Valeo Financial Advisors, LLC
CARMEL IN · SEC CIK 0001722641
$41.87亿2026Q1 申报市值
755持仓数
49.5%前十大占比 · 第一大 14.3%
60 / 120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
PLD 加仓+$5,137.12万
JCPB 加仓+$1,224.63万
FBND 加仓+$761.46万
VGIT 加仓+$682.97万
XPEV 新建仓+$660.75万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$2,080.34万
HEFA 减仓-$1,686.66万
AAPL 减仓-$1,573.56万
GOOGL 减仓-$1,372.61万
MSFT 减仓-$1,094.47万
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 |
|---|---|---|---|---|---|---|---|---|
| KHC | KRAFT HEINZ CO COM | $51.06万 | 0.01% | 22,703 | 3,371 | 17.4% | $7.58万 | 加仓 |
| NRG | NRG ENERGY INC NEW | $51.09万 | 0.01% | 3,496 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $51.14万 | 0.01% | 29,889 | 4 | 0.0% | $68 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $51.15万 | 0.01% | 4,099 | 2,249 | 121.6% | $28.07万 | 加仓 |
| AMP | AMERIPRISE FINANCIAL INC. | $51.55万 | 0.01% | 1,160 | -823 | -41.5% | -$36.57万 | 减仓 |
| FMBH | FIRST MID BANCSHARES INC COM | $51.62万 | 0.01% | 12,531 | 91 | 0.7% | $3,748 | 加仓 |
| WELL | WELLTOWER INC COM | $52.87万 | 0.01% | 2,674 | -2,091 | -43.9% | -$41.35万 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $53.07万 | 0.01% | 9,617 | -5,315 | -35.6% | -$29.33万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $53.47万 | 0.01% | 24,194 | -124 | -0.5% | -$2,740 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $53.48万 | 0.01% | 14,982 | -869 | -5.5% | -$3.10万 | 减仓 |
| CTVA | CORTEVA INC COM | $53.77万 | 0.01% | 6,427 | -2,221 | -25.7% | -$18.58万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $54.01万 | 0.01% | 5,827 | 599 | 11.5% | $5.55万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED | $54.61万 | 0.01% | 32,181 | -20,102 | -38.4% | -$34.11万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $54.73万 | 0.01% | 9,606 | -3,695 | -27.8% | -$21.05万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $54.75万 | 0.01% | 34,476 | 2,500 | 7.8% | $3.97万 | 加仓 |
| COR | CENCORA INC COM | $54.82万 | 0.01% | 1,745 | -644 | -27.0% | -$20.23万 | 减仓 |
| SDY | SPDR SER TR S&P DIVID ETF | $55.05万 | 0.01% | 3,772 | -707 | -15.8% | -$10.32万 | 减仓 |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | $56.10万 | 0.01% | 25,122 | -1,166 | -4.4% | -$2.60万 | 减仓 |
| OKE | ONEOK INC NEW COM | $56.93万 | 0.01% | 6,298 | -1,175 | -15.7% | -$10.62万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $57.01万 | 0.01% | 3,509 | 25 | 0.7% | $4,062 | 加仓 |
| MELI | MERCADOLIBRE INC | $57.06万 | 0.01% | 330 | -90 | -21.4% | -$15.56万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $57.17万 | 0.01% | 1,783 | -869 | -32.8% | -$27.86万 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $57.39万 | 0.01% | 22,975 | -170 | -0.7% | -$4,247 | 减仓 |
| CAH | CARDINAL HEALTH INC | $57.46万 | 0.01% | 2,719 | -849 | -23.8% | -$17.94万 | 减仓 |
| KR | KROGER CO COM | $57.68万 | 0.01% | 7,968 | -1,710 | -17.7% | -$12.38万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $57.77万 | 0.01% | 528 | -163 | -23.6% | -$17.83万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $57.91万 | 0.01% | 4,616 | -290 | -5.9% | -$3.64万 | 减仓 |
| MET | METLIFE INC COM | $57.94万 | 0.01% | 8,193 | -2,698 | -24.8% | -$19.08万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $58.03万 | 0.01% | 2,255 | -653 | -22.5% | -$16.80万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY | $58.56万 | 0.01% | 1,631 | -1,161 | -41.6% | -$41.68万 | 减仓 |
