13F 机构持仓

PACIFIC FINANCIAL GROUP INC

NASHVILLE TN · SEC CIK 0001279926

2026Q22026Q1 更早 9 个季度 🔒
$2.09亿2026Q2 申报市值
85持仓数
47.6%前十大占比 · 第一大 11.7%
3 / 5新建仓 / 清仓
申报市值走势$2.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 11.7%
QQQ 7.2%
IVW 5.7%
SPY 4.4%
IJR 3.8%
VUG 3.2%
IMCB 3.0%
SPHQ 3.0%
IVE 2.8%
DGRO 2.7%

2026Q2 买入最多 按季末市值估算

PULS 加仓+$132.15万
GTO 新建仓+$119.80万
SPHQ 加仓+$112.36万
IEFA 加仓+$105.92万
FDVV 加仓+$98.57万

2026Q2 卖出最多 按季末市值估算

SPY 减仓-$170.63万
EDGF 减仓-$140.63万
VEA 减仓-$120.88万
VUG 减仓-$116.07万
QQQ 减仓-$101.80万

2026Q2 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
SGOL ETFS GOLD TR $00.00%0 -18,592-100.0% -$82.96万 清仓
IEUR ISHARES TR $00.00%0 -11,128-100.0% -$78.20万 清仓
SPHD INVESCO EXCH TRADED FD TR II $00.00%0 -15,141-100.0% -$75.11万 清仓
EDGH ADVISORS INNER CIRCLE FD II $00.00%0 -11,322-100.0% -$38.73万 清仓
EFV ISHARES TR $00.00%0 -3,682-100.0% -$27.38万 清仓
BUYW NORTHERN LTS FD TR IV $15.52万0.07%10,742 10,742— $15.52万 新建仓
EDGF ADVISORS INNER CIRCLE FD II $20.52万0.10%8,328 -57,063-87.3% -$140.63万 减仓
XLV SELECT SECTOR SPDR TR $22.74万0.11%1,433 -71-4.7% -$1.13万 减仓
IYZ ISHARES TR $23.19万0.11%5,480 -168-3.0% -$7,108 减仓
TMAT NORTHERN LTS FD TR IV $23.21万0.11%7,386 7,386— $23.21万 新建仓
IWS ISHARES TR $23.29万0.11%1,415 00.0% — 不变
DGRW WISDOMTREE TR $23.73万0.11%2,482 -424-14.6% -$4.05万 减仓
RWL INVESCO EXCH TRADED FD TR II $23.76万0.11%1,860 110.6% $1,405 加仓
IWX ISHARES TR $23.80万0.11%2,264 70.3% $736 加仓
VYM VANGUARD WHITEHALL FDS $25.73万0.12%1,628 00.0% — 不变
IEMG ISHARES INC $29.21万0.14%3,526 -978-21.7% -$8.10万 减仓
IGLB ISHARES TR $32.82万0.16%6,560 1,35626.1% $6.79万 加仓
IEF ISHARES TR $35.06万0.17%3,708 2868.4% $2.70万 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $35.41万0.17%5,166 120.2% $822 加仓
AGZ ISHARES TR $39.13万0.19%3,582 34110.5% $3.73万 加仓
VGSH VANGUARD SCOTTSDALE FDS $39.63万0.19%6,809 -724-9.6% -$4.21万 减仓
BND VANGUARD BD INDEX FDS $40.68万0.20%5,542 2394.5% $1.75万 加仓
IUSB ISHARES TR $41.05万0.20%8,895 1,91827.5% $8.85万 加仓
BLV VANGUARD BD INDEX FDS $41.44万0.20%6,013 -617-9.3% -$4.25万 减仓
VMBS VANGUARD SCOTTSDALE FDS $42.71万0.20%9,125 -976-9.7% -$4.57万 减仓
DIVO AMPLIFY ETF TR $46.26万0.22%10,122 -3-0.0% -$137 减仓
VIG VANGUARD SPECIALIZED FUNDS $49.46万0.24%2,090 -113-5.1% -$2.67万 减仓
IGSB ISHARES TR $56.28万0.27%10,739 3,01038.9% $15.78万 加仓
PXH INVESCO EXCH TRADED FD TR II $63.84万0.31%22,897 8,63260.5% $24.07万 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $64.92万0.31%15,796 -7,673-32.7% -$31.54万 减仓
IWY ISHARES TR $67.45万0.32%2,321 20.1% $581 加仓
DIA STATE STR SPDR DOW JONES IND $67.75万0.32%1,297 00.0% — 不变
BIV VANGUARD BD INDEX FDS $68.57万0.33%8,940 -699-7.3% -$5.36万 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $73.23万0.35%46,115 -6,644-12.6% -$10.55万 减仓
VTWO VANGUARD SCOTTSDALE FDS $74.50万0.36%6,136 -4,994-44.9% -$60.64万 减仓
FELG FIDELITY COVINGTON TRUST $78.59万0.38%17,963 1,3007.8% $5.69万 加仓
VYMI VANGUARD WHITEHALL FDS $81.08万0.39%8,257 -26-0.3% -$2,553 减仓
VOO VANGUARD INDEX FDS $86.66万0.42%1,262 -325-20.5% -$22.32万 减仓
EWJ ISHARES INC $87.00万0.42%9,327 -294-3.1% -$2.74万 减仓
GOVT ISHARES TR $87.69万0.42%38,496 1,7384.7% $3.96万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $89.07万0.43%1,266 -53-4.0% -$3.73万 减仓
