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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC. | $2.95万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $2.96万 | 0.01% | 720 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3.00万 | 0.01% | 60 | -394 | -86.8% | -$19.69万 | 减仓 |
| EME | EMCOR GROUP INC | $3.03万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $3.20万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $3.25万 | 0.01% | 334 | -186 | -35.8% | -$1.81万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $3.26万 | 0.01% | 398 | -41 | -9.3% | -$3,361 | 减仓 |
| F | FORD MTR CO | $3.45万 | 0.01% | 2,986 | 1,029 | 52.6% | $1.19万 | 加仓 |
| AZN | ASTRAZENECA PLC | $3.45万 | 0.01% | 175 | 175 | — | $3.45万 | 新建仓 |
| ICLN | ISHARES TR | $3.56万 | 0.01% | 1,946 | 15 | 0.8% | $274 | 加仓 |
| KIM | KIMCO REALTY CORP | $3.65万 | 0.01% | 1,626 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $3.68万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $3.75万 | 0.01% | 250 | 100 | 66.7% | $1.50万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3.78万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $3.98万 | 0.01% | 875 | 875 | — | $3.98万 | 新建仓 |
| AVGO | BROADCOM INC | $3.99万 | 0.01% | 129 | 9 | 7.5% | $2,786 | 加仓 |
| INTC | INTEL CORP | $4.03万 | 0.01% | 913 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $4.11万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $4.18万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $4.29万 | 0.01% | 276 | 3 | 1.1% | $466 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $4.35万 | 0.01% | 538 | 8 | 1.5% | $646 | 加仓 |
| IWR | ISHARES TR | $4.36万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $4.48万 | 0.01% | 789 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $4.74万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $4.79万 | 0.01% | 85 | 35 | 70.0% | $1.97万 | 加仓 |
| FXI | ISHARES TR | $4.81万 | 0.01% | 1,341 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $4.90万 | 0.01% | 598 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $4.96万 | 0.01% | 483 | 113 | 30.5% | $1.16万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $4.97万 | 0.01% | 443 | 2 | 0.5% | $225 | 加仓 |
| ET | ENERGY TRANSFER L P | $4.99万 | 0.01% | 2,586 | 666 | 34.7% | $1.29万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $5.04万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $5.24万 | 0.01% | 736 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.25万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $5.27万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $5.28万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $5.35万 | 0.01% | 2,784 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $5.37万 | 0.01% | 370 | 153 | 70.5% | $2.22万 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $5.46万 | 0.01% | 3,967 | 3,967 | — | $5.46万 | 新建仓 |
| SBUX | STARBUCKS CORP | $5.47万 | 0.01% | 611 | -22 | -3.5% | -$1,970 | 减仓 |
| VREX | VAREX IMAGING CORP | $5.50万 | 0.01% | 5,180 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $5.55万 | 0.01% | 1,938 | -173 | -8.2% | -$4,958 | 减仓 |
| — | LISTED FDS TR | $5.80万 | 0.01% | 978 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $5.87万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $5.90万 | 0.01% | 235 | 35 | 17.5% | $8,783 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $5.98万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $6.01万 | 0.02% | 766 | 87 | 12.8% | $6,824 | 加仓 |
| — | SP FUNDS TRUST | $6.04万 | 0.02% | 2,143 | 1,103 | 106.1% | $3.11万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $6.07万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $6.17万 | 0.02% | 509 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $6.18万 | 0.02% | 459 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $6.44万 | 0.02% | 673 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $6.63万 | 0.02% | 2,784 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $6.64万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $6.72万 | 0.02% | 590 | -22 | -3.6% | -$2,508 | 减仓 |
| VTV | VANGUARD INDEX FDS | $6.73万 | 0.02% | 343 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $6.86万 | 0.02% | 442 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $6.95万 | 0.02% | 3,103 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $7.00万 | 0.02% | 2,665 | 579 | 27.8% | $1.52万 | 加仓 |
| NVT | NVENT ELEC PLC | $7.10万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $7.25万 | 0.02% | 709 | 0 | 0.0% | — | 不变 |
| VFVA | VANGUARD WELLINGTON FD | $7.44万 | 0.02% | 553 | 4 | 0.7% | $538 | 加仓 |
| IGIB | ISHARES TR | $7.47万 | 0.02% | 1,404 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $7.54万 | 0.02% | 2,912 | -88 | -2.9% | -$2,277 | 减仓 |
| AOM | ISHARES TR | $7.55万 | 0.02% | 1,594 | 27 | 1.7% | $1,279 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7.57万 | 0.02% | 1,181 | 75 | 6.8% | $4,806 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $7.67万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $7.67万 | 0.02% | 704 | 312 | 79.6% | $3.40万 | 加仓 |
| TECH | BIO-TECHNE CORP | $7.71万 | 0.02% | 1,476 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $7.79万 | 0.02% | 3,147 | 47 | 1.5% | $1,163 | 加仓 |
| STOT | SSGA ACTIVE TR | $8.11万 | 0.02% | 1,720 | 14 | 0.8% | $660 | 加仓 |
| PCG | PG&E CORP | $8.37万 | 0.02% | 4,763 | 10 | 0.2% | $176 | 加仓 |
| DCI | DONALDSON INC | $8.49万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $8.52万 | 0.02% | 527 | -46 | -8.0% | -$7,440 | 减仓 |
| GILD | GILEAD SCIENCES INC | $8.60万 | 0.02% | 617 | 13 | 2.2% | $1,812 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8.64万 | 0.02% | 2,700 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $8.70万 | 0.02% | 351 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $8.94万 | 0.02% | 1,580 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $8.99万 | 0.02% | 1,345 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $9.05万 | 0.02% | 1,712 | 1,712 | — | $9.05万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $9.10万 | 0.02% | 336 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9.14万 | 0.02% | 377 | 65 | 20.8% | $1.58万 | 加仓 |
| VFH | VANGUARD WORLD FD | $9.16万 | 0.02% | 758 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $9.25万 | 0.02% | 106 | 8 | 8.2% | $6,983 | 加仓 |
| AMGN | AMGEN INC | $9.30万 | 0.02% | 264 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $9.31万 | 0.02% | 344 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $9.35万 | 0.02% | 331 | -10 | -2.9% | -$2,824 | 减仓 |
| BA | BOEING CO | $9.43万 | 0.02% | 474 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $9.61万 | 0.02% | 746 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $9.69万 | 0.02% | 1,864 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $10.07万 | 0.03% | 3,910 | 3,910 | — | $10.07万 | 新建仓 |
| MCD | MCDONALDS CORP | $10.09万 | 0.03% | 325 | -53 | -14.0% | -$1.65万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $10.11万 | 0.03% | 1,916 | 64 | 3.5% | $3,378 | 加仓 |
| IWB | ISHARES TR | $10.20万 | 0.03% | 286 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $10.25万 | 0.03% | 673 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $10.52万 | 0.03% | 623 | 1 | 0.2% | $169 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $10.52万 | 0.03% | 443 | 1 | 0.2% | $238 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.54万 | 0.03% | 125 | 1 | 0.8% | $844 | 加仓 |
| WMT | WALMART INC | $10.82万 | 0.03% | 871 | -1,037 | -54.4% | -$12.89万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $10.91万 | 0.03% | 920 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $10.92万 | 0.03% | 606 | 4 | 0.7% | $721 | 加仓 |