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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $7,323.82万 | 6.63% | 1,388,139 | 37,012 | 2.7% | $195.28万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $6,045.79万 | 5.47% | 1,906,589 | -5,021 | -0.3% | -$15.92万 | 减仓 |
| VGT | VANGUARD WORLD FD | $5,074.92万 | 4.60% | 424,608 | 2,208 | 0.5% | $26.39万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,902.62万 | 4.44% | 948,466 | 116,690 | 14.0% | $603.17万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,157.76万 | 3.76% | 324,622 | 13,876 | 4.5% | $177.72万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $4,083.08万 | 3.70% | 457,745 | 28,048 | 6.5% | $250.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,863.83万 | 2.59% | 686,275 | 52,290 | 8.2% | $218.21万 | 加仓 |
| IVV | ISHARES TR | $2,731.99万 | 2.47% | 36,481 | 94 | 0.3% | $7.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,498.25万 | 2.26% | 36,375 | 429 | 1.2% | $29.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,245.57万 | 2.03% | 60,685 | 20,031 | 49.3% | $741.22万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,099.63万 | 1.90% | 529,141 | 19,574 | 3.8% | $77.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,097.55万 | 1.90% | 472,847 | 8,386 | 1.8% | $37.20万 | 加仓 |
| AAPL | APPLE INC | $1,876.77万 | 1.70% | 64,859 | 1,400 | 2.2% | $40.51万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,805.05万 | 1.63% | 437,588 | 86,396 | 24.6% | $356.38万 | 加仓 |
| AGG | ISHARES TR | $1,783.18万 | 1.61% | 180,155 | 33,838 | 23.1% | $334.93万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,700.30万 | 1.54% | 324,856 | 15,513 | 5.0% | $81.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,657.17万 | 1.50% | 82,821 | 105 | 0.1% | $2.10万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,613.77万 | 1.46% | 226,494 | 25,948 | 12.9% | $184.88万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,488.84万 | 1.35% | 439,964 | 6,476 | 1.5% | $21.91万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,465.67万 | 1.33% | 498,019 | -13,873 | -2.7% | -$40.83万 | 减仓 |
| GOOGL | ALPHABET INC | $1,392.51万 | 1.26% | 38,966 | 363 | 0.9% | $12.97万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,364.03万 | 1.24% | 18,523 | 65 | 0.4% | $4.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,287.95万 | 1.17% | 54,431 | 2,094 | 4.0% | $49.55万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,199.25万 | 1.09% | 75,888 | 16,498 | 27.8% | $260.72万 | 加仓 |
| DGRO | ISHARES TR | $1,143.81万 | 1.04% | 150,918 | 12,970 | 9.4% | $98.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,047.17万 | 0.95% | 28,073 | -518 | -1.8% | -$19.32万 | 减仓 |
| SHV | ISHARES TR | $898.13万 | 0.81% | 81,389 | 342 | 0.4% | $3.77万 | 加仓 |
| AVGO | BROADCOM INC | $886.42万 | 0.80% | 23,466 | -458 | -1.9% | -$17.30万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $862.27万 | 0.78% | 297,745 | -687 | -0.2% | -$1.99万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $844.38万 | 0.76% | 103,048 | 9,836 | 10.6% | $80.60万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $804.80万 | 0.73% | 142,494 | -10,232 | -6.7% | -$57.79万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $771.44万 | 0.70% | 152,292 | 7,677 | 5.3% | $38.89万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $761.64万 | 0.69% | 101,134 | -260 | -0.3% | -$1.96万 | 减仓 |
| AMZN | AMAZON COM INC | $724.14万 | 0.66% | 30,382 | 674 | 2.3% | $16.06万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $721.50万 | 0.65% | 179,434 | 72,289 | 67.5% | $290.67万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $715.21万 | 0.65% | 64,115 | -2,345 | -3.5% | -$26.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $699.85万 | 0.63% | 13,986 | -15 | -0.1% | -$7,506 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $693.97万 | 0.63% | 48,909 | -1,779 | -3.5% | -$25.24万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $672.53万 | 0.61% | 53,906 | 35 | 0.1% | $4,367 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $588.57万 | 0.53% | 189,250 | 39 | 0.0% | $1,213 | 加仓 |
| VHT | VANGUARD WORLD FD | $566.51万 | 0.51% | 18,946 | -3,996 | -17.4% | -$119.49万 | 减仓 |
| MTUM | ISHARES TR | $552.54万 | 0.50% | 16,117 | 344 | 2.2% | $11.79万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $545.78万 | 0.49% | 197,034 | 2,594 | 1.3% | $7.19万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $518.06万 | 0.47% | 95,902 | 4,907 | 5.4% | $26.51万 | 加仓 |
| IJH | ISHARES TR | $497.34万 | 0.45% | 64,497 | 35 | 0.1% | $2,699 | 加仓 |
| MGV | VANGUARD WORLD FD | $456.98万 | 0.41% | 27,958 | -133 | -0.5% | -$2.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $455.64万 | 0.41% | 13,920 | 248 | 1.8% | $8.12万 | 加仓 |
| IEFA | ISHARES TR | $454.22万 | 0.41% | 47,030 | -3,579 | -7.1% | -$34.57万 | 减仓 |
| MUB | ISHARES TR | $450.18万 | 0.41% | 41,831 | 14,553 | 53.4% | $156.62万 | 加仓 |
| META | META PLATFORMS INC | $405.73万 | 0.37% | 7,203 | -616 | -7.9% | -$34.70万 | 减仓 |
| TSLA | TESLA INC | $398.98万 | 0.36% | 9,486 | 751 | 8.6% | $31.59万 | 加仓 |
| IJR | ISHARES TR | $371.68万 | 0.34% | 25,061 | -17 | -0.1% | -$2,521 | 减仓 |
| LLY | ELI LILLY & CO | $368.94万 | 0.33% | 3,076 | 30 | 1.0% | $3.60万 | 加仓 |
| QDF | FLEXSHARES TR | $368.70万 | 0.33% | 41,003 | -885 | -2.1% | -$7.96万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $325.59万 | 0.29% | 106,892 | -3,499 | -3.2% | -$10.66万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $317.27万 | 0.29% | 86,122 | 35,041 | 68.6% | $129.09万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $317.10万 | 0.29% | 137,096 | 10,437 | 8.2% | $24.14万 | 加仓 |
| CSCO | CISCO SYS INC | $307.20万 | 0.28% | 26,153 | 199 | 0.8% | $2.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $305.90万 | 0.28% | 35,512 | 5,122 | 16.9% | $44.12万 | 加仓 |
| WMT | WALMART INC | $300.43万 | 0.27% | 26,526 | -4,483 | -14.5% | -$50.77万 | 减仓 |
| CAT | CATERPILLAR INC | $298.46万 | 0.27% | 2,803 | 9 | 0.3% | $9,583 | 加仓 |
| KO | COCA COLA CO | $288.00万 | 0.26% | 35,437 | 352 | 1.0% | $2.86万 | 加仓 |
| ET | ENERGY TRANSFER L P | $283.48万 | 0.26% | 148,261 | 1,015 | 0.7% | $1.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $281.49万 | 0.25% | 6,496 | 2 | 0.0% | $867 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $267.65万 | 0.24% | 9,372 | 1,439 | 18.1% | $41.09万 | 加仓 |
| GUNR | FLEXSHARES TR | $252.90万 | 0.23% | 51,320 | -1,928 | -3.6% | -$9.50万 | 减仓 |
| AGZ | ISHARES TR | $249.53万 | 0.23% | 22,835 | -14 | -0.1% | -$1,530 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $248.37万 | 0.22% | 30,051 | 3,904 | 14.9% | $32.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $247.30万 | 0.22% | 9,737 | -282 | -2.8% | -$7.16万 | 减仓 |
| — | EXXON MOBIL CORP | $240.45万 | 0.22% | 17,587 | 281 | 1.6% | $3.84万 | 加仓 |
| V | VISA INC | $238.49万 | 0.22% | 6,951 | 192 | 2.8% | $6.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $223.01万 | 0.20% | 3,839 | 20 | 0.5% | $1.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $215.02万 | 0.19% | 4,187 | -157 | -3.6% | -$8.06万 | 减仓 |
| GOOG | ALPHABET INC | $212.21万 | 0.19% | 6,006 | 265 | 4.6% | $9.36万 | 加仓 |
| CWB | SPDR SERIES TRUST | $207.41万 | 0.19% | 19,237 | 27 | 0.1% | $2,911 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $203.85万 | 0.18% | 1,766 | 105 | 6.3% | $12.12万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $202.34万 | 0.18% | 54,878 | 277 | 0.5% | $1.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $194.05万 | 0.18% | 2,074 | -108 | -4.9% | -$10.10万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $190.92万 | 0.17% | 31,065 | 7,419 | 31.4% | $45.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $185.55万 | 0.17% | 2,566 | 19 | 0.7% | $1.37万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $183.35万 | 0.17% | 57,350 | -12,141 | -17.5% | -$38.81万 | 减仓 |
| IWV | ISHARES TR | $183.14万 | 0.17% | 4,295 | -53 | -1.2% | -$2.26万 | 减仓 |
| MS | MORGAN STANLEY | $180.64万 | 0.16% | 8,641 | 67 | 0.8% | $1.40万 | 加仓 |
| IVW | ISHARES TR | $173.49万 | 0.16% | 12,615 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $170.70万 | 0.15% | 10,298 | 568 | 5.8% | $9.42万 | 加仓 |
| PAVE | GLOBAL X FDS | $170.52万 | 0.15% | 28,941 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $170.22万 | 0.15% | 24,602 | 147 | 0.6% | $1.02万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $162.99万 | 0.15% | 20,624 | 1,016 | 5.2% | $8.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $157.88万 | 0.14% | 3,306 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $152.24万 | 0.14% | 14,774 | -245 | -1.6% | -$2.52万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.14% | 2 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $149.59万 | 0.14% | 4,958 | -2 | -0.0% | -$603 | 减仓 |
| HD | HOME DEPOT INC | $148.83万 | 0.13% | 4,220 | -431 | -9.3% | -$15.20万 | 减仓 |
| RTX | RTX CORPORATION | $148.50万 | 0.13% | 7,827 | -21 | -0.3% | -$3,984 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $148.39万 | 0.13% | 8,202 | -330 | -3.9% | -$5.97万 | 减仓 |
| ORCL | ORACLE CORP | $148.06万 | 0.13% | 10,103 | 666 | 7.1% | $9.76万 | 加仓 |
| EFAV | ISHARES TR | $147.70万 | 0.13% | 16,839 | -3,167 | -15.8% | -$27.78万 | 减仓 |
| AMGN | AMGEN INC | $146.62万 | 0.13% | 4,049 | -4 | -0.1% | -$1,448 | 减仓 |
| MRK | MERCK & CO INC | $143.15万 | 0.13% | 11,140 | 157 | 1.4% | $2.02万 | 加仓 |
| VOX | VANGUARD WORLD FD | $141.67万 | 0.13% | 7,702 | 288 | 3.9% | $5.30万 | 加仓 |