CV Advisors LLC
Aventura FL · SEC CIK 0001872254
$5.42亿2026Q2 申报市值
134持仓数
73.3%前十大占比 · 第一大 39.7%
87 / 0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
AMAT 新建仓+$797.18万
NVDA 加仓+$644.05万
GS 新建仓+$450.26万
GOOG 加仓+$441.66万
META 加仓+$381.91万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$146.22万
VUG 减仓-$127.66万
BAC 减仓-$81.37万
UBER 减仓-$39.77万
COIN 减仓-$24.49万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2.15亿 | 39.72% | 288,207 | -1,958 | -0.7% | -$146.22万 | 减仓 |
| GOOGL | ALPHABET INC | $2,891.09万 | 5.34% | 80,899 | 2,537 | 3.2% | $90.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,798.97万 | 5.17% | 139,885 | 32,188 | 29.9% | $644.05万 | 加仓 |
| AAPL | APPLE INC | $2,741.19万 | 5.06% | 94,733 | 11,118 | 13.3% | $321.71万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,499.19万 | 4.61% | 33,938 | -2 | -0.0% | -$1,473 | 减仓 |
| AMZN | AMAZON COM INC | $2,198.83万 | 4.06% | 92,256 | 8,475 | 10.1% | $201.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,670.16万 | 3.08% | 44,774 | 8,644 | 23.9% | $322.44万 | 加仓 |
| TLT | ISHARES TR 看涨期权 | $1,355.93万 | 2.50% | 156,900 | 156,900 | — | $1,355.93万 | 新建仓 |
| META | META PLATFORMS INC | $1,127.14万 | 2.08% | 20,010 | 6,780 | 51.2% | $381.91万 | 加仓 |
| GOOG | ALPHABET INC | $933.29万 | 1.72% | 26,414 | 12,500 | 89.8% | $441.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $797.18万 | 1.47% | 11,026 | 11,026 | — | $797.18万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $585.79万 | 1.08% | 12,266 | -100 | -0.8% | -$4.78万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $531.13万 | 0.98% | 112,170 | 1,235 | 1.1% | $5.85万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $468.92万 | 0.87% | 6,828 | 1 | 0.0% | $687 | 加仓 |
| AVGO | BROADCOM INC | $455.34万 | 0.84% | 12,054 | 34 | 0.3% | $1.28万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $450.26万 | 0.83% | 4,452 | 4,452 | — | $450.26万 | 新建仓 |
| BAC | BANK OF AMER CORP | $436.89万 | 0.81% | 76,674 | -14,280 | -15.7% | -$81.37万 | 减仓 |
| NFLX | NETFLIX INC. | $410.91万 | 0.76% | 57,550 | -3,176 | -5.2% | -$22.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $380.30万 | 0.70% | 7,600 | 5,347 | 237.3% | $267.56万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $304.93万 | 0.56% | 26,000 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $297.89万 | 0.55% | 31,018 | 6,352 | 25.8% | $61.00万 | 加仓 |
| C | CITIGROUP INC | $273.62万 | 0.50% | 19,550 | 19,550 | — | $273.62万 | 新建仓 |
| LQD | ISHARES TR | $247.72万 | 0.46% | 22,712 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $228.44万 | 0.42% | 8,555 | 8,555 | — | $228.44万 | 新建仓 |
| AFL | AFLAC INC | $220.43万 | 0.41% | 18,800 | 18,800 | — | $220.43万 | 新建仓 |
| CSCO | CISCO SYS INC | $200.86万 | 0.37% | 17,100 | 17,100 | — | $200.86万 | 新建仓 |
| TSLA | TESLA INC | $197.99万 | 0.37% | 4,707 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $196.24万 | 0.36% | 27,195 | -5,512 | -16.9% | -$39.77万 | 减仓 |
| AGX | ARGAN INC | $195.25万 | 0.36% | 2,445 | 2,445 | — | $195.25万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $191.32万 | 0.35% | 4,817 | 4,817 | — | $191.32万 | 新建仓 |
| V | VISA INC | $190.69万 | 0.35% | 5,558 | 5,558 | — | $190.69万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $190.60万 | 0.35% | 5,635 | 5,635 | — | $190.60万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $189.68万 | 0.35% | 3,631 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $178.48万 | 0.33% | 5,700 | 5,700 | — | $178.48万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $170.39万 | 0.31% | 7,800 | 7,800 | — | $170.39万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $165.78万 | 0.31% | 17,700 | 17,700 | — | $165.78万 | 新建仓 |
| DHI | D R HORTON INC | $162.88万 | 0.30% | 10,000 | 10,000 | — | $162.88万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $161.01万 | 0.30% | 3,877 | 3,877 | — | $161.01万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $158.95万 | 0.29% | 3,200 | 3,200 | — | $158.95万 | 新建仓 |
| — | EXXON MOBIL CORP | $158.44万 | 0.29% | 11,589 | 6,478 | 126.7% | $88.57万 | 加仓 |
| CVS | CVS HEALTH CORP | $153.69万 | 0.28% | 14,856 | 14,856 | — | $153.69万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $147.73万 | 0.27% | 6,000 | 6,000 | — | $147.73万 | 新建仓 |
| ORCL | ORACLE CORP | $146.55万 | 0.27% | 10,000 | 8,500 | 566.7% | $124.57万 | 重新持有 |
| SPYG | SPDR SERIES TRUST | $143.20万 | 0.26% | 12,035 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $142.76万 | 0.26% | 6,000 | 6,000 | — | $142.76万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $140.43万 | 0.26% | 16,000 | 16,000 | — | $140.43万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $137.16万 | 0.25% | 10,000 | 10,000 | — | $137.16万 | 新建仓 |
| AIZ | ASSURANT INC | $136.95万 | 0.25% | 5,100 | 5,100 | — | $136.95万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $135.35万 | 0.25% | 4,100 | 4,100 | — | $135.35万 | 新建仓 |
| MRK | MERCK & CO INC | $128.50万 | 0.24% | 10,000 | 10,000 | — | $128.50万 | 新建仓 |
| LOW | LOWES COS INC | $127.88万 | 0.24% | 5,800 | 5,800 | — | $127.88万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $127.26万 | 0.23% | 36,000 | 36,000 | — | $127.26万 | 新建仓 |
| IVV | ISHARES TR | $114.11万 | 0.21% | 1,524 | 837 | 121.8% | $62.67万 | 加仓 |
| AON | AON PLC | $111.28万 | 0.21% | 3,355 | 3,355 | — | $111.28万 | 新建仓 |
| CI | THE CIGNA GROUP | $110.27万 | 0.20% | 4,000 | 4,000 | — | $110.27万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $101.23万 | 0.19% | 13,900 | 13,900 | — | $101.23万 | 新建仓 |
| AVT | AVNET INC | $99.57万 | 0.18% | 11,210 | 11,210 | — | $99.57万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $98.21万 | 0.18% | 5,925 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $95.74万 | 0.18% | 1,499 | 741 | 97.8% | $47.33万 | 加仓 |
| LKQ | LKQ CORP | $95.05万 | 0.18% | 36,100 | 36,100 | — | $95.05万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $92.79万 | 0.17% | 6,351 | 6,351 | — | $92.79万 | 新建仓 |
| ABBV | ABBVIE INC | $90.59万 | 0.17% | 3,600 | 3,600 | — | $90.59万 | 新建仓 |
| EOG | EOG RES INC | $83.03万 | 0.15% | 6,400 | 6,400 | — | $83.03万 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $82.40万 | 0.15% | 2,830 | 2,830 | — | $82.40万 | 新建仓 |
| IUSB | ISHARES TR | $81.34万 | 0.15% | 17,687 | 17,687 | — | $81.34万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $79.86万 | 0.15% | 7,800 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $78.12万 | 0.14% | 3,950 | 3,950 | — | $78.12万 | 新建仓 |
| GPC | GENUINE PARTS CO | $76.88万 | 0.14% | 6,516 | 6,516 | — | $76.88万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $70.24万 | 0.13% | 17,000 | 17,000 | — | $70.24万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $69.14万 | 0.13% | 12,000 | 12,000 | — | $69.14万 | 新建仓 |
| CMF | ISHARES TR | $64.97万 | 0.12% | 11,300 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $63.68万 | 0.12% | 1,476 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $63.09万 | 0.12% | 26,200 | 26,200 | — | $63.09万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $62.78万 | 0.12% | 1,918 | 1,200 | 167.1% | $39.28万 | 加仓 |
| HYG | ISHARES TR | $62.54万 | 0.12% | 7,821 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRONMENTAL CORP | $62.07万 | 0.11% | 6,840 | 6,840 | — | $62.07万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $60.97万 | 0.11% | 14,400 | 14,400 | — | $60.97万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $59.74万 | 0.11% | 5,400 | 5,400 | — | $59.74万 | 新建仓 |
| NVS | NOVARTIS AG | $59.55万 | 0.11% | 3,800 | 3,800 | — | $59.55万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $56.68万 | 0.10% | 1,600 | 1,600 | — | $56.68万 | 新建仓 |
| SNDK | SANDISK CORP | $56.16万 | 0.10% | 247 | 247 | — | $56.16万 | 新建仓 |
| LEN | LENNAR CORP | $55.20万 | 0.10% | 6,100 | 6,100 | — | $55.20万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $53.97万 | 0.10% | 2,885 | 2,885 | — | $53.97万 | 新建仓 |
| MKSI | MKS INC. | $53.38万 | 0.10% | 1,200 | 1,200 | — | $53.38万 | 新建仓 |
| DIS | DISNEY WALT CO | $52.94万 | 0.10% | 5,500 | 5,500 | — | $52.94万 | 新建仓 |
| GRNY | TIDAL TRUST I | $50.54万 | 0.09% | 18,278 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $49.93万 | 0.09% | 6,960 | 6,960 | — | $49.93万 | 新建仓 |
| PEP | PEPSICO INC | $46.04万 | 0.08% | 3,400 | 3,400 | — | $46.04万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $43.03万 | 0.08% | 2,850 | 2,850 | — | $43.03万 | 新建仓 |
| SMH | VANECK ETF TRUST | $42.24万 | 0.08% | 644 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $41.47万 | 0.08% | 5,267 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $39.50万 | 0.07% | 5,800 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $38.42万 | 0.07% | 5,155 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.35万 | 0.07% | 1,510 | 1,510 | — | $38.35万 | 新建仓 |
| RTX | RTX CORPORATION | $38.14万 | 0.07% | 2,010 | 2,010 | — | $38.14万 | 新建仓 |
| DOV | DOVER CORP | $38.13万 | 0.07% | 1,700 | 1,700 | — | $38.13万 | 新建仓 |
| ITOT | ISHARES TR | $37.68万 | 0.07% | 2,294 | 4 | 0.2% | $657 | 加仓 |
| IWM | ISHARES TR | $36.05万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $35.98万 | 0.07% | 1,740 | 1,740 | — | $35.98万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $35.33万 | 0.07% | 2,417 | -1,675 | -40.9% | -$24.49万 | 减仓 |