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 |
|---|---|---|---|---|---|---|---|---|
| IHI | ISHARES TR | $112.53万 | 0.29% | 21,092 | 2 | 0.0% | $107 | 加仓 |
| V | VISA INC | $125.54万 | 0.32% | 4,154 | -871 | -17.3% | -$26.32万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $128.24万 | 0.33% | 8,879 | 653 | 7.9% | $9.43万 | 加仓 |
| GLD | SPDR GOLD TR | $134.55万 | 0.34% | 3,127 | -229 | -6.8% | -$9.85万 | 减仓 |
| GOOG | ALPHABET INC | $142.63万 | 0.36% | 4,972 | -181 | -3.5% | -$5.19万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.36% | 2 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $156.63万 | 0.40% | 4,766 | 24 | 0.5% | $7,887 | 加仓 |
| VOO | VANGUARD INDEX FDS | $173.61万 | 0.44% | 2,905 | -173 | -5.6% | -$10.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $177.81万 | 0.45% | 4,804 | -9 | -0.2% | -$3,331 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $246.77万 | 0.63% | 3,794 | -1,123 | -22.8% | -$73.04万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $262.68万 | 0.67% | 12,764 | 264 | 2.1% | $5.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $296.29万 | 0.75% | 16,989 | -2,177 | -11.4% | -$37.97万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $310.91万 | 0.79% | 35,052 | -141,035 | -80.1% | -$1,250.96万 | 减仓 |
| CVX | CHEVRON CORPORATION | $336.94万 | 0.85% | 16,285 | 2,339 | 16.8% | $48.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $348.14万 | 0.88% | 7,265 | -1,259 | -14.8% | -$60.33万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $371.85万 | 0.94% | 50,841 | -6,434 | -11.2% | -$47.06万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $522.23万 | 1.32% | 35,262 | 332 | 1.0% | $4.92万 | 加仓 |
| SHV | ISHARES TR | $735.20万 | 1.86% | 66,600 | 64,715 | 3,433.2% | $714.39万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $761.91万 | 1.93% | 12,353 | -557 | -4.3% | -$34.35万 | 减仓 |
| AAPL | APPLE INC | $816.54万 | 2.07% | 32,174 | -935 | -2.8% | -$23.73万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $876.66万 | 2.22% | 154,667 | -5,661 | -3.5% | -$32.09万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,250.27万 | 3.17% | 34,027 | -798 | -2.3% | -$29.32万 | 减仓 |
| IJH | ISHARES TR | $1,459.53万 | 3.70% | 216,131 | -13,504 | -5.9% | -$91.19万 | 减仓 |
| USMV | ISHARES TR | $2,142.60万 | 5.43% | 231,033 | -7,312 | -3.1% | -$67.81万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,487.95万 | 6.31% | 322,650 | 301,710 | 1,440.8% | $2,326.49万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,588.83万 | 6.57% | 90,146 | -1,941 | -2.1% | -$55.74万 | 减仓 |
| SMLF | ISHARES TR | $2,855.69万 | 7.24% | 378,287 | -20,432 | -5.1% | -$154.24万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,168.86万 | 10.57% | 129,948 | -8,995 | -6.5% | -$288.57万 | 减仓 |
| QQQ | INVESCO QQQ TR | $5,016.45万 | 12.72% | 86,913 | -7,622 | -8.1% | -$439.93万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $5,594.83万 | 14.19% | 1,123,799 | 121,962 | 12.2% | $607.19万 | 加仓 |