CVA Family Office, LLC
DENVER CO · SEC CIK 0001802084
$9.50亿2026Q1 申报市值
1,838持仓数
37.7%前十大占比 · 第一大 7.0%
541 / 39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
DFAU 加仓+$818.74万
FNDF 加仓+$763.70万
AVDE 加仓+$616.27万
AVUS 加仓+$552.41万
FNDE 加仓+$518.30万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$466.92万
SCHD 减仓-$255.86万
JEPI 减仓-$125.14万
VHT 减仓-$66.20万
PAVE 减仓-$39.78万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $24.90万 | 0.03% | 584 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $25.15万 | 0.03% | 3,502 | -1,800 | -33.9% | -$12.93万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $25.37万 | 0.03% | 232 | 12 | 5.5% | $1.31万 | 加仓 |
| USB | US BANCORP | $25.41万 | 0.03% | 4,885 | 482 | 10.9% | $2.51万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $25.51万 | 0.03% | 6,042 | 31 | 0.5% | $1,309 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $25.58万 | 0.03% | 2,156 | 495 | 29.8% | $5.87万 | 加仓 |
| CME | CME GROUP INC | $25.58万 | 0.03% | 866 | 120 | 16.1% | $3.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $25.58万 | 0.03% | 891 | 531 | 147.5% | $15.25万 | 加仓 |
| CSX | CSX CORP | $25.59万 | 0.03% | 6,233 | 1,304 | 26.5% | $5.35万 | 加仓 |
| INTC | INTEL CORP | $25.60万 | 0.03% | 5,800 | 1,976 | 51.7% | $8.72万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.70万 | 0.03% | 2,594 | 370 | 16.6% | $3.67万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $25.87万 | 0.03% | 3,596 | -253 | -6.6% | -$1.82万 | 减仓 |
| PGR | PROGRESSIVE CORP | $26.01万 | 0.03% | 1,312 | 250 | 23.5% | $4.96万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $26.19万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $26.32万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $26.55万 | 0.03% | 3,958 | 178 | 4.7% | $1.19万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $26.93万 | 0.03% | 2,688 | 7 | 0.3% | $701 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $26.96万 | 0.03% | 8,516 | 8 | 0.1% | $253 | 加仓 |
| CTAS | CINTAS CORP | $27.05万 | 0.03% | 1,599 | 205 | 14.7% | $3.47万 | 加仓 |
| MCO | MOODYS CORP | $27.31万 | 0.03% | 626 | 91 | 17.0% | $3.97万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $27.35万 | 0.03% | 1,314 | 112 | 9.3% | $2.33万 | 加仓 |
| HACK | AMPLIFY ETF TR | $27.41万 | 0.03% | 3,651 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $27.44万 | 0.03% | 3,220 | 27 | 0.8% | $2,301 | 加仓 |
| KEY | KEYCORP | $27.74万 | 0.03% | 13,833 | 1,033 | 8.1% | $2.07万 | 加仓 |
| VLO | VALERO ENERGY CORP | $27.80万 | 0.03% | 1,125 | 244 | 27.7% | $6.03万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $27.82万 | 0.03% | 3,827 | 96 | 2.6% | $6,978 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $28.14万 | 0.03% | 2,860 | 297 | 11.6% | $2.92万 | 加仓 |
| UL | UNILEVER PLC | $28.43万 | 0.03% | 4,991 | -283 | -5.4% | -$1.61万 | 减仓 |
| TMUS | T-MOBILE US INC | $28.55万 | 0.03% | 1,359 | 306 | 29.1% | $6.43万 | 加仓 |
| GIS | GENERAL MILLS INC | $28.69万 | 0.03% | 7,708 | -254 | -3.2% | -$9,454 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $29.16万 | 0.03% | 2,194 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $29.27万 | 0.03% | 3,033 | 648 | 27.2% | $6.25万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $29.57万 | 0.03% | 2,028 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $29.59万 | 0.03% | 1,094 | 183 | 20.1% | $4.95万 | 加仓 |
| MCK | MCKESSON CORP | $29.60万 | 0.03% | 342 | 75 | 28.1% | $6.49万 | 加仓 |
| ROST | ROSS STORES INC | $29.79万 | 0.03% | 1,375 | 300 | 27.9% | $6.50万 | 加仓 |
| RIO | RIO TINTO PLC | $29.85万 | 0.03% | 3,200 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $29.86万 | 0.03% | 2,278 | 244 | 12.0% | $3.20万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.96万 | 0.03% | 650 | 76 | 13.2% | $3.50万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $30.24万 | 0.03% | 639 | 77 | 13.7% | $3.64万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $30.31万 | 0.03% | 6,523 | 2,020 | 44.9% | $9.38万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $30.73万 | 0.03% | 1,954 | 330 | 20.3% | $5.19万 | 加仓 |
| IBDZ | ISHARES TR | $31.14万 | 0.03% | 11,949 | 9,385 | 366.0% | $24.46万 | 加仓 |
| TFC | TRUIST FINL CORP | $31.20万 | 0.03% | 6,788 | 383 | 6.0% | $1.76万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $31.28万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $31.45万 | 0.03% | 10,953 | -5,878 | -34.9% | -$16.88万 | 减仓 |
| AEE | AMEREN CORP | $31.99万 | 0.03% | 2,910 | 237 | 8.9% | $2.61万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $32.09万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $32.24万 | 0.03% | 2,958 | -90 | -3.0% | -$9,810 | 减仓 |
| VPU | VANGUARD WORLD FD | $32.59万 | 0.03% | 1,645 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $32.86万 | 0.03% | 1,232 | 209 | 20.4% | $5.58万 | 加仓 |
| ALV | AUTOLIV INC | $32.98万 | 0.03% | 3,136 | 119 | 3.9% | $1.25万 | 加仓 |
| EMR | EMERSON ELEC CO | $33.42万 | 0.04% | 2,551 | 161 | 6.7% | $2.11万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $33.53万 | 0.04% | 1,136 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $33.60万 | 0.04% | 4,069 | -1,556 | -27.7% | -$12.85万 | 减仓 |
| EEM | ISHARES TR | $33.65万 | 0.04% | 5,926 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.68万 | 0.04% | 8,901 | -1,995 | -18.3% | -$7.55万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $33.75万 | 0.04% | 3,617 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $33.81万 | 0.04% | 3,716 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $33.98万 | 0.04% | 5,111 | 825 | 19.2% | $5.48万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $34.00万 | 0.04% | 2,512 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE TR | $34.30万 | 0.04% | 7,895 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $35.09万 | 0.04% | 825 | 46 | 5.9% | $1.96万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $35.36万 | 0.04% | 6,135 | 574 | 10.3% | $3.31万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $35.54万 | 0.04% | 14,429 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $35.92万 | 0.04% | 3,726 | 206 | 5.9% | $1.99万 | 加仓 |
| CRM | SALESFORCE INC | $36.37万 | 0.04% | 1,948 | 396 | 25.5% | $7.39万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $36.63万 | 0.04% | 2,797 | 358 | 14.7% | $4.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.31万 | 0.04% | 1,379 | -224 | -14.0% | -$6.06万 | 减仓 |
| — | HONEYWELL INTL INC | $37.36万 | 0.04% | 1,653 | 414 | 33.4% | $9.36万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $37.83万 | 0.04% | 3,081 | 226 | 7.9% | $2.77万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $37.98万 | 0.04% | 6,488 | 13 | 0.2% | $761 | 加仓 |
| BLK | BLACKROCK INC | $38.28万 | 0.04% | 398 | 68 | 20.6% | $6.54万 | 加仓 |
| TGT | TARGET CORP | $38.34万 | 0.04% | 3,163 | 434 | 15.9% | $5.26万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $38.62万 | 0.04% | 10,870 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $39.20万 | 0.04% | 2,423 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $39.42万 | 0.04% | 946 | 115 | 13.8% | $4.79万 | 加仓 |
| SBUX | STARBUCKS CORP | $39.47万 | 0.04% | 4,406 | 183 | 4.3% | $1.64万 | 加仓 |
| LOW | LOWES COS INC | $39.79万 | 0.04% | 1,684 | -28 | -1.6% | -$6,616 | 减仓 |
| AZO | AUTOZONE INC | $39.86万 | 0.04% | 118 | 3 | 2.6% | $1.01万 | 加仓 |
| CB | CHUBB LTD SWITZ | $40.45万 | 0.04% | 1,241 | 200 | 19.2% | $6.52万 | 加仓 |
| IQLT | ISHARES TR | $40.64万 | 0.04% | 8,790 | 1,078 | 14.0% | $4.98万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $40.90万 | 0.04% | 2,790 | 80 | 3.0% | $1.17万 | 加仓 |
| NOW | SERVICENOW INC | $40.98万 | 0.04% | 3,920 | 975 | 33.1% | $10.19万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $41.72万 | 0.04% | 466 | 24 | 5.4% | $2.15万 | 加仓 |
| IBDS | ISHARES TR | $42.59万 | 0.04% | 17,570 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $43.01万 | 0.05% | 764 | 103 | 15.6% | $5.80万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $43.20万 | 0.05% | 3,100 | 706 | 29.5% | $9.84万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $43.32万 | 0.05% | 1,432 | 103 | 7.8% | $3.12万 | 加仓 |
| PFE | PFIZER INC | $43.90万 | 0.05% | 15,633 | 3,158 | 25.3% | $8.87万 | 加仓 |
| APH | AMPHENOL CORP | $44.01万 | 0.05% | 3,483 | 753 | 27.6% | $9.51万 | 加仓 |
| GSK | GSK PLC | $44.15万 | 0.05% | 8,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $44.35万 | 0.05% | 2,431 | 205 | 9.2% | $3.74万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $45.85万 | 0.05% | 6,226 | -55 | -0.9% | -$4,050 | 减仓 |
| DHI | D R HORTON INC | $45.86万 | 0.05% | 3,342 | 54 | 1.6% | $7,410 | 加仓 |
| SYK | STRYKER CORPORATION | $47.05万 | 0.05% | 1,432 | 123 | 9.4% | $4.04万 | 加仓 |
| IYW | ISHARES TR | $47.80万 | 0.05% | 2,635 | 711 | 37.0% | $12.90万 | 加仓 |
| QCOM | QUALCOMM INC | $48.10万 | 0.05% | 3,735 | 176 | 4.9% | $2.27万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.87万 | 0.05% | 9,042 | 2,050 | 29.3% | $11.08万 | 加仓 |
| EZM | WISDOMTREE TR | $49.14万 | 0.05% | 7,311 | 1 | 0.0% | $67 | 加仓 |