CF

CVA Family Office, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$9.5亿

申报季度: 2026-03-31 · 持股只数: 1839

CVA Family Office, LLC在最新一期 13F 报告中披露了 1839 项持股，申报期为 2026-03-31，总持股市值约为 US$9.5亿，季度换手率为 14.4%。

机构性格雪花图

集中度
8.4
持仓稳定性
14.37
动能／逆势
100
行业集中度
61.29
多样化
100
仓位均衡度
38.66

近期动向

  • 减仓 VOO

    -17.9%　-US$596.3万

  • 加仓 FNDF

    +13.1%　US$1208.3万

  • 加仓 FNDE

    +36.2%　US$600.6万

  • 加仓 AVDE

    +20.3%　US$706.2万

  • 加仓 DFAU

    +27.9%　US$709.5万

  • 减仓 VGT

    +5.8%　-US$78.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 1838 大持股（共 1839 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他6.96%+0.75%+13.06%
2SCHDSchwab US Dvd Equity ETFETF-其他6.18%-0.11%-4.18%
3DFAUDimensional US Core Equity METF-其他3.95%+0.45%+27.90%
4VGTVanguard Info Tech ETFETF-科技型3.88%-0.45%+5.78%
5AVDEAvantis International EquityETF-其他3.84%+0.46%+20.34%
6AVUSAvantis U.s. Equity ETFETF-其他3.64%+0.28%+19.03%
7IVVIshares Core S&p 500 ETFETF-大型股与成长2.50%-0.30%+2.48%
8DUHPDimensional US High Profi EtETF-其他2.45%+0.17%+21.57%
9VOOVanguard S&p 500 ETFETF-大型股与成长2.26%-0.90%-17.86%
10FNDESchwab Fndmntl Em Mrk Eq ETFETF-其他2.05%+0.50%+36.21%
11DFACDimensional US Core Equity 2ETF-其他1.90%-0.23%-0.88%
12AAPLApple INC股票-科技1.70%—+7.97%
13BINCIshares Flex I A Etf-usd INCETF-其他1.69%-0.06%+7.24%
14AGGIshares Core U.s. AggregateETF-其他1.53%-0.07%+5.09%
15NVDANvidia CORP股票-科技1.52%-0.02%+15.24%
16DFAIDimensional International CoETF-其他1.44%-0.01%+5.86%
17SCHXSchwab US Large-cap ETFETF-其他1.38%-0.19%+1.02%
18VTIVanguard Total Stock Mkt ETFETF-其他1.37%+0.19%+32.32%
19VEAVanguard Ftse Developed ETFETF-其他1.35%+0.29%+36.30%
20SCHGSchwab US Large-cap GrowthETF-其他1.33%-0.18%+7.56%
21VIGVanguard Dividend Apprec ETFETF-其他1.19%—+1.89%
22GOOGLAlphabet Inc-cl A股票-通信服务1.17%—+7.47%
23QQQInvesco Qqq Trust Series 1ETF-科技型1.12%-0.18%+0.26%
24MSFTMicrosoft CORP股票-科技1.11%-0.34%+9.97%
25DGROIshares Core Dividend GrowthETF-其他1.02%+0.09%+18.71%
26SHVIshares 0-1 Year Treasury BoETF-政府公债0.94%-0.03%+5.85%
27VYMVanguard High Dvd Yield ETFETF-其他0.93%+0.03%+8.98%
28JEPIJpmorgan Equity Premium IncoETF-其他0.91%-0.24%-12.63%
29SCHBSchwab US Broad Market ETFETF-其他0.79%-0.12%-0.73%
30AVGOBroadcom INC股票-科技0.78%—+9.15%
31JMUBJpmorgan Municipal ETFETF-其他0.76%+0.04%+17.09%
32BBJPJpmorgan Betabuilders JapanETF-其他0.74%—+0.32%
33BRK-BBerkshire Hathaway Inc-cl B股票-其他0.71%—+4.02%
34DFUSDimensional US Eq Mkt ETFETF-其他0.70%+0.01%+15.79%
35GSLCGoldman Activebeta US Lc ETFETF-避险与商品0.67%-0.10%-0.30%
36VHTVanguard Health Care ETFETF-其他0.66%-0.18%-9.58%
37AMZNAmazon.com INC股票-周期性消费0.65%—+12.86%
38AVUVAvantis US Small Cap ValueETF-中小型股0.63%-0.01%-0.67%
39JTEKJpmorgan US Tech LeadersETF-科技型0.56%-0.13%+0.26%
40FNDXSchwab Fndmntl US Lrg Co ETFETF-其他0.55%—+0.08%
41SCHFSchwab Intl Equity ETFETF-其他0.51%—+3.04%
42DFIVDimensional International VaETF-其他0.51%+0.01%+3.70%
43IEFAIshares Core Msci Eafe ETFETF-其他0.48%—+7.80%
44METAMeta Platforms Inc-class A股票-通信服务0.47%—+20.72%
45IJHIshares Core S&p Midcap ETFETF-其他0.46%—-4.69%
46MGVVanguard Mega Cap Value ETFETF-其他0.43%—-0.27%
47JPMJpmorgan Chase & Co股票-金融0.42%—+12.30%
48WMTWalmart INC股票-非周期性消费0.41%+0.04%+6.00%
49MTUMIshares Msci USA Momentum FaETF-其他0.40%—-1.19%
50DFAEDimensional Emerging Core EqETF-新兴市场0.38%+0.18%+99.12%
1–50 of 1,838

本季持股变动

CVA Family Office, LLC 在 2026-03-31 最显著的持仓异动： 减仓: Vanguard S&p 500 ETF (VOO) — 股数 -17.86%; 加仓: Schwab Fndmn Intl Lrg Co ETF (FNDF) — 股数 +13.06%; 加仓: Schwab Fndmntl Em Mrk Eq ETF (FNDE) — 股数 +36.21%; 加仓: Avantis International Equity (AVDE) — 股数 +20.34%; 加仓: Dimensional US Core Equity M (DFAU) — 股数 +27.90%.

