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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 82
减持 30
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$11.4M
1,088,140
+102%
减持
IVV
ISHARES TR
-$8.2M
19,356
-36%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$6.1M
453,756
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。
+100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$5.9M
250,985
+90%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$4.4M
394,494
+109%
减持
SPYG
SPDR SERIES TRUST
-$3.6M
113,271
-18%
增持
DLN
WISDOMTREE TR
+$3.1M
62,274
+119%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$3.0M
97,800
+84%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$3.0M
216,767
+74%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.6M
24,383
+90%
增持
LVHI
LEGG MASON ETF INVT
+$2.3M
160,220
+41%
清仓
IWX
ISHARES TR
-$2.1M
0
-100%
清仓
ITOT
ISHARES TR
-$1.9M
0
-100%
增持
FICS
FIRST TR EXCHANGE TRADED FD
+$1.8M
146,665
+48%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.6M
26,560
+109%
增持
MDYG
SPDR SERIES TRUST
+$1.5M
43,666
+51%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$1.3M
1,825,742
-2%
清仓
IJR
ISHARES TR
-$1.2M
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.0M
39,347
+41%
清仓
HYG
ISHARES TR
-$762.3K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$749.9K
1,915
减持
CVX
CHEVRON CORPORATION
-$733.4K
1,867
-75%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$728.9K
481,010
-3%
增持
WMT
WALMART INC
+$719.5K
11,252
+85%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$679.4K
516,655
+5%
增持
AVIG
AMERICAN CENTY ETF TR
+$640.8K
552,565
+4%
清仓
LAZ
LAZARD INC
-$621.3K
0
-100%
清仓
ORI
OLD REP INTL CORP
-$604.8K
0
-100%
清仓
LLY
ELI LILLY & CO
-$599.9K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$575.5K
4,953
+24%
增持
BUFS
FIRST TR EXCHNG TRADED FD VI
+$575.2K
408,205
+5%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$568.3K
13,708
+11%
增持
—
EXXON MOBIL CORP
+$508.3K
8,562
+9%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$497.1K
671,115
+5%
清仓
IWO
ISHARES TR
-$496.6K
0
-100%
增持
SGOV
ISHARES TR
+$492.3K
10,773
+83%
清仓
GIS
GENERAL MLS INC
-$491.5K
0
-100%
清仓
—
SMURFIT WESTROCK PLC
-$482.2K
0
-100%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$472.2K
6,710
清仓
KMB
KIMBERLY-CLARK CORP
-$412.1K
0
-100%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$398.8K
15,525
+22%
增持
—
BUNGE GLOBAL SA
+$373.8K
7,135
+19%
增持
JNJ
JOHNSON & JOHNSON
+$365.3K
3,428
+50%
清仓
JNK
SPDR SERIES TRUST
-$343.7K
0
-100%
建仓
ORCL
ORACLE CORP
+$336.2K
2,285
建仓
HD
HOME DEPOT INC
+$322.2K
980
清仓
GS
GOLDMAN SACHS GROUP INC
-$316.5K
0
-100%
减持
SLV
ISHARES SILVER TR
-$311.3K
44,791
-14%
清仓
QCOM
QUALCOMM INC
-$310.3K
0
-100%
增持
PFE
PFIZER INC
+$299.2K
45,437
+16%
建仓
INTU
INTUIT
+$297.9K
689
增持
GLD
SPDR GOLD TR
+$297.3K
8,396
+0%
减持
MO
ALTRIA GROUP INC
-$292.8K
12,734
-35%
建仓
XLB
SELECT SECTOR SPDR TR
+$291.3K
5,830
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$291.0K
10,462
+10%
增持
LRCX
LAM RESEARCH CORP
+$281.2K
2,775
+52%
建仓
—
LINDE PLC
+$277.7K
560
减持
GOOGL
ALPHABET INC
-$261.4K
6,006
-5%
清仓
GE
GE AEROSPACE
-$257.5K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$244.2K
1,163
增持
PM
PHILIP MORRIS INTL INC
+$242.5K
6,719
+24%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$241.7K
3,984
增持
AAPL
APPLE INC
-$237.0K
35,230
+4%
建仓
C
CITIGROUP INC
+$235.6K
2,077
清仓
ADBE
ADOBE INC
-$233.8K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$231.7K
2,339
增持
NEE
NEXTERA ENERGY INC
+$226.7K
6,310
+41%
建仓
CAT
CATERPILLAR INC
+$225.2K
318
减持
VZ
VERIZON COMMUNICATIONS INC
+$225.0K
24,583
-1%
增持
CFG
CITIZENS FINL GROUP INC
+$223.9K
15,895
+27%
建仓
GGG
GRACO INC
+$214.1K
2,528
减持
AVGO
BROADCOM INC
-$213.5K
4,664
-3%
清仓
FREL
FIDELITY COVINGTON TRUST
-$212.9K
0
-100%
增持
MCD
MCDONALDS CORP
+$211.1K
3,782
+20%
建仓
IAU
ISHARES GOLD TR
+$210.4K
2,387
建仓
RTX
RTX CORPORATION
+$210.2K
1,089
清仓
QQQ
INVESCO QQQ TR
-$210.1K
0
-100%
清仓
ATR
APTARGROUP INC
-$209.8K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$207.8K
768
减持
MA
MASTERCARD INCORPORATED
-$202.6K
720
-27%
清仓
APP
APPLOVIN CORP
-$202.2K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$201.3K
0
-100%
清仓
EGP
EASTGROUP PPTYS INC
-$200.3K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$197.8K
2,862
-8%
减持
SPYV
SPDR SERIES TRUST
-$196.5K
142,670
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$190.9K
6,223
+15%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$186.8K
28,066
+17%
减持
EIX
EDISON INTL
-$185.1K
9,343
-35%
增持
D
DOMINION ENERGY INC
+$184.3K
14,708
+19%
增持
FE
FIRSTENERGY CORP
+$175.5K
14,993
+15%
增持
SYK
STRYKER CORPORATION
+$175.3K
1,186
+94%
增持
OKE
ONEOK INC NEW
+$175.1K
7,693
+9%
增持
EXC
EXELON CORP
+$172.6K
15,522
+15%
增持
NFLX
NETFLIX INC.
