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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 28
增持 75
减持 29
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
AVIG
AMERICAN CENTY ETF TR
+$16.8M
432,791
+979%
增持
SPYV
SPDR SER TR
+$6.8M
212,633
+134%
建仓
IWX
ISHARES TR
+$6.6M
80,757
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
-$5.7M
0
-100%
建仓
HDV
ISHARES TR
+$3.8M
32,602
建仓
MBB
ISHARES TR
+$3.5M
36,230
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.1M
4,115
-94%
清仓
SPTS
SPDR SER TR
-$3.1M
0
-100%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$2.5M
525,758
+20%
减持
IVV
ISHARES TR
-$2.4M
25,936
-18%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$2.4M
415,662
+20%
清仓
ILTB
ISHARES TR
-$2.4M
0
-100%
建仓
FLRG
FIDELITY COVINGTON TRUST
+$2.3M
69,168
建仓
SPTL
SPDR SER TR
+$2.3M
79,542
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.0M
12,904
-78%
减持
DON
WISDOMTREE TR
-$2.0M
8,080
-84%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.9M
9,408
-81%
清仓
IWM
ISHARES TR
-$1.9M
0
-100%
减持
IWR
ISHARES TR
-$1.7M
13,221
-62%
清仓
USFR
WISDOMTREE TR
-$1.6M
0
-100%
清仓
SPMB
SPDR SER TR
-$1.3M
0
-100%
清仓
AVUV
AMERICAN CENTY ETF TR
-$1.3M
0
-100%
清仓
AGGY
WISDOMTREE TR
-$1.3M
0
-100%
建仓
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$1.2M
48,685
清仓
SLYG
SPDR SER TR
-$1.0M
0
-100%
清仓
CLOZ
SERIES PORTFOLIOS TR
-$1.0M
0
-100%
减持
MDYG
SPDR SER TR
-$950.8K
10,856
-52%
建仓
AVSC
AMERICAN CENTY ETF TR
+$941.8K
17,437
增持
NVDA
NVIDIA CORPORATION
+$829.7K
22,313
+47%
建仓
IEFA
ISHARES TR
+$652.3K
8,357
清仓
CMBS
ISHARES TR
-$619.0K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$610.7K
1,600
清仓
HYBL
SSGA ACTIVE TR
-$609.3K
0
-100%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$605.4K
27,991
减持
AAPL
APPLE INC
+$551.0K
28,374
-1%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$534.9K
1,822,231
-2%
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$523.8K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$498.8K
9,932
+1%
减持
IEI
ISHARES TR
-$481.1K
27,025
-16%
建仓
AVXC
AMERICAN CENTY ETF TR
+$473.9K
8,758
减持
SPYG
SPDR SER TR
-$426.2K
120,471
-7%
建仓
AVGO
BROADCOM INC
+$419.2K
2,430
建仓
AMGN
AMGEN INC
+$407.3K
1,264
建仓
FTGS
FIRST TR EXCHANGE TRADED FD
+$400.9K
12,841
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$326.1K
24,037
+138%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$320.2K
11,501
增持
CLOX
SERIES PORTFOLIOS TR
+$304.8K
49,124
+32%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$284.6K
1,417
增持
GLD
SPDR GOLD TR
+$282.6K
8,395
+3%
清仓
HAWX
ISHARES TR
-$274.1K
0
-100%
建仓
LLY
ELI LILLY & CO
+$266.7K
301
清仓
HEFA
ISHARES TR
-$263.1K
0
-100%
清仓
V
VISA INC
-$242.0K
0
-100%
增持
META
META PLATFORMS INC
+$238.9K
2,149
+9%
建仓
WMT
WALMART INC
+$237.6K
2,943
建仓
FMAT
FIDELITY COVINGTON TRUST
+$237.3K
4,377
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$236.4K
5,197
清仓
MINT
PIMCO ETF TR
-$233.9K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$222.6K
1,357
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$220.6K
10,321
清仓
ADBE
ADOBE INC
-$207.8K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$206.7K
3,659
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$206.5K
488
建仓
ATR
APTARGROUP INC
+$203.8K
1,272
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$202.4K
3,418
建仓
DEO
DIAGEO PLC
+$201.5K
1,436
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$172.4K
65,824
-1%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$164.9K
495,757
-2%
减持
PEP
PEPSICO INC
-$157.8K
1,532
-40%
减持
BIL
SPDR SER TR
-$153.6K
5,841
-22%
增持
NEM
NEWMONT CORP
+$152.6K
7,510
+26%
增持
AMZN
AMAZON COM INC
+$149.8K
6,024
+20%
增持
SLV
ISHARES SILVER TR
+$148.7K
54,724
+3%
增持
MSFT
MICROSOFT CORP
+$143.1K
4,870
+11%
减持
SHV
ISHARES TR
-$142.8K
4,877
-21%
增持
ABBV
ABBVIE INC
+$137.7K
2,198
+27%
增持
PFE
PFIZER INC
+$137.4K
22,128
+23%
增持
NI
NISOURCE INC
+$131.8K
18,623
+4%
增持
COST
COSTCO WHSL CORP NEW
+$124.7K
813
+16%
减持
HD
HOME DEPOT INC
-$121.9K
579
-44%
增持
VZ
VERIZON COMMUNICATIONS INC
+$120.1K
17,512
+8%
增持
KEY
KEYCORP
+$115.8K
37,996
+4%
增持
T
AT&T INC
+$110.2K
35,191
+1%
增持
DTE
DTE ENERGY CO
+$105.1K
5,338
+2%
增持
MO
ALTRIA GROUP INC
+$103.8K
16,442
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$103.4K
816
+11%
增持
CMS
CMS ENERGY CORP
+$101.5K
7,483
+4%
增持
PM
PHILIP MORRIS INTL INC
+$100.9K
4,271
+4%
增持
FDIS
FIDELITY COVINGTON TRUST
+$100.6K
4,262
+25%
增持
PG
PROCTER AND GAMBLE CO
+$100.5K
3,952
+12%
减持
IHDG
WISDOMTREE TR
-$96.4K
4,828
-31%
增持
EIX
EDISON INTL
+$94.5K
5,378
+3%
减持
ETR
ENTERGY CORP NEW
+$94.2K
3,949
-1%
增持
USB
US BANCORP DEL
+$90.6K
11,462
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$89.1K
2,405
-4%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$86.1K
6,367
-3%
增持
OMC
OMNICOM GROUP INC
+$84.7K
4,433
+6%
减持
MCD
MCDONALDS CORP
+$82.7K
2,205
-5%
增持
WEC
WEC ENERGY GROUP INC
+$82.4K
3,671
+6%
增持
IP
INTERNATIONAL PAPER CO
+$81.6K
13,190
+1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$81.1K
40,267
+4%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$80.9K
5,463
+5%
增持
D
DOMINION ENERGY INC
+$79.7K
7,639
+3%
减持
TSLA
TESLA INC
+$79.6K
1,333
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$77.3K
4,272
+4%
增持
RF
REGIONS FINANCIAL CORP NEW
+$76.2K
19,054
+4%
增持
LNT
ALLIANT ENERGY CORP
+$75.7K
6,433
+4%
增持
PPL
PPL CORP
+$75.3K
11,678
+4%
增持
CFG
CITIZENS FINL GROUP INC
+$75.1K
11,816
+4%
增持
NRG
NRG ENERGY INC
+$73.1K
4,369
+5%
增持
FITB
FIFTH THIRD BANCORP
+$72.3K
9,691
+3%
增持
CAG
CONAGRA BRANDS INC
+$71.1K
12,579
+6%
增持
GDX
VANECK ETF TRUST
+$69.7K
10,288
+3%
增持
FUTY
FIDELITY COVINGTON TRUST
+$69.6K
6,266
+8%
增持
—
EATON CORP PLC
+$68.5K
988
+20%
增持
OKE
ONEOK INC NEW
+$64.8K
5,312
+3%
减持
BBY
BEST BUY INC
+$61.9K
3,946
-4%
增持
—
INVESCO LTD
+$61.9K
19,095
+4%
增持
TFC
TRUIST FINL CORP
+$61.4K
10,915
+5%
增持
F
FORD MTR CO
-$61.1K
47,970
+6%
增持
FE
FIRSTENERGY CORP
+$59.4K
7,513
+5%
增持
CMA
COMERICA INC
+$57.8K
5,068
+5%
增持
IWO
ISHARES TR
+$57.5K
1,258
+10%
增持
MDYV
SPDR SER TR
+$56.8K
3,914
+12%
增持
WHR
WHIRLPOOL CORP
+$55.3K
3,040
+15%
增持
OGE
OGE ENERGY CORP
+$53.9K
8,120
+4%
增持
—
EXXON MOBIL CORP
+$53.7K
5,892
+6%
增持
XLC
SELECT SECTOR SPDR TR
+$51.6K
4,024
+10%
增持
FIDU
FIDELITY COVINGTON TRUST
+$51.5K
5,085
+5%
增持
VLO
VALERO ENERGY CORP
-$49.8K
2,386
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$48.0K
2,025
+9%
增持
—
INTERPUBLIC GROUP COS INC
+$46.8K
10,630
+7%
增持
SON
SONOCO PRODS CO
+$45.0K
5,679
+9%
减持
MA
MASTERCARD INCORPORATED
-$43.6K
454
-25%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$42.4K
3,441
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$41.7K
713
+6%
增持
HYG
ISHARES TR
+$35.2K
5,857
+4%
减持
KO
COCA COLA CO
+$33.7K
4,123
-0%
减持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$33.6K
637,225
-1%
增持
KMB
KIMBERLY-CLARK CORP
+$32.0K
4,261
+3%
建仓
NEOV
NEOVOLTA INC
+$31.2K
10,100
增持
IAU
ISHARES GOLD TR
+$28.9K
4,704
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$27.2K
3,078
+15%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$26.2K
2,707
+3%
增持
EIM
EATON VANCE MUN BD FD
+$25.9K
13,537
+20%
增持
WSO
WATSCO INC
+$25.7K
732
+1%
减持
JNK
SPDR SER TR
-$25.3K
2,087
-14%
增持
BAC
BANK AMERICA CORP
+$22.8K
6,188
+11%
减持
JNJ
JOHNSON & JOHNSON
-$22.8K
1,764
-16%
增持
—
LYONDELLBASELL INDUSTRIES N
+$20.9K
4,181
+5%
