CVA Family Office, LLC
DENVER CO · SEC CIK 0001802084
$11.04亿2026Q2 申报市值
1,802持仓数
38.0%前十大占比 · 第一大 6.6%
50 / 93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
VTI 加仓+$741.22万
DFAU 加仓+$603.17万
DFAI 加仓+$356.38万
AGG 加仓+$334.93万
DFAE 加仓+$290.67万
2026Q2 卖出最多 按季末市值估算
VHT 减仓-$119.49万
JEPI 减仓-$57.79万
WMT 减仓-$50.77万
SCHX 减仓-$40.83万
KMI 减仓-$38.81万
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 |
|---|---|---|---|---|---|---|---|---|
| FTNT | FORTINET INC | $26.12万 | 0.02% | 1,700 | -413 | -19.5% | -$6.34万 | 减仓 |
| AFL | AFLAC INC | $26.15万 | 0.02% | 2,230 | 14 | 0.6% | $1,642 | 加仓 |
| NTRS | NORTHERN TR CORP | $26.51万 | 0.02% | 1,525 | 17 | 1.1% | $2,955 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $26.59万 | 0.02% | 2,175 | -93 | -4.1% | -$1.14万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $26.60万 | 0.02% | 3,686 | 90 | 2.5% | $6,494 | 加仓 |
| MGA | MAGNA INTL INC | $26.63万 | 0.02% | 4,055 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $26.89万 | 0.02% | 1,242 | 4 | 0.3% | $866 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $27.06万 | 0.02% | 8,530 | 14 | 0.2% | $444 | 加仓 |
| TXN | TEXAS INSTRS INC | $27.78万 | 0.03% | 932 | 220 | 30.9% | $6.56万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $27.83万 | 0.03% | 2,535 | 2,248 | 783.3% | $24.68万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $27.85万 | 0.03% | 877 | -6 | -0.7% | -$1,905 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.92万 | 0.03% | 722 | 18 | 2.6% | $6,961 | 加仓 |
| IWM | ISHARES TR | $28.22万 | 0.03% | 939 | 3 | 0.3% | $902 | 加仓 |
| PGR | PROGRESSIVE CORP | $28.29万 | 0.03% | 1,295 | -17 | -1.3% | -$3,714 | 减仓 |
| LQD | ISHARES TR | $28.57万 | 0.03% | 2,620 | -338 | -11.4% | -$3.69万 | 减仓 |
| VO | VANGUARD INDEX FDS | $28.71万 | 0.03% | 3,564 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $28.78万 | 0.03% | 1,352 | -23 | -1.7% | -$4,896 | 减仓 |
| DDOG | DATADOG INC | $28.80万 | 0.03% | 1,106 | 191 | 20.9% | $4.97万 | 加仓 |
| TTE | TOTALENERGIES SE | $28.90万 | 0.03% | 3,716 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $28.96万 | 0.03% | 3,159 | -61 | -1.9% | -$5,592 | 减仓 |
| IWF | ISHARES TR | $29.01万 | 0.03% | 2,336 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $29.33万 | 0.03% | 3,839 | 12 | 0.3% | $917 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $29.38万 | 0.03% | 3,222 | 62 | 2.0% | $5,654 | 加仓 |
| MCO | MOODYS CORP | $29.39万 | 0.03% | 649 | 23 | 3.7% | $1.04万 | 加仓 |
| VLO | VALERO ENERGY CORP | $29.43万 | 0.03% | 1,130 | 5 | 0.4% | $1,302 | 加仓 |
| SO | SOUTHERN CO | $29.53万 | 0.03% | 3,085 | 52 | 1.7% | $4,977 | 加仓 |
| UL | UNILEVER PLC | $29.77万 | 0.03% | 4,951 | -40 | -0.8% | -$2,405 | 减仓 |
| SPGI | S&P GLOBAL INC | $29.77万 | 0.03% | 731 | -94 | -11.4% | -$3.83万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $29.99万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $30.28万 | 0.03% | 6,372 | 139 | 2.2% | $6,606 | 加仓 |
| RIO | RIO TINTO PLC | $30.38万 | 0.03% | 3,200 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $30.80万 | 0.03% | 2,130 | -26 | -1.2% | -$3,760 | 减仓 |
| IBDZ | ISHARES TR | $31.13万 | 0.03% | 11,949 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $31.22万 | 0.03% | 2,282 | 4 | 0.2% | $547 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $31.29万 | 0.03% | 2,028 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $31.51万 | 0.03% | 1,143 | -89 | -7.2% | -$2.45万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $31.61万 | 0.03% | 2,502 | -598 | -19.3% | -$7.56万 | 减仓 |
| VPU | VANGUARD WORLD FD | $32.20万 | 0.03% | 1,645 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $32.21万 | 0.03% | 233 | 1 | 0.4% | $1,382 | 加仓 |
| KEY | KEYCORP | $32.30万 | 0.03% | 14,012 | 179 | 1.3% | $4,126 | 加仓 |
| AEE | AMEREN CORP | $32.31万 | 0.03% | 2,858 | -52 | -1.8% | -$5,878 | 减仓 |
| LOW | LOWES COS INC | $32.41万 | 0.03% | 1,470 | -214 | -12.7% | -$4.72万 | 减仓 |
| USB | US BANCORP | $32.43万 | 0.03% | 5,370 | 485 | 9.9% | $2.93万 | 加仓 |
| PWR | QUANTA SVCS INC | $32.47万 | 0.03% | 451 | -1 | -0.2% | -$720 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $32.72万 | 0.03% | 2,695 | 7 | 0.3% | $850 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.74万 | 0.03% | 8,906 | 5 | 0.1% | $184 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $32.91万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $33.11万 | 0.03% | 3,080 | 220 | 7.7% | $2.37万 | 加仓 |
