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 |
|---|---|---|---|---|---|---|---|---|
| VPU | VANGUARD WORLD FD | $18.19万 | 0.05% | 918 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $17.72万 | 0.04% | 7,059 | 128 | 1.8% | $3,213 | 加仓 |
| SPYX | SPDR SERIES TRUST | $17.64万 | 0.04% | 3,327 | -1,875 | -36.0% | -$9.94万 | 减仓 |
| HD | HOME DEPOT INC | $17.10万 | 0.04% | 520 | -68 | -11.6% | -$2.24万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $16.72万 | 0.04% | 2,757 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $16.67万 | 0.04% | 4,705 | -4,045 | -46.2% | -$14.34万 | 减仓 |
| VB | VANGUARD INDEX FDS | $16.47万 | 0.04% | 629 | 71 | 12.7% | $1.86万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $16.20万 | 0.04% | 879 | -302 | -25.6% | -$5.57万 | 减仓 |
| MO | ALTRIA GROUP INC | $15.52万 | 0.04% | 2,352 | 750 | 46.8% | $4.95万 | 加仓 |
| HSY | HERSHEY CO | $15.51万 | 0.04% | 746 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $15.25万 | 0.04% | 1,276 | 14 | 1.1% | $1,673 | 加仓 |
| EMR | EMERSON ELEC CO | $15.17万 | 0.04% | 1,158 | 250 | 27.5% | $3.28万 | 加仓 |
| SLV | ISHARES SILVER TR | $15.10万 | 0.04% | 2,216 | 160 | 7.8% | $1.09万 | 加仓 |
| ORCL | ORACLE CORP | $15.08万 | 0.04% | 1,025 | -166 | -13.9% | -$2.44万 | 减仓 |
| CSCO | CISCO SYS INC | $14.66万 | 0.04% | 1,890 | -524 | -21.7% | -$4.07万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $14.54万 | 0.04% | 3,001 | 159 | 5.6% | $7,705 | 加仓 |
| GNRC | GENERAC HLDGS INC | $14.42万 | 0.04% | 738 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $14.39万 | 0.04% | 1,430 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $14.25万 | 0.04% | 1,898 | 2 | 0.1% | $150 | 加仓 |
| ITOT | ISHARES TR | $14.03万 | 0.04% | 985 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $13.45万 | 0.03% | 920 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $13.39万 | 0.03% | 4,767 | 264 | 5.9% | $7,414 | 加仓 |
| ECL | ECOLAB INC | $13.30万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $13.25万 | 0.03% | 4,614 | -653 | -12.4% | -$1.87万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $13.13万 | 0.03% | 5,080 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $12.50万 | 0.03% | 4,551 | 495 | 12.2% | $1.36万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $11.69万 | 0.03% | 7,783 | 370 | 5.0% | $5,557 | 加仓 |
| UNP | UNION PAC CORP | $11.26万 | 0.03% | 464 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $11.14万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $11.04万 | 0.03% | 365 | 34 | 10.3% | $1.03万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $10.92万 | 0.03% | 606 | 4 | 0.7% | $721 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $10.91万 | 0.03% | 920 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $10.82万 | 0.03% | 871 | -1,037 | -54.4% | -$12.89万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.54万 | 0.03% | 125 | 1 | 0.8% | $844 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $10.52万 | 0.03% | 443 | 1 | 0.2% | $238 | 加仓 |
| IBB | ISHARES TR | $10.52万 | 0.03% | 623 | 1 | 0.2% | $169 | 加仓 |
| BMI | BADGER METER INC | $10.25万 | 0.03% | 673 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $10.20万 | 0.03% | 286 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $10.11万 | 0.03% | 1,916 | 64 | 3.5% | $3,378 | 加仓 |
| MCD | MCDONALDS CORP | $10.09万 | 0.03% | 325 | -53 | -14.0% | -$1.65万 | 减仓 |
| — | VIRTUS ETF TR II | $10.07万 | 0.03% | 3,910 | 3,910 | — | $10.07万 | 新建仓 |
| USB | US BANCORP | $9.69万 | 0.02% | 1,864 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $9.61万 | 0.02% | 746 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $9.43万 | 0.02% | 474 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $9.35万 | 0.02% | 331 | -10 | -2.9% | -$2,824 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $9.31万 | 0.02% | 344 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $9.30万 | 0.02% | 264 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $9.25万 | 0.02% | 106 | 8 | 8.2% | $6,983 | 加仓 |
