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
BN BROOKFIELD CORP $34.50万0.06%8,100 8,100— $34.50万 新建仓
INTC INTEL CORP $33.20万0.06%2,378 2,378— $33.20万 新建仓
SXT SENSIENT TECHNOLOGIES CORP $32.06万0.06%2,600 2,600— $32.06万 新建仓
IVES WEDBUSH SER TR $30.41万0.06%7,982 00.0% — 不变
APP APPLOVIN CORP $30.40万0.06%590 00.0% — 不变
CCCC C4 THERAPEUTICS INC $30.36万0.06%65,000 65,000— $30.36万 新建仓
KMB KIMBERLY-CLARK CORP $29.64万0.05%2,700 2,700— $29.64万 新建仓
— LEGGETT & PLATT INC $29.63万0.05%25,300 25,300— $29.63万 新建仓
GPRK GEOPARK LTD $29.59万0.05%32,515 32,515— $29.59万 新建仓
PKG PACKAGING CORP AMER $28.59万0.05%1,200 1,200— $28.59万 新建仓
GOVT ISHARES TR $28.58万0.05%12,584 12,584— $28.58万 新建仓
BXSL BLACKSTONE SECD LENDING FD $28.52万0.05%12,030 00.0% — 不变
NGVT INGEVITY CORP $27.81万0.05%3,725 3,725— $27.81万 新建仓
— JANUS HENDERSON GROUP PLC $27.33万0.05%5,261 5,261— $27.33万 新建仓
CRM SALESFORCE INC $26.63万0.05%1,700 1,700— $26.63万 新建仓
VUG VANGUARD INDEX FDS $25.53万0.05%2,964 -14,820-83.3% -$127.66万 减仓
MBB ISHARES TR $24.46万0.05%2,597 2,597— $24.46万 新建仓
USB US BANCORP $24.16万0.04%4,000 4,000— $24.16万 新建仓
HII HUNTINGTON INGALLS INDS INC $24.07万0.04%860 860— $24.07万 新建仓
DYNF BLACKROCK ETF TRUST $24.04万0.04%3,535 3,535— $24.04万 新建仓
UPS UNITED PARCEL SVCS INC $23.92万0.04%2,225 00.0% — 不变
IVW ISHARES TR $23.56万0.04%1,713 1,713— $23.56万 新建仓
CRWD CROWDSTRIKE HLDGS INC $23.35万0.04%1,224 1,224— $23.35万 新建仓
MLR MILLER INDS INC TENN $22.51万0.04%4,400 4,400— $22.51万 新建仓
PG PROCTER & GAMBLE CO $22.00万0.04%1,500 1,500— $22.00万 新建仓
DHS WISDOMTREE TR $21.60万0.04%1,900 00.0% — 不变
ASB ASSOCIATED BANC-CORP $21.54万0.04%7,000 7,000— $21.54万 新建仓
ASIX ADVANSIX INC $21.22万0.04%10,675 10,675— $21.22万 新建仓
GIS GENERAL MILLS INC $20.88万0.04%6,000 6,000— $20.88万 新建仓
FLY FIREFLY AEROSPACE INC $20.63万0.04%7,016 7,016— $20.63万 新建仓
KRE SPDR SERIES TRUST $20.58万0.04%2,750 2,750— $20.58万 新建仓
MHO M/I HOMES INC $20.58万0.04%1,280 1,280— $20.58万 新建仓
UAA UNDER ARMOUR INC $12.14万0.02%19,000 19,000— $12.14万 新建仓
KD KYNDRYL HLDGS INC $11.31万0.02%10,000 10,000— $11.31万 新建仓