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 |
|---|---|---|---|---|---|---|---|---|
| PL | PLANET LABS PBC | $1,325 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CENT | CENTRAL GARDEN & PET CO | $1,330 | 0.00% | 30 | 9 | 42.9% | $399 | 加仓 |
| LEN/B | LENNAR CORP | $1,331 | 0.00% | 15 | -3 | -16.7% | -$266 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $1,332 | 0.00% | 12 | -16 | -57.1% | -$1,776 | 减仓 |
| VG | VENTURE GLOBAL INC | $1,336 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $1,358 | 0.00% | 14 | -47 | -77.0% | -$4,559 | 减仓 |
| SPNT | SIRIUSPOINT LTD | $1,368 | 0.00% | 57 | 15 | 35.7% | $360 | 加仓 |
| TALO | TALOS ENERGY INC | $1,368 | 0.00% | 106 | 85 | 404.8% | $1,097 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $1,370 | 0.00% | 12 | -376 | -96.9% | -$4.29万 | 减仓 |
| KBR | KBR INC | $1,381 | 0.00% | 40 | -88 | -68.8% | -$3,038 | 减仓 |
| NTR | NUTRIEN LTD | $1,385 | 0.00% | 22 | -2,000 | -98.9% | -$12.59万 | 减仓 |
| MGNI | MAGNITE INC | $1,386 | 0.00% | 73 | 3 | 4.3% | $57 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $1,390 | 0.00% | 11 | -7 | -38.9% | -$885 | 减仓 |
| CLSK | CLEANSPARK INC | $1,397 | 0.00% | 96 | 34 | 54.8% | $495 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $1,406 | 0.00% | 110 | 14 | 14.6% | $179 | 加仓 |
| LOGI | LOGITECH INTL S A | $1,411 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $1,416 | 0.00% | 5 | -37 | -88.1% | -$1.05万 | 减仓 |
| CENX | CENTURY ALUM CO | $1,426 | 0.00% | 31 | 13 | 72.2% | $598 | 加仓 |
| CXT | CRANE NXT CO | $1,432 | 0.00% | 28 | -40 | -58.8% | -$2,046 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $1,434 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $1,438 | 0.00% | 27 | -88 | -76.5% | -$4,687 | 减仓 |
| PEGA | PEGASYSTEMS INC | $1,439 | 0.00% | 48 | -145 | -75.1% | -$4,347 | 减仓 |
| ENSG | ENSIGN GROUP INC | $1,443 | 0.00% | 9 | -45 | -83.3% | -$7,215 | 减仓 |
| CTRE | CARETRUST REIT INC | $1,453 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $1,463 | 0.00% | 229 | 12 | 5.5% | $77 | 加仓 |
| — | TELIX PHARMACEUTICAL LTD | $1,464 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $1,487 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC | $1,506 | 0.00% | 371 | 86 | 30.2% | $349 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $1,515 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $1,519 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $1,525 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $1,525 | 0.00% | 258 | 96 | 59.3% | $567 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $1,537 | 0.00% | 21 | -15 | -41.7% | -$1,098 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $1,560 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $1,572 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $1,580 | 0.00% | 254 | 5 | 2.0% | $31 | 加仓 |
| TW | TRADEWEB MKTS INC | $1,595 | 0.00% | 16 | -124 | -88.6% | -$1.24万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $1,601 | 0.00% | 62 | -123 | -66.5% | -$3,176 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,601 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1,614 | 0.00% | 82 | 51 | 164.5% | $1,004 | 加仓 |
| SLVM | SYLVAMO CORP | $1,625 | 0.00% | 43 | 38 | 760.0% | $1,436 | 加仓 |
| TTAN | SERVICETITAN INC | $1,626 | 0.00% | 23 | 9 | 64.3% | $636 | 加仓 |
| ELF | E L F BEAUTY INC | $1,628 | 0.00% | 22 | 17 | 340.0% | $1,258 | 加仓 |
| CNO | CNO FINL GROUP INC | $1,631 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $1,641 | 0.00% | 151 | 104 | 221.3% | $1,130 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $1,655 | 0.00% | 69 | -165 | -70.5% | -$3,958 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $1,670 | 0.00% | 21 | 2 | 10.5% | $159 | 加仓 |
| OI | O-I GLASS INC | $1,676 | 0.00% | 174 | 10 | 6.1% | $96 | 加仓 |
