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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $6,247.79万 | 13.94% | 84,842 | -2,071 | -2.4% | -$152.51万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $6,085.04万 | 13.58% | 1,222,387 | 98,588 | 8.8% | $490.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,821.02万 | 10.76% | 130,284 | 336 | 0.3% | $12.43万 | 加仓 |
| SMLF | ISHARES TR | $3,376.64万 | 7.53% | 378,802 | 515 | 0.1% | $4.59万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,928.35万 | 6.53% | 363,455 | 2,871 | 0.8% | $23.13万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,843.26万 | 6.34% | 332,583 | 9,933 | 3.1% | $84.92万 | 加仓 |
| USMV | ISHARES TR | $2,205.96万 | 4.92% | 228,692 | -2,341 | -1.0% | -$22.58万 | 减仓 |
| IJH | ISHARES TR | $1,681.81万 | 3.75% | 218,106 | 1,975 | 0.9% | $15.23万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,477.64万 | 3.30% | 168,086 | -2,049 | -1.2% | -$18.01万 | 减仓 |
| SHV | ISHARES TR | $990.86万 | 2.21% | 89,793 | 23,193 | 34.8% | $255.93万 | 加仓 |
| AAPL | APPLE INC | $928.20万 | 2.07% | 32,078 | -96 | -0.3% | -$2.78万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $872.28万 | 1.95% | 154,440 | -227 | -0.1% | -$1.28万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $865.93万 | 1.93% | 12,312 | -41 | -0.3% | -$2.88万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $558.16万 | 1.25% | 35,320 | 58 | 0.2% | $9,166 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $380.32万 | 0.85% | 50,777 | -64 | -0.1% | -$4,794 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $360.73万 | 0.80% | 7,209 | -56 | -0.8% | -$2.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $340.01万 | 0.76% | 16,993 | 4 | 0.0% | $800 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $332.81万 | 0.74% | 34,513 | -539 | -1.5% | -$5.20万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $314.14万 | 0.70% | 12,759 | -5 | -0.0% | -$1,231 | 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 |
| CVX | CHEVRON CORPORATION | $268.66万 | 0.60% | 16,208 | -77 | -0.5% | -$1.28万 | 减仓 |
| SOXX | ISHARES TR | $259.88万 | 0.58% | 4,056 | -710 | -14.9% | -$45.49万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $207.56万 | 0.46% | 3,022 | 117 | 4.0% | $8.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $179.19万 | 0.40% | 4,804 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $175.68万 | 0.39% | 4,972 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.33% | 2 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $147.46万 | 0.33% | 23,094 | -122 | -0.5% | -$7,790 | 减仓 |
| V | VISA INC | $140.77万 | 0.31% | 4,103 | -51 | -1.2% | -$1.75万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $129.64万 | 0.29% | 8,841 | -38 | -0.4% | -$5,572 | 减仓 |
| GOOGL | ALPHABET INC | $125.97万 | 0.28% | 3,525 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $117.51万 | 0.26% | 3,190 | 63 | 2.0% | $2.32万 | 加仓 |
| AMZN | AMAZON COM INC | $111.61万 | 0.25% | 4,683 | -97 | -2.0% | -$2.31万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $108.04万 | 0.24% | 19,372 | 16 | 0.1% | $892 | 加仓 |
| IHI | ISHARES TR | $104.22万 | 0.23% | 21,093 | 1 | 0.0% | $49 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $102.32万 | 0.23% | 3,126 | 2 | 0.1% | $655 | 加仓 |
| IJR | ISHARES TR | $100.67万 | 0.22% | 6,788 | 2 | 0.0% | $297 | 加仓 |
| IDV | ISHARES TR | $95.80万 | 0.21% | 23,124 | 2,874 | 14.2% | $11.91万 | 加仓 |
| VHT | VANGUARD WORLD FD | $95.41万 | 0.21% | 3,191 | -55 | -1.7% | -$1.64万 | 减仓 |
| ASML | ASML HLDG NV | $94.90万 | 0.21% | 477 | -14 | -2.9% | -$2.79万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $93.49万 | 0.21% | 29,244 | 144 | 0.5% | $4,604 | 加仓 |
| WFC | WELLS FARGO & CO | $89.65万 | 0.20% | 10,848 | 3 | 0.0% | $248 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $85.65万 | 0.19% | 916 | 1 | 0.1% | $935 | 加仓 |
| CAT | CATERPILLAR INC | $80.81万 | 0.18% | 759 | 1 | 0.1% | $1,065 | 加仓 |
| ETN | EATON CORP PLC | $79.73万 | 0.18% | 1,871 | -10 | -0.5% | -$4,261 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $78.89万 | 0.18% | 6,989 | -7 | -0.1% | -$790 | 减仓 |
| — | EXXON MOBIL CORP | $74.31万 | 0.17% | 5,435 | 2 | 0.0% | $273 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $71.11万 | 0.16% | 4,482 | -127 | -2.8% | -$2.02万 | 减仓 |
