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 |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORP | $138.65万 | 0.13% | 5,423 | 672 | 14.1% | $17.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $135.72万 | 0.12% | 6,228 | -80 | -1.3% | -$1.74万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $132.86万 | 0.12% | 9,060 | -395 | -4.2% | -$5.79万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $132.74万 | 0.12% | 1,313 | 9 | 0.7% | $9,099 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $125.82万 | 0.11% | 17,774 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $124.65万 | 0.11% | 40,404 | 159 | 0.4% | $4,905 | 加仓 |
| ABBV | ABBVIE INC | $122.85万 | 0.11% | 4,882 | -304 | -5.9% | -$7.65万 | 减仓 |
| DVY | ISHARES TR | $121.16万 | 0.11% | 7,752 | 12 | 0.2% | $1,876 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $120.33万 | 0.11% | 15,444 | 237 | 1.6% | $1.85万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $113.78万 | 0.10% | 11,800 | -99 | -0.8% | -$9,546 | 减仓 |
| C | CITIGROUP INC | $113.40万 | 0.10% | 8,102 | 36 | 0.4% | $5,039 | 加仓 |
| VBR | VANGUARD INDEX FDS | $110.33万 | 0.10% | 4,540 | -641 | -12.4% | -$15.58万 | 减仓 |
| VDC | VANGUARD WORLD FD | $107.83万 | 0.10% | 4,782 | -780 | -14.0% | -$17.59万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $106.22万 | 0.10% | 12,103 | 124 | 1.0% | $1.09万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $106.08万 | 0.10% | 20,865 | 184 | 0.9% | $9,355 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $105.98万 | 0.10% | 29,333 | 301 | 1.0% | $1.09万 | 加仓 |
| SUB | ISHARES TR | $101.92万 | 0.09% | 9,573 | 993 | 11.6% | $10.57万 | 加仓 |
| URI | UNITED RENTALS INC | $101.73万 | 0.09% | 898 | 15 | 1.7% | $1.70万 | 加仓 |
| DGRW | WISDOMTREE TR | $101.40万 | 0.09% | 10,604 | 4 | 0.0% | $382 | 加仓 |
| GE | GE AEROSPACE | $101.02万 | 0.09% | 2,703 | 15 | 0.6% | $5,606 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $100.96万 | 0.09% | 10,281 | -202 | -1.9% | -$1.98万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $100.67万 | 0.09% | 27,764 | 786 | 2.9% | $2.85万 | 加仓 |
| DIOD | DIODES INC | $99.38万 | 0.09% | 9,081 | 5 | 0.1% | $547 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $98.81万 | 0.09% | 14,136 | 23 | 0.2% | $1,608 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $98.19万 | 0.09% | 19,448 | 19,448 | — | $98.19万 | 新建仓 |
| IWD | ISHARES TR | $95.54万 | 0.09% | 3,941 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $95.47万 | 0.09% | 2,297 | 918 | 66.6% | $38.15万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $95.33万 | 0.09% | 10,454 | 6 | 0.1% | $547 | 加仓 |
| ASML | ASML HLDG NV | $93.11万 | 0.08% | 468 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $92.23万 | 0.08% | 11,133 | 692 | 6.6% | $5.73万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $90.72万 | 0.08% | 8,955 | -79 | -0.9% | -$8,003 | 减仓 |
| UNP | UNION PAC CORP | $90.14万 | 0.08% | 3,314 | 15 | 0.5% | $4,080 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $89.33万 | 0.08% | 23,472 | 10 | 0.0% | $381 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $88.46万 | 0.08% | 1,385 | 291 | 26.6% | $18.59万 | 加仓 |
| NVS | NOVARTIS AG | $86.85万 | 0.08% | 5,542 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $86.79万 | 0.08% | 41,928 | -4,463 | -9.6% | -$9.24万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.21万 | 0.08% | 1,154 | 156 | 15.6% | $11.65万 | 加仓 |
| IBDT | ISHARES TR | $85.75万 | 0.08% | 33,960 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $84.80万 | 0.08% | 2,394 | -7 | -0.3% | -$2,480 | 减仓 |
| INTC | INTEL CORP | $84.75万 | 0.08% | 6,069 | 269 | 4.6% | $3.76万 | 加仓 |
| GEV | GE VERNOVA INC | $83.65万 | 0.08% | 712 | 1 | 0.1% | $1,175 | 加仓 |
| IVE | ISHARES TR | $82.35万 | 0.07% | 3,627 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $81.28万 | 0.07% | 1,595 | -1 | -0.1% | -$510 | 减仓 |
| ETN | EATON CORP PLC | $81.22万 | 0.07% | 1,906 | 1 | 0.1% | $426 | 加仓 |
| ITA | ISHARES TR | $80.92万 | 0.07% | 3,338 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $80.51万 | 0.07% | 2,863 | -65 | -2.2% | -$1.83万 | 减仓 |
| SNDK | SANDISK CORP | $79.81万 | 0.07% | 351 | 81 | 30.0% | $18.42万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $79.38万 | 0.07% | 3,321 | 7 | 0.2% | $1,673 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $79.31万 | 0.07% | 20,447 | -270 | -1.3% | -$1.05万 | 减仓 |
| NFLX | NETFLIX INC. | $79.29万 | 0.07% | 11,105 | -911 | -7.6% | -$6.50万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $78.92万 | 0.07% | 13,222 | 4,180 | 46.2% | $24.95万 | 加仓 |
| MDT | MEDTRONIC PLC | $78.88万 | 0.07% | 10,083 | -741 | -6.8% | -$5.80万 | 减仓 |
| MGK | VANGUARD WORLD FD | $78.15万 | 0.07% | 8,890 | -230 | -2.5% | -$2.02万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $77.94万 | 0.07% | 2,616 | 22 | 0.8% | $6,555 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $77.31万 | 0.07% | 32,027 | 14 | 0.0% | $338 | 加仓 |
| BAC | BANK OF AMER CORP | $76.46万 | 0.07% | 13,418 | 349 | 2.7% | $1.99万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $75.77万 | 0.07% | 8,211 | -133 | -1.6% | -$1.23万 | 减仓 |
| COP | CONOCOPHILLIPS | $75.07万 | 0.07% | 7,221 | 1,532 | 26.9% | $15.93万 | 加仓 |
| IBDY | ISHARES TR | $75.03万 | 0.07% | 29,142 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $74.99万 | 0.07% | 8,031 | 15 | 0.2% | $1,401 | 加仓 |
| MMM | 3M CO | $74.60万 | 0.07% | 4,607 | 121 | 2.7% | $1.96万 | 加仓 |
| MO | ALTRIA GROUP INC | $74.30万 | 0.07% | 10,327 | 69 | 0.7% | $4,964 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $73.96万 | 0.07% | 1,475 | -89 | -5.7% | -$4.46万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $73.89万 | 0.07% | 14,608 | -1,554 | -9.6% | -$7.86万 | 减仓 |
| FNB | F N B CORP | $72.61万 | 0.07% | 38,058 | 65 | 0.2% | $1,240 | 加仓 |
| CRH | CRH PLC | $69.69万 | 0.06% | 6,513 | 26 | 0.4% | $2,782 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $69.33万 | 0.06% | 5,477 | 8 | 0.1% | $1,013 | 加仓 |
| ICSH | ISHARES TR | $68.21万 | 0.06% | 13,486 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $67.27万 | 0.06% | 1,826 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $66.92万 | 0.06% | 7,088 | 1 | 0.0% | $94 | 加仓 |
| IYW | ISHARES TR | $66.46万 | 0.06% | 2,635 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $66.31万 | 0.06% | 7,918 | 36 | 0.5% | $3,015 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $65.81万 | 0.06% | 682 | 97 | 16.6% | $9.36万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $65.72万 | 0.06% | 12,972 | 0 | 0.0% | — | 不变 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $65.09万 | 0.06% | 20,796 | 158 | 0.8% | $4,945 | 加仓 |
| BAP | CREDICORP LTD | $64.28万 | 0.06% | 1,650 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $64.20万 | 0.06% | 27,720 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $62.06万 | 0.06% | 3,520 | 37 | 1.1% | $6,524 | 加仓 |
| WFC | WELLS FARGO & CO | $61.36万 | 0.06% | 7,425 | -71 | -0.9% | -$5,867 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.92万 | 0.05% | 5,136 | 14 | 0.3% | $1,633 | 加仓 |
| WM | WASTE MGMT INC DEL | $59.40万 | 0.05% | 2,665 | 94 | 3.7% | $2.10万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $58.99万 | 0.05% | 773 | 141 | 22.3% | $10.76万 | 加仓 |
| TJX | TJX COS INC NEW | $58.72万 | 0.05% | 3,876 | 30 | 0.8% | $4,545 | 加仓 |
| USMV | ISHARES TR | $58.59万 | 0.05% | 6,074 | 92 | 1.5% | $8,874 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $58.42万 | 0.05% | 13,798 | -986 | -6.7% | -$4.17万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $57.64万 | 0.05% | 10,477 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $57.18万 | 0.05% | 1,325 | 89 | 7.2% | $3.84万 | 加仓 |
| IEI | ISHARES TR | $55.34万 | 0.05% | 4,711 | -629 | -11.8% | -$7.39万 | 减仓 |
| LIN | LINDE PLC | $55.32万 | 0.05% | 1,066 | 29 | 2.8% | $1.50万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $54.67万 | 0.05% | 7,447 | 1,221 | 19.6% | $8.96万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $54.02万 | 0.05% | 3,180 | 99 | 3.2% | $1.68万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.62万 | 0.05% | 9,306 | -563 | -5.7% | -$3.24万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $53.29万 | 0.05% | 1,575 | 143 | 10.0% | $4.84万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $52.58万 | 0.05% | 5,795 | -978 | -14.4% | -$8.87万 | 减仓 |
| EZM | WISDOMTREE TR | $52.38万 | 0.05% | 6,912 | -399 | -5.5% | -$3.02万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $52.13万 | 0.05% | 10,785 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $51.66万 | 0.05% | 5,197 | -97 | -1.8% | -$9,642 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $51.22万 | 0.05% | 2,689 | 495 | 22.6% | $9.43万 | 加仓 |
| RY | ROYAL BK CDA | $50.15万 | 0.05% | 2,423 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $49.76万 | 0.05% | 6,645 | -137 | -2.0% | -$1.03万 | 减仓 |