13F 机构持仓

First Pacific Financial

VANCOUVER WA · SEC CIK 0001810089

2026Q22026Q1 更早 9 个季度 🔒
$7.77亿2026Q1 申报市值
663持仓数
59.0%前十大占比 · 第一大 12.2%
168 / 17新建仓 / 清仓
申报市值走势$8.39亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JCPB 12.2%
FLXR 11.6%
DFAW 8.2%
VUG 5.3%
EFA 5.0%
MDYV 4.0%
FNDA 3.7%
NUBD 3.6%
GMF 3.1%
MATTHEWS INTL 2.4%

2026Q1 买入最多 按季末市值估算

EFA 加仓+$990.11万
FLXR 加仓+$432.39万
VGIT 加仓+$393.87万
JCPB 加仓+$379.14万
MATTHEWS INTL FD 加仓+$378.58万

2026Q1 卖出最多 按季末市值估算

OEF 减仓-$1,046.32万
GOVT 减仓-$388.69万
WELL 减仓-$99.35万
JPM 减仓-$59.66万
ROP 减仓-$52.32万

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
IEF ISHARES TR $9640.00%10 00.0% — 不变
U UNITY SOFTWARE INC $1,0100.00%46 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $1,0400.00%3 00.0% — 不变
NWG NATWEST GROUP PLC $1,0580.00%71 00.0% — 不变
VNQI VANGUARD INTL EQUITY INDEX F $1,0670.00%24 24— $1,067 新建仓
UAL UNITED AIRLS HLDGS INC $1,1050.00%12 12— $1,105 新建仓
TWLO TWILIO INC $1,1330.00%9 9— $1,133 新建仓
EAT BRINKER INTL INC $1,1430.00%8 8— $1,143 新建仓
SIRI SIRIUSXM HOLDINGS INC $1,1540.00%50 50— $1,154 新建仓
NVAX NOVAVAX INC $1,1890.00%146 00.0% — 不变
BRKR BRUKER CORP $1,1920.00%33 33— $1,192 新建仓
VLTO VERALTO CORP $1,2410.00%14 00.0% — 不变
GDDY GODADDY INC $1,2410.00%15 15— $1,241 新建仓
CVNA CARVANA CO $1,2580.00%4 4— $1,258 新建仓
SNDK SANDISK CORP $1,2710.00%2 2— $1,271 新建仓
RBLX ROBLOX CORP $1,3010.00%23 23— $1,301 新建仓
ROAD CONSTRUCTION PARTNERS INC $1,3340.00%12 00.0% — 不变
FNF FIDELITY NATL FINL INC $1,3460.00%29 23383.3% $1,068 重新持有
BF/B BROWN FORMAN CORP $1,3490.00%51 51— $1,349 新建仓
WERN WERNER ENTERPRISES INC $1,3530.00%46 46— $1,353 新建仓
SGI SOMNIGROUP INTERNATIONAL INC $1,4050.00%19 19— $1,405 新建仓
BAX BAXTER INTL INC $1,4120.00%84 84— $1,412 新建仓
COHR COHERENT CORP $1,4300.00%6 6— $1,430 新建仓
APO APOLLO GLOBAL MGMT INC $1,4490.00%13 13— $1,449 新建仓
GPGI GPGI INC $1,4710.00%86 86— $1,471 新建仓
MUSA MURPHY USA INC $1,4820.00%3 3— $1,482 新建仓
SCHW SCHWAB CHARLES CORP $1,5070.00%16 777.8% $659 加仓
PCVX VAXCYTE INC $1,5110.00%26 26— $1,511 新建仓
OKLO OKLO INC $1,5380.00%31 1047.6% $496 加仓
PDN INVESCO EXCH TRADED FD TR II $1,5620.00%36 36— $1,562 新建仓
LEN LENNAR CORP $1,5640.00%18 18— $1,564 新建仓
MHK MOHAWK INDS INC $1,5760.00%16 16— $1,576 新建仓
SCHH SCHWAB STRATEGIC TR $1,5910.00%74 74— $1,591 新建仓
— MASIMO CORP $1,6010.00%9 9— $1,601 新建仓
NOK NOKIA CORP $1,6080.00%200 200— $1,608 新建仓
GPN GLOBAL PMTS INC $1,7500.00%26 26— $1,750 新建仓
EXLS EXLSERVICE HLDGS INC $1,7670.00%58 58— $1,767 新建仓
TOL TOLL BROTHERS INC $1,7750.00%13 13— $1,775 新建仓
PRI PRIMERICA INC $1,7760.00%7 00.0% — 不变
WSO WATSCO INC $1,8490.00%5 00.0% — 不变
NET CLOUDFLARE INC $1,8580.00%9 9— $1,858 新建仓
UGI UGI CORP NEW $1,8580.00%51 51— $1,858 新建仓
VITL VITAL FARMS INC $1,8640.00%132 -212-61.6% -$2,994 减仓
NCLH NORWEGIAN CRUISE LINE HLDGS $1,8700.00%100 00.0% — 不变
SAP SAP SE $1,8840.00%11 11— $1,884 新建仓
VNO VORNADO RLTY TR $1,8860.00%73 00.0% — 不变
