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 |
|---|---|---|---|---|---|---|---|---|
| BBCA | J P MORGAN EXCHANGE TRADED F | $49.80万 | 0.05% | 5,294 | 97 | 1.9% | $9,124 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $50.77万 | 0.05% | 10,477 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $51.41万 | 0.05% | 1,037 | 291 | 39.0% | $14.43万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $51.69万 | 0.05% | 10,785 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $52.18万 | 0.05% | 2,752 | -26 | -0.9% | -$4,930 | 减仓 |
| USMV | ISHARES TR | $55.48万 | 0.06% | 5,982 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $55.96万 | 0.06% | 1,650 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $56.12万 | 0.06% | 1,661 | 454 | 37.6% | $15.34万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $58.14万 | 0.06% | 17,774 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $59.07万 | 0.06% | 2,571 | 265 | 11.5% | $6.09万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $59.20万 | 0.06% | 7,882 | 11 | 0.1% | $826 | 加仓 |
| WFC | WELLS FARGO & CO | $59.68万 | 0.06% | 7,496 | 1,071 | 16.7% | $8.53万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $59.86万 | 0.06% | 9,869 | 1,448 | 17.2% | $8.78万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $60.00万 | 0.06% | 7,087 | 1 | 0.0% | $85 | 加仓 |
| TJX | TJX COS INC NEW | $61.42万 | 0.06% | 3,846 | 643 | 20.1% | $10.27万 | 加仓 |
| ASML | ASML HLDG NV | $61.81万 | 0.07% | 468 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $61.95万 | 0.07% | 9,076 | 62 | 0.7% | $4,232 | 加仓 |
| GEV | GE VERNOVA INC | $62.06万 | 0.07% | 711 | 94 | 15.2% | $8.21万 | 加仓 |
| IEI | ISHARES TR | $63.33万 | 0.07% | 5,340 | 377 | 7.6% | $4.47万 | 加仓 |
| FNB | F N B CORP | $63.52万 | 0.07% | 37,993 | 512 | 1.4% | $8,561 | 加仓 |
| BAC | BANK AMERICA CORP | $63.71万 | 0.07% | 13,069 | 1,676 | 14.7% | $8.17万 | 加仓 |
| URI | UNITED RENTALS INC | $64.33万 | 0.07% | 883 | 71 | 8.7% | $5.17万 | 加仓 |
| IBDU | ISHARES TR | $64.48万 | 0.07% | 27,720 | 12,765 | 85.4% | $29.69万 | 加仓 |
| MCD | MCDONALDS CORP | $64.68万 | 0.07% | 2,081 | 302 | 17.0% | $9.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $64.91万 | 0.07% | 998 | 53 | 5.6% | $3.45万 | 加仓 |
| MMM | 3M CO | $65.15万 | 0.07% | 4,486 | 229 | 5.4% | $3.33万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $65.94万 | 0.07% | 12,972 | 4,658 | 56.0% | $23.68万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $66.37万 | 0.07% | 20,638 | 131 | 0.6% | $4,213 | 加仓 |
| MGK | VANGUARD WORLD FD | $67.02万 | 0.07% | 1,824 | 1 | 0.1% | $367 | 加仓 |
| MO | ALTRIA GROUP INC | $67.69万 | 0.07% | 10,258 | 685 | 7.2% | $4.52万 | 加仓 |
| ETN | EATON CORP PLC | $68.14万 | 0.07% | 1,905 | 165 | 9.5% | $5.90万 | 加仓 |
| CRH | CRH PLC | $68.19万 | 0.07% | 6,487 | 319 | 5.2% | $3.35万 | 加仓 |
| ICSH | ISHARES TR | $68.27万 | 0.07% | 13,486 | -595 | -4.2% | -$3.01万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $69.54万 | 0.07% | 6,773 | -399 | -5.6% | -$4.10万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $70.91万 | 0.07% | 8,016 | 556 | 7.5% | $4.92万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $70.97万 | 0.07% | 2,928 | 539 | 22.6% | $13.06万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $71.61万 | 0.08% | 5,469 | 386 | 7.6% | $5.05万 | 加仓 |
| PEP | PEPSICO INC | $71.67万 | 0.08% | 4,616 | 181 | 4.1% | $2.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $72.59万 | 0.08% | 20,717 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $72.83万 | 0.08% | 10,441 | -102 | -1.0% | -$7,115 | 减仓 |
| ITA | ISHARES TR | $73.02万 | 0.08% | 3,338 | 18 | 0.5% | $3,938 | 加仓 |
| KLAC | KLA CORP | $73.03万 | 0.08% | 496 | 90 | 22.2% | $13.25万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $73.48万 | 0.08% | 5,122 | 680 | 15.3% | $9.75万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $74.22万 | 0.08% | 14,784 | 3,025 | 25.7% | $15.19万 | 加仓 |
| COP | CONOCOPHILLIPS | $75.10万 | 0.08% | 5,689 | 654 | 13.0% | $8.63万 | 加仓 |
| IBDY | ISHARES TR | $75.33万 | 0.08% | 29,142 | 9,480 | 48.2% | $24.51万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $76.09万 | 0.08% | 23,462 | -17 | -0.1% | -$551 | 减仓 |
| GE | GE AEROSPACE | $76.28万 | 0.08% | 2,688 | 289 | 12.0% | $8.20万 | 加仓 |
| IVE | ISHARES TR | $76.58万 | 0.08% | 3,627 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $76.89万 | 0.08% | 1,564 | 93 | 6.3% | $4.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $77.69万 | 0.08% | 3,819 | 462 | 13.8% | $9.40万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $77.70万 | 0.08% | 32,013 | 20,200 | 171.0% | $49.03万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $78.41万 | 0.08% | 8,344 | 615 | 8.0% | $5.78万 | 加仓 |
| GLD | SPDR GOLD TR | $78.57万 | 0.08% | 1,826 | 10 | 0.6% | $4,303 | 加仓 |
| UNP | UNION PAC CORP | $80.04万 | 0.08% | 3,299 | 324 | 10.9% | $7.86万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $80.63万 | 0.08% | 16,162 | 5,139 | 46.6% | $25.64万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $82.39万 | 0.09% | 2,401 | 119 | 5.2% | $4.08万 | 加仓 |
| IWD | ISHARES TR | $84.21万 | 0.09% | 3,941 | -7 | -0.2% | -$1,496 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $84.43万 | 0.09% | 29,032 | 103 | 0.4% | $2,995 | 加仓 |
| NVS | NOVARTIS AG | $84.65万 | 0.09% | 5,542 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $86.02万 | 0.09% | 33,960 | 11,745 | 52.9% | $29.75万 | 加仓 |
| AMAT | APPLIED MATLS INC | $87.07万 | 0.09% | 2,547 | 367 | 16.8% | $12.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $88.14万 | 0.09% | 14,113 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $88.89万 | 0.09% | 26,978 | 48 | 0.2% | $1,582 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $91.37万 | 0.10% | 9,034 | 5,319 | 143.2% | $53.80万 | 加仓 |
| SUB | ISHARES TR | $91.38万 | 0.10% | 8,580 | -22 | -0.3% | -$2,343 | 减仓 |
| C | CITIGROUP INC | $91.48万 | 0.10% | 8,066 | 692 | 9.4% | $7.85万 | 加仓 |
| DGRW | WISDOMTREE TR | $93.11万 | 0.10% | 10,600 | 3 | 0.0% | $264 | 加仓 |
| MDT | MEDTRONIC PLC | $93.79万 | 0.10% | 10,824 | 307 | 2.9% | $2.66万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $94.04万 | 0.10% | 3,314 | 221 | 7.1% | $6.27万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $96.43万 | 0.10% | 1,596 | 147 | 10.1% | $8.88万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $98.79万 | 0.10% | 10,483 | -165 | -1.5% | -$1.55万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $102.60万 | 0.11% | 20,681 | 241 | 1.2% | $1.20万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $105.54万 | 0.11% | 11,899 | 787 | 7.1% | $6.98万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $110.32万 | 0.12% | 1,304 | 167 | 14.7% | $14.13万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $111.26万 | 0.12% | 11,979 | -67 | -0.6% | -$6,223 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $111.73万 | 0.12% | 3,306 | 1 | 0.0% | $338 | 加仓 |
| VBR | VANGUARD INDEX FDS | $112.56万 | 0.12% | 5,181 | -1,020 | -16.4% | -$22.16万 | 减仓 |
| ABBV | ABBVIE INC | $112.79万 | 0.12% | 5,186 | 682 | 15.1% | $14.83万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $114.69万 | 0.12% | 10,448 | 203 | 2.0% | $2.23万 | 加仓 |
| NFLX | NETFLIX INC. | $115.53万 | 0.12% | 12,016 | 1,781 | 17.4% | $17.12万 | 加仓 |
| MPC | MARATHON PETE CORP | $116.01万 | 0.12% | 4,751 | 182 | 4.0% | $4.44万 | 加仓 |
| DVY | ISHARES TR | $117.19万 | 0.12% | 7,740 | 11 | 0.1% | $1,666 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $119.24万 | 0.13% | 15,207 | 1,289 | 9.3% | $10.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $123.77万 | 0.13% | 6,308 | 83 | 1.3% | $1.63万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $123.87万 | 0.13% | 40,245 | 112 | 0.3% | $3,447 | 加仓 |
| VDC | VANGUARD WORLD FD | $124.92万 | 0.13% | 5,562 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $131.28万 | 0.14% | 23,646 | 5,741 | 32.1% | $31.87万 | 加仓 |
| MRK | MERCK & CO INC | $132.12万 | 0.14% | 10,983 | 779 | 7.6% | $9.37万 | 加仓 |
| VOX | VANGUARD WORLD FD | $133.32万 | 0.14% | 7,414 | -39 | -0.5% | -$7,013 | 减仓 |
| T | AT&T INC | $134.49万 | 0.14% | 46,391 | 2,980 | 6.9% | $8.64万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $136.58万 | 0.14% | 9,455 | 21 | 0.2% | $3,033 | 加仓 |
| LRCX | LAM RESEARCH CORP | $138.75万 | 0.15% | 6,494 | 202 | 3.2% | $4.32万 | 加仓 |
| ORCL | ORACLE CORP | $138.83万 | 0.15% | 9,437 | 513 | 5.7% | $7.55万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $140.91万 | 0.15% | 24,455 | 140 | 0.6% | $8,067 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $141.08万 | 0.15% | 8,532 | 550 | 6.9% | $9.09万 | 加仓 |
| MS | MORGAN STANLEY | $141.11万 | 0.15% | 8,574 | 624 | 7.8% | $10.27万 | 加仓 |
| AMGN | AMGEN INC | $142.61万 | 0.15% | 4,053 | 327 | 8.8% | $11.51万 | 加仓 |
| IVW | ISHARES TR | $142.69万 | 0.15% | 12,615 | 300 | 2.4% | $3.39万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.15% | 2 | 0 | 0.0% | — | 不变 |