PACIFIC FINANCIAL GROUP INC
NASHVILLE TN · SEC CIK 0001279926
$1.86亿2026Q1 申报市值
87持仓数
48.1%前十大占比 · 第一大 11.3%
8 / 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
QQQ 加仓+$987.41万
HAWX 新建仓+$268.34万
PDBC 新建仓+$91.38万
AVEM 新建仓+$79.90万
EDGF 加仓+$79.64万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$184.08万
IVW 减仓-$137.68万
LISTED FDS TR 减仓-$76.95万
VTV 减仓-$72.65万
VUG 减仓-$66.61万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ADVISORS INNER CIRCLE FD II | $0 | 0.00% | 0 | -10,208 | -100.0% | -$28.97万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD | $0 | 0.00% | 0 | -4,427 | -100.0% | -$26.24万 | 清仓 |
| DDWM | WISDOMTREE TR | $0 | 0.00% | 0 | -4,915 | -100.0% | -$21.40万 | 清仓 |
| — | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -10,779 | -100.0% | -$12.13万 | 清仓 |
| IWS | ISHARES TR | $20.62万 | 0.11% | 1,415 | -913 | -39.2% | -$13.31万 | 重新持有 |
| IWX | ISHARES TR | $20.92万 | 0.11% | 2,257 | -127 | -5.3% | -$1.18万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $21.25万 | 0.11% | 1,849 | 1,849 | — | $21.25万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $22.05万 | 0.12% | 1,504 | 1,504 | — | $22.05万 | 新建仓 |
| IYZ | ISHARES TR | $22.21万 | 0.12% | 5,648 | 5,648 | — | $22.21万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $24.11万 | 0.13% | 1,628 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $24.69万 | 0.13% | 1,039 | -2,120 | -67.1% | -$50.38万 | 减仓 |
| DGRW | WISDOMTREE TR | $25.53万 | 0.14% | 2,906 | -233 | -7.4% | -$2.05万 | 减仓 |
| IGLB | ISHARES TR | $25.83万 | 0.14% | 5,204 | 190 | 3.8% | $9,430 | 加仓 |
| EFV | ISHARES TR | $27.38万 | 0.15% | 3,682 | 659 | 21.8% | $4.90万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $30.99万 | 0.17% | 5,154 | 11 | 0.2% | $661 | 加仓 |
| IEMG | ISHARES INC | $31.42万 | 0.17% | 4,504 | 1,316 | 41.3% | $9.18万 | 加仓 |
| IUSB | ISHARES TR | $32.23万 | 0.17% | 6,977 | 1,123 | 19.2% | $5.19万 | 加仓 |
| IEF | ISHARES TR | $32.66万 | 0.18% | 3,422 | 306 | 9.8% | $2.92万 | 加仓 |
| AGZ | ISHARES TR | $35.56万 | 0.19% | 3,241 | 926 | 40.0% | $10.16万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $38.39万 | 0.21% | 14,265 | -96 | -0.7% | -$2,583 | 减仓 |
| EDGH | ADVISORS INNER CIRCLE FD II | $38.73万 | 0.21% | 11,322 | 1,431 | 14.5% | $4.90万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $39.05万 | 0.21% | 5,303 | 696 | 15.1% | $5.13万 | 加仓 |
| IGSB | ISHARES TR | $40.62万 | 0.22% | 7,729 | -604 | -7.2% | -$3.17万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $44.10万 | 0.24% | 7,533 | 3,144 | 71.6% | $18.40万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $45.41万 | 0.24% | 10,125 | -148 | -1.4% | -$6,638 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $45.60万 | 0.25% | 6,630 | 224 | 3.5% | $1.54万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.38万 | 0.26% | 2,203 | 54 | 2.5% | $1.16万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $47.42万 | 0.26% | 10,101 | 418 | 4.3% | $1.96万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $52.32万 | 0.28% | 6,836 | 6,836 | — | $52.32万 | 新建仓 |
| IWY | ISHARES TR | $57.71万 | 0.31% | 2,319 | -23 | -1.0% | -$5,723 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $60.08万 | 0.32% | 1,297 | -89 | -6.4% | -$4.12万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $62.47万 | 0.34% | 16,663 | 10,608 | 175.2% | $39.77万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $74.39万 | 0.40% | 9,639 | -466 | -4.6% | -$3.60万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $75.11万 | 0.40% | 15,141 | -659 | -4.2% | -$3.27万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $78.06万 | 0.42% | 8,283 | 1,338 | 19.3% | $12.61万 | 加仓 |
| IEUR | ISHARES TR | $78.20万 | 0.42% | 11,128 | 11,128 | — | $78.20万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $79.90万 | 0.43% | 9,915 | 9,915 | — | $79.90万 | 新建仓 |
| IWR | ISHARES TR | $80.74万 | 0.44% | 8,304 | -303 | -3.5% | -$2.95万 | 减仓 |
| EWJ | ISHARES INC | $81.25万 | 0.44% | 9,621 | 1,144 | 13.5% | $9.66万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $81.33万 | 0.44% | 1,319 | 29 | 2.2% | $1.79万 | 加仓 |
| SGOL | ETFS GOLD TR | $82.96万 | 0.45% | 18,592 | 1,475 | 8.6% | $6.58万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $83.52万 | 0.45% | 23,469 | 17,382 | 285.6% | $61.86万 | 加仓 |
| GOVT | ISHARES TR | $84.21万 | 0.45% | 36,758 | 3,318 | 9.9% | $7.60万 | 加仓 |
