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 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | $59.92万 | 0.16% | 1,562 | 1,562 | — | $59.92万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $59.58万 | 0.16% | 2,593 | -186 | -6.7% | -$4.27万 | 减仓 |
| SDY | SPDR SERIES TRUST | $59.23万 | 0.16% | 4,060 | 4,060 | — | $59.23万 | 新建仓 |
| QLD | PROSHARES TR | $58.56万 | 0.16% | 9,600 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $58.48万 | 0.16% | 22,820 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $57.56万 | 0.16% | 14,813 | 14,813 | — | $57.56万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $57.15万 | 0.16% | 2,113 | -1,594 | -43.0% | -$43.11万 | 减仓 |
| GEV | GE VERNOVA INC | $56.15万 | 0.15% | 644 | 72 | 12.6% | $6.28万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $55.96万 | 0.15% | 11,242 | 11,242 | — | $55.96万 | 新建仓 |
| AGG | ISHARES TR | $55.57万 | 0.15% | 5,601 | 5,601 | — | $55.57万 | 新建仓 |
| POCT | INNOVATOR ETFS TRUST | $53.78万 | 0.15% | 12,476 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $51.53万 | 0.14% | 5,692 | 5,692 | — | $51.53万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $50.14万 | 0.14% | 3,026 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $50.02万 | 0.14% | 5,149 | 5,149 | — | $50.02万 | 新建仓 |
| IUSV | ISHARES TR | $47.99万 | 0.13% | 4,694 | 4,694 | — | $47.99万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $47.38万 | 0.13% | 2,736 | 2,736 | — | $47.38万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $46.52万 | 0.13% | 23,821 | -18,956 | -44.3% | -$37.02万 | 减仓 |
| VGT | VANGUARD WORLD FD | $45.83万 | 0.13% | 657 | 657 | — | $45.83万 | 新建仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $44.78万 | 0.12% | 7,925 | -158 | -2.0% | -$8,927 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.00万 | 0.12% | 1,302 | 63 | 5.1% | $2.13万 | 加仓 |
| ARTY | ISHARES TR | $43.87万 | 0.12% | 9,428 | 9,428 | — | $43.87万 | 新建仓 |
| IUSG | ISHARES TR | $43.13万 | 0.12% | 2,781 | 2,781 | — | $43.13万 | 新建仓 |
| BLK | BLACKROCK INC | $42.97万 | 0.12% | 447 | 88 | 24.5% | $8.46万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $41.90万 | 0.11% | 3,200 | -7 | -0.2% | -$917 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $41.89万 | 0.11% | 5,181 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $41.88万 | 0.11% | 8,574 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $41.84万 | 0.11% | 5,501 | 1,284 | 30.4% | $9.77万 | 加仓 |
| ABBV | ABBVIE INC | $40.89万 | 0.11% | 1,880 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $40.53万 | 0.11% | 620 | 620 | — | $40.53万 | 新建仓 |
| HDV | ISHARES TR | $38.84万 | 0.11% | 2,862 | 2,862 | — | $38.84万 | 新建仓 |
| DIS | DISNEY WALT CO | $38.59万 | 0.11% | 4,004 | 436 | 12.2% | $4.20万 | 加仓 |
| GLD | SPDR GOLD TR | $38.55万 | 0.11% | 896 | 896 | — | $38.55万 | 新建仓 |
| IJH | ISHARES TR | $36.18万 | 0.10% | 5,358 | 5,358 | — | $36.18万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $35.08万 | 0.10% | 1,770 | 1,770 | — | $35.08万 | 新建仓 |
| BFEB | INNOVATOR ETFS TRUST | $35.02万 | 0.10% | 7,341 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $34.65万 | 0.09% | 616 | 89 | 16.9% | $5.01万 | 加仓 |
| — | HONEYWELL INTL INC | $34.47万 | 0.09% | 1,524 | 115 | 8.2% | $2.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $34.21万 | 0.09% | 1,001 | 76 | 8.2% | $2.60万 | 加仓 |
| ORCL | ORACLE CORP | $33.92万 | 0.09% | 2,305 | 719 | 45.3% | $10.58万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $33.68万 | 0.09% | 8,243 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $32.41万 | 0.09% | 383 | 98 | 34.4% | $8.29万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $32.03万 | 0.09% | 2,410 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $31.79万 | 0.09% | 2,643 | -22,304 | -89.4% | -$268.25万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $31.49万 | 0.09% | 521 | 521 | — | $31.49万 | 新建仓 |
| PEP | PEPSICO INC | $30.83万 | 0.08% | 1,985 | 487 | 32.5% | $7.56万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $30.70万 | 0.08% | 14,914 | 14,914 | — | $30.70万 | 新建仓 |
