CV Advisors LLC
- SEC CIK
- 0001872254
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 133
- 較 2026 年第 1 季 +87
- 總值
- $5.28 億
- 較 2026 年第 1 季 +$1.62 億 (+44.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 288,207 | $2.15 億 | 40.7% | −1,958−0.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 80,899 | $2,891 萬 | 5.5% | +2,537+3.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 139,885 | $2,799 萬 | 5.3% | +32,188+29.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 94,733 | $2,741 萬 | 5.2% | +11,118+13.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 33,938 | $2,499 萬 | 4.7% | −20.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 92,256 | $2,199 萬 | 4.2% | +8,475+10.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 44,774 | $1,670 萬 | 3.2% | +8,644+23.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 20,010 | $1,127 萬 | 2.1% | +6,780+51.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 26,414 | $933.3 萬 | 1.8% | +12,500+89.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 11,026 | $797.2 萬 | 1.5% | +11,026 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,266 | $585.8 萬 | 1.1% | −100−0.8% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U753 | B-BBB CLO ETF | 112,170 | $531.1 萬 | 1.0% | +1,235+1.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,828 | $468.9 萬 | 0.9% | +10.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 12,054 | $455.3 萬 | 0.9% | +34+0.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,452 | $450.3 萬 | 0.9% | +4,452 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 76,674 | $436.9 萬 | 0.8% | −14,280−15.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 57,550 | $410.9 萬 | 0.8% | −3,176−5.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,600 | $380.3 萬 | 0.7% | +5,347+237.3% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 26,000 | $304.9 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 31,018 | $297.9 萬 | 0.6% | +6,352+25.8% | 加碼 | – |
| CCitigroup Inc | Stock | 19,550 | $273.6 萬 | 0.5% | +19,550 | 新進 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 22,712 | $247.7 萬 | 0.5% | 00.0% | 不變 | – |
| MODModine Manufacturing Co | COM | 8,555 | $228.4 萬 | 0.4% | +8,555 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 18,800 | $220.4 萬 | 0.4% | +18,800 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,100 | $200.9 萬 | 0.4% | +17,100 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 4,707 | $198.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 27,195 | $196.2 萬 | 0.4% | −5,512−16.9% | 減碼 | 歷史 |
| AGXArgan Inc | Stock | 2,445 | $195.2 萬 | 0.4% | +2,445 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,817 | $191.3 萬 | 0.4% | +4,817 | 新進 | 歷史 |
| VVisa Inc. | Stock | 5,558 | $190.7 萬 | 0.4% | +5,558 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 5,635 | $190.6 萬 | 0.4% | +5,635 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,631 | $189.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 5,700 | $178.5 萬 | 0.3% | +5,700 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 7,800 | $170.4 萬 | 0.3% | +7,800 | 新進 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 17,700 | $165.8 萬 | 0.3% | +17,700 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 10,000 | $162.9 萬 | 0.3% | +10,000 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 3,877 | $161.0 萬 | 0.3% | +3,877 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,200 | $159.0 萬 | 0.3% | +3,200 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,589 | $158.4 萬 | 0.3% | +6,478+126.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 14,856 | $153.7 萬 | 0.3% | +14,856 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,000 | $147.7 萬 | 0.3% | +6,000 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 10,000 | $146.6 萬 | 0.3% | +10,000 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 12,035 | $143.2 萬 | 0.3% | 00.0% | 不變 | – |
| ALLAllstate Corp | Stock | 6,000 | $142.8 萬 | 0.3% | +6,000 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 16,000 | $140.4 萬 | 0.3% | +16,000 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 10,000 | $137.2 萬 | 0.3% | +10,000 | 新進 | 歷史 |
| AIZAssurant, Inc. | Stock | 5,100 | $137.0 萬 | 0.3% | +5,100 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 4,100 | $135.3 萬 | 0.3% | +4,100 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,000 | $128.5 萬 | 0.2% | +10,000 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,800 | $127.9 萬 | 0.2% | +5,800 | 新進 | 歷史 |