| HTO | H2O AMERICA | $1,702 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $1,703 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $1,715 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XSW | SPDR SERIES TRUST | $1,718 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $1,734 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $1,742 | 0.00% | 176 | 151 | 604.0% | $1,495 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $1,760 | 0.00% | 56 | 56 | — | $1,760 | 新建仓 |
| CMBT | CMB.TECH NV | $1,763 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $1,764 | 0.00% | 11 | 2 | 22.2% | $321 | 加仓 |
| QTWO | Q2 HLDGS INC | $1,780 | 0.00% | 37 | 27 | 270.0% | $1,299 | 重新持有 |
| GDDY | GODADDY INC | $1,782 | 0.00% | 21 | -59 | -73.8% | -$5,007 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1,785 | 0.00% | 157 | -76 | -32.6% | -$864 | 减仓 |
| OPRA | OPERA LTD | $1,785 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,795 | 0.00% | 36 | -124 | -77.5% | -$6,183 | 减仓 |
| FBK | FB FINL CORP | $1,827 | 0.00% | 33 | 9 | 37.5% | $498 | 加仓 |
| DAVE | DAVE INC | $1,863 | 0.00% | 5 | 1 | 25.0% | $373 | 加仓 |
| TFII | TFI INTERNATIONAL INC | $1,866 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $1,869 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $1,877 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP | $1,882 | 0.00% | 18 | -1 | -5.3% | -$105 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $1,909 | 0.00% | 19 | 13 | 216.7% | $1,306 | 加仓 |
| RGEN | REPLIGEN CORP | $1,910 | 0.00% | 14 | 14 | — | $1,910 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1,914 | 0.00% | 27 | -12 | -30.8% | -$851 | 减仓 |
| TTD | THE TRADE DESK INC | $1,916 | 0.00% | 106 | -667 | -86.3% | -$1.21万 | 减仓 |
| MSA | MSA SAFETY INC | $1,920 | 0.00% | 11 | -3 | -21.4% | -$524 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $1,920 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $1,931 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $1,992 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1,995 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SDRL | SEADRILL LTD | $2,004 | 0.00% | 53 | -22 | -29.3% | -$832 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $2,022 | 0.00% | 47 | -44 | -48.4% | -$1,893 | 减仓 |
| BCE | BCE INC | $2,043 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $2,073 | 0.00% | 1 | -1 | -50.0% | -$2,073 | 减仓 |
| TPC | TUTOR PERINI CORP | $2,074 | 0.00% | 25 | 10 | 66.7% | $830 | 加仓 |
| INGR | INGREDION INC | $2,084 | 0.00% | 22 | -67 | -75.3% | -$6,347 | 减仓 |
| FNV | FRANCO NEV CORP | $2,084 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $2,096 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC | $2,120 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $2,127 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $2,127 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $2,146 | 0.00% | 16 | -58 | -78.4% | -$7,779 | 减仓 |
| OGN | ORGANON & CO | $2,184 | 0.00% | 161 | -8 | -4.7% | -$109 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $2,187 | 0.00% | 206 | -197 | -48.9% | -$2,091 | 减仓 |
| — | SPROTT ETF TRUST | $2,187 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $2,205 | 0.00% | 65 | -216 | -76.9% | -$7,327 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $2,212 | 0.00% | 86 | 23 | 36.5% | $592 | 加仓 |
| CARG | CARGURUS INC | $2,216 | 0.00% | 65 | 2 | 3.2% | $68 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $2,217 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC | $2,227 | 0.00% | 48 | -10 | -17.2% | -$464 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,262 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ALRM | ALARM COM HLDGS INC | $2,289 | 0.00% | 49 | 12 | 32.4% | $561 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $2,301 | 0.00% | 74 | -170 | -69.7% | -$5,286 | 减仓 |