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
PEP PEPSICO INC $3.77万0.01%278 20.7% $271 加仓
XSD SPDR SERIES TRUST $3.81万0.01%61 61— $3.81万 新建仓
AVGO BROADCOM INC $3.97万0.01%105 -24-18.6% -$9,066 减仓
RTX RTX CORPORATION $4.04万0.01%213 00.0% — 不变
KIM KIMCO REALTY CORP $4.12万0.01%1,626 00.0% — 不变
F FORD MTR CO $4.17万0.01%2,998 120.4% $167 加仓
SPYD SPDR SERIES TRUST $4.17万0.01%875 00.0% — 不变
FXI ISHARES TR $4.24万0.01%1,341 00.0% — 不变
UPS UNITED PARCEL SVCS INC $4.57万0.01%425 00.0% — 不变
DASH DOORDASH INC $4.61万0.01%250 00.0% — 不变
WMT WALMART INC $4.72万0.01%417 -454-52.1% -$5.14万 减仓
IWR ISHARES TR $4.94万0.01%448 00.0% — 不变
WDC WESTERN DIGITAL CORP $5.11万0.01%80 00.0% — 不变
EVRG EVERGY INC $5.17万0.01%598 00.0% — 不变
ALK ALASKA AIR GROUP INC $5.22万0.01%1,000 00.0% — 不变
PNW PINNACLE WEST CAP CORP $5.35万0.01%500 00.0% — 不变
DE DEERE & CO $5.39万0.01%85 00.0% — 不变
EEM ISHARES TR $5.40万0.01%789 00.0% — 不变
VREX VAREX IMAGING CORP $5.40万0.01%5,180 00.0% — 不变
PGF INVESCO EXCHANGE TRADED FD T $5.44万0.01%3,967 00.0% — 不变
IJS ISHARES TR $5.47万0.01%400 00.0% — 不变
SPTI SPDR SERIES TRUST $5.50万0.01%1,938 00.0% — 不变
BSV VANGUARD BD INDEX FDS $5.71万0.01%733 -33-4.3% -$2,571 减仓
PH PARKER-HANNIFIN CORP $5.77万0.01%59 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $5.86万0.01%611 00.0% — 不变
ESGV VANGUARD WORLD FD $5.87万0.01%444 10.2% $132 加仓
SNDK SANDISK CORP $5.91万0.01%26 00.0% — 不变
MMM 3M CO $5.99万0.01%370 00.0% — 不变
ICLN ISHARES TR $6.03万0.01%2,941 99551.1% $2.04万 加仓
— DIMENSIONAL ETF TRUST $6.06万0.01%736 00.0% — 不变
HPQ HP INC $6.11万0.01%2,784 00.0% — 不变
TSLA TESLA INC $6.14万0.01%146 -12-7.6% -$5,047 减仓
SBUX STARBUCKS CORP $6.24万0.01%611 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $6.37万0.01%538 00.0% — 不变
— GRANITESHARES ETF TR $6.42万0.01%2,665 00.0% — 不变
TGT TARGET CORP $6.65万0.01%509 00.0% — 不变
DTM DT MIDSTREAM INC $6.74万0.02%459 00.0% — 不变
ESGD ISHARES TR $6.92万0.02%673 00.0% — 不变
SPMB SPDR SERIES TRUST $6.92万0.02%3,103 00.0% — 不变
— LISTED FDS TR $6.98万0.02%978 00.0% — 不变
VUG VANGUARD INDEX FDS $7.18万0.02%834 00.0% — 不变
— SP FUNDS TRUST $7.43万0.02%2,148 50.2% $173 加仓
IGIB ISHARES TR $7.47万0.02%1,404 00.0% — 不变
VTV VANGUARD INDEX FDS $7.47万0.02%343 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATI $7.53万0.02%286 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $7.53万0.02%400 00.0% — 不变
GILD GILEAD SCIENCES INC $7.73万0.02%612 -5-0.8% -$631 减仓
IUSV ISHARES TR $7.81万0.02%709 00.0% — 不变
A AGILENT TECHNOLOGIES INC $7.84万0.02%590 00.0% — 不变
VRT VERTIV HOLDINGS CO $7.88万0.02%235 00.0% — 不变
MCD MCDONALDS CORP $7.89万0.02%292 -33-10.2% -$8,920 减仓