FCNCA FIRST CTZNS BANCSHARES INC D $1,8910.00%1 00.0% — 不变
SCMB SCHWAB STRATEGIC TR $1,9370.00%76 76— $1,937 新建仓
CNQ CANADIAN NAT RES LTD MED TER $1,9980.00%41 41— $1,998 新建仓
SN SHARKNINJA INC $2,0130.00%19 19— $2,013 新建仓
HLN HALEON PLC $2,0430.00%204 204— $2,043 新建仓
NOC NORTHROP GRUMMAN CORP $2,0470.00%3 3— $2,047 新建仓
STZ CONSTELLATION BRANDS INC $2,1000.00%14 -36-72.0% -$5,400 重新持有
ALSN ALLISON TRANSMISSION HLDGS I $2,1080.00%18 18— $2,108 新建仓
LITE LUMENTUM HLDGS INC $2,1090.00%3 3— $2,109 新建仓
IJR ISHARES TR $2,1140.00%17 17— $2,114 新建仓
TECH BIO-TECHNE CORP $2,1570.00%41 00.0% — 不变
SPEM SPDR INDEX SHS FDS $2,1580.00%46 46— $2,158 新建仓
AJG GALLAGHER ARTHUR J & CO $2,1660.00%10 10— $2,166 新建仓
CLS CELESTICA INC $2,2540.00%8 8— $2,254 新建仓
STEP STEPSTONE GROUP INC $2,2910.00%48 -13-21.3% -$620 减仓
LULU LULULEMON ATHLETICA INC $2,2970.00%15 -2,386-99.4% -$36.54万 重新持有
CF CF INDUSTRIES HOLD $2,3380.00%18 18— $2,338 新建仓
HRB BLOCK H & R INC $2,3490.00%74 74— $2,349 新建仓
TXT TEXTRON INC $2,3650.00%27 27— $2,365 新建仓
MOS MOSAIC CO $2,3720.00%93 93— $2,372 新建仓
DEO DIAGEO PLC $2,3830.00%32 301,500.0% $2,234 重新持有
XYZ BLOCK INC $2,4080.00%40 40— $2,408 新建仓
FTAI FTAI AVIATION LTD $2,4500.00%10 10— $2,450 新建仓
INSM INSMED INC $2,4530.00%15 325.0% $491 加仓
KR KROGER CO $2,4610.00%34 34— $2,461 新建仓
HLI HOULIHAN LOKEY INC $2,4680.00%17 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS IN $2,5340.00%44 44— $2,534 新建仓
BIIB BIOGEN INC $2,5670.00%14 14— $2,567 新建仓
KKR KKR & CO INC $2,5900.00%28 21300.0% $1,942 重新持有
CTVA CORTEVA INC $2,5960.00%31 31— $2,596 新建仓
QUAL ISHARES TR $2,7070.00%14 00.0% — 不变
EXEL EXELIXIS INC $2,7880.00%65 1735.4% $729 加仓
NTR NUTRIEN LTD $2,7930.00%37 37— $2,793 新建仓
FERG FERGUSON ENTERPRISES INC $2,8000.00%12 10500.0% $2,333 加仓
AGG ISHARES TR $2,8070.00%28 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $2,8520.00%12 12— $2,852 新建仓
NLY ANNALY CAPITAL MANAGEMENT IN $2,8770.00%136 136— $2,877 新建仓
MEDP MEDPACE HLDGS INC $2,8820.00%6 -1-14.3% -$480 减仓
CCK CROWN HLDGS INC $2,9080.00%29 271,350.0% $2,707 重新持有
SFM SPROUTS FMRS MKT INC $2,9310.00%38 19100.0% $1,466 重新持有
UNH UNITEDHEALTH GROUP INC $2,9770.00%11 11— $2,977 新建仓
IR INGERSOLL RAND INC $3,0450.00%38 38— $3,045 新建仓
ULS UL SOLUTIONS INC $3,0860.00%36 21140.0% $1,800 加仓
GD GENERAL DYNAMICS CORP $3,1130.00%9 112.5% $346 加仓
RRX REGAL REXNORD CORPORATION $3,1840.00%17 17— $3,184 新建仓
ES EVERSOURCE ENERGY $3,1870.00%46 46— $3,187 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $3,1920.00%34 621.4% $563 加仓
SOLS SOLSTICE ADVANCED MATLS INC $3,2020.00%42 00.0% — 不变
AZO AUTOZONE INC $3,3780.00%1 1— $3,378 新建仓
CHRW C H ROBINSON WORLDWIDE IN $3,4880.00%21 21— $3,488 新建仓
GEN GEN DIGITAL INC $3,5220.00%187 187— $3,522 新建仓
PNR PENTAIR PLC $3,7460.00%43 43— $3,746 新建仓
WTW WILLIS TOWERS WATSON PLC LTD $3,7800.00%13 121,200.0% $3,489 重新持有
CRH CRH PLC $3,7850.00%36 36— $3,785 新建仓