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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC CL A | $381.35万 | 0.09% | 9,768 | -1,220 | -11.1% | -$47.63万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $381.38万 | 0.09% | 76,444 | 5,083 | 7.1% | $25.36万 | 加仓 |
| CRM | SALESFORCE COM | $381.94万 | 0.09% | 20,461 | -10,502 | -33.9% | -$196.04万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $391.98万 | 0.09% | 12,969 | -23 | -0.2% | -$6,952 | 减仓 |
| ET | ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP | $394.90万 | 0.09% | 204,610 | 15,565 | 8.2% | $30.04万 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $400.91万 | 0.10% | 16,540 | -1,820 | -9.9% | -$44.11万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $411.88万 | 0.10% | 36,414 | 332 | 0.9% | $3.76万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $414.22万 | 0.10% | 25,855 | -2,655 | -9.3% | -$42.54万 | 减仓 |
| VB | VANGUARD SMALL CAP ETF | $415.43万 | 0.10% | 15,861 | -882 | -5.3% | -$23.10万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $418.85万 | 0.10% | 14,760 | -6,171 | -29.5% | -$175.12万 | 减仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $429.39万 | 0.10% | 12,043 | -422 | -3.4% | -$15.05万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $437.44万 | 0.10% | 16,171 | -5,758 | -26.3% | -$155.76万 | 减仓 |
| FDX | FEDEX CORP | $439.55万 | 0.10% | 12,341 | -1,019 | -7.6% | -$36.29万 | 减仓 |
| PFE | PFIZER INC COM | $446.48万 | 0.11% | 159,003 | -19,208 | -10.8% | -$53.94万 | 减仓 |
| IAU | ISHARES GOLD TRUST ETF | $446.70万 | 0.11% | 50,669 | 11,957 | 30.9% | $105.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $451.43万 | 0.11% | 89,927 | -16,397 | -15.4% | -$82.31万 | 减仓 |
| GEV | GE VERNOVA INC COM | $453.95万 | 0.11% | 5,200 | -1,928 | -27.0% | -$168.31万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $469.92万 | 0.11% | 60,941 | 1,620 | 2.7% | $12.49万 | 加仓 |
| DE | DEERE & CO COM | $477.94万 | 0.11% | 8,485 | -741 | -8.0% | -$41.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $485.14万 | 0.12% | 16,039 | -2,431 | -13.2% | -$73.53万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $486.60万 | 0.12% | 29,435 | 136 | 0.5% | $2.25万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $487.76万 | 0.12% | 197,870 | 184 | 0.1% | $4,536 | 加仓 |
| T | AT&T INC COM | $512.49万 | 0.12% | 176,783 | 6,441 | 3.8% | $18.67万 | 加仓 |
| CMI | CUMMINS INC COM | $518.38万 | 0.12% | 9,635 | -1,511 | -13.6% | -$81.30万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $519.62万 | 0.12% | 31,427 | -10,852 | -25.7% | -$179.43万 | 减仓 |
| HD | HOME DEPOT | $541.35万 | 0.13% | 16,460 | -9,673 | -37.0% | -$318.13万 | 减仓 |
| KO | COCA COLA CO COM | $546.05万 | 0.13% | 71,802 | -28,812 | -28.6% | -$219.11万 | 减仓 |
| CSCO | CISCO SYS INC | $548.07万 | 0.13% | 70,637 | -14,634 | -17.2% | -$113.54万 | 减仓 |
| BA | BOEING CO COM | $556.60万 | 0.13% | 27,966 | -1,457 | -5.0% | -$29.00万 | 减仓 |
| MUB | ISHARES AMT-FREE MUNI BOND ETF | $582.59万 | 0.14% | 54,883 | -895 | -1.6% | -$9.50万 | 减仓 |
| DIS | DISNEY WALT CO COM | $592.33万 | 0.14% | 61,462 | -10,154 | -14.2% | -$97.86万 | 减仓 |
| C | CITIGROUP INC | $622.81万 | 0.15% | 54,916 | -8,560 | -13.5% | -$97.08万 | 减仓 |
| MRK | MERCK & CO INC | $640.17万 | 0.15% | 53,223 | -14,173 | -21.0% | -$170.47万 | 减仓 |
| NFLX | NETFLIX COM INC | $646.56万 | 0.15% | 67,248 | -16,071 | -19.3% | -$154.52万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $655.47万 | 0.16% | 83,330 | -2,888 | -3.3% | -$22.72万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $655.95万 | 0.16% | 47,423 | 507 | 1.1% | $7.01万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $656.82万 | 0.16% | 115,658 | 30 | 0.0% | $1,704 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $658.20万 | 0.16% | 7,780 | -731 | -8.6% | -$61.84万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $658.21万 | 0.16% | 44,997 | -4,149 | -8.4% | -$60.69万 | 减仓 |
| AMGN | AMGEN INC | $659.62万 | 0.16% | 18,747 | -2,285 | -10.9% | -$80.40万 | 减仓 |
| XPEV | XPENG INC ADS | $660.75万 | 0.16% | 386,178 | 386,178 | — | $660.75万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $664.43万 | 0.16% | 21,379 | -5,757 | -21.2% | -$178.92万 | 减仓 |
| AGG | ISHARES AGGREGATE BOND ETF | $668.19万 | 0.16% | 67,311 | 6,508 | 10.7% | $64.60万 | 加仓 |
| PEP | PEPSICO INC COM | $700.96万 | 0.17% | 45,139 | -8,796 | -16.3% | -$136.59万 | 减仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $709.60万 | 0.17% | 53,393 | 1,764 | 3.4% | $23.44万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $743.74万 | 0.18% | 47,990 | 3,130 | 7.0% | $48.51万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $768.52万 | 0.18% | 146,890 | 11,467 | 8.5% | $59.99万 | 加仓 |
| VO | VANGUARD MID CAP | $768.87万 | 0.18% | 32,594 | 1,293 | 4.1% | $30.50万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $806.22万 | 0.19% | 13,340 | -1,604 | -10.7% | -$96.94万 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $834.60万 | 0.20% | 163,712 | 41,799 | 34.3% | $213.09万 | 加仓 |
| VV | VANGUARD LARGE CAP | $855.03万 | 0.20% | 28,611 | 1,087 | 3.9% | $32.48万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $871.42万 | 0.21% | 178,774 | -40,254 | -18.4% | -$196.22万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $888.23万 | 0.21% | 20,335 | -143 | -0.7% | -$6.25万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $917.31万 | 0.22% | 44,332 | -4,682 | -9.6% | -$96.88万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $927.25万 | 0.22% | 9,306 | -1,842 | -16.5% | -$183.54万 | 减仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $928.38万 | 0.22% | 332,688 | 4,327 | 1.3% | $12.07万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $933.58万 | 0.22% | 13 | -1 | -7.1% | -$71.81万 | 减仓 |
| RTX | RTX CORPORATION COM | $941.56万 | 0.22% | 48,811 | -8,108 | -14.2% | -$156.40万 | 减仓 |
| MA | MASTERCARD INC | $974.59万 | 0.23% | 19,507 | -3,791 | -16.3% | -$189.40万 | 减仓 |
| ABBV | ABBVIE INC COM | $989.68万 | 0.24% | 45,507 | -7,727 | -14.5% | -$168.05万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1,005.47万 | 0.24% | 47,057 | 612 | 1.3% | $13.08万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND COM | $1,008.82万 | 0.24% | 235,100 | -9,008 | -3.7% | -$38.65万 | 减仓 |
| ORCL | ORACLE CORPORATION | $1,134.25万 | 0.27% | 77,102 | -13,480 | -14.9% | -$198.30万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1,166.50万 | 0.28% | 34,517 | 1,104 | 3.3% | $37.31万 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1,201.96万 | 0.29% | 248,750 | -1,279 | -0.5% | -$6.18万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $1,210.60万 | 0.29% | 83,813 | -1,580 | -1.9% | -$22.82万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1,330.15万 | 0.32% | 31,195 | -1,732 | -5.3% | -$73.85万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $1,335.75万 | 0.32% | 41,637 | 3,439 | 9.0% | $110.33万 | 加仓 |
