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
QQQJ INVESCO EXCH TRADED FD TR II $1.37万0.00%379 10.3% $36 加仓
CR CRANE COMPANY $1.35万0.00%79 00.0% — 不变
PGR PROGRESSIVE CORP $1.35万0.00%68 00.0% — 不变
GIS GENERAL MILLS INC $1.33万0.00%357 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP $1.33万0.00%1,469 00.0% — 不变
CAKE CHEESECAKE FACTORY INC $1.31万0.00%239 00.0% — 不变
LLY ELI LILLY & CO $1.29万0.00%14 00.0% — 不变
LRCX LAM RESEARCH CORP $1.28万0.00%60 00.0% — 不变
IWC ISHARES TR $1.26万0.00%79 00.0% — 不变
NWSA NEWS CORP NEW $1.26万0.00%505 00.0% — 不变
VOT VANGUARD INDEX FDS $1.24万0.00%48 -7-12.7% -$1,801 减仓
WES WESTERN MIDSTREAM PARTNERS L $1.24万0.00%300 300— $1.24万 新建仓
ROKU ROKU INC $1.23万0.00%130 00.0% — 不变
ARTY ISHARES TR $1.21万0.00%260 00.0% — 不变
AMT AMERICAN TOWER CORP $1.21万0.00%70 00.0% — 不变
SPYG SPDR SERIES TRUST $1.19万0.00%122 10.8% $98 加仓
WM WASTE MGMT INC DEL $1.18万0.00%51 00.0% — 不变
APH AMPHENOL CORP $1.16万0.00%92 00.0% — 不变
CTVA CORTEVA INC $1.14万0.00%136 00.0% — 不变
TRGP TARGA RES CORP $1.13万0.00%45 45— $1.13万 新建仓
— LXP INDUSTRIAL TRUST $1.11万0.00%239 239— $1.11万 新建仓
INVH INVITATION HOMES INC $1.09万0.00%438 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $1.07万0.00%73 46170.4% $6,729 加仓
FBT FIRST TR EXCHANGE-TRADED FD $1.05万0.00%52 00.0% — 不变
WTS WATTS WATER TECHNOLOGIES INC $1.05万0.00%36 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $1.04万0.00%217 217— $1.04万 新建仓
TT TRANE TECHNOLOGIES PLC $1.04万0.00%25 25— $1.04万 新建仓
D DOMINION ENERGY INC $1.04万0.00%168 00.0% — 不变
NVO NOVO-NORDISK A S $9,9230.00%270 00.0% — 不变
WABC WESTAMERICA BANCORPORATION $9,9090.00%190 00.0% — 不变
RY ROYAL BK CDA $9,7070.00%60 00.0% — 不变
DELL DELL TECHNOLOGIES INC $9,6840.00%59 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $9,6810.00%21 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $9,6810.00%16 00.0% — 不变
— DIMENSIONAL ETF TRUST $9,5600.00%246 246— $9,560 新建仓
— INVESCO EXCH TRADED FD TR II $9,2680.00%152 152— $9,268 新建仓
WH WYNDHAM HOTELS & RESORTS INC $8,9360.00%110 00.0% — 不变
HRB BLOCK H & R INC $8,8880.00%280 00.0% — 不变
ARKG ARK ETF TR $8,7740.00%332 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $8,6840.00%122 00.0% — 不变
MPLX MPLX LP $8,5040.00%149 149— $8,504 新建仓
DEO DIAGEO PLC $8,4130.00%113 00.0% — 不变
RJF RAYMOND JAMES FINL INC $8,3980.00%58 00.0% — 不变
ULTA ULTA BEAUTY INC $8,3640.00%16 00.0% — 不变
THRM GENTHERM INC $8,3340.00%300 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $8,2950.00%42 00.0% — 不变
IP INTERNATIONAL PAPER CO $7,8540.00%220 00.0% — 不变
PWR QUANTA SVCS INC $7,6870.00%14 14— $7,687 新建仓
RMD RESMED INC $7,6330.00%34 00.0% — 不变
