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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO COM | $337.00万 | 0.22% | 3,664 | -182 | -4.7% | -$16.74万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $335.64万 | 0.22% | 34,358 | 1,450 | 4.4% | $14.17万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $331.16万 | 0.21% | 72,591 | 9,867 | 15.7% | $45.01万 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $321.76万 | 0.21% | 69,374 | -350 | -0.5% | -$1.62万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $313.91万 | 0.20% | 62,024 | -94,709 | -60.4% | -$479.33万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $313.18万 | 0.20% | 12,170 | -627 | -4.9% | -$16.14万 | 减仓 |
| DOX | AMDOCS LTD SHS | $299.97万 | 0.19% | 45,966 | -179,552 | -79.6% | -$1,171.75万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $289.28万 | 0.19% | 4,429 | -79 | -1.8% | -$5.16万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $276.62万 | 0.18% | 34,556 | 753 | 2.2% | $6.03万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $256.59万 | 0.17% | 13,924 | -777 | -5.3% | -$14.32万 | 减仓 |
| APH | AMPHENOL CORP CL A | $233.67万 | 0.15% | 18,494 | -890 | -4.6% | -$11.25万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $230.73万 | 0.15% | 18,792 | -608 | -3.1% | -$7.47万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $225.30万 | 0.15% | 8,991 | 6,599 | 275.9% | $165.36万 | 加仓 |
| CPLS | AB CORE PLUS BOND ETF | $219.61万 | 0.14% | 62,262 | 3,724 | 6.4% | $13.14万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $215.42万 | 0.14% | 4,673 | -210 | -4.3% | -$9.68万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $211.95万 | 0.14% | 3,259 | -1,452 | -30.8% | -$94.43万 | 减仓 |
| V | VISA INC COM CL A | $201.23万 | 0.13% | 6,658 | -424 | -6.0% | -$12.81万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $186.68万 | 0.12% | 20,621 | -1,310 | -6.0% | -$11.86万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $186.14万 | 0.12% | 76,792 | 777 | 1.0% | $1.88万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $173.31万 | 0.11% | 71,499 | 795 | 1.1% | $1.93万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $161.64万 | 0.10% | 31,813 | -5,037 | -13.7% | -$25.59万 | 减仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $161.61万 | 0.10% | 12,916 | -685 | -5.0% | -$8.57万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $155.21万 | 0.10% | 5,135 | -571 | -10.0% | -$17.26万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $145.85万 | 0.09% | 18,399 | 111 | 0.6% | $8,799 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $134.70万 | 0.09% | 24,922 | -2,557 | -9.3% | -$13.82万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $128.30万 | 0.08% | 2,147 | 65 | 3.1% | $3.88万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $121.06万 | 0.08% | 47,794 | 841 | 1.8% | $2.13万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $120.28万 | 0.08% | 4,193 | -420 | -9.1% | -$12.05万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $118.41万 | 0.08% | 17,086 | -716 | -4.0% | -$4.96万 | 减仓 |
| KLAC | KLA CORP COM NEW | $117.06万 | 0.08% | 795 | -56 | -6.6% | -$8.25万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $114.87万 | 0.07% | 3,361 | -276 | -7.6% | -$9.43万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $112.38万 | 0.07% | 1,611 | -194 | -10.7% | -$13.53万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $108.63万 | 0.07% | 39,558 | 483 | 1.2% | $1.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $97.15万 | 0.06% | 975 | -37 | -3.7% | -$3.69万 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $85.31万 | 0.05% | 36,675 | 4,014 | 12.3% | $9.34万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $82.41万 | 0.05% | 2,710 | -172 | -6.0% | -$5.23万 | 减仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $81.74万 | 0.05% | 30,590 | -228 | -0.7% | -$6,092 | 减仓 |
| NFLX | NETFLIX INC. COM | $80.86万 | 0.05% | 8,410 | -29 | -0.3% | -$2,788 | 减仓 |
| TJX | TJX COS INC NEW COM | $80.28万 | 0.05% | 5,027 | -124 | -2.4% | -$1.98万 | 减仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $80.13万 | 0.05% | 8,472 | -402 | -4.5% | -$3.80万 | 减仓 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $78.66万 | 0.05% | 43,846 | 1,841 | 4.4% | $3.30万 | 加仓 |
| LRGG | NOMURA FOCUSED LARGE GROWTH ETF | $77.11万 | 0.05% | 30,101 | -816,284 | -96.4% | -$2,091.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $76.39万 | 0.05% | 3,125 | -23,789 | -88.4% | -$581.52万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $72.74万 | 0.05% | 1,537 | -28 | -1.8% | -$1.33万 | 减仓 |
| INTU | INTUIT COM | $70.61万 | 0.05% | 1,633 | 596 | 57.5% | $25.77万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $70.53万 | 0.05% | 1,654 | -86 | -4.9% | -$3.67万 | 减仓 |
