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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TRUST SERIES I | $64.95万 | 0.04% | 882 | -262 | -22.9% | -$19.29万 | 减仓 |
| LPLA | LPL FINL HLDGS INC COM | $65.72万 | 0.04% | 2,333 | 130 | 5.9% | $3.66万 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $67.13万 | 0.04% | 504 | 45 | 9.8% | $5.99万 | 加仓 |
| MSCI | MSCI INC COM | $67.26万 | 0.04% | 1,201 | 72 | 6.4% | $4.03万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $68.42万 | 0.04% | 1,987 | 123 | 6.6% | $4.24万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $69.75万 | 0.04% | 7,574 | 335 | 4.6% | $3.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $74.26万 | 0.04% | 2,924 | -201 | -6.4% | -$5.10万 | 减仓 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $77.61万 | 0.04% | 42,431 | -1,415 | -3.2% | -$2.59万 | 减仓 |
| TJX | TJX COS INC NEW COM | $77.87万 | 0.04% | 5,140 | 113 | 2.2% | $1.71万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $82.15万 | 0.05% | 6,616 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $82.21万 | 0.05% | 30,181 | -409 | -1.3% | -$1.11万 | 减仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $88.83万 | 0.05% | 8,141 | -331 | -3.9% | -$3.61万 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $88.86万 | 0.05% | 38,366 | 1,691 | 4.6% | $3.92万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $89.52万 | 0.05% | 2,709 | -1 | -0.0% | -$330 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $90.82万 | 0.05% | 1,849 | 194 | 11.7% | $9.53万 | 加仓 |
| INTC | INTEL CORP COM | $93.55万 | 0.05% | 6,700 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $94.11万 | 0.05% | 1,006 | 31 | 3.2% | $2.90万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $105.46万 | 0.06% | 39,558 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $117.06万 | 0.07% | 46,359 | -1,435 | -3.0% | -$3.62万 | 减仓 |
| FTNT | FORTINET INC COM | $119.45万 | 0.07% | 7,776 | 163 | 2.1% | $2.50万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $135.11万 | 0.08% | 17,096 | -1,303 | -7.1% | -$10.30万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $140.80万 | 0.08% | 23,588 | -1,334 | -5.4% | -$7.96万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $146.38万 | 0.08% | 4,143 | -50 | -1.2% | -$1.77万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $146.89万 | 0.08% | 4,931 | 4,931 | — | $146.89万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $151.03万 | 0.09% | 2,199 | 52 | 2.4% | $3.57万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $153.52万 | 0.09% | 12,845 | -43 | -0.3% | -$5,139 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $163.28万 | 0.09% | 4,788 | 845 | 21.4% | $28.82万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $166.91万 | 0.10% | 68,915 | -2,584 | -3.6% | -$6.26万 | 减仓 |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $167.02万 | 0.10% | 18,312 | 18,312 | — | $167.02万 | 新建仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $174.74万 | 0.10% | 72,118 | -4,674 | -6.1% | -$11.33万 | 减仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $179.77万 | 0.10% | 12,670 | -246 | -1.9% | -$3.49万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $180.31万 | 0.10% | 17,981 | 895 | 5.2% | $8.98万 | 加仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $182.20万 | 0.11% | 4,982 | -153 | -3.0% | -$5.60万 | 减仓 |
| KLAC | KLA CORP COM NEW | $182.41万 | 0.11% | 6,046 | -1,904 | -23.9% | -$57.45万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $184.43万 | 0.11% | 2,551 | -810 | -24.1% | -$58.56万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $192.44万 | 0.11% | 4,839 | 166 | 3.6% | $6.60万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $195.15万 | 0.11% | 20,206 | -415 | -2.0% | -$4.01万 | 减仓 |
| CPLS | AB CORE PLUS BOND ETF | $210.78万 | 0.12% | 59,962 | -2,300 | -3.7% | -$8.09万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $211.80万 | 0.12% | 23,378 | -11,178 | -32.3% | -$101.27万 | 减仓 |
| V | VISA INC COM CL A | $239.20万 | 0.14% | 6,972 | 314 | 4.7% | $10.77万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $244.34万 | 0.14% | 3,272 | 13 | 0.4% | $9,708 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $262.60万 | 0.15% | 51,929 | -10,095 | -16.3% | -$51.05万 | 减仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $266.22万 | 0.15% | 13,473 | -451 | -3.2% | -$8.91万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $311.05万 | 0.18% | 9,290 | 299 | 3.3% | $10.01万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $317.07万 | 0.18% | 4,234 | -195 | -4.4% | -$14.60万 | 减仓 |
| DOX | AMDOCS LTD SHS | $318.19万 | 0.18% | 62,958 | 16,992 | 37.0% | $85.88万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $324.37万 | 0.19% | 19,094 | 302 | 1.6% | $5.13万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $341.94万 | 0.20% | 75,169 | 2,578 | 3.6% | $11.73万 | 加仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $350.37万 | 0.20% | 31,409 | -13,636 | -30.3% | -$152.11万 | 减仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $352.60万 | 0.20% | 11,512 | -658 | -5.4% | -$20.15万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $354.82万 | 0.21% | 91,613 | 91,613 | — | $354.82万 | 新建仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $356.88万 | 0.21% | 23,451 | -1,884 | -7.4% | -$28.67万 | 减仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $364.93万 | 0.21% | 77,381 | 8,007 | 11.5% | $37.76万 | 加仓 |
