Valley Wealth Managers, Inc. 13F 持仓 · 2026年Q3
Valley Wealth Managers 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 339 只证券，申报市值合计 17.59 亿美元。前几大持仓：AAPL（3.45%）、DELL（3.11%）、VONG（3.00%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $60.8M | 3.45% | 182,489 | 减持 |
| 2 | DELL | DELL TECHNOLOGIES INC CL C | $54.7M | 3.11% | 101,684 | 减持 |
| 3 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $52.8M | 3.00% | 409,211 | 减持 |
| 4 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $51.7M | 2.94% | 56,007 | 减持 |
| 5 | VTV | VANGUARD MORNINGSTAR VALUE ETF | $49.8M | 2.83% | 230,611 | 增持 |
| 6 | AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $41.2M | 2.34% | 632,632 | 增持 |
| 7 | CSCO | CISCO SYS INC COM | $39.6M | 2.25% | 367,942 | 减持 |
| 8 | AVGO | BROADCOM INC COM | $39.4M | 2.24% | 112,073 | 增持 |
| 9 | MSFT | MICROSOFT CORP COM | $38.8M | 2.21% | 75,742 | 增持 |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $33.7M | 1.91% | 97,826 | 增持 |
| 11 | MS | MORGAN STANLEY COM NEW | $31.4M | 1.79% | 167,020 | 增持 |
| 12 | MET | METLIFE INC COM | $30.3M | 1.72% | 322,248 | 增持 |
| 13 | DAL | DELTA AIR LINES INC COM NEW | $29.9M | 1.70% | 358,406 | 减持 |
| 14 | META | META PLATFORMS INC CL A | $29.9M | 1.70% | 41,230 | 减持 |
| 15 | AMGN | AMGEN INC COM | $29.7M | 1.69% | 70,407 | 减持 |
| 16 | PFE | PFIZER INC COM | $29.5M | 1.68% | 1.0M | 增持 |
| 17 | CRM | SALESFORCE INC COM | $29.2M | 1.66% | 127,153 | 减持 |
| 18 | HAS | HASBRO INC COM | $29.1M | 1.65% | 331,397 | 增持 |
| 19 | ROST | ROSS STORES INC COM | $29.0M | 1.65% | 124,302 | 增持 |
| 20 | CFG | CITIZENS FINL GROUP INC COM | $28.4M | 1.61% | 445,328 | 减持 |
| 21 | VZ | VERIZON COMMUNICATIONS INC COM | $27.9M | 1.59% | 608,781 | 增持 |
| 22 | ESI | ELEMENT SOLUTIONS INC COM | $27.8M | 1.58% | 765,712 | 增持 |
| 23 | GLW | CORNING INC COM | $27.4M | 1.56% | 178,430 | 增持 |
| 24 | VRTX | VERTEX PHARMACEUTICALS INC COM | $27.1M | 1.54% | 51,753 | 增持 |
| 25 | CACI | CACI INTL INC CL A | $26.7M | 1.52% | 43,821 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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