Pacific Wealth Strategies Group, Inc.
SANTA BARBARA CA · SEC CIK 0001766571
$1.60亿2026Q1 申报市值
62持仓数
63.7%前十大占比 · 第一大 13.0%
5 / 3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
SCHG 加仓+$586.14万
HACK 加仓+$117.55万
CALF 新建仓+$93.46万
ICOW 新建仓+$69.52万
BSCT 加仓+$59.58万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$807.66万
NVDA 减仓-$520.30万
AAPL 减仓-$233.08万
AMZN 减仓-$131.04万
BND 减仓-$111.89万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NOBL | PROSHARES TR | $2,079.75万 | 12.98% | 196,184 | 5,605 | 2.9% | $59.42万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,873.04万 | 11.69% | 642,994 | 201,216 | 45.5% | $586.14万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,625.59万 | 10.15% | 24,996 | -12,419 | -33.2% | -$807.66万 | 减仓 |
| AAPL | APPLE INC | $971.71万 | 6.06% | 38,288 | -9,184 | -19.3% | -$233.08万 | 减仓 |
| GOOGL | ALPHABET INC | $785.84万 | 4.90% | 27,328 | -3,340 | -10.9% | -$96.05万 | 减仓 |
| AMZN | AMAZON COM INC | $626.18万 | 3.91% | 30,066 | -6,292 | -17.3% | -$131.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $619.70万 | 3.87% | 35,533 | -29,834 | -45.6% | -$520.30万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $594.84万 | 3.71% | 546,229 | -33,873 | -5.8% | -$36.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $593.75万 | 3.71% | 16,040 | 216 | 1.4% | $8.00万 | 加仓 |
| LLY | ELI LILLY & CO | $437.90万 | 2.73% | 4,761 | -925 | -16.3% | -$85.08万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $326.54万 | 2.04% | 167,201 | 11,996 | 7.7% | $23.43万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $312.82万 | 1.95% | 71,387 | 1,224 | 1.7% | $5.36万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $309.95万 | 1.93% | 157,936 | 8,555 | 5.7% | $16.79万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $309.12万 | 1.93% | 133,383 | 7,803 | 6.2% | $18.08万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $293.51万 | 1.83% | 131,235 | 15,055 | 13.0% | $33.67万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $269.01万 | 1.68% | 20,496 | -756 | -3.6% | -$9.92万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $258.75万 | 1.61% | 126,693 | 28,452 | 29.0% | $58.11万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $257.78万 | 1.61% | 118,877 | 25,792 | 27.7% | $55.93万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $214.06万 | 1.34% | 114,714 | 31,929 | 38.6% | $59.58万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $202.11万 | 1.26% | 2,389 | 35 | 1.5% | $2.96万 | 加仓 |
| HACK | AMPLIFY ETF TR | $200.21万 | 1.25% | 26,663 | 15,655 | 142.2% | $117.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $175.00万 | 1.09% | 8,458 | -929 | -9.9% | -$19.22万 | 减仓 |
| GOOG | ALPHABET INC | $171.77万 | 1.07% | 5,988 | -400 | -6.3% | -$11.47万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $160.47万 | 1.00% | 76,287 | 22,074 | 40.7% | $46.43万 | 加仓 |
| V | VISA INC | $157.90万 | 0.99% | 5,224 | 168 | 3.3% | $5.08万 | 加仓 |
| SO | SOUTHERN CO | $155.26万 | 0.97% | 16,086 | -663 | -4.0% | -$6.40万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $152.25万 | 0.95% | 49,625 | -1,945 | -3.8% | -$5.97万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $137.58万 | 0.86% | 9,384 | -282 | -2.9% | -$4.13万 | 减仓 |
| HD | HOME DEPOT INC | $119.06万 | 0.74% | 3,620 | 1,070 | 42.0% | $35.19万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $118.33万 | 0.74% | 3,031 | 155 | 5.4% | $6.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $117.71万 | 0.73% | 3,483 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $116.66万 | 0.73% | 9,387 | 2,127 | 29.3% | $26.43万 | 加仓 |
| CALF | PACER FDS TR | $93.46万 | 0.58% | 20,829 | 20,829 | — | $93.46万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $89.55万 | 0.56% | 6,738 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $85.32万 | 0.53% | 20,916 | 4,020 | 23.8% | $16.40万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.45% | 1 | 0 | 0.0% | — | 不变 |
| — | INVESCO CALIF VALUE MUN INCO | $69.62万 | 0.43% | 66,683 | 0 | 0.0% | — | 不变 |
| ICOW | PACER FDS TR | $69.52万 | 0.43% | 16,381 | 16,381 | — | $69.52万 | 新建仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $67.47万 | 0.42% | 57,915 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $67.18万 | 0.42% | 9,123 | -15,194 | -62.5% | -$111.89万 | 减仓 |
| ABBV | ABBVIE INC | $66.36万 | 0.41% | 3,051 | 1,086 | 55.3% | $23.62万 | 加仓 |
| — | ETF SER SOLUTIONS | $51.01万 | 0.32% | 56,739 | -1,000 | -1.7% | -$8,990 | 减仓 |
| — | BANK AMERICA CORP | $44.21万 | 0.28% | 371 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $43.29万 | 0.27% | 750 | 100 | 15.4% | $5.77万 | 加仓 |
| NOW | SERVICENOW INC | $42.50万 | 0.27% | 4,065 | 1,930 | 90.4% | $20.18万 | 加仓 |
| NET | CLOUDFLARE INC | $41.27万 | 0.26% | 2,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $39.89万 | 0.25% | 660 | -21 | -3.1% | -$1.27万 | 减仓 |
| NFLX | NETFLIX INC. | $35.09万 | 0.22% | 3,650 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $34.84万 | 0.22% | 1,228 | 1 | 0.1% | $284 | 加仓 |
| — | EXXON MOBIL CORP | $33.93万 | 0.21% | 2,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $33.32万 | 0.21% | 28,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $33.05万 | 0.21% | 6,779 | 0 | 0.0% | — | 不变 |
| JSMD | JANUS DETROIT STR TR | $27.42万 | 0.17% | 3,456 | 3,456 | — | $27.42万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.26万 | 0.16% | 548 | -150 | -21.5% | -$7.19万 | 减仓 |
| DVY | ISHARES TR | $24.65万 | 0.15% | 1,628 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $23.83万 | 0.15% | 770 | -125 | -14.0% | -$3.87万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $16.72万 | 0.10% | 10,000 | 10,000 | — | $16.72万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $15.08万 | 0.09% | 20,000 | 7,000 | 53.8% | $5.28万 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $10.96万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $9.62万 | 0.06% | 16,000 | 16,000 | — | $9.62万 | 新建仓 |
| — | NUVEEN N Y MUN VALUE FD | $8.35万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $3.33万 | 0.02% | 13,600 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,961 | -100.0% | -$22.31万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -5,685 | -100.0% | -$21.58万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -940 | -100.0% | -$20.62万 | 清仓 |