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 |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | $292.52万 | 0.87% | 50,279 | 442 | 0.9% | $2.57万 | 加仓 |
| FIX | COMFORT SYS USA INC | $292.67万 | 0.88% | 2,122 | -448 | -17.4% | -$61.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $297.49万 | 0.89% | 10,113 | 2,137 | 26.8% | $62.86万 | 加仓 |
| BIL | SPDR SERIES TRUST | $303.71万 | 0.91% | 33,142 | -4,421 | -11.8% | -$40.51万 | 减仓 |
| ICOW | PACER FDS TR | $307.33万 | 0.92% | 72,416 | 1,284 | 1.8% | $5.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $309.41万 | 0.93% | 8,359 | 1,241 | 17.4% | $45.94万 | 加仓 |
| USRT | ISHARES TR | $325.14万 | 0.97% | 54,932 | 721 | 1.3% | $4.27万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $338.79万 | 1.01% | 17,653 | 9,609 | 119.5% | $184.41万 | 加仓 |
| SGOV | ISHARES TR | $352.52万 | 1.05% | 35,021 | 27,269 | 351.8% | $274.49万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $361.46万 | 1.08% | 135,838 | 1,872 | 1.4% | $4.98万 | 加仓 |
| GOOG | ALPHABET INC | $367.67万 | 1.10% | 12,817 | 1,136 | 9.7% | $32.59万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $370.49万 | 1.11% | 65,365 | 1,039 | 1.6% | $5.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $371.66万 | 1.11% | 21,311 | 1,299 | 6.5% | $22.65万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $390.80万 | 1.17% | 93,248 | 93,248 | — | $390.80万 | 新建仓 |
| ECOW | PACER FDS TR | $411.10万 | 1.23% | 154,142 | 39,488 | 34.4% | $105.31万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $420.13万 | 1.26% | 199,112 | -9,082 | -4.4% | -$19.16万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $421.43万 | 1.26% | 84,371 | 4,251 | 5.3% | $21.23万 | 加仓 |
| AAPL | APPLE INC | $524.79万 | 1.57% | 20,678 | 617 | 3.1% | $15.66万 | 加仓 |
| VB | VANGUARD INDEX FDS | $628.52万 | 1.88% | 23,997 | 2,431 | 11.3% | $63.67万 | 加仓 |
| QQQ | INVESCO QQQ TR | $721.40万 | 2.16% | 12,499 | 997 | 8.7% | $57.54万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $750.49万 | 2.24% | 101,913 | -247 | -0.2% | -$1.82万 | 减仓 |
| AGG | ISHARES TR | $761.59万 | 2.28% | 76,719 | -833 | -1.1% | -$8.27万 | 减仓 |
| OEF | ISHARES TR | $796.61万 | 2.38% | 25,045 | 89 | 0.4% | $2.83万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $808.90万 | 2.42% | 223,763 | 4,733 | 2.2% | $17.11万 | 加仓 |
| VO | VANGUARD INDEX FDS | $822.35万 | 2.46% | 28,635 | 1,033 | 3.7% | $29.67万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $839.10万 | 2.51% | 248,696 | 4,498 | 1.8% | $15.18万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $889.66万 | 2.66% | 13,680 | -3,196 | -18.9% | -$207.85万 | 减仓 |
| IBHF | ISHARES TR | $959.94万 | 2.87% | 418,276 | 149,555 | 55.7% | $343.23万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,055.80万 | 3.16% | 195,338 | 5,728 | 3.0% | $30.96万 | 加仓 |
| IEFA | ISHARES TR | $2,098.21万 | 6.27% | 231,769 | 8,111 | 3.6% | $73.43万 | 加仓 |
| IVV | ISHARES TR | $3,564.29万 | 10.66% | 54,566 | 1,617 | 3.1% | $105.62万 | 加仓 |