13F 机构持仓

CVFG LLC

SHELBYVILLE IN · SEC CIK 0002050974

2026Q22026Q1 更早 9 个季度 🔒
$8.04亿2026Q1 申报市值
239持仓数
28.5%前十大占比 · 第一大 5.7%
135 / 1新建仓 / 清仓
申报市值走势$9.52亿2026Q2
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

SPTM 5.7%
QQQM 3.5%
SPYG 3.3%
NVDA 3.2%
DGRW 2.9%
AAPL 2.6%
LLY 1.9%
SPYM 1.9%
MSFT 1.9%
AMZN 1.5%

2026Q1 买入最多 按季末市值估算

SPTM 新建仓+$4,618.31万
SPYG 新建仓+$2,640.42万
QQQM 加仓+$2,358.80万
NVDA 加仓+$2,348.75万
DGRW 新建仓+$2,338.67万

2026Q1 卖出最多 按季末市值估算

SPY 减仓-$153.42万
ADBE 清仓-$21.07万
CWI 减仓-$7.95万
ONEQ 减仓-$5.05万
CRM 减仓-$4.39万

2026Q1 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
ACWV ISHARES INC $31.91万0.04%2,670 -15-0.6% -$1,793 减仓
ALSN ALLISON TRANSMISSION HLDGS I $31.90万0.04%2,725 00.0% — 不变
ITA ISHARES TR $30.73万0.04%1,405 15012.0% $3.28万 加仓
MUST COLUMBIA ETF TR I $30.68万0.04%14,957 2391.6% $4,902 加仓
IXUS ISHARES TR $30.30万0.04%3,497 250.7% $2,166 加仓
T AT&T INC $29.52万0.04%10,184 10,184— $29.52万 新建仓
CINF CINCINNATI FINL CORP $29.50万0.04%1,875 1,875— $29.50万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $29.31万0.04%475 475— $29.31万 新建仓
BSMU INVESCO EXCH TRD SLF IDX FD $29.10万0.04%13,342 13,342— $29.10万 新建仓
CRWD CROWDSTRIKE HLDGS INC $27.99万0.03%717 7010.8% $2.73万 加仓
MUB ISHARES TR $27.71万0.03%2,611 2,611— $27.71万 新建仓
IUSG ISHARES TR $26.71万0.03%1,722 26618.3% $4.13万 加仓
XLU SELECT SECTOR SPDR TR $26.69万0.03%5,815 1332.3% $6,103 加仓
SHW SHERWIN WILLIAMS CO $26.46万0.03%826 826— $26.46万 新建仓
CRM SALESFORCE INC $26.24万0.03%1,406 -235-14.3% -$4.39万 减仓
USMV ISHARES TR $25.66万0.03%2,767 2,767— $25.66万 新建仓
VTV VANGUARD INDEX FDS $25.25万0.03%1,287 1,287— $25.25万 新建仓
QGRO AMERICAN CENTY ETF TR $24.79万0.03%2,360 502.2% $5,252 加仓
QUAL ISHARES TR $24.63万0.03%1,284 -27-2.1% -$5,179 减仓
VB VANGUARD INDEX FDS $24.10万0.03%920 920— $24.10万 新建仓
PYPL PAYPAL HLDGS INC $23.67万0.03%5,234 81018.3% $3.66万 加仓
KMI KINDER MORGAN INC DEL $23.63万0.03%7,047 7,047— $23.63万 新建仓
DE DEERE & CO $22.78万0.03%404 -35-8.0% -$1.97万 减仓
XLV SELECT SECTOR SPDR TR $22.69万0.03%1,548 1,548— $22.69万 新建仓
MTD METTLER TOLEDO INTERNATIONAL $22.58万0.03%179 105.9% $1.26万 加仓
ROST ROSS STORES INC $22.52万0.03%1,040 1,040— $22.52万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $22.36万0.03%455 00.0% — 不变
BSMS INVESCO EXCH TRD SLF IDX FD $22.02万0.03%9,413 9,413— $22.02万 新建仓
IEMG ISHARES INC $21.92万0.03%3,142 3,142— $21.92万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $21.75万0.03%2,856 2,856— $21.75万 新建仓
CL COLGATE PALMOLIVE CO $21.10万0.03%2,475 2,475— $21.10万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $21.05万0.03%2,803 2,803— $21.05万 新建仓
GLD SPDR GOLD TR $20.96万0.03%487 487— $20.96万 新建仓
SCHV SCHWAB STRATEGIC TR $20.92万0.03%6,858 00.0% — 不变
CGSD CAPITAL GRP FIXED INCM ETF T $20.82万0.03%8,075 8,075— $20.82万 新建仓
ECL ECOLAB INC $20.66万0.03%777 777— $20.66万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $20.55万0.03%848 848— $20.55万 新建仓
ITRG INTEGRA RES CORP $19.74万0.02%72,300 72,300— $19.74万 新建仓
XETYX EATON VANCE TAX-MANAGED DIVE $18.26万0.02%13,242 1,38511.7% $1.91万 加仓
ADBE ADOBE INC $00.00%0 -602-100.0% -$21.07万 清仓