Pachira Investments Inc.
DANA POINT CA · SEC CIK 0001563634
$2.14亿2026Q1 申报市值
72持仓数
52.1%前十大占比 · 第一大 8.0%
4 / 2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
MGV 加仓+$255.69万
PPA 加仓+$195.97万
VEA 加仓+$167.10万
SMH 加仓+$160.60万
VWO 加仓+$122.66万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$82.37万
VOO 减仓-$67.29万
SPSM 减仓-$61.24万
SPMD 减仓-$58.36万
IVV 减仓-$54.61万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MGV | VANGUARD WORLD FD | $1,706.28万 | 7.97% | 117,715 | 17,640 | 17.6% | $255.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,534.87万 | 7.17% | 26,593 | 1,518 | 6.1% | $87.61万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,275.42万 | 5.96% | 39,756 | 1,110 | 2.9% | $35.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,222.25万 | 5.71% | 20,454 | -1,126 | -5.2% | -$67.29万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,011.40万 | 4.73% | 157,835 | 26,077 | 19.8% | $167.10万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,007.74万 | 4.71% | 68,736 | 6,239 | 10.0% | $91.47万 | 加仓 |
| IJH | ISHARES TR | $944.85万 | 4.41% | 139,916 | -6,133 | -4.2% | -$41.42万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $867.85万 | 4.06% | 65,301 | 7,223 | 12.4% | $95.99万 | 加仓 |
| IJR | ISHARES TR | $850.86万 | 3.98% | 68,447 | -3,138 | -4.4% | -$39.01万 | 减仓 |
| SMH | VANECK ETF TRUST | $719.60万 | 3.36% | 18,769 | 4,189 | 28.7% | $160.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $714.15万 | 3.34% | 132,127 | 22,694 | 20.7% | $122.66万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $713.21万 | 3.33% | 43,042 | 11,827 | 37.9% | $195.97万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $682.86万 | 3.19% | 60,910 | 1,561 | 2.6% | $17.50万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $656.22万 | 3.07% | 245,336 | 10,013 | 4.3% | $26.78万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $635.99万 | 2.97% | 249,018 | 10,516 | 4.4% | $26.86万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $511.52万 | 2.39% | 105,860 | -12,673 | -10.7% | -$61.24万 | 减仓 |
| IVV | ISHARES TR | $509.45万 | 2.38% | 7,799 | -836 | -9.7% | -$54.61万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $500.07万 | 2.34% | 84,443 | -9,854 | -10.4% | -$58.36万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $357.99万 | 1.67% | 106,973 | 8,660 | 8.8% | $28.98万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $341.85万 | 1.60% | 5,656 | -132 | -2.3% | -$7.98万 | 减仓 |
| IWF | ISHARES TR | $332.29万 | 1.55% | 7,793 | -755 | -8.8% | -$32.19万 | 减仓 |
| AAPL | APPLE INC | $225.36万 | 1.05% | 8,880 | 1,701 | 23.7% | $43.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $210.16万 | 0.98% | 12,050 | 1,629 | 15.6% | $28.41万 | 加仓 |
| GOOGL | ALPHABET INC | $209.11万 | 0.98% | 7,272 | 953 | 15.1% | $27.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $198.73万 | 0.93% | 5,369 | 618 | 13.0% | $22.87万 | 加仓 |
| PI | IMPINJ INC | $185.93万 | 0.87% | 18,104 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $181.40万 | 0.85% | 8,710 | 957 | 12.3% | $19.93万 | 加仓 |
| VO | VANGUARD INDEX FDS | $172.44万 | 0.81% | 6,005 | 1,789 | 42.4% | $51.37万 | 加仓 |
| VB | VANGUARD INDEX FDS | $169.04万 | 0.79% | 6,454 | 1,960 | 43.6% | $51.33万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $152.36万 | 0.71% | 39,657 | 2,164 | 5.8% | $8.31万 | 加仓 |
| EFG | ISHARES TR | $152.05万 | 0.71% | 13,652 | 17 | 0.1% | $1,893 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.53万 | 0.63% | 1,360 | 44 | 3.3% | $4.38万 | 加仓 |
| VV | VANGUARD INDEX FDS | $121.82万 | 0.57% | 4,076 | -40 | -1.0% | -$1.20万 | 减仓 |
