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
KD KYNDRYL HLDGS INC $11.31万0.02%10,000 10,000— $11.31万 新建仓
UAA UNDER ARMOUR INC $12.14万0.02%19,000 19,000— $12.14万 新建仓
MHO M/I HOMES INC $20.58万0.04%1,280 1,280— $20.58万 新建仓
KRE SPDR SERIES TRUST $20.58万0.04%2,750 2,750— $20.58万 新建仓
FLY FIREFLY AEROSPACE INC $20.63万0.04%7,016 7,016— $20.63万 新建仓
GIS GENERAL MILLS INC $20.88万0.04%6,000 6,000— $20.88万 新建仓
ASIX ADVANSIX INC $21.22万0.04%10,675 10,675— $21.22万 新建仓
ASB ASSOCIATED BANC-CORP $21.54万0.04%7,000 7,000— $21.54万 新建仓
DHS WISDOMTREE TR $21.60万0.04%1,900 00.0% — 不变
PG PROCTER & GAMBLE CO $22.00万0.04%1,500 1,500— $22.00万 新建仓
MLR MILLER INDS INC TENN $22.51万0.04%4,400 4,400— $22.51万 新建仓
CRWD CROWDSTRIKE HLDGS INC $23.35万0.04%1,224 1,224— $23.35万 新建仓
IVW ISHARES TR $23.56万0.04%1,713 1,713— $23.56万 新建仓
UPS UNITED PARCEL SVCS INC $23.92万0.04%2,225 00.0% — 不变
DYNF BLACKROCK ETF TRUST $24.04万0.04%3,535 3,535— $24.04万 新建仓
HII HUNTINGTON INGALLS INDS INC $24.07万0.04%860 860— $24.07万 新建仓
USB US BANCORP $24.16万0.04%4,000 4,000— $24.16万 新建仓
MBB ISHARES TR $24.46万0.05%2,597 2,597— $24.46万 新建仓
VUG VANGUARD INDEX FDS $25.53万0.05%2,964 -14,820-83.3% -$127.66万 减仓
CRM SALESFORCE INC $26.63万0.05%1,700 1,700— $26.63万 新建仓
— JANUS HENDERSON GROUP PLC $27.33万0.05%5,261 5,261— $27.33万 新建仓
NGVT INGEVITY CORP $27.81万0.05%3,725 3,725— $27.81万 新建仓
BXSL BLACKSTONE SECD LENDING FD $28.52万0.05%12,030 00.0% — 不变
GOVT ISHARES TR $28.58万0.05%12,584 12,584— $28.58万 新建仓
PKG PACKAGING CORP AMER $28.59万0.05%1,200 1,200— $28.59万 新建仓
GPRK GEOPARK LTD $29.59万0.05%32,515 32,515— $29.59万 新建仓
— LEGGETT & PLATT INC $29.63万0.05%25,300 25,300— $29.63万 新建仓
KMB KIMBERLY-CLARK CORP $29.64万0.05%2,700 2,700— $29.64万 新建仓
CCCC C4 THERAPEUTICS INC $30.36万0.06%65,000 65,000— $30.36万 新建仓
APP APPLOVIN CORP $30.40万0.06%590 00.0% — 不变
IVES WEDBUSH SER TR $30.41万0.06%7,982 00.0% — 不变
SXT SENSIENT TECHNOLOGIES CORP $32.06万0.06%2,600 2,600— $32.06万 新建仓
INTC INTEL CORP $33.20万0.06%2,378 2,378— $33.20万 新建仓
BN BROOKFIELD CORP $34.50万0.06%8,100 8,100— $34.50万 新建仓
COIN COINBASE GLOBAL INC $35.33万0.07%2,417 -1,675-40.9% -$24.49万 减仓
LSTR LANDSTAR SYS INC $35.98万0.07%1,740 1,740— $35.98万 新建仓
IWM ISHARES TR $36.05万0.07%1,200 00.0% — 不变
ITOT ISHARES TR $37.68万0.07%2,294 40.2% $657 加仓
DOV DOVER CORP $38.13万0.07%1,700 1,700— $38.13万 新建仓
RTX RTX CORPORATION $38.14万0.07%2,010 2,010— $38.14万 新建仓
JNJ JOHNSON & JOHNSON $38.35万0.07%1,510 1,510— $38.35万 新建仓
AIG AMERICAN INTL GROUP INC $38.42万0.07%5,155 00.0% — 不变
SMG SCOTTS MIRACLE-GRO CO $39.50万0.07%5,800 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $41.47万0.08%5,267 00.0% — 不变
SMH VANECK ETF TRUST $42.24万0.08%644 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $43.03万0.08%2,850 2,850— $43.03万 新建仓
PEP PEPSICO INC $46.04万0.08%3,400 3,400— $46.04万 新建仓
— TAYLOR MORRISON HOME CORP $49.93万0.09%6,960 6,960— $49.93万 新建仓
GRNY TIDAL TRUST I $50.54万0.09%18,278 00.0% — 不变
DIS DISNEY WALT CO $52.94万0.10%5,500 5,500— $52.94万 新建仓
