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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 11
增持 130
减持 8
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$5.8M
19,400
-74%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$4.1M
547,774
+51%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$3.8M
1,841,701
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。
+4%
增持
IVV
ISHARES TR
+$2.3M
30,407
+4%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.2M
126,788
+53%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.2M
224,265
+54%
增持
AAPL
APPLE INC
+$2.1M
32,770
+8%
清仓
MTUM
ISHARES TR
-$2.0M
0
-100%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$1.8M
606,362
+7%
建仓
IWY
ISHARES TR
+$1.7M
6,396
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$1.7M
469,611
+7%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$1.5M
109,716
+52%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$1.4M
187,887
+52%
增持
LVHI
LEGG MASON ETF INVT
+$1.4M
105,920
+51%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.3M
11,401
+69%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.3M
492,872
+3%
增持
FICS
FIRST TR EXCHANGE TRADED FD
+$1.2M
91,135
+55%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
47,778
+43%
减持
SPYG
SPDR SERIES TRUST
+$1.1M
150,216
-2%
增持
BUFS
FIRST TR EXCHNG TRADED FD VI
+$1.1M
364,368
+8%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
27,031
+6%
增持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$1.0M
657,563
+4%
增持
AVIG
AMERICAN CENTY ETF TR
+$998.4K
495,642
+4%
增持
DLN
WISDOMTREE TR
+$837.9K
25,694
+51%
增持
AVEM
AMERICAN CENTY ETF TR
+$772.2K
26,705
+48%
增持
MDYG
SPDR SERIES TRUST
+$720.9K
25,779
+37%
增持
SPYV
SPDR SERIES TRUST
+$676.7K
135,559
+4%
减持
ITOT
ISHARES TR
-$577.5K
13,884
-29%
增持
GOOGL
ALPHABET INC
+$568.8K
5,773
+22%
增持
SLV
ISHARES SILVER TR
+$517.6K
52,511
+1%
增持
MSFT
MICROSOFT CORP
+$512.1K
6,357
+14%
增持
AVGO
BROADCOM INC
+$465.8K
4,316
+24%
增持
AVUV
AMERICAN CENTY ETF TR
+$443.9K
11,413
+50%
增持
GLD
SPDR GOLD TR
+$442.3K
7,896
+2%
增持
TSLA
TESLA INC
+$405.9K
2,467
+13%
增持
AMZN
AMAZON COM INC
+$380.1K
9,981
+21%
增持
FLRG
FIDELITY COVINGTON TRUST
+$301.6K
82,248
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$298.1K
2,968
+21%
建仓
ORCL
ORACLE CORP
+$291.1K
1,035
建仓
QCOM
QUALCOMM INC
+$259.3K
1,558
减持
GDX
VANECK ETF TRUST
+$228.3K
9,473
-0%
建仓
ANET
ARISTA NETWORKS INC
+$226.6K
1,555
建仓
TMUS
T-MOBILE US INC
+$218.6K
913
建仓
SYK
STRYKER CORPORATION
+$217.7K
589
减持
HYG
ISHARES TR
-$214.1K
10,442
-21%
建仓
—
LINDE PLC
+$212.8K
448
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$212.7K
20,314
+28%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$205.5K
3,053
建仓
QQQ
INVESCO QQQ TR
+$203.5K
339
建仓
FREL
FIDELITY COVINGTON TRUST
+$202.7K
7,290
建仓
LRCX
LAM RESEARCH CORP
+$202.2K
1,510
增持
JPM
JPMORGAN CHASE & CO.
+$178.9K
2,406
+20%
增持
AVSC
AMERICAN CENTY ETF TR
+$177.3K
24,826
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$164.0K
2,303
+23%
增持
VLO
VALERO ENERGY CORP
+$162.9K
3,978
+4%
增持
CVX
CHEVRON CORP NEW
+$161.5K
7,136
+8%
增持
MO
ALTRIA GROUP INC
+$160.9K
18,841
+2%
增持
MU
MICRON TECHNOLOGY INC
+$160.1K
2,879
+10%
增持
V
VISA INC
+$142.9K
1,626
+41%
增持
F
FORD MTR CO
+$139.6K
81,730
+6%
增持
MBB
ISHARES TR
+$138.7K
32,009
+3%
增持
PYLD
PIMCO ETF TR
+$138.6K
106,909
+4%
增持
CSCO
CISCO SYS INC
+$133.9K
10,095
+26%
增持
OMC
OMNICOM GROUP INC
+$133.7K
8,328
+10%
增持
META
META PLATFORMS INC
+$126.8K
3,079
+7%
增持
AMAT
APPLIED MATLS INC
+$125.2K
2,515
+18%
增持
CFG
CITIZENS FINL GROUP INC
+$122.3K
12,782
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$117.6K
783
+20%
增持
IEI
ISHARES TR
+$113.0K
25,476
+3%
增持
D
DOMINION ENERGY INC
+$111.2K
11,794
+9%
增持
EIX
EDISON INTL
+$110.2K