| VLY | VALLEY NATL BANCORP COM | $69.05万 | 0.04% | 56,231 | -173 | -0.3% | -$2,124 | 减仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $68.98万 | 0.04% | 27,072 | -274 | -1.0% | -$6,982 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $68.97万 | 0.04% | 1,655 | -59 | -3.4% | -$2.46万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $66.82万 | 0.04% | 7,239 | -378 | -5.0% | -$3.49万 | 减仓 |
| LPLA | LPL FINL HLDGS INC COM | $66.27万 | 0.04% | 2,203 | -92 | -4.0% | -$2.77万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $66.03万 | 0.04% | 1,144 | -31 | -2.6% | -$1.79万 | 减仓 |
| NOW | SERVICENOW INC COM | $64.94万 | 0.04% | 6,211 | 2,142 | 52.6% | $22.39万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $63.21万 | 0.04% | 3,943 | -58 | -1.4% | -$9,299 | 减仓 |
| FTNT | FORTINET INC COM | $62.21万 | 0.04% | 7,613 | -246 | -3.1% | -$2.01万 | 减仓 |
| MSCI | MSCI INC COM | $60.85万 | 0.04% | 1,129 | -16 | -1.4% | -$8,624 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $59.75万 | 0.04% | 1,864 | -103 | -5.2% | -$3.30万 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $58.64万 | 0.04% | 23,475 | 14,634 | 165.5% | $36.56万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $58.39万 | 0.04% | 9,975 | -49 | -0.5% | -$2,868 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $57.13万 | 0.04% | 6,836 | 391 | 6.1% | $3.27万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $54.61万 | 0.04% | 6,599 | -41 | -0.6% | -$3,393 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $53.20万 | 0.03% | 459 | 15 | 3.4% | $1.74万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $50.57万 | 0.03% | 4,539 | -221 | -4.6% | -$2.46万 | 减仓 |
| SNPS | SYNOPSYS INC COM | $47.78万 | 0.03% | 1,205 | 43 | 3.7% | $1.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $43.37万 | 0.03% | 905 | -22 | -2.4% | -$1.05万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $43.05万 | 0.03% | 3,239 | -1,053 | -24.5% | -$13.99万 | 减仓 |
| FICO | FAIR ISAAC CORP COM | $41.95万 | 0.03% | 393 | -23 | -5.5% | -$2.46万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $35.46万 | 0.02% | 2,994 | -416 | -12.2% | -$4.93万 | 减仓 |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | $30.83万 | 0.02% | 12,857 | -147 | -1.1% | -$3,525 | 减仓 |
| WMT | WALMART INC COM | $30.45万 | 0.02% | 2,450 | -291 | -10.6% | -$3.62万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $30.37万 | 0.02% | 2,561 | 69 | 2.8% | $8,182 | 加仓 |
| INTC | INTEL CORP COM | $29.57万 | 0.02% | 6,700 | -350 | -5.0% | -$1.54万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $27.83万 | 0.02% | 1,898 | -99 | -5.0% | -$1.45万 | 减仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $25.79万 | 0.02% | 11,782 | 7,251 | 160.0% | $15.87万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $21.61万 | 0.01% | 4,377 | 43 | 1.0% | $2,123 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $18.38万 | 0.01% | 1,687 | 85 | 5.3% | $9,263 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $15.58万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $13.95万 | 0.01% | 1,831 | -18,699 | -91.1% | -$142.41万 | 减仓 |
| C | CITIGROUP INC COM NEW | $13.36万 | 0.01% | 1,178 | 1,178 | — | $13.36万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $13.09万 | 0.01% | 262 | -88 | -25.1% | -$4.40万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $12.80万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $11.96万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $11.89万 | 0.01% | 1,197 | -1 | -0.1% | -$99 | 减仓 |
| SRE | SEMPRA COM | $10.53万 | 0.01% | 1,084 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $9.26万 | 0.01% | 902 | 260 | 40.5% | $2.67万 | 加仓 |
| LOW | LOWES COS INC COM | $9.21万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $9.11万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $9.08万 | 0.01% | 211 | -331 | -61.1% | -$14.24万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $8.74万 | 0.01% | 868 | 868 | — | $8.74万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $8.68万 | 0.01% | 525 | -136 | -20.6% | -$2.25万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $8.62万 | 0.01% | 1,171 | -81 | -6.5% | -$5,965 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $8.58万 | 0.01% | 806 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $8.32万 | 0.01% | 1,508 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $8.07万 | 0.01% | 1,317 | -146,859 | -99.1% | -$899.65万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $8.07万 | 0.01% | 680 | 380 | 126.7% | $4.51万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $8.01万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $7.92万 | 0.01% | 670 | 400 | 148.1% | $4.73万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $7.82万 | 0.01% | 705 | 129 | 22.4% | $1.43万 | 加仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $7.80万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $7.43万 | 0.00% | 1,471 | -147 | -9.1% | -$7,422 | 减仓 |