| WMT | WALMART INC COM | $1,380.52万 | 0.33% | 111,083 | -34,365 | -23.6% | -$427.08万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,522.76万 | 0.36% | 62,296 | -10,211 | -14.1% | -$249.60万 | 减仓 |
| V | VISA INC | $1,541.53万 | 0.37% | 51,006 | -10,650 | -17.3% | -$321.87万 | 减仓 |
| CAT | CATERPILLAR INC COM | $1,565.32万 | 0.37% | 22,104 | -2,291 | -9.4% | -$162.24万 | 减仓 |
| AVGO | BROADCOM INC COM | $1,577.95万 | 0.38% | 51,026 | -17,025 | -25.0% | -$526.49万 | 减仓 |
| — | EXXON MOBIL CORP COM | $1,721.58万 | 0.41% | 101,468 | -15,725 | -13.4% | -$266.80万 | 减仓 |
| TSLA | TESLA MOTORS INC | $2,000.75万 | 0.48% | 53,821 | -4,416 | -7.6% | -$164.16万 | 减仓 |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | $2,399.45万 | 0.57% | 246,781 | 37,289 | 17.8% | $362.56万 | 加仓 |
| QQQ | POWERSHARES QQQ TR | $2,470.72万 | 0.59% | 42,807 | -9,420 | -18.0% | -$543.70万 | 减仓 |
| META | META PLATFORMS INC CL A | $2,535.43万 | 0.61% | 44,322 | -8,247 | -15.7% | -$471.77万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $2,555.36万 | 0.61% | 103,039 | 1,094 | 1.1% | $27.13万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $3,053.70万 | 0.73% | 616,909 | 85,618 | 16.1% | $423.81万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $3,306.26万 | 0.79% | 115,301 | -8,599 | -6.9% | -$246.58万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $3,483.09万 | 0.83% | 644,421 | -6,928 | -1.1% | -$37.45万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3,586.57万 | 0.86% | 559,702 | 4,591 | 0.8% | $29.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $3,862.18万 | 0.92% | 131,299 | -12,281 | -8.6% | -$361.25万 | 减仓 |
| GOOGL | GOOGLE INC | $5,238.06万 | 1.25% | 182,155 | -47,733 | -20.8% | -$1,372.61万 | 减仓 |
| AMZN | AMAZON.COM INC | $5,289.41万 | 1.26% | 253,986 | -36,296 | -12.5% | -$755.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5,409.53万 | 1.29% | 112,888 | -5,261 | -4.5% | -$252.10万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $5,919.48万 | 1.41% | 609,439 | -54,174 | -8.2% | -$526.19万 | 减仓 |
| MSFT | MICROSOFT | $6,516.33万 | 1.56% | 176,073 | -29,573 | -14.4% | -$1,094.47万 | 减仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $6,878.04万 | 1.64% | 924,881 | 42,052 | 4.8% | $312.73万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $6,895.32万 | 1.65% | 115,393 | 8,770 | 8.2% | $524.05万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE | $7,252.40万 | 1.73% | 1,133,104 | 38,260 | 3.5% | $244.88万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $8,319.45万 | 1.99% | 1,934,021 | 177,017 | 10.1% | $761.46万 | 加仓 |
| NVDA | NVIDIA CORP | $8,398.18万 | 2.01% | 481,597 | -119,298 | -19.9% | -$2,080.34万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $1.09亿 | 2.61% | 1,989,734 | 124,289 | 6.7% | $682.97万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1.14亿 | 2.71% | 591,654 | -8,326 | -1.4% | -$159.79万 | 减仓 |
| LLY | ELI LILLY & CO COM | $1.21亿 | 2.89% | 131,645 | -4,789 | -3.5% | -$440.48万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $1.28亿 | 3.06% | 2,906,052 | 277,744 | 10.6% | $1,224.63万 | 加仓 |
| AAPL | APPLE INC | $1.34亿 | 3.19% | 526,086 | -62,005 | -10.5% | -$1,573.56万 | 减仓 |
| IVV | ISHARES S&P 500 INDEX | $1.57亿 | 3.75% | 320,240 | 4,407 | 1.4% | $216.21万 | 加仓 |