MKSI MKS INC. $53.38万0.10%1,200 1,200— $53.38万 新建仓
THC TENET HEALTHCARE CORP $53.97万0.10%2,885 2,885— $53.97万 新建仓
LEN LENNAR CORP $55.20万0.10%6,100 6,100— $55.20万 新建仓
SNDK SANDISK CORP $56.16万0.10%247 247— $56.16万 新建仓
GD GENERAL DYNAMICS CORP $56.68万0.10%1,600 1,600— $56.68万 新建仓
NVS NOVARTIS AG $59.55万0.11%3,800 3,800— $59.55万 新建仓
ED CONSOLIDATED EDISON INC $59.74万0.11%5,400 5,400— $59.74万 新建仓
VZ VERIZON COMMUNICATIONS INC $60.97万0.11%14,400 14,400— $60.97万 新建仓
CECO CECO ENVIRONMENTAL CORP $62.07万0.11%6,840 6,840— $62.07万 新建仓
HYG ISHARES TR $62.54万0.12%7,821 00.0% — 不变
JPM JPMORGAN CHASE & CO $62.78万0.12%1,918 1,200167.1% $39.28万 加仓
PFE PFIZER INC $63.09万0.12%26,200 26,200— $63.09万 新建仓
DELL DELL TECHNOLOGIES INC $63.68万0.12%1,476 00.0% — 不变
CMF ISHARES TR $64.97万0.12%11,300 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $69.14万0.13%12,000 12,000— $69.14万 新建仓
DVN DEVON ENERGY CORP NEW $70.24万0.13%17,000 17,000— $70.24万 新建仓
GPC GENUINE PARTS CO $76.88万0.14%6,516 6,516— $76.88万 新建仓
ITT ITT INC $78.12万0.14%3,950 3,950— $78.12万 新建仓
JXN JACKSON FINANCIAL INC $79.86万0.15%7,800 00.0% — 不变
IUSB ISHARES TR $81.34万0.15%17,687 17,687— $81.34万 新建仓
GPI GROUP 1 AUTOMOTIVE INC $82.40万0.15%2,830 2,830— $82.40万 新建仓
EOG EOG RES INC $83.03万0.15%6,400 6,400— $83.03万 新建仓
ABBV ABBVIE INC $90.59万0.17%3,600 3,600— $90.59万 新建仓
JCI JOHNSON CONTROLS INTERNATION $92.79万0.17%6,351 6,351— $92.79万 新建仓
LKQ LKQ CORP $95.05万0.18%36,100 36,100— $95.05万 新建仓
WDC WESTERN DIGITAL CORP $95.74万0.18%1,499 74197.8% $47.33万 加仓
CVX CHEVRON CORPORATION $98.21万0.18%5,925 00.0% — 不变
AVT AVNET INC $99.57万0.18%11,210 11,210— $99.57万 新建仓
OMC OMNICOM GROUP INC $101.23万0.19%13,900 13,900— $101.23万 新建仓
CI THE CIGNA GROUP $110.27万0.20%4,000 4,000— $110.27万 新建仓
AON AON PLC $111.28万0.21%3,355 3,355— $111.28万 新建仓
IVV ISHARES TR $114.11万0.21%1,524 837121.8% $62.67万 加仓
LNC LINCOLN NATL CORP IND $127.26万0.23%36,000 36,000— $127.26万 新建仓
LOW LOWES COS INC $127.88万0.24%5,800 5,800— $127.88万 新建仓
MRK MERCK & CO INC $128.50万0.24%10,000 10,000— $128.50万 新建仓
TRV TRAVELERS COMPANIES INC $135.35万0.25%4,100 4,100— $135.35万 新建仓
AIZ ASSURANT INC $136.95万0.25%5,100 5,100— $136.95万 新建仓
BNY BANK OF NY MELLON CORP $137.16万0.25%10,000 10,000— $137.16万 新建仓
NEE NEXTERA ENERGY INC $140.43万0.26%16,000 16,000— $140.43万 新建仓
ALL ALLSTATE CORP $142.76万0.26%6,000 6,000— $142.76万 新建仓
SPYG SPDR SERIES TRUST $143.20万0.26%12,035 00.0% — 不变
ORCL ORACLE CORP $146.55万0.27%10,000 8,500566.7% $124.57万 重新持有
PNC PNC FINL SVCS GROUP INC $147.73万0.27%6,000 6,000— $147.73万 新建仓
CVS CVS HEALTH CORP $153.69万0.28%14,856 14,856— $153.69万 新建仓
— EXXON MOBIL CORP $158.44万0.29%11,589 6,478126.7% $88.57万 加仓
VRTX VERTEX PHARMACEUTICALS INC $158.95万0.29%3,200 3,200— $158.95万 新建仓
MSI MOTOROLA SOLUTIONS INC $161.01万0.30%3,877 3,877— $161.01万 新建仓
DHI D R HORTON INC $162.88万0.30%10,000 10,000— $162.88万 新建仓
DAL DELTA AIR LINES INC $165.78万0.31%17,700 17,700— $165.78万 新建仓
PGR PROGRESSIVE CORP $170.39万0.31%7,800 7,800— $170.39万 新建仓