13F 机构持仓

Pacific Center for Financial Services

DANVILLE CA · SEC CIK 0001698222

2026Q22026Q1 更早 9 个季度 🔒
$4.48亿2026Q2 申报市值
499持仓数
72.9%前十大占比 · 第一大 13.9%
10 / 24新建仓 / 清仓
申报市值走势$4.48亿2026Q2
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

QQQ 13.9%
VUSB 13.6%
VTI 10.8%
SMLF 7.5%
VO 6.5%
VXUS 6.3%
USMV 4.9%
IJH 3.8%
MGK 3.3%
SHV 2.2%

2026Q2 买入最多 按季末市值估算

VUSB 加仓+$490.77万
SHV 加仓+$255.93万
VXUS 加仓+$84.92万
SCHD 加仓+$30.87万
VO 加仓+$23.13万

2026Q2 卖出最多 按季末市值估算

QQQ 减仓-$152.51万
SOXX 减仓-$45.49万
USMV 减仓-$22.58万
MGK 减仓-$18.01万
XLU 减仓-$12.40万

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
GIS GENERAL MILLS INC $1.24万0.00%357 00.0% — 不变
NWSA NEWS CORP NEW $1.25万0.00%505 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $1.27万0.00%280 00.0% — 不变
— LXP INDUSTRIAL TRUST $1.29万0.00%239 00.0% — 不变
NVO NOVO-NORDISK A S $1.29万0.00%270 00.0% — 不变
FBT FIRST TR EXCHANGE-TRADED FD $1.30万0.00%52 00.0% — 不变
INVH INVITATION HOMES INC $1.32万0.00%438 00.0% — 不变
ARKG ARK ETF TR $1.40万0.00%332 00.0% — 不变
WTS WATTS WATER TECHNOLOGIES INC $1.41万0.00%36 00.0% — 不变
BXMT BLACKSTONE MORTGAGE TRUST IN $1.44万0.00%850 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP $1.45万0.00%1,469 00.0% — 不变
SIL GLOBAL X FDS $1.45万0.00%187 00.0% — 不变
SPYG SPDR SERIES TRUST $1.45万0.00%122 00.0% — 不变
PAGP PLAINS GP HLDGS L P $1.46万0.00%600 00.0% — 不变
VOT VANGUARD INDEX FDS $1.47万0.00%48 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $1.48万0.00%70 -47-40.2% -$9,963 减仓
PGR PROGRESSIVE CORP $1.49万0.00%68 00.0% — 不变
DVN DEVON ENERGY CORP NEW $1.49万0.00%360 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $1.55万0.00%52 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1.55万0.00%47 00.0% — 不变
IWC ISHARES TR $1.58万0.00%79 00.0% — 不变
OKE ONEOK INC NEW $1.59万0.00%183 00.0% — 不变
APH AMPHENOL CORP $1.62万0.00%92 00.0% — 不变
EIX EDISON INTL $1.62万0.00%218 00.0% — 不变
LLY ELI LILLY & CO $1.68万0.00%14 00.0% — 不变
QQQJ INVESCO EXCH TRADED FD TR II $1.72万0.00%379 00.0% — 不变
LOW LOWES COS INC $1.73万0.00%78 00.0% — 不变
TSCO TRACTOR SUPPLY CO $1.74万0.00%550 00.0% — 不变
CR CRANE COMPANY $1.76万0.00%79 00.0% — 不变
ROKU ROKU INC $1.80万0.00%130 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $1.84万0.00%140 00.0% — 不变
SPYM SPDR SERIES TRUST $1.86万0.00%212 00.0% — 不变
— ISHARES TR $1.87万0.00%555 20.4% $68 加仓
NKE NIKE INC $1.89万0.00%461 00.0% — 不变
MDLZ MONDELEZ INTL INC $1.90万0.00%328 00.0% — 不变
CAKE CHEESECAKE FACTORY INC $1.90万0.00%239 00.0% — 不变
WDAY WORKDAY INC $1.92万0.00%157 00.0% — 不变
NVS NOVARTIS AG $1.93万0.00%123 00.0% — 不变
XLC SELECT SECTOR SPDR TR $1.93万0.00%180 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $1.94万0.00%14 00.0% — 不变
STWD STARWOOD PPTY TR INC $1.97万0.00%1,200 00.0% — 不变
SNAP SNAP INC $1.97万0.00%4,436 00.0% — 不变
FITB FIFTH THIRD BANCORP $1.97万0.00%350 00.0% — 不变