ENTG ENTEGRIS INC $7,6210.00%65 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO $7,6110.00%110 00.0% — 不变
DHR DANAHER CORP DEL $7,5840.00%40 00.0% — 不变
LNC LINCOLN NATL CORP IND $7,4550.00%210 00.0% — 不变
SAIA SAIA INC $7,3770.00%21 00.0% — 不变
PPL PPL CORP $7,2580.00%190 00.0% — 不变
DECK DECKERS OUTDOOR CORP $7,2070.00%72 00.0% — 不变
MTUM ISHARES TR $7,2000.00%30 30— $7,200 新建仓
XOP SPDR SERIES TRUST $7,1330.00%39 00.0% — 不变
STE STERIS PLC $7,0770.00%32 00.0% — 不变
INDY ISHARES TR $7,0070.00%166 00.0% — 不变
NTCT NETSCOUT SYS INC $6,9940.00%220 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $6,9240.00%75 00.0% — 不变
YUMC YUM CHINA HLDGS INC $6,8300.00%140 00.0% — 不变
UYLD ANGEL OAK FUNDS TRUST $6,7880.00%133 133— $6,788 新建仓
— DIMENSIONAL ETF TRUST $6,7640.00%184 184— $6,764 新建仓
— INVESCO EXCH TRADED FD TR II $6,7320.00%375 20.5% $36 加仓
CHD CHURCH & DWIGHT CO INC $6,4400.00%69 00.0% — 不变
PANW PALO ALTO NETWORKS INC $6,4130.00%40 40— $6,413 新建仓
PBW INVESCO EXCHANGE TRADED FD T $6,3850.00%202 00.0% — 不变
GSK GSK PLC $6,3470.00%115 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $6,3060.00%5 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $6,2940.00%170 170— $6,294 新建仓
BAX BAXTER INTL INC $6,2330.00%371 00.0% — 不变
ARKK ARK ETF TR $6,1510.00%91 00.0% — 不变
SOLV SOLVENTUM CORP $6,0080.00%92 3870.4% $2,482 加仓
DXYZ DESTINY TECH100 INC $5,3560.00%200 200— $5,356 新建仓
GPC GENUINE PARTS CO $5,2880.00%50 00.0% — 不变
DIOD DIODES INC $5,2570.00%77 00.0% — 不变
NOW SERVICENOW INC $5,2280.00%50 40400.0% $4,182 加仓
MRVL MARVELL TECHNOLOGY INC $5,1510.00%52 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $5,0780.00%81 81— $5,078 新建仓
CRWD CROWDSTRIKE HLDGS INC $5,0760.00%13 13— $5,076 新建仓
UBER UBER TECHNOLOGIES INC $4,8920.00%68 1017.2% $719 加仓
DFIC DIMENSIONAL ETF TRUST $4,8680.00%137 137— $4,868 新建仓
COO COOPER COS INC $4,8620.00%68 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $4,7630.00%19 00.0% — 不变
RHP RYMAN HOSPITALITY PPTYS INC $4,7060.00%51 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG COR $4,6820.00%60 00.0% — 不变
INVA INNOVIVA INC $4,6600.00%200 00.0% — 不变
ITA ISHARES TR $4,5940.00%21 21— $4,594 新建仓
FCEL FUELCELL ENERGY INC $4,5910.00%703 00.0% — 不变
QLYS QUALYS INC $4,5690.00%52 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $4,5530.00%123 00.0% — 不变
CRL CHARLES RIV LABS INTL INC $4,4850.00%26 00.0% — 不变
ADI ANALOG DEVICES INC $4,4540.00%14 00.0% — 不变
BOTZ GLOBAL X FDS $4,3860.00%132 00.0% — 不变
KKR KKR & CO INC $4,3480.00%47 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $3,9340.00%42 42— $3,934 新建仓
TMO THERMO FISHER SCIENTIFIC INC $3,9330.00%8 00.0% — 不变
MCO MOODYS CORP $3,9270.00%9 00.0% — 不变