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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP ETF | $6,892 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $7,694 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $8,449 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $8,852 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $8,856 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC COM CL A | $9,276 | 0.00% | 600 | 600 | — | $9,276 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP COM | $9,489 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $9,672 | 0.00% | 206 | -101 | -32.9% | -$4,742 | 减仓 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $1.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $1.01万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1.03万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1.05万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U.S. ENERGY ETF | $1.06万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $1.10万 | 0.00% | 1,819 | 1,000 | 122.1% | $6,030 | 加仓 |
| BILI | BILIBILI INC SPONS ADS REP Z | $1.13万 | 0.00% | 500 | 500 | — | $1.13万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1.13万 | 0.00% | 53 | -1,458 | -96.5% | -$31.15万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $1.15万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.19万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $1.20万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $1.20万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $1.24万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $1.26万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $1.28万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.38万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $1.40万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $1.43万 | 0.00% | 200 | -200 | -50.0% | -$1.43万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC COM | $1.45万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $1.49万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $1.50万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1.51万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1.53万 | 0.00% | 963 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $1.92万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $1.93万 | 0.00% | 54 | -250 | -82.2% | -$8.94万 | 减仓 |
| JD | JD.COM INC SPON ADS CL A | $2.07万 | 0.00% | 700 | 700 | — | $2.07万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $2.07万 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO COM | $2.08万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $2.15万 | 0.00% | 24 | -23 | -48.9% | -$2.06万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.24万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $2.30万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2.32万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $2.33万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC SPON ADR REP A | $2.34万 | 0.00% | 210 | 210 | — | $2.34万 | 新建仓 |
| BA | BOEING CO COM | $2.49万 | 0.00% | 125 | -388 | -75.6% | -$7.72万 | 减仓 |
| SNDK | SANDISK CORP COM | $2.54万 | 0.00% | 40 | 40 | — | $2.54万 | 新建仓 |
| CSW | CSW INDUSTRIALS INC COM | $2.61万 | 0.00% | 100 | 100 | — | $2.61万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $2.69万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $2.70万 | 0.00% | 300 | 300 | — | $2.70万 | 新建仓 |
| CTAS | CINTAS CORP COM | $2.71万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2.76万 | 0.00% | 337 | -237 | -41.3% | -$1.94万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $2.85万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $2.90万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $3.20万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| — | CALAMOS DYNAMIC CONV & INCOME COM | $3.20万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $3.25万 | 0.00% | 120 | 120 | — | $3.25万 | 新建仓 |
| CMBT | CMB.TECH NV SHS | $3.26万 | 0.00% | 2,565 | 2,565 | — | $3.26万 | 新建仓 |
| WFC | WELLS FARGO & CO COM | $3.39万 | 0.00% | 426 | -105 | -19.8% | -$8,359 | 减仓 |
| RTX | RTX CORPORATION COM | $3.45万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3.53万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.77万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $3.86万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| SMB | VANECK SHORT MUNI ETF | $4.16万 | 0.00% | 2,407 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN MUNICIPAL INCOME ETF | $4.32万 | 0.00% | 5,541 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $4.55万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $4.62万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $4.70万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $4.74万 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $4.93万 | 0.00% | 155 | -25 | -13.9% | -$7,954 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5.27万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $5.28万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $5.32万 | 0.00% | 4,620 | 82 | 1.8% | $944 | 加仓 |
| ALL | ALLSTATE CORP COM | $5.87万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $6.02万 | 0.00% | 1,145 | 40 | 3.6% | $2,102 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $6.10万 | 0.00% | 2,012 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.21万 | 0.00% | 1,360 | -65 | -4.6% | -$2,967 | 减仓 |
| NMM | NAVIOS MARITIME PARTNERS LP COM UNIT LPI | $6.28万 | 0.00% | 930 | 930 | — | $6.28万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $6.76万 | 0.00% | 200 | 167 | 506.1% | $5.64万 | 加仓 |
| CSX | CSX CORP COM | $6.77万 | 0.00% | 1,650 | 900 | 120.0% | $3.69万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $6.92万 | 0.00% | 453 | 208 | 84.9% | $3.18万 | 加仓 |
| DIS | DISNEY WALT CO COM | $6.99万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $7.13万 | 0.00% | 1,491 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $7.29万 | 0.00% | 1,367 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $7.35万 | 0.00% | 1,508 | 1,116 | 284.7% | $5.44万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $7.38万 | 0.00% | 374 | -36 | -8.8% | -$7,100 | 减仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $7.43万 | 0.00% | 1,471 | -147 | -9.1% | -$7,422 | 减仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $7.80万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $7.82万 | 0.01% | 705 | 129 | 22.4% | $1.43万 | 加仓 |
| ZTS | ZOETIS INC CL A | $7.92万 | 0.01% | 670 | 400 | 148.1% | $4.73万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $8.01万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $8.07万 | 0.01% | 680 | 380 | 126.7% | $4.51万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $8.07万 | 0.01% | 1,317 | -146,859 | -99.1% | -$899.65万 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $8.32万 | 0.01% | 1,508 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $8.58万 | 0.01% | 806 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $8.62万 | 0.01% | 1,171 | -81 | -6.5% | -$5,965 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $8.68万 | 0.01% | 525 | -136 | -20.6% | -$2.25万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $8.74万 | 0.01% | 868 | 868 | — | $8.74万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $9.08万 | 0.01% | 211 | -331 | -61.1% | -$14.24万 | 减仓 |
| PSX | PHILLIPS 66 COM | $9.11万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $9.21万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $9.26万 | 0.01% | 902 | 260 | 40.5% | $2.67万 | 加仓 |
| SRE | SEMPRA COM | $10.53万 | 0.01% | 1,084 | 0 | 0.0% | — | 不变 |