| IAU | ISHARES GOLD TR | $119.72万 | 0.56% | 13,580 | 7,742 | 132.6% | $68.25万 | 加仓 |
| TSLA | TESLA INC | $115.43万 | 0.54% | 3,105 | 1,129 | 57.1% | $41.97万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $112.49万 | 0.53% | 7,690 | 2,823 | 58.0% | $41.29万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $107.65万 | 0.50% | 19,630 | 1,454 | 8.0% | $7.97万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $107.01万 | 0.50% | 9,319 | 2,321 | 33.2% | $26.65万 | 加仓 |
| IWM | ISHARES TR | $106.79万 | 0.50% | 4,306 | 14 | 0.3% | $3,472 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $105.21万 | 0.49% | 9,203 | 2,335 | 34.0% | $26.69万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $105.09万 | 0.49% | 2,193 | -1,719 | -43.9% | -$82.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $104.97万 | 0.49% | 4,294 | -122 | -2.8% | -$2.98万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $84.35万 | 0.39% | 1,236 | 22 | 1.8% | $1.50万 | 加仓 |
| SHOP | SHOPIFY INC | $67.57万 | 0.32% | 5,696 | -7 | -0.1% | -$830 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $67.27万 | 0.31% | 2,287 | 88 | 4.0% | $2.59万 | 加仓 |
| META | META PLATFORMS INC | $61.57万 | 0.29% | 1,076 | 243 | 29.2% | $13.91万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $59.62万 | 0.28% | 11,930 | -6,303 | -34.6% | -$31.50万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $56.77万 | 0.27% | 18,336 | 46 | 0.3% | $1,424 | 加仓 |
| AVGO | BROADCOM INC | $51.58万 | 0.24% | 1,666 | 584 | 54.0% | $18.08万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $50.93万 | 0.24% | 1,166 | 8 | 0.7% | $3,494 | 加仓 |
| GM | GENERAL MTRS CO | $45.65万 | 0.21% | 6,127 | 3,561 | 138.8% | $26.53万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $41.75万 | 0.20% | 2,604 | 241 | 10.2% | $3.86万 | 加仓 |
| — | EXXON MOBIL CORP | $40.77万 | 0.19% | 2,403 | 212 | 9.7% | $3.60万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $40.25万 | 0.19% | 20,267 | 314 | 1.6% | $6,236 | 加仓 |
| CVX | CHEVRON CORPORATION | $39.47万 | 0.18% | 1,908 | 109 | 6.1% | $2.25万 | 加仓 |
| RTX | RTX CORPORATION | $37.80万 | 0.18% | 1,960 | 706 | 56.3% | $13.62万 | 加仓 |
| MCD | MCDONALDS CORP | $37.31万 | 0.17% | 1,200 | 13 | 1.1% | $4,042 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.71万 | 0.17% | 2,472 | 94 | 4.0% | $1.36万 | 加仓 |
| ORCL | ORACLE CORP | $34.23万 | 0.16% | 2,327 | 180 | 8.4% | $2.65万 | 加仓 |
| SRE | SEMPRA | $33.13万 | 0.15% | 3,410 | 716 | 26.6% | $6.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.13万 | 0.15% | 509 | -4 | -0.8% | -$2,603 | 减仓 |
| V | VISA INC | $32.94万 | 0.15% | 1,090 | 16 | 1.5% | $4,836 | 加仓 |
| GOOG | ALPHABET INC | $32.41万 | 0.15% | 1,130 | 83 | 7.9% | $2.38万 | 加仓 |
| UNP | UNION PAC CORP | $29.04万 | 0.14% | 1,197 | 13 | 1.1% | $3,154 | 加仓 |
| EPI | WISDOMTREE TR | $28.85万 | 0.13% | 7,071 | -7,120 | -50.2% | -$29.05万 | 减仓 |
| CAT | CATERPILLAR INC | $28.26万 | 0.13% | 399 | 399 | — | $28.26万 | 新建仓 |
| GLD | SPDR GOLD TR | $25.00万 | 0.12% | 581 | -103 | -15.1% | -$4.43万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $24.62万 | 0.12% | 9,808 | -34 | -0.3% | -$853 | 减仓 |
| GEV | GE VERNOVA INC | $22.81万 | 0.11% | 261 | 261 | — | $22.81万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $22.20万 | 0.10% | 2,241 | 10 | 0.4% | $991 | 加仓 |
| NFLX | NETFLIX INC. | $20.86万 | 0.10% | 2,170 | 2,170 | — | $20.86万 | 新建仓 |
| WMT | WALMART INC | $20.67万 | 0.10% | 1,664 | 1,664 | — | $20.67万 | 新建仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -1,742 | -100.0% | -$24.27万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -358 | -100.0% | -$20.28万 | 清仓 |