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CENTRAL VALLEY ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CENTRAL VALLEY ADVISORS, LLC
报告期 2026-03-31 · CIK 0002010698
持仓数
187
前50大市值合计
$283.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 36
增持 38
减持 32
清仓 44
方向
标的
Δ市值
现股数(环比)
增持
UNH
UNITEDHEALTH GROUP INC
-$36.4M
3,514
+1%
清仓
NJUN
INNOVATOR ETFS TRUST
-$8.5M
0
-100%
减持
UMAR
INNOVATOR ETFS TRUST
-$8.0M
25,024
-90%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$5.2M
9,043
-92%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$5.1M
0
-100%
增持
—
NXP SEMICONDUCTORS N V
-$1.8M
7,581
+6%
建仓
UAUG
INNOVATOR ETFS TRUST
+$1.6M
46,523
增持
USEP
INNOVATOR ETFS TRUST
+$1.5M
59,888
+112%
减持
INTC
INTEL CORP
-$1.5M
12,206
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
10,226
+1%
减持
QQQ
INVESCO QQQ TR
-$1.4M
3,721
-4%
增持
IWM
ISHARES TR
+$1.3M
49,732
+5%
减持
UAPR
INNOVATOR ETFS TRUST
-$1.2M
23,924
-13%
减持
AAPL
APPLE INC
+$1.1M
59,807
-1%
清仓
MDLZ
MONDELEZ INTL INC
-$1.1M
0
-100%
建仓
TSLA
TESLA INC
+$1.1M
4,147
清仓
NSC
NORFOLK SOUTHN CORP
-$1.0M
0
-100%
增持
HD
HOME DEPOT INC
+$885.2K
10,002
+0%
减持
IWF
ISHARES TR
+$884.5K
24,762
-0%
清仓
SDY
SPDR SER TR
-$860.4K
0
-100%
清仓
EFA
ISHARES TR
-$838.8K
0
-100%
增持
UOCT
INNOVATOR ETFS TRUST
+$833.3K
29,550
+47%
减持
MSFT
MICROSOFT CORP
+$691.1K
19,875
-0%
建仓
NHC
NATIONAL HEALTHCARE CORP
+$673.1K
5,352
增持
EW
EDWARDS LIFESCIENCES CORP
-$632.9K
15,494
+8%
建仓
VIS
VANGUARD WORLD FD
+$581.3K
2,235
清仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$580.6K
0
-100%
清仓
FUTY
FIDELITY COVINGTON TRUST
-$579.0K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$564.3K
0
-100%
清仓
TJX
TJX COS INC NEW
-$542.6K
0
-100%
清仓
SBIO
ALPS ETF TR
-$536.4K
0
-100%
减持
IWD
ISHARES TR
+$534.2K
27,691
-0%
减持
WM
WASTE MGMT INC DEL
+$531.3K
5,710
-1%
清仓
DRI
DARDEN RESTAURANTS INC
-$518.6K
0
-100%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$517.3K
9,897
-6%
建仓
ORCL
ORACLE CORP
+$509.5K
2,990
建仓
DHR
DANAHER CORPORATION
+$502.4K
1,807
增持
IYF
ISHARES TR
+$500.7K
7,367
+15%
建仓
QLD
PROSHARES TR
+$483.4K
4,800
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$479.3K
1,732
增持
UJUL
INNOVATOR ETFS TRUST
+$476.2K
24,453
+1606%
增持
—
STERIS PLC
-$464.1K
5,573
+3%
建仓
UPS
UNITED PARCEL SERVICE INC
+$446.2K
3,273
减持
VZ
VERIZON COMMUNICATIONS INC
-$439.8K
10,536
-10%
建仓
NHI
NATIONAL HEALTH INVS INC
+$435.5K
5,181
建仓
TRV
TRAVELERS COMPANIES INC
+$428.5K
1,830
清仓
F
FORD MTR CO DEL
-$427.9K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$393.5K
1,780
建仓
—
JOHNSON CTLS INTL PLC
+$389.4K
5,018
减持
IYH
ISHARES TR
+$389.1K
9,111
-1%
增持
—
MEDTRONIC PLC
-$385.1K
14,777
+4%
建仓
BAUG
INNOVATOR ETFS TRUST
+$366.8K
8,574
清仓
XLP
SELECT SECTOR SPDR TR
-$365.3K
0
-100%
增持
HAL
HALLIBURTON CO
-$364.7K
48,938
+9%
增持
MRK
MERCK & CO INC
-$364.1K
17,414
+3%
减持
DGRW
WISDOMTREE TR
+$355.9K
18,186
-4%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$347.9K
3,026
清仓
HRL
HORMEL FOODS CORP
-$346.0K
0
-100%
增持
WMT
WALMART INC
+$343.2K
38,891
+1%
增持
—
CHUBB LIMITED
+$330.0K
7,620
+4%
增持
IQV
IQVIA HLDGS INC
-$329.4K
6,120
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$327.8K
23,102
+1%
增持
UNP
UNION PAC CORP
-$324.6K
8,508
+1%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$321.8K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$320.4K
1,845
建仓
HON
HONEYWELL INTL INC
+$320.4K
1,550
建仓
ECL
ECOLAB INC
+$319.2K
1,250
清仓
FAST
FASTENAL CO
-$319.1K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$316.7K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$315.6K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$315.5K
598
增持
AVGO
BROADCOM INC
+$312.7K
22,508
+907%
清仓
HPQ
HP INC
-$308.8K
0
-100%
建仓
BFEB
INNOVATOR ETFS TRUST
+$308.0K
7,341
建仓
PNOV
INNOVATOR ETFS TRUST
+$304.3K
8,243
清仓
PCG
PG&E CORP
-$299.3K
0
-100%
减持
MCD
MCDONALDS CORP
+$291.1K
3,707
-3%
清仓
SJM
SMUCKER J M CO
-$286.7K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$284.6K
6,373
+2%
清仓
IYJ
ISHARES TR
-$274.1K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$272.0K
1,205
清仓
PFE
PFIZER INC
-$268.2K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$262.2K
967
清仓
VBK
VANGUARD INDEX FDS
-$259.7K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$259.1K
0
-100%
清仓
FDX
FEDEX CORP
-$258.7K
0
-100%
增持
GOOG
ALPHABET INC
+$257.9K
6,361
+0%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$254.9K
0
-100%
清仓
PLD
PROLOGIS INC.
-$254.5K
0
-100%
清仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$254.3K
0
-100%
清仓
ZTS
ZOETIS INC
-$253.8K
0
-100%
清仓
ADSK
AUTODESK INC
-$253.5K
0
-100%
减持
BAC
BANK AMERICA CORP
-$253.3K
29,824
-4%
清仓
AME
AMETEK INC
-$251.6K
0
-100%
建仓
O
REALTY INCOME CORP
+$251.4K
3,964
增持
FISV
FISERV INC
+$250.8K
11,267
+1%
清仓
KWR
QUAKER HOUGHTON
-$250.4K
0
-100%
清仓
CAR
AVIS BUDGET GROUP
-$250.0K
0
-100%
清仓
—
MONDAY COM LTD
-$250.0K
0
-100%
清仓
ABAT
AMERICAN BATTERY TECHNOLOGY
-$250.0K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$249.3K
1,752
建仓
IYW
ISHARES TR
+$247.7K
1,634
建仓
UJAN
INNOVATOR ETFS TRUST
+$246.1K
6,467
清仓
IWR
ISHARES TR
-$243.6K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$241.0K
851
清仓
IWN
ISHARES TR
-$240.1K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$239.7K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$238.7K
0
-100%
建仓
IYE
ISHARES TR
+$233.7K
5,043
清仓
KD
KYNDRYL HLDGS INC
-$228.3K
0
-100%
建仓
BMAY
INNOVATOR ETFS TRUST
+$226.5K
5,739
建仓
CLX
CLOROX CO DEL
+$221.8K
1,362
建仓
DE
DEERE & CO
+$218.5K
524
建仓
KXI
ISHARES TR
+$217.4K
3,307
清仓
EL
LAUDER ESTEE COS INC
-$215.6K
0
-100%
建仓
XNTK
SPDR SER TR
+$214.9K
1,088
减持
LOW
LOWES COS INC
-$214.7K
832
-11%
建仓
AMAT
APPLIED MATLS INC
+$210.1K
1,040
建仓
MPC
MARATHON PETE CORP
+$208.4K
1,279
清仓
SRVR
PACER FDS TR
-$202.6K
0
-100%
减持
UMAY
INNOVATOR ETFS TRUST
+$187.4K
17,755
-0%
减持
UNOV
INNOVATOR ETFS TRUST
+$186.8K
15,561
-26%
增持
NVDA
NVIDIA CORPORATION
-$183.6K
27,291
+4%
增持
GOOGL
ALPHABET INC
-$178.5K
19,110
+4%
增持
CME
CME GROUP INC
+$168.0K
6,886
+3%
减持
COST
COSTCO WHSL CORP NEW
+$163.8K
3,650
-4%
增持
FANG
DIAMONDBACK ENERGY INC
-$162.7K
9,746
+6%
增持
META
META PLATFORMS INC
+$161.9K
5,714
+0%
增持
CVX
CHEVRON CORP NEW
+$161.3K
6,910
+3%
增持
—
EATON CORP PLC
+$158.8K
7,998
+1%
减持
SBUX
STARBUCKS CORP
+$151.3K
4,143
-2%
减持
PG
PROCTER AND GAMBLE CO
-$149.6K
6,222
-0%
减持
NKE
NIKE INC
-$142.6K
3,606
-11%
增持
CRM
SALESFORCE INC
-$127.3K
6,430
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$119.5K
11,155
+2%
减持
BA
BOEING CO
-$114.8K
2,280
-11%
减持
ROBO
EXCHANGE TRADED CONCEPTS TRU
-$107.9K
3,613
-21%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$101.1K
6,844
-9%
增持
AMZN
AMAZON COM INC
-$92.0K
22,914
+2%
增持
—
TRANE TECHNOLOGIES PLC
+$83.8K
6,935
+1%
增持
SPGI
S&P GLOBAL INC
+$83.8K
3,215
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$74.4K
1,122
+0%
增持
V
VISA INC
-$72.4K
10,933
+2%
增持
KO
COCA COLA CO
+$69.0K
4,620
+9%
减持
JNJ
JOHNSON & JOHNSON
+$64.5K
5,124
-2%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$64.0K
49,616
-0%
减持
CL
COLGATE PALMOLIVE CO
+$61.7K
3,026
-0%
减持
CSCO
CISCO SYS INC
+$58.9K
6,901
-1%
减持
ABBV
ABBVIE INC
+$54.0K
2,100
-0%
减持
DIS
DISNEY WALT CO
+$53.8K
5,994
-6%
