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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO COM | $441.04万 | 0.28% | 30,534 | 2,339 | 8.3% | $33.78万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $445.64万 | 0.29% | 51,430 | 51,122 | 16,598.1% | $442.97万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $446.33万 | 0.29% | 25,862 | 25,862 | — | $446.33万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $449.64万 | 0.29% | 18,550 | 125 | 0.7% | $3.03万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $455.31万 | 0.29% | 50,822 | 612 | 1.2% | $5.48万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $456.00万 | 0.29% | 16,852 | 16,852 | — | $456.00万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $461.19万 | 0.30% | 56,972 | 1,087 | 1.9% | $8.80万 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $462.28万 | 0.30% | 60,571 | 60,571 | — | $462.28万 | 新建仓 |
| O | REALTY INCOME CORP COM | $466.34万 | 0.30% | 76,225 | 692 | 0.9% | $4.23万 | 加仓 |
| USB | US BANCORP COM NEW | $469.51万 | 0.30% | 90,273 | -5,301 | -5.5% | -$27.57万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $475.14万 | 0.31% | 23,385 | 21,091 | 919.4% | $428.53万 | 加仓 |
| KO | COCA COLA CO COM | $476.77万 | 0.31% | 62,691 | 680 | 1.1% | $5.17万 | 加仓 |
| PEP | PEPSICO INC COM | $476.79万 | 0.31% | 30,703 | 1,064 | 3.6% | $16.52万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $479.55万 | 0.31% | 7,934 | -276 | -3.4% | -$16.68万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $490.59万 | 0.32% | 14,294 | 68 | 0.5% | $2.33万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $490.86万 | 0.32% | 16,829 | 12 | 0.1% | $3,500 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $501.20万 | 0.32% | 35,962 | -2,691 | -7.0% | -$37.50万 | 减仓 |
| T | AT&T INC COM | $502.96万 | 0.32% | 173,495 | 3,129 | 1.8% | $9.07万 | 加仓 |
| STT | STATE STR CORP COM | $504.13万 | 0.32% | 39,833 | -3,619 | -8.3% | -$45.80万 | 减仓 |
| EOG | EOG RES INC COM | $512.27万 | 0.33% | 35,434 | 2,429 | 7.4% | $35.12万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $515.77万 | 0.33% | 26,567 | 250 | 0.9% | $4.85万 | 加仓 |
| NTAP | NETAPP INC COM | $518.07万 | 0.33% | 50,598 | 1,271 | 2.6% | $13.01万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $518.60万 | 0.33% | 39,564 | -113 | -0.3% | -$1.48万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $521.14万 | 0.34% | 25,044 | 180 | 0.7% | $3.75万 | 加仓 |
| AMZN | AMAZON COM INC COM | $539.32万 | 0.35% | 25,895 | 75 | 0.3% | $1.56万 | 加仓 |
| R | RYDER SYS INC COM | $545.72万 | 0.35% | 26,658 | 367 | 1.4% | $7.51万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $553.07万 | 0.36% | 164,948 | 675 | 0.4% | $2.26万 | 加仓 |
| MRK | MERCK & CO INC COM | $569.50万 | 0.37% | 47,344 | -2,117 | -4.3% | -$25.47万 | 减仓 |
| ABBV | ABBVIE INC COM | $577.74万 | 0.37% | 26,564 | 373 | 1.4% | $8.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $602.92万 | 0.39% | 20,496 | -559 | -2.7% | -$16.44万 | 减仓 |
| — | EXXON MOBIL CORP COM | $617.65万 | 0.40% | 36,405 | -1,664 | -4.4% | -$28.23万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $678.00万 | 0.44% | 38,876 | 3,106 | 8.7% | $54.17万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $901.92万 | 0.58% | 138,438 | -57,508 | -29.3% | -$374.66万 | 减仓 |
| KBWB | INVESCO KBW BANK ETF | $934.19万 | 0.60% | 118,073 | -49,394 | -29.5% | -$390.81万 | 减仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $1,022.69万 | 0.66% | 195,544 | 34,743 | 21.6% | $181.71万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1,050.76万 | 0.68% | 94,851 | 51,136 | 117.0% | $566.48万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1,168.23万 | 0.75% | 70,503 | 878 | 1.3% | $14.55万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $1,371.61万 | 0.88% | 193,621 | 27,529 | 16.6% | $195.02万 | 加仓 |
| CRM | SALESFORCE INC COM | $1,394.50万 | 0.90% | 74,704 | -2,200 | -2.9% | -$41.07万 | 减仓 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $1,411.07万 | 0.91% | 184,429 | 10,691 | 6.2% | $81.80万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1,448.21万 | 0.93% | 75,459 | 18,560 | 32.6% | $356.20万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,505.34万 | 0.97% | 75,916 | -2,193 | -2.8% | -$43.49万 | 减仓 |