| VFH | VANGUARD WORLD FD | $9.16万 | 0.02% | 758 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9.14万 | 0.02% | 377 | 65 | 20.8% | $1.58万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $9.10万 | 0.02% | 336 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $9.05万 | 0.02% | 1,712 | 1,712 | — | $9.05万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $8.99万 | 0.02% | 1,345 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $8.94万 | 0.02% | 1,580 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $8.70万 | 0.02% | 351 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8.64万 | 0.02% | 2,700 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $8.60万 | 0.02% | 617 | 13 | 2.2% | $1,812 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $8.52万 | 0.02% | 527 | -46 | -8.0% | -$7,440 | 减仓 |
| DCI | DONALDSON INC | $8.49万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $8.37万 | 0.02% | 4,763 | 10 | 0.2% | $176 | 加仓 |
| STOT | SSGA ACTIVE TR | $8.11万 | 0.02% | 1,720 | 14 | 0.8% | $660 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $7.79万 | 0.02% | 3,147 | 47 | 1.5% | $1,163 | 加仓 |
| TECH | BIO-TECHNE CORP | $7.71万 | 0.02% | 1,476 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $7.67万 | 0.02% | 704 | 312 | 79.6% | $3.40万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $7.67万 | 0.02% | 611 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $7.57万 | 0.02% | 1,181 | 75 | 6.8% | $4,806 | 加仓 |
| AOM | ISHARES TR | $7.55万 | 0.02% | 1,594 | 27 | 1.7% | $1,279 | 加仓 |
| CCL | CARNIVAL CORP | $7.54万 | 0.02% | 2,912 | -88 | -2.9% | -$2,277 | 减仓 |
| IGIB | ISHARES TR | $7.47万 | 0.02% | 1,404 | 0 | 0.0% | — | 不变 |
| VFVA | VANGUARD WELLINGTON FD | $7.44万 | 0.02% | 553 | 4 | 0.7% | $538 | 加仓 |
| IUSV | ISHARES TR | $7.25万 | 0.02% | 709 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $7.10万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $7.00万 | 0.02% | 2,665 | 579 | 27.8% | $1.52万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $6.95万 | 0.02% | 3,103 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $6.86万 | 0.02% | 442 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $6.73万 | 0.02% | 343 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $6.72万 | 0.02% | 590 | -22 | -3.6% | -$2,508 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $6.64万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $6.63万 | 0.02% | 2,784 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $6.44万 | 0.02% | 673 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $6.18万 | 0.02% | 459 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $6.17万 | 0.02% | 509 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $6.07万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| — | SP FUNDS TRUST | $6.04万 | 0.02% | 2,143 | 1,103 | 106.1% | $3.11万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $6.01万 | 0.02% | 766 | 87 | 12.8% | $6,824 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $5.98万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $5.90万 | 0.01% | 235 | 35 | 17.5% | $8,783 | 加仓 |
| TSLA | TESLA INC | $5.87万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $5.80万 | 0.01% | 978 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $5.55万 | 0.01% | 1,938 | -173 | -8.2% | -$4,958 | 减仓 |
| VREX | VAREX IMAGING CORP | $5.50万 | 0.01% | 5,180 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5.47万 | 0.01% | 611 | -22 | -3.5% | -$1,970 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $5.46万 | 0.01% | 3,967 | 3,967 | — | $5.46万 | 新建仓 |
| MMM | 3M CO | $5.37万 | 0.01% | 370 | 153 | 70.5% | $2.22万 | 加仓 |
| HPQ | HP INC | $5.35万 | 0.01% | 2,784 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $5.28万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $5.27万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.25万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $5.24万 | 0.01% | 736 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $5.04万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |