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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP CL A | $366.66万 | 0.21% | 20,795 | 2,301 | 12.4% | $40.57万 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $364.93万 | 0.21% | 77,381 | 8,007 | 11.5% | $37.76万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $356.88万 | 0.21% | 23,451 | -1,884 | -7.4% | -$28.67万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $354.82万 | 0.21% | 91,613 | 91,613 | — | $354.82万 | 新建仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $352.60万 | 0.20% | 11,512 | -658 | -5.4% | -$20.15万 | 减仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $350.37万 | 0.20% | 31,409 | -13,636 | -30.3% | -$152.11万 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $341.94万 | 0.20% | 75,169 | 2,578 | 3.6% | $11.73万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $324.37万 | 0.19% | 19,094 | 302 | 1.6% | $5.13万 | 加仓 |
| DOX | AMDOCS LTD SHS | $318.19万 | 0.18% | 62,958 | 16,992 | 37.0% | $85.88万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $317.07万 | 0.18% | 4,234 | -195 | -4.4% | -$14.60万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $311.05万 | 0.18% | 9,290 | 299 | 3.3% | $10.01万 | 加仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $266.22万 | 0.15% | 13,473 | -451 | -3.2% | -$8.91万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $262.60万 | 0.15% | 51,929 | -10,095 | -16.3% | -$51.05万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $244.34万 | 0.14% | 3,272 | 13 | 0.4% | $9,708 | 加仓 |
| V | VISA INC COM CL A | $239.20万 | 0.14% | 6,972 | 314 | 4.7% | $10.77万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $211.80万 | 0.12% | 23,378 | -11,178 | -32.3% | -$101.27万 | 减仓 |
| CPLS | AB CORE PLUS BOND ETF | $210.78万 | 0.12% | 59,962 | -2,300 | -3.7% | -$8.09万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $195.15万 | 0.11% | 20,206 | -415 | -2.0% | -$4.01万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $192.44万 | 0.11% | 4,839 | 166 | 3.6% | $6.60万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $184.43万 | 0.11% | 2,551 | -810 | -24.1% | -$58.56万 | 减仓 |
| KLAC | KLA CORP COM NEW | $182.41万 | 0.11% | 6,046 | -1,904 | -23.9% | -$57.45万 | 减仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $182.20万 | 0.11% | 4,982 | -153 | -3.0% | -$5.60万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $180.31万 | 0.10% | 17,981 | 895 | 5.2% | $8.98万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $179.77万 | 0.10% | 12,670 | -246 | -1.9% | -$3.49万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $174.74万 | 0.10% | 72,118 | -4,674 | -6.1% | -$11.33万 | 减仓 |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $167.02万 | 0.10% | 18,312 | 18,312 | — | $167.02万 | 新建仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $166.91万 | 0.10% | 68,915 | -2,584 | -3.6% | -$6.26万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $163.28万 | 0.09% | 4,788 | 845 | 21.4% | $28.82万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $153.52万 | 0.09% | 12,845 | -43 | -0.3% | -$5,139 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $151.03万 | 0.09% | 2,199 | 52 | 2.4% | $3.57万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $146.89万 | 0.08% | 4,931 | 4,931 | — | $146.89万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $146.38万 | 0.08% | 4,143 | -50 | -1.2% | -$1.77万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $140.80万 | 0.08% | 23,588 | -1,334 | -5.4% | -$7.96万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $135.11万 | 0.08% | 17,096 | -1,303 | -7.1% | -$10.30万 | 减仓 |
| FTNT | FORTINET INC COM | $119.45万 | 0.07% | 7,776 | 163 | 2.1% | $2.50万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $117.06万 | 0.07% | 46,359 | -1,435 | -3.0% | -$3.62万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $105.46万 | 0.06% | 39,558 | 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 |
| INTC | INTEL CORP COM | $93.55万 | 0.05% | 6,700 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $90.82万 | 0.05% | 1,849 | 194 | 11.7% | $9.53万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $89.52万 | 0.05% | 2,709 | -1 | -0.0% | -$330 | 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 |
| 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 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $82.21万 | 0.05% | 30,181 | -409 | -1.3% | -$1.11万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $82.15万 | 0.05% | 6,616 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $77.87万 | 0.04% | 5,140 | 113 | 2.2% | $1.71万 | 加仓 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $77.61万 | 0.04% | 42,431 | -1,415 | -3.2% | -$2.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $74.26万 | 0.04% | 2,924 | -201 | -6.4% | -$5.10万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $69.75万 | 0.04% | 7,574 | 335 | 4.6% | $3.09万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $68.42万 | 0.04% | 1,987 | 123 | 6.6% | $4.24万 | 加仓 |