| APH | AMPHENOL CORP CL A | $366.66万 | 0.21% | 20,795 | 2,301 | 12.4% | $40.57万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $368.79万 | 0.21% | 47,336 | 537 | 1.1% | $4.18万 | 加仓 |
| MCD | MCDONALDS CORP COM | $374.45万 | 0.22% | 13,853 | 594 | 4.5% | $16.06万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $375.94万 | 0.22% | 153,131 | 7,303 | 5.0% | $17.93万 | 加仓 |
| T | AT&T INC COM | $378.79万 | 0.22% | 182,989 | 9,494 | 5.5% | $19.65万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $385.39万 | 0.22% | 35,707 | 1,349 | 3.9% | $14.56万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $389.80万 | 0.23% | 80,487 | 269 | 0.3% | $1.30万 | 加仓 |
| LLY | ELI LILLY & CO COM | $407.21万 | 0.24% | 3,395 | -269 | -7.3% | -$32.26万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $411.19万 | 0.24% | 52,562 | 1,132 | 2.2% | $8.86万 | 加仓 |
| VICI | VICI PPTYS INC COM | $411.50万 | 0.24% | 154,990 | 7,541 | 5.1% | $20.02万 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $413.55万 | 0.24% | 61,743 | 1,172 | 1.9% | $7.85万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $423.94万 | 0.24% | 8,321 | 387 | 4.9% | $19.72万 | 加仓 |
| HD | HOME DEPOT INC COM | $425.77万 | 0.25% | 12,072 | 337 | 2.9% | $11.89万 | 加仓 |
| PEP | PEPSICO INC COM | $427.47万 | 0.25% | 31,571 | 868 | 2.8% | $11.75万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $434.70万 | 0.25% | 26,576 | 714 | 2.8% | $11.68万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $444.30万 | 0.26% | 33,019 | -4,380 | -11.7% | -$58.94万 | 减仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $462.94万 | 0.27% | 44,119 | -1,311 | -2.9% | -$13.76万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $465.66万 | 0.27% | 31,755 | 1,221 | 4.0% | $17.90万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $469.37万 | 0.27% | 37,151 | 1,189 | 3.3% | $15.02万 | 加仓 |
| EOG | EOG RES INC COM | $474.12万 | 0.27% | 36,547 | 1,113 | 3.1% | $14.44万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $477.63万 | 0.28% | 58,851 | 1,879 | 3.3% | $15.25万 | 加仓 |
| O | REALTY INCOME CORP COM | $481.44万 | 0.28% | 77,702 | 1,477 | 1.9% | $9.15万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $501.70万 | 0.29% | 22,120 | 331 | 1.5% | $7.51万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $506.15万 | 0.29% | 37,021 | 37,021 | — | $506.15万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $512.75万 | 0.30% | 46,711 | 1,186 | 2.6% | $13.02万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $514.61万 | 0.30% | 37,418 | -1,555 | -4.0% | -$21.39万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $516.19万 | 0.30% | 14,572 | 278 | 1.9% | $9.85万 | 加仓 |
| KO | COCA COLA CO COM | $518.98万 | 0.30% | 63,858 | 1,167 | 1.9% | $9.48万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $524.19万 | 0.30% | 51,296 | 474 | 0.9% | $4.84万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $527.21万 | 0.30% | 46,373 | 957 | 2.1% | $10.88万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $535.95万 | 0.31% | 167,643 | 2,695 | 1.6% | $8.62万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $539.37万 | 0.31% | 19,180 | 630 | 3.4% | $17.72万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $548.36万 | 0.32% | 24,486 | 1,101 | 4.7% | $24.66万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $551.72万 | 0.32% | 40,328 | 764 | 1.9% | $10.45万 | 加仓 |
| USB | US BANCORP COM NEW | $555.98万 | 0.32% | 92,049 | 1,776 | 2.0% | $10.73万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $567.44万 | 0.33% | 17,189 | 360 | 2.1% | $11.88万 | 加仓 |
| NTAP | NETAPP INC COM | $570.55万 | 0.33% | 36,867 | -13,731 | -27.1% | -$212.50万 | 减仓 |
| QCOM | QUALCOMM INC COM | $582.59万 | 0.34% | 31,527 | 97 | 0.3% | $1.79万 | 加仓 |
| AMZN | AMAZON COM INC COM | $587.79万 | 0.34% | 24,662 | -1,233 | -4.8% | -$29.39万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $618.33万 | 0.36% | 25,113 | 69 | 0.3% | $1.70万 | 加仓 |
| MRK | MERCK & CO INC COM | $643.51万 | 0.37% | 50,079 | 2,735 | 5.8% | $35.14万 | 加仓 |
| STT | STATE STR CORP COM | $672.50万 | 0.39% | 39,652 | -181 | -0.5% | -$3.07万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $675.69万 | 0.39% | 20,642 | 146 | 0.7% | $4.78万 | 加仓 |
| ABBV | ABBVIE INC COM | $692.94万 | 0.40% | 27,537 | 973 | 3.7% | $24.48万 | 加仓 |
| R | RYDER SYS INC COM | $697.96万 | 0.40% | 26,461 | -197 | -0.7% | -$5.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $701.08万 | 0.41% | 16,868 | 16 | 0.1% | $6,650 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $739.35万 | 0.43% | 36,951 | -1,925 | -5.0% | -$38.52万 | 减仓 |