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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 12
增持 105
减持 26
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$16.2M
43,604
+208%
减持
SPYG
SPDR SER TR
-$11.8M
127,383
-49%
建仓
BUFS
FIRST TR EXCHNG TRADED FD VI
+$6.5M
319,476
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%
增持
AVIG
AMERICAN CENTY ETF TR
+$4.7M
458,724
+30%
建仓
IWX
ISHARES TR
+$4.5M
54,691
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$4.4M
0
-100%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$2.0M
68,251
+50%
减持
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$1.8M
422,461
-8%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$1.4M
159,639
+73%
减持
BUFG
FIRST TR EXCHNG TRADED FD VI
-$1.4M
542,120
-7%
减持
MDYV
SPDR SER TR
-$1.1M
4,387
-75%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$941.2K
1,784,251
+0%
增持
MBB
ISHARES TR
+$899.3K
38,570
+30%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$731.7K
17,673
+245%
增持
SPTL
SPDR SER TR
+$674.2K
87,328
+34%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$671.1K
42,265
+126%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$634.4K
35,865
+55%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$615.6K
59,407
+61%
增持
AAPL
APPLE INC
-$555.4K
29,684
+4%
建仓
LVHI
LEGG MASON ETF INVT
+$507.8K
15,687
建仓
FICS
FIRST TR EXCHANGE TRADED FD
+$506.6K
13,826
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$414.0K
480,042
-0%
增持
NVDA
NVIDIA CORPORATION
-$405.8K
24,446
+7%
清仓
WHR
WHIRLPOOL CORP
-$388.2K
0
-100%
建仓
UNM
UNUM GROUP
+$382.4K
4,694
增持
SPYV
SPDR SER TR
+$377.1K
111,170
+7%
清仓
FMC
FMC CORP
-$375.2K
0
-100%
增持
MO
ALTRIA GROUP INC
+$372.0K
21,450
+23%
清仓
VLO
VALERO ENERGY CORP
-$369.1K
0
-100%
增持
T
AT&T INC
+$358.7K
41,240
+16%
增持
PM
PHILIP MORRIS INTL INC
+$358.6K
5,621
+27%
增持
DLN
WISDOMTREE TR
+$350.1K
8,181
+113%
减持
GLD
SPDR GOLD TR
+$323.9K
8,236
-3%
建仓
AVUV
AMERICAN CENTY ETF TR
+$314.6K
3,610
建仓
FHN
FIRST HORIZON CORPORATION
+$303.5K
15,627
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$303.4K
9,057
增持
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$278.4K
53,352
+23%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$266.7K
9,901
-1%
建仓
AVEM
AMERICAN CENTY ETF TR
+$256.9K
4,269
增持
IEI
ISHARES TR
+$251.0K
27,923
+6%
建仓
CTAS
CINTAS CORP
+$241.3K
1,174
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$240.6K
3,472
+70%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$234.5K
2,460
+4%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$230.9K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$226.8K
2,766
-42%
减持
SLV
ISHARES SILVER TR
+$221.9K
53,788
-2%
增持
DTE
DTE ENERGY CO
+$221.8K
6,508
+16%
增持
CLOA
BLACKROCK ETF TRUST II
+$221.2K
19,642
+28%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$216.3K
2,106
增持
AEP
AMERICAN ELEC PWR CO INC
+$213.8K
6,014
+25%
清仓
FIIG
FIRST TR EXCHANGE-TRADED FD
-$201.0K
0
-100%
减持
IP
INTERNATIONAL PAPER CO
-$200.8K
9,509
-28%
建仓
WTS
WATTS WATER TECHNOLOGIES INC
+$200.3K
982
增持
VZ
VERIZON COMMUNICATIONS INC
+$196.4K
21,924
+10%
增持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$188.1K
636,410
+1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$180.2K
9,142
+35%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$177.0K
58,967
+13%
增持
LNT
ALLIANT ENERGY CORP
+$175.3K
9,238
+30%
增持
NEM
NEWMONT CORP
+$170.7K
9,840
+20%
增持
WEC
WEC ENERGY GROUP INC
+$169.9K
5,008
+25%
增持
OGE
OGE ENERGY CORP
+$162.6K
11,461
+30%
增持
CMS
CMS ENERGY CORP
+$156.8K
9,401
+14%
增持
PPL
PPL CORP
+$152.8K
15,678
+23%
增持
—
EXXON MOBIL CORP
+$149.5K
6,847
+11%
增持
AVGO
BROADCOM INC
-$140.9K
2,987
+8%
增持
MDYG
SPDR SER TR
+$129.8K
14,429
+23%
增持
MCD
MCDONALDS CORP
+$129.3K
2,611
+10%
增持
AMGN
AMGEN INC
+$128.4K
1,539
+14%
增持
CVX
CHEVRON CORP NEW
+$127.5K
4,180
+6%
增持
FLRG
FIDELITY COVINGTON TRUST
+$117.8K
74,512
+7%
增持
CFG
CITIZENS FINL GROUP INC
+$115.4K
16,272
+29%
增持
D
DOMINION ENERGY INC
+$111.6K
10,185
+19%
减持
GDX
VANECK ETF TRUST
+$111.3K
10,223
-3%
增持
META
META PLATFORMS INC
+$107.9K
2,413
+10%
增持
DON
WISDOMTREE TR
+$101.3K
10,305
+28%
增持
FE
FIRSTENERGY CORP
+$96.9K
10,797
+27%
减持
PFE
PFIZER INC
-$94.9K
22,030
-11%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$93.7K
6,567
+10%
减持
CMA
COMERICA INC
-$92.8K
4,118
-24%
减持
NI
NISOURCE INC
-$90.4K
15,673
-20%
增持
COST
COSTCO WHSL CORP NEW
+$87.0K
898
+8%
增持
ABBV
ABBVIE INC
+$81.3K
2,109
+4%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$75.0K
4,497
+14%
增持
JNJ
JOHNSON & JOHNSON
+$74.5K
2,165
+10%
增持
RF
REGIONS FINANCIAL CORP NEW
+$73.5K
25,218
+25%
增持
TFC
TRUIST FINL CORP
+$72.5K
14,365
+20%
增持
OMC
OMNICOM GROUP INC
+$69.9K
6,054
+21%
增持
CSCO
CISCO SYS INC
+$67.9K
7,465
+13%
增持
AMZN
AMAZON COM INC
-$65.4K
6,433
+9%
增持
GOOGL
ALPHABET INC
-$62.4K
4,394
+12%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$61.9K
41,791
-1%
增持
SON
SONOCO PRODS CO
+$61.1K
8,046
+23%
减持
BIL
SPDR SER TR
-$58.6K
4,475
-13%
增持
OKE
ONEOK INC NEW
+$57.2K
6,091
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$56.8K
906
+10%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$55.2K
3,753
+23%
增持
CAG
CONAGRA BRANDS INC
+$54.8K
17,349
+18%
增持
PG
PROCTER AND GAMBLE CO
+$51.7K
4,311
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$50.3K
619
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$49.5K
2,063
+8%
增持
USB
US BANCORP DEL
+$49.2K
15,179
+23%
减持
JNK
SPDR SER TR
-$48.7K
2,336
-18%
增持
IAU
ISHARES GOLD TR
+$45.6K
4,753
+0%
增持
KEY
KEYCORP
-$44.8K
40,370
+0%
增持
FUTY
FIDELITY COVINGTON TRUST
+$43.1K
7,108
+9%
增持
FITB
FIFTH THIRD BANCORP
+$42.1K
12,162
+18%
减持
SHV
ISHARES TR
-$42.0K
3,642
-10%
减持
AVXC
AMERICAN CENTY ETF TR
-$41.8K
4,878
-13%
增持
TSLA
TESLA INC
-$41.4K
1,941
+44%
增持
—
EATON CORP PLC
-$41.1K
1,011
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$40.0K
3,258
+6%
增持
—
INTERPUBLIC GROUP COS INC
+$40.0K
14,296
+15%
减持
IEFA
ISHARES TR
-$39.1K
4,634
-16%
增持
AVSC
AMERICAN CENTY ETF TR
-$37.7K
18,946
+8%
增持
WSO
WATSCO INC
+$37.1K
776
+3%
减持
SHW
SHERWIN WILLIAMS CO
-$34.1K
1,460
-9%
增持
SUN
SUNOCO LP/SUNOCO FIN CORP
+$33.9K
4,590
+2%
减持
ETR
ENTERGY CORP NEW
+$32.5K
7,337
-6%
增持
LLY
ELI LILLY & CO
+$31.8K
318
+6%
增持
FDIS
FIDELITY COVINGTON TRUST
-$27.9K
4,741
+8%
增持
WFC
WELLS FARGO CO NEW
+$25.6K
3,805
+8%
增持
FMAT
FIDELITY COVINGTON TRUST
+$24.3K
5,089
+11%
增持
—
INVESCO LTD
+$23.6K
25,420
+23%
增持
F
FORD MTR CO
+$23.3K
52,766
+3%
增持
MA
MASTERCARD INCORPORATED
+$21.7K
470
+5%
增持
IWR
ISHARES TR
+$20.4K
13,929
+6%
增持
PRU
PRUDENTIAL FINL INC
+$19.9K
4,739
+10%
减持
HYG
ISHARES TR
-$19.3K
6,461
-4%
增持
OSBC
OLD SECOND BANCORP INC ILL
-$18.9K
17,291
+0%
增持
FIDU
FIDELITY COVINGTON TRUST
+$18.3K
5,526
+8%
增持
HPQ
HP INC
+$17.5K
12,598
+24%
增持
BBY
BEST BUY INC
+$16.3K
5,290
+22%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$15.9K
491
-6%
增持
MSFT
MICROSOFT CORP
+$15.1K
5,766
+13%
增持
XLC
SELECT SECTOR SPDR TR
+$14.5K
4,035
+4%
增持
IWO
ISHARES TR
-$13.0K
1,410
+9%
增持
XLI
SELECT SECTOR SPDR TR
+$12.8K
2,088
+5%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$12.2K
3,121
+13%
增持
MRK
MERCK & CO INC
-$11.0K
5,254
+8%
增持
ATR
APTARGROUP INC
+$9.7K
1,462
+11%
增持
VOO
VANGUARD INDEX FDS
-$8.9K
445
+1%
增持
ET
ENERGY TRANSFER L P
-$8.8K
11,765
+1%
增持
BEN
FRANKLIN RESOURCES INC
+$8.6K
20,311
+8%
增持
WMT
WALMART INC
-$7.4K
2,943
+0%
增持
EIX
EDISON INTL
-$6.8K
7,938
+34%
减持
NRG
NRG ENERGY INC
-$6.0K
4,666
-7%
增持
BAC
BANK AMERICA CORP
+$4.7K
6,761
+7%
增持
—
LYONDELLBASELL INDUSTRIES N
-$4.0K
5,265
+4%
增持
EIM
EATON VANCE MUN BD FD
-$3.3K
13,944
+2%
