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 |
|---|---|---|---|---|---|---|---|---|
| HON | HONEYWELL INTL INC | $20.01万 | 0.04% | 894 | -33 | -3.6% | -$7,385 | 减仓 |
| VB | VANGUARD INDEX FDS | $19.94万 | 0.04% | 658 | 29 | 4.6% | $8,788 | 加仓 |
| HACK | AMPLIFY ETF TR | $19.91万 | 0.04% | 1,898 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $19.72万 | 0.04% | 892 | 892 | — | $19.72万 | 新建仓 |
| BANF | BANCFIRST CORP | $19.45万 | 0.04% | 1,750 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $18.37万 | 0.04% | 521 | 1 | 0.2% | $353 | 加仓 |
| VPU | VANGUARD WORLD FD | $17.97万 | 0.04% | 918 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $17.37万 | 0.04% | 879 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $17.06万 | 0.04% | 6,053 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $16.92万 | 0.04% | 2,352 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $16.58万 | 0.04% | 1,158 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $16.55万 | 0.04% | 219 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $16.51万 | 0.04% | 3,001 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $16.18万 | 0.04% | 985 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $15.89万 | 0.04% | 2,757 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $15.47万 | 0.03% | 1,287 | 11 | 0.9% | $1,323 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $15.16万 | 0.03% | 261 | 3 | 1.2% | $1,743 | 加仓 |
| ORCL | ORACLE CORP | $15.02万 | 0.03% | 1,025 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $14.93万 | 0.03% | 3,292 | -2,735 | -45.4% | -$12.40万 | 减仓 |
| MINT | PIMCO ETF TR | $14.42万 | 0.03% | 1,430 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $14.30万 | 0.03% | 344 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $14.20万 | 0.03% | 4,705 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $14.02万 | 0.03% | 920 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $13.93万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $13.87万 | 0.03% | 993 | 80 | 8.8% | $1.12万 | 加仓 |
| QCOM | QUALCOMM INC | $13.79万 | 0.03% | 746 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $13.44万 | 0.03% | 443 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $13.30万 | 0.03% | 920 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $13.09万 | 0.03% | 746 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $12.63万 | 0.03% | 125 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $12.62万 | 0.03% | 464 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $12.56万 | 0.03% | 2,784 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $12.52万 | 0.03% | 2,341 | 125 | 5.6% | $6,684 | 加仓 |
| GEV | GE VERNOVA INC | $12.45万 | 0.03% | 106 | 0 | 0.0% | — | 不变 |
| SPUS | TIDAL TRUST I | $12.43万 | 0.03% | 2,161 | 2,161 | — | $12.43万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $12.35万 | 0.03% | 365 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $11.86万 | 0.03% | 623 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $11.71万 | 0.03% | 286 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $11.59万 | 0.03% | 331 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $11.53万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $11.50万 | 0.03% | 4,775 | 8 | 0.2% | $193 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $11.47万 | 0.03% | 5,080 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $11.37万 | 0.03% | 4,265 | -286 | -6.3% | -$7,625 | 减仓 |
| CMCSA | COMCAST CORP NEW | $11.33万 | 0.03% | 4,614 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $11.26万 | 0.03% | 1,864 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $10.92万 | 0.02% | 608 | 2 | 0.3% | $359 | 加仓 |
| PSA | PUBLIC STORAGE | $10.70万 | 0.02% | 336 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $10.60万 | 0.02% | 377 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $10.55万 | 0.02% | 351 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $10.43万 | 0.02% | 1,476 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $10.35万 | 0.02% | 1,916 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $10.26万 | 0.02% | 474 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $10.18万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $9.99万 | 0.02% | 673 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $9.98万 | 0.02% | 758 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $9.84万 | 0.02% | 7,441 | -342 | -4.4% | -$4,523 | 减仓 |
| SPYV | SPDR SERIES TRUST | $9.60万 | 0.02% | 1,580 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $9.58万 | 0.02% | 264 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $9.45万 | 0.02% | 510 | -17 | -3.2% | -$3,149 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $9.29万 | 0.02% | 1,345 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $9.18万 | 0.02% | 2,700 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $9.11万 | 0.02% | 1,712 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $8.98万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $8.73万 | 0.02% | 3,152 | 5 | 0.2% | $138 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8.41万 | 0.02% | 1,181 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $8.32万 | 0.02% | 2,912 | 2,912 | — | $8.32万 | 新建仓 |
| IUSG | ISHARES TR | $8.31万 | 0.02% | 442 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $8.26万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| VFVA | VANGUARD WELLINGTON FD | $8.23万 | 0.02% | 554 | 1 | 0.2% | $149 | 加仓 |
| STOT | SSGA ACTIVE TR | $8.12万 | 0.02% | 1,726 | 6 | 0.3% | $282 | 加仓 |
| PCG | PG&E CORP | $8.02万 | 0.02% | 4,769 | 6 | 0.1% | $101 | 加仓 |
| AOM | ISHARES TR | $8.00万 | 0.02% | 1,604 | 10 | 0.6% | $499 | 加仓 |
| MCD | MCDONALDS CORP | $7.89万 | 0.02% | 292 | -33 | -10.2% | -$8,920 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $7.88万 | 0.02% | 235 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $7.84万 | 0.02% | 590 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $7.81万 | 0.02% | 709 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $7.73万 | 0.02% | 612 | -5 | -0.8% | -$631 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $7.53万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $7.53万 | 0.02% | 286 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $7.47万 | 0.02% | 343 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $7.47万 | 0.02% | 1,404 | 0 | 0.0% | — | 不变 |
| — | SP FUNDS TRUST | $7.43万 | 0.02% | 2,148 | 5 | 0.2% | $173 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7.18万 | 0.02% | 834 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $6.98万 | 0.02% | 978 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $6.92万 | 0.02% | 3,103 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $6.92万 | 0.02% | 673 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $6.74万 | 0.02% | 459 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $6.65万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $6.42万 | 0.01% | 2,665 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $6.37万 | 0.01% | 538 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $6.24万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $6.14万 | 0.01% | 146 | -12 | -7.6% | -$5,047 | 减仓 |
| HPQ | HP INC | $6.11万 | 0.01% | 2,784 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $6.06万 | 0.01% | 736 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $6.03万 | 0.01% | 2,941 | 995 | 51.1% | $2.04万 | 加仓 |
| MMM | 3M CO | $5.99万 | 0.01% | 370 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $5.91万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $5.87万 | 0.01% | 444 | 1 | 0.2% | $132 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $5.86万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $5.77万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |