First Pacific Financial
VANCOUVER WA · SEC CIK 0001810089
$8.39亿2026Q2 申报市值
510持仓数
59.3%前十大占比 · 第一大 11.6%
54 / 209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
DFAW 加仓+$573.35万
JCPB 加仓+$313.85万
MSFT 加仓+$280.77万
FLXR 加仓+$278.85万
VGT 新建仓+$158.10万
2026Q2 卖出最多 按季末市值估算
NUBD 减仓-$2,749.10万
MATTHEWS INTL FD 减仓-$262.22万
GS 减仓-$149.00万
NVDA 减仓-$52.12万
ABBV 减仓-$32.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $9,512 | 0.00% | 21 | -21 | -50.0% | -$9,512 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $9,542 | 0.00% | 105 | 1 | 1.0% | $91 | 加仓 |
| VRSN | VERISIGN INC | $9,560 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $9,570 | 0.00% | 133 | 127 | 2,116.7% | $9,138 | 加仓 |
| IDCC | INTERDIGITAL INC | $9,627 | 0.00% | 34 | 34 | — | $9,627 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $9,665 | 0.00% | 254 | 254 | — | $9,665 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $9,727 | 0.00% | 249 | 3 | 1.2% | $117 | 加仓 |
| FAST | FASTENAL CO | $9,895 | 0.00% | 206 | 206 | — | $9,895 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $9,973 | 0.00% | 58 | 58 | — | $9,973 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $9,977 | 0.00% | 50 | -25 | -33.3% | -$4,988 | 减仓 |
| HUM | HUMANA INC | $1.00万 | 0.00% | 25 | 25 | — | $1.00万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $1.00万 | 0.00% | 49 | -12 | -19.7% | -$2,460 | 减仓 |
| VLTO | VERALTO CORP | $1.01万 | 0.00% | 114 | 100 | 714.3% | $8,873 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.02万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $1.02万 | 0.00% | 121 | 121 | — | $1.02万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.02万 | 0.00% | 98 | -69 | -41.3% | -$7,191 | 减仓 |
| APG | API GROUP CORP | $1.03万 | 0.00% | 243 | 243 | — | $1.03万 | 新建仓 |
| ACWV | ISHARES INC | $1.04万 | 0.00% | 87 | 1 | 1.2% | $120 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $1.05万 | 0.00% | 209 | 209 | — | $1.05万 | 新建仓 |
| MTUM | ISHARES TR | $1.06万 | 0.00% | 31 | 31 | — | $1.06万 | 新建仓 |
| VTRS | VIATRIS INC | $1.07万 | 0.00% | 675 | 95 | 16.4% | $1,509 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $1.08万 | 0.00% | 60 | 60 | — | $1.08万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.09万 | 0.00% | 45 | 45 | — | $1.09万 | 新建仓 |
| IDXX | IDEXX LABS INC | $1.11万 | 0.00% | 21 | 12 | 133.3% | $6,318 | 加仓 |
| SNPS | SYNOPSYS INC | $1.12万 | 0.00% | 25 | 5 | 25.0% | $2,230 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.12万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $1.12万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.12万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.12万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $1.13万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $1.14万 | 0.00% | 149 | 149 | — | $1.14万 | 新建仓 |
| IR | INGERSOLL RAND INC | $1.15万 | 0.00% | 140 | 102 | 268.4% | $8,363 | 加仓 |
| QUAL | ISHARES TR | $1.17万 | 0.00% | 53 | 39 | 278.6% | $8,579 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.17万 | 0.00% | 127 | 111 | 693.8% | $1.02万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.17万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $1.18万 | 0.00% | 76 | -58 | -43.3% | -$8,976 | 减仓 |
| MTB | M & T BK CORP | $1.19万 | 0.00% | 50 | -54 | -51.9% | -$1.29万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1.22万 | 0.00% | 218 | 87 | 66.4% | $4,878 | 加仓 |
| NOW | SERVICENOW INC | $1.23万 | 0.00% | 124 | 31 | 33.3% | $3,078 | 加仓 |
| PTC | PTC INC | $1.24万 | 0.00% | 109 | 37 | 51.4% | $4,204 | 加仓 |
| SSNC | SS&C TECH HLDGS | $1.24万 | 0.00% | 200 | 56 | 38.9% | $3,475 | 加仓 |
| GSK | GSK PLC | $1.24万 | 0.00% | 237 | 59 | 33.1% | $3,093 | 加仓 |
| PCAR | PACCAR INC | $1.24万 | 0.00% | 104 | -978 | -90.4% | -$11.70万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $1.25万 | 0.00% | 57 | -19 | -25.0% | -$4,153 | 减仓 |
| TRMB | TRIMBLE INC | $1.25万 | 0.00% | 245 | 239 | 3,983.3% | $1.22万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.28万 | 0.00% | 10 | 6 | 150.0% | $7,666 | 加仓 |
| FORM | FORMFACTOR INC | $1.28万 | 0.00% | 80 | 80 | — | $1.28万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.28万 | 0.00% | 54 | 42 | 350.0% | $9,968 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $1.28万 | 0.00% | 48 | 48 | — | $1.28万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $1.29万 | 0.00% | 46 | 46 | — | $1.29万 | 新建仓 |
| SCZ | ISHARES TR | $1.29万 | 0.00% | 157 | 2 | 1.3% | $165 | 加仓 |
| CMS | CMS ENERGY CORP | $1.30万 | 0.00% | 170 | -7 | -4.0% | -$536 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $1.31万 | 0.00% | 127 | -11 | -8.0% | -$1,137 | 减仓 |
| OMC | OMNICOM GROUP INC | $1.33万 | 0.00% | 183 | -2 | -1.1% | -$145 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.33万 | 0.00% | 543 | -182 | -25.1% | -$4,465 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $1.33万 | 0.00% | 176 | -103 | -36.9% | -$7,808 | 减仓 |
| MDB | MONGODB INC | $1.34万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $1.35万 | 0.00% | 290 | -11 | -3.7% | -$512 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.35万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $1.37万 | 0.00% | 12 | 3 | 33.3% | $3,424 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.38万 | 0.00% | 320 | -629 | -66.3% | -$2.71万 | 减仓 |
| F | FORD MTR CO | $1.39万 | 0.00% | 1,000 | 918 | 1,119.5% | $1.28万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.40万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $1.40万 | 0.00% | 41 | 20 | 95.2% | $6,848 | 加仓 |
| GII | SPDR INDEX SHS FDS | $1.42万 | 0.00% | 187 | 187 | — | $1.42万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.42万 | 0.00% | 448 | -4,233 | -90.4% | -$13.42万 | 减仓 |
| IEX | IDEX CORP | $1.45万 | 0.00% | 64 | 62 | 3,100.0% | $1.41万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1.50万 | 0.00% | 179 | 179 | — | $1.50万 | 新建仓 |
| D | DOMINION ENERGY INC | $1.51万 | 0.00% | 221 | 221 | — | $1.51万 | 新建仓 |
| EQIX | EQUINIX INC | $1.52万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $1.52万 | 0.00% | 69 | 46 | 200.0% | $1.02万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.54万 | 0.00% | 85 | 51 | 150.0% | $9,227 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.54万 | 0.00% | 67 | 57 | 570.0% | $1.31万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $1.56万 | 0.00% | 116 | 99 | 582.4% | $1.33万 | 加仓 |
| NDSN | NORDSON CORP | $1.57万 | 0.00% | 52 | 8 | 18.2% | $2,414 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $1.57万 | 0.00% | 64 | 62 | 3,100.0% | $1.52万 | 加仓 |
| WMT | WALMART INC | $1.58万 | 0.00% | 139 | -24 | -14.7% | -$2,722 | 减仓 |
| VFH | VANGUARD WORLD FD | $1.61万 | 0.00% | 122 | 1 | 0.8% | $132 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1.61万 | 0.00% | 237 | 237 | — | $1.61万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.63万 | 0.00% | 140 | 112 | 400.0% | $1.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.64万 | 0.00% | 32 | -30 | -48.4% | -$1.54万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.64万 | 0.00% | 42 | 4 | 10.5% | $1,566 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.65万 | 0.00% | 44 | -29 | -39.7% | -$1.09万 | 减仓 |
| AVT | AVNET INC | $1.65万 | 0.00% | 186 | -24 | -11.4% | -$2,132 | 减仓 |
| XE | X-ENERGY INC | $1.65万 | 0.00% | 900 | 900 | — | $1.65万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.66万 | 0.00% | 12 | -5 | -29.4% | -$6,912 | 减仓 |
| FLEX | FLEX LTD | $1.67万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES TR | $1.71万 | 0.00% | 95 | 95 | — | $1.71万 | 新建仓 |
| EEM | ISHARES TR | $1.72万 | 0.00% | 251 | 251 | — | $1.72万 | 新建仓 |
| IWF | ISHARES TR | $1.74万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| IYZ | ISHARES TR | $1.76万 | 0.00% | 417 | 417 | — | $1.76万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $1.78万 | 0.00% | 47 | 47 | — | $1.78万 | 新建仓 |
| ADBE | ADOBE INC | $1.78万 | 0.00% | 87 | -102 | -54.0% | -$2.09万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.79万 | 0.00% | 82 | 36 | 78.3% | $7,864 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1.83万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $1.85万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.86万 | 0.00% | 110 | -18 | -14.1% | -$3,042 | 减仓 |
| VHT | VANGUARD WORLD FD | $1.90万 | 0.00% | 63 | -2 | -3.1% | -$602 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $1.90万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $2.04万 | 0.00% | 203 | 203 | — | $2.04万 | 新建仓 |