ARTY ISHARES TR $1.98万0.00%260 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $2.00万0.00%1,150 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $2.03万0.00%229 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $2.06万0.00%183 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS I $2.06万0.00%375 00.0% — 不变
MAR MARRIOTT INTL INC NEW $2.08万0.00%56 00.0% — 不变
CRM SALESFORCE INC $2.14万0.00%137 00.0% — 不变
LQD ISHARES TR $2.18万0.00%200 -31-13.4% -$3,381 减仓
IJJ ISHARES TR $2.19万0.00%148 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $2.20万0.00%929 00.0% — 不变
MA MASTERCARD INCORPORATED $2.21万0.00%43 -17-28.3% -$8,731 减仓
SPG SIMON PPTY GROUP INC NEW $2.21万0.00%99 00.0% — 不变
IEMG ISHARES INC $2.23万0.00%269 00.0% — 不变
COF CAPITAL ONE FINL CORP $2.23万0.00%111 00.0% — 不变
YUM YUM BRANDS INC $2.24万0.00%140 00.0% — 不变
HWM HOWMET AEROSPACE INC $2.29万0.01%85 00.0% — 不变
IAGG ISHARES TR $2.30万0.01%454 00.0% — 不变
FUL FULLER H B CO $2.33万0.01%400 00.0% — 不变
RSPH INVESCO EXCHANGE TRADED FD T $2.34万0.01%706 10.1% $33 加仓
TJX TJX COS INC NEW $2.35万0.01%155 00.0% — 不变
IJK ISHARES TR $2.40万0.01%204 00.0% — 不变
EQIX EQUINIX INC $2.40万0.01%23 00.0% — 不变
MET METLIFE INC $2.42万0.01%286 00.0% — 不变
XT ISHARES TR $2.46万0.01%298 00.0% — 不变
SMMV ISHARES TR $2.51万0.01%546 00.0% — 不变
ESS ESSEX PPTY TR INC $2.52万0.01%86 00.0% — 不变
FCEL FUELCELL ENERGY INC $2.53万0.01%703 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $2.54万0.01%282 00.0% — 不变
DELL DELL TECHNOLOGIES INC $2.55万0.01%59 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $2.55万0.01%314 00.0% — 不变
AFL AFLAC INC $2.58万0.01%220 00.0% — 不变
CVS CVS HEALTH CORP $2.59万0.01%250 00.0% — 不变
LRCX LAM RESEARCH CORP $2.60万0.01%60 00.0% — 不变
SPTL SPDR SERIES TRUST $2.62万0.01%997 00.0% — 不变
PAVE GLOBAL X FDS $2.64万0.01%448 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $2.96万0.01%189 10.5% $157 加仓
IYF ISHARES TR $3.01万0.01%236 00.0% — 不变
PLD PROLOGIS INC. $3.02万0.01%223 00.0% — 不变
IEFA ISHARES TR $3.03万0.01%314 00.0% — 不变
SRE SEMPRA $3.10万0.01%334 00.0% — 不变
LUV SOUTHWEST AIRLS CO $3.12万0.01%607 00.0% — 不变
KOMP SPDR SERIES TRUST $3.12万0.01%437 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $3.14万0.01%526 00.0% — 不变
SNA SNAP ON INC $3.22万0.01%80 00.0% — 不变
QCLN FIRST TR EXCHANGE-TRADED FD $3.22万0.01%525 00.0% — 不变
XLP SELECT SECTOR SPDR TR $3.31万0.01%398 00.0% — 不变
MFC MANULIFE FINL CORP $3.31万0.01%817 00.0% — 不变
ACN ACCENTURE PLC IRELAND $3.31万0.01%266 00.0% — 不变
AZN ASTRAZENECA PLC $3.32万0.01%175 00.0% — 不变
ABT ABBOTT LABORATORIES $3.36万0.01%370 -113-23.4% -$1.03万 减仓
EME EMCOR GROUP INC $3.40万0.01%41 00.0% — 不变
CSX CSX CORP $3.42万0.01%720 00.0% — 不变
CSQ CALAMOS STRATEGIC TOTAL RETU $3.48万0.01%1,692 00.0% — 不变
PRU PRUDENTIAL FINL INC $3.54万0.01%328 00.0% — 不变
— LISTED FDS TR $3.63万0.01%919 00.0% — 不变
ET ENERGY TRANSFER L P $3.67万0.01%1,920 -666-25.8% -$1.27万 减仓
EPD ENTERPRISE PRODS PARTNERS L $3.68万0.01%1,000 00.0% — 不变