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 |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | $20.58万 | 0.06% | 6,093 | 6,093 | — | $20.58万 | 新建仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $20.45万 | 0.06% | 8,569 | 81 | 1.0% | $1,933 | 加仓 |
| PAVE | GLOBAL X FDS | $20.45万 | 0.06% | 4,025 | 4,025 | — | $20.45万 | 新建仓 |
| RYLD | GLOBAL X FDS | $20.29万 | 0.06% | 13,574 | 1,045 | 8.3% | $1.56万 | 加仓 |
| TFLO | ISHARES TR | $20.26万 | 0.06% | 4,002 | 4,002 | — | $20.26万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $20.21万 | 0.06% | 2,872 | -45 | -1.5% | -$3,166 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $19.28万 | 0.06% | 15,997 | 15,997 | — | $19.28万 | 新建仓 |
| — | THE REAL BROKERAGE INC | $5.71万 | 0.02% | 22,828 | -10,846 | -32.2% | -$2.71万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -92,767 | -100.0% | -$364.48万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -115,119 | -100.0% | -$209.75万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -54,307 | -100.0% | -$171.94万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -8,983 | -100.0% | -$104.70万 | 清仓 |
| IOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -29,426 | -100.0% | -$102.58万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -6,411 | -100.0% | -$84.09万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2,787 | -100.0% | -$50.27万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,239 | -100.0% | -$41.24万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -7,980 | -100.0% | -$40.16万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,770 | -100.0% | -$34.49万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -3,709 | -100.0% | -$31.52万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | -5,508 | -100.0% | -$26.29万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,313 | -100.0% | -$26.16万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,213 | -100.0% | -$26.05万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,065 | -100.0% | -$25.80万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -43 | -100.0% | -$23.24万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -394 | -100.0% | -$22.31万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -384 | -100.0% | -$22.30万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -3,859 | -100.0% | -$20.74万 | 清仓 |
| XYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -5,073 | -100.0% | -$20.61万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -935 | -100.0% | -$20.29万 | 清仓 |