| MSCI | MSCI INC COM | $67.26万 | 0.04% | 1,201 | 72 | 6.4% | $4.03万 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $67.13万 | 0.04% | 504 | 45 | 9.8% | $5.99万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $65.72万 | 0.04% | 2,333 | 130 | 5.9% | $3.66万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $64.95万 | 0.04% | 882 | -262 | -22.9% | -$19.29万 | 减仓 |
| NFLX | NETFLIX INC. COM | $64.75万 | 0.04% | 9,069 | 659 | 7.8% | $4.71万 | 加仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $62.15万 | 0.04% | 24,268 | -2,804 | -10.4% | -$7.18万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $61.84万 | 0.04% | 1,586 | 49 | 3.2% | $1.91万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $61.33万 | 0.04% | 3,219 | -20 | -0.6% | -$3,810 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $61.14万 | 0.04% | 6,869 | 33 | 0.5% | $2,937 | 加仓 |
| SNPS | SYNOPSYS INC COM | $58.39万 | 0.03% | 1,309 | 104 | 8.6% | $4.64万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $56.82万 | 0.03% | 6,875 | 276 | 4.2% | $2.28万 | 加仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $56.04万 | 0.03% | 22,389 | -1,086 | -4.6% | -$2.72万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $55.78万 | 0.03% | 4,715 | 176 | 3.9% | $2.08万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $54.66万 | 0.03% | 9,391 | -584 | -5.9% | -$3.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $45.29万 | 0.03% | 905 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $39.90万 | 0.02% | 4,019 | -2,192 | -35.3% | -$21.76万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $39.43万 | 0.02% | 2,885 | -109 | -3.6% | -$1.49万 | 减仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $34.32万 | 0.02% | 15,742 | 3,960 | 33.6% | $8.63万 | 加仓 |
| CI | THE CIGNA GROUP COM | $33.83万 | 0.02% | 1,227 | -66,553 | -98.2% | -$1,834.80万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $28.45万 | 0.02% | 2,422 | -139 | -5.4% | -$1.63万 | 减仓 |
| WMT | WALMART INC COM | $28.43万 | 0.02% | 2,510 | 60 | 2.4% | $6,796 | 加仓 |
| VLY | VALLEY NATL BANCORP COM | $28.11万 | 0.02% | 19,191 | -37,040 | -65.9% | -$54.26万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $27.68万 | 0.02% | 1,301 | -74,158 | -98.3% | -$1,577.86万 | 减仓 |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | $26.51万 | 0.02% | 10,904 | -1,953 | -15.2% | -$4.75万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $25.48万 | 0.01% | 1,606 | -292 | -15.4% | -$4.63万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $24.43万 | 0.01% | 1,546 | 1,239 | 403.6% | $19.58万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $23.47万 | 0.01% | 4,377 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $22.51万 | 0.01% | 195 | -5 | -2.5% | -$5,771 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $22.49万 | 0.01% | 5,764 | 5,764 | — | $22.49万 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $19.79万 | 0.01% | 1,687 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $19.62万 | 0.01% | 3,254 | 3,254 | — | $19.62万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $16.49万 | 0.01% | 1,178 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $16.49万 | 0.01% | 925 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $16.10万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $15.14万 | 0.01% | 1,758 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $14.43万 | 0.01% | 2,000 | 2,000 | — | $14.43万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $13.46万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $13.45万 | 0.01% | 1,359 | 162 | 13.5% | $1.60万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $13.20万 | 0.01% | 1,490 | -341 | -18.6% | -$3.02万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $11.52万 | 0.01% | 2,000 | 2,000 | — | $11.52万 | 新建仓 |
| SRE | SEMPRA COM | $10.05万 | 0.01% | 1,084 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $9.83万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $9.50万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $9.17万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $9.09万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $8.91万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $8.60万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $8.59万 | 0.00% | 1,508 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $8.45万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $8.18万 | 0.00% | 902 | 0 | 0.0% | — | 不变 |