CENTRAL VALLEY ADVISORS, LLC
SACRAMENTO CA · SEC CIK 0002010698
$3.66亿2026Q1 申报市值
187持仓数
34.1%前十大占比 · 第一大 4.0%
40 / 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
VO 加仓+$1,270.63万
BRK/B 加仓+$263.42万
TRN 新建仓+$220.02万
AMCR 新建仓+$217.04万
BSCU 加仓+$140.85万
2026Q1 卖出最多 按季末市值估算
MRK 减仓-$268.25万
JPM 减仓-$180.83万
ENOV 清仓-$169.53万
AMCOR PLC 清仓-$147.88万
TT 减仓-$140.03万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $64.00万 | 0.17% | 24,035 | -58 | -0.2% | -$1,544 | 减仓 |
| — | INNOVATOR ETFS TRUST | $64.44万 | 0.18% | 22,167 | -55 | -0.2% | -$1,599 | 减仓 |
| — | INNOVATOR ETFS TRUST | $65.18万 | 0.18% | 24,216 | -78 | -0.3% | -$2,099 | 减仓 |
| VTV | VANGUARD INDEX FDS | $65.48万 | 0.18% | 3,337 | 3,337 | — | $65.48万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $65.50万 | 0.18% | 25,799 | 5,907 | 29.7% | $15.00万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $65.80万 | 0.18% | 25,696 | -87 | -0.3% | -$2,228 | 减仓 |
| — | INNOVATOR ETFS TRUST | $65.86万 | 0.18% | 24,159 | 1,000 | 4.3% | $2.73万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $66.35万 | 0.18% | 24,053 | 3,212 | 15.4% | $8.86万 | 加仓 |
| T | AT&T INC | $67.09万 | 0.18% | 23,144 | 11,641 | 101.2% | $33.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $68.12万 | 0.19% | 25,466 | 1,875 | 7.9% | $5.02万 | 加仓 |
| CAT | CATERPILLAR INC | $69.22万 | 0.19% | 977 | -2 | -0.2% | -$1,417 | 减仓 |
| — | INNOVATOR ETFS TRUST | $70.90万 | 0.19% | 27,163 | 2,314 | 9.3% | $6.04万 | 加仓 |
| CSCO | CISCO SYS INC | $71.01万 | 0.19% | 9,152 | 2,782 | 43.7% | $21.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $72.66万 | 0.20% | 2,999 | 1,302 | 76.7% | $31.54万 | 加仓 |
| GE | GE AEROSPACE | $73.06万 | 0.20% | 2,575 | 241 | 10.3% | $6.84万 | 加仓 |
| IXN | ISHARES TR | $76.97万 | 0.21% | 7,699 | -141 | -1.8% | -$1.41万 | 减仓 |
| — | PROSHARES TR | $80.62万 | 0.22% | 16,332 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $81.01万 | 0.22% | 2,398 | 32 | 1.4% | $1.08万 | 加仓 |
| IYH | ISHARES TR | $81.73万 | 0.22% | 13,258 | 2,384 | 21.9% | $14.70万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $85.47万 | 0.23% | 5,352 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $86.80万 | 0.24% | 8,377 | 8,377 | — | $86.80万 | 新建仓 |
| CRM | SALESFORCE INC | $87.16万 | 0.24% | 4,668 | -2,764 | -37.2% | -$51.61万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $93.56万 | 0.26% | 5,947 | -5,721 | -49.0% | -$90.00万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $100.24万 | 0.27% | 4,100 | -175 | -4.1% | -$4.28万 | 减仓 |
| — | EXXON MOBIL CORP | $122.86万 | 0.34% | 7,242 | 508 | 7.5% | $8.62万 | 加仓 |
| UNP | UNION PAC CORP | $123.63万 | 0.34% | 5,095 | -3,287 | -39.2% | -$79.76万 | 减仓 |
| DGRW | WISDOMTREE TR | $127.81万 | 0.35% | 14,550 | -623 | -4.1% | -$5.47万 | 减仓 |
| CB | CHUBB LTD SWITZ | $135.50万 | 0.37% | 4,156 | -3,350 | -44.6% | -$109.22万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $155.95万 | 0.43% | 3,742 | -3,360 | -47.3% | -$140.03万 | 减仓 |
| TSLA | TESLA INC | $157.10万 | 0.43% | 4,226 | 219 | 5.5% | $8.14万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $158.71万 | 0.43% | 10,850 | 7,005 | 182.2% | $102.47万 | 加仓 |
| BAC | BANK AMERICA CORP | $171.24万 | 0.47% | 35,127 | 4,238 | 13.7% | $20.66万 | 加仓 |
| QQQ | INVESCO QQQ TR | $176.68万 | 0.48% | 3,061 | -35 | -1.1% | -$2.02万 | 减仓 |
| GOOG | ALPHABET INC | $191.85万 | 0.52% | 6,688 | 1,247 | 22.9% | $35.77万 | 加仓 |
| HD | HOME DEPOT INC | $193.67万 | 0.53% | 5,887 | -2,778 | -32.1% | -$91.39万 | 减仓 |
| V | VISA INC | $195.10万 | 0.53% | 6,454 | -2,893 | -31.0% | -$87.45万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $198.59万 | 0.54% | 51,854 | -381 | -0.7% | -$1.46万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $201.31万 | 0.55% | 54,057 | -187 | -0.3% | -$6,964 | 减仓 |
| — | INNOVATOR ETFS TRUST | $203.25万 | 0.55% | 55,206 | -215 | -0.4% | -$7,916 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $205.18万 | 0.56% | 48,267 | 88 | 0.2% | $3,741 | 加仓 |
| — | INNOVATOR ETFS TRUST | $209.44万 | 0.57% | 53,232 | -101 | -0.2% | -$3,974 | 减仓 |
| AVGO | BROADCOM INC | $213.68万 | 0.58% | 6,904 | 1,536 | 28.6% | $47.54万 | 加仓 |
| AMCR | AMCOR PLC | $217.04万 | 0.59% | 54,600 | 54,600 | — | $217.04万 | 新建仓 |
| TRN | TRINITY INDS INC | $220.02万 | 0.60% | 68,371 | 68,371 | — | $220.02万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $232.04万 | 0.63% | 33,493 | 7,297 | 27.9% | $50.55万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $232.95万 | 0.64% | 60,918 | -1,228 | -2.0% | -$4.70万 | 减仓 |
| NFLX | NETFLIX INC. | $236.36万 | 0.64% | 24,582 | 8,559 | 53.4% | $82.30万 | 加仓 |
| FSLR | FIRST SOLAR INC | $242.65万 | 0.66% | 12,301 | 1,560 | 14.5% | $30.77万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $242.93万 | 0.66% | 66,922 | 9,543 | 16.6% | $34.64万 | 加仓 |
| RGLD | ROYAL GOLD INC | $256.73万 | 0.70% | 10,088 | 1,374 | 15.8% | $34.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $259.27万 | 0.71% | 2,602 | 348 | 15.4% | $34.68万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $268.78万 | 0.73% | 80,544 | 7,788 | 10.7% | $25.99万 | 加仓 |
| MO | ALTRIA GROUP INC | $273.18万 | 0.75% | 41,396 | 7,959 | 23.8% | $52.52万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $279.86万 | 0.76% | 72,372 | -179 | -0.2% | -$6,922 | 减仓 |
| RIO | RIO TINTO PLC | $280.91万 | 0.77% | 30,112 | 2,193 | 7.9% | $20.46万 | 加仓 |
| IWD | ISHARES TR | $284.72万 | 0.78% | 13,325 | 514 | 4.0% | $10.98万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $295.22万 | 0.81% | 78,020 | 15,253 | 24.3% | $57.72万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $301.82万 | 0.82% | 80,984 | -1,234 | -1.5% | -$4.60万 | 减仓 |
| WMT | WALMART INC | $304.83万 | 0.83% | 24,529 | -7,870 | -24.3% | -$97.80万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $306.38万 | 0.84% | 77,095 | 8,664 | 12.7% | $34.43万 | 加仓 |
| MCD | MCDONALDS CORP | $318.62万 | 0.87% | 10,252 | 1,020 | 11.0% | $31.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $328.64万 | 0.90% | 6,858 | 5,497 | 403.9% | $263.42万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $354.80万 | 0.97% | 91,348 | -103 | -0.1% | -$4,001 | 减仓 |
| META | META PLATFORMS INC | $362.97万 | 0.99% | 6,343 | 354 | 5.9% | $20.26万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $393.75万 | 1.07% | 188,576 | -2,643 | -1.4% | -$5.52万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $394.22万 | 1.08% | 180,723 | -2,392 | -1.3% | -$5.22万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $401.02万 | 1.09% | 169,534 | -14,726 | -8.0% | -$34.83万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $406.31万 | 1.11% | 176,473 | -13,713 | -7.2% | -$31.57万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $406.78万 | 1.11% | 173,875 | -13,447 | -7.2% | -$31.46万 | 减仓 |
| CVX | CHEVRON CORPORATION | $413.91万 | 1.13% | 20,004 | 2,661 | 15.3% | $55.06万 | 加仓 |
| NEM | NEWMONT CORP | $415.15万 | 1.13% | 38,350 | 1,091 | 2.9% | $11.81万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $426.83万 | 1.16% | 175,796 | 1,492 | 0.9% | $3.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $427.11万 | 1.17% | 14,519 | -6,147 | -29.7% | -$180.83万 | 减仓 |
| AMZN | AMAZON COM INC | $506.53万 | 1.38% | 24,321 | 2,842 | 13.2% | $59.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $561.40万 | 1.53% | 8,632 | 115 | 1.4% | $7.48万 | 加仓 |
| GOOGL | ALPHABET INC | $569.84万 | 1.55% | 19,815 | 493 | 2.6% | $14.18万 | 加仓 |
| IWF | ISHARES TR | $681.30万 | 1.86% | 15,978 | -57 | -0.4% | -$2.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $705.46万 | 1.92% | 40,450 | 2,731 | 7.2% | $47.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $726.73万 | 1.98% | 19,630 | 1,220 | 6.6% | $45.17万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $1,050.71万 | 2.87% | 638,344 | 81,198 | 14.6% | $133.65万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,057.34万 | 2.89% | 315,953 | -2,622 | -0.8% | -$8.77万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1,065.46万 | 2.91% | 637,269 | 84,244 | 15.2% | $140.85万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,078.86万 | 2.94% | 578,153 | 44,369 | 8.3% | $82.79万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,080.86万 | 2.95% | 550,755 | 40,276 | 7.9% | $79.04万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,106.23万 | 3.02% | 541,660 | 47,761 | 9.7% | $97.54万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,249.28万 | 3.41% | 427,688 | 25,108 | 6.2% | $73.34万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,290.94万 | 3.52% | 44,952 | 44,245 | 6,258.1% | $1,270.63万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,357.19万 | 3.70% | 22,713 | 1,698 | 8.1% | $101.46万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,395.93万 | 3.81% | 139,356 | 1,095 | 0.8% | $10.97万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $1,419.02万 | 3.87% | 437,158 | 5,779 | 1.3% | $18.76万 | 加仓 |
| AAPL | APPLE INC | $1,460.25万 | 3.98% | 57,537 | 5,131 | 9.8% | $130.22万 | 加仓 |