Pacific Wealth Strategies Group, Inc.
SANTA BARBARA CA · SEC CIK 0001766571
$1.74亿2026Q2 申报市值
59持仓数
56.6%前十大占比 · 第一大 19.1%
1 / 5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
SCHG 加仓+$1,154.27万
ICOW 加仓+$299.70万
CALF 加仓+$289.43万
BSJT 加仓+$168.96万
NOBL 加仓+$132.68万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$1,449.93万
AAPL 减仓-$571.99万
GOOGL 减仓-$380.31万
LLY 减仓-$359.47万
NVDA 减仓-$185.05万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$71.81万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$41.27万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -3,650 | -100.0% | -$35.09万 | 清仓 |
| JSMD | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -3,456 | -100.0% | -$27.42万 | 清仓 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | -13,600 | -100.0% | -$3.33万 | 清仓 |
| — | NUVEEN N Y MUN VALUE FD | $8.74万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $10.78万 | 0.06% | 16,000 | 0 | 0.0% | — | 不变 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $12.09万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $15.76万 | 0.09% | 20,000 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $16.64万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $20.74万 | 0.12% | 493 | -273 | -35.6% | -$11.48万 | 重新持有 |
| — | BANK OF AMER CORP | $21.70万 | 0.12% | 173 | -198 | -53.4% | -$24.84万 | 减仓 |
| GEV | GE VERNOVA INC | $21.85万 | 0.13% | 186 | 186 | — | $21.85万 | 新建仓 |
| — | ETF SER SOLUTIONS | $24.95万 | 0.14% | 25,592 | -31,147 | -54.9% | -$30.37万 | 减仓 |
| DVY | ISHARES TR | $25.45万 | 0.15% | 1,628 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $27.34万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.42万 | 0.16% | 548 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $31.89万 | 0.18% | 626 | -34 | -5.2% | -$1.73万 | 减仓 |
| AVGO | BROADCOM INC | $34.38万 | 0.20% | 910 | 140 | 18.2% | $5.29万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $35.08万 | 0.20% | 28,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $38.40万 | 0.22% | 5,231 | -3,892 | -42.7% | -$28.57万 | 减仓 |
| BAC | BANK OF AMER CORP | $38.63万 | 0.22% | 6,779 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $45.90万 | 0.26% | 1,228 | 0 | 0.0% | — | 不变 |
| — | INVESCO CALIF VALUE MUN INCO | $50.09万 | 0.29% | 46,420 | -20,263 | -30.4% | -$21.86万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $53.89万 | 0.31% | 44,466 | -13,449 | -23.2% | -$16.30万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $73.08万 | 0.42% | 3,836 | -2,902 | -43.1% | -$55.29万 | 减仓 |
| QQQ | INVESCO QQQ TR | $96.62万 | 0.56% | 1,312 | 562 | 74.9% | $41.39万 | 加仓 |
| NOW | SERVICENOW INC | $125.11万 | 0.72% | 12,602 | 8,537 | 210.0% | $84.76万 | 加仓 |
| CVX | CHEVRON CORPORATION | $152.99万 | 0.88% | 9,230 | 772 | 9.1% | $12.80万 | 加仓 |
| WMT | WALMART INC | $160.86万 | 0.92% | 14,203 | 4,816 | 51.3% | $54.55万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $162.47万 | 0.93% | 51,235 | 1,610 | 3.2% | $5.11万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $164.67万 | 0.95% | 10,379 | 995 | 10.6% | $15.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $167.53万 | 0.96% | 3,508 | 25 | 0.7% | $1.19万 | 加仓 |
| B | BARRICK MNG CORP | $171.23万 | 0.98% | 46,619 | 25,703 | 122.9% | $94.41万 | 加仓 |
| SO | SOUTHERN CO | $181.01万 | 1.04% | 18,912 | 2,826 | 17.6% | $27.05万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $193.78万 | 1.11% | 1,916 | -473 | -19.8% | -$47.84万 | 减仓 |
| GOOG | ALPHABET INC | $199.45万 | 1.15% | 5,645 | -343 | -5.7% | -$12.12万 | 减仓 |
| ABBV | ABBVIE INC | $203.73万 | 1.17% | 8,096 | 5,045 | 165.4% | $126.95万 | 加仓 |
| V | VISA INC | $204.29万 | 1.17% | 5,954 | 730 | 14.0% | $25.05万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $210.32万 | 1.21% | 2,756 | -275 | -9.1% | -$20.99万 | 减仓 |
| LLY | ELI LILLY & CO | $211.58万 | 1.22% | 1,764 | -2,997 | -62.9% | -$359.47万 | 减仓 |
| HD | HOME DEPOT INC | $244.74万 | 1.41% | 6,939 | 3,319 | 91.7% | $117.06万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $246.70万 | 1.42% | 17,415 | -3,081 | -15.0% | -$43.65万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $278.71万 | 1.60% | 58,455 | -12,932 | -18.1% | -$61.66万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $330.15万 | 1.90% | 156,249 | 79,962 | 104.8% | $168.96万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $335.45万 | 1.93% | 180,594 | 65,880 | 57.4% | $122.37万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $342.71万 | 1.97% | 157,603 | 38,726 | 32.6% | $84.21万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $351.32万 | 2.02% | 172,512 | 45,819 | 36.2% | $93.31万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $356.24万 | 2.05% | 155,192 | 21,809 | 16.4% | $50.06万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $363.40万 | 2.09% | 186,119 | 18,918 | 11.3% | $36.94万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $363.67万 | 2.09% | 162,746 | 31,511 | 24.0% | $70.41万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $366.38万 | 2.11% | 186,786 | 28,850 | 18.3% | $56.59万 | 加仓 |
| ICOW | PACER FDS TR | $367.90万 | 2.11% | 88,373 | 71,992 | 439.5% | $299.70万 | 加仓 |
| HACK | AMPLIFY ETF TR | $368.86万 | 2.12% | 35,153 | 8,490 | 31.8% | $89.09万 | 加仓 |
| CALF | PACER FDS TR | $394.84万 | 2.27% | 78,017 | 57,188 | 274.6% | $289.43万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $416.70万 | 2.39% | 5,580 | -19,416 | -77.7% | -$1,449.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $525.94万 | 3.02% | 26,285 | -9,248 | -26.0% | -$185.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $528.68万 | 3.04% | 14,173 | -1,867 | -11.6% | -$69.64万 | 减仓 |
| AAPL | APPLE INC | $535.93万 | 3.08% | 18,521 | -19,767 | -51.6% | -$571.99万 | 减仓 |
| AMZN | AMAZON COM INC | $577.78万 | 3.32% | 24,242 | -5,824 | -19.4% | -$138.81万 | 减仓 |
| GOOGL | ALPHABET INC | $596.30万 | 3.43% | 16,686 | -10,642 | -38.9% | -$380.31万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $601.76万 | 3.46% | 441,823 | -104,406 | -19.1% | -$142.20万 | 减仓 |
| NOBL | PROSHARES TR | $2,336.22万 | 13.43% | 415,994 | 23,626 | 6.0% | $132.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,330.16万 | 19.14% | 984,089 | 341,095 | 53.0% | $1,154.27万 | 加仓 |