Pacific Capital Wealth Advisors, Inc.
CORONA CA · SEC CIK 0001803523
$5.95亿2026Q1 申报市值
87持仓数
80.3%前十大占比 · 第一大 30.6%
11 / 4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
QQQ 加仓+$1,394.12万
BND 加仓+$519.88万
SPY 加仓+$404.45万
VCSH 加仓+$263.53万
NTNX 新建仓+$182.09万
2026Q1 卖出最多 按季末市值估算
VNQ 减仓-$1,097.03万
XLP 清仓-$66.01万
SCHD 减仓-$63.03万
SCHP 减仓-$45.79万
VTI 减仓-$37.44万
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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,498 | -100.0% | -$66.01万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -996 | -100.0% | -$24.19万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,026 | -100.0% | -$22.27万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,245 | -100.0% | -$20.92万 | 清仓 |
| ANGX | ANGEL STUDIOS INC | $12.27万 | 0.02% | 40,218 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $13.11万 | 0.02% | 17,000 | 17,000 | — | $13.11万 | 新建仓 |
| GOOG | ALPHABET INC | $21.92万 | 0.04% | 764 | 764 | — | $21.92万 | 新建仓 |
| IUSB | ISHARES TR | $21.96万 | 0.04% | 4,755 | 4,755 | — | $21.96万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $22.00万 | 0.04% | 5,388 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $22.05万 | 0.04% | 1,905 | 0 | 0.0% | — | 不变 |
| PNTG | PENNANT GROUP INC | $23.09万 | 0.04% | 7,575 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $24.09万 | 0.04% | 775 | 15 | 2.0% | $4,662 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.58万 | 0.04% | 1,014 | 21 | 2.1% | $5,090 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $24.59万 | 0.04% | 5,372 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $25.30万 | 0.04% | 860 | 90 | 11.7% | $2.65万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $25.55万 | 0.04% | 4,170 | 4,170 | — | $25.55万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $27.18万 | 0.05% | 544 | 23 | 4.4% | $1.15万 | 加仓 |
| AVGO | BROADCOM INC | $28.64万 | 0.05% | 925 | 290 | 45.7% | $8.98万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $30.35万 | 0.05% | 5,185 | 1,512 | 41.2% | $8.85万 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $30.39万 | 0.05% | 2,073 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $30.43万 | 0.05% | 2,099 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $30.54万 | 0.05% | 30,000 | 30,000 | — | $30.54万 | 新建仓 |
| WPP | WPP PLC NEW | $31.10万 | 0.05% | 20,000 | 20,000 | — | $31.10万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $32.21万 | 0.05% | 2,367 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $33.14万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $33.45万 | 0.06% | 2,209 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $33.69万 | 0.06% | 5,236 | -67 | -1.3% | -$4,311 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $34.69万 | 0.06% | 1,147 | 18 | 1.6% | $5,445 | 加仓 |
| RITM | RITHM CAPITAL CORP | $37.92万 | 0.06% | 40,000 | 40,000 | — | $37.92万 | 新建仓 |
| RTX | RTX CORPORATION | $38.77万 | 0.07% | 2,010 | 20 | 1.0% | $3,858 | 加仓 |
| CB | CHUBB LTD SWITZ | $39.50万 | 0.07% | 1,212 | 10 | 0.8% | $3,259 | 加仓 |
| LLY | ELI LILLY & CO | $43.78万 | 0.07% | 476 | 32 | 7.2% | $2.94万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $44.76万 | 0.08% | 17,969 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $48.60万 | 0.08% | 2,461 | 18 | 0.7% | $3,555 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $51.77万 | 0.09% | 143,000 | 143,000 | — | $51.77万 | 新建仓 |
| GOOGL | ALPHABET INC | $53.27万 | 0.09% | 1,853 | 247 | 15.4% | $7.10万 | 加仓 |
| GDDY | GODADDY INC | $53.28万 | 0.09% | 6,445 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $55.54万 | 0.09% | 24,490 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $55.88万 | 0.09% | 9,828 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $59.01万 | 0.10% | 15,854 | 15,854 | — | $59.01万 | 新建仓 |
| EFA | ISHARES TR | $64.16万 | 0.11% | 6,606 | 2,520 | 61.7% | $24.48万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $65.88万 | 0.11% | 11,441 | 49 | 0.4% | $2,821 | 加仓 |
| PACS | PACS GROUP INC | $66.04万 | 0.11% | 20,560 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $67.72万 | 0.11% | 5,449 | 121 | 2.3% | $1.50万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $67.77万 | 0.11% | 27,000 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $70.08万 | 0.12% | 11,769 | 1,419 | 13.7% | $8.45万 | 加仓 |