CVA Family Office, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1FNDFSchwab Fndmn Intl Lrg Co ETF+0.8%+13.06%加仓
2FNDESchwab Fndmntl Em Mrk Eq ETF+0.5%+36.21%加仓
3AVDEAvantis International Equity+0.5%+20.34%加仓
4DFAUDimensional US Core Equity M+0.5%+27.90%加仓
5VEAVanguard Ftse Developed ETF+0.3%+36.30%加仓
6ETEnergy Transfer LP+0.3%+2609.22%加仓
7AVUSAvantis U.s. Equity ETF+0.3%+19.03%加仓
8VTIVanguard Total Stock Mkt ETF+0.2%+32.32%加仓
9DFAEDimensional Emerging Core Eq+0.2%+99.12%加仓
10DUHPDimensional US High Profi Et+0.2%+21.57%加仓
11FTECFidelity Msci Info Tech Indx+0.2%+1690.74%加仓
12XOMExxon Mobil CORP+0.1%+13.43%加仓
13DGROIshares Core Dividend Growth+0.1%+18.71%加仓
14VUGVanguard Growth ETF+0.1%+68.89%加仓
15VTESVanguard Sh Term Tax-ex Bond+0.1%+143.18%加仓
16CVXChevron CORP+0.1%+7.36%加仓
17SCHOSchwab Short-term US Treas+0.1%+171.00%加仓
18JMUBJpmorgan Municipal ETF0%+17.09%加仓
19WMTWalmart INC0%+6.00%加仓
20JNJJohnson & Johnson0%+10.28%加仓
21COSTCostco Wholesale CORP0%+16.37%加仓
22GOOGAlphabet Inc-cl C0%+59.65%加仓
23CATCaterpillar INC0%+9.10%加仓
24KMIKinder Morgan INC0%+2.66%加仓
25VYMVanguard High Dvd Yield ETF0%+8.98%加仓
26GUNRFlexshares Global Upstream N0%+0.07%加仓
27MPCMarathon Petroleum CORP0%+3.98%加仓
28DFUSDimensional US Eq Mkt ETF0%+15.79%加仓
29DFIVDimensional International Va0%+3.70%加仓
30DFAIDimensional International Co0%+5.86%加仓
31AVUVAvantis US Small Cap Value0%-0.67%减仓
32NVDANvidia CORP0%+15.24%加仓
33SHVIshares 0-1 Year Treasury Bo0%+5.85%加仓
34BINCIshares Flex I A Etf-usd INC-0.1%+7.24%加仓
35AGGIshares Core U.s. Aggregate-0.1%+5.09%加仓
36TSLATesla INC-0.1%+3.89%加仓
37GSLCGoldman Activebeta US Lc ETF-0.1%-0.30%减仓
38SCHDSchwab US Dvd Equity ETF-0.1%-4.18%减仓
39SCHBSchwab US Broad Market ETF-0.1%-0.73%减仓
40JTEKJpmorgan US Tech Leaders-0.1%+0.26%加仓
41VHTVanguard Health Care ETF-0.2%-9.58%减仓
42QQQInvesco Qqq Trust Series 1-0.2%+0.26%加仓
43SCHGSchwab US Large-cap Growth-0.2%+7.56%加仓
44SCHXSchwab US Large-cap ETF-0.2%+1.02%加仓
45DFACDimensional US Core Equity 2-0.2%-0.88%减仓
46JEPIJpmorgan Equity Premium Inco-0.2%-12.63%减仓
47IVVIshares Core S&p 500 ETF-0.3%+2.48%加仓
48MSFTMicrosoft CORP-0.3%+9.97%加仓
49VGTVanguard Info Tech ETF-0.5%+5.78%加仓
50VOOVanguard S&p 500 ETF-0.9%-17.86%减仓

FAQ

CVA Family Office, LLC 是什么机构？属于哪种投资人类型？
CVA Family Office, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$9.5亿，分布在 1839 个已申报仓位之中。
CVA Family Office, LLC 目前前几大持股有哪些？
根据最新 13F 申报，CVA Family Office, LLC 按市值排列的前几大持股为： 1. Schwab Fndmn Intl Lrg Co ETF (FNDF) — US$6611.1万 (7.0%) 2. Schwab US Dvd Equity ETF (SCHD) — US$5864.8万 (6.2%) 3. Dimensional US Core Equity M (DFAU) — US$3753.0万 (4.0%) 4. Vanguard Info Tech ETF (VGT) — US$3684.0万 (3.9%) 5. Avantis International Equity (AVDE) — US$3645.5万 (3.8%)
CVA Family Office, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，CVA Family Office, LLC 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 42 个既有持股、减仓 8 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：减仓: Vanguard S&p 500 ETF (VOO) — 股数 -17.86%; 加仓: Schwab Fndmn Intl Lrg Co ETF (FNDF) — 股数 +13.06%; 加仓: Schwab Fndmntl Em Mrk Eq ETF (FNDE) — 股数 +36.21%; 加仓: Avantis International Equity (AVDE) — 股数 +20.34%; 加仓: Dimensional US Core Equity M (DFAU) — 股数 +27.90%
CVA Family Office, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，CVA Family Office, LLC 的主要板块分布如下： • Information Technology: 37.7% • Financials: 13.7% • Communication Services: 13.0% • Health Care: 9.2% • Consumer Discretionary: 8.8% • Consumer Staples: 7.5%