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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 41
增持 70
减持 35
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VO
VANGUARD INDEX FDS
+$12.7M
44,952
+6258%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
6,858
+404%
减持
JPM
JPMORGAN CHASE & CO
-$2.4M
14,519
-30%
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
MRK
MERCK & CO INC
-$2.3M
2,643
-89%
建仓
TRN
TRINITY INDS INC
+$2.2M
68,371
建仓
—
AMCOR PLC
+$2.2M
54,600
清仓
ENOV
ENOVIS CORPORATION
-$1.7M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.6M
19,630
+7%
增持
CVX
CHEVRON CORPORATION
+$1.5M
20,004
+15%
清仓
—
AMCOR PLC
-$1.5M
0
-100%
减持
V
VISA INC
-$1.3M
6,454
-31%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$1.3M
637,269
+15%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$1.2M
638,344
+15%
减持
—
TRANE TECHNOLOGIES PLC
-$1.2M
3,742
-47%
减持
CRM
SALESFORCE INC
-$1.1M
4,668
-37%
减持
HD
HOME DEPOT INC
-$1.0M
5,887
-32%
减持
—
CHUBB LTD SWITZ
-$988.2K
4,156
-45%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$954.3K
5,947
-49%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$939.9K
78,020
+24%
增持
PAGP
PLAINS GP HLDGS L P
+$932.2K
175,796
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$903.7K
10,850
+182%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$888.0K
541,660
+10%
建仓
CLX
CLOROX CO DEL
+$868.0K
8,377
增持
NFLX
NETFLIX INC.
+$861.3K
24,582
+53%
增持
MO
ALTRIA GROUP INC
+$803.8K
41,396
+24%
减持
IWF
ISHARES TR
-$776.4K
15,978
-0%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$734.8K
578,153
+8%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$731.7K
550,755
+8%
减持
UNP
UNION PAC CORP
-$702.9K
5,095
-39%
增持
QBUF
INNOVATOR ETFS TRUST
+$691.5K
427,688
+6%
建仓
VTV
VANGUARD INDEX FDS
+$654.8K
3,337
减持
UNH
UNITEDHEALTH GROUP INC
-$652.2K
2,113
-43%
增持
COST
COSTCO WHOLESALE CORPORATION
+$648.5K
2,602
+15%
增持
RGLD
ROYAL GOLD INC
+$630.3K
10,088
+16%
建仓
SMH
VANECK ETF TRUST
+$599.2K
1,562
建仓
SDY
SPDR SERIES TRUST
+$592.3K
4,060
建仓
DFAC
DIMENSIONAL ETF TRUST
+$575.6K
14,813
增持
RIO
RIO TINTO PLC
+$574.8K
30,112
+8%
减持
WMT
WALMART INC
-$561.5K
24,529
-24%
建仓
VUSB
VANGUARD BD INDEX FDS
+$559.6K
11,242
增持
ES
EVERSOURCE ENERGY
+$556.6K
33,493
+28%
建仓
AGG
ISHARES TR
+$555.7K
5,601
建仓
IEFA
ISHARES TR
+$515.3K
5,692
建仓
EFA
ISHARES TR
+$500.2K
5,149
建仓
IUSV
ISHARES TR
+$479.9K
4,694
建仓
VDE
VANGUARD WORLD FD
+$473.8K
2,736
建仓
VGT
VANGUARD WORLD FD
+$458.3K
657
建仓
ARTY
ISHARES TR
+$438.7K
9,428
建仓
IUSG
ISHARES TR
+$431.3K
2,781
增持
NEM
NEWMONT CORP
+$431.1K
38,350
+3%
增持
—
EXXON MOBIL CORP
+$418.2K
7,242
+8%
建仓
IVV
ISHARES TR
+$405.4K
620
增持
VOO
VANGUARD INDEX FDS
+$392.5K
22,713
+8%
建仓
HDV
ISHARES TR
+$388.4K
2,862
清仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
-$387.6K
0
-100%
建仓
GLD
SPDR GOLD TR
+$385.5K
896
增持
T
AT&T INC
+$385.2K
23,144
+101%
增持
FSLR
FIRST SOLAR INC
-$379.4K
12,301
+15%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$372.1K
23,821
-44%
增持
MCD
MCDONALDS CORP
+$364.4K
10,252
+11%
建仓
IJH
ISHARES TR
+$361.8K
5,358
增持
AAPL
APPLE INC
+$355.3K
57,537
+10%
建仓
VPU
VANGUARD WORLD FD
+$350.8K
1,770
减持
BSMR
INVESCO EXCH TRD SLF IDX FD
-$350.4K
169,534
-8%
增持
GOOGL
ALPHABET INC
-$349.7K
19,815
+3%
减持
BSMT
INVESCO EXCH TRD SLF IDX FD
-$339.7K
176,473
-7%
减持
BSMS
INVESCO EXCH TRD SLF IDX FD
-$334.3K
173,875
-7%
增持
UMAR
INNOVATOR ETFS TRUST
+$329.9K
77,095
+13%
清仓
IYW
ISHARES TR
-$326.3K
0
-100%
增持
META
META PLATFORMS INC
-$323.8K
6,343
+6%
增持
UFEB
INNOVATOR ETFS TRUST
+$318.6K
66,922
+17%
建仓
LMT
LOCKHEED MARTIN CORP
+$314.9K
521
建仓
BSCW
INVESCO EXCH TRD SLF IDX FD
+$307.0K
14,914
增持
UAPR
INNOVATOR ETFS TRUST
+$303.5K
80,544
+11%
建仓
IGSB
ISHARES TR
+$287.3K
5,465
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$284.3K
4,856
增持
AVGO
BROADCOM INC
+$278.9K
6,904
+29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$278.5K
12,142
+49%
建仓
INTC
INTEL CORP
+$273.5K
6,197
建仓
WFC
WELLS FARGO & CO
+$256.7K
3,224
建仓
IAU
ISHARES GOLD TR
+$251.3K
2,850
建仓
GILD
GILEAD SCIENCES INC
+$245.8K
1,764
建仓
VUG
VANGUARD INDEX FDS
+$243.3K
556
建仓
USIG
ISHARES TR
+$239.6K
4,677
建仓
SWX
SOUTHWEST GAS HLDGS INC
+$232.4K
2,674
增持
TSLA
TESLA INC
-$231.0K
4,226
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$223.9K
2,999
+77%
建仓
RTX
RTX CORPORATION
+$223.5K
1,159
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$223.0K
3,480
增持
CSCO
CISCO SYS INC
+$219.4K
9,152
+44%
建仓
FIX
COMFORT SYS USA INC
+$219.3K
159
建仓
MPC
MARATHON PETE CORP
+$219.0K
897
建仓
ICSH
ISHARES TR
+$218.8K
4,323
建仓
GBIL
GOLDMAN SACHS ETF TR
+$214.9K
2,145
增持
GOOG
ALPHABET INC
+$211.1K
6,688
+23%
建仓
IEMG
ISHARES INC
+$207.3K
2,972
建仓
PFE
PFIZER INC
+$203.5K
7,247
建仓
OEF
ISHARES TR
+$200.5K
631
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$199.6K
139,356
+1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$193.9K
8,632
+1%
增持
GEV
GE VERNOVA INC
+$187.6K
644
+13%
增持
IWD
ISHARES TR
+$152.6K
13,325
+4%
增持
ZFEB
INNOVATOR ETFS TRUST
+$150.2K
25,799
+30%
增持
ZALT
INNOVATOR ETFS TRUST
+$140.1K
437,158
+1%
减持
QQQ
INVESCO QQQ TR
-$135.2K
3,061
-1%
增持
BA
BOEING CO
+$135.1K
3,021
+41%
增持
MU
MICRON TECHNOLOGY INC
+$134.9K
2,398
+1%
减持
CAT
CATERPILLAR INC
+$131.3K
977
-0%
增持
KO
COCA COLA CO
+$123.6K
5,501
+30%
减持
JNJ
JOHNSON & JOHNSON
+$117.7K
4,100
-4%
减持
UNOV
INNOVATOR ETFS TRUST
-$110.6K
80,984
-2%
增持
IYH
ISHARES TR
+$109.4K
13,258
+22%
增持
AMZN
AMAZON COM INC
+$107.6K
24,321
+13%
增持
AMAT
APPLIED MATLS INC
+$104.3K
1,001
+8%
减持
BSMV
INVESCO EXCH TRD SLF IDX FD
-$103.9K
188,576
-1%
减持
BALT
INNOVATOR ETFS TRUST
-$102.1K
315,953
-1%
增持
DE
DEERE & CO
+$101.2K
616
+17%
减持
UOCT
INNOVATOR ETFS TRUST
-$96.8K
60,918
-2%
增持
PEP
PEPSICO INC
+$93.3K
1,985
+33%
减持
BSMU
INVESCO EXCH TRD SLF IDX FD
-$90.9K
180,723
-1%
增持
ZMAR
INNOVATOR ETFS TRUST
+$90.5K
24,053
+15%
减持
DGRW
WISDOMTREE TR
-$78.8K
14,550
-4%
减持
UDEC
INNOVATOR ETFS TRUST
-$77.2K
91,348
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$73.6K
383
+34%
减持
HACK
AMPLIFY ETF TR
-$71.2K
2,835
-20%
减持
ABT
ABBOTT LABORATORIES
-$71.2K
2,437
-5%
增持
HON
HONEYWELL INTL INC
+$69.8K
1,524
+8%
增持
ZAPR
INNOVATOR ETFS TRUST
+$68.4K
27,163
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$63.5K
1,302
+5%
增持
PM
PHILIP MORRIS INTL INC
+$61.1K
1,792
+22%
增持
LLY
ELI LILLY & CO
+$60.2K
311
+48%
增持
IYF
ISHARES TR
+$58.0K
5,271
+21%
减持
USEP
INNOVATOR ETFS TRUST
-$54.9K
72,372
-0%
减持
IXN
ISHARES TR
-$53.5K
7,699
-2%
增持
PG
PROCTER & GAMBLE CO
+$52.3K
4,307
+8%
增持
ZOCT
INNOVATOR ETFS TRUST
+$48.1K
25,466
+8%
增持
BLK
BLACKROCK INC
+$45.4K
447
+25%
增持
C
CITIGROUP INC
+$45.2K
2,525
+22%
减持
UJUL
INNOVATOR ETFS TRUST
-$38.3K
51,854
-1%
减持
—
JOHNSON CONTROLS INTERNATION
+$35.0K
3,200
-0%
减持
UAUG
INNOVATOR ETFS TRUST
-$34.7K
53,232
-0%
增持
UJAN
INNOVATOR ETFS TRUST
-$32.4K
48,267
+0%
增持
KXI
ISHARES TR
+$30.8K
3,650
+10%
增持
ORCL
ORACLE CORP
+$30.1K
2,305
+45%
减持
IYJ
ISHARES TR
-$26.9K
4,119
-4%
增持
ZJAN
INNOVATOR ETFS TRUST
+$24.9K
24,159
+4%
减持
—
EATON CORP PLC
+$24.8K
714
-1%
增持
TLRY
TILRAY BRANDS INC
-$23.5K
14,605
+12%
增持
DIS
DISNEY WALT CO
-$20.0K
4,004
+12%
增持
NVDA
NVIDIA CORPORATION
+$20.0K
40,450
+7%
