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 |
|---|---|---|---|---|---|---|---|---|
| CURB | CURBLINE PPTYS CORP | $2,310 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $2,313 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $2,315 | 0.00% | 39 | 13 | 50.0% | $772 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $2,315 | 0.00% | 501 | 349 | 229.6% | $1,613 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $2,316 | 0.00% | 30 | -62 | -67.4% | -$4,786 | 减仓 |
| LCII | LCI INDS | $2,329 | 0.00% | 22 | -5 | -18.5% | -$529 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $2,333 | 0.00% | 59 | 3 | 5.4% | $119 | 加仓 |
| SR | SPIRE INC | $2,343 | 0.00% | 30 | -27 | -47.4% | -$2,109 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $2,357 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $2,359 | 0.00% | 54 | -29 | -34.9% | -$1,267 | 减仓 |
| ASH | ASHLAND INC | $2,372 | 0.00% | 36 | -48 | -57.1% | -$3,163 | 减仓 |
| HYLB | DBX ETF TR | $2,374 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| GEF | GREIF INC | $2,384 | 0.00% | 32 | -6 | -15.8% | -$447 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $2,395 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC | $2,403 | 0.00% | 71 | -10 | -12.3% | -$338 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $2,422 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC | $2,431 | 0.00% | 94 | -33 | -26.0% | -$853 | 减仓 |
| LOPE | GRAND CANYON ED INC | $2,433 | 0.00% | 17 | -6 | -26.1% | -$859 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $2,443 | 0.00% | 66 | -83 | -55.7% | -$3,072 | 减仓 |
| ADT | ADT INC DEL | $2,483 | 0.00% | 382 | -712 | -65.1% | -$4,628 | 减仓 |
| SHE | SPDR SERIES TRUST | $2,497 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $2,498 | 0.00% | 171 | 133 | 350.0% | $1,943 | 加仓 |
| VNOM | VIPER ENERGY INC | $2,502 | 0.00% | 59 | 59 | — | $2,502 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2,507 | 0.00% | 18 | -56 | -75.7% | -$7,800 | 减仓 |
| TRMD | TORM PLC | $2,554 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $2,561 | 0.00% | 116 | -10 | -7.9% | -$221 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $2,572 | 0.00% | 21 | -3 | -12.5% | -$367 | 减仓 |
| MOS | MOSAIC CO | $2,585 | 0.00% | 122 | -327 | -72.8% | -$6,929 | 减仓 |
| BANR | BANNER CORP | $2,591 | 0.00% | 39 | 9 | 30.0% | $598 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $2,610 | 0.00% | 102 | 102 | — | $2,610 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $2,626 | 0.00% | 64 | 32 | 100.0% | $1,313 | 加仓 |
| AGI | ALAMOS GOLD INC | $2,670 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC | $2,682 | 0.00% | 35 | 11 | 45.8% | $843 | 加仓 |
| IBRX | IMMUNITYBIO INC | $2,697 | 0.00% | 308 | 308 | — | $2,697 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $2,708 | 0.00% | 131 | 62 | 89.9% | $1,282 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2,712 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $2,740 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $2,742 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ITRN | ITURAN LOCATION AND CONTROL | $2,745 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $2,755 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TBBK | BANCORP INC DEL | $2,756 | 0.00% | 44 | 13 | 41.9% | $814 | 加仓 |
| RUN | SUNRUN INC | $2,756 | 0.00% | 206 | 101 | 96.2% | $1,351 | 加仓 |
| AI | C3 AI INC | $2,763 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $2,766 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $2,783 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2,808 | 0.00% | 111 | 32 | 40.5% | $810 | 加仓 |
| NGG | NATIONAL GRID PLC | $2,818 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $2,823 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERALS I | $2,826 | 0.00% | 27 | 3 | 12.5% | $314 | 加仓 |
