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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 111
减持 19
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$2.3M
0
-100%
建仓
IWX
ISHARES TR
+$2.1M
22,416
清仓
IWY
ISHARES TR
-$1.7M
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。
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.5M
1,856,381
+1%
增持
AVIG
AMERICAN CENTY ETF TR
+$1.5M
532,233
+7%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$1.2M
490,203
+4%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$1.2M
636,956
+5%
建仓
IJR
ISHARES TR
+$1.2M
9,793
减持
SLV
ISHARES SILVER TR
+$1.1M
52,211
-1%
减持
SPYG
SPDR SERIES TRUST
-$1.0M
137,486
-8%
增持
AAPL
APPLE INC
+$834.0K
33,760
+3%
增持
SPYV
SPDR SERIES TRUST
+$768.2K
145,552
+7%
增持
BUFS
FIRST TR EXCHNG TRADED FD VI
+$650.7K
386,955
+6%
建仓
SGOV
ISHARES TR
+$592.4K
5,901
增持
GOOGL
ALPHABET INC
+$585.1K
6,353
+10%
增持
BUFT
FIRST TR EXCHNG TRADED FD VI
+$550.7K
667,917
+2%
增持
GLD
SPDR GOLD TR
+$508.6K
8,366
+6%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$500.8K
495,404
+1%
增持
LVHI
LEGG MASON ETF INVT
+$489.4K
113,258
+7%
增持
FICS
FIRST TR EXCHANGE TRADED FD
+$488.8K
98,851
+8%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$474.7K
53,091
+11%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$473.3K
124,840
+14%
减持
IVV
ISHARES TR
+$443.8K
30,361
-0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$420.8K
12,803
+12%
增持
MU
MICRON TECHNOLOGY INC
+$344.0K
2,893
+0%
增持
LLY
ELI LILLY & CO
+$320.6K
558
+52%
增持
NVDA
NVIDIA CORPORATION
+$311.8K
28,714
+6%
增持
MDYG
SPDR SERIES TRUST
+$304.2K
28,827
+12%
清仓
ORCL
ORACLE CORP
-$291.1K
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$275.5K
131,790
+4%
清仓
TXN
TEXAS INSTRS INC
-$273.1K
0
-100%
增持
DLN
WISDOMTREE TR
+$272.2K
28,477
+11%
减持
FTCB
FIRST TR EXCHANGE-TRADED FD
-$247.6K
538,174
-2%
建仓
PEP
PEPSICO INC
+$243.9K
1,699
增持
AVGO
BROADCOM INC
+$233.3K
4,788
+11%
增持
AMZN
AMAZON COM INC
+$230.7K
10,494
+5%
建仓
CMCSA
COMCAST CORP NEW
+$228.7K
7,650
建仓
MRK
MERCK & CO INC
+$227.2K
2,158
清仓
ANET
ARISTA NETWORKS INC
-$226.6K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$226.0K
399
清仓
TMUS
T-MOBILE US INC
-$218.6K
0
-100%
清仓
—
LINDE PLC
-$212.8K
0
-100%
建仓
KLAC
KLA CORP
+$209.0K
172
建仓
INTC
INTEL CORP
+$205.9K
5,581
建仓
XLRE
SELECT SECTOR SPDR TR
+$203.6K
5,046
建仓
APP
APPLOVIN CORP
+$202.2K
300
建仓
SCHG
SCHWAB STRATEGIC TR
+$201.3K
6,170
建仓
EGP
EASTGROUP PPTYS INC
+$200.3K
1,123
增持
PYLD
PIMCO ETF TR
+$199.0K
115,009
+8%
增持
AMAT
APPLIED MATLS INC
+$194.2K
2,759
+10%
增持
TSLA
TESLA INC
+$193.5K
2,870
+16%
增持
CSCO
CISCO SYS INC
+$166.5K
11,130
+10%
增持
AVUV
AMERICAN CENTY ETF TR
+$158.6K
12,695
+11%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$147.5K
24,004
+18%
增持
AVEM
AMERICAN CENTY ETF TR
+$147.0K
27,951
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$146.9K
9,543
+0%
增持
MBB
ISHARES TR
+$136.7K
33,418
+4%
增持
META
META PLATFORMS INC
-$132.2K
3,225
+5%
增持
IEI
ISHARES TR
+$131.7K
26,615
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$126.9K
3,078
+34%
减持
AMD
ADVANCED MICRO DEVICES INC
+$126.8K
2,521
-1%
减持
ITOT
ISHARES TR
-$126.2K
12,751
-8%
增持
MO
ALTRIA GROUP INC
-$111.5K
19,652
+4%
增持
WMT
WALMART INC
+$110.2K
6,094
+10%
增持
LRCX
LAM RESEARCH CORP
+$109.5K
1,821
+21%
减持
COST
COSTCO WHSL CORP NEW
-$98.1K
1,092
-3%
增持
PRU
PRUDENTIAL FINL INC
+$98.0K
7,258
+4%
增持
KEY
KEYCORP
+$97.5K
44,986
+1%
增持
AMGN
AMGEN INC
+$94.6K
2,020
+1%
增持
PM
PHILIP MORRIS INTL INC
+$94.2K
5,413
+13%
增持
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$93.6K
90,438
+8%
增持
—
EXXON MOBIL CORP
+$91.6K
7,848
+4%
减持
CTAS
CINTAS CORP
-$89.9K
1,371
-19%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$87.9K
6,997
+1%
增持
FLRG
FIDELITY COVINGTON TRUST
+$87.3K
85,632
+4%
减持
HYG
ISHARES TR
-$85.5K
9,454
-9%
增持
EIX
EDISON INTL
+$85.2K
14,476
+2%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$85.0K
3,789
+24%
增持
EXC
EXELON CORP
+$84.7K
13,497
+21%
减持
F
FORD MTR CO
+$83.7K
80,879
-1%
增持
HPQ
HP INC
-$83.1K
19,640
+3%
增持
USB
US BANCORP DEL
+$80.9K
15,444
+0%
减持
JNK
SPDR SERIES TRUST
-$79.8K
3,536
-18%
增持
MCD
MCDONALDS CORP
+$79.6K
3,155
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$77.2K
3,122
+5%
增持
CLOA
BLACKROCK ETF TRUST II
+$74.7K
28,437
+6%
减持
GDX
VANECK ETF TRUST
+$71.1K
9,267
-2%
增持
KMB
KIMBERLY-CLARK CORP
-$67.9K
4,083
+6%
增持
V
VISA INC
+$66.4K
1,772
+9%
增持
T
AT&T INC
-$66.0K
33,218
+5%
增持
DTE
DTE ENERGY CO
-$62.8K
6,678
+2%
增持
WFC
WELLS FARGO CO NEW
+$60.1K
4,203
+6%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$58.5K
227,444
+1%
增持
NFLX
NETFLIX INC
-$58.4K
2,677
+938%
增持
JNJ
JOHNSON & JOHNSON
+$58.1K
2,284
+2%
增持
—
BUNGE GLOBAL SA
+$57.1K
5,992
+2%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$57.0K
6,060
+5%
增持
TFC
TRUIST FINL CORP
+$52.8K
15,045
+0%
减持
SHW
SHERWIN WILLIAMS CO
-$51.9K
1,616
-3%
增持
QCOM
QUALCOMM INC
+$51.1K
1,814
+16%
减持
CFG
CITIZENS FINL GROUP INC
+$49.8K
12,486
-2%
增持
AVSC
AMERICAN CENTY ETF TR
+$49.7K
25,044
+1%
增持
MA
MASTERCARD INCORPORATED
+$49.3K
985
+9%
增持
ORI
OLD REP INTL CORP
+$48.4K
13,250
+1%
增持
CRM
SALESFORCE INC
+$47.7K
993
+9%
增持
MSFT
MICROSOFT CORP
+$46.0K
6,903
+9%
增持
OSBC
OLD SECOND BANCORP INC ILL
+$39.7K
17,457
+0%
增持
IEFA
ISHARES TR
+$39.6K
5,858
+6%
增持
AVXC
AMERICAN CENTY ETF TR
+$39.2K
6,170
+4%
增持
GPC
GENUINE PARTS CO
-$38.7K
4,349
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$38.4K
24,772
+4%
增持
BBY
BEST BUY INC
-$37.5K
7,041
+5%
增持
TROW
PRICE T ROWE GROUP INC
+$37.4K
9,322
+4%
增持
—
LYONDELLBASELL INDUSTRIES N
-$37.1K
12,376
+6%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$36.9K
566
+12%
增持
BAC
BANK AMERICA CORP
+$36.6K
7,714
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$36.1K
360
+2%
增持
FITB
FIFTH THIRD BANCORP
+$35.2K
11,548
+2%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$34.3K
188,773
+0%
增持
MDYV
SPDR SERIES TRUST
+$34.1K
4,833
+7%
增持
NEE
NEXTERA ENERGY INC
+$33.6K
4,477
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$32.0K
718
-8%
增持
GIS
GENERAL MLS INC
-$30.9K
10,566
+2%
增持
OKE
ONEOK INC NEW
+$30.7K
7,081
+5%
增持
WEC
WEC ENERGY GROUP INC
-$30.6K
5,226
+3%
增持
IP
INTERNATIONAL PAPER CO
-$30.5K
12,648
+11%
增持
LAZ
LAZARD INC
-$30.0K
12,795
+4%
增持
PG
PROCTER AND GAMBLE CO
-$29.8K
4,705
+3%
增持
FIDU
FIDELITY COVINGTON TRUST
+$29.5K
5,729
+6%
增持
VLO
VALERO ENERGY CORP
-$28.9K
3,983
+0%
增持
—
SMURFIT WESTROCK PLC
-$28.7K
12,470
+4%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$28.6K
12,695
-0%
增持
OMC
OMNICOM GROUP INC
+$28.3K
8,758
+5%
增持
XLE
SELECT SECTOR SPDR TR
+$28.3K
7,715
+118%
增持
IWO
ISHARES TR
+$26.7K
1,537
+5%
增持
DON
WISDOMTREE TR
+$26.6K
11,821
+6%
增持
OGE
OGE ENERGY CORP
-$25.3K
12,519
+3%
增持
PNW
PINNACLE WEST CAP CORP
+$24.9K
5,505
+7%
增持
FDIS
FIDELITY COVINGTON TRUST
+$24.7K
5,180
+6%
增持
XLC
SELECT SECTOR SPDR TR
+$21.7K
4,349
+5%
增持
XLI
SELECT SECTOR SPDR TR
+$20.7K
2,316
+6%
增持
FMAT
FIDELITY COVINGTON TRUST
+$19.6K
5,324
+6%
增持
VOO
VANGUARD INDEX FDS
+$19.6K
479
+4%
减持
ADBE
ADOBE INC
-$19.2K
668
-7%
减持
RF
REGIONS FINANCIAL CORP NEW
+$18.7K
25,813
-0%
增持
FUTY
FIDELITY COVINGTON TRUST
+$18.2K
7,644
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$17.7K
2,410
+0%
增持
GE
GE AEROSPACE
+$15.4K
836
+4%
减持
AEP
AMERICAN ELEC PWR CO INC
+$14.4K
5,417
-0%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$13.7K
4,822
+5%