| IWO | ISHARES TR | $30.35万 | 0.08% | 967 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR | $29.88万 | 0.08% | 4,595 | -120 | -2.5% | -$7,804 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $29.62万 | 0.08% | 1,792 | 326 | 22.2% | $5.39万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $29.49万 | 0.08% | 919 | 49 | 5.6% | $1.57万 | 加仓 |
| IGSB | ISHARES TR | $28.73万 | 0.08% | 5,465 | 5,465 | — | $28.73万 | 新建仓 |
| C | CITIGROUP INC | $28.64万 | 0.08% | 2,525 | 458 | 22.2% | $5.19万 | 加仓 |
| LLY | ELI LILLY & CO | $28.59万 | 0.08% | 311 | 101 | 48.1% | $9.28万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $28.43万 | 0.08% | 4,856 | 4,856 | — | $28.43万 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $27.84万 | 0.08% | 5,990 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $27.77万 | 0.08% | 1,088 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.35万 | 0.07% | 6,197 | 6,197 | — | $27.35万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $26.67万 | 0.07% | 2,838 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $26.00万 | 0.07% | 1,049 | -48 | -4.4% | -$1.19万 | 减仓 |
| WFC | WELLS FARGO & CO | $25.67万 | 0.07% | 3,224 | 3,224 | — | $25.67万 | 新建仓 |
| ETN | EATON CORP PLC | $25.54万 | 0.07% | 714 | -10 | -1.4% | -$3,577 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $25.44万 | 0.07% | 5,670 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $25.13万 | 0.07% | 2,850 | 2,850 | — | $25.13万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $25.02万 | 0.07% | 2,437 | -128 | -5.0% | -$1.31万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $24.58万 | 0.07% | 1,764 | 1,764 | — | $24.58万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $24.47万 | 0.07% | 839 | 1 | 0.1% | $292 | 加仓 |
| KXI | ISHARES TR | $24.46万 | 0.07% | 3,650 | 343 | 10.4% | $2.30万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $24.33万 | 0.07% | 556 | 556 | — | $24.33万 | 新建仓 |
| USIG | ISHARES TR | $23.96万 | 0.07% | 4,677 | 4,677 | — | $23.96万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $23.24万 | 0.06% | 2,674 | 2,674 | — | $23.24万 | 新建仓 |
| — | PUTNAM ETF TRUST | $22.62万 | 0.06% | 31,074 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $22.35万 | 0.06% | 1,159 | 1,159 | — | $22.35万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.30万 | 0.06% | 3,480 | 3,480 | — | $22.30万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $21.93万 | 0.06% | 159 | -158 | -49.8% | -$21.79万 | 重新持有 |
| MPC | MARATHON PETE CORP | $21.90万 | 0.06% | 897 | 897 | — | $21.90万 | 新建仓 |
| ICSH | ISHARES TR | $21.88万 | 0.06% | 4,323 | 4,323 | — | $21.88万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $21.84万 | 0.06% | 4,392 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $21.49万 | 0.06% | 2,145 | 2,145 | — | $21.49万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $21.29万 | 0.06% | 2,835 | -700 | -19.8% | -$5.26万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $21.14万 | 0.06% | 699 | 97 | 16.1% | $2.93万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $20.91万 | 0.06% | 1,886 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $20.73万 | 0.06% | 2,972 | 2,972 | — | $20.73万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $20.47万 | 0.06% | 2,091 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $20.35万 | 0.06% | 7,247 | 7,247 | — | $20.35万 | 新建仓 |
| OEF | ISHARES TR | $20.05万 | 0.05% | 631 | 631 | — | $20.05万 | 新建仓 |
| F | FORD MTR CO | $19.68万 | 0.05% | 17,054 | 3,336 | 24.3% | $3.85万 | 加仓 |
| — | TILRAY BRANDS INC | $9.45万 | 0.03% | 14,605 | 1,538 | 11.8% | $9,951 | 加仓 |
| ENOV | ENOVIS CORPORATION | $0 | 0.00% | 0 | -63,639 | -100.0% | -$169.53万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -35,463 | -100.0% | -$147.88万 | 清仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -16,392 | -100.0% | -$38.76万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,634 | -100.0% | -$32.63万 | 清仓 |