| IWB | ISHARES TR | $86.32万 | 0.47% | 2,421 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $87.56万 | 0.47% | 4,098 | 554 | 15.6% | $11.84万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $91.38万 | 0.49% | 52,759 | 52,759 | — | $91.38万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $94.85万 | 0.51% | 1,587 | 498 | 45.7% | $29.76万 | 加仓 |
| IEI | ISHARES TR | $96.31万 | 0.52% | 8,121 | 199 | 2.5% | $2.36万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $100.87万 | 0.54% | 20,992 | 766 | 3.8% | $3.68万 | 加仓 |
| IWF | ISHARES TR | $101.37万 | 0.55% | 2,377 | -87 | -3.5% | -$3.71万 | 减仓 |
| MBB | ISHARES TR | $103.28万 | 0.56% | 10,877 | -259 | -2.3% | -$2.46万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $111.49万 | 0.60% | 11,130 | -656 | -5.6% | -$6.57万 | 减仓 |
| IJS | ISHARES TR | $114.70万 | 0.62% | 9,683 | 766 | 8.6% | $9.07万 | 加仓 |
| IWM | ISHARES TR | $118.98万 | 0.64% | 4,798 | 176 | 3.8% | $4.36万 | 加仓 |
| IJJ | ISHARES TR | $121.33万 | 0.65% | 9,157 | -1,874 | -17.0% | -$24.83万 | 减仓 |
| EEM | ISHARES TR | $121.69万 | 0.66% | 21,428 | 1,281 | 6.4% | $7.27万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $122.61万 | 0.66% | 22,149 | -512 | -2.3% | -$2.83万 | 减仓 |
| VV | VANGUARD INDEX FDS | $123.31万 | 0.66% | 4,126 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $136.64万 | 0.74% | 15,093 | -418 | -2.7% | -$3.78万 | 减仓 |
| AGG | ISHARES TR | $145.76万 | 0.79% | 14,683 | -181 | -1.2% | -$1.80万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $148.97万 | 0.80% | 4,644 | -28 | -0.6% | -$8,982 | 减仓 |
| IJT | ISHARES TR | $151.66万 | 0.82% | 10,480 | -2,154 | -17.0% | -$31.17万 | 减仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $161.74万 | 0.87% | 65,391 | 32,198 | 97.0% | $79.64万 | 加仓 |
| EFA | ISHARES TR | $164.64万 | 0.89% | 16,951 | 3,403 | 25.1% | $33.05万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $186.84万 | 1.01% | 23,829 | 451 | 1.9% | $3.54万 | 加仓 |
| — | LISTED FDS TR | $203.27万 | 1.10% | 53,675 | -20,320 | -27.5% | -$76.95万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $209.09万 | 1.13% | 38,684 | -5,317 | -12.1% | -$28.74万 | 减仓 |
| SHY | ISHARES TR | $211.88万 | 1.14% | 25,661 | 240 | 0.9% | $1.98万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $231.28万 | 1.25% | 41,867 | -769 | -1.8% | -$4.25万 | 减仓 |
| PULS | PGIM ETF TR | $236.94万 | 1.28% | 47,694 | -1,547 | -3.1% | -$7.69万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $254.47万 | 1.37% | 75,869 | 3,494 | 4.8% | $11.72万 | 加仓 |
| IJK | ISHARES TR | $259.95万 | 1.40% | 25,834 | -1,891 | -6.8% | -$19.03万 | 减仓 |
| HAWX | ISHARES TR | $268.34万 | 1.45% | 65,624 | 65,624 | — | $268.34万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $282.07万 | 1.52% | 25,160 | -174 | -0.7% | -$1.95万 | 减仓 |
| VB | VANGUARD INDEX FDS | $282.81万 | 1.52% | 10,797 | -578 | -5.1% | -$15.14万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $332.80万 | 1.79% | 57,202 | 786 | 1.4% | $4.57万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $357.38万 | 1.93% | 59,179 | 8,558 | 16.9% | $51.68万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $428.48万 | 2.31% | 56,987 | 411 | 0.7% | $3.09万 | 加仓 |
| IJH | ISHARES TR | $456.73万 | 2.46% | 67,634 | -4,729 | -6.5% | -$31.93万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $516.65万 | 2.78% | 26,333 | -3,703 | -12.3% | -$72.65万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $517.76万 | 2.79% | 91,509 | -6,205 | -6.4% | -$35.11万 | 减仓 |
| DGRO | ISHARES TR | $535.15万 | 2.88% | 76,255 | -4,818 | -5.9% | -$33.81万 | 减仓 |
| IMCB | ISHARES TR | $556.75万 | 3.00% | 66,732 | -1,488 | -2.2% | -$12.41万 | 减仓 |
| IVE | ISHARES TR | $567.72万 | 3.06% | 26,887 | -2,591 | -8.8% | -$54.71万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $601.42万 | 3.24% | 93,855 | -8,885 | -8.6% | -$56.94万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $656.55万 | 3.54% | 15,031 | -1,525 | -9.2% | -$66.61万 | 减仓 |
| IJR | ISHARES TR | $674.80万 | 3.64% | 54,283 | -2,592 | -4.6% | -$32.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $944.83万 | 5.09% | 14,505 | -981 | -6.3% | -$63.90万 | 减仓 |
| IVW | ISHARES TR | $1,027.11万 | 5.53% | 90,806 | -12,172 | -11.8% | -$137.68万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,257.95万 | 6.78% | 21,794 | 17,107 | 365.0% | $987.41万 | 加仓 |
| IVV | ISHARES TR | $2,097.10万 | 11.30% | 32,104 | -2,818 | -8.1% | -$184.08万 | 减仓 |