| SSNC | SS&C TECH HLDGS COM | $1,603.38万 | 1.03% | 237,292 | 6,590 | 2.9% | $44.53万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $1,792.54万 | 1.15% | 680,797 | 680,797 | — | $1,792.54万 | 新建仓 |
| CI | THE CIGNA GROUP COM | $1,808.03万 | 1.16% | 67,780 | 4,090 | 6.4% | $109.10万 | 加仓 |
| ORCL | ORACLE CORP COM | $1,970.26万 | 1.27% | 133,931 | 12,308 | 10.1% | $181.06万 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $1,993.24万 | 1.28% | 1,157,515 | 240,312 | 26.2% | $413.82万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $1,994.99万 | 1.28% | 100,635 | 9,030 | 9.9% | $179.01万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $2,015.69万 | 1.30% | 102,820 | 1,008 | 1.0% | $19.76万 | 加仓 |
| AIZ | ASSURANT INC COM | $2,109.68万 | 1.36% | 96,859 | 54 | 0.1% | $1.18万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $2,196.29万 | 1.41% | 104,570 | 8,833 | 9.2% | $185.52万 | 加仓 |
| META | META PLATFORMS INC CL A | $2,214.95万 | 1.43% | 38,714 | 33,631 | 661.6% | $1,924.13万 | 加仓 |
| MET | METLIFE INC COM | $2,221.91万 | 1.43% | 314,184 | 13,904 | 4.6% | $98.33万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2,238.91万 | 1.44% | 50,139 | -812 | -1.6% | -$36.26万 | 减仓 |
| CACI | CACI INTL INC CL A | $2,292.30万 | 1.48% | 42,148 | -1,267 | -2.9% | -$68.91万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO COM | $2,293.51万 | 1.48% | 244,094 | 1,100 | 0.5% | $10.34万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $2,387.64万 | 1.54% | 132,038 | -325 | -0.2% | -$5.88万 | 减仓 |
| COR | CENCORA INC COM | $2,419.65万 | 1.56% | 77,025 | -8,819 | -10.3% | -$277.04万 | 减仓 |
| AMGN | AMGEN INC COM | $2,429.55万 | 1.56% | 69,051 | -15,907 | -18.7% | -$559.69万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $2,458.78万 | 1.58% | 369,852 | 29 | 0.0% | $1,928 | 加仓 |
| KR | KROGER CO COM | $2,487.22万 | 1.60% | 343,728 | 27,054 | 8.5% | $195.76万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $2,501.88万 | 1.61% | 120,922 | -4,329 | -3.5% | -$89.57万 | 减仓 |
| — | HONEYWELL INTL INC COM | $2,643.84万 | 1.70% | 116,969 | 2,953 | 2.6% | $66.75万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $2,644.65万 | 1.70% | 774,648 | 774,648 | — | $2,644.65万 | 新建仓 |
| HUBB | HUBBELL INC COM | $2,645.86万 | 1.70% | 53,916 | -2,535 | -4.5% | -$124.40万 | 减仓 |
| PFE | PFIZER INC COM | $2,664.32万 | 1.72% | 948,832 | 207,642 | 28.0% | $583.06万 | 加仓 |
| TPR | TAPESTRY INC COM | $2,675.57万 | 1.72% | 189,609 | -68,222 | -26.5% | -$962.68万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $2,688.60万 | 1.73% | 68,629 | -63,817 | -48.2% | -$2,500.09万 | 减仓 |
| ROST | ROSS STORES INC COM | $2,726.35万 | 1.76% | 125,853 | -7,581 | -5.7% | -$164.23万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $2,731.45万 | 1.76% | 165,975 | -27,722 | -14.3% | -$456.22万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $2,789.27万 | 1.80% | 75,351 | 463 | 0.6% | $17.14万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $2,789.77万 | 1.80% | 169,973 | 9,590 | 6.0% | $157.40万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,813.72万 | 1.81% | 97,848 | -32,613 | -25.0% | -$937.82万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $2,834.09万 | 1.82% | 472,584 | -18,999 | -3.9% | -$113.94万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $2,974.73万 | 1.92% | 592,575 | 20,033 | 3.5% | $100.57万 | 加仓 |
| CSCO | CISCO SYS INC COM | $2,982.96万 | 1.92% | 384,452 | -11,664 | -2.9% | -$90.50万 | 减仓 |
| HAS | HASBRO INC COM | $2,998.02万 | 1.93% | 320,301 | -11,680 | -3.5% | -$109.32万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $3,491.05万 | 2.25% | 177,933 | 48,131 | 37.1% | $944.33万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $3,495.17万 | 2.25% | 748,911 | 97,869 | 15.0% | $456.75万 | 加仓 |
| AVGO | BROADCOM INC COM | $3,560.06万 | 2.29% | 115,022 | -21,408 | -15.7% | -$662.60万 | 减仓 |
| GLW | CORNING INC COM | $4,167.24万 | 2.68% | 306,483 | -58,871 | -16.1% | -$800.47万 | 减仓 |
| AAPL | APPLE INC COM | $4,653.19万 | 3.00% | 183,348 | -9,165 | -4.8% | -$232.60万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $5,831.66万 | 3.76% | 531,649 | 54,596 | 11.4% | $598.86万 | 加仓 |