AOM ISHARES TR $8.00万0.02%1,604 100.6% $499 加仓
PCG PG&E CORP $8.02万0.02%4,769 60.1% $101 加仓
STOT SSGA ACTIVE TR $8.12万0.02%1,726 60.3% $282 加仓
VFVA VANGUARD WELLINGTON FD $8.23万0.02%554 10.2% $149 加仓
XLY SELECT SECTOR SPDR TR $8.26万0.02%704 00.0% — 不变
IUSG ISHARES TR $8.31万0.02%442 00.0% — 不变
CCL CARNIVAL CORP LTD $8.32万0.02%2,912 2,912— $8.32万 新建仓
VEA VANGUARD TAX-MANAGED FDS $8.41万0.02%1,181 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $8.73万0.02%3,152 50.2% $138 加仓
DCI DONALDSON INC $8.98万0.02%1,000 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $9.11万0.02%1,712 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $9.18万0.02%2,700 00.0% — 不变
PHO INVESCO EXCHANGE TRADED FD T $9.29万0.02%1,345 00.0% — 不变
XLI SELECT SECTOR SPDR TR $9.45万0.02%510 -17-3.2% -$3,149 减仓
AMGN AMGEN INC $9.58万0.02%264 00.0% — 不变
SPYV SPDR SERIES TRUST $9.60万0.02%1,580 00.0% — 不变
VOD VODAFONE GROUP PLC $9.84万0.02%7,441 -342-4.4% -$4,523 减仓
VFH VANGUARD WORLD FD $9.98万0.02%758 00.0% — 不变
BMI BADGER METER INC $9.99万0.02%673 00.0% — 不变
NVT NVENT ELEC PLC $10.18万0.02%600 00.0% — 不变
BA BOEING CO $10.26万0.02%474 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $10.35万0.02%1,916 00.0% — 不变
TECH BIO-TECHNE CORP $10.43万0.02%1,476 00.0% — 不变
IWM ISHARES TR $10.55万0.02%351 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $10.60万0.02%377 00.0% — 不变
PSA PUBLIC STORAGE $10.70万0.02%336 00.0% — 不变
DLR DIGITAL RLTY TR INC $10.92万0.02%608 20.3% $359 加仓
USB US BANCORP $11.26万0.03%1,864 00.0% — 不变
CMCSA COMCAST CORP NEW $11.33万0.03%4,614 00.0% — 不变
— WARNER BROS DISCOVERY INC $11.37万0.03%4,265 -286-6.3% -$7,625 减仓
— INVESCO EXCHANGE TRADED FD T $11.47万0.03%5,080 00.0% — 不变
PFE PFIZER INC $11.50万0.03%4,775 80.2% $193 加仓
FAST FASTENAL CO $11.53万0.03%2,400 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $11.59万0.03%331 00.0% — 不变
IWB ISHARES TR $11.71万0.03%286 00.0% — 不变
IBB ISHARES TR $11.86万0.03%623 00.0% — 不变
AXP AMERICAN EXPRESS CO $12.35万0.03%365 00.0% — 不变
SPUS TIDAL TRUST I $12.43万0.03%2,161 2,161— $12.43万 新建仓
GEV GE VERNOVA INC $12.45万0.03%106 00.0% — 不变
SLV ISHARES SILVER TR $12.52万0.03%2,341 1255.6% $6,684 加仓
HPE HEWLETT PACKARD ENTERPRISE C $12.56万0.03%2,784 00.0% — 不变
UNP UNION PAC CORP $12.62万0.03%464 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $12.63万0.03%125 00.0% — 不变
HSY HERSHEY CO $13.09万0.03%746 00.0% — 不变
BNY BANK OF NY MELLON CORP $13.30万0.03%920 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $13.44万0.03%443 00.0% — 不变
QCOM QUALCOMM INC $13.79万0.03%746 00.0% — 不变
INTC INTEL CORP $13.87万0.03%993 808.8% $1.12万 加仓
ECL ECOLAB INC $13.93万0.03%500 00.0% — 不变