| LNCLincoln National Corp | COM | 36,000 | $127.3 萬 | 0.2% | +36,000 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,524 | $114.1 萬 | 0.2% | +837+121.8% | 加碼 | – |
| AONAon plc | CL A | 3,355 | $111.3 萬 | 0.2% | +3,355 | 新進 | 歷史 |
| CICigna Group | Stock | 4,000 | $110.3 萬 | 0.2% | +4,000 | 新進 | 歷史 |
| OMCOmnicom Group Inc. | COM | 13,900 | $101.2 萬 | 0.2% | +13,900 | 新進 | 歷史 |
| AVTAvnet Inc | COM | 11,210 | $99.6 萬 | 0.2% | +11,210 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 5,925 | $98.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WDCWestern Digital Corp | COM | 1,499 | $95.7 萬 | 0.2% | +741+97.8% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 36,100 | $95.1 萬 | 0.2% | +36,100 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 6,351 | $92.8 萬 | 0.2% | +6,351 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,600 | $90.6 萬 | 0.2% | +3,600 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 6,400 | $83.0 萬 | 0.2% | +6,400 | 新進 | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 2,830 | $82.4 萬 | 0.2% | +2,830 | 新進 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 17,687 | $81.3 萬 | 0.2% | +17,687 | 新進 | – |
| JXNJackson Financial Inc. | COM CL A | 7,800 | $79.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ITTItt Inc. | COM | 3,950 | $78.1 萬 | 0.1% | +3,950 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 6,516 | $76.9 萬 | 0.1% | +6,516 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 17,000 | $70.2 萬 | 0.1% | +17,000 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 12,000 | $69.1 萬 | 0.1% | +12,000 | 新進 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 11,300 | $65.0 萬 | 0.1% | 00.0% | 不變 | – |
| DELLDell Technologies Inc. | Stock | 1,476 | $63.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 26,200 | $63.1 萬 | 0.1% | +26,200 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,918 | $62.8 萬 | 0.1% | +1,200+167.1% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 7,821 | $62.5 萬 | 0.1% | 00.0% | 不變 | – |
| CECOCeco Environmental Corp | COM | 6,840 | $62.1 萬 | 0.1% | +6,840 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,400 | $61.0 萬 | 0.1% | +14,400 | 新進 | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,400 | $59.7 萬 | 0.1% | +5,400 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 3,800 | $59.6 萬 | 0.1% | +3,800 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,600 | $56.7 萬 | 0.1% | +1,600 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 247 | $56.2 萬 | 0.1% | +247 | 新進 | 歷史 |
| LENLennar Corp | CL A | 6,100 | $55.2 萬 | 0.1% | +6,100 | 新進 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 2,885 | $54.0 萬 | 0.1% | +2,885 | 新進 | 歷史 |
| MKSIMKS Inc | COM | 1,200 | $53.4 萬 | 0.1% | +1,200 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 5,500 | $52.9 萬 | 0.1% | +5,500 | 新進 | 歷史 |
| Tidal Trust I886364231 | FUND GRAN US ETF | 18,278 | $50.5 萬 | 0.1% | 00.0% | 不變 | – |
| TMHCTaylor Morrison Home Corp | COM | 6,960 | $49.9 萬 | 0.1% | +6,960 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,400 | $46.0 萬 | 0.1% | +3,400 | 新進 | 歷史 |
| FDXFFedEx Freight Holding Company, Inc. | COMMON STOCK | 2,850 | $43.0 萬 | 0.1% | +2,850 | 新進 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 644 | $42.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,267 | $41.5 萬 | 0.1% | 00.0% | 不變 | – |
| SMGScotts Miracle-Gro Co | Stock | 5,800 | $39.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,155 | $38.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,510 | $38.3 萬 | 0.1% | +1,510 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 2,010 | $38.1 萬 | 0.1% | +2,010 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 1,700 | $38.1 萬 | 0.1% | +1,700 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,294 | $37.7 萬 | 0.1% | +4+0.2% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,200 | $36.1 萬 | 0.1% | 00.0% | 不變 | – |
| LSTRLandstar System Inc | COM | 1,740 | $36.0 萬 | 0.1% | +1,740 | 新進 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 2,417 | $35.3 萬 | 0.1% | −1,675−40.9% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,100 | $34.5 萬 | 0.1% | +8,100 | 新進 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | – | $1,356 萬 |