CVA Family Office, LLC
DENVER CO · SEC CIK 0001802084
$9.50亿2026Q1 申报市值
1,838持仓数
37.7%前十大占比 · 第一大 7.0%
541 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFAU 加仓+$818.74万
FNDF 加仓+$763.70万
AVDE 加仓+$616.27万
AVUS 加仓+$552.41万
FNDE 加仓+$518.30万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$466.92万
SCHD 减仓-$255.86万
JEPI 减仓-$125.14万
VHT 减仓-$66.20万
PAVE 减仓-$39.78万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $6,611.07万 | 6.96% | 1,351,127 | 156,081 | 13.1% | $763.70万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,864.82万 | 6.18% | 1,911,610 | -83,395 | -4.2% | -$255.86万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,752.97万 | 3.95% | 831,776 | 181,459 | 27.9% | $818.74万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,683.98万 | 3.88% | 52,800 | 2,886 | 5.8% | $201.36万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $3,645.55万 | 3.84% | 429,697 | 72,639 | 20.3% | $616.27万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,454.87万 | 3.64% | 310,746 | 49,686 | 19.0% | $552.41万 | 加仓 |
| IVV | ISHARES TR | $2,376.84万 | 2.50% | 36,387 | 879 | 2.5% | $57.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,330.53万 | 2.45% | 633,985 | 112,498 | 21.6% | $413.54万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,147.95万 | 2.26% | 35,946 | -7,814 | -17.9% | -$466.92万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,949.60万 | 2.05% | 509,567 | 135,469 | 36.2% | $518.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,804.90万 | 1.90% | 464,461 | -4,122 | -0.9% | -$16.02万 | 减仓 |
| AAPL | APPLE INC | $1,610.52万 | 1.70% | 63,459 | 4,683 | 8.0% | $118.85万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,606.42万 | 1.69% | 309,343 | 20,879 | 7.2% | $108.42万 | 加仓 |
| AGG | ISHARES TR | $1,452.49万 | 1.53% | 146,317 | 7,084 | 5.1% | $70.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,442.57万 | 1.52% | 82,716 | 10,940 | 15.2% | $190.79万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,368.24万 | 1.44% | 351,192 | 19,441 | 5.9% | $75.74万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,312.49万 | 1.38% | 511,892 | 5,169 | 1.0% | $13.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,304.21万 | 1.37% | 40,654 | 9,929 | 32.3% | $318.53万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,285.10万 | 1.35% | 200,546 | 53,415 | 36.3% | $342.28万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,262.75万 | 1.33% | 433,488 | 30,481 | 7.6% | $88.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,125.57万 | 1.19% | 52,337 | 973 | 1.9% | $20.93万 | 加仓 |
| GOOGL | ALPHABET INC | $1,110.08万 | 1.17% | 38,603 | 2,684 | 7.5% | $77.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,065.35万 | 1.12% | 18,458 | 48 | 0.3% | $2.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,058.35万 | 1.11% | 28,591 | 2,591 | 10.0% | $95.91万 | 加仓 |
| DGRO | ISHARES TR | $968.12万 | 1.02% | 137,948 | 21,743 | 18.7% | $152.59万 | 加仓 |
| SHV | ISHARES TR | $894.68万 | 0.94% | 81,047 | 4,477 | 5.8% | $49.42万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $879.56万 | 0.93% | 59,390 | 4,893 | 9.0% | $72.46万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $865.65万 | 0.91% | 152,726 | -22,079 | -12.6% | -$125.14万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $749.07万 | 0.79% | 298,432 | -2,200 | -0.7% | -$5.52万 | 减仓 |
| AVGO | BROADCOM INC | $740.46万 | 0.78% | 23,924 | 2,006 | 9.2% | $62.09万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $722.93万 | 0.76% | 144,615 | 21,104 | 17.1% | $105.50万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $698.71万 | 0.74% | 101,394 | 321 | 0.3% | $2.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $670.93万 | 0.71% | 14,001 | 541 | 4.0% | $25.92万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $660.96万 | 0.70% | 93,212 | 12,711 | 15.8% | $90.13万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $634.26万 | 0.67% | 50,688 | -150 | -0.3% | -$1.88万 | 减仓 |
| VHT | VANGUARD WORLD FD | $624.79万 | 0.66% | 22,942 | -2,431 | -9.6% | -$66.20万 | 减仓 |
| AMZN | AMAZON COM INC | $618.74万 | 0.65% | 29,708 | 3,385 | 12.9% | $70.50万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $595.11万 | 0.63% | 53,871 | -361 | -0.7% | -$3.99万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $528.62万 | 0.56% | 66,460 | 174 | 0.3% | $1.38万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $526.95万 | 0.55% | 189,211 | 147 | 0.1% | $4,094 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $481.24万 | 0.51% | 194,440 | 5,728 | 3.0% | $14.18万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $480.27万 | 0.51% | 90,995 | 3,245 | 3.7% | $17.13万 | 加仓 |
| IEFA | ISHARES TR | $458.16万 | 0.48% | 50,609 | 3,660 | 7.8% | $33.13万 | 加仓 |
| META | META PLATFORMS INC | $447.33万 | 0.47% | 7,819 | 1,342 | 20.7% | $76.78万 | 加仓 |
| IJH | ISHARES TR | $435.31万 | 0.46% | 64,462 | -3,173 | -4.7% | -$21.43万 | 减仓 |
| MGV | VANGUARD WORLD FD | $407.18万 | 0.43% | 28,091 | -75 | -0.3% | -$1.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $402.17万 | 0.42% | 13,672 | 1,498 | 12.3% | $44.06万 | 加仓 |
| WMT | WALMART INC | $385.37万 | 0.41% | 31,009 | 1,755 | 6.0% | $21.81万 | 加仓 |
| MTUM | ISHARES TR | $378.54万 | 0.40% | 15,773 | -190 | -1.2% | -$4.56万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $362.79万 | 0.38% | 107,145 | 53,335 | 99.1% | $180.59万 | 加仓 |
| QDF | FLEXSHARES TR | $331.29万 | 0.35% | 41,888 | -540 | -1.3% | -$4.27万 | 减仓 |
| TSLA | TESLA INC | $324.72万 | 0.34% | 8,735 | 327 | 3.9% | $12.16万 | 加仓 |
| IJR | ISHARES TR | $311.74万 | 0.33% | 25,078 | 1,036 | 4.3% | $12.88万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $300.26万 | 0.32% | 110,391 | -13,896 | -11.2% | -$37.80万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $294.10万 | 0.31% | 126,659 | 10,397 | 8.9% | $24.14万 | 加仓 |
| GUNR | FLEXSHARES TR | $293.72万 | 0.31% | 53,248 | 37 | 0.1% | $2,041 | 加仓 |
| — | EXXON MOBIL CORP | $293.61万 | 0.31% | 17,306 | 2,049 | 13.4% | $34.76万 | 加仓 |
| MUB | ISHARES TR | $289.56万 | 0.30% | 27,278 | 705 | 2.7% | $7.48万 | 加仓 |
| ET | ENERGY TRANSFER L P | $284.19万 | 0.30% | 147,246 | 141,811 | 2,609.2% | $273.70万 | 加仓 |
| LLY | ELI LILLY & CO | $280.16万 | 0.30% | 3,046 | 274 | 9.9% | $25.20万 | 加仓 |
| KO | COCA COLA CO | $266.82万 | 0.28% | 35,085 | 1,491 | 4.4% | $11.34万 | 加仓 |
