13F 机构持仓

Pacific Center for Financial Services

DANVILLE CA · SEC CIK 0001698222

2026Q22026Q1 更早 9 个季度 🔒
$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
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

VUSB 14.2%
QQQ 12.7%
VTI 10.6%
SMLF 7.2%
VO 6.6%
VXUS 6.3%
USMV 5.4%
IJH 3.7%
MGK 3.2%
JEPI 2.2%

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
ET ENERGY TRANSFER L P $4.99万0.01%2,586 66634.7% $1.29万 加仓
ESGV VANGUARD WORLD FD $4.97万0.01%443 20.5% $225 加仓
ABT ABBOTT LABORATORIES $4.96万0.01%483 11330.5% $1.16万 加仓
EVRG EVERGY INC $4.90万0.01%598 00.0% — 不变
FXI ISHARES TR $4.81万0.01%1,341 00.0% — 不变
DE DEERE & CO $4.79万0.01%85 3570.0% $1.97万 加仓
IJS ISHARES TR $4.74万0.01%400 00.0% — 不变
EEM ISHARES TR $4.48万0.01%789 00.0% — 不变
IWR ISHARES TR $4.36万0.01%448 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $4.35万0.01%538 81.5% $646 加仓
PEP PEPSICO INC $4.29万0.01%276 31.1% $466 加仓
UPS UNITED PARCEL SVCS INC $4.18万0.01%425 00.0% — 不变
RTX RTX CORPORATION $4.11万0.01%213 00.0% — 不变
INTC INTEL CORP $4.03万0.01%913 00.0% — 不变
AVGO BROADCOM INC $3.99万0.01%129 97.5% $2,786 加仓
SPYD SPDR SERIES TRUST $3.98万0.01%875 875— $3.98万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $3.78万0.01%1,000 00.0% — 不变
DASH DOORDASH INC $3.75万0.01%250 10066.7% $1.50万 加仓
ALK ALASKA AIR GROUP INC $3.68万0.01%1,000 00.0% — 不变
KIM KIMCO REALTY CORP $3.65万0.01%1,626 00.0% — 不变
ICLN ISHARES TR $3.56万0.01%1,946 150.8% $274 加仓
AZN ASTRAZENECA PLC $3.45万0.01%175 175— $3.45万 新建仓
F FORD MTR CO $3.45万0.01%2,986 1,02952.6% $1.19万 加仓
XLP SELECT SECTOR SPDR TR $3.26万0.01%398 -41-9.3% -$3,361 减仓
SRE SEMPRA $3.25万0.01%334 -186-35.8% -$1.81万 减仓
PRU PRUDENTIAL FINL INC $3.20万0.01%328 00.0% — 不变
EME EMCOR GROUP INC $3.03万0.01%41 00.0% — 不变
MA MASTERCARD INCORPORATED $3.00万0.01%60 -394-86.8% -$19.69万 减仓
CSX CSX CORP $2.96万0.01%720 00.0% — 不变
PLD PROLOGIS INC. $2.95万0.01%223 00.0% — 不变
SNA SNAP ON INC $2.91万0.01%80 00.0% — 不变
CSQ CALAMOS STRATEGIC TOTAL RETU $2.90万0.01%1,692 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $2.84万0.01%526 -344-39.5% -$1.86万 减仓
IEFA ISHARES TR $2.84万0.01%314 00.0% — 不变
— LISTED FDS TR $2.82万0.01%919 00.0% — 不变
MFC MANULIFE FINL CORP $2.81万0.01%817 00.0% — 不变
IYF ISHARES TR $2.78万0.01%236 00.0% — 不变
SPTL SPDR SERIES TRUST $2.62万0.01%997 -256-20.4% -$6,733 减仓
VT VANGUARD INTL EQUITY INDEX F $2.60万0.01%188 21.1% $277 加仓
KOMP SPDR SERIES TRUST $2.56万0.01%437 00.0% — 不变
CRM SALESFORCE INC $2.55万0.01%137 -74-35.1% -$1.38万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $2.54万0.01%314 00.0% — 不变
LQD ISHARES TR $2.52万0.01%231 -34-12.8% -$3,706 减仓
TSCO TRACTOR SUPPLY CO $2.49万0.01%550 00.0% — 不变
TJX TJX COS INC NEW $2.48万0.01%155 00.0% — 不变
FUL FULLER H B CO $2.47万0.01%400 00.0% — 不变
QCLN FIRST TR EXCHANGE-TRADED FD $2.44万0.01%525 00.0% — 不变
NKE NIKE INC $2.44万0.01%461 00.0% — 不变
AFL AFLAC INC $2.41万0.01%220 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $2.40万0.01%183 00.0% — 不变
SMMV ISHARES TR $2.38万0.01%546 -89-14.0% -$3,882 减仓
FDX FEDEX CORP $2.35万0.01%66 33100.0% $1.18万 加仓
LUV SOUTHWEST AIRLS CO $2.28万0.01%607 00.0% — 不变
PAVE GLOBAL X FDS $2.28万0.01%448 20.4% $102 加仓
IAGG ISHARES TR $2.27万0.01%454 -114-20.1% -$5,705 减仓
EQIX EQUINIX INC $2.25万0.01%23 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $2.25万0.01%117 4869.6% $9,249 加仓
YUM YUM BRANDS INC $2.18万0.01%140 00.0% — 不变
WDC WESTERN DIGITAL CORP $2.16万0.01%80 00.0% — 不变
RSPH INVESCO EXCHANGE TRADED FD T $2.13万0.01%705 30.4% $91 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $2.12万0.01%282 00.0% — 不变
ESS ESSEX PPTY TR INC $2.07万0.01%86 -107-55.4% -$2.58万 减仓
STWD STARWOOD PPTY TR INC $2.07万0.01%1,200 00.0% — 不变
IJK ISHARES TR $2.05万0.01%204 -104-33.8% -$1.05万 减仓
SNAP SNAP INC $2.04万0.01%4,436 -3,007-40.4% -$1.38万 减仓
WDAY WORKDAY INC $2.04万0.01%157 00.0% — 不变
XT ISHARES TR $2.03万0.01%298 00.0% — 不变
COF CAPITAL ONE FINL CORP $2.03万0.01%111 00.0% — 不变
MET METLIFE INC $2.02万0.01%286 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $2.00万0.01%929 00.0% — 不变
XLC SELECT SECTOR SPDR TR $2.00万0.01%180 00.0% — 不变
IJJ ISHARES TR $1.96万0.00%148 -72-32.7% -$9,540 减仓
HWM HOWMET AEROSPACE INC $1.96万0.00%85 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $1.91万0.00%140 00.0% — 不变
MDLZ MONDELEZ INTL INC $1.89万0.00%328 00.0% — 不变
NVS NOVARTIS AG $1.88万0.00%123 00.0% — 不变
IEMG ISHARES INC $1.88万0.00%269 00.0% — 不变
LOW LOWES COS INC $1.85万0.00%78 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $1.85万0.00%99 00.0% — 不变
MAR MARRIOTT INTL INC NEW $1.84万0.00%56 00.0% — 不变
DVN DEVON ENERGY CORP NEW $1.81万0.00%360 00.0% — 不变
CVS CVS HEALTH CORP $1.80万0.00%250 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $1.74万0.00%229 229— $1.74万 新建仓
RIVN RIVIAN AUTOMOTIVE INC $1.73万0.00%1,150 1,0501,050.0% $1.58万 加仓
SIL GLOBAL X FDS $1.68万0.00%187 187— $1.68万 新建仓
OKE ONEOK INC NEW $1.65万0.00%183 00.0% — 不变
SNDK SANDISK CORP $1.65万0.00%26 00.0% — 不变
FTSM FIRST TR EXCHANGE-TRADED FD $1.65万0.00%276 276— $1.65万 新建仓
AGG ISHARES TR $1.63万0.00%164 164— $1.63万 新建仓
BXMT BLACKSTONE MORTGAGE TRUST IN $1.63万0.00%850 00.0% — 不变
FITB FIFTH THIRD BANCORP $1.63万0.00%350 00.0% — 不变
SPYM SPDR SERIES TRUST $1.62万0.00%212 00.0% — 不变
— ISHARES TR $1.61万0.00%553 30.5% $87 加仓
EIX EDISON INTL $1.60万0.00%218 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $1.53万0.00%14 00.0% — 不变
KR KROGER CO $1.49万0.00%206 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $1.48万0.00%280 -195-41.1% -$1.03万 减仓
FBIN FORTUNE BRANDS INNOVATIONS I $1.46万0.00%375 00.0% — 不变
PAGP PLAINS GP HLDGS L P $1.46万0.00%600 600— $1.46万 新建仓
HLT HILTON WORLDWIDE HLDGS INC $1.43万0.00%47 00.0% — 不变