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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 141 项
建仓 12
增持 64
减持 59
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.7M
31,109
+71%
减持
SPYV
SPDR SER TR
-$4.1M
88,180
-52%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$4.0M
49,627
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
IJS
ISHARES TR
-$3.9M
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.5M
819,128
+12%
增持
MDYG
SPDR SER TR
+$3.3M
54,767
+184%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$2.7M
0
-100%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$2.2M
2,057,525
+1%
清仓
IJR
ISHARES TR
-$1.9M
0
-100%
减持
MDYV
SPDR SER TR
-$1.9M
2,925
-90%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.5M
14,025
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.4M
11,921
增持
IWY
ISHARES TR
+$1.3M
24,700
+23%
建仓
MTUM
ISHARES TR
+$1.1M
6,115
清仓
QUAL
ISHARES TR
-$702.6K
0
-100%
增持
SPTS
SPDR SER TR
+$607.3K
107,117
+25%
增持
SPYG
SPDR SER TR
+$604.1K
53,238
+5%
增持
NVDA
NVIDIA CORPORATION
+$595.6K
1,421
+2%
增持
IEI
ISHARES TR
+$576.8K
26,742
+24%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$538.5K
62,339
+53%
增持
ILTB
ISHARES TR
+$405.0K
46,175
+24%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$401.7K
48,410
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$400.3K
2,851
+27%
建仓
HYG
ISHARES TR
+$345.8K
4,449
增持
AAPL
APPLE INC
-$340.9K
27,244
+5%
增持
IWR
ISHARES TR
+$333.5K
32,428
+5%
增持
AVIG
AMERICAN CENTY ETF TR
+$323.2K
38,020
+28%
增持
META
META PLATFORMS INC
+$317.7K
1,838
+13%
增持
MSFT
MICROSOFT CORP
+$300.3K
3,956
+9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$297.7K
69,036
+9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$282.9K
10,389
-0%
增持
SPMB
SPDR SER TR
+$270.9K
58,415
+29%
增持
AMZN
AMAZON COM INC
+$258.9K
4,659
+22%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$255.6K
11,956
增持
IWM
ISHARES TR
+$253.6K
8,582
+11%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$252.1K
5,941
建仓
ABBV
ABBVIE INC
+$247.6K
1,359
增持
DON
WISDOMTREE TR
+$232.2K
47,147
+4%
清仓
NEM
NEWMONT CORP
-$219.7K
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$217.2K
2,659
减持
SHV
ISHARES TR
-$214.4K
7,701
-20%
建仓
MA
MASTERCARD INCORPORATED
+$210.5K
437
建仓
—
EATON CORP PLC
+$208.9K
668
建仓
CRM
SALESFORCE INC
+$201.2K
668
增持
SPY
SPDR S&P 500 ETF TR
+$177.0K
721
+71%
减持
BIL
SPDR SER TR
-$169.2K
9,614
-16%
增持
—
NEW YORK CMNTY BANCORP INC
-$146.8K
30,153
+26%
增持
GOOGL
ALPHABET INC
+$144.4K
3,180
+32%
增持
AGGY
WISDOMTREE TR
+$144.4K
27,589
+15%
减持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$131.1K
656,616
-2%
增持
SLYG
SPDR SER TR
+$126.4K
10,817
+11%
增持
MRK
MERCK & CO INC
+$109.4K
4,410
+2%
减持
GLD
SPDR GOLD TR
+$108.3K
8,208
-1%
增持
VLO
VALERO ENERGY CORP
+$104.3K
2,324
+3%
增持
JPM
JPMORGAN CHASE & CO
+$99.7K
1,608
+23%
减持
NRG
NRG ENERGY INC
+$95.2K
7,909
-7%
增持
PG
PROCTER AND GAMBLE CO
+$91.3K
2,903
+12%
减持
VOO
VANGUARD INDEX FDS
+$90.0K
2,329
-1%
增持
HD
HOME DEPOT INC
+$85.5K
910
+20%
增持
AVUV
AMERICAN CENTY ETF TR
+$83.5K
13,641
+3%
增持
CMBS
ISHARES TR
+$75.0K
12,935
+13%
增持
CSCO
CISCO SYS INC
+$74.5K
5,983
+35%
增持
COST
COSTCO WHSL CORP NEW
+$71.5K
634
+7%
增持
TSLA
TESLA INC
-$68.1K
1,159
+6%
增持
FIDU
FIDELITY COVINGTON TRUST
+$68.0K
4,418
+17%
增持
CVX
CHEVRON CORP NEW
+$67.9K
5,757
+2%
增持
F
FORD MTR CO DEL
+$67.1K
47,382
+3%
减持
PFE
PFIZER INC
-$64.6K
9,740
-16%
增持
GPC
GENUINE PARTS CO
+$64.6K
3,907
+0%
增持
IWO
ISHARES TR
+$61.0K
975
+21%
减持
MINT
PIMCO ETF TR
-$60.1K
2,948
-17%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$59.8K
5,278
-24%
减持
VZ
VERIZON COMMUNICATIONS INC
+$56.0K
17,510
-3%
减持
—
EXXON MOBIL CORP
+$55.9K
5,167
-5%
减持
PEP
PEPSICO INC
-$55.5K
2,248
-15%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$53.6K
9,824
+7%
减持
KO
COCA COLA CO
-$53.1K
4,196
-20%
增持
USFR
WISDOMTREE TR
+$49.5K
29,352
+3%
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$47.9K
4,274
-16%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$42.8K
38,844
-1%
增持
CLOZ
SERIES PORTFOLIOS TR
+$42.4K
35,611
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$42.1K
516
+27%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$41.7K
11,687
+3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$41.0K
2,466
-22%
减持
OKE
ONEOK INC NEW
+$40.0K
5,570
-4%
减持
KEY
KEYCORP
+$39.6K
36,479
-2%
增持
CLOX
SERIES PORTFOLIOS TR
+$39.1K
35,710
+4%
减持
BEN
FRANKLIN RESOURCES INC
-$38.3K
11,806
-5%
减持
—
INVESCO LTD
-$38.3K
17,610
-5%
减持
EMR
EMERSON ELEC CO
+$38.1K
3,778
-6%
减持
IP
INTERNATIONAL PAPER CO
+$36.9K
13,573
-0%
减持
KMB
KIMBERLY-CLARK CORP
+$34.5K
4,562
-0%
减持
CMA
COMERICA INC
-$34.4K
6,956
-7%
减持
HPQ
HP INC
-$33.8K
12,863
-8%
增持
NI
NISOURCE INC
+$33.6K
16,447
+4%
增持
T
AT&T INC
+$26.5K
29,943
+0%
增持
D
DOMINION ENERGY INC
+$24.4K
7,182
+3%
减持
NWL
NEWELL BRANDS INC
-$24.0K
28,318
-2%
增持
TFC
TRUIST FINL CORP
+$21.5K
9,024
+1%
增持
AGG
ISHARES TR
+$20.1K
4,290
+6%
减持
EIX
EDISON INTL
-$20.0K
5,135
-4%
减持
CFG
CITIZENS FINL GROUP INC
+$19.0K
9,397
-3%
增持
HYBL
SSGA ACTIVE TR
+$18.3K
21,292
+2%
增持
OSBC
OLD SECOND BANCORP INC ILL
-$17.9K
11,526
+0%
增持
JNJ
JOHNSON & JOHNSON
+$17.4K
1,635
+6%
减持
—
INTERPUBLIC GROUP COS INC
-$17.0K
9,071
-5%
减持
PM
PHILIP MORRIS INTL INC
-$16.6K
5,856
-0%
增持
USB
US BANCORP DEL
+$16.1K
10,166
+0%
增持
MCD
MCDONALDS CORP
-$15.9K
1,941
+2%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$15.8K
6,199
-5%
减持
MO
ALTRIA GROUP INC
-$15.2K
7,744
-12%
减持
SLV
ISHARES SILVER TR
+$15.0K
57,890
-3%
减持
AEP
AMERICAN ELEC PWR CO INC
+$14.9K
3,854
-1%
减持
WSO
WATSCO INC
-$14.9K
992
-4%
增持
EXC
EXELON CORP
+$14.3K
8,368
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$13.4K
60,357
+2%
减持
—
LYONDELLBASELL INDUSTRIES N
+$13.0K
5,624
-5%
减持
DOW
DOW INC
+$12.3K
6,070
-2%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
+$11.5K
2,963
-2%
减持
CMS
CMS ENERGY CORP
-$11.3K
6,865
-6%
减持
OGE
OGE ENERGY CORP
-$10.2K
7,661
-2%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$10.1K
6,136
-7%
减持
OMC
OMNICOM GROUP INC
+$10.0K
3,726
-8%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$9.9K
2,928
-12%
减持
ETR
ENTERGY CORP NEW
+$9.7K
3,570
-2%
减持
DTE
DTE ENERGY CO
-$8.3K
5,204
-3%
减持
SON
SONOCO PRODS CO
+$7.5K
4,622
-1%
减持
LNT
ALLIANT ENERGY CORP
-$6.9K
5,866
-1%
增持
GDX
VANECK ETF TRUST
+$6.5K
9,926
+0%
增持
WEC
WEC ENERGY GROUP INC
-$6.0K
3,206
+0%
减持
FE
FIRSTENERGY CORP
+$5.8K
6,815
-3%
减持
HEFA
ISHARES TR
+$5.8K
6,943
-7%
减持
PRU
PRUDENTIAL FINL INC
-$5.4K
4,195
-13%
减持
HAWX
ISHARES TR
+$5.4K
7,904
-6%
减持
IHDG
WISDOMTREE TR
+$4.1K
6,414
-7%
增持
HON
HONEYWELL INTL INC
-$3.5K
1,045
+1%
减持
FITB
FIFTH THIRD BANCORP
-$3.4K
10,604
-8%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$3.3K
4,068
-10%
清仓
—
CANOO INC
-$2.6K
0
-100%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$2.1K
6,980
-4%
减持
PPL
PPL CORP
+$890
10,884
-1%
