Bolthouse Investments, LLC 13F 持仓 · 2026年Q2
Bolthouse Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 1.23 亿美元。前几大持仓：TCBK（15.44%）、SPY（9.15%）、EFA（6.68%）。本季前 25 大持仓中：增持 10 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TCBK | TRICO BANCSHARES | $19.0M | 15.44% | 353,718 | 持平 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $11.3M | 9.15% | 15,116 | 增持 |
| 3 | EFA | ISHARES TR | $8.2M | 6.68% | 79,321 | 持平 |
| 4 | AAPL | APPLE INC | $6.5M | 5.27% | 22,472 | 增持 |
| 5 | PRIM | PRIMORIS SVCS CORP | $6.2M | 5.06% | 63,000 | 减持 |
| 6 | AVGO | BROADCOM INC | $4.4M | 3.53% | 11,518 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $4.3M | 3.45% | 11,397 | 增持 |
| 8 | GOOGL | ALPHABET INC | $3.8M | 3.11% | 10,748 | 持平 |
| 9 | EEM | ISHARES TR | $2.9M | 2.35% | 42,300 | 持平 |
| 10 | JPM | JPMORGAN CHASE & CO | $2.9M | 2.33% | 8,802 | 持平 |
| 11 | V | VISA INC | $2.8M | 2.31% | 8,299 | 增持 |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $2.5M | 2.03% | 49,444 | 减持 |
| 13 | NVDA | NVIDIA CORPORATION | $2.3M | 1.85% | 11,396 | 持平 |
| 14 | IVV | ISHARES TR | $2.2M | 1.81% | 2,978 | 减持 |
| 15 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.2M | 1.76% | 50,397 | 增持 |
| 16 | GOOG | ALPHABET INC | $2.2M | 1.75% | 6,115 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.9M | 1.54% | 3,801 | 持平 |
| 18 | JMST | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.51% | 36,445 | 持平 |
| 19 | AMZN | AMAZON COM INC | $1.6M | 1.33% | 6,873 | 持平 |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $1.5M | 1.24% | 1,636 | 持平 |
| 21 | CVBF | CVB FINL CORP | $1.4M | 1.11% | 60,599 | 增持 |
| 22 | RTX | RTX CORPORATION | $1.1M | 0.87% | 5,638 | 增持 |
| 23 | CVX | CHEVRON CORPORATION | $1.1M | 0.85% | 6,336 | 持平 |
| 24 | DGRO | ISHARES TR | $1.1M | 0.85% | 13,889 | 增持 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $910,125 | 0.74% | 3,846 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR