PRIVATE CLIENT SERVICES, LLC
LOUISVILLE KY · SEC CIK 0001457005
$3.34亿2026Q1 申报市值
208持仓数
37.7%前十大占比 · 第一大 10.7%
35 / 21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
GJAN 新建仓+$390.80万
IBHF 加仓+$343.23万
SGOV 加仓+$274.49万
SBAR 新建仓+$202.06万
INNOVATOR ETFS T 新建仓+$185.05万
2026Q1 卖出最多 按季末市值估算
SHY 减仓-$393.59万
FIRST TR EXCHNG 清仓-$364.48万
COWG 减仓-$299.02万
FPE 清仓-$209.75万
SPY 减仓-$207.85万
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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $42.09万 | 0.13% | 486 | 20 | 4.3% | $1.73万 | 加仓 |
| IWM | ISHARES TR | $42.80万 | 0.13% | 1,726 | 43 | 2.6% | $1.07万 | 加仓 |
| MINT | PIMCO ETF TR | $43.07万 | 0.13% | 4,282 | 297 | 7.5% | $2.99万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $43.25万 | 0.13% | 1,280 | 1,280 | — | $43.25万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $43.54万 | 0.13% | 14,191 | -900 | -6.0% | -$2.76万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $45.61万 | 0.14% | 6,881 | -74 | -1.1% | -$4,905 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $45.96万 | 0.14% | 1,360 | 305 | 28.9% | $10.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $46.13万 | 0.14% | 7,198 | 321 | 4.7% | $2.06万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $46.53万 | 0.14% | 931 | 24 | 2.6% | $1.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $47.86万 | 0.14% | 1,958 | 284 | 17.0% | $6.94万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $48.01万 | 0.14% | 9,443 | -82 | -0.9% | -$4,169 | 减仓 |
| HD | HOME DEPOT INC | $48.70万 | 0.15% | 1,481 | 404 | 37.5% | $13.28万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $49.13万 | 0.15% | 21,409 | 3,020 | 16.4% | $6.93万 | 加仓 |
| MO | ALTRIA GROUP INC | $50.17万 | 0.15% | 7,602 | -2,287 | -23.1% | -$15.09万 | 减仓 |
| ORCL | ORACLE CORP | $50.84万 | 0.15% | 3,456 | 516 | 17.6% | $7.59万 | 加仓 |
| SMH | VANECK ETF TRUST | $51.29万 | 0.15% | 1,338 | 0 | 0.0% | — | 不变 |
| EQL | ALPS ETF TR | $51.43万 | 0.15% | 10,813 | 2,449 | 29.3% | $11.65万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $51.63万 | 0.15% | 20,820 | 1,324 | 6.8% | $3.28万 | 加仓 |
| MGK | VANGUARD WORLD FD | $51.66万 | 0.15% | 1,406 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $51.82万 | 0.15% | 1,394 | 80 | 6.1% | $2.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.38万 | 0.16% | 1,093 | -139 | -11.3% | -$6.66万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $53.13万 | 0.16% | 5,673 | -279 | -4.7% | -$2.61万 | 减仓 |
| ITA | ISHARES TR | $53.14万 | 0.16% | 2,429 | -47 | -1.9% | -$1.03万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $54.34万 | 0.16% | 3,287 | 1,386 | 72.9% | $22.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $55.10万 | 0.16% | 1,717 | 25 | 1.5% | $8,022 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $55.38万 | 0.17% | 11,050 | -325 | -2.9% | -$1.63万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $58.41万 | 0.17% | 11,542 | 1,973 | 20.6% | $9.99万 | 加仓 |
| VGT | VANGUARD WORLD FD | $58.94万 | 0.18% | 845 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $59.08万 | 0.18% | 11,596 | 260 | 2.3% | $1.32万 | 加仓 |