| GLDM | WORLD GOLD TR | $75.39万 | 0.13% | 8,134 | 3,215 | 65.4% | $29.80万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $83.32万 | 0.14% | 53,000 | 53,000 | — | $83.32万 | 新建仓 |
| META | META PLATFORMS INC | $87.38万 | 0.15% | 1,527 | 25 | 1.7% | $1.43万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $90.66万 | 0.15% | 29,725 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $90.83万 | 0.15% | 34,135 | -17,208 | -33.5% | -$45.79万 | 减仓 |
| V | VISA INC | $92.38万 | 0.16% | 3,057 | 35 | 1.2% | $1.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $97.85万 | 0.16% | 982 | -8 | -0.8% | -$7,971 | 减仓 |
| AMZN | AMAZON COM INC | $105.05万 | 0.18% | 5,044 | 158 | 3.2% | $3.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $106.36万 | 0.18% | 6,099 | 1,097 | 21.9% | $19.13万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $106.69万 | 0.18% | 43,961 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $118.37万 | 0.20% | 8,311 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $137.67万 | 0.23% | 28,136 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $138.24万 | 0.23% | 3,242 | -29 | -0.9% | -$1.24万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $149.29万 | 0.25% | 13,610 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $161.06万 | 0.27% | 4,351 | 247 | 6.0% | $9.14万 | 加仓 |
| TSLA | TESLA INC | $164.52万 | 0.28% | 4,426 | 335 | 8.2% | $12.45万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $173.50万 | 0.29% | 9,040 | -1,213 | -11.8% | -$23.28万 | 减仓 |
| NTNX | NUTANIX INC | $182.09万 | 0.31% | 47,907 | 47,907 | — | $182.09万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $188.05万 | 0.32% | 3,147 | -1 | -0.0% | -$598 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $195.78万 | 0.33% | 91,104 | -8,812 | -8.8% | -$18.94万 | 减仓 |
| AGG | ISHARES TR | $212.82万 | 0.36% | 21,439 | -288 | -1.3% | -$2.86万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $252.07万 | 0.42% | 12,847 | 6,210 | 93.6% | $121.84万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $268.81万 | 0.45% | 92,279 | 71 | 0.1% | $2,068 | 加仓 |
| IWM | ISHARES TR | $277.34万 | 0.47% | 11,183 | 507 | 4.7% | $12.57万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $366.32万 | 0.62% | 142,872 | -1,881 | -1.3% | -$4.82万 | 减仓 |
| AAPL | APPLE INC | $439.37万 | 0.74% | 17,312 | 673 | 4.0% | $17.08万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $440.88万 | 0.74% | 49,705 | -123,679 | -71.3% | -$1,097.03万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $453.34万 | 0.76% | 53,391 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $472.29万 | 0.79% | 190,825 | -39 | -0.0% | -$965 | 减仓 |
| MSTR | STRATEGY INC | $487.93万 | 0.82% | 39,097 | 10,008 | 34.4% | $124.90万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $494.01万 | 0.83% | 62,320 | 33,244 | 114.3% | $263.53万 | 加仓 |
| IWB | ISHARES TR | $685.81万 | 1.15% | 19,234 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $783.31万 | 1.32% | 88,851 | 3,179 | 3.7% | $28.03万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $788.68万 | 1.32% | 262,282 | -721 | -0.3% | -$2.17万 | 减仓 |
| SGOV | ISHARES TR | $1,154.09万 | 1.94% | 114,652 | 14,864 | 14.9% | $149.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,431.34万 | 2.40% | 44,616 | -1,167 | -2.5% | -$37.44万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,455.17万 | 2.44% | 188,543 | 1,299 | 0.7% | $10.03万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,465.14万 | 2.46% | 477,555 | -20,543 | -4.1% | -$63.03万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,476.95万 | 2.48% | 161,168 | -1,740 | -1.1% | -$15.95万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,778.54万 | 4.67% | 335,776 | 12,435 | 3.8% | $102.90万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,811.27万 | 4.72% | 189,823 | -1,598 | -0.8% | -$23.67万 | 减仓 |
| IEFA | ISHARES TR | $4,521.20万 | 7.59% | 499,414 | 12,926 | 2.7% | $117.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,523.48万 | 9.28% | 95,698 | 24,154 | 33.8% | $1,394.12万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $8,118.88万 | 13.64% | 1,102,510 | 70,597 | 6.8% | $519.88万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.82亿 | 30.60% | 280,108 | 6,219 | 2.3% | $404.45万 | 加仓 |