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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $5,594.83万 | 14.19% | 1,123,799 | 121,962 | 12.2% | $607.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,016.45万 | 12.72% | 86,913 | -7,622 | -8.1% | -$439.93万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,168.86万 | 10.57% | 129,948 | -8,995 | -6.5% | -$288.57万 | 减仓 |
| SMLF | ISHARES TR | $2,855.69万 | 7.24% | 378,287 | -20,432 | -5.1% | -$154.24万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,588.83万 | 6.57% | 90,146 | -1,941 | -2.1% | -$55.74万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,487.95万 | 6.31% | 322,650 | 301,710 | 1,440.8% | $2,326.49万 | 加仓 |
| USMV | ISHARES TR | $2,142.60万 | 5.43% | 231,033 | -7,312 | -3.1% | -$67.81万 | 减仓 |
| IJH | ISHARES TR | $1,459.53万 | 3.70% | 216,131 | -13,504 | -5.9% | -$91.19万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,250.27万 | 3.17% | 34,027 | -798 | -2.3% | -$29.32万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $876.66万 | 2.22% | 154,667 | -5,661 | -3.5% | -$32.09万 | 减仓 |
| AAPL | APPLE INC | $816.54万 | 2.07% | 32,174 | -935 | -2.8% | -$23.73万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $761.91万 | 1.93% | 12,353 | -557 | -4.3% | -$34.35万 | 减仓 |
| SHV | ISHARES TR | $735.20万 | 1.86% | 66,600 | 64,715 | 3,433.2% | $714.39万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $522.23万 | 1.32% | 35,262 | 332 | 1.0% | $4.92万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $371.85万 | 0.94% | 50,841 | -6,434 | -11.2% | -$47.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $348.14万 | 0.88% | 7,265 | -1,259 | -14.8% | -$60.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $336.94万 | 0.85% | 16,285 | 2,339 | 16.8% | $48.39万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $310.91万 | 0.79% | 35,052 | -141,035 | -80.1% | -$1,250.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $296.29万 | 0.75% | 16,989 | -2,177 | -11.4% | -$37.97万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $262.68万 | 0.67% | 12,764 | 264 | 2.1% | $5.43万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $246.77万 | 0.63% | 3,794 | -1,123 | -22.8% | -$73.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $177.81万 | 0.45% | 4,804 | -9 | -0.2% | -$3,331 | 减仓 |
| VOO | VANGUARD INDEX FDS | $173.61万 | 0.44% | 2,905 | -173 | -5.6% | -$10.34万 | 减仓 |
| SOXX | ISHARES TR | $156.63万 | 0.40% | 4,766 | 24 | 0.5% | $7,887 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.36% | 2 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $142.63万 | 0.36% | 4,972 | -181 | -3.5% | -$5.19万 | 减仓 |
| GLD | SPDR GOLD TR | $134.55万 | 0.34% | 3,127 | -229 | -6.8% | -$9.85万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $128.24万 | 0.33% | 8,879 | 653 | 7.9% | $9.43万 | 加仓 |
| V | VISA INC | $125.54万 | 0.32% | 4,154 | -871 | -17.3% | -$26.32万 | 减仓 |
| IHI | ISHARES TR | $112.53万 | 0.29% | 21,092 | 2 | 0.0% | $107 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $108.51万 | 0.28% | 23,216 | 5 | 0.0% | $234 | 加仓 |
| T | AT&T INC | $101.58万 | 0.26% | 35,040 | 857 | 2.5% | $2.48万 | 加仓 |
| GOOGL | ALPHABET INC | $101.36万 | 0.26% | 3,525 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $99.55万 | 0.25% | 4,780 | -357 | -6.9% | -$7.44万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $97.57万 | 0.25% | 29,100 | -3,480 | -10.7% | -$11.67万 | 减仓 |
| — | EXXON MOBIL CORP | $92.18万 | 0.23% | 5,433 | -70 | -1.3% | -$1.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $91.88万 | 0.23% | 3,124 | -162 | -4.9% | -$4.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $91.19万 | 0.23% | 915 | -34 | -3.6% | -$3.39万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $88.79万 | 0.23% | 19,356 | -483 | -2.4% | -$2.22万 | 减仓 |
| VHT | VANGUARD WORLD FD | $88.41万 | 0.22% | 3,246 | -21 | -0.6% | -$5,720 | 减仓 |
| WFC | WELLS FARGO & CO | $86.34万 | 0.22% | 10,845 | -830 | -7.1% | -$6.61万 | 减仓 |
| IDV | ISHARES TR | $86.18万 | 0.22% | 20,250 | -4,639 | -18.6% | -$19.74万 | 减仓 |
| IJR | ISHARES TR | $84.36万 | 0.21% | 6,786 | -1,766 | -20.7% | -$21.95万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $72.32万 | 0.18% | 6,996 | -2,856 | -29.0% | -$29.52万 | 减仓 |
| ICSH | ISHARES TR | $69.13万 | 0.18% | 13,656 | -781 | -5.4% | -$3.95万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $68.41万 | 0.17% | 19,790 | 7,230 | 57.6% | $24.99万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $67.58万 | 0.17% | 4,609 | -851 | -15.6% | -$12.48万 | 减仓 |