| CVX | CHEVRON CORP NEW | $59.12万 | 0.18% | 2,858 | 859 | 43.0% | $17.77万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $59.86万 | 0.18% | 1,370 | 149 | 12.2% | $6.51万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $61.08万 | 0.18% | 4,124 | 11 | 0.3% | $1,629 | 加仓 |
| KLAC | KLA CORP | $61.31万 | 0.18% | 416 | 416 | — | $61.31万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $61.33万 | 0.18% | 14,410 | -16,394 | -53.2% | -$69.77万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $61.64万 | 0.18% | 3,345 | -12 | -0.4% | -$2,211 | 减仓 |
| DOW | DOW INC | $64.11万 | 0.19% | 15,394 | 15,394 | — | $64.11万 | 新建仓 |
| GRNY | TIDAL TRUST I | $64.51万 | 0.19% | 27,027 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $64.85万 | 0.19% | 10,247 | 10,247 | — | $64.85万 | 新建仓 |
| V | VISA INC | $66.35万 | 0.20% | 2,195 | 47 | 2.2% | $1.42万 | 加仓 |
| SOXL | DIREXION SHS ETF TR | $66.48万 | 0.20% | 13,875 | 13,875 | — | $66.48万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $67.13万 | 0.20% | 10,958 | 2,365 | 27.5% | $14.49万 | 加仓 |
| CVSA | ADTALEM GLOBAL ED INC | $68.60万 | 0.21% | 5,952 | 1,587 | 36.4% | $18.29万 | 加仓 |
| FFIV | F5 INC | $69.38万 | 0.21% | 2,398 | 451 | 23.2% | $13.05万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $70.87万 | 0.21% | 9,189 | 6,356 | 224.4% | $49.02万 | 重新持有 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.21% | 1 | -1 | -50.0% | -$71.81万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $72.53万 | 0.22% | 728 | 8 | 1.1% | $7,970 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $72.97万 | 0.22% | 15,516 | 5,378 | 53.0% | $25.29万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $76.09万 | 0.23% | 21,471 | -1,720 | -7.4% | -$6.10万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $76.20万 | 0.23% | 36,356 | 801 | 2.3% | $1.68万 | 加仓 |
| LLY | ELI LILLY & CO | $76.45万 | 0.23% | 831 | 9 | 1.1% | $8,280 | 加仓 |
| ABBV | ABBVIE INC | $77.55万 | 0.23% | 3,566 | 2,691 | 307.5% | $58.52万 | 重新持有 |
| — | EXXON MOBIL CORP | $77.85万 | 0.23% | 4,588 | -3,067 | -40.1% | -$52.04万 | 减仓 |
| SHY | ISHARES TR | $78.09万 | 0.23% | 9,458 | -47,668 | -83.4% | -$393.59万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $78.75万 | 0.24% | 5,445 | 5,445 | — | $78.75万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $79.47万 | 0.24% | 32,585 | -155 | -0.5% | -$3,780 | 减仓 |
| VTV | VANGUARD INDEX FDS | $79.60万 | 0.24% | 4,057 | 33 | 0.8% | $6,475 | 加仓 |
| CART | MAPLEBEAR INC | $81.19万 | 0.24% | 21,673 | 3,261 | 17.7% | $12.22万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $81.41万 | 0.24% | 6,126 | -288 | -4.5% | -$3.83万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $82.79万 | 0.25% | 12,125 | 4,135 | 51.8% | $28.23万 | 加仓 |
| RTX | RTX CORPORATION | $83.45万 | 0.25% | 4,326 | 975 | 29.1% | $18.81万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $86.44万 | 0.26% | 15,569 | 9,589 | 160.4% | $53.24万 | 加仓 |
| IYW | ISHARES TR | $86.58万 | 0.26% | 4,772 | 23 | 0.5% | $4,173 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $89.57万 | 0.27% | 3,769 | 387 | 11.4% | $9.20万 | 加仓 |
| AYI | ACUITY INC | $94.01万 | 0.28% | 3,355 | 560 | 20.0% | $15.69万 | 加仓 |
| IAU | ISHARES GOLD TR | $94.15万 | 0.28% | 10,680 | 321 | 3.1% | $2.83万 | 加仓 |
| AZZ | AZZ INC | $101.37万 | 0.30% | 8,101 | -333 | -3.9% | -$4.17万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $101.74万 | 0.30% | 6,955 | -776 | -10.0% | -$11.35万 | 减仓 |
| — | HONEYWELL INTL INC | $109.09万 | 0.33% | 4,826 | 4,826 | — | $109.09万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $110.00万 | 0.33% | 31,708 | 31,708 | — | $110.00万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $110.19万 | 0.33% | 83,920 | 6,247 | 8.0% | $8.20万 | 加仓 |
| APP | APPLOVIN CORP | $111.16万 | 0.33% | 2,793 | 2,793 | — | $111.16万 | 新建仓 |
| WMT | WALMART INC | $119.30万 | 0.36% | 9,600 | 428 | 4.7% | $5.32万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $129.43万 | 0.39% | 16,328 | 5,935 | 57.1% | $47.05万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $136.75万 | 0.41% | 13,967 | -396 | -2.8% | -$3.88万 | 减仓 |
| NYT | NEW YORK TIMES CO | $139.01万 | 0.42% | 16,602 | -623 | -3.6% | -$5.22万 | 减仓 |
| EFA | ISHARES TR | $141.25万 | 0.42% | 14,542 | 226 | 1.6% | $2.20万 | 加仓 |
| COWG | PACER FDS TR | $145.19万 | 0.43% | 43,032 | -88,629 | -67.3% | -$299.02万 | 减仓 |
| PFF | ISHARES TR | $146.79万 | 0.44% | 48,413 | 17,165 | 54.9% | $52.04万 | 加仓 |
| META | META PLATFORMS INC | $146.84万 | 0.44% | 2,567 | 722 | 39.1% | $41.30万 | 加仓 |
| IBDR | ISHARES TR | $150.86万 | 0.45% | 62,234 | 62,234 | — | $150.86万 | 新建仓 |
| COWZ | PACER FDS TR | $150.94万 | 0.45% | 24,128 | 844 | 3.6% | $5.28万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $152.65万 | 0.46% | 26,979 | 66 | 0.2% | $3,734 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP IN | $156.58万 | 0.47% | 5,659 | 365 | 6.9% | $10.10万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $164.23万 | 0.49% | 12,466 | 12,466 | — | $164.23万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $165.34万 | 0.49% | 17,273 | -170 | -1.0% | -$1.63万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $172.38万 | 0.52% | 33,475 | 5,387 | 19.2% | $27.74万 | 加仓 |
| AVGO | BROADCOM INC | $178.28万 | 0.53% | 5,760 | 1,422 | 32.8% | $44.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $185.05万 | 0.55% | 54,539 | 54,539 | — | $185.05万 | 新建仓 |
| GOOGL | ALPHABET INC | $187.09万 | 0.56% | 6,506 | 261 | 4.2% | $7.51万 | 加仓 |
| GLD | SPDR GOLD TR | $196.15万 | 0.59% | 4,559 | 19 | 0.4% | $8,175 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $202.06万 | 0.60% | 82,340 | 82,340 | — | $202.06万 | 新建仓 |
| EXEL | EXELIXIS INC | $205.47万 | 0.61% | 47,906 | 2,455 | 5.4% | $10.53万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $221.29万 | 0.66% | 44,356 | 2,820 | 6.8% | $14.07万 | 加仓 |
| MUB | ISHARES TR | $244.44万 | 0.73% | 23,028 | 1,328 | 6.1% | $14.10万 | 加仓 |
| AMZN | AMAZON COM INC | $251.36万 | 0.75% | 12,069 | 319 | 2.7% | $6.64万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $251.53万 | 0.75% | 50,856 | 1,781 | 3.6% | $8.81万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $251.68万 | 0.75% | 119,647 | 3,193 | 2.7% | $6.72万 | 加仓 |
| QUAL | ISHARES TR | $254.44万 | 0.76% | 13,265 | -82 | -0.6% | -$1.57万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $267.81万 | 0.80% | 4,482 | -153 | -3.3% | -$9.14万 | 减仓 |
| NXT | NEXTPOWER INC | $282.05万 | 0.84% | 23,397 | -1,424 | -5.7% | -$17.17万 | 减仓 |