
OSBC
OLD SECOND BANCORP INC ILL
+$6.7K
11,460
+0%
减持
OKE
ONEOK INC NEW
-$6.4K
5,596
-4%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$6.3K
4,748
+3%
减持
CFG
CITIZENS FINL GROUP INC
-$5.7K
10,514
-5%
增持
IHDG
WISDOMTREE TR
-$4.6K
6,083
+2%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$4.2K
6,483
-5%
增持
IWM
ISHARES TR
-$3.6K
8,132
+6%
减持
—
LYONDELLBASELL INDUSTRIES N
-$2.4K
4,923
-4%
建仓
—
BRAINSTORM CELL THERAPEUTICS
+$2.4K
12,000
减持
EMR
EMERSON ELEC CO
-$1.9K
3,884
-7%
增持
SLYG
SPDR SER TR
+$1.6K
9,984
+5%
减持
NWL
NEWELL BRANDS INC
-$136
30,958
-4%
