Centennial Wealth Advisory LLC 13F 持仓 · 2026年Q2
Centennial Wealth Advisory 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 181 只证券,申报市值合计 4.63 亿美元。前几大持仓:BUFD(11.52%)、FTCB(6.39%)、AVIG(4.95%)。本季前 25 大持仓中:新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BUFD | FIRST TR EXCHNG TRADED FD VI | $53.4M | 11.52% | 1.8M | 减持 |
| 2 | FTCB | FIRST TR EXCHANGE-TRADED FD | $29.6M | 6.39% | 1.4M | 增持 |
| 3 | AVIG | AMERICAN CENTY ETF TR | $22.9M | 4.95% | 553,222 | 增持 |
| 4 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $22.9M | 4.95% | 584,188 | 增持 |
| 5 | BUFG | FIRST TR EXCHNG TRADED FD VI | $22.5M | 4.85% | 765,916 | 增持 |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $17.2M | 3.72% | 471,997 | 减持 |
| 7 | BUFT | FIRST TR EXCHNG TRADED FD VI | $16.8M | 3.62% | 648,162 | 减持 |
| 8 | IVV | ISHARES TR | $14.3M | 3.08% | 19,025 | 减持 |
| 9 | SPYG | SPDR SERIES TRUST | $13.2M | 2.85% | 110,873 | 减持 |
| 10 | CGMS | CAPITAL GRP FIXED INCM ETF T | $13.1M | 2.82% | 478,468 | 增持 |
| 11 | BUFS | FIRST TR EXCHNG TRADED FD VI | $11.7M | 2.53% | 466,197 | 增持 |
| 12 | AAPL | APPLE INC | $10.2M | 2.21% | 35,372 | 增持 |
| 13 | LMBS | FIRST TR EXCHANGE-TRADED FD | $8.7M | 1.88% | 175,229 | 减持 |
| 14 | SPYV | SPDR SERIES TRUST | $8.6M | 1.86% | 141,742 | 减持 |
| 15 | RDVY | FIRST TR EXCHANGE TRADED FD | $8.1M | 1.75% | 100,232 | 增持 |
| 16 | FTGS | FIRST TR EXCHANGE-TRADED FD | $7.9M | 1.71% | 214,430 | 减持 |
| 17 | LVHI | LEGG MASON ETF INVT | $7.1M | 1.53% | 174,146 | 增持 |
| 18 | QQQM | INVESCO EXCH TRADED FD TR II | $7.0M | 1.51% | 23,126 | 减持 |
| 19 | DLN | WISDOMTREE TR | $6.6M | 1.42% | 68,419 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $6.1M | 1.31% | 30,399 | 减持 |
| 21 | LGOV | FIRST TR EXCHANGE-TRADED FD | $5.6M | 1.21% | 261,399 | 减持 |
| 22 | MDYG | SPDR SERIES TRUST | $4.5M | 0.97% | 40,215 | 减持 |
| 23 | WCMI | FIRST TR EXCHANGE-TRADED FD | $4.4M | 0.96% | 227,057 | 新建仓 |
| 24 | AVEM | AMERICAN CENTY ETF TR | $3.8M | 0.82% | 39,256 | 减持 |
| 25 | AVUV | AMERICAN CENTY ETF TR | $3.6M | 0.77% | 28,680 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR