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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 96
减持 34
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$12.0M
250,238
+108%
减持
IVV
ISHARES TR
-$6.6M
14,144
-45%
清仓
IWX
ISHARES TR
-$6.6M
0
-100%
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。
减持
SPYV
SPDR SER TR
-$5.9M
103,644
-51%
建仓
IWY
ISHARES TR
+$5.7M
24,049
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$4.4M
35,260
减持
AVIG
AMERICAN CENTY ETF TR
-$4.1M
352,728
-18%
清仓
HDV
ISHARES TR
-$3.8M
0
-100%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$1.8M
459,951
+11%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$1.6M
45,564
-31%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$1.6M
583,815
+11%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$1.3M
92,434
+230%
清仓
CLOX
SERIES PORTFOLIOS TR
-$1.3M
0
-100%
增持
MDYV
SPDR SER TR
+$1.1M
17,787
+354%
建仓
CLOA
BLACKROCK ETF TRUST II
+$796.0K
15,373
减持
MBB
ISHARES TR
-$753.3K
29,644
-18%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$686.0K
36,884
+221%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$663.9K
23,192
+147%
减持
SPTL
SPDR SER TR
-$605.9K
65,154
-18%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$583.8K
0
-100%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$552.4K
52,343
+118%
清仓
GPC
GENUINE PARTS CO
-$545.5K
0
-100%
增持
AAPL
APPLE INC
+$537.9K
28,548
+1%
增持
NVDA
NVIDIA CORPORATION
+$345.6K
22,751
+2%
清仓
DOW
DOW INC
-$301.5K
0
-100%
建仓
DLN
WISDOMTREE TR
+$299.3K
3,847
清仓
KO
COCA COLA CO
-$296.3K
0
-100%
减持
IEFA
ISHARES TR
-$262.6K
5,544
-34%
清仓
PEP
PEPSICO INC
-$260.5K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$236.4K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$234.1K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$231.0K
3,948
-28%
建仓
ET
ENERGY TRANSFER L P
+$227.5K
11,611
清仓
AMD
ADVANCED MICRO DEVICES INC
-$222.6K
0
-100%
增持
AVGO
BROADCOM INC
+$221.8K
2,765
+14%
清仓
IHDG
WISDOMTREE TR
-$220.6K
0
-100%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$217.5K
2,772
减持
CDX
SIMPLIFY EXCHANGE TRADED FUN
-$210.1K
43,356
-11%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$208.9K
0
-100%
清仓
DEO
DIAGEO PLC
-$201.5K
0
-100%
增持
TSLA
TESLA INC
+$195.6K
1,348
+1%
减持
AVXC
AMERICAN CENTY ETF TR
-$194.9K
5,632
-36%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$185.4K
18,672
+45%
减持
IEI
ISHARES TR
-$184.9K
26,374
-2%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$170.4K
1,781,280
-2%
减持
AMZN
AMAZON COM INC
+$166.9K
5,877
-2%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$151.7K
481,342
-3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$144.9K
2,041
+44%
增持
OSBC
OLD SECOND BANCORP INC ILL
+$126.0K
17,245
+49%
增持
SLV
ISHARES SILVER TR
-$109.8K
54,878
+0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$100.5K
5,121
+50%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$97.2K
42,360
+5%
增持
GOOGL
ALPHABET INC
+$97.1K
3,919
+1%
增持
NEM
NEWMONT CORP
-$97.1K
8,176
+9%
减持
SHV
ISHARES TR
-$95.2K
4,035
-17%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$77.6K
24,750
+45%
增持
MO
ALTRIA GROUP INC
+$76.3K
17,508
+6%
增持
ETR
ENTERGY CORP NEW
+$75.1K
7,845
+99%
增持
NI
NISOURCE INC
+$73.5K
19,552
+5%
减持
ABBV
ABBVIE INC
-$73.3K
2,029
-8%
增持
USB
US BANCORP DEL
+$67.4K
12,370
+8%
增持
JNK
SPDR SER TR
+$67.2K
2,842
+36%
减持
BIL
SPDR SER TR
-$67.1K
5,131
-12%
增持
CFG
CITIZENS FINL GROUP INC
+$66.1K
12,599
+7%
增持
MDYG
SPDR SER TR
+$64.2K
11,700
+8%
减持
IP
INTERNATIONAL PAPER CO
+$63.8K
13,158
-0%
增持
OKE
ONEOK INC NEW
+$63.2K
5,450
+3%
增持
FMC
FMC CORP
-$63.2K
7,719
+16%
增持
WHR
WHIRLPOOL CORP
+$62.9K
3,391
+12%
增持
EMR
EMERSON ELEC CO
+$62.3K
2,856
+7%
增持
UNH
UNITEDHEALTH GROUP INC
-$59.2K
826
+1%
增持
HYG
ISHARES TR
+$58.7K
6,726
+15%
增持
BEN
FRANKLIN RESOURCES INC
+$57.5K
18,848
+17%
增持
AMGN
AMGEN INC
-$56.2K
1,347
+7%
增持
MSFT
MICROSOFT CORP
+$53.9K
5,099
+5%
增持
KEY
KEYCORP
+$53.9K
40,275
+6%
增持
NRG
NRG ENERGY INC
+$53.4K
5,004
+15%
增持
META
META PLATFORMS INC
+$52.8K
2,191
+2%
增持
TFC
TRUIST FINL CORP
+$51.8K
11,955
+10%
增持
FDIS
FIDELITY COVINGTON TRUST
+$51.6K
4,397
+3%
增持
GDX
VANECK ETF TRUST
-$51.1K
10,576
+3%
增持
VLO
VALERO ENERGY CORP
+$47.0K
3,010
+26%
减持
JPM
JPMORGAN CHASE & CO.
