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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -36,405 | -100.0% | -$617.65万 | 清仓 |
| FICO | FAIR ISAAC CORP COM | $0 | 0.00% | 0 | -393 | -100.0% | -$41.95万 | 清仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $0 | 0.00% | 0 | -1,367 | -100.0% | -$7.29万 | 清仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -1,491 | -100.0% | -$7.13万 | 清仓 |
| SMB | VANECK SHORT MUNI ETF | $0 | 0.00% | 0 | -2,407 | -100.0% | -$4.16万 | 清仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -53 | -100.0% | -$1.13万 | 清仓 |
| — | INSEEGO CORP COM NEW | $0 | 0.00% | 0 | -50 | -100.0% | -$556 | 清仓 |
| — | SCWORX CORP COM | $0 | 0.00% | 0 | -2,632 | -100.0% | -$526 | 清仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$64 | 清仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $12 | 0.00% | 0 | 0 | — | -$11 | 清仓 |
| — | WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND | $17 | 0.00% | 0 | 0 | — | -$15 | 清仓 |
| BKGI | BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF | $17 | 0.00% | 0 | 0 | — | — | 清仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $29 | 0.00% | 1 | 1 | — | $29 | 新建仓 |
| ZS | ZSCALER INC COM | $37 | 0.00% | 0 | 0 | — | -$37 | 清仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $47 | 0.00% | 1 | 1 | — | $47 | 新建仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $56 | 0.00% | 0 | 0 | — | — | 清仓 |
| ON | ON SEMICONDUCTOR CORP COM | $67 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $98 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | XTANT MED HLDGS INC COM NEW | $125 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $130 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $132 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $160 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $161 | 0.00% | 20 | 20 | — | $161 | 新建仓 |
| — | ASPIRE BIOPHARMA HLDGS INC COM | $176 | 0.00% | 33 | -967 | -96.7% | -$5,157 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $201 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $275 | 0.00% | 3 | 3 | — | $275 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $352 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $410 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $443 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $468 | 0.00% | 14 | 14 | — | $468 | 新建仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $492 | 0.00% | 31 | 31 | — | $492 | 新建仓 |
| — | INSEEGO CORP COM NEW | $517 | 0.00% | 50 | 50 | — | $517 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $571 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $1,042 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $1,176 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $1,182 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | ZACKS FOCUS GROWTH ETF | $1,367 | 0.00% | 43 | 43 | — | $1,367 | 新建仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $1,899 | 0.00% | 14 | -29 | -67.4% | -$3,934 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $2,020 | 0.00% | 19 | 19 | — | $2,020 | 新建仓 |
| SNX | TD SYNNEX CORPORATION COM | $2,673 | 0.00% | 10 | 10 | — | $2,673 | 新建仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $2,865 | 0.00% | 79 | 79 | — | $2,865 | 新建仓 |
| — | ZACKS QUALITY INTERNATIONAL ETF | $3,243 | 0.00% | 111 | 111 | — | $3,243 | 新建仓 |
| MTB | M & T BK CORP COM | $3,332 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $3,430 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $3,642 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $3,858 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC CL A | $4,240 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $4,746 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $4,776 | 0.00% | 10 | -28 | -73.7% | -$1.34万 | 重新持有 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $4,777 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $5,808 | 0.00% | 37 | 37 | — | $5,808 | 新建仓 |
| FFIV | F5 INC COM | $5,823 | 0.00% | 14 | 14 | — | $5,823 | 新建仓 |
| INTU | INTUIT COM | $6,264 | 0.00% | 24 | -1,609 | -98.5% | -$41.99万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $7,121 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $7,150 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $7,228 | 0.00% | 162 | 162 | — | $7,228 | 新建仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $7,435 | 0.00% | 197 | 197 | — | $7,435 | 新建仓 |
| BLK | BLACKROCK INC COM | $7,692 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $7,710 | 0.00% | 20 | 20 | — | $7,710 | 新建仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $7,735 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $7,852 | 0.00% | 78 | -790 | -91.0% | -$7.95万 | 减仓 |
| IYE | ISHARES U.S. ENERGY ETF | $7,866 | 0.00% | 139 | -24 | -14.7% | -$1,358 | 减仓 |
| METC | RAMACO RES INC COM CL A | $7,938 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $8,048 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC SPONS ADS REP Z | $8,515 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $9,139 | 0.00% | 181 | 181 | — | $9,139 | 新建仓 |
| NIO | NIO INC SPON ADS | $9,204 | 0.00% | 1,819 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $9,391 | 0.00% | 420 | 420 | — | $9,391 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP COM | $9,805 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $1.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1.02万 | 0.00% | 218 | 12 | 5.8% | $562 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $1.02万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.03万 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1.16万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $1.16万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $1.20万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $1.20万 | 0.00% | 113 | -693 | -86.0% | -$7.38万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1.25万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $1.28万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $1.29万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $1.33万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $1.39万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.39万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $1.40万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $1.40万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | $1.42万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.43万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.56万 | 0.00% | 270 | 270 | — | $1.56万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC COM | $1.58万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1.63万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $1.67万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1.73万 | 0.00% | 963 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC SPON ADS CL A | $1.78万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $2.03万 | 0.00% | 196 | 195 | 19,500.0% | $2.02万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $2.05万 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $2.15万 | 0.00% | 89 | 1 | 1.1% | $242 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.16万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $2.30万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |