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 |
|---|---|---|---|---|---|---|---|---|
| NIC | NICOLET BANKSHARES INC | $662 | 0.00% | 4 | 4 | — | $662 | 新建仓 |
| VNT | VONTIER CORPORATION | $667 | 0.00% | 23 | -140 | -85.9% | -$4,060 | 减仓 |
| HGTY | HAGERTY INC | $668 | 0.00% | 56 | 41 | 273.3% | $489 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $684 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $686 | 0.00% | 6 | -44 | -88.0% | -$5,031 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $687 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $687 | 0.00% | 4 | -1 | -20.0% | -$172 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $694 | 0.00% | 7 | -52 | -88.1% | -$5,155 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $701 | 0.00% | 21 | 21 | — | $701 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $702 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $703 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $715 | 0.00% | 2 | 2 | — | $715 | 新建仓 |
| ERIE | ERIE INDTY CO | $719 | 0.00% | 3 | -8 | -72.7% | -$1,917 | 减仓 |
| LIF | LIFE360 INC | $720 | 0.00% | 13 | -10 | -43.5% | -$554 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $721 | 0.00% | 21 | 20 | 2,000.0% | $687 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $725 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $728 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BLCO | BAUSCH PLUS LOMB CORP | $729 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PPC | PILGRIMS PRIDE CORP | $731 | 0.00% | 26 | -90 | -77.6% | -$2,530 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $731 | 0.00% | 11 | 1 | 10.0% | $66 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $746 | 0.00% | 20 | -280 | -93.3% | -$1.04万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $772 | 0.00% | 73 | -6 | -7.6% | -$63 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $798 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $810 | 0.00% | 4 | 4 | — | $810 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $825 | 0.00% | 34 | 34 | — | $825 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $825 | 0.00% | 5 | 5 | — | $825 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $828 | 0.00% | 5 | 4 | 400.0% | $662 | 加仓 |
| RELY | REMITLY GLOBAL INC | $829 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $831 | 0.00% | 7 | 3 | 75.0% | $356 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD | $831 | 0.00% | 143 | 15 | 11.7% | $87 | 重新持有 |
| GKOS | GLAUKOS CORP | $839 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $858 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $875 | 0.00% | 4 | -14 | -77.8% | -$3,062 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $884 | 0.00% | 19 | -9 | -32.1% | -$419 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $889 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $895 | 0.00% | 14 | 14 | — | $895 | 新建仓 |
| TREX | TREX INC | $901 | 0.00% | 18 | 4 | 28.6% | $200 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $908 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $909 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | MESOBLAST LTD | $934 | 0.00% | 69 | -61 | -46.9% | -$826 | 减仓 |
| AMBA | AMBARELLA INC | $944 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $945 | 0.00% | 16 | -72 | -81.8% | -$4,252 | 减仓 |
| FIG | FIGMA INC | $959 | 0.00% | 53 | -907 | -94.5% | -$1.64万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $962 | 0.00% | 98 | -37 | -27.4% | -$363 | 减仓 |
| OTEX | OPEN TEXT CORP | $975 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $986 | 0.00% | 11 | 11 | — | $986 | 新建仓 |
| FVRR | FIVERR INTL LTD | $991 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC | $992 | 0.00% | 11 | 6 | 120.0% | $541 | 加仓 |
| TENB | TENABLE HLDGS INC | $996 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $1,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $1,005 | 0.00% | 19 | -48 | -71.6% | -$2,539 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $1,005 | 0.00% | 30 | 30 | — | $1,005 | 新建仓 |
| RSI | RUSH STREET INTERACTIVE INC | $1,011 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $1,012 | 0.00% | 28 | -105 | -78.9% | -$3,795 | 减仓 |
| BKV | BKV CORP | $1,012 | 0.00% | 37 | 37 | — | $1,012 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC | $1,016 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $1,029 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC | $1,039 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $1,042 | 0.00% | 24 | 10 | 71.4% | $434 | 加仓 |
| HLN | HALEON PLC | $1,064 | 0.00% | 114 | -111 | -49.3% | -$1,036 | 减仓 |
| PRTA | PROTHENA CORP PLC | $1,067 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $1,076 | 0.00% | 397 | 397 | — | $1,076 | 新建仓 |
| INMD | INMODE LTD | $1,082 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC | $1,082 | 0.00% | 13 | 4 | 44.4% | $333 | 加仓 |
| GAP | GAP INC | $1,083 | 0.00% | 58 | -456 | -88.7% | -$8,515 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $1,085 | 0.00% | 29 | 28 | 2,800.0% | $1,048 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $1,086 | 0.00% | 32 | 32 | — | $1,086 | 新建仓 |
| MNDY | MONDAY COM LTD | $1,086 | 0.00% | 15 | 8 | 114.3% | $579 | 重新持有 |
| FMC | FMC CORP | $1,104 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | IMMUTEP LTD | $1,105 | 0.00% | 2,650 | 2,650 | — | $1,105 | 新建仓 |
| JOYY | JOYY INC | $1,122 | 0.00% | 17 | 17 | — | $1,122 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $1,129 | 0.00% | 14 | -20 | -58.8% | -$1,613 | 减仓 |
| BUG | GLOBAL X FDS | $1,146 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $1,152 | 0.00% | 47 | -3 | -6.0% | -$74 | 减仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1,168 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $1,175 | 0.00% | 72 | -469 | -86.7% | -$7,654 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1,184 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $1,185 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $1,190 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $1,195 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $1,198 | 0.00% | 56 | 56 | — | $1,198 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $1,201 | 0.00% | 67 | -129 | -65.8% | -$2,312 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $1,203 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,207 | 0.00% | 15 | 6 | 66.7% | $483 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $1,207 | 0.00% | 75 | 75 | — | $1,207 | 新建仓 |
| ITRI | ITRON INC | $1,211 | 0.00% | 14 | -33 | -70.2% | -$2,854 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $1,224 | 0.00% | 45 | 45 | — | $1,224 | 新建仓 |
| ICL | ICL GROUP LTD | $1,225 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $1,235 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $1,243 | 0.00% | 113 | -87 | -43.5% | -$957 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1,255 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $1,256 | 0.00% | 18 | -129 | -87.8% | -$9,001 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $1,256 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,268 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $1,279 | 0.00% | 22 | 22 | — | $1,279 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $1,280 | 0.00% | 16 | 16 | — | $1,280 | 新建仓 |
| BSY | BENTLEY SYS INC | $1,285 | 0.00% | 43 | -339 | -88.7% | -$1.01万 | 减仓 |
| ETOR | ETORO GROUP LTD | $1,303 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NOMD | NOMAD FOODS LTD | $1,303 | 0.00% | 119 | 39 | 48.8% | $427 | 重新持有 |
| DHT | DHT HOLDINGS INC | $1,322 | 0.00% | 80 | 80 | — | $1,322 | 新建仓 |