VALLEY WEALTH MANAGERS, INC.
PARAMUS NJ · SEC CIK 0000924166
$17.31亿2026Q2 申报市值
339持仓数
26.9%前十大占比 · 第一大 3.7%
34 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INGM 新建仓+$2,414.40万
HONA 新建仓+$1,316.71万
CRM 加仓+$835.96万
PAVE 加仓+$807.37万
SOXX 加仓+$679.02万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$3,358.73万
DELL 减仓-$2,824.91万
CI 减仓-$1,834.80万
RSP 减仓-$1,577.86万
HON 减仓-$1,284.38万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP COM | $2.35万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2.36万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $2.39万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC SPON ADR REP A | $2.40万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $2.48万 | 0.00% | 83 | 83 | — | $2.48万 | 新建仓 |
| MOD | MODINE MFG CO COM | $2.56万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $2.57万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $2.71万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $2.72万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC COM | $2.78万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2.80万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $2.90万 | 0.00% | 945 | 945 | — | $2.90万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $2.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $3.03万 | 0.00% | 307 | 307 | — | $3.03万 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $3.06万 | 0.00% | 317 | 312 | 6,240.0% | $3.01万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $3.08万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $3.22万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3.23万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $3.24万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $3.40万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $3.52万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $3.52万 | 0.00% | 663 | -654 | -49.7% | -$3.47万 | 减仓 |
| CMBT | CMB.TECH NV SHS | $3.62万 | 0.00% | 2,565 | 0 | 0.0% | — | 不变 |
| — | CALAMOS DYNAMIC CONV & INCOME COM | $3.87万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $3.88万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| LRGG | NOMURA FOCUSED LARGE GROWTH ETF | $3.98万 | 0.00% | 1,449 | -28,652 | -95.2% | -$78.76万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.99万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $4.07万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $4.09万 | 0.00% | 425 | -300 | -41.4% | -$2.89万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $4.16万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC CL A | $4.33万 | 0.00% | 364 | -45,305 | -99.2% | -$538.91万 | 减仓 |
| — | FRANKLIN MUNICIPAL INCOME ETF | $4.39万 | 0.00% | 5,541 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $4.61万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $4.81万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $5.17万 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $5.40万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5.80万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $6.13万 | 0.00% | 2,012 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $6.16万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| NMM | NAVIOS MARITIME PARTNERS LP COM UNIT LPI | $6.52万 | 0.00% | 930 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $6.73万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $6.75万 | 0.00% | 1,287 | 142 | 12.4% | $7,442 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.85万 | 0.00% | 1,360 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $6.98万 | 0.00% | 951 | -220 | -18.8% | -$1.62万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $7.09万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $7.10万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $7.41万 | 0.00% | 1,471 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $7.60万 | 0.00% | 1,000 | 1,000 | — | $7.60万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP COM | $7.66万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $7.77万 | 0.00% | 725 | 20 | 2.8% | $2,143 | 加仓 |
| GLD | SPDR GOLD SHARES | $7.77万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $7.84万 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $7.89万 | 0.00% | 4,691 | 71 | 1.5% | $1,194 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $7.90万 | 0.00% | 1,508 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $8.18万 | 0.00% | 902 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $8.45万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $8.59万 | 0.00% | 1,508 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $8.60万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $8.91万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $9.09万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $9.17万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $9.50万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $9.83万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $10.05万 | 0.01% | 1,084 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $11.52万 | 0.01% | 2,000 | 2,000 | — | $11.52万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $13.20万 | 0.01% | 1,490 | -341 | -18.6% | -$3.02万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $13.45万 | 0.01% | 1,359 | 162 | 13.5% | $1.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $13.46万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $14.43万 | 0.01% | 2,000 | 2,000 | — | $14.43万 | 新建仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $15.14万 | 0.01% | 1,758 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $16.10万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $16.49万 | 0.01% | 925 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $16.49万 | 0.01% | 1,178 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $19.62万 | 0.01% | 3,254 | 3,254 | — | $19.62万 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $19.79万 | 0.01% | 1,687 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC COM | $22.49万 | 0.01% | 5,764 | 5,764 | — | $22.49万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $22.51万 | 0.01% | 195 | -5 | -2.5% | -$5,771 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $23.47万 | 0.01% | 4,377 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $24.43万 | 0.01% | 1,546 | 1,239 | 403.6% | $19.58万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $25.48万 | 0.01% | 1,606 | -292 | -15.4% | -$4.63万 | 减仓 |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | $26.51万 | 0.02% | 10,904 | -1,953 | -15.2% | -$4.75万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $27.68万 | 0.02% | 1,301 | -74,158 | -98.3% | -$1,577.86万 | 减仓 |
| VLY | VALLEY NATL BANCORP COM | $28.11万 | 0.02% | 19,191 | -37,040 | -65.9% | -$54.26万 | 减仓 |
| WMT | WALMART INC COM | $28.43万 | 0.02% | 2,510 | 60 | 2.4% | $6,796 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $28.45万 | 0.02% | 2,422 | -139 | -5.4% | -$1.63万 | 减仓 |
| CI | THE CIGNA GROUP COM | $33.83万 | 0.02% | 1,227 | -66,553 | -98.2% | -$1,834.80万 | 减仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $34.32万 | 0.02% | 15,742 | 3,960 | 33.6% | $8.63万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $39.43万 | 0.02% | 2,885 | -109 | -3.6% | -$1.49万 | 减仓 |
| NOW | SERVICENOW INC COM | $39.90万 | 0.02% | 4,019 | -2,192 | -35.3% | -$21.76万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $45.29万 | 0.03% | 905 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $54.66万 | 0.03% | 9,391 | -584 | -5.9% | -$3.40万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $55.78万 | 0.03% | 4,715 | 176 | 3.9% | $2.08万 | 加仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $56.04万 | 0.03% | 22,389 | -1,086 | -4.6% | -$2.72万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $56.82万 | 0.03% | 6,875 | 276 | 4.2% | $2.28万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $58.39万 | 0.03% | 1,309 | 104 | 8.6% | $4.64万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $61.14万 | 0.04% | 6,869 | 33 | 0.5% | $2,937 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $61.33万 | 0.04% | 3,219 | -20 | -0.6% | -$3,810 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $61.84万 | 0.04% | 1,586 | 49 | 3.2% | $1.91万 | 加仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $62.15万 | 0.04% | 24,268 | -2,804 | -10.4% | -$7.18万 | 减仓 |
| NFLX | NETFLIX INC. COM | $64.75万 | 0.04% | 9,069 | 659 | 7.8% | $4.71万 | 加仓 |