PRIVATE CLIENT SERVICES, LLC
LOUISVILLE KY · SEC CIK 0001457005
$3.81亿2026Q2 申报市值
229持仓数
37.8%前十大占比 · 第一大 10.7%
35 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HGER 新建仓+$1,019.74万
SBAR 加仓+$710.27万
CTA 新建仓+$500.06万
VB 加仓+$297.57万
CGBL 加仓+$279.32万
2026Q2 卖出最多 按季末市值估算
IBHF 减仓-$714.70万
GJAN 清仓-$390.80万
FIX 减仓-$294.51万
INNOVATOR ETFS T 清仓-$185.05万
NXT 减仓-$181.30万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $23.78万 | 0.06% | 642 | 642 | — | $23.78万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $23.76万 | 0.06% | 710 | 710 | — | $23.76万 | 新建仓 |
| QYLD | GLOBAL X FDS | $23.73万 | 0.06% | 12,876 | -1,205 | -8.6% | -$2.22万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $23.59万 | 0.06% | 891 | -1 | -0.1% | -$265 | 减仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $23.28万 | 0.06% | 65,938 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $23.12万 | 0.06% | 2,462 | 38 | 1.6% | $3,569 | 加仓 |
| CAH | CARDINAL HEALTH INC | $22.40万 | 0.06% | 943 | -378 | -28.6% | -$8.98万 | 重新持有 |
| INTU | INTUIT | $22.23万 | 0.06% | 852 | 73 | 9.4% | $1.90万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $21.88万 | 0.06% | 653 | 653 | — | $21.88万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.84万 | 0.06% | 808 | 9 | 1.1% | $2,432 | 加仓 |
| UNP | UNION PAC CORP | $21.78万 | 0.06% | 801 | 801 | — | $21.78万 | 新建仓 |
| LOW | LOWES COS INC | $21.56万 | 0.06% | 978 | -80 | -7.6% | -$1.76万 | 减仓 |
| FDX | FEDEX CORP | $21.54万 | 0.06% | 688 | 1 | 0.1% | $313 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $21.51万 | 0.06% | 1,699 | 110 | 6.9% | $1.39万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $21.32万 | 0.06% | 1,100 | 1,100 | — | $21.32万 | 新建仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $21.20万 | 0.06% | 8,650 | 81 | 0.9% | $1,985 | 加仓 |
| GLW | CORNING INC | $21.17万 | 0.06% | 829 | 829 | — | $21.17万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $21.14万 | 0.06% | 9,138 | -430 | -4.5% | -$9,946 | 减仓 |
| IEMG | ISHARES INC | $20.98万 | 0.06% | 2,532 | 2,532 | — | $20.98万 | 新建仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $20.94万 | 0.05% | 11,104 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $20.60万 | 0.05% | 397 | 397 | — | $20.60万 | 新建仓 |
| SNDK | SANDISK CORP | $20.46万 | 0.05% | 90 | 90 | — | $20.46万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $20.38万 | 0.05% | 665 | 665 | — | $20.38万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.36万 | 0.05% | 211 | 211 | — | $20.36万 | 新建仓 |
| T | AT&T INC | $20.29万 | 0.05% | 9,804 | -2,280 | -18.9% | -$4.72万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.20万 | 0.05% | 718 | -24 | -3.2% | -$6,751 | 重新持有 |
| — | MANAGED PORTFOLIO SERIES | $20.18万 | 0.05% | 4,319 | 4,319 | — | $20.18万 | 新建仓 |
| RYLD | GLOBAL X FDS | $19.28万 | 0.05% | 12,058 | -1,516 | -11.2% | -$2.42万 | 减仓 |
| — | THE REAL BROKERAGE INC | $6.69万 | 0.02% | 36,754 | 13,926 | 61.0% | $2.53万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -93,248 | -100.0% | -$390.80万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -54,539 | -100.0% | -$185.05万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -31,708 | -100.0% | -$110.00万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,826 | -100.0% | -$109.09万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -9,189 | -100.0% | -$70.87万 | 清仓 |
| DOW | DOW INC | $0 | 0.00% | 0 | -15,394 | -100.0% | -$64.11万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -1,242 | -100.0% | -$37.80万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -1,023 | -100.0% | -$30.54万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,619 | -100.0% | -$28.01万 | 清仓 |
| USTB | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -5,004 | -100.0% | -$25.31万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -5,755 | -100.0% | -$24.35万 | 清仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,100 | -100.0% | -$23.07万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,094 | -100.0% | -$22.39万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,120 | -100.0% | -$21.76万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -4,002 | -100.0% | -$20.26万 | 清仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -2,872 | -100.0% | -$20.21万 | 清仓 |