+$43.3K
1,905
-3%
减持
WFC
WELLS FARGO CO NEW
+$40.9K
3,525
-4%
增持
COST
COSTCO WHSL CORP NEW
+$40.3K
831
+2%
减持
LLY
ELI LILLY & CO
-$35.8K
299
-1%
减持
CSCO
CISCO SYS INC
+$35.1K
6,633
-1%
增持
BBY
BEST BUY INC
-$34.5K
4,349
+10%
增持
T
AT&T INC
+$33.4K
35,468
+1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$32.8K
3,055
+13%
增持
CMA
COMERICA INC
+$32.4K
5,433
+7%
增持
BAC
BANK AMERICA CORP
+$31.9K
6,312
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$31.3K
2,373
-1%
增持
OGE
OGE ENERGY CORP
+$31.1K
8,827
+9%
增持
RF
REGIONS FINANCIAL CORP NEW
+$30.0K
20,176
+6%
增持
LNT
ALLIANT ENERGY CORP
+$28.7K
7,087
+10%
减持
WMT
WALMART INC
+$28.2K
2,942
-0%
增持
PPL
PPL CORP
+$26.9K
12,733
+9%
增持
—
INVESCO LTD
+$26.7K
20,709
+8%
增持
—
LYONDELLBASELL INDUSTRIES N
-$26.6K
5,042
+21%
增持
OMC
OMNICOM GROUP INC
-$26.3K
5,022
+13%
增持
—
EXXON MOBIL CORP
-$25.6K
6,183
+5%
增持
WEC
WEC ENERGY GROUP INC
+$22.8K
3,997
+9%
增持
CMS
CMS ENERGY CORP
+$20.8K
8,242
+10%
增持
PRU
PRUDENTIAL FINL INC
+$20.3K
4,297
+6%
增持
FITB
FIFTH THIRD BANCORP
+$19.5K
10,281
+6%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$19.5K
9,830
-5%
增持
D
DOMINION ENERGY INC
+$18.1K
8,532
+12%
增持
IWO
ISHARES TR
+$16.1K
1,297
+3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$15.7K
522
+7%
增持
FMAT
FIDELITY COVINGTON TRUST
-$15.6K
4,598
+5%
增持
PM
PHILIP MORRIS INTL INC
+$15.4K
4,435
+4%
增持
MCD
MCDONALDS CORP
+$14.9K
2,368
+7%
增持
KMB
KIMBERLY-CLARK CORP
+$14.0K
4,734
+11%
减持
XLI
SELECT SECTOR SPDR TR
-$13.4K
1,980
-2%
增持
AVSC
AMERICAN CENTY ETF TR
+$12.9K
17,563
+1%
增持
HPQ
HP INC
-$12.9K
10,153
+6%
增持
PFE
PFIZER INC
+$12.7K
24,618
+11%
减持
SPY
SPDR S&P 500 ETF TR
-$12.3K
677
-5%
增持
—
INTERPUBLIC GROUP COS INC
+$12.1K
12,430
+17%
减持
MA
MASTERCARD INCORPORATED
+$11.7K
448
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$11.5K
19,954
+14%
减持
—
EATON CORP PLC
-$11.5K
952
-4%
增持
FLRG
FIDELITY COVINGTON TRUST
+$11.2K
69,595
+1%
减持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$10.8K
628,362
-1%
减持
XLC
SELECT SECTOR SPDR TR
+$10.8K
3,869
-4%
减持
HD
HOME DEPOT INC
-$10.0K
577
-0%
增持
GLD
SPDR GOLD TR
+$8.9K
8,464
+1%
增持
SON
SONOCO PRODS CO
+$8.8K
6,530
+15%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$8.8K
3,931
+14%
增持
MRK
MERCK & CO INC
-$8.6K
4,852
+12%
增持
DTE
DTE ENERGY CO
-$7.4K
5,615
+5%
增持
FIDU
FIDELITY COVINGTON TRUST
-$7.0K
5,120
+1%
增持
FE
FIRSTENERGY CORP
+$6.3K
8,535
+14%
增持
EIX
EDISON INTL
+$6.2K
5,943
+11%
增持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$6.2K
4,522
+2%
增持
XLE
SELECT SECTOR SPDR TR
-$5.8K
3,087
+0%
增持
FUTY
FIDELITY COVINGTON TRUST
-$5.6K
6,542
+4%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$5.3K
5,944
+9%
增持
AEP
AMERICAN ELEC PWR CO INC
+$5.1K
4,807
+13%
减持
VOO
VANGUARD INDEX FDS
-$5.1K
441
-4%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$4.2K
6,773
+6%
减持
DON
WISDOMTREE TR
-$4.1K
8,024
-1%
增持
ATR
APTARGROUP INC
+$3.5K
1,319
+4%
增持
EIM
EATON VANCE MUN BD FD
-$3.4K
13,736
+1%
增持
WSO
WATSCO INC
-$2.7K
754
+3%
增持
PG
PROCTER AND GAMBLE CO
-$1.5K
4,074
+3%
增持
JNJ
JOHNSON & JOHNSON
-$1.2K
1,968
+12%
增持
CAG
CONAGRA BRANDS INC
-$1.1K
14,699
+17%
增持
IAU
ISHARES GOLD TR
+$888
4,740
+1%