| AJG | GALLAGHER ARTHUR J &CO | $58.61万 | 0.01% | 2,706 | 1,316 | 94.7% | $28.50万 | 加仓 |
| ZTS | ZOETIS INC COM CL A | $59.11万 | 0.01% | 5,002 | 705 | 16.4% | $8.33万 | 加仓 |
| ALL | ALLSTATE CORP | $59.47万 | 0.01% | 2,868 | -1,290 | -31.0% | -$26.75万 | 减仓 |
| DDOG | DATADOG INC CL A COM | $59.50万 | 0.01% | 5,041 | -268 | -5.0% | -$3.16万 | 减仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $59.96万 | 0.01% | 12,536 | 12,536 | — | $59.96万 | 新建仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $60.14万 | 0.01% | 16,582 | 42 | 0.3% | $1,523 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $60.16万 | 0.01% | 38,444 | -757 | -1.9% | -$1.18万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $60.21万 | 0.01% | 5,075 | -2,565 | -33.6% | -$30.43万 | 减仓 |
| JCI | JOHNSON CTLS INC | $60.34万 | 0.01% | 4,618 | -3,814 | -45.2% | -$49.84万 | 减仓 |
| FAST | FASTENAL CO | $60.95万 | 0.01% | 13,136 | -6,108 | -31.7% | -$28.34万 | 减仓 |
| — | PROSHARES ULTRA 7-10 YEAR TREASURY | $61.33万 | 0.01% | 14,283 | -2,274 | -13.7% | -$9.76万 | 减仓 |
| MDY | S & P MID CAP 400 DEP RCPTS MID CAP | $61.43万 | 0.01% | 1,008 | -81 | -7.4% | -$4.94万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $61.45万 | 0.01% | 3,560 | -4,337 | -54.9% | -$74.86万 | 减仓 |
| IJT | ISHARES S&P SMALLCAP 600 GROWTH ETF | $61.62万 | 0.01% | 4,258 | -102 | -2.3% | -$1.48万 | 减仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $62.00万 | 0.01% | 16,538 | -997 | -5.7% | -$3.74万 | 减仓 |
| ICE | INTERCONTINENTAL EXCH INTL | $62.47万 | 0.01% | 3,972 | -3,285 | -45.3% | -$51.67万 | 减仓 |
| FTAI | FTAI AVIATION LTD SHS | $63.12万 | 0.02% | 2,576 | 31 | 1.2% | $7,596 | 加仓 |
| ACN | ACCENTURE PLC CLASS A | $63.60万 | 0.02% | 3,207 | -749 | -18.9% | -$14.85万 | 减仓 |
| ADBE | ADOBE SYS INC | $63.67万 | 0.02% | 2,620 | -1,202 | -31.4% | -$29.21万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD F | $63.68万 | 0.02% | 9,728 | 281 | 3.0% | $1.84万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $64.05万 | 0.02% | 2,294 | -3,040 | -57.0% | -$84.88万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $64.13万 | 0.02% | 1,787 | -882 | -33.0% | -$31.65万 | 减仓 |
| VOTE | TCW TRANSFORM 500 ETF | $64.48万 | 0.02% | 8,451 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $64.52万 | 0.02% | 3,695 | 1,192 | 47.6% | $20.81万 | 加仓 |
| NVO | NOVO-NORDISK A/S ADR ADR CMN | $64.58万 | 0.02% | 17,572 | -3,433 | -16.3% | -$12.62万 | 减仓 |
| STX | SEAGATE TECHNOLOGY | $64.66万 | 0.02% | 1,651 | -1,393 | -45.8% | -$54.56万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD | $64.75万 | 0.02% | 6,537 | -1,109 | -14.5% | -$10.98万 | 减仓 |
| LEN | LENNAR CORP CL A | $64.81万 | 0.02% | 7,463 | -2,121 | -22.1% | -$18.42万 | 减仓 |
| NEM | NEWMONT CORP COM | $65.62万 | 0.02% | 6,062 | -3,556 | -37.0% | -$38.49万 | 减仓 |
| LPX | LOUISIANA PACIFIC | $66.04万 | 0.02% | 9,078 | -51 | -0.6% | -$3,710 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $66.09万 | 0.02% | 4,406 | -2,178 | -33.1% | -$32.67万 | 减仓 |
| IGV | ISHARES S&P NORTH AMER TECH-SOFTWARE | $66.38万 | 0.02% | 8,293 | 643 | 8.4% | $5.15万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $66.42万 | 0.02% | 7,610 | -3 | -0.0% | -$262 | 减仓 |
| IWS | ISHARES RUSSELL MIDCAP VALUE INDEX | $66.61万 | 0.02% | 4,606 | -37 | -0.8% | -$5,351 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $66.69万 | 0.02% | 8,862 | -4,513 | -33.7% | -$33.96万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $67.22万 | 0.02% | 19,854 | 217 | 1.1% | $7,348 | 加仓 |
