Valeo Financial Advisors, LLC
CARMEL IN · SEC CIK 0001722641
$47.41亿2026Q2 申报市值
838持仓数
49.8%前十大占比 · 第一大 14.4%
109 / 56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
XOM 新建仓+$1,372.70万
CAT 加仓+$1,180.48万
JCPB 加仓+$973.95万
IEMG 加仓+$887.01万
IVV 加仓+$460.59万
2026Q2 卖出最多 按季末市值估算
VCSH 减仓-$2,439.13万
EXXON MOBIL CORP 清仓-$1,721.58万
VGIT 减仓-$1,373.76万
SPY 减仓-$731.01万
AAPL 减仓-$297.31万
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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $105.70万 | 0.02% | 8,367 | 576 | 7.4% | $7.28万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $105.34万 | 0.02% | 6,319 | -895 | -12.4% | -$14.92万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $103.83万 | 0.02% | 2,097 | 310 | 17.3% | $15.35万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $102.85万 | 0.02% | 6,499 | 3,806 | 141.3% | $60.23万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $102.57万 | 0.02% | 21,119 | 2,264 | 12.0% | $11.00万 | 加仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $102.36万 | 0.02% | 2,574 | -839 | -24.6% | -$33.37万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE INDEX ETF | $101.93万 | 0.02% | 13,315 | 1,446 | 12.2% | $11.07万 | 加仓 |
| IYW | ISHARES DJ US TECHNOLOGY | $101.20万 | 0.02% | 4,012 | 35 | 0.9% | $8,828 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $101.10万 | 0.02% | 6,258 | 6,258 | — | $101.10万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $101.08万 | 0.02% | 5,193 | -153 | -2.9% | -$2.98万 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $100.08万 | 0.02% | 24,840 | 222 | 0.9% | $8,944 | 加仓 |
| RCL | ROYAL CARRIBBEAN CRUISES LTD | $99.94万 | 0.02% | 3,148 | 360 | 12.9% | $11.43万 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $99.90万 | 0.02% | 1,077 | 52 | 5.1% | $4.82万 | 加仓 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $97.89万 | 0.02% | 1,874 | -69 | -3.6% | -$3.60万 | 减仓 |
| NUE | NUCOR CORP COM | $96.45万 | 0.02% | 4,330 | -1,310 | -23.2% | -$29.18万 | 减仓 |
| ZBH | ZIMMER HLDGS INC | $96.22万 | 0.02% | 11,176 | 175 | 1.6% | $1.51万 | 加仓 |
| USD | PROSHARES ULTRA SEMICONDUCTORS | $95.92万 | 0.02% | 9,200 | 0 | 0.0% | — | 不变 |
| GABC | GERMAN AMERICAN BANCORP | $94.34万 | 0.02% | 19,877 | -313 | -1.6% | -$1.49万 | 减仓 |
| DVN | DEVON ENERGY CORP | $92.88万 | 0.02% | 22,472 | 16,570 | 280.8% | $68.48万 | 加仓 |
| CI | CIGNA CORP | $91.35万 | 0.02% | 3,314 | 395 | 13.5% | $10.89万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $91.35万 | 0.02% | 6,317 | 1,242 | 24.5% | $17.96万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $90.32万 | 0.02% | 24,444 | -463 | -1.9% | -$1.71万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $90.09万 | 0.02% | 6,846 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES | $89.42万 | 0.02% | 4,568 | 1 | 0.0% | $196 | 加仓 |
| IJK | ISHARES S&P MIDCAP 400 GROWTH INDEX | $89.23万 | 0.02% | 7,594 | 3,146 | 70.7% | $36.97万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $87.77万 | 0.02% | 4,000 | -48 | -1.2% | -$1.05万 | 减仓 |
| MCK | MCKESSON CORP | $87.59万 | 0.02% | 1,160 | 116 | 11.1% | $8.76万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $86.82万 | 0.02% | 6,346 | -282 | -4.3% | -$3.86万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $84.11万 | 0.02% | 16,883 | -170 | -1.0% | -$8,469 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $83.41万 | 0.02% | 603 | 75 | 14.2% | $10.37万 | 加仓 |
| IWS | ISHARES RUSSELL MIDCAP VALUE INDEX | $82.97万 | 0.02% | 5,038 | 432 | 9.4% | $7.11万 | 加仓 |
| URTH | ISHARES MSCI WORLD ETF | $82.43万 | 0.02% | 4,068 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC | $82.09万 | 0.02% | 25,674 | 170 | 0.7% | $5,436 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $81.75万 | 0.02% | 14,502 | -1,156 | -7.4% | -$6.52万 | 减仓 |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $81.58万 | 0.02% | 20,000 | -5,000 | -20.0% | -$20.39万 | 减仓 |
| ECL | ECOLAB INC COM | $81.52万 | 0.02% | 2,926 | -65 | -2.2% | -$1.81万 | 减仓 |
| D | DOMINION RESOURCES INC | $81.16万 | 0.02% | 11,885 | 23 | 0.2% | $1,571 | 加仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $80.99万 | 0.02% | 8,086 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS INC | $80.36万 | 0.02% | 1,289 | -7 | -0.5% | -$4,364 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $80.18万 | 0.02% | 2,948 | 2,948 | — | $80.18万 | 新建仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $79.47万 | 0.02% | 19,764 | -90 | -0.5% | -$3,619 | 减仓 |
| NI | NISOURCE INC COM | $79.24万 | 0.02% | 16,656 | -185 | -1.1% | -$8,801 | 减仓 |
| LEN | LENNAR CORP CL A | $79.06万 | 0.02% | 8,737 | 1,274 | 17.1% | $11.53万 | 加仓 |
| ICE | INTERCONTINENTAL EXCH INTL | $78.68万 | 0.02% | 6,391 | 2,419 | 60.9% | $29.78万 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $78.67万 | 0.02% | 10,118 | 808 | 8.7% | $6.28万 | 加仓 |
| MET | METLIFE INC COM | $77.11万 | 0.02% | 9,114 | 921 | 11.2% | $7.79万 | 加仓 |
| EBAY | EBAY INC | $76.93万 | 0.02% | 6,885 | 2,031 | 41.8% | $22.69万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $76.80万 | 0.02% | 8,739 | 4,371 | 100.1% | $38.41万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $76.79万 | 0.02% | 2,619 | 141 | 5.7% | $4.13万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $76.46万 | 0.02% | 10,489 | 10,489 | — | $76.46万 | 新建仓 |
| JCI | JOHNSON CTLS INC | $76.12万 | 0.02% | 5,221 | 603 | 13.1% | $8.79万 | 加仓 |
| IJT | ISHARES S&P SMALLCAP 600 GROWTH ETF | $76.06万 | 0.02% | 4,259 | 1 | 0.0% | $179 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $75.17万 | 0.02% | 69,157 | 3,188 | 4.8% | $3.47万 | 加仓 |
| VOTE | TCW TRANSFORM 500 ETF | $74.51万 | 0.02% | 8,451 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED | $73.96万 | 0.02% | 37,187 | 5,006 | 15.6% | $9.96万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE TERM CORP BOND FD ETF | $73.61万 | 0.02% | 8,907 | -231 | -2.5% | -$1.91万 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $73.15万 | 0.02% | 16,940 | 144 | 0.9% | $6,218 | 加仓 |
| SPY | SPDR S&P 500 ETF 看跌期权 | $73.13万 | 0.02% | 1,000 | -700 | -41.2% | -$51.19万 | 减仓 |
| CTAS | CINTAS CORP | $72.62万 | 0.02% | 4,270 | -86 | -2.0% | -$1.46万 | 减仓 |
| LPX | LOUISIANA PACIFIC | $72.56万 | 0.02% | 9,225 | 147 | 1.6% | $1.16万 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $72.43万 | 0.02% | 16,555 | 17 | 0.1% | $744 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $71.92万 | 0.02% | 7,535 | 4,223 | 127.5% | $40.31万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $71.17万 | 0.02% | 40,141 | 1,697 | 4.4% | $3.01万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $70.98万 | 0.01% | 2,317 | 62 | 2.7% | $1.90万 | 加仓 |
| MDY | S & P MID CAP 400 DEP RCPTS MID CAP | $70.64万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $69.97万 | 0.01% | 13,159 | 2,060 | 18.6% | $10.95万 | 加仓 |
| ILMN | ILLUMINA INC | $69.80万 | 0.01% | 3,970 | -132 | -3.2% | -$2.32万 | 减仓 |
| JBL | JABIL CIRCUIT INC | $69.69万 | 0.01% | 1,808 | 275 | 17.9% | $10.60万 | 加仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $69.63万 | 0.01% | 16,614 | 32 | 0.2% | $1,341 | 加仓 |
| ONB | OLD NATL BANCORP IND | $69.20万 | 0.01% | 26,719 | 2,525 | 10.4% | $6.54万 | 加仓 |
| TEL | TE CONNECTIVITY LTD | $69.11万 | 0.01% | 3,428 | -10 | -0.3% | -$2,016 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $69.00万 | 0.01% | 8,282 | 1,549 | 23.0% | $12.90万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $68.84万 | 0.01% | 2,369 | 58 | 2.5% | $1.69万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $68.71万 | 0.01% | 7,685 | 75 | 1.0% | $6,705 | 加仓 |
| FAST | FASTENAL CO | $68.64万 | 0.01% | 14,291 | 1,155 | 8.8% | $5.55万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $68.61万 | 0.01% | 3,648 | -750 | -17.1% | -$14.11万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $68.02万 | 0.01% | 2,863 | 144 | 5.3% | $3.42万 | 加仓 |
| AJG | GALLAGHER ARTHUR J &CO | $67.78万 | 0.01% | 2,952 | 246 | 9.1% | $5.65万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $67.35万 | 0.01% | 4,842 | 436 | 9.9% | $6.06万 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $67.34万 | 0.01% | 6,824 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANCORP | $67.28万 | 0.01% | 24,200 | -395 | -1.6% | -$1.10万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $66.80万 | 0.01% | 22,777 | 4,137 | 22.2% | $12.13万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC COM | $66.77万 | 0.01% | 35,687 | -27 | -0.1% | -$505 | 减仓 |
| STT | STATE STR CORP COM | $66.18万 | 0.01% | 3,902 | 299 | 8.3% | $5.07万 | 加仓 |
| SAN | BANCO SANTANDER CENT HISP | $66.14万 | 0.01% | 47,927 | 5,056 | 11.8% | $6.98万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $65.95万 | 0.01% | 2,874 | -3,085 | -51.8% | -$70.79万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $65.83万 | 0.01% | 36,716 | 2,240 | 6.5% | $4.02万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $64.23万 | 0.01% | 8,618 | -244 | -2.8% | -$1.82万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $63.91万 | 0.01% | 1,856 | 73 | 4.1% | $2.51万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $63.87万 | 0.01% | 8,707 | 819 | 10.4% | $6.01万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $63.68万 | 0.01% | 1,387 | 606 | 77.6% | $27.82万 | 加仓 |
| CME | CHICAGO MERCANTILE HLDGS INC | $63.49万 | 0.01% | 2,875 | -268 | -8.5% | -$5.92万 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $63.29万 | 0.01% | 16,612 | 1,630 | 10.9% | $6.21万 | 加仓 |
| BTI | BRITISH AMERICAN TOBACCO | $63.26万 | 0.01% | 10,242 | 2,052 | 25.1% | $12.67万 | 加仓 |
| PL | PLANET LABS PBC COM CL A | $63.00万 | 0.01% | 19,017 | 1,038 | 5.8% | $3.44万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $62.87万 | 0.01% | 6,541 | 52 | 0.8% | $4,998 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $62.77万 | 0.01% | 2,320 | -256 | -9.9% | -$6.93万 | 减仓 |
| UBS | UBS AG NEW F | $62.69万 | 0.01% | 12,649 | 3,528 | 38.7% | $17.49万 | 加仓 |
| CLX | CLOROX CO DEL COM | $61.90万 | 0.01% | 6,486 | -1,262 | -16.3% | -$12.04万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $61.59万 | 0.01% | 10,245 | 639 | 6.7% | $3.84万 | 加仓 |