| AGZ | ISHARES TR | $250.68万 | 0.26% | 22,849 | -908 | -3.8% | -$9.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $244.90万 | 0.26% | 10,019 | 934 | 10.3% | $22.83万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $233.00万 | 0.25% | 69,491 | 1,799 | 2.7% | $6.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $221.24万 | 0.23% | 5,065 | 2,066 | 68.9% | $90.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $217.42万 | 0.23% | 2,182 | 307 | 16.4% | $30.59万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $217.07万 | 0.23% | 4,344 | 331 | 8.2% | $16.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $216.36万 | 0.23% | 26,147 | -2,665 | -9.2% | -$22.05万 | 减仓 |
| V | VISA INC | $204.29万 | 0.22% | 6,759 | 808 | 13.6% | $24.42万 | 加仓 |
| CSCO | CISCO SYS INC | $201.38万 | 0.21% | 25,954 | 1,279 | 5.2% | $9.92万 | 加仓 |
| CVX | CHEVRON CORPORATION | $201.32万 | 0.21% | 9,730 | 667 | 7.4% | $13.80万 | 加仓 |
| CAT | CATERPILLAR INC | $197.95万 | 0.21% | 2,794 | 233 | 9.1% | $16.51万 | 加仓 |
| EFAV | ISHARES TR | $182.80万 | 0.19% | 20,006 | -875 | -4.2% | -$7.99万 | 减仓 |
| CWB | SPDR SERIES TRUST | $175.81万 | 0.19% | 19,210 | -45 | -0.2% | -$4,118 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $173.52万 | 0.18% | 51,081 | 4,742 | 10.2% | $16.11万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $169.05万 | 0.18% | 54,601 | -579 | -1.0% | -$1.79万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $165.05万 | 0.17% | 7,933 | 7,490 | 1,690.7% | $155.83万 | 加仓 |
| GOOG | ALPHABET INC | $164.68万 | 0.17% | 5,741 | 2,145 | 59.6% | $61.53万 | 加仓 |
| IWV | ISHARES TR | $161.17万 | 0.17% | 4,348 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $155.43万 | 0.16% | 19,608 | -919 | -4.5% | -$7.28万 | 减仓 |
| HD | HOME DEPOT INC | $152.98万 | 0.16% | 4,651 | 383 | 9.0% | $12.60万 | 加仓 |
| RTX | RTX CORPORATION | $151.38万 | 0.16% | 7,848 | 405 | 5.4% | $7.81万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $149.98万 | 0.16% | 15,019 | 265 | 1.8% | $2.65万 | 加仓 |
| PAVE | GLOBAL X FDS | $147.05万 | 0.15% | 28,941 | -7,830 | -21.3% | -$39.78万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.15% | 2 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $142.69万 | 0.15% | 12,615 | 300 | 2.4% | $3.39万 | 加仓 |
| AMGN | AMGEN INC | $142.61万 | 0.15% | 4,053 | 327 | 8.8% | $11.51万 | 加仓 |
| MS | MORGAN STANLEY | $141.11万 | 0.15% | 8,574 | 624 | 7.8% | $10.27万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $141.08万 | 0.15% | 8,532 | 550 | 6.9% | $9.09万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $140.91万 | 0.15% | 24,455 | 140 | 0.6% | $8,067 | 加仓 |
| ORCL | ORACLE CORP | $138.83万 | 0.15% | 9,437 | 513 | 5.7% | $7.55万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $138.75万 | 0.15% | 6,494 | 202 | 3.2% | $4.32万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $136.58万 | 0.14% | 9,455 | 21 | 0.2% | $3,033 | 加仓 |
| T | AT&T INC | $134.49万 | 0.14% | 46,391 | 2,980 | 6.9% | $8.64万 | 加仓 |
| VOX | VANGUARD WORLD FD | $133.32万 | 0.14% | 7,414 | -39 | -0.5% | -$7,013 | 减仓 |
| MRK | MERCK & CO INC | $132.12万 | 0.14% | 10,983 | 779 | 7.6% | $9.37万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $131.28万 | 0.14% | 23,646 | 5,741 | 32.1% | $31.87万 | 加仓 |
| VDC | VANGUARD WORLD FD | $124.92万 | 0.13% | 5,562 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $123.87万 | 0.13% | 40,245 | 112 | 0.3% | $3,447 | 加仓 |
| VTV | VANGUARD INDEX FDS | $123.77万 | 0.13% | 6,308 | 83 | 1.3% | $1.63万 | 加仓 |