| SU | SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR | $67.64万 | 0.02% | 10,231 | 19 | 0.2% | $1,256 | 加仓 |
| TMUS | T-MOBILE US INC COM | $68.10万 | 0.02% | 3,241 | -2,551 | -44.0% | -$53.60万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $68.21万 | 0.02% | 4,398 | -464 | -9.5% | -$7.20万 | 减仓 |
| SLB | SLB LIMITED COM STK | $68.62万 | 0.02% | 13,353 | -6,771 | -33.6% | -$34.80万 | 减仓 |
| VNQ | VANGUARD REIT INDEX ETF | $68.76万 | 0.02% | 7,752 | -9,151 | -54.1% | -$81.17万 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $70.12万 | 0.02% | 3,402 | -905 | -21.0% | -$18.65万 | 减仓 |
| — | BK OF AMERICA CORP 7.25 CNV PFD | $70.30万 | 0.02% | 590 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $70.63万 | 0.02% | 11,099 | -714 | -6.0% | -$4.54万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $70.91万 | 0.02% | 2,499 | 801 | 47.2% | $22.73万 | 加仓 |
| TEL | TE CONNECTIVITY LTD | $71.86万 | 0.02% | 3,438 | -1,201 | -25.9% | -$25.10万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $71.90万 | 0.02% | 25,045 | -3,747 | -13.0% | -$10.76万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $71.98万 | 0.02% | 2,478 | -807 | -24.6% | -$23.44万 | 减仓 |
| IYW | ISHARES DJ US TECHNOLOGY | $72.15万 | 0.02% | 3,977 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $72.75万 | 0.02% | 15,658 | 3,164 | 25.3% | $14.70万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $72.96万 | 0.02% | 65,969 | 21,835 | 49.5% | $24.15万 | 加仓 |
| GM | GENERAL MOTORS CORP | $73.09万 | 0.02% | 9,811 | -4,812 | -32.9% | -$35.85万 | 减仓 |
| GLD | SPDR GOLD ETF 看涨期权 | $73.15万 | 0.02% | 1,700 | 1,300 | 325.0% | $55.94万 | 加仓 |
| URTH | ISHARES MSCI WORLD ETF | $73.23万 | 0.02% | 4,068 | 0 | 0.0% | — | 不变 |
| D | DOMINION RESOURCES INC | $73.33万 | 0.02% | 11,862 | -5,530 | -31.8% | -$34.19万 | 减仓 |
| KLAC | KLA-TENCOR CORP | $73.68万 | 0.02% | 502 | -816 | -61.9% | -$119.76万 | 减仓 |
| CTAS | CINTAS CORP | $73.68万 | 0.02% | 4,356 | -1,245 | -22.2% | -$21.06万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $73.77万 | 0.02% | 11,417 | -1,715 | -13.1% | -$11.08万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $74.30万 | 0.02% | 4,853 | 1,457 | 42.9% | $22.31万 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $74.82万 | 0.02% | 1,025 | -347 | -25.3% | -$25.33万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL CMN | $75.12万 | 0.02% | 11,300 | -2,201 | -16.3% | -$14.63万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE TERM CORP BOND FD ETF | $75.61万 | 0.02% | 9,138 | 2,096 | 29.8% | $17.34万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $75.72万 | 0.02% | 12,080 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $75.97万 | 0.02% | 16,796 | -599 | -3.4% | -$2.71万 | 减仓 |
| RCL | ROYAL CARRIBBEAN CRUISES LTD | $76.72万 | 0.02% | 2,788 | -1,330 | -32.3% | -$36.60万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $77.65万 | 0.02% | 4,048 | -252 | -5.9% | -$4.83万 | 减仓 |
| CI | CIGNA CORP | $77.87万 | 0.02% | 2,919 | -890 | -23.4% | -$23.74万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $78.39万 | 0.02% | 17,053 | -1,863 | -9.8% | -$8.56万 | 减仓 |
| NI | NISOURCE INC COM | $78.57万 | 0.02% | 16,841 | -1,617 | -8.8% | -$7.54万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $78.85万 | 0.02% | 12,565 | -8,074 | -39.1% | -$50.67万 | 减仓 |