+$169.9K
4,377
+64%
减持
MU
MICRON TECHNOLOGY INC
-$159.7K
1,971
-32%
增持
INTC
INTEL CORP
+$156.8K
8,221
+47%
减持
JPM
JPMORGAN CHASE & CO
-$156.1K
2,109
-12%
增持
T
AT&T INC
+$147.3K
33,543
+1%
减持
DIS
DISNEY WALT CO
-$145.7K
2,099
-31%
增持
XLE
SELECT SECTOR SPDR TR
+$142.6K
7,958
+3%
减持
FLRG
FIDELITY COVINGTON TRUST
-$142.0K
84,476
-1%
增持
DTE
DTE ENERGY CO
+$139.4K
6,845
+3%
增持
KEY
KEYCORP
+$138.0K
53,191
+18%
增持
MSFT
MICROSOFT CORP
-$137.8K
8,648
+25%
减持
BAC
BANK AMERICA CORP
-$135.8K
5,917
-23%
减持
V
VISA INC
-$134.9K
1,610
-9%
减持
COST
COSTCO WHOLESALE CORPORATION
-$133.1K
811
-26%
增持
AMD
ADVANCED MICRO DEVICES INC
+$130.0K
3,293
+31%
增持
PNW
PINNACLE WEST CAP CORP
+$129.5K
6,132
+11%
增持
USB
US BANCORP
+$126.2K
18,277
+18%
增持
CMS
CMS ENERGY CORP
+$125.9K
10,397
+7%
增持
ES
EVERSOURCE ENERGY
+$121.4K
10,395
+17%
增持
DIA
STATE STR SPDR DOW JONES IND
+$120.3K
847
+50%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$118.9K
7,252
+20%
减持
WFC
WELLS FARGO & CO
-$114.5K
3,483
-17%
增持
WEC
WEC ENERGY GROUP INC
+$111.3K
5,722
+9%
增持
FITB
FIFTH THIRD BANCORP
+$110.2K
14,004
+21%
增持
TROW
PRICE T ROWE GROUP INC
+$110.2K
11,812
+27%
增持
RF
REGIONS FINANCIAL CORP NEW
+$100.8K
30,640
+19%
增持
OGE
OGE ENERGY CORP
+$99.3K
13,218
+6%
增持
PEP
PEPSICO INC
+$96.1K
2,189
+29%
增持
KLAC
KLA CORP
+$95.8K
207
+20%
增持
FUTY
FIDELITY COVINGTON TRUST
+$94.0K
8,737
+14%
增持
CVS
CVS HEALTH CORP
+$92.0K
9,692
+27%
增持
PPL
PPL CORP
+$91.0K
16,514
+7%
增持
IEI
ISHARES TR
+$82.5K
27,478
+3%
增持
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$80.3K
98,145
+9%
增持
BBY
BEST BUY INC
+$80.1K
8,589
+22%
增持
AMGN
AMGEN INC
+$78.1K
2,101
+4%
增持
MBB
ISHARES TR
+$72.0K
34,274
+3%
减持
AMAT
APPLIED MATLS INC
-$64.7K
1,885
-32%
增持
TFC
TRUIST FINL CORP
+$62.7K
17,473
+16%
减持
WTS
WATTS WATER TECHNOLOGIES INC
-$62.4K
747
-26%
增持
AMZN
AMAZON COM INC
-$61.7K
11,334
+8%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$61.5K
658
-8%
增持
CMCSA
COMCAST CORP NEW
+$60.9K
10,087
+32%
增持
IP
INTERNATIONAL PAPER CO
+$60.5K
15,651
+24%
减持
BUFT
FIRST TR EXCHNG TRADED FD VI
-$59.1K
660,017
-1%
增持
VOO
VANGUARD INDEX FDS
+$58.1K
599
+25%
增持
FMAT
FIDELITY COVINGTON TRUST
+$54.5K
5,851
+10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$52.5K
4,099
+33%
增持
PEG
PUBLIC SVC ENTERPRISE GROUP
+$51.1K
6,054
+11%
增持
F
FORD MTR CO
+$50.6K
96,335
+19%
减持
SHW
SHERWIN WILLIAMS CO
-$46.3K
1,489
-8%
增持
CSCO
CISCO SYS INC
+$46.2K
11,644
+5%
增持
CLOA
BLACKROCK ETF TRUST II
+$46.1K
29,275
+3%
减持
PG
PROCTER & GAMBLE CO
-$43.6K
4,367
-7%
增持
FDIS
FIDELITY COVINGTON TRUST
-$42.4K
5,221
+1%
减持
GDX
VANECK ETF TRUST
-$41.4K
8,210
-11%
减持
AVSC
AMERICAN CENTY ETF TR
+$40.0K
24,254
-3%
