Bolthouse Investments, LLC
Bakersfield CA · SEC CIK 0001567013
$1.11亿2026Q1 申报市值
70持仓数
60.2%前十大占比 · 第一大 15.2%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DGRO 新建仓+$57.65万
SPY 加仓+$32.71万
EEM 加仓+$23.78万
XLE 新建仓+$22.05万
GEV 新建仓+$21.56万
2026Q1 卖出最多 按季末市值估算
PRIM 减仓-$71.52万
MS 清仓-$67.20万
EFAV 清仓-$27.77万
JPST 减仓-$21.26万
PIZ 清仓-$20.52万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -3,785 | -100.0% | -$67.20万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -3,220 | -100.0% | -$27.77万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PIZ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,190 | -100.0% | -$20.52万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -357 | -100.0% | -$20.38万 | 清仓 |
| F | FORD MTR CO | $11.78万 | 0.11% | 10,209 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $21.35万 | 0.19% | 1,077 | 0 | 0.0% | — | 重新持有 |
| GEV | GE VERNOVA INC | $21.56万 | 0.19% | 247 | 247 | — | $21.56万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $22.05万 | 0.20% | 3,600 | 3,600 | — | $22.05万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $22.80万 | 0.21% | 547 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $23.87万 | 0.22% | 550 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $23.91万 | 0.22% | 1,520 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $24.91万 | 0.23% | 1,436 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $25.26万 | 0.23% | 1,625 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $25.33万 | 0.23% | 771 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $26.41万 | 0.24% | 4,317 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $26.76万 | 0.24% | 989 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $27.67万 | 0.25% | 391 | 0 | 0.0% | — | 不变 |
| TUSI | TOUCHSTONE ETF TRUST | $32.18万 | 0.29% | 12,709 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.18万 | 0.31% | 1,410 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $34.38万 | 0.31% | 1,496 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $34.49万 | 0.31% | 1,411 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.06万 | 0.32% | 1,827 | -388 | -17.5% | -$7.45万 | 减仓 |
| MRK | MERCK & CO INC | $38.51万 | 0.35% | 3,202 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $40.61万 | 0.37% | 2,770 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $41.30万 | 0.37% | 5,431 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $43.30万 | 0.39% | 3,484 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $44.24万 | 0.40% | 481 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $44.45万 | 0.40% | 2,862 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $44.79万 | 0.40% | 3,101 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $48.50万 | 0.44% | 2,230 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $49.44万 | 0.45% | 1,330 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $50.82万 | 0.46% | 902 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $51.18万 | 0.46% | 1,556 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $52.32万 | 0.47% | 6,743 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $56.27万 | 0.51% | 1,135 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $56.71万 | 0.51% | 10,737 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $57.61万 | 0.52% | 1,007 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $57.65万 | 0.52% | 8,214 | 8,214 | — | $57.65万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $61.36万 | 0.55% | 2,138 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $61.50万 | 0.56% | 727 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $65.09万 | 0.59% | 1,850 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $66.48万 | 0.60% | 1,100 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $66.82万 | 0.60% | 2,050 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $71.54万 | 0.65% | 3,165 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $78.38万 | 0.71% | 2,522 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $81.45万 | 0.74% | 17,842 | 404 | 2.3% | $1.84万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $81.88万 | 0.74% | 7,975 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $82.72万 | 0.75% | 3,846 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $88.94万 | 0.80% | 11,820 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $89.16万 | 0.81% | 9,600 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $93.59万 | 0.85% | 5,516 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $93.80万 | 0.85% | 3,270 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $107.72万 | 0.97% | 5,584 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $116.35万 | 1.05% | 60,005 | 622 | 1.0% | $1.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $131.08万 | 1.19% | 6,336 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $143.14万 | 1.29% | 6,873 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $163.02万 | 1.47% | 1,636 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $182.14万 | 1.65% | 3,801 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $185.80万 | 1.68% | 36,445 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $186.98万 | 1.69% | 47,421 | 3,250 | 7.4% | $12.81万 | 加仓 |
| IVV | ISHARES TR | $194.79万 | 1.76% | 2,982 | -10 | -0.3% | -$6,532 | 减仓 |
| NVDA | NVIDIA CORPORATION | $198.75万 | 1.80% | 11,396 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $220.22万 | 1.99% | 7,286 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $240.22万 | 2.17% | 42,300 | 4,187 | 11.0% | $23.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $258.93万 | 2.34% | 8,802 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $263.16万 | 2.38% | 51,998 | -4,200 | -7.5% | -$21.26万 | 减仓 |
| GOOGL | ALPHABET INC | $309.07万 | 2.79% | 10,748 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $355.32万 | 3.21% | 11,480 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $420.72万 | 3.80% | 11,365 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $568.64万 | 5.14% | 22,406 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $770.45万 | 6.96% | 79,321 | 400 | 0.5% | $3.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $956.46万 | 8.65% | 14,707 | 503 | 3.5% | $32.71万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $1,072.80万 | 9.70% | 75,000 | -5,000 | -6.2% | -$71.52万 | 减仓 |
| TCBK | TRICO BANCSHARES | $1,681.58万 | 15.20% | 353,718 | 0 | 0.0% | — | 不变 |