| ETN | EATON CORP PLC | $67.28万 | 0.17% | 1,881 | 10 | 0.5% | $3,577 | 加仓 |
| PFF | ISHARES TR | $66.68万 | 0.17% | 21,991 | 4,628 | 26.7% | $14.03万 | 加仓 |
| EFAV | ISHARES TR | $65.84万 | 0.17% | 7,206 | 111 | 1.6% | $1.01万 | 加仓 |
| VLO | VALERO ENERGY CORP | $65.66万 | 0.17% | 2,657 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $64.85万 | 0.16% | 491 | -86 | -14.9% | -$11.36万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $59.51万 | 0.15% | 10,718 | 252 | 2.4% | $1.40万 | 加仓 |
| DIS | DISNEY WALT CO | $57.97万 | 0.15% | 6,015 | 1,659 | 38.1% | $15.99万 | 加仓 |
| XBI | SPDR SERIES TRUST | $55.90万 | 0.14% | 4,376 | 16 | 0.4% | $2,044 | 加仓 |
| CAT | CATERPILLAR INC | $53.68万 | 0.14% | 758 | 68 | 9.9% | $4.82万 | 加仓 |
| KO | COCA COLA CO | $53.36万 | 0.14% | 7,017 | 1,592 | 29.3% | $12.11万 | 加仓 |
| GE | GE AEROSPACE | $50.26万 | 0.13% | 1,771 | -12 | -0.7% | -$3,405 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.57万 | 0.12% | 1,864 | 298 | 19.0% | $7.29万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $45.41万 | 0.12% | 4,889 | 21 | 0.4% | $1,951 | 加仓 |
| META | META PLATFORMS INC | $43.65万 | 0.11% | 763 | -120 | -13.6% | -$6.87万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.05万 | 0.11% | 2,002 | -281 | -12.3% | -$6.04万 | 减仓 |
| AVT | AVNET INC | $40.92万 | 0.10% | 6,640 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $40.40万 | 0.10% | 6,594 | 2,591 | 64.7% | $15.87万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $37.34万 | 0.09% | 2,810 | 1,405 | 100.0% | $18.67万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $37.12万 | 0.09% | 801 | -12 | -1.5% | -$5,561 | 减仓 |
| C | CITIGROUP INC | $36.93万 | 0.09% | 3,256 | -439 | -11.9% | -$4.98万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.26万 | 0.08% | 6,626 | -94 | -1.4% | -$4,719 | 减仓 |
| DVY | ISHARES TR | $32.83万 | 0.08% | 2,169 | 32 | 1.5% | $4,844 | 加仓 |
| SUSA | ISHARES TR | $32.40万 | 0.08% | 2,453 | -1,804 | -42.4% | -$23.83万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $30.82万 | 0.08% | 10,045 | 213 | 2.2% | $6,535 | 加仓 |
| NFLX | NETFLIX INC. | $29.71万 | 0.08% | 3,090 | 2,781 | 900.0% | $26.74万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $28.86万 | 0.07% | 708 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $28.70万 | 0.07% | 673 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $28.30万 | 0.07% | 2,500 | 500 | 25.0% | $5.66万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $27.95万 | 0.07% | 4,438 | 41 | 0.9% | $2,582 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $27.66万 | 0.07% | 6,027 | 4,475 | 288.3% | $20.53万 | 加仓 |
| BAC | BANK AMERICA CORP | $26.66万 | 0.07% | 5,469 | -1,348 | -19.8% | -$6.57万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $26.37万 | 0.07% | 1,595 | 750 | 88.8% | $12.40万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $24.81万 | 0.06% | 4,131 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $24.59万 | 0.06% | 663 | 33 | 5.2% | $1.22万 | 加仓 |
| LIN | LINDE PLC | $24.49万 | 0.06% | 494 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.37万 | 0.06% | 2,026 | -500 | -19.8% | -$6.01万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.92万 | 0.06% | 1,825 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $23.45万 | 0.06% | 5,743 | -57,817 | -91.0% | -$236.07万 | 减仓 |
| VGT | VANGUARD WORLD FD | $22.95万 | 0.06% | 329 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $22.49万 | 0.06% | 1,038 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $22.27万 | 0.06% | 1,024 | -211 | -17.1% | -$4.59万 | 减仓 |
| SMH | VANECK ETF TRUST | $21.51万 | 0.05% | 561 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $21.05万 | 0.05% | 50 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $20.95万 | 0.05% | 927 | -483 | -34.3% | -$10.92万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $20.62万 | 0.05% | 1,012 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES TR | $20.43万 | 0.05% | 2,455 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $20.30万 | 0.05% | 4,111 | -835 | -16.9% | -$4.12万 | 减仓 |
| SHY | ISHARES TR | $20.14万 | 0.05% | 2,439 | 6 | 0.2% | $495 | 加仓 |
| CPRT | COPART INC | $20.10万 | 0.05% | 6,053 | -1,676 | -21.7% | -$5.56万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $19.62万 | 0.05% | 4,128 | -425 | -9.3% | -$2.02万 | 减仓 |
| BANF | BANCFIRST CORP | $18.99万 | 0.05% | 1,750 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $18.95万 | 0.05% | 219 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $18.59万 | 0.05% | 915 | 65 | 7.6% | $1.32万 | 加仓 |