AVEM AMERICAN CENTY ETF TR $91.21万0.44%9,453 -462-4.7% -$4.46万 减仓
IWR ISHARES TR $91.83万0.44%8,324 200.2% $2,206 加仓
BNDX VANGUARD CHARLOTTE FDS $92.42万0.44%19,083 -1,909-9.1% -$9.25万 减仓
IWB ISHARES TR $99.14万0.48%2,421 00.0% — 不变
IWD ISHARES TR $102.92万0.49%4,246 1483.6% $3.59万 加仓
IEI ISHARES TR $105.05万0.50%8,944 82310.1% $9.67万 加仓
MBB ISHARES TR $114.22万0.55%12,084 1,20711.1% $11.41万 加仓
IWF ISHARES TR $118.09万0.57%9,510 20.0% $248 加仓
QQQM INVESCO EXCH TRADED FD TR II $119.26万0.57%3,936 2,897278.8% $87.78万 加仓
GTO INVESCO ACTIVELY MANAGED EXC $119.80万0.57%25,559 25,559— $119.80万 新建仓
IJS ISHARES TR $133.30万0.64%9,752 690.7% $9,431 加仓
IJJ ISHARES TR $133.74万0.64%9,054 -103-1.1% -$1.52万 减仓
IWM ISHARES TR $140.56万0.67%4,679 -119-2.5% -$3.57万 减仓
VV VANGUARD INDEX FDS $141.90万0.68%4,126 00.0% — 不变
BSV VANGUARD BD INDEX FDS $147.69万0.71%18,956 -4,873-20.4% -$37.97万 减仓
EEM ISHARES TR $150.83万0.72%22,047 6192.9% $4.23万 加仓
SPYM SPDR SERIES TRUST $158.31万0.76%18,015 11,179163.5% $98.24万 加仓
IJT ISHARES TR $161.75万0.78%9,057 -1,423-13.6% -$25.41万 减仓
AGG ISHARES TR $162.48万0.78%16,415 1,73211.8% $17.14万 加仓
VTI VANGUARD INDEX FDS $176.08万0.84%4,758 1142.5% $4.22万 加仓
VWO VANGUARD INTL EQUITY INDEX F $192.77万0.92%32,296 -6,388-16.5% -$38.13万 减仓
VGLT VANGUARD SCOTTSDALE FDS $195.67万0.94%35,460 13,31160.1% $73.45万 加仓
SHY ISHARES TR $217.24万1.04%26,458 7973.1% $6.54万 加仓
— LISTED FDS TR $222.56万1.07%53,268 -407-0.8% -$1.70万 减仓
EFA ISHARES TR $236.51万1.13%22,768 5,81734.3% $60.43万 加仓
IEFA ISHARES TR $251.69万1.21%26,060 10,96772.7% $105.92万 加仓
SPIB SPDR SERIES TRUST $269.26万1.29%80,472 4,6036.1% $15.40万 加仓
IJK ISHARES TR $300.54万1.44%25,578 -256-1.0% -$3.01万 减仓
VB VANGUARD INDEX FDS $314.79万1.51%10,385 -412-3.8% -$12.49万 减仓
DYNF BLACKROCK ETF TRUST $350.11万1.68%51,479 -5,723-10.0% -$38.92万 减仓
FDVV FIDELITY COVINGTON TRUST $350.99万1.68%58,217 16,35039.1% $98.57万 加仓
PULS PGIM ETF TR $369.26万1.77%74,275 26,58155.7% $132.15万 加仓
HAWX ISHARES TR $372.28万1.78%80,061 14,43722.0% $67.13万 加仓
SPMO INVESCO EXCH TRADED FD TR II $417.94万2.00%25,872 7122.8% $11.50万 加仓
SECT NORTHERN LTS FD TR IV $465.93万2.23%64,658 5,4799.3% $39.48万 加仓
VTV VANGUARD INDEX FDS $483.92万2.32%22,205 -4,128-15.7% -$89.96万 减仓
IJH ISHARES TR $516.89万2.48%67,032 -602-0.9% -$4.64万 减仓
VEA VANGUARD TAX-MANAGED FDS $547.84万2.63%76,890 -16,965-18.1% -$120.88万 减仓
SPYV SPDR SERIES TRUST $551.16万2.64%90,666 -843-0.9% -$5.12万 减仓
DGRO ISHARES TR $572.63万2.74%75,554 -701-0.9% -$5.31万 减仓
IVE ISHARES TR $581.25万2.79%25,598 -1,289-4.8% -$29.27万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $625.81万3.00%69,457 12,47021.9% $112.36万 加仓
IMCB ISHARES TR $635.50万3.05%65,814 -918-1.4% -$8.86万 减仓
VUG VANGUARD INDEX FDS $660.80万3.17%76,712 -13,474-14.9% -$116.07万 减仓
IJR ISHARES TR $791.07万3.79%53,339 -944-1.7% -$14.00万 减仓
SPY STATE STR SPDR S&P 500 ETF T $913.96万4.38%12,223 -2,282-15.7% -$170.63万 减仓
IVW ISHARES TR $1,197.93万5.74%87,103 -3,703-4.1% -$50.93万 减仓
QQQ INVESCO QQQ TR $1,503.51万7.21%20,412 -1,382-6.3% -$101.80万 减仓
IVV ISHARES TR $2,447.36万11.73%32,680 5761.8% $43.14万 加仓