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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 30
增持 66
减持 28
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$6.5M
29,170
-33%
清仓
IWX
ISHARES TR
-$4.5M
0
-100%
增持
SPYG
SPDR SERIES TRUST
+$4.4M
153,677
+21%
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。
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$4.3M
362,099
+127%
建仓
PYLD
PIMCO ETF TR
+$2.7M
102,886
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$2.6M
1,773,912
-1%
建仓
ITOT
ISHARES TR
+$2.6M
19,514
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.4M
146,061
+146%
清仓
SPTL
SPDR SER TR
-$2.4M
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.3M
82,836
+131%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$2.0M
440,772
+4%
建仓
MTUM
ISHARES TR
+$2.0M
8,458
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.9M
73,986
+8%
增持
FICS
FIRST TR EXCHANGE TRADED FD
+$1.8M
58,879
+326%
增持
LVHI
LEGG MASON ETF INVT
+$1.8M
69,930
+346%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$1.6M
567,207
+5%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$1.4M
123,416
+109%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
25,432
+4%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
72,133
+71%
增持
SPYV
SPDR SERIES TRUST
+$1.1M
130,380
+17%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
33,489
+89%
增持
AVEM
AMERICAN CENTY ETF TR
+$976.7K
17,998
+322%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$939.7K
477,731
-0%
增持
AVIG
AMERICAN CENTY ETF TR
+$871.6K
476,954
+4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$862.3K
6,748
+94%
建仓
TROW
PRICE T ROWE GROUP INC
+$814.5K
8,436
增持
DLN
WISDOMTREE TR
+$748.9K
17,022
+108%
增持
META
META PLATFORMS INC
+$743.5K
2,891
+20%
减持
MBB
ISHARES TR
-$710.2K
30,960
-20%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$660.4K
12,512
增持
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$651.5K
80,421
+51%
增持
BUFS
FIRST TR EXCHNG TRADED FD VI
+$646.9K
338,042
+6%
清仓
NI
NISOURCE INC
-$628.3K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$627.2K
0
-100%
减持
MSFT
MICROSOFT CORP
+$616.3K
5,588
-3%
清仓
LNT
ALLIANT ENERGY CORP
-$594.4K
0
-100%
减持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$589.6K
631,353
-1%
增持
AMZN
AMAZON COM INC
+$587.5K
8,245
+28%
建仓
LAZ
LAZARD INC
+$571.5K
11,911
增持
HYG
ISHARES TR
+$552.2K
13,167
+104%
建仓
CVS
CVS HEALTH CORP
+$518.5K
7,516
建仓
VLO
VALERO ENERGY CORP
+$514.5K
3,826
建仓
ES
EVERSOURCE ENERGY
+$511.9K
8,046
建仓
GIS
GENERAL MLS INC
+$505.7K
9,760
增持
MDYG
SPDR SERIES TRUST
+$492.9K
18,853
+31%
建仓
ORI
OLD REP INTL CORP
+$492.4K
12,810
建仓
—
SMURFIT WESTROCK PLC
+$481.2K
11,147
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$478.2K
6,414
清仓
NEM
NEWMONT CORP
-$475.1K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$474.8K
0
-100%
清仓
MRK
MERCK & CO INC
-$471.7K
0
-100%
建仓
GPC
GENUINE PARTS CO
+$465.9K
3,840
增持
AVGO
BROADCOM INC
+$458.1K
3,479
+16%
建仓
EXC
EXELON CORP
+$455.1K
10,481
建仓
—
BUNGE GLOBAL SA
+$448.6K
5,587
清仓
NRG
NRG ENERGY INC
-$445.5K
0
-100%
建仓
PNW
PINNACLE WEST CAP CORP
+$428.6K
4,789
建仓
V
VISA INC
+$412.2K
1,155
清仓
BIL
SPDR SER TR
-$410.5K
0
-100%
清仓
SHV
ISHARES TR
-$402.3K
0
-100%
清仓
WSO
WATSCO INC
-$394.7K
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC
-$391.0K
0
-100%
增持
FLRG
FIDELITY COVINGTON TRUST
+$389.8K
79,585
+7%
建仓
AMAT
APPLIED MATLS INC
+$389.7K
2,127
清仓
—
INTERPUBLIC GROUP COS INC
-$388.3K
0
-100%
清仓
—
INVESCO LTD
-$385.6K
0
-100%
清仓
UNM
UNUM GROUP
-$382.4K
0
-100%
清仓
SON
SONOCO PRODS CO
-$380.2K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$377.4K
7,597
+110%
增持
AAPL
APPLE INC
-$370.0K
30,289
+2%
减持
IEI
ISHARES TR
-$366.6K
24,621
-12%