| NOW | SERVICENOW INC | $33.37万 | 0.03% | 3,361 | -559 | -14.3% | -$5.55万 | 减仓 |
| APP | APPLOVIN CORP | $33.59万 | 0.03% | 652 | 351 | 116.6% | $18.08万 | 加仓 |
| AGGY | WISDOMTREE TR | $34.33万 | 0.03% | 7,895 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $34.69万 | 0.03% | 3,986 | 28 | 0.7% | $2,437 | 加仓 |
| BLK | BLACKROCK INC | $34.81万 | 0.03% | 362 | -36 | -9.0% | -$3.46万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $35.13万 | 0.03% | 1,054 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $35.18万 | 0.03% | 14,609 | -1,024 | -6.6% | -$2.47万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $35.54万 | 0.03% | 1,443 | 129 | 9.8% | $3.18万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $35.78万 | 0.03% | 2,255 | -535 | -19.2% | -$8.49万 | 减仓 |
| EMR | EMERSON ELEC CO | $36.34万 | 0.03% | 2,539 | -12 | -0.5% | -$1,718 | 减仓 |
| ALV | AUTOLIV INC | $36.71万 | 0.03% | 3,160 | 24 | 0.8% | $2,788 | 加仓 |
| AZO | AUTOZONE INC | $36.75万 | 0.03% | 115 | -3 | -2.5% | -$9,588 | 减仓 |
| SHY | ISHARES TR | $36.79万 | 0.03% | 4,481 | 412 | 10.1% | $3.38万 | 加仓 |
| CVS | CVS HEALTH CORP | $37.66万 | 0.03% | 3,640 | 138 | 3.9% | $1.43万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $37.93万 | 0.03% | 6,558 | 423 | 6.9% | $2.45万 | 加仓 |
| DIS | DISNEY WALT CO | $37.99万 | 0.03% | 3,947 | 221 | 5.9% | $2.13万 | 加仓 |
| HACK | AMPLIFY ETF TR | $38.31万 | 0.03% | 3,651 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $38.48万 | 0.03% | 1,136 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $39.10万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $39.21万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $39.45万 | 0.04% | 6,999 | 476 | 7.3% | $2.68万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $39.69万 | 0.04% | 1,164 | 436 | 59.9% | $14.87万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $39.78万 | 0.04% | 11,975 | -2,454 | -17.0% | -$8.15万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $40.50万 | 0.04% | 10,870 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $40.54万 | 0.04% | 5,926 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $40.91万 | 0.04% | 2,800 | 3 | 0.1% | $438 | 加仓 |
| CB | CHUBB LIMITED | $41.50万 | 0.04% | 1,218 | -23 | -1.9% | -$7,837 | 减仓 |
| TGT | TARGET CORP | $41.57万 | 0.04% | 3,183 | 20 | 0.6% | $2,612 | 加仓 |
| PEP | PEPSICO INC | $41.59万 | 0.04% | 3,071 | -1,545 | -33.5% | -$20.92万 | 减仓 |
| GSK | GSK PLC | $41.94万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $42.55万 | 0.04% | 17,570 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $42.85万 | 0.04% | 7,362 | 874 | 13.5% | $5.09万 | 加仓 |
| IQLT | ISHARES TR | $43.55万 | 0.04% | 8,790 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $43.76万 | 0.04% | 1,390 | -42 | -2.9% | -$1.32万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $43.92万 | 0.04% | 3,617 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $44.39万 | 0.04% | 2,512 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $45.12万 | 0.04% | 4,415 | 9 | 0.2% | $920 | 加仓 |
| QCOM | QUALCOMM INC | $45.63万 | 0.04% | 2,470 | -1,265 | -33.9% | -$23.37万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $45.92万 | 0.04% | 2,289 | -142 | -5.8% | -$2.85万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $46.51万 | 0.04% | 947 | 1 | 0.1% | $491 | 加仓 |
| DE | DEERE & CO | $47.05万 | 0.04% | 742 | -22 | -2.9% | -$1.40万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $47.34万 | 0.04% | 484 | 18 | 3.9% | $1.76万 | 加仓 |
| DHI | D R HORTON INC | $47.37万 | 0.04% | 2,908 | -434 | -13.0% | -$7.07万 | 减仓 |
| GLW | CORNING INC | $47.54万 | 0.04% | 1,861 | 30 | 1.6% | $7,663 | 加仓 |
| DHR | DANAHER CORP DEL | $48.67万 | 0.04% | 2,555 | -197 | -7.2% | -$3.75万 | 减仓 |
| DAL | DELTA AIR LINES INC | $49.21万 | 0.04% | 5,254 | 143 | 2.8% | $1.34万 | 加仓 |
| MCD | MCDONALDS CORP | $49.41万 | 0.04% | 1,828 | -253 | -12.2% | -$6.84万 | 减仓 |
| STM | STMICROELECTRONICS N V | $49.76万 | 0.05% | 6,645 | -137 | -2.0% | -$1.03万 | 减仓 |
| RY | ROYAL BK CDA | $50.15万 | 0.05% | 2,423 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $51.22万 | 0.05% | 2,689 | 495 | 22.6% | $9.43万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $51.66万 | 0.05% | 5,197 | -97 | -1.8% | -$9,642 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $52.13万 | 0.05% | 10,785 | 0 | 0.0% | — | 不变 |