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 |
|---|---|---|---|---|---|---|---|---|
| INCY | INCYTE CORP COM | $0 | 0.00% | 0 | -3,029 | -100.0% | -$29.92万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $0 | 0.00% | 0 | -4,576 | -100.0% | -$29.66万 | 清仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $0 | 0.00% | 0 | -3,235 | -100.0% | -$29.59万 | 清仓 |
| INSP | INSPIRE MED SYS INC COM | $0 | 0.00% | 0 | -3,203 | -100.0% | -$29.54万 | 清仓 |
| EFX | EQUIFAX INC COM | $0 | 0.00% | 0 | -1,358 | -100.0% | -$29.47万 | 清仓 |
| EL | ESTEE LAUDER COMPANIES INC | $0 | 0.00% | 0 | -2,806 | -100.0% | -$29.38万 | 清仓 |
| APO | APOLLO GLOBAL MGMT CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOST | TOAST INC CL A | $0 | 0.00% | 0 | -8,024 | -100.0% | -$28.49万 | 清仓 |
| EVR | EVERCORE INC CLASS A | $0 | 0.00% | 0 | -825 | -100.0% | -$28.07万 | 清仓 |
| AME | AMETEK INC COM | $0 | 0.00% | 0 | -1,364 | -100.0% | -$28.01万 | 清仓 |
| TRGP | TARGA RES CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FEZ | SPDR INDEX SHS FDS DJ EURO STOXX 50 ETF | $0 | 0.00% | 0 | -4,300 | -100.0% | -$27.69万 | 清仓 |
| HMC | HONDA MOTOR LTD ADR ECH CNV IN 3 | $0 | 0.00% | 0 | -9,054 | -100.0% | -$26.69万 | 清仓 |
| ICF | ISHARES COHEN & STEERS RLTY | $0 | 0.00% | 0 | -4,411 | -100.0% | -$26.32万 | 清仓 |
| — | AVALONBAY CMNTYS INC COM | $0 | 0.00% | 0 | -1,423 | -100.0% | -$25.80万 | 清仓 |
| — | OCEANPAL INC COM NEW | $0 | 0.00% | 0 | -235,294 | -100.0% | -$25.41万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,395 | -100.0% | -$25.04万 | 清仓 |
| TECH | BIO-TECHNE CORP COM | $0 | 0.00% | 0 | -4,238 | -100.0% | -$24.92万 | 清仓 |
| MEDP | MEDPACE HLDGS INC COM | $0 | 0.00% | 0 | -444 | -100.0% | -$24.92万 | 清仓 |
| MAS | MASCO CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAR | MARRIOTT INTL INC 看涨期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$24.82万 | 清仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -5,473 | -100.0% | -$24.74万 | 清仓 |
| ORI | OLD REPUBLIC INTL CORP | $0 | 0.00% | 0 | -5,399 | -100.0% | -$24.64万 | 清仓 |
| VTRS | VIATRIS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $0 | 0.00% | 0 | -7,646 | -100.0% | -$24.09万 | 清仓 |
| MLI | MUELLER INDUSTRIES INC | $0 | 0.00% | 0 | -2,094 | -100.0% | -$24.04万 | 清仓 |
| APA | APA CORPORATION COM | $0 | 0.00% | 0 | -9,813 | -100.0% | -$24.00万 | 清仓 |
| IR | INGERSOLL RAND INC COM | $0 | 0.00% | 0 | -3,020 | -100.0% | -$23.93万 | 清仓 |
| RMD | RESMED INC COM | $0 | 0.00% | 0 | -993 | -100.0% | -$23.92万 | 清仓 |
| PODD | INSULET CORPORATION | $0 | 0.00% | 0 | -839 | -100.0% | -$23.85万 | 清仓 |
| KVUE | KENVUE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDS | FACTSET RESEARCH SYS INC | $0 | 0.00% | 0 | -812 | -100.0% | -$23.56万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $0 | 0.00% | 0 | -3,087 | -100.0% | -$23.43万 | 清仓 |
| P | PURE STORAGE INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEEV | VEEVA SYS INC CL A COM | $0 | 0.00% | 0 | -1,035 | -100.0% | -$23.10万 | 清仓 |
| PKG | PACKAGING CORP OF AMERICA | $0 | 0.00% | 0 | -1,114 | -100.0% | -$22.97万 | 清仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $0 | 0.00% | 0 | -1,630 | -100.0% | -$22.96万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,248 | -100.0% | -$22.96万 | 清仓 |
| ULTA | ULTA SALON COSMETICS & FRAGRANCE INC COM | $0 | 0.00% | 0 | -371 | -100.0% | -$22.42万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,190 | -100.0% | -$22.25万 | 清仓 |
| FTV | FORTIVE CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GLOBAL X FDS GLOBAL X SOCIAL MEDIA INDEX ETF | $0 | 0.00% | 0 | -3,987 | -100.0% | -$22.01万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC COM | $0 | 0.00% | 0 | -20,988 | -100.0% | -$21.95万 | 清仓 |
| VRSK | VERISK ANALYTICS INCCL A | $0 | 0.00% | 0 | -977 | -100.0% | -$21.86万 | 清仓 |
| DTE | DTE ENERGY CO COM | $0 | 0.00% | 0 | -1,672 | -100.0% | -$21.57万 | 清仓 |
| KE | KIMBALL ELECTRONICS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VMC | VULCAN MATLS CO COM | $0 | 0.00% | 0 | -746 | -100.0% | -$21.26万 | 清仓 |
| — | ELECTRONICS ARTS | $0 | 0.00% | 0 | -1,037 | -100.0% | -$21.19万 | 清仓 |
| GNRC | GENERAC HLDGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IT | GARTNER INC COM | $0 | 0.00% | 0 | -839 | -100.0% | -$21.17万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIIB | BIOGEN IDEC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRTC | IRHYTHM HOLDINGS INC COM | $0 | 0.00% | 0 | -1,180 | -100.0% | -$20.94万 | 清仓 |
| OMC | OMNICOM GROUP INC COM | $0 | 0.00% | 0 | -2,591 | -100.0% | -$20.92万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -5,727 | -100.0% | -$20.90万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC COM | $0 | 0.00% | 0 | -5,446 | -100.0% | -$20.88万 | 清仓 |
| MP | MP MATERIALS CORP COM CL A | $0 | 0.00% | 0 | -4,091 | -100.0% | -$20.67万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGC | VANGUARD MEGA CAP ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FXL | FIRST TR EXCH TRADED FD TECHNOLOGY ALPHADEX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EZU | ISHARES INC MSCI EMUINDEX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMTC | SEMTECH CORP COM | $0 | 0.00% | 0 | -2,729 | -100.0% | -$20.11万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -1,223 | -100.0% | -$20.03万 | 清仓 |
| IYH | ISHARES TR DOW JONES U S HEALTHCARE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMR | NUSCALE PWR CORP CL A COM | $0 | 0.00% | 0 | -13,134 | -100.0% | -$18.61万 | 清仓 |
| FFIV | F5 NETWORKS INC 看涨期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$17.87万 | 清仓 |
| TAK | TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | $0 | 0.00% | 0 | -6,205 | -100.0% | -$16.85万 | 清仓 |
| ALB | ALBEMARLE CORP 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$14.14万 | 清仓 |
| A | AGILENT TECH INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$13.61万 | 清仓 |
| ADI | ANALOG DEVICES INC COM 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$13.56万 | 清仓 |
| MDT | MEDTRONIC PLC SHS 看跌期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$13.45万 | 清仓 |
| FFIV | F5 NETWORKS INC | $0 | 0.00% | 0 | -517 | -100.0% | -$13.20万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. COM 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$12.89万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $0 | 0.00% | 0 | -16,032 | -100.0% | -$12.75万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF 看跌期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$12.31万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$12.31万 | 清仓 |
| C | CITIGROUP INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$11.67万 | 清仓 |
| C | CITIGROUP INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$11.67万 | 清仓 |
| NKE | NIKE INC CLASS B 看涨期权 | $0 | 0.00% | 0 | -1,700 | -100.0% | -$10.83万 | 清仓 |
| LLY | ELI LILLY & CO COM 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$10.75万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW 看涨期权 | $0 | 0.00% | 0 | -3,900 | -100.0% | -$10.59万 | 清仓 |
| NEM | NEWMONT CORP COM 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$9.98万 | 清仓 |
| AEG | AEGON N V ISIN #US0079241032 | $0 | 0.00% | 0 | -11,183 | -100.0% | -$8.62万 | 清仓 |
| ACRS | ACLARIS THERAPEUTICS INC COM | $0 | 0.00% | 0 | -27,540 | -100.0% | -$8.29万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $0 | 0.00% | 0 | -13,050 | -100.0% | -$8.20万 | 清仓 |
| RLJ | RLJ LODGING TR COM | $0 | 0.00% | 0 | -10,561 | -100.0% | -$7.87万 | 清仓 |
| — | SEACOR MARINE HLDGS INC COM | $0 | 0.00% | 0 | -10,000 | -100.0% | -$6.02万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5.75万 | 清仓 |
| BAC | BANK AMERICA CORP COM 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.50万 | 清仓 |
| KEY | KEYCORP COM 看跌期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$5.16万 | 清仓 |
| KEY | KEYCORP COM 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$5.16万 | 清仓 |
| AMAT | APPLIED MATLS INC COM 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5.14万 | 清仓 |
| APLD | APPLIED DIGITAL CORP COM NEW 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$4.90万 | 清仓 |
| SNDK | SANDISK CORP COM 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$4.75万 | 清仓 |
| GM | GENERAL MOTORS CORP 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$4.07万 | 清仓 |
| AZN | ASTRAZENECA PLC- SPONS ADR 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$3.68万 | 清仓 |