Pacific Center for Financial Services
DANVILLE CA · SEC CIK 0001698222
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $207.56万 | 0.46% | 3,022 | 117 | 4.0% | $8.04万 | 加仓 |
| SOXX | ISHARES TR | $259.88万 | 0.58% | 4,056 | -710 | -14.9% | -$45.49万 | 减仓 |
| CVX | CHEVRON CORPORATION | $268.66万 | 0.60% | 16,208 | -77 | -0.5% | -$1.28万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $282.35万 | 0.63% | 3,781 | -13 | -0.3% | -$9,708 | 减仓 |
| VXF | VANGUARD INDEX FDS | $314.14万 | 0.70% | 12,759 | -5 | -0.0% | -$1,231 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $332.81万 | 0.74% | 34,513 | -539 | -1.5% | -$5.20万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $340.01万 | 0.76% | 16,993 | 4 | 0.0% | $800 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $360.73万 | 0.80% | 7,209 | -56 | -0.8% | -$2.80万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $380.32万 | 0.85% | 50,777 | -64 | -0.1% | -$4,794 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $558.16万 | 1.25% | 35,320 | 58 | 0.2% | $9,166 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $865.93万 | 1.93% | 12,312 | -41 | -0.3% | -$2.88万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $872.28万 | 1.95% | 154,440 | -227 | -0.1% | -$1.28万 | 减仓 |
| AAPL | APPLE INC | $928.20万 | 2.07% | 32,078 | -96 | -0.3% | -$2.78万 | 减仓 |
| SHV | ISHARES TR | $990.86万 | 2.21% | 89,793 | 23,193 | 34.8% | $255.93万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,477.64万 | 3.30% | 168,086 | -2,049 | -1.2% | -$18.01万 | 减仓 |
| IJH | ISHARES TR | $1,681.81万 | 3.75% | 218,106 | 1,975 | 0.9% | $15.23万 | 加仓 |
| USMV | ISHARES TR | $2,205.96万 | 4.92% | 228,692 | -2,341 | -1.0% | -$22.58万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,843.26万 | 6.34% | 332,583 | 9,933 | 3.1% | $84.92万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,928.35万 | 6.53% | 363,455 | 2,871 | 0.8% | $23.13万 | 加仓 |
| SMLF | ISHARES TR | $3,376.64万 | 7.53% | 378,802 | 515 | 0.1% | $4.59万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,821.02万 | 10.76% | 130,284 | 336 | 0.3% | $12.43万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $6,085.04万 | 13.58% | 1,222,387 | 98,588 | 8.8% | $490.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,247.79万 | 13.94% | 84,842 | -2,071 | -2.4% | -$152.51万 | 减仓 |