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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY GROUP LTD 看跌期权 | $8.94万 | 0.00% | 300 | 300 | — | $8.94万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM 看涨期权 | $7.76万 | 0.00% | 12,000 | 12,000 | — | $7.76万 | 新建仓 |
| LPL | LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS | $7.76万 | 0.00% | 19,945 | 9,470 | 90.4% | $3.68万 | 加仓 |
| NRGV | ENERGY VAULT HOLDINGS INC COM | $7.38万 | 0.00% | 15,663 | 0 | 0.0% | — | 不变 |
| — | GLIMPSE GROUP INC COM | $7.01万 | 0.00% | 91,024 | 91,024 | — | $7.01万 | 新建仓 |
| ADT | ADT CORP | $6.79万 | 0.00% | 10,442 | 10,442 | — | $6.79万 | 新建仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $6.72万 | 0.00% | 29,855 | 18,956 | 173.9% | $4.27万 | 重新持有 |
| — | HADRON ENERGY INC COMMON STOCK | $6.09万 | 0.00% | 30,000 | 30,000 | — | $6.09万 | 新建仓 |
| BAC | BANK OF AMER CORP COM 看跌期权 | $5.70万 | 0.00% | 1,000 | 1,000 | — | $5.70万 | 新建仓 |
| AMZN | AMAZON.COM INC 看涨期权 | $5.64万 | 0.00% | 700 | 100 | 16.7% | $8,060 | 加仓 |
| MSFT | MICROSOFT 看涨期权 | $5.55万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM 看涨期权 | $5.20万 | 0.00% | 700 | 700 | — | $5.20万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC CL B | $4.43万 | 0.00% | 21,000 | 21,000 | — | $4.43万 | 新建仓 |
| COIN | COINBASE GLOBAL INC COM CL A 看涨期权 | $4.39万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | DEFINITIVE HEALTHCARE CORP CLASS A COM | $4.29万 | 0.00% | 51,582 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $4.18万 | 0.00% | 15,418 | 10,187 | 194.7% | $2.76万 | 加仓 |
| ABEV | AMBEV SA SPONSORED ADR | $4.11万 | 0.00% | 13,083 | 2,631 | 25.2% | $8,261 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $4.06万 | 0.00% | 12,146 | -250 | -2.0% | -$835 | 减仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $3.43万 | 0.00% | 5,302 | 5,302 | — | $3.43万 | 新建仓 |
| EDIT | EDITAS MEDICINE INC COM | $3.25万 | 0.00% | 10,042 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP 看涨期权 | $3.17万 | 0.00% | 600 | 400 | 200.0% | $2.12万 | 加仓 |
| — | SIDUS SPACE INC CL A COM NEW | $3.15万 | 0.00% | 11,220 | 11,220 | — | $3.15万 | 新建仓 |
| CRON | CRONOS GROUP INC COM | $3.09万 | 0.00% | 11,125 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM 看涨期权 | $1.99万 | 0.00% | 200 | 200 | — | $1.99万 | 新建仓 |
| — | MICROVISION INC DEL COM NEW | $1.97万 | 0.00% | 60,289 | -950 | -1.6% | -$311 | 减仓 |
| MSTR | STRATEGY INC CL A NEW 看涨期权 | $1.82万 | 0.00% | 400 | -1,200 | -75.0% | -$5.45万 | 减仓 |
| GEVO | GEVO INC | $1.79万 | 0.00% | 11,962 | 1,962 | 19.6% | $2,943 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK 看涨期权 | $1.71万 | 0.00% | 100 | 100 | — | $1.71万 | 新建仓 |
| — | HADRON ENERGY INC WT EXP 052231 | $1.62万 | 0.00% | 100,000 | 100,000 | — | $1.62万 | 新建仓 |
| — | HUMACYTE INC COM | $1.55万 | 0.00% | 19,900 | 5,000 | 33.6% | $3,902 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $1.33万 | 0.00% | 400 | -300 | -42.9% | -$9,987 | 减仓 |
| NVO | NOVO-NORDISK A/S ADR ADR CMN 看涨期权 | $9,588 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | LONGEVERON INC CL A NEW | $7,640 | 0.00% | 10,867 | 10,867 | — | $7,640 | 新建仓 |
| NFLX | NETFLIX COM INC 看涨期权 | $7,140 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ TR 看跌期权 | $5,442 | 0.00% | 200 | 200 | — | $5,442 | 新建仓 |
| META | META PLATFORMS INC CL A 看涨期权 | $1,129 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM 看涨期权 | $698 | 0.00% | 200 | -500 | -71.4% | -$1,745 | 减仓 |
| TSLA | TESLA MOTORS INC 看涨期权 | $143 | 0.00% | 100 | 100 | — | $143 | 新建仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -101,468 | -100.0% | -$1,721.58万 | 清仓 |
| SQS | SAPIENT QUALITY SELECT ETF | $0 | 0.00% | 0 | -79,301 | -100.0% | -$193.49万 | 清仓 |
| GLD | SPDR GOLD ETF 看涨期权 | $0 | 0.00% | 0 | -1,700 | -100.0% | -$73.15万 | 清仓 |
| NMFC | NEW MOUNTAIN FIN CORP | $0 | 0.00% | 0 | -59,850 | -100.0% | -$46.44万 | 清仓 |
| ZS | ZSCALER INC COM | $0 | 0.00% | 0 | -2,594 | -100.0% | -$36.39万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,502 | -100.0% | -$35.95万 | 清仓 |
| CCI | CROWN CASTLE INTL CORP | $0 | 0.00% | 0 | -4,010 | -100.0% | -$32.61万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $0 | 0.00% | 0 | -3,290 | -100.0% | -$32.38万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $0 | 0.00% | 0 | -14,960 | -100.0% | -$31.64万 | 清仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $0 | 0.00% | 0 | -5,755 | -100.0% | -$29.03万 | 清仓 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $0 | 0.00% | 0 | -9,453 | -100.0% | -$28.66万 | 清仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $0 | 0.00% | 0 | -245 | -100.0% | -$28.30万 | 清仓 |
