Pacific Capital Wealth Advisors, Inc.
CORONA CA · SEC CIK 0001803523
$6.63亿2026Q2 申报市值
92持仓数
80.7%前十大占比 · 第一大 31.6%
9 / 4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
BND 加仓+$734.07万
VTV 加仓+$407.50万
QQQ 加仓+$400.75万
SGOV 加仓+$224.09万
VCIT 加仓+$205.18万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$454.93万
SCHD 减仓-$202.07万
VNQ 减仓-$168.71万
SCHH 减仓-$145.85万
SPSB 减仓-$111.87万
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 |
|---|---|---|---|---|---|---|---|---|
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -40,000 | -100.0% | -$37.92万 | 清仓 |
| WPP | WPP PLC NEW | $0 | 0.00% | 0 | -20,000 | -100.0% | -$31.10万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -30,000 | -100.0% | -$30.54万 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $0 | 0.00% | 0 | -17,000 | -100.0% | -$13.11万 | 清仓 |
| ANGX | ANGEL STUDIOS INC. | $14.76万 | 0.02% | 40,218 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $20.14万 | 0.03% | 1,868 | 1,868 | — | $20.14万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $20.31万 | 0.03% | 4,612 | -776 | -14.4% | -$3.42万 | 减仓 |
| MCD | MCDONALDS CORP | $20.35万 | 0.03% | 753 | -22 | -2.8% | -$5,947 | 减仓 |
| — | EA SERIES TRUST | $21.01万 | 0.03% | 6,556 | 6,556 | — | $21.01万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.10万 | 0.03% | 300 | 300 | — | $21.10万 | 新建仓 |
| IVV | ISHARES TR | $21.87万 | 0.03% | 292 | 292 | — | $21.87万 | 新建仓 |
| IUSB | ISHARES TR | $21.94万 | 0.03% | 4,755 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $22.15万 | 0.03% | 4,170 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $22.24万 | 0.03% | 1,905 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $25.86万 | 0.04% | 224 | 224 | — | $25.86万 | 新建仓 |
| RWO | SPDR INDEX SHS FDS | $26.70万 | 0.04% | 5,372 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $26.84万 | 0.04% | 462 | 462 | — | $26.84万 | 新建仓 |
| GOOG | ALPHABET INC | $27.00万 | 0.04% | 764 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $27.37万 | 0.04% | 836 | -24 | -2.8% | -$7,856 | 减仓 |
| MA | MASTERCARD INCORPORATED | $27.68万 | 0.04% | 539 | -5 | -0.9% | -$2,568 | 减仓 |
| PNTG | PENNANT GROUP INC | $27.99万 | 0.04% | 7,575 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.51万 | 0.04% | 1,014 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $28.75万 | 0.04% | 25,000 | 25,000 | — | $28.75万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $30.51万 | 0.05% | 2,319 | -48 | -2.0% | -$6,316 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $32.89万 | 0.05% | 2,073 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $34.31万 | 0.05% | 2,099 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $34.53万 | 0.05% | 2,209 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $34.95万 | 0.05% | 925 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $35.33万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $35.64万 | 0.05% | 5,128 | -108 | -2.1% | -$7,506 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $36.30万 | 0.05% | 20,000 | 20,000 | — | $36.30万 | 新建仓 |
| RTX | RTX CORPORATION | $38.14万 | 0.06% | 2,010 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $38.66万 | 0.06% | 1,143 | -4 | -0.3% | -$1,353 | 减仓 |
| WHR | WHIRLPOOL CORP | $39.42万 | 0.06% | 10,000 | 10,000 | — | $39.42万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $39.87万 | 0.06% | 6,850 | 1,665 | 32.1% | $9.69万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $40.38万 | 0.06% | 30,000 | -23,000 | -43.4% | -$30.96万 | 减仓 |
| CB | CHUBB LIMITED | $41.30万 | 0.06% | 1,212 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $44.31万 | 0.07% | 17,969 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $54.61万 | 0.08% | 24,119 | -371 | -1.5% | -$8,399 | 减仓 |
| CMF | ISHARES TR | $56.65万 | 0.09% | 9,828 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $56.97万 | 0.09% | 475 | -1 | -0.2% | -$1,199 | 减仓 |
| WMT | WALMART INC | $59.57万 | 0.09% | 5,260 | -189 | -3.5% | -$2.14万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $61.52万 | 0.09% | 2,461 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $66.21万 | 0.10% | 1,853 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $68.00万 | 0.10% | 6,546 | -60 | -0.9% | -$6,233 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $69.88万 | 0.11% | 29,511 | -61,593 | -67.6% | -$145.85万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $77.70万 | 0.12% | 26,829 | -171 | -0.6% | -$4,952 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $82.30万 | 0.12% | 31,058 | -3,077 | -9.0% | -$8.15万 | 减仓 |
| META | META PLATFORMS INC | $86.03万 | 0.13% | 1,527 | 0 | 0.0% | — | 不变 |
| PACS | PACS GROUP INC | $87.67万 | 0.13% | 20,560 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $88.21万 | 0.13% | 943 | -39 | -4.0% | -$3.65万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $89.09万 | 0.13% | 11,441 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $98.47万 | 0.15% | 430,000 | 287,000 | 200.7% | $65.72万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $99.73万 | 0.15% | 4,687 | -4,353 | -48.2% | -$92.62万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $103.47万 | 0.16% | 29,725 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $104.87万 | 0.16% | 3,057 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $113.27万 | 0.17% | 46,922 | 2,961 | 6.7% | $7.15万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $116.11万 | 0.18% | 19,686 | 7,917 | 67.3% | $46.69万 | 加仓 |
| AMZN | AMAZON COM INC | $120.22万 | 0.18% | 5,044 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $122.03万 | 0.18% | 6,099 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $136.52万 | 0.21% | 8,311 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $142.17万 | 0.21% | 40,854 | 25,000 | 157.7% | $87.00万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $148.45万 | 0.22% | 28,136 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $151.98万 | 0.23% | 12,240 | -728 | -5.6% | -$9.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $162.57万 | 0.25% | 4,358 | 7 | 0.2% | $2,611 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $173.95万 | 0.26% | 13,610 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $183.62万 | 0.28% | 4,366 | -60 | -1.4% | -$2.52万 | 减仓 |
| GLDM | WORLD GOLD TR | $196.77万 | 0.30% | 24,776 | 16,642 | 204.6% | $132.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $201.58万 | 0.30% | 2,935 | -212 | -6.7% | -$14.56万 | 减仓 |
| GDDY | GODADDY INC | $206.25万 | 0.31% | 24,299 | 17,854 | 277.0% | $151.54万 | 加仓 |
| AGG | ISHARES TR | $211.81万 | 0.32% | 21,399 | -40 | -0.2% | -$3,959 | 减仓 |
| NTNX | NUTANIX INC | $222.48万 | 0.34% | 43,657 | -4,250 | -8.9% | -$21.66万 | 减仓 |
| IWM | ISHARES TR | $299.91万 | 0.45% | 9,982 | -1,201 | -10.7% | -$36.08万 | 减仓 |
| MSTR | STRATEGY INC | $308.59万 | 0.47% | 35,499 | -3,598 | -9.2% | -$31.28万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $310.59万 | 0.47% | 32,209 | -17,496 | -35.2% | -$168.71万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $312.26万 | 0.47% | 92,274 | -5 | -0.0% | -$169 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $392.96万 | 0.59% | 133,524 | -9,348 | -6.5% | -$27.51万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $465.89万 | 0.70% | 45,136 | -8,255 | -15.5% | -$85.21万 | 减仓 |
| AAPL | APPLE INC | $483.60万 | 0.73% | 16,713 | -599 | -3.5% | -$17.33万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $528.59万 | 0.80% | 190,825 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $637.67万 | 0.96% | 84,448 | -4,403 | -5.0% | -$33.25万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $658.41万 | 0.99% | 83,312 | 20,992 | 33.7% | $165.90万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $675.24万 | 1.02% | 225,004 | -37,278 | -14.2% | -$111.87万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $687.47万 | 1.04% | 31,546 | 18,699 | 145.6% | $407.50万 | 加仓 |
| IWB | ISHARES TR | $787.63万 | 1.19% | 19,234 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1,196.06万 | 1.80% | 32,322 | -12,294 | -27.6% | -$454.93万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,312.25万 | 1.98% | 413,829 | -63,726 | -13.3% | -$202.07万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,346.14万 | 2.03% | 175,507 | -13,036 | -6.9% | -$99.99万 | 减仓 |
| SGOV | ISHARES TR | $1,378.29万 | 2.08% | 136,912 | 22,260 | 19.4% | $224.09万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,436.68万 | 2.17% | 156,775 | -4,393 | -2.7% | -$40.26万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,888.47万 | 4.35% | 182,780 | -7,043 | -3.7% | -$111.30万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,980.37万 | 4.49% | 360,601 | 24,825 | 7.4% | $205.18万 | 加仓 |
| IEFA | ISHARES TR | $5,006.79万 | 7.55% | 518,409 | 18,995 | 3.8% | $183.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,447.97万 | 11.23% | 101,140 | 5,442 | 5.7% | $400.75万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $8,827.60万 | 13.31% | 1,202,506 | 99,996 | 9.1% | $734.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.09亿 | 31.56% | 280,356 | 248 | 0.1% | $18.52万 | 加仓 |