| VEEV | VEEVA SYS INC | $2,840 | 0.00% | 16 | -90 | -84.9% | -$1.60万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $2,845 | 0.00% | 9 | 3 | 50.0% | $948 | 加仓 |
| IOSP | INNOSPEC INC | $2,849 | 0.00% | 35 | 7 | 25.0% | $570 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $2,853 | 0.00% | 35 | 35 | — | $2,853 | 新建仓 |
| HAFN | HAFNIA LTD | $2,882 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $2,894 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $2,897 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $2,905 | 0.00% | 507 | 293 | 136.9% | $1,679 | 加仓 |
| CAMT | CAMTEK LTD | $2,936 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $2,942 | 0.00% | 17 | 9 | 112.5% | $1,558 | 加仓 |
| CDW | CDW CORP | $2,953 | 0.00% | 21 | -84 | -80.0% | -$1.18万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $2,957 | 0.00% | 55 | 12 | 27.9% | $645 | 加仓 |
| BHC | BAUSCH HEALTH COS INC | $2,958 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FIZZ | NATIONAL BEVERAGE CORP | $2,964 | 0.00% | 95 | 61 | 179.4% | $1,903 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $2,968 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CENTA | CENTRAL GARDEN & PET CO | $2,985 | 0.00% | 77 | 3 | 4.1% | $116 | 加仓 |
| WLK | WESTLAKE CORPORATION | $2,993 | 0.00% | 41 | -43 | -51.2% | -$3,139 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $3,004 | 0.00% | 87 | 28 | 47.5% | $967 | 加仓 |
| SNAP | SNAP INC | $3,028 | 0.00% | 682 | 449 | 192.7% | $1,994 | 加仓 |
| RNG | RINGCENTRAL INC | $3,040 | 0.00% | 78 | -11 | -12.4% | -$429 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $3,044 | 0.00% | 84 | 47 | 127.0% | $1,703 | 加仓 |
| BF/A | BROWN FORMAN CORP | $3,064 | 0.00% | 112 | 71 | 173.2% | $1,942 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $3,066 | 0.00% | 86 | 49 | 132.4% | $1,747 | 加仓 |
| BWLP | BW LPG LTD | $3,068 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $3,080 | 0.00% | 116 | -73 | -38.6% | -$1,938 | 减仓 |
| HR | HEALTHCARE RLTY TR | $3,086 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| GEF/B | GREIF INC | $3,087 | 0.00% | 33 | 10 | 43.5% | $935 | 加仓 |
| AZZ | AZZ INC | $3,101 | 0.00% | 20 | 12 | 150.0% | $1,861 | 加仓 |
| DAN | DANA INC | $3,102 | 0.00% | 114 | -156 | -57.8% | -$4,245 | 减仓 |
| FTDR | FRONTDOOR INC | $3,104 | 0.00% | 40 | 13 | 48.1% | $1,009 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $3,134 | 0.00% | 19 | 1 | 5.6% | $165 | 加仓 |
| CGAU | CENTERRA GOLD INC | $3,140 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $3,140 | 0.00% | 48 | 41 | 585.7% | $2,682 | 加仓 |
| KEN | KENON HLDGS LTD | $3,142 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $3,151 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $3,159 | 0.00% | 95 | 20 | 26.7% | $665 | 加仓 |
| RUSHB | RUSH ENTERPRISES INC | $3,213 | 0.00% | 42 | 5 | 13.5% | $382 | 加仓 |
| PACS | PACS GROUP INC | $3,241 | 0.00% | 76 | 49 | 181.5% | $2,090 | 加仓 |
| CPNG | COUPANG INC | $3,248 | 0.00% | 187 | -639 | -77.4% | -$1.11万 | 减仓 |
| HWKN | HAWKINS INC | $3,268 | 0.00% | 23 | 4 | 21.1% | $568 | 加仓 |
| LRN | STRIDE INC | $3,277 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $3,285 | 0.00% | 44 | 21 | 91.3% | $1,568 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $3,289 | 0.00% | 46 | 42 | 1,050.0% | $3,003 | 加仓 |
| SARO | STANDARDAERO INC | $3,290 | 0.00% | 110 | 110 | — | $3,290 | 新建仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $3,292 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $3,314 | 0.00% | 43 | -26 | -37.7% | -$2,004 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $3,335 | 0.00% | 69 | 32 | 86.5% | $1,547 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $3,357 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $3,363 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $3,397 | 0.00% | 50 | -102 | -67.1% | -$6,930 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $3,397 | 0.00% | 370 | 192 | 107.9% | $1,763 | 加仓 |