| LPLA | LPL FINL HLDGS INC COM | $0 | 0.00% | 0 | -897 | -100.0% | -$26.98万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -7,569 | -100.0% | -$26.63万 | 清仓 |
| HTFL | HEARTFLOW INC COM | $0 | 0.00% | 0 | -10,889 | -100.0% | -$26.49万 | 清仓 |
| TDW | TIDEWATER INC NEW COM | $0 | 0.00% | 0 | -3,166 | -100.0% | -$26.45万 | 清仓 |
| SLV | ISHARES SILVER TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -3,500 | -100.0% | -$23.85万 | 清仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $0 | 0.00% | 0 | -3,357 | -100.0% | -$23.78万 | 清仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $0 | 0.00% | 0 | -4,394 | -100.0% | -$23.44万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -1,611 | -100.0% | -$23.32万 | 清仓 |
| PNR | PENTAIR PLC SHS | $0 | 0.00% | 0 | -2,676 | -100.0% | -$23.31万 | 清仓 |
| FSEC | FIDELITY INVESTMENT GRADE SECURITIZED ETF | $0 | 0.00% | 0 | -5,269 | -100.0% | -$23.10万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC COM | $0 | 0.00% | 0 | -4,704 | -100.0% | -$22.95万 | 清仓 |
| ALC | ALCON AG ORD SHS | $0 | 0.00% | 0 | -2,901 | -100.0% | -$21.86万 | 清仓 |
| ITA | ISHARES TR DOW JONESUS AEROSPACE & DEF | $0 | 0.00% | 0 | -992 | -100.0% | -$21.70万 | 清仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $0 | 0.00% | 0 | -2,463 | -100.0% | -$21.67万 | 清仓 |
| AWK | AMERICAN WATER WORKS CO | $0 | 0.00% | 0 | -1,588 | -100.0% | -$21.61万 | 清仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $0 | 0.00% | 0 | -1,828 | -100.0% | -$21.51万 | 清仓 |
| BE | BLOOM ENERGY CORP COM CL A 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$20.32万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$20.28万 | 清仓 |
| APH | AMPHENOL CORP CL A 看跌期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$20.22万 | 清仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $0 | 0.00% | 0 | -2,395 | -100.0% | -$20.02万 | 清仓 |
| TTD | THE TRADE DESK INC COM CL A | $0 | 0.00% | 0 | -7,797 | -100.0% | -$17.69万 | 清仓 |
| KBDC | KAYNE ANDERSON BDC INC COM SHS | $0 | 0.00% | 0 | -12,090 | -100.0% | -$16.59万 | 清仓 |
| — | ISHARES ETHEREUM TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$15.83万 | 清仓 |
| SPY | SPDR S&P 500 ETF 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$15.52万 | 清仓 |
| GOOGL | GOOGLE INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$11.50万 | 清仓 |
| — | OCEANPAL INC COM | $0 | 0.00% | 0 | -11,764 | -100.0% | -$8.35万 | 清仓 |
| TTD | THE TRADE DESK INC COM CL A 看跌期权 | $0 | 0.00% | 0 | -3,500 | -100.0% | -$7.94万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $0 | 0.00% | 0 | -15,045 | -100.0% | -$7.67万 | 清仓 |
| DC | DAKOTA GOLD CORP COM | $0 | 0.00% | 0 | -12,913 | -100.0% | -$6.52万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$4.39万 | 清仓 |
| — | ISHARES ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -2,548 | -100.0% | -$4.03万 | 清仓 |
| RKLB | ROCKET LAB CORP COM 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$3.21万 | 清仓 |
| — | EVOTEC AG SPONSORED ADS | $0 | 0.00% | 0 | -10,241 | -100.0% | -$2.56万 | 清仓 |
| MPC | MARATHON PETE CORP 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.44万 | 清仓 |
| IAU | ISHARES GOLD TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$1.76万 | 清仓 |
| PLUG | PLUG PWR INC 看涨期权 | $0 | 0.00% | 0 | -7,800 | -100.0% | -$1.76万 | 清仓 |
| — | ODYSSEY MARINE EXPL INC COM NEW 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.67万 | 清仓 |
| GERN | GERON CORP COM | $0 | 0.00% | 0 | -10,375 | -100.0% | -$1.55万 | 清仓 |
| — | AMERICAN BITCOIN CORP. COM CL A | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,244 | 清仓 |
| DIS | DISNEY WALT CO COM 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$4,033 | 清仓 |
| VRT | VERTIV HOLDINGS CO COM CL A 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$2,601 | 清仓 |
| — | ODYSSEY MARINE EXPL INC COM NEW | $0 | 0.00% | 0 | -3,028 | -100.0% | -$2,525 | 清仓 |
| AAPL | APPLE INC 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$2,144 | 清仓 |
| AVGO | BROADCOM INC COM 看跌期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$2,040 | 清仓 |