Pacific Center for Financial Services
DANVILLE CA · SEC CIK 0001698222
$3.94亿2026Q1 申报市值
512持仓数
72.1%前十大占比 · 第一大 14.2%
55 / 18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
VXUS 加仓+$2,326.49万
SHV 加仓+$714.39万
VUSB 加仓+$607.19万
CVX 加仓+$48.39万
NFLX 加仓+$26.74万
2026Q1 卖出最多 按季末市值估算
VNQ 减仓-$1,250.96万
QQQ 减仓-$439.93万
VTI 减仓-$288.57万
XLRE 减仓-$236.07万
SMLF 减仓-$154.24万
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 |
|---|---|---|---|---|---|---|---|---|
| WABC | WESTAMERICA BANCORPORATION | $9,909 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $9,923 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.04万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $1.04万 | 0.00% | 25 | 25 | — | $1.04万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.04万 | 0.00% | 217 | 217 | — | $1.04万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.05万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1.05万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.07万 | 0.00% | 73 | 46 | 170.4% | $6,729 | 加仓 |
| INVH | INVITATION HOMES INC | $1.09万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST | $1.11万 | 0.00% | 239 | 239 | — | $1.11万 | 新建仓 |
| TRGP | TARGA RES CORP | $1.13万 | 0.00% | 45 | 45 | — | $1.13万 | 新建仓 |
| CTVA | CORTEVA INC | $1.14万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $1.16万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1.18万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.19万 | 0.00% | 122 | 1 | 0.8% | $98 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.21万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $1.21万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1.23万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $1.24万 | 0.00% | 300 | 300 | — | $1.24万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $1.24万 | 0.00% | 48 | -7 | -12.7% | -$1,801 | 减仓 |
| NWSA | NEWS CORP NEW | $1.26万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $1.26万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1.28万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $1.29万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $1.31万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1.33万 | 0.00% | 1,469 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.33万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.35万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $1.35万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $1.37万 | 0.00% | 379 | 1 | 0.3% | $36 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.43万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $1.46万 | 0.00% | 600 | 600 | — | $1.46万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.46万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.48万 | 0.00% | 280 | -195 | -41.1% | -$1.03万 | 减仓 |
| KR | KROGER CO | $1.49万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $1.53万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1.60万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.61万 | 0.00% | 553 | 3 | 0.5% | $87 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1.62万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1.63万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $1.63万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1.63万 | 0.00% | 164 | 164 | — | $1.63万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1.65万 | 0.00% | 276 | 276 | — | $1.65万 | 新建仓 |
| SNDK | SANDISK CORP | $1.65万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $1.65万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $1.68万 | 0.00% | 187 | 187 | — | $1.68万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.73万 | 0.00% | 1,150 | 1,050 | 1,050.0% | $1.58万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.74万 | 0.00% | 229 | 229 | — | $1.74万 | 新建仓 |
| CVS | CVS HEALTH CORP | $1.80万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $1.81万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1.84万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.85万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.85万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.88万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1.88万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.89万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.91万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $1.96万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $1.96万 | 0.00% | 148 | -72 | -32.7% | -$9,540 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $2.00万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $2.00万 | 0.01% | 929 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.02万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.03万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $2.03万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $2.04万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $2.04万 | 0.01% | 4,436 | -3,007 | -40.4% | -$1.38万 | 减仓 |
| IJK | ISHARES TR | $2.05万 | 0.01% | 204 | -104 | -33.8% | -$1.05万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $2.07万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $2.07万 | 0.01% | 86 | -107 | -55.4% | -$2.58万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $2.12万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $2.13万 | 0.01% | 705 | 3 | 0.4% | $91 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2.16万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2.18万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2.25万 | 0.01% | 117 | 48 | 69.6% | $9,249 | 加仓 |
| EQIX | EQUINIX INC | $2.25万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $2.27万 | 0.01% | 454 | -114 | -20.1% | -$5,705 | 减仓 |
| PAVE | GLOBAL X FDS | $2.28万 | 0.01% | 448 | 2 | 0.4% | $102 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2.28万 | 0.01% | 607 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $2.35万 | 0.01% | 66 | 33 | 100.0% | $1.18万 | 加仓 |
| SMMV | ISHARES TR | $2.38万 | 0.01% | 546 | -89 | -14.0% | -$3,882 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2.40万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $2.41万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.44万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $2.44万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $2.47万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $2.48万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2.49万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $2.52万 | 0.01% | 231 | -34 | -12.8% | -$3,706 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2.54万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2.55万 | 0.01% | 137 | -74 | -35.1% | -$1.38万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $2.56万 | 0.01% | 437 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $2.60万 | 0.01% | 188 | 2 | 1.1% | $277 | 加仓 |
| SPTL | SPDR SERIES TRUST | $2.62万 | 0.01% | 997 | -256 | -20.4% | -$6,733 | 减仓 |
| IYF | ISHARES TR | $2.78万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $2.81万 | 0.01% | 817 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $2.82万 | 0.01% | 919 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $2.84万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.84万 | 0.01% | 526 | -344 | -39.5% | -$1.86万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $2.90万 | 0.01% | 1,692 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $2.91万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |