VALLEY WEALTH MANAGERS, INC.
PARAMUS NJ · SEC CIK 0000924166
$15.53亿2026Q1 申报市值
313持仓数
23.8%前十大占比 · 第一大 3.8%
24 / 69新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ESI 新建仓+$2,644.65万
META 加仓+$1,924.13万
KDP 新建仓+$1,792.54万
VTV 加仓+$944.33万
VONG 加仓+$598.86万
2026Q1 卖出最多 按季末市值估算
STX 减仓-$2,500.09万
LRGG 减仓-$2,091.09万
DOX 减仓-$1,171.75万
PYPL 清仓-$1,165.60万
TPR 减仓-$962.68万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -199,658 | -100.0% | -$1,165.60万 | 清仓 |
| GIS | GENERAL MLS INC COM | $0 | 0.00% | 0 | -90,843 | -100.0% | -$422.42万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A - | $0 | 0.00% | 0 | -57,428 | -100.0% | -$248.66万 | 清仓 |
| HPQ | HP INC COM | $0 | 0.00% | 0 | -106,898 | -100.0% | -$238.17万 | 清仓 |
| CAT | CATERPILLAR INC COM | $0 | 0.00% | 0 | -290 | -100.0% | -$16.61万 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $0 | 0.00% | 0 | -4,057 | -100.0% | -$12.51万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $0 | 0.00% | 0 | -175 | -100.0% | -$6.13万 | 清仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $0 | 0.00% | 0 | -53 | -100.0% | -$5.67万 | 清仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -1,953 | -100.0% | -$5.36万 | 清仓 |
| EMR | EMERSON ELEC CO COM | $0 | 0.00% | 0 | -391 | -100.0% | -$5.19万 | 清仓 |
| EBAY | EBAY INC. COM | $0 | 0.00% | 0 | -553 | -100.0% | -$4.82万 | 清仓 |
| ARKK | ARK INNOVATION ETF | $0 | 0.00% | 0 | -579 | -100.0% | -$4.45万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO COM | $0 | 0.00% | 0 | -640 | -100.0% | -$3.20万 | 清仓 |
| INGR | INGREDION INC COM | $0 | 0.00% | 0 | -192 | -100.0% | -$2.12万 | 清仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -240 | -100.0% | -$2.09万 | 清仓 |
| SON | SONOCO PRODS CO COM | $0 | 0.00% | 0 | -475 | -100.0% | -$2.07万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $0 | 0.00% | 0 | -229 | -100.0% | -$1.82万 | 清仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -72 | -100.0% | -$1.81万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $0 | 0.00% | 0 | -369 | -100.0% | -$1.72万 | 清仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $0 | 0.00% | 0 | -225 | -100.0% | -$1.48万 | 清仓 |
| LKQ | LKQ CORP COM | $0 | 0.00% | 0 | -409 | -100.0% | -$1.24万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $0 | 0.00% | 0 | -122 | -100.0% | -$1.13万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $0 | 0.00% | 0 | -150 | -100.0% | -$1.11万 | 清仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $0 | 0.00% | 0 | -134 | -100.0% | -$9,822 | 清仓 |
| ARKG | ARK GENOMIC REVOLUTION ETF | $0 | 0.00% | 0 | -337 | -100.0% | -$9,763 | 清仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $0 | 0.00% | 0 | -411 | -100.0% | -$9,463 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $0 | 0.00% | 0 | -12 | -100.0% | -$6,969 | 清仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $0 | 0.00% | 0 | -123 | -100.0% | -$6,925 | 清仓 |
| SE | SEA LTD SPONSORD ADS | $0 | 0.00% | 0 | -53 | -100.0% | -$6,761 | 清仓 |
| IAU | ISHARES GOLD TRUST | $0 | 0.00% | 0 | -82 | -100.0% | -$6,656 | 清仓 |
| BHP | BHP GROUP LTD SPONSORED ADS | $0 | 0.00% | 0 | -96 | -100.0% | -$5,796 | 清仓 |
| CE | CELANESE CORP DEL COM | $0 | 0.00% | 0 | -132 | -100.0% | -$5,581 | 清仓 |
| SAP | SAP SE SPON ADR | $0 | 0.00% | 0 | -22 | -100.0% | -$5,344 | 清仓 |
| RACE | FERRARI N V COM | $0 | 0.00% | 0 | -13 | -100.0% | -$4,871 | 清仓 |
| UBS | UBS GROUP AG SHS | $0 | 0.00% | 0 | -96 | -100.0% | -$4,446 | 清仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $0 | 0.00% | 0 | -45 | -100.0% | -$4,316 | 清仓 |
| STE | STERIS PLC SHS USD | $0 | 0.00% | 0 | -16 | -100.0% | -$4,056 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $0 | 0.00% | 0 | -53 | -100.0% | -$3,908 | 清仓 |
| ICLR | ICON PLC SHS | $0 | 0.00% | 0 | -21 | -100.0% | -$3,827 | 清仓 |
| YUMC | YUM CHINA HLDGS INC COM | $0 | 0.00% | 0 | -80 | -100.0% | -$3,819 | 清仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $0 | 0.00% | 0 | -228 | -100.0% | -$3,817 | 清仓 |
| CPNG | COUPANG INC CL A | $0 | 0.00% | 0 | -158 | -100.0% | -$3,727 | 清仓 |
| NVO | NOVO-NORDISK A S ADR | $0 | 0.00% | 0 | -70 | -100.0% | -$3,562 | 清仓 |
| LIN | LINDE PLC SHS | $0 | 0.00% | 0 | -8 | -100.0% | -$3,411 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $0 | 0.00% | 0 | -15 | -100.0% | -$3,339 | 清仓 |
| IBN | ICICI BK LTD HONG KONG BRANCH ADR | $0 | 0.00% | 0 | -109 | -100.0% | -$3,248 | 清仓 |
| CAVA | CAVA GROUP INC COM | $0 | 0.00% | 0 | -49 | -100.0% | -$2,876 | 清仓 |
| CNQ | CANADIAN NAT RES LTD COM | $0 | 0.00% | 0 | -78 | -100.0% | -$2,640 | 清仓 |
| AON | AON PLC SHS CL A | $0 | 0.00% | 0 | -7 | -100.0% | -$2,470 | 清仓 |
| WCN | WASTE CONNECTIONS INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$2,283 | 清仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $0 | 0.00% | 0 | -14 | -100.0% | -$2,270 | 清仓 |
| MELI | MERCADOLIBRE INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$2,014 | 清仓 |
| MNDY | MONDAY COM LTD SHS | $0 | 0.00% | 0 | -13 | -100.0% | -$1,918 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $0 | 0.00% | 0 | -121 | -100.0% | -$1,621 | 清仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -72 | -100.0% | -$1,242 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $0 | 0.00% | 0 | -145 | -100.0% | -$783 | 清仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $0 | 0.00% | 0 | -205 | -100.0% | -$320 | 清仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $0 | 0.00% | 0 | -5 | -100.0% | -$96 | 清仓 |
| TOL | TOLL BROTHERS INC COM | $0 | 0.00% | 0 | 0 | — | -$65 | 清仓 |
| PHM | PULTE GROUP INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$64 | 清仓 |
| CRI | CARTERS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$23 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $0 | 0.00% | 0 | -22 | -100.0% | -$20 | 清仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $0 | 0.00% | 0 | 0 | — | -$19 | 清仓 |
| DIV | GLOBAL X SUPERDIVIDEND US ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$12 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $0 | 0.00% | 0 | -22 | -100.0% | -$11 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $0 | 0.00% | 0 | -22 | -100.0% | -$9 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $11 | 0.00% | 0 | 0 | — | -$12 | 清仓 |
| — | WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND | $15 | 0.00% | 0 | 0 | — | -$16 | 清仓 |
| ZS | ZSCALER INC COM | $37 | 0.00% | 0 | 0 | — | -$59 | 清仓 |
| ON | ON SEMICONDUCTOR CORP COM | $44 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $53 | 0.00% | 1 | -91,145 | -100.0% | -$483.07万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $99 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $99 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $121 | 0.00% | 1 | -66 | -98.5% | -$7,986 | 减仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $128 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $144 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | XTANT MED HLDGS INC COM NEW | $166 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $182 | 0.00% | 1 | 1 | — | $182 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $352 | 0.00% | 200 | 200 | — | $352 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $396 | 0.00% | 2 | 2 | — | $396 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $419 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $441 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $464 | 0.00% | 5 | -1,399 | -99.6% | -$12.98万 | 减仓 |
| — | SCWORX CORP COM | $526 | 0.00% | 2,632 | 0 | 0.0% | — | 不变 |
| — | INSEEGO CORP COM NEW | $556 | 0.00% | 50 | 50 | — | $556 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $660 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | ASPIRE BIOPHARMA HLDGS INC COM | $1,030 | 0.00% | 1,000 | -39,000 | -97.5% | -$4.02万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $1,504 | 0.00% | 32 | 32 | — | $1,504 | 新建仓 |
| DOW | DOW HLDGS INC COM | $1,791 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $1,969 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $2,423 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $2,894 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $3,265 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $3,600 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $3,940 | 0.00% | 341 | -1,445 | -80.9% | -$1.67万 | 减仓 |
| VNOM | VIPER ENERGY INC CL A | $4,699 | 0.00% | 100 | 100 | — | $4,699 | 新建仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $5,631 | 0.00% | 31 | -67 | -68.4% | -$1.22万 | 减仓 |
| TSLA | TESLA INC COM | $6,320 | 0.00% | 17 | -729 | -97.7% | -$27.10万 | 减仓 |