清仓
EMR
EMERSON ELEC CO
-$352.1K
0
-100%
增持
CLOA
BLACKROCK ETF TRUST II
+$329.7K
25,934
+32%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$328.2K
5,040
-45%
增持
AVSC
AMERICAN CENTY ETF TR
+$327.1K
24,127
+27%
建仓
MU
MICRON TECHNOLOGY INC
+$321.6K
2,610
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$318.9K
0
-100%
增持
PFE
PFIZER INC
+$310.8K
35,845
+63%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$309.4K
9,406
-5%
增持
F
FORD MTR CO
+$308.7K
77,224
+46%
清仓
FHN
FIRST HORIZON CORPORATION
-$303.5K
0
-100%
建仓
DIS
DISNEY WALT CO
+$297.5K
2,397
清仓
IAU
ISHARES GOLD TR
-$280.2K
0
-100%
增持
JNK
SPDR SERIES TRUST
+$278.9K
5,156
+121%
建仓
NEE
NEXTERA ENERGY INC
+$278.9K
4,017
清仓
—
EATON CORP PLC
-$274.9K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
+$271.1K
11,089
+111%
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$266.5K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$256.2K
1,877
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$256.2K
15,862
+75%
增持
WMT
WALMART INC
+$249.9K
5,185
+76%
增持
CVX
CHEVRON CORP NEW
+$247.1K
6,602
+58%
建仓
TXN
TEXAS INSTRS INC
+$246.5K
1,187
清仓
CMA
COMERICA INC
-$243.3K
0
-100%
建仓
CRM
SALESFORCE INC
+$233.4K
852
清仓
TDIV
FIRST TR EXCHANGE TRADED FD
-$229.7K
0
-100%
清仓
HD
HOME DEPOT INC
-$224.5K
0
-100%
建仓
ADBE
ADOBE INC
+$217.8K
563
建仓
NFLX
NETFLIX INC
+$215.6K
161
建仓
GE
GE AEROSPACE
+$209.7K
814
建仓
GS
GOLDMAN SACHS GROUP INC
+$208.2K
294
建仓
SCHX
SCHWAB STRATEGIC TR
+$207.2K
8,478
增持
EIX
EDISON INTL
+$205.7K
13,047
+64%
减持
MO
ALTRIA GROUP INC
-$203.7K
18,484
-14%
增持
TSLA
TESLA INC
+$188.3K
2,176
+12%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$184.6K
4,331
-34%
增持
MA
MASTERCARD INCORPORATED
+$183.6K
781
+66%
减持
T
AT&T INC
-$178.7K
34,106
-17%
增持
PRU
PRUDENTIAL FINL INC
+$158.9K
6,403
+35%
增持
GOOGL
ALPHABET INC
+$155.0K
4,727
+8%
增持
IWR
ISHARES TR
+$143.0K
14,436
+4%
减持
OKE
ONEOK INC NEW
-$136.7K
5,730
-6%
减持
AEP
AMERICAN ELEC PWR CO INC
-$119.1K
5,186
-14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$116.1K
2,453
-0%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$115.0K
44,286
+6%
减持
CFG
CITIZENS FINL GROUP INC
-$109.5K
12,449
-23%
增持
COST
COSTCO WHSL CORP NEW
+$107.1K
963
+7%
增持
KEY
KEYCORP
+$99.3K
42,754
+6%
增持
CSCO
CISCO SYS INC
+$96.1K
8,012
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$96.0K
2,200
+4%
增持
HPQ
HP INC
+$92.7K
18,041
+43%
减持
CMS
CMS ENERGY CORP
-$91.4K
8,873
-6%
减持
PPL
PPL CORP
-$88.9K
14,083
-10%
减持
PM
PHILIP MORRIS INTL INC
-$87.2K
4,418
-21%
减持
JPM
JPMORGAN CHASE & CO.
+$74.0K
1,999
-3%
增持
—
EXXON MOBIL CORP
-$70.6K
6,890
+1%
减持
ABBV
ABBVIE INC
-$61.2K
2,044
-3%
增持
XLC
SELECT SECTOR SPDR TR
+$59.7K
4,136
+3%
减持
DTE
DTE ENERGY CO
-$57.9K
6,355
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$57.8K
654
+6%
增持
KMB
KIMBERLY-CLARK CORP
+$55.5K
3,480
+26%
增持
RF
REGIONS FINANCIAL CORP NEW
+$51.0K
25,468
+1%
减持
JNJ
JOHNSON & JOHNSON
-$50.5K
2,009
-7%
增持
XLI
SELECT SECTOR SPDR TR
+$48.5K
2,181
+4%
减持
PG
PROCTER AND GAMBLE CO
-$46.2K
4,298
-0%
增持
CTAS
CINTAS CORP
+$45.8K
1,288
+10%
增持
DON
WISDOMTREE TR
+$45.1K
11,084
+8%
增持
IWO
ISHARES TR
+$44.8K
1,412
+0%
增持
AVXC
AMERICAN CENTY ETF TR
+$43.8K
4,964
+2%
增持
OMC
OMNICOM GROUP INC
+$43.4K
7,571
+25%
增持
BAC
BANK AMERICA CORP
+$41.1K
6,819
+1%
减持
SLV
ISHARES SILVER TR
+$40.3K
52,034
-3%
减持
FDIS
FIDELITY COVINGTON TRUST
+$39.5K
4,664
-2%
增持
D
DOMINION ENERGY INC
+$39.2K
10,795
+6%
增持
FE
FIRSTENERGY CORP
+$37.5K
11,773
+9%
增持
IEFA
ISHARES TR
+$37.5K
4,648
+0%
增持
WFC
WELLS FARGO CO NEW
+$37.2K
3,866
+2%
减持
WEC
WEC ENERGY GROUP INC
-$35.8K
4,894
-2%
减持
WTS
WATTS WATER TECHNOLOGIES INC
+$35.1K
953
-3%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$32.6K
5,183
+15%
