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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC SPONSORED ADR | $7.90万 | 0.00% | 1,508 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $7.89万 | 0.00% | 4,691 | 71 | 1.5% | $1,194 | 加仓 |
| CSX | CSX CORP COM | $7.84万 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $7.77万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $7.77万 | 0.00% | 725 | 20 | 2.8% | $2,143 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $7.66万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $7.60万 | 0.00% | 1,000 | 1,000 | — | $7.60万 | 新建仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $7.41万 | 0.00% | 1,471 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $7.10万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $7.09万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $6.98万 | 0.00% | 951 | -220 | -18.8% | -$1.62万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.85万 | 0.00% | 1,360 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $6.75万 | 0.00% | 1,287 | 142 | 12.4% | $7,442 | 加仓 |
| ALL | ALLSTATE CORP COM | $6.73万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| NMM | NAVIOS MARITIME PARTNERS LP COM UNIT LPI | $6.52万 | 0.00% | 930 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $6.16万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $6.13万 | 0.00% | 2,012 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5.80万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $5.40万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $5.17万 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $4.81万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $4.61万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN MUNICIPAL INCOME ETF | $4.39万 | 0.00% | 5,541 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC CL A | $4.33万 | 0.00% | 364 | -45,305 | -99.2% | -$538.91万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $4.16万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $4.09万 | 0.00% | 425 | -300 | -41.4% | -$2.89万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $4.07万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.99万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| LRGG | NOMURA FOCUSED LARGE GROWTH ETF | $3.98万 | 0.00% | 1,449 | -28,652 | -95.2% | -$78.76万 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $3.88万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| — | CALAMOS DYNAMIC CONV & INCOME COM | $3.87万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| CMBT | CMB.TECH NV SHS | $3.62万 | 0.00% | 2,565 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $3.52万 | 0.00% | 663 | -654 | -49.7% | -$3.47万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $3.52万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $3.40万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $3.24万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3.23万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $3.22万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $3.08万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $3.06万 | 0.00% | 317 | 312 | 6,240.0% | $3.01万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $3.03万 | 0.00% | 307 | 307 | — | $3.03万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $2.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $2.90万 | 0.00% | 945 | 945 | — | $2.90万 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2.80万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC COM | $2.78万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $2.72万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $2.71万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $2.57万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO COM | $2.56万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $2.48万 | 0.00% | 83 | 83 | — | $2.48万 | 新建仓 |
| BIDU | BAIDU INC SPON ADR REP A | $2.40万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $2.39万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2.36万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $2.35万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $2.30万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.16万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $2.15万 | 0.00% | 89 | 1 | 1.1% | $242 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $2.05万 | 0.00% | 452 | 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 |
| JD | JD.COM INC SPON ADS CL A | $1.78万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1.73万 | 0.00% | 963 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $1.67万 | 0.00% | 200 | 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 |
| PB | PROSPERITY BANCSHARES INC COM | $1.58万 | 0.00% | 216 | 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 |
| ITW | ILLINOIS TOOL WKS INC COM | $1.43万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | $1.42万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $1.40万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $1.40万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.39万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $1.39万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $1.33万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $1.29万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $1.28万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1.25万 | 0.00% | 340 | 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 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $1.20万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $1.16万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1.16万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.03万 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $1.02万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1.02万 | 0.00% | 218 | 12 | 5.8% | $562 | 加仓 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $1.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP COM | $9,805 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $9,391 | 0.00% | 420 | 420 | — | $9,391 | 新建仓 |
| NIO | NIO INC SPON ADS | $9,204 | 0.00% | 1,819 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $9,139 | 0.00% | 181 | 181 | — | $9,139 | 新建仓 |
| BILI | BILIBILI INC SPONS ADS REP Z | $8,515 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $8,048 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC COM CL A | $7,938 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U.S. ENERGY ETF | $7,866 | 0.00% | 139 | -24 | -14.7% | -$1,358 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $7,852 | 0.00% | 78 | -790 | -91.0% | -$7.95万 | 减仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $7,735 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $7,710 | 0.00% | 20 | 20 | — | $7,710 | 新建仓 |
| BLK | BLACKROCK INC COM | $7,692 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $7,435 | 0.00% | 197 | 197 | — | $7,435 | 新建仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $7,228 | 0.00% | 162 | 162 | — | $7,228 | 新建仓 |
| TSLA | TESLA INC COM | $7,150 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $7,121 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $6,264 | 0.00% | 24 | -1,609 | -98.5% | -$41.99万 | 减仓 |