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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC COM | $845.59万 | 0.49% | 28,369 | 1,802 | 6.8% | $53.71万 | 加仓 |
| KBWB | INVESCO KBW BANK ETF | $947.50万 | 0.55% | 101,904 | -16,169 | -13.7% | -$150.34万 | 减仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $963.92万 | 0.56% | 128,780 | -9,658 | -7.0% | -$72.29万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $994.82万 | 0.57% | 168,842 | 137,029 | 430.7% | $807.37万 | 加仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $1,081.39万 | 0.62% | 189,717 | -5,827 | -3.0% | -$33.21万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,087.02万 | 0.63% | 87,353 | 11,437 | 15.1% | $142.32万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1,131.24万 | 0.65% | 84,896 | -9,955 | -10.5% | -$132.65万 | 减仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1,300.54万 | 0.75% | 73,622 | 3,119 | 4.4% | $55.10万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $1,316.71万 | 0.76% | 59,559 | 59,559 | — | $1,316.71万 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $1,334.51万 | 0.77% | 59,604 | -57,365 | -49.0% | -$1,284.38万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $1,413.22万 | 0.82% | 22,055 | 10,597 | 92.5% | $679.02万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $1,452.37万 | 0.84% | 243,238 | 49,617 | 25.6% | $296.26万 | 加仓 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $1,493.52万 | 0.86% | 182,292 | -2,137 | -1.2% | -$17.51万 | 减仓 |
| SSNC | SS&C TECH HLDGS COM | $1,576.14万 | 0.91% | 254,011 | 16,719 | 7.0% | $103.74万 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $1,799.43万 | 1.04% | 1,098,554 | -58,961 | -5.1% | -$96.58万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $1,840.99万 | 1.06% | 109,759 | 5,189 | 5.0% | $87.04万 | 加仓 |
| KR | KROGER CO COM | $1,972.29万 | 1.14% | 355,176 | 11,448 | 3.3% | $63.57万 | 加仓 |
| CACI | CACI INTL INC CL A | $1,989.66万 | 1.15% | 42,949 | 801 | 1.9% | $37.11万 | 加仓 |
| CRM | SALESFORCE INC COM | $2,006.27万 | 1.16% | 128,065 | 53,361 | 71.4% | $835.96万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $2,006.87万 | 1.16% | 259,924 | 15,830 | 6.5% | $122.22万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $2,019.04万 | 1.17% | 121,805 | 883 | 0.7% | $14.64万 | 加仓 |
| ORCL | ORACLE CORP COM | $2,059.12万 | 1.19% | 140,506 | 6,575 | 4.9% | $96.36万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $2,166.82万 | 1.25% | 105,180 | 2,360 | 2.3% | $48.62万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $2,286.54万 | 1.32% | 104,671 | 4,036 | 4.0% | $88.17万 | 加仓 |
| COR | CENCORA INC COM | $2,291.57万 | 1.32% | 80,980 | 3,955 | 5.1% | $111.92万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $2,306.60万 | 1.33% | 704,734 | 23,937 | 3.5% | $78.35万 | 加仓 |
| META | META PLATFORMS INC CL A | $2,338.17万 | 1.35% | 41,509 | 2,795 | 7.2% | $157.44万 | 加仓 |
| INGM | INGRAM MICRO HOLDING CORP | $2,414.40万 | 1.40% | 880,204 | 880,204 | — | $2,414.40万 | 新建仓 |
| PFE | PFIZER INC COM | $2,442.16万 | 1.41% | 1,014,187 | 65,355 | 6.9% | $157.37万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $2,489.52万 | 1.44% | 139,399 | 7,361 | 5.6% | $131.46万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $2,537.11万 | 1.47% | 599,223 | 6,648 | 1.1% | $28.15万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2,549.67万 | 1.47% | 51,329 | 1,190 | 2.4% | $59.11万 | 加仓 |
| AMGN | AMGEN INC COM | $2,551.34万 | 1.47% | 70,456 | 1,405 | 2.0% | $50.88万 | 加仓 |
| AIZ | ASSURANT INC COM | $2,639.79万 | 1.53% | 98,305 | 1,446 | 1.5% | $38.83万 | 加仓 |
| ROST | ROSS STORES INC COM | $2,644.16万 | 1.53% | 124,226 | -1,627 | -1.3% | -$34.63万 | 减仓 |
| HAS | HASBRO INC COM | $2,702.44万 | 1.56% | 327,212 | 6,911 | 2.2% | $57.08万 | 加仓 |
| MET | METLIFE INC COM | $2,720.40万 | 1.57% | 321,522 | 7,338 | 2.3% | $62.09万 | 加仓 |
| HUBB | HUBBELL INC COM | $2,805.60万 | 1.62% | 53,624 | -292 | -0.5% | -$15.28万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $2,806.63万 | 1.62% | 75,241 | -110 | -0.1% | -$4.10万 | 减仓 |
| TPR | TAPESTRY INC COM | $2,808.72万 | 1.62% | 191,878 | 2,269 | 1.2% | $33.21万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $3,146.89万 | 1.82% | 449,107 | -23,477 | -5.0% | -$164.50万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $3,450.16万 | 1.99% | 368,370 | -1,482 | -0.4% | -$13.88万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,461.95万 | 2.00% | 96,873 | -975 | -1.0% | -$34.84万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $3,474.88万 | 2.01% | 166,230 | 255 | 0.2% | $5.33万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $3,637.03万 | 2.10% | 761,681 | -12,967 | -1.7% | -$61.92万 | 减仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $3,885.27万 | 2.25% | 178,281 | 348 | 0.2% | $7.58万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $4,057.01万 | 2.34% | 618,352 | -130,559 | -17.4% | -$856.60万 | 减仓 |
| AVGO | BROADCOM INC COM | $4,201.47万 | 2.43% | 111,224 | -3,798 | -3.3% | -$143.47万 | 减仓 |
| CSCO | CISCO SYS INC COM | $4,400.48万 | 2.54% | 374,637 | -9,815 | -2.6% | -$115.29万 | 减仓 |
| GLW | CORNING INC COM | $4,469.77万 | 2.58% | 174,990 | -131,493 | -42.9% | -$3,358.73万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $4,508.77万 | 2.61% | 104,500 | -65,473 | -38.5% | -$2,824.91万 | 减仓 |
| AAPL | APPLE INC COM | $5,338.73万 | 3.08% | 184,501 | 1,153 | 0.6% | $33.36万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $5,560.61万 | 3.21% | 57,623 | -11,006 | -16.0% | -$1,062.08万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $6,484.95万 | 3.75% | 507,390 | -24,259 | -4.6% | -$310.05万 | 减仓 |