| T | AT&T INC | $69.64万 | 0.16% | 33,643 | -1,397 | -4.0% | -$2.89万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $69.18万 | 0.15% | 20,059 | 269 | 1.4% | $9,278 | 加仓 |
| ICSH | ISHARES TR | $69.07万 | 0.15% | 13,656 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $69.03万 | 0.15% | 4,362 | -14 | -0.3% | -$2,215 | 减仓 |
| PFF | ISHARES TR | $67.89万 | 0.15% | 22,266 | 275 | 1.3% | $8,385 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $66.78万 | 0.15% | 10,866 | 148 | 1.4% | $9,096 | 加仓 |
| VLO | VALERO ENERGY CORP | $65.38万 | 0.15% | 2,510 | -147 | -5.5% | -$3.83万 | 减仓 |
| GE | GE AEROSPACE | $64.58万 | 0.14% | 1,728 | -43 | -2.4% | -$1.61万 | 减仓 |
| EFAV | ISHARES TR | $63.79万 | 0.14% | 7,273 | 67 | 0.9% | $5,876 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $62.72万 | 0.14% | 19,780 | 9,735 | 96.9% | $30.87万 | 加仓 |
| AVT | AVNET INC | $58.98万 | 0.13% | 6,640 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $57.66万 | 0.13% | 5,991 | -24 | -0.4% | -$2,310 | 减仓 |
| KO | COCA COLA CO | $56.13万 | 0.13% | 6,906 | -111 | -1.6% | -$9,021 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $53.54万 | 0.12% | 2,810 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.50万 | 0.11% | 2,008 | 6 | 0.3% | $1,419 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $47.40万 | 0.11% | 1,866 | 2 | 0.1% | $508 | 加仓 |
| C | CITIGROUP INC | $46.03万 | 0.10% | 3,289 | 33 | 1.0% | $4,619 | 加仓 |
| META | META PLATFORMS INC | $42.98万 | 0.10% | 763 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $42.28万 | 0.09% | 4,817 | -72 | -1.5% | -$6,320 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $41.88万 | 0.09% | 802 | 1 | 0.1% | $522 | 加仓 |
| SHY | ISHARES TR | $40.07万 | 0.09% | 4,880 | 2,441 | 100.1% | $20.04万 | 加仓 |
| SUSA | ISHARES TR | $37.87万 | 0.08% | 2,454 | 1 | 0.0% | $154 | 加仓 |
| SMH | VANECK ETF TRUST | $36.80万 | 0.08% | 561 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $35.10万 | 0.08% | 4,248 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $34.11万 | 0.08% | 2,182 | 13 | 0.6% | $2,032 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $33.49万 | 0.07% | 6,306 | -288 | -4.4% | -$1.53万 | 减仓 |
| IWF | ISHARES TR | $33.43万 | 0.07% | 2,692 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $31.46万 | 0.07% | 2,632 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $30.74万 | 0.07% | 5,394 | -75 | -1.4% | -$4,274 | 减仓 |
| IWV | ISHARES TR | $29.80万 | 0.07% | 699 | 36 | 5.4% | $1.53万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $29.57万 | 0.07% | 4,459 | 21 | 0.5% | $1,393 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $28.86万 | 0.06% | 1,595 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $27.66万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $26.03万 | 0.06% | 2,026 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.64万 | 0.06% | 494 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $25.36万 | 0.06% | 5,760 | 17 | 0.3% | $749 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $24.97万 | 0.06% | 1,825 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $24.79万 | 0.06% | 5,854 | -772 | -11.7% | -$3.27万 | 减仓 |
| ABBV | ABBVIE INC | $23.53万 | 0.05% | 935 | -89 | -8.7% | -$2.24万 | 减仓 |
| REZ | ISHARES TR | $23.25万 | 0.05% | 2,455 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $22.31万 | 0.05% | 4,129 | 1 | 0.0% | $54 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $22.28万 | 0.05% | 1,250 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $22.20万 | 0.05% | 1,890 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $22.18万 | 0.05% | 1,012 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $22.18万 | 0.05% | 11,968 | 11,968 | — | $22.18万 | 新建仓 |
| ROST | ROSS STORES INC | $22.10万 | 0.05% | 1,038 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $22.10万 | 0.05% | 4,122 | 11 | 0.3% | $590 | 加仓 |
| NFLX | NETFLIX INC. | $22.06万 | 0.05% | 3,090 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $21.72万 | 0.05% | 4,131 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $21.61万 | 0.05% | 738 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.49万 | 0.05% | 915 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $20.49万 | 0.05% | 7,075 | 16 | 0.2% | $463 | 加仓 |
| SPYX | SPDR SERIES TRUST | $20.35万 | 0.05% | 3,330 | 3 | 0.1% | $183 | 加仓 |