13F 机构持仓

Pachira Investments Inc.

DANA POINT CA · SEC CIK 0001563634

2026Q22026Q1 更早 9 个季度 🔒
$2.65亿2026Q2 申报市值
78持仓数
54.1%前十大占比 · 第一大 8.2%
7 / 3新建仓 / 清仓
申报市值走势$2.65亿2026Q2
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

MGV 8.2%
QQQ 7.9%
VTI 5.7%
VOO 5.1%
XLK 5.1%
VEA 5.1%
SMH 4.5%
XLV 4.5%
PPA 4.0%
IJH 3.9%

2026Q2 买入最多 按季末市值估算

PPA 加仓+$295.11万
MGV 加仓+$239.78万
VEA 加仓+$221.86万
VWO 加仓+$179.89万
QQQ 加仓+$146.98万

2026Q2 卖出最多 按季末市值估算

BRK/B 减仓-$77.06万
SPSM 减仓-$47.97万
VOO 减仓-$45.06万
IJH 减仓-$42.51万
IJR 减仓-$39.95万

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
EPI WISDOMTREE TR $00.00%0 -7,071-100.0% -$28.85万 清仓
NFLX NETFLIX INC. $00.00%0 -2,170-100.0% -$20.86万 清仓
WMT WALMART INC $00.00%0 -1,664-100.0% -$20.67万 清仓
QCOM QUALCOMM INC $20.11万0.08%1,088 -247-18.5% -$4.56万 重新持有
XLI SELECT SECTOR SPDR TR $20.30万0.08%1,096 1,096— $20.30万 新建仓
CSCO CISCO SYS INC $20.61万0.08%1,755 1,755— $20.61万 新建仓
GLD SPDR GOLD TR $21.44万0.08%582 10.2% $368 加仓
SCHB SCHWAB STRATEGIC TR $22.43万0.08%7,746 -2,062-21.0% -$5.97万 减仓
VTEC VANGUARD CALIF TAX FREE FDS $22.69万0.09%2,255 140.6% $1,409 加仓
GEV GE VERNOVA INC $23.54万0.09%200 -61-23.4% -$7.18万 减仓
SRE SEMPRA $24.99万0.09%2,695 -715-21.0% -$6.63万 减仓
GE GE AEROSPACE $27.42万0.10%734 344.9% $1.27万 重新持有
SOXX ISHARES TR $27.50万0.10%429 429— $27.50万 新建仓
PG PROCTER & GAMBLE CO $27.51万0.10%1,876 -596-24.1% -$8.74万 减仓
MCD MCDONALDS CORP $28.17万0.11%1,042 -158-13.2% -$4.27万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $29.04万0.11%608 608— $29.04万 新建仓
CVX CHEVRON CORPORATION $29.34万0.11%1,770 -138-7.2% -$2.29万 减仓
— EXXON MOBIL CORP $29.36万0.11%2,148 -255-10.6% -$3.49万 减仓
ETH GRAYSCALE ETHEREUM STAKING $30.15万0.11%20,063 -204-1.0% -$3,066 减仓
UNP UNION PAC CORP $32.23万0.12%1,185 -12-1.0% -$3,264 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $32.68万0.12%653 -1,540-70.2% -$77.06万 减仓
MU MICRON TECHNOLOGY INC $33.06万0.12%286 286— $33.06万 新建仓
AMD ADVANCED MICRO DEVICES INC $35.08万0.13%604 604— $35.08万 新建仓
CAT CATERPILLAR INC $35.51万0.13%333 -66-16.5% -$7.04万 减仓
V VISA INC $36.23万0.14%1,056 -34-3.1% -$1.17万 减仓
PH PARKER-HANNIFIN CORP $39.44万0.15%403 403— $39.44万 新建仓
ORCL ORACLE CORP $40.98万0.15%2,796 46920.2% $6.87万 加仓
XLB SELECT SECTOR SPDR TR $41.47万0.16%8,159 -3,771-31.6% -$19.17万 减仓
SPY STATE STR SPDR S&P 500 ETF T $42.52万0.16%569 6011.8% $4.48万 加仓
RTX RTX CORPORATION $44.15万0.17%2,327 36718.7% $6.96万 加仓
GM GENERAL MTRS CO $47.21万0.18%6,125 -2-0.0% -$154 减仓
GOOG ALPHABET INC $48.65万0.18%1,377 24721.9% $8.73万 加仓
SHOP SHOPIFY INC $56.61万0.21%4,958 -738-13.0% -$8.43万 减仓
VUG VANGUARD INDEX FDS $58.02万0.22%6,736 -260-3.7% -$2.24万 减仓
AVGO BROADCOM INC $63.29万0.24%1,675 90.5% $3,401 加仓
NOC NORTHROP GRUMMAN CORP $64.09万0.24%1,258 221.8% $1.12万 加仓
SCHM SCHWAB STRATEGIC TR $67.81万0.26%18,390 540.3% $1,991 加仓
META META PLATFORMS INC $70.84万0.27%1,258 18216.9% $10.25万 加仓
PANW PALO ALTO NETWORKS INC $86.21万0.33%2,528 -76-2.9% -$2.59万 减仓
JPM JPMORGAN CHASE & CO $88.82万0.34%2,713 42618.6% $13.95万 加仓
PLTR PALANTIR TECHNOLOGIES INC $108.32万0.41%9,284 1,59420.7% $18.60万 加仓
IDMO INVESCO EXCH TRADED FD TR II $120.25万0.45%19,945 3151.6% $1.90万 加仓
JNJ JOHNSON & JOHNSON $121.27万0.46%4,775 48111.2% $12.22万 加仓
IWM ISHARES TR $129.37万0.49%4,306 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $136.20万0.51%1,456 967.1% $8.98万 加仓
VV VANGUARD INDEX FDS $138.63万0.52%4,031 -45-1.1% -$1.55万 减仓
IBIT ISHARES BITCOIN TRUST ETF $140.64万0.53%42,248 2,5916.5% $8.63万 加仓
IAU ISHARES GOLD TR $142.36万0.54%18,853 5,27338.8% $39.82万 加仓
IVOO VANGUARD ADMIRAL FDS INC $144.38万0.54%11,072 1,86920.3% $24.37万 加仓
TSLA TESLA INC $151.42万0.57%3,600 49515.9% $20.82万 加仓
VIOO VANGUARD ADMIRAL FDS INC $153.01万0.58%11,125 1,80619.4% $24.84万 加仓
EFG ISHARES TR $170.98万0.65%13,742 900.7% $1.12万 加仓
MSFT MICROSOFT CORP $213.26万0.80%5,717 3486.5% $12.98万 加仓
AMZN AMAZON COM INC $223.62万0.84%9,383 6737.7% $16.04万 加仓
VO VANGUARD INDEX FDS $247.85万0.94%30,762 6,74228.1% $54.32万 加仓
VB VANGUARD INDEX FDS $251.38万0.95%8,293 1,83928.5% $55.74万 加仓
PI IMPINJ INC $259.30万0.98%18,104 00.0% — 不变
AAPL APPLE INC $261.32万0.99%9,031 1511.7% $4.37万 加仓
NVDA NVIDIA CORPORATION $263.38万0.99%13,163 1,1139.2% $22.27万 加仓
GOOGL ALPHABET INC $275.43万1.04%7,707 4356.0% $15.55万 加仓
LMT LOCKHEED MARTIN CORP $289.78万1.09%5,688 320.6% $1.63万 加仓
BALT INNOVATOR ETFS TRUST $385.77万1.46%112,569 5,5965.2% $19.18万 加仓
IWF ISHARES TR $387.38万1.46%31,198 260.1% $3,228 加仓
SPMD SPDR SERIES TRUST $536.94万2.03%79,477 -4,966-5.9% -$33.55万 减仓
SPSM SPDR SERIES TRUST $562.53万2.12%97,542 -8,318-7.9% -$47.97万 减仓
IVV ISHARES TR $579.57万2.19%7,739 -60-0.8% -$4.49万 减仓
— INNOVATOR ETFS TRUST $666.65万2.52%253,682 4,6641.9% $12.26万 加仓
— INNOVATOR ETFS TRUST $685.04万2.58%248,097 2,7611.1% $7.62万 加仓
VWO VANGUARD INTL EQUITY INDEX F $968.55万3.65%162,264 30,13722.8% $179.89万 加仓
IJR ISHARES TR $975.18万3.68%65,753 -2,694-3.9% -$39.95万 减仓
SPMO INVESCO EXCH TRADED FD TR II $1,017.38万3.84%62,980 2,0703.4% $33.44万 加仓
IJH ISHARES TR $1,036.38万3.91%134,403 -5,513-3.9% -$42.51万 减仓
PPA INVESCO EXCHANGE TRADED FD T $1,055.45万3.98%59,748 16,70638.8% $295.11万 加仓
XLV SELECT SECTOR SPDR TR $1,200.56万4.53%75,669 6,93310.1% $110.00万 加仓
SMH VANECK ETF TRUST $1,202.69万4.54%18,337 -432-2.3% -$28.33万 减仓
VEA VANGUARD TAX-MANAGED FDS $1,346.44万5.08%188,974 31,13919.7% $221.86万 加仓
XLK SELECT SECTOR SPDR TR $1,348.61万5.09%70,786 5,4858.4% $104.50万 加仓
VOO VANGUARD INDEX FDS $1,359.78万5.13%19,798 -656-3.2% -$45.06万 减仓
VTI VANGUARD INDEX FDS $1,506.10万5.68%40,701 9452.4% $34.97万 加仓
QQQ INVESCO QQQ TR $2,105.26万7.94%28,589 1,9967.5% $146.98万 加仓
MGV VANGUARD WORLD FD $2,163.84万8.16%132,385 14,67012.5% $239.78万 加仓