13F 机构持仓

First Pacific Financial

VANCOUVER WA · SEC CIK 0001810089

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.6%
FLXR 11.0%
DFAW 9.2%
VUG 5.8%
EFA 5.1%
MDYV 4.1%
FNDA 4.0%
GMF 3.4%
MATTHEWS INTL 2.7%
MORGAN STANLEY 2.3%

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
IVT INVENTRUST PPTYS CORP $2.06万0.00%581 581— $2.06万 新建仓
PSLV SPROTT ASSET MANAGEMENT LP $2.10万0.00%1,112 00.0% — 不变
UBER UBER TECHNOLOGIES INC $2.11万0.00%293 -16-5.2% -$1,155 减仓
GILD GILEAD SCIENCES INC $2.13万0.00%168 -77-31.4% -$9,745 减仓
HIG HARTFORD INSURANCE GROUP INC $2.13万0.00%161 -32-16.6% -$4,241 减仓
SWX SOUTHWEST GAS HLDGS INC $2.22万0.00%250 00.0% — 不变
T AT&T INC $2.24万0.00%1,083 -268-19.8% -$5,548 减仓
RUN SUNRUN INC $2.27万0.00%1,694 -687-28.9% -$9,192 减仓
VONG VANGUARD SCOTTSDALE FDS $2.29万0.00%179 00.0% — 不变
MS MORGAN STANLEY $2.36万0.00%113 -4-3.4% -$836 减仓
KWR QUAKER HOUGHTON $2.41万0.00%152 10.7% $158 加仓
CSQ CALAMOS STRATEGIC TOTAL RETU $2.41万0.00%1,174 211.8% $432 加仓
AFL AFLAC INC $2.44万0.00%208 2056,833.3% $2.40万 加仓
TEAM ATLASSIAN CORPORATION $2.55万0.00%328 -4-1.2% -$311 减仓
YUM YUM BRANDS INC $2.56万0.00%160 1587,900.0% $2.53万 加仓
FTI TECHNIPFMC PLC $2.59万0.00%390 -358-47.9% -$2.37万 减仓
HONA HONEYWELL AEROSPACE INC $2.63万0.00%119 119— $2.63万 新建仓
JPEM J P MORGAN EXCHANGE TRADED F $2.64万0.00%420 -106-20.2% -$6,652 减仓
SPGI S&P GLOBAL INC $2.64万0.00%65 -12-15.6% -$4,882 减仓
NWN NORTHWEST NAT HLDG CO $2.67万0.00%544 50.9% $245 加仓
LIN LINDE PLC $2.68万0.00%52 -16-23.5% -$8,250 减仓
PAYX PAYCHEX INC $2.69万0.00%274 5324.0% $5,203 加仓
HON HONEYWELL INTL INC $2.70万0.00%120 -121-50.2% -$2.72万 减仓
SMH VANECK ETF TRUST $2.75万0.00%42 42— $2.75万 新建仓
DIA STATE STR SPDR DOW JONES IND $2.88万0.00%55 37205.6% $1.94万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $2.91万0.00%30 -1-3.2% -$969 减仓
GLW CORNING INC $2.94万0.00%115 -23-16.7% -$5,875 减仓
LFST LIFESTANCE HEALTH GROUP INC $2.94万0.00%2,746 2,746— $2.94万 新建仓
MFC MANULIFE FINL CORP $2.99万0.00%737 00.0% — 不变
RSG REPUBLIC SVCS INC $3.00万0.00%141 2824.8% $5,957 加仓
CQP CHENIERE ENERGY PARTNERS L P $3.05万0.00%500 00.0% — 不变
VTIP VANGUARD MALVERN FDS $3.13万0.00%624 -2,243-78.2% -$11.26万 减仓
MRSH MARSH & MCLENNAN COS INC $3.18万0.00%191 -47-19.7% -$7,830 减仓
KMI KINDER MORGAN INC DEL $3.20万0.00%1,000 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $3.29万0.00%305 20.7% $216 加仓
HWM HOWMET AEROSPACE INC $3.33万0.00%124 -99-44.4% -$2.66万 减仓
AIRR FIRST TR EXCHANGE TRADED FD $3.36万0.00%252 252— $3.36万 新建仓
IVW ISHARES TR $3.37万0.00%245 245— $3.37万 新建仓
INTU INTUIT $3.42万0.00%131 -4-3.0% -$1,043 减仓
IEMG ISHARES INC $3.46万0.00%418 17773.4% $1.47万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $3.50万0.00%305 20.7% $229 加仓
HSY HERSHEY CO $3.51万0.00%200 200— $3.51万 新建仓
TNC TENNANT CO $3.55万0.00%405 00.0% — 不变
DOV DOVER CORP $3.56万0.00%159 -14-8.1% -$3,133 减仓
CWB SPDR SERIES TRUST $3.58万0.00%332 10.3% $108 加仓
GWW WW GRAINGER INC $3.60万0.00%26 -8-23.5% -$1.11万 减仓
SPUS TIDAL TRUST I $3.73万0.00%649 649— $3.73万 新建仓
SHEL SHELL PLC $3.77万0.00%486 -157-24.4% -$1.22万 减仓
