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 |
|---|---|---|---|---|---|---|---|---|
| IBTA | IBOTTA INC | $34 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $37 | 0.00% | 1 | -5 | -83.3% | -$185 | 减仓 |
| BOTZ | GLOBAL X FDS | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HLDGS INC | $43 | 0.00% | 4 | -41 | -91.1% | -$441 | 减仓 |
| OKLO | OKLO INC | $52 | 0.00% | 1 | -8 | -88.9% | -$416 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $58 | 0.00% | 100 | 100 | — | $58 | 新建仓 |
| MMSI | MERIT MED SYS INC | $69 | 0.00% | 1 | -19 | -95.0% | -$1,311 | 减仓 |
| TRIP | TRIPADVISOR INC | $82 | 0.00% | 6 | -87 | -93.5% | -$1,189 | 减仓 |
| PRGO | PERRIGO CO PLC | $83 | 0.00% | 8 | -122 | -93.8% | -$1,266 | 减仓 |
| FLO | FLOWERS FOODS INC | $95 | 0.00% | 12 | -189 | -94.0% | -$1,496 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $98 | 0.00% | 19 | -181 | -90.5% | -$934 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $98 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $103 | 0.00% | 5 | 5 | — | $103 | 新建仓 |
| PAY | PAYMENTUS HOLDINGS INC | $121 | 0.00% | 5 | -10 | -66.7% | -$242 | 减仓 |
| LINE | LINEAGE INC | $130 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $133 | 0.00% | 6 | 6 | — | $133 | 新建仓 |
| TGLS | TECNOGLASS INC | $140 | 0.00% | 3 | -3 | -50.0% | -$140 | 减仓 |
| GLOB | GLOBANT S A | $145 | 0.00% | 5 | -23 | -82.1% | -$667 | 减仓 |
| COPX | GLOBAL X FDS | $154 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $156 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ALG | ALAMO GROUP INC | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $174 | 0.00% | 2 | -65 | -97.0% | -$5,655 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $180 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $190 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $192 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $194 | 0.00% | 4 | -28 | -87.5% | -$1,358 | 减仓 |
| COCO | VITA COCO CO INC | $198 | 0.00% | 3 | -1 | -25.0% | -$66 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $203 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $229 | 0.00% | 1 | -6 | -85.7% | -$1,374 | 减仓 |
| CLVT | CLARIVATE PLC | $235 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| — | GREENWICH LIFESCIENCES INC | $235 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $246 | 0.00% | 32 | -361 | -91.9% | -$2,775 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $249 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC | $253 | 0.00% | 22 | -8 | -26.7% | -$92 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $269 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $270 | 0.00% | 6 | -7 | -53.8% | -$315 | 减仓 |
| AEG | AEGON LTD | $270 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $272 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $273 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $294 | 0.00% | 14 | -15 | -51.7% | -$315 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $298 | 0.00% | 8 | -2 | -20.0% | -$74 | 减仓 |
| SMBS | SCHWAB STRATEGIC TR | $305 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HAUZ | DBX ETF TR | $314 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $320 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $343 | 0.00% | 6 | -1 | -14.3% | -$57 | 减仓 |
| CCS | CENTURY COMMUNITIES INC | $358 | 0.00% | 5 | -30 | -85.7% | -$2,148 | 减仓 |
| UUUU | ENERGY FUELS INC | $363 | 0.00% | 25 | -41 | -62.1% | -$595 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $376 | 0.00% | 57 | -303 | -84.2% | -$1,999 | 减仓 |
| GGG | GRACO INC | $378 | 0.00% | 5 | -112 | -95.7% | -$8,467 | 减仓 |
| WD | WALKER & DUNLOP INC | $383 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $384 | 0.00% | 1 | -6 | -85.7% | -$2,304 | 减仓 |
| LKQ | LKQ CORP | $395 | 0.00% | 15 | -264 | -94.6% | -$6,952 | 减仓 |
| IWC | ISHARES TR | $400 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $404 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $441 | 0.00% | 93 | -1 | -1.1% | -$5 | 减仓 |
| NBTB | NBT BANCORP INC | $444 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $449 | 0.00% | 6 | 6 | — | $449 | 新建仓 |
| JOBY | JOBY AVIATION INC | $473 | 0.00% | 53 | -40 | -43.0% | -$357 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC | $477 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $501 | 0.00% | 69 | -1,000 | -93.5% | -$7,261 | 减仓 |
| Z | ZILLOW GROUP INC | $504 | 0.00% | 16 | -89 | -84.8% | -$2,804 | 减仓 |
| MCHI | ISHARES TR | $510 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $513 | 0.00% | 9 | -29 | -76.3% | -$1,653 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $516 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $518 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $520 | 0.00% | 49 | -288 | -85.5% | -$3,056 | 减仓 |
| WING | WINGSTOP INC | $520 | 0.00% | 3 | -11 | -78.6% | -$1,907 | 减仓 |
| KD | KYNDRYL HLDGS INC | $520 | 0.00% | 46 | -93 | -66.9% | -$1,051 | 减仓 |
| FRHC | FREEDOM HOLDING CORP | $522 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | SPECIAL OPPORTUNITIES FD INC | $525 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $525 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $527 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ATMP | BARCLAYS BANK PLC | $552 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $552 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $554 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $557 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EE | EXCELERATE ENERGY INC | $570 | 0.00% | 15 | -2 | -11.8% | -$76 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $575 | 0.00% | 19 | 19 | — | $575 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC | $577 | 0.00% | 27 | 27 | — | $577 | 新建仓 |
| GTLB | GITLAB INC | $580 | 0.00% | 19 | -18 | -48.6% | -$549 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $583 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $591 | 0.00% | 14 | -34 | -70.8% | -$1,435 | 减仓 |
| STC | STEWART INFORMATION SVCS COR | $594 | 0.00% | 9 | 1 | 12.5% | $66 | 加仓 |
| SOBO | SOUTH BOW CORP | $599 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $605 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $605 | 0.00% | 11 | 11 | — | $605 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $605 | 0.00% | 80 | 49 | 158.1% | $371 | 重新持有 |
| OLED | UNIVERSAL DISPLAY CORP | $606 | 0.00% | 7 | -3 | -30.0% | -$260 | 减仓 |
| FRSH | FRESHWORKS INC | $607 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $608 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $612 | 0.00% | 8 | 1 | 14.3% | $76 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $613 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $614 | 0.00% | 9 | 6 | 200.0% | $409 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $615 | 0.00% | 8 | -71 | -89.9% | -$5,458 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $618 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $618 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $629 | 0.00% | 32 | -86 | -72.9% | -$1,690 | 减仓 |
| CVI | CVR ENERGY INC | $633 | 0.00% | 23 | 23 | — | $633 | 新建仓 |
| EXPO | EXPONENT INC | $646 | 0.00% | 11 | -32 | -74.4% | -$1,879 | 减仓 |
| STEP | STEPSTONE GROUP INC | $662 | 0.00% | 16 | 3 | 23.1% | $124 | 加仓 |