13F 机构持仓

CV Advisors LLC

Aventura FL · SEC CIK 0001872254

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.42亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 39.7%
GOOGL 5.3%
NVDA 5.2%
AAPL 5.1%
QQQ 4.6%
AMZN 4.1%
MSFT 3.1%
TLT 看涨期权 2.5%
META 2.1%
GOOG 1.7%

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
FDX FEDEX CORP $178.48万0.33%5,700 5,700— $178.48万 新建仓
DIA STATE STR SPDR DOW JONES IND $189.68万0.35%3,631 00.0% — 不变
AXP AMERICAN EXPRESS CO $190.60万0.35%5,635 5,635— $190.60万 新建仓
V VISA INC $190.69万0.35%5,558 5,558— $190.69万 新建仓
ADI ANALOG DEVICES INC $191.32万0.35%4,817 4,817— $191.32万 新建仓
AGX ARGAN INC $195.25万0.36%2,445 2,445— $195.25万 新建仓
UBER UBER TECHNOLOGIES INC $196.24万0.36%27,195 -5,512-16.9% -$39.77万 减仓
TSLA TESLA INC $197.99万0.37%4,707 00.0% — 不变
CSCO CISCO SYS INC $200.86万0.37%17,100 17,100— $200.86万 新建仓
AFL AFLAC INC $220.43万0.41%18,800 18,800— $220.43万 新建仓
MOD MODINE MFG CO $228.44万0.42%8,555 8,555— $228.44万 新建仓
LQD ISHARES TR $247.72万0.46%22,712 00.0% — 不变
C CITIGROUP INC $273.62万0.50%19,550 19,550— $273.62万 新建仓
MUB ISHARES TR $297.89万0.55%31,018 6,35225.8% $61.00万 加仓
XLY SELECT SECTOR SPDR TR $304.93万0.56%26,000 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $380.30万0.70%7,600 5,347237.3% $267.56万 加仓
NFLX NETFLIX INC. $410.91万0.76%57,550 -3,176-5.2% -$22.68万 减仓
BAC BANK OF AMER CORP $436.89万0.81%76,674 -14,280-15.7% -$81.37万 减仓
GS GOLDMAN SACHS GROUP INC $450.26万0.83%4,452 4,452— $450.26万 新建仓
AVGO BROADCOM INC $455.34万0.84%12,054 340.3% $1.28万 加仓
VOO VANGUARD INDEX FDS $468.92万0.87%6,828 10.0% $687 加仓
JBBB JANUS DETROIT STR TR $531.13万0.98%112,170 1,2351.1% $5.85万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $585.79万1.08%12,266 -100-0.8% -$4.78万 减仓
AMAT APPLIED MATLS INC $797.18万1.47%11,026 11,026— $797.18万 新建仓
GOOG ALPHABET INC $933.29万1.72%26,414 12,50089.8% $441.66万 加仓
META META PLATFORMS INC $1,127.14万2.08%20,010 6,78051.2% $381.91万 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
MSFT MICROSOFT CORP $1,670.16万3.08%44,774 8,64423.9% $322.44万 加仓
AMZN AMAZON COM INC $2,198.83万4.06%92,256 8,47510.1% $201.99万 加仓
QQQ INVESCO QQQ TR $2,499.19万4.61%33,938 -2-0.0% -$1,473 减仓
AAPL APPLE INC $2,741.19万5.06%94,733 11,11813.3% $321.71万 加仓
NVDA NVIDIA CORPORATION $2,798.97万5.17%139,885 32,18829.9% $644.05万 加仓
GOOGL ALPHABET INC $2,891.09万5.34%80,899 2,5373.2% $90.66万 加仓
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