14,176
+9%
增持
—
EXXON MOBIL CORP
+$108.7K
7,561
+10%
增持
GPC
GENUINE PARTS CO
+$107.6K
4,138
+8%
增持
JNJ
JOHNSON & JOHNSON
+$105.9K
2,235
+11%
增持
FE
FIRSTENERGY CORP
+$105.0K
12,635
+7%
增持
AMGN
AMGEN INC
+$104.0K
2,008
+21%
增持
ABBV
ABBVIE INC
+$103.2K
2,089
+2%
增持
TROW
PRICE T ROWE GROUP INC
+$102.7K
8,936
+6%
增持
PFE
PFIZER INC
+$100.8K
38,064
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$100.7K
2,553
+16%
增持
BBY
BEST BUY INC
+$100.2K
6,728
+11%
增持
ES
EVERSOURCE ENERGY
+$98.6K
8,580
+7%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$98.1K
12,696
+1%
增持
MCD
MCDONALDS CORP
+$97.5K
2,911
+8%
增持
IEFA
ISHARES TR
+$96.5K
5,549
+19%
减持
T
AT&T INC
-$96.4K
31,557
-7%
增持
NFLX
NETFLIX INC
+$93.8K
258
+60%
增持
IWR
ISHARES TR
+$92.3K
14,707
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$91.6K
9,498
+1%
增持
KEY
KEYCORP
+$86.2K
44,462
+4%
增持
USB
US BANCORP DEL
+$85.3K
15,380
+6%
增持
COST
COSTCO WHSL CORP NEW
+$83.8K
1,123
+17%
增持
DTE
DTE ENERGY CO
+$82.5K
6,535
+3%
增持
RF
REGIONS FINANCIAL CORP NEW
+$81.8K
25,817
+1%
增持
LAZ
LAZARD INC
+$79.8K
12,340
+4%
增持
HPQ
HP INC
+$79.2K
19,122
+6%
减持
JNK
SPDR SERIES TRUST
-$78.0K
4,322
-16%
增持
CMS
CMS ENERGY CORP
+$75.8K
9,426
+6%
增持
SHW
SHERWIN WILLIAMS CO
+$74.2K
1,662
+14%
增持
CVS
CVS HEALTH CORP
+$73.5K
7,852
+4%
增持
PPL
PPL CORP
+$73.2K
14,814
+5%
增持
AVXC
AMERICAN CENTY ETF TR
+$73.2K
5,911
+19%
增持
GS
GOLDMAN SACHS GROUP INC
+$72.2K
352
+20%
增持
AEP
AMERICAN ELEC PWR CO INC
+$72.0K
5,422
+5%
增持
MA
MASTERCARD INCORPORATED
+$71.9K
902
+15%
增持
WEC
WEC ENERGY GROUP INC
+$71.8K
5,077
+4%
增持
—
LYONDELLBASELL INDUSTRIES N
-$68.6K
11,686
+5%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$65.6K
5,759
+11%
增持
TFC
TRUIST FINL CORP
+$64.9K
15,038
+4%
增持
IWO
ISHARES TR
+$64.8K
1,468
+4%
增持
BAC
BANK AMERICA CORP
+$64.5K
7,515
+10%
增持
FDIS
FIDELITY COVINGTON TRUST
+$64.3K
4,904
+5%
增持
ORI
OLD REP INTL CORP
+$63.9K
13,099
+2%
增持
CTAS
CINTAS CORP
+$60.7K
1,694
+32%
增持
WMT
WALMART INC
+$60.5K
5,518
+6%
增持
FITB
FIFTH THIRD BANCORP
+$57.5K
11,344
+4%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$53.4K
6,904
+8%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$53.4K
46,068
+4%
增持
FUTY
FIDELITY COVINGTON TRUST
+$53.2K
7,152
+8%
增持
DIS
DISNEY WALT CO
+$52.2K
3,054
+27%
增持
CLOA
BLACKROCK ETF TRUST II
+$49.9K
26,877
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$48.9K
23,832
+3%
增持
EXC
EXELON CORP
+$48.6K
11,192
+7%
增持
NEE
NEXTERA ENERGY INC
+$47.0K
4,317
+7%
增持
OGE
OGE ENERGY CORP
+$45.4K
12,102
+4%
增持
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$45.1K
83,830
+4%
增持
FIDU
FIDELITY COVINGTON TRUST
+$43.9K
5,407
+5%
增持
XLC
SELECT SECTOR SPDR TR
+$41.4K
4,142
+0%
增持
IP
INTERNATIONAL PAPER CO
+$41.0K
11,393
+10%
增持
MDYV
SPDR SERIES TRUST
+$37.6K
4,496
+6%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$37.0K
975
+2%
增持
ADBE
ADOBE INC
+$35.1K
717
+27%
增持
PNW
PINNACLE WEST CAP CORP
+$34.9K
5,169
+8%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$34.2K
4,579
+6%
增持
PRU
PRUDENTIAL FINL INC
+$33.0K
6,952
+9%
减持
GE
GE AEROSPACE
+$32.4K
805
-1%
增持
KMB
KIMBERLY-CLARK CORP
+$30.9K
3,859
+11%
增持
PM
PHILIP MORRIS INTL INC
-$30.9K
4,773
+8%
增持
—
SMURFIT WESTROCK PLC
+$29.7K
12,002
+8%
增持
—
BUNGE GLOBAL SA
+$28.1K
5,866
+5%
增持
VOO
VANGUARD INDEX FDS
+$28.1K
459
+3%
增持
DON
WISDOMTREE TR
+$28.0K
11,154
+1%
增持
FMAT
FIDELITY COVINGTON TRUST
+$27.2K
5,019
+7%
增持
TXN
TEXAS INSTRS INC
+$26.6K
1,486
+25%
增持
XLE
SELECT SECTOR SPDR TR
+$22.8K
3,544
+3%
增持
OKE
ONEOK INC NEW
+$22.1K
6,712
+17%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$21.4K
507
+5%
增持
WFC
WELLS FARGO CO NEW
+$21.3K
3,957
+2%
增持
CRM
SALESFORCE INC
-$18.0K
909
+7%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$17.9K
5,298
+5%
