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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 112 项
建仓 16
增持 58
减持 37
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$8.8M
522,411
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$8.8M
527,205
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$8.5M
44,274
-91%
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
—
INVESCO EXCH TRD SLF IDX FD
-$8.5M
39,799
-91%
建仓
BSMV
INVESCO EXCH TRD SLF IDX FD
+$4.0M
188,060
建仓
BSMU
INVESCO EXCH TRD SLF IDX FD
+$3.9M
180,094
减持
—
INVESCO EXCH TRD SLF IDX FD
-$3.9M
17,815
-90%
减持
BSMQ
INVESCO EXCH TRD SLF IDX FD
-$3.9M
18,499
-90%
增持
AAPL
APPLE INC
+$3.2M
51,893
+7%
增持
MCD
MCDONALDS CORP
+$1.9M
8,899
+241%
清仓
NKE
NIKE INC
-$1.8M
0
-100%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.5M
136,633
+0%
增持
GOOGL
ALPHABET INC
+$1.4M
19,260
+4%
增持
MSFT
MICROSOFT CORP
+$1.3M
18,636
+11%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
37,976
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
21,035
+1%
减持
NEM
NEWMONT CORP
+$963.0K
36,979
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$920.1K
21,420
+6%
增持
UJUL
INNOVATOR ETFS TRUST
+$824.5K
52,235
+65%
减持
IWF
ISHARES TR
+$711.3K
16,460
-0%
增持
USEP
INNOVATOR ETFS TRUST
+$689.5K
72,551
+26%
建仓
ZJUL
INNOVATOR ETFS TRUST
+$638.4K
22,222
建仓
ZAUG
INNOVATOR ETFS TRUST
+$637.5K
24,093
建仓
ZSEP
INNOVATOR ETFS TRUST
+$630.9K
23,815
增持
UOCT
INNOVATOR ETFS TRUST
+$630.2K
61,771
+30%
建仓
ZOCT
INNOVATOR ETFS TRUST
+$627.0K
23,591
增持
GOOG
ALPHABET INC
+$599.8K
5,801
+27%
增持
FSLR
FIRST SOLAR INC
+$596.8K
10,537
+1%
增持
TSLA
TESLA INC
+$588.5K
4,007
+7%
增持
UAUG
INNOVATOR ETFS TRUST
+$581.9K
53,333
+32%
增持
QBUF
INNOVATOR ETFS TRUST
+$513.1K
395,040
+1%
增持
ZALT
INNOVATOR ETFS TRUST
+$492.2K
426,490
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$459.3K
4,165
+89%
增持
BAC
BANK AMERICA CORP
+$374.1K
30,889
+20%
增持
MO
ALTRIA GROUP INC
+$365.9K
31,508
+8%
建仓
GEV
GE VERNOVA INC
+$351.7K
572
减持
HD
HOME DEPOT INC
+$338.3K
8,941
-0%
减持
CRM
SALESFORCE INC
-$331.1K
7,704
-3%
增持
GE
GE AEROSPACE
+$313.8K
2,335
+55%
增持
AVGO
BROADCOM INC
+$293.4K
5,372
+0%
增持
RGLD
ROYAL GOLD INC
+$280.1K
8,126
+7%
建仓
SCHW
SCHWAB CHARLES CORP
+$270.9K
2,838
增持
BALT
INNOVATOR ETFS TRUST
+$266.2K
314,840
+0%
建仓
FIX
COMFORT SYS USA INC
+$261.6K
317
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$255.5K
6,090
增持
ES
EVERSOURCE ENERGY
+$248.0K
24,436
+4%
增持
CVX
CHEVRON CORP NEW
+$242.6K
16,461
+2%
减持
COST
COSTCO WHSL CORP NEW
-$239.0K
2,239
-4%
增持
RIO
RIO TINTO PLC
+$235.0K
26,741
+2%
增持
ORCL
ORACLE CORP
+$214.4K
2,066
+23%
建仓
SPYG
SPDR SERIES TRUST
+$209.6K
2,006
建仓
VO
VANGUARD INDEX FDS
+$207.7K
707
建仓
C
CITIGROUP INC
+$202.0K
1,990
增持
PAGP
PLAINS GP HLDGS L P
-$198.5K
169,628
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$187.1K
12,140
-0%
减持
WMT
WALMART INC
+$174.8K
33,609
-0%
增持
MRK
MERCK & CO INC
+$169.4K
23,863
+3%
增持
JNJ
JOHNSON & JOHNSON
+$166.6K
3,630
+9%
建仓
F
FORD MTR CO
+$164.4K
13,743
增持
BA
BOEING CO
+$148.7K
2,244
+40%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$148.3K
510,582
+1%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$145.6K
470,699
+1%
减持
QQQ
INVESCO QQQ TR
+$145.1K
3,226
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$144.9K
1,116
-45%
减持
UDEC
INNOVATOR ETFS TRUST
+$143.3K
78,121
-0%
减持
V
VISA INC
-$134.2K
9,596
-0%
增持
MU
MICRON TECHNOLOGY INC
+$133.1K
2,789
+3%
增持
NFLX
NETFLIX INC
-$126.3K
1,436
+4%
减持
UNH
UNITEDHEALTH GROUP INC
+$119.6K
3,839
-1%
减持
—
TRANE TECHNOLOGIES PLC
-$116.5K
7,409
-0%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$114.1K
485,093
+1%
增持
CAT
CATERPILLAR INC
+$113.1K
1,032
+6%
减持
IWD
ISHARES TR
+$109.8K
12,915
-0%
减持
PG
PROCTER AND GAMBLE CO
-$109.2K
3,813
-13%
增持
BSMT
INVESCO EXCH TRD SLF IDX FD
+$105.3K
189,886
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$100.0K
58,521
+5%
增持
—
EXXON MOBIL CORP
+$89.7K
6,724
+8%
减持
UMAR
INNOVATOR ETFS TRUST
+$88.7K
68,711
-0%
增持
ABBV
ABBVIE INC
+$87.3K
1,880
+0%
增持
IYH
ISHARES TR
+$81.0K
10,143
+11%
增持
IWM
ISHARES TR
+$78.8K
2,997
+0%
减持
UFEB
INNOVATOR ETFS TRUST
+$77.4K
57,407
-0%
减持
DGRW
WISDOMTREE TR
+$73.3K
15,153
-0%
增持
BSMS
INVESCO EXCH TRD SLF IDX FD
+$66.6K
186,701
+1%
增持
BSMR
INVESCO EXCH TRD SLF IDX FD
+$63.3K
184,059
+1%
增持
—
AMCOR PLC
-$62.2K
160,673
+7%
减持
—
CHUBB LIMITED
-$62.1K
7,815
-0%
减持
UJAN
INNOVATOR ETFS TRUST
+$55.6K
37,717
-0%
减持
UMAY
INNOVATOR ETFS TRUST
+$54.0K
55,422
-0%
减持
UAPR
INNOVATOR ETFS TRUST
+$53.6K
72,774
-0%
减持
WM
WASTE MGMT INC DEL
-$52.8K
2,779
-5%
减持
UJUN
INNOVATOR ETFS TRUST
+$50.6K
54,244
-0%
增持
BLK
BLACKROCK INC
+$42.9K
359
+0%
增持
AMZN
AMAZON COM INC
+$41.3K
21,186
+1%
减持
UNP
UNION PAC CORP
+$38.9K
8,776
-1%
增持
DIS
DISNEY WALT CO
-$34.0K
3,638
+0%
减持
META
META PLATFORMS INC
-$32.9K
5,897
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$32.2K
8,112
+8%
增持
ENOV
ENOVIS CORPORATION
+$28.1K
60,227
+5%
增持
HON
HONEYWELL INTL INC
-$25.7K
1,409
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$25.0K
1,697
-1%
增持
KO
COCA COLA CO
-$15.4K
4,135
+1%
减持
—
EATON CORP PLC
+$12.3K
731
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$11.5K
733
-0%
增持
TRV
TRAVELERS COMPANIES INC
+$10.2K
836
+0%
减持
BMAY
INNOVATOR ETFS TRUST
+$6.3K
5,670
-1%
增持
T
AT&T INC
-$5.7K
11,149
+1%
增持
CSCO
CISCO SYS INC
-$4.3K
6,329
+0%
增持
ABT
ABBOTT LABS
-$4.3K
2,723
+0%
减持
PEP
PEPSICO INC
-$3.4K
1,464
-8%
减持
SPY
SPDR S&P 500 ETF TR
+$2.9K
8,688
-7%
减持
XLC
SELECT SECTOR SPDR TR
-$325
1,886
-8%