DGX QUEST DIAGNOSTICS INC $3.78万0.00%178 00.0% — 不变
CSM PROSHARES TR $3.83万0.00%449 -11-2.4% -$937 减仓
FRDM EA SERIES TRUST $3.83万0.00%526 30.6% $219 加仓
FDX FEDEX CORP $3.88万0.00%124 -16-11.4% -$5,003 减仓
APP APPLOVIN CORP $3.92万0.00%76 -7-8.4% -$3,607 减仓
QQQM INVESCO EXCH TRADED FD TR II $3.94万0.00%130 118983.3% $3.58万 加仓
RSP INVESCO EXCHANGE TRADED FD T $4.11万0.00%193 10.5% $213 加仓
EAGG ISHARES TR $4.19万0.00%885 91.0% $427 加仓
MELI MERCADOLIBRE INC $4.24万0.01%25 -10-28.6% -$1.70万 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $4.24万0.01%761 634499.2% $3.54万 加仓
CL COLGATE PALMOLIVE CO $4.29万0.01%468 -35-7.0% -$3,211 减仓
MNST MONSTER BEVERAGE CORP NEW $4.31万0.01%448 71.6% $673 加仓
LINE LINEAGE INC $4.48万0.01%1,036 -1,080-51.0% -$4.67万 减仓
BCS BARCLAYS PLC $4.49万0.01%1,670 -55-3.2% -$1,477 减仓
SPTM SPDR SERIES TRUST $4.52万0.01%498 10.2% $91 加仓
COLM COLUMBIA SPORTSWEAR CO $4.64万0.01%750 74514,900.0% $4.61万 加仓
STT STATE STR CORP $4.83万0.01%285 20.7% $339 加仓
DLR DIGITAL RLTY TR INC $4.84万0.01%269 -1-0.4% -$180 减仓
VPLS VANGUARD MALVERN FDS $4.89万0.01%630 -32-4.8% -$2,482 重新持有
ISRG INTUITIVE SURGICAL INC $4.89万0.01%123 1210.8% $4,772 加仓
ITOT ISHARES TR $4.94万0.01%301 00.0% — 不变
NUE NUCOR CORP $5.06万0.01%227 00.0% — 不变
COLB COLUMBIA BKG SYS INC $5.07万0.01%1,583 181.2% $577 加仓
GEV GE VERNOVA INC $5.18万0.01%44 -13-22.8% -$1.53万 减仓
VIOG VANGUARD ADMIRAL FDS INC $5.35万0.01%349 10.3% $153 加仓
QCOM QUALCOMM INC $5.40万0.01%292 -13-4.3% -$2,404 减仓
NFLX NETFLIX INC. $5.43万0.01%760 -331-30.3% -$2.36万 减仓
ICLN ISHARES TR $5.52万0.01%2,693 70.3% $143 加仓
UCON FIRST TR EXCHNG TRADED FD VI $5.72万0.01%2,301 261.1% $647 加仓
SCHB SCHWAB STRATEGIC TR $5.77万0.01%1,991 50.3% $145 加仓
GE GE AEROSPACE $5.82万0.01%156 -73-31.9% -$2.72万 减仓
VPL VANGUARD INTL EQUITY INDEX F $6.07万0.01%525 -93-15.0% -$1.08万 减仓
SYK STRYKER CORPORATION $6.10万0.01%194 -86-30.7% -$2.71万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $6.15万0.01%1,409 161.1% $698 加仓
VIG VANGUARD SPECIALIZED FUNDS $6.18万0.01%261 -13-4.7% -$3,080 减仓
EPD ENTERPRISE PRODS PARTNERS L $6.25万0.01%1,700 00.0% — 不变
FIW FIRST TR EXCHANGE-TRADED FD $6.28万0.01%574 10.2% $109 加仓
VGNT VERSIGENT PLC $6.33万0.01%1,506 1,506— $6.33万 新建仓
PWR QUANTA SVCS INC $6.34万0.01%88 -12-12.0% -$8,641 减仓
VZ VERIZON COMMUNICATIONS INC $6.53万0.01%1,543 -6-0.4% -$254 减仓
CVS CVS HEALTH CORP $6.72万0.01%649 -229-26.1% -$2.37万 减仓
LOGI LOGITECH INTL S A $7.00万0.01%744 00.0% — 不变
FFIV F5 INC $7.07万0.01%170 -20-10.5% -$8,319 减仓
AXP AMERICAN EXPRESS CO $7.07万0.01%209 -15-6.7% -$5,076 减仓
LYG LLOYDS BANKING GROUP PLC $7.26万0.01%12,451 2942.4% $1,714 加仓
AMGN AMGEN INC $7.39万0.01%204 -1-0.5% -$362 减仓
BSV VANGUARD BD INDEX FDS $7.43万0.01%954 -357-27.2% -$2.78万 减仓
GDDY GODADDY INC $7.77万0.01%915 9006,000.0% $7.64万 加仓
SNPE DBX ETF TR $7.93万0.01%1,151 -23-2.0% -$1,584 减仓
VGK VANGUARD INTL EQUITY INDEX F $7.96万0.01%899 121.4% $1,063 加仓
DUK DUKE ENERGY CORP NEW $8.10万0.01%640 -154-19.4% -$1.95万 减仓
ABT ABBOTT LABORATORIES $8.36万0.01%921 518128.5% $4.70万 加仓