First Pacific Financial
VANCOUVER WA · SEC CIK 0001810089
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $9,442.78万 | 12.16% | 2,005,687 | 80,530 | 4.2% | $379.14万 | 加仓 |
| FLXR | TCW ETF TRUST | $8,977.00万 | 11.56% | 2,285,970 | 110,107 | 5.1% | $432.39万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $6,383.80万 | 8.22% | 865,248 | 49,441 | 6.1% | $364.78万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,125.02万 | 5.31% | 94,439 | -955 | -1.0% | -$41.71万 | 减仓 |
| EFA | ISHARES TR | $3,901.56万 | 5.02% | 401,684 | 101,936 | 34.0% | $990.11万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $3,125.66万 | 4.03% | 367,076 | -2,674 | -0.7% | -$22.77万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $2,853.70万 | 3.67% | 879,957 | -12,920 | -1.4% | -$41.90万 | 减仓 |
| NUBD | NUSHARES ETF TR | $2,776.97万 | 3.58% | 1,250,326 | 60,458 | 5.1% | $134.28万 | 加仓 |
| GMF | SPDR INDEX SHS FDS | $2,376.91万 | 3.06% | 174,595 | -1,308 | -0.7% | -$17.81万 | 减仓 |
| — | MATTHEWS INTL FDS | $1,870.49万 | 2.41% | 602,098 | 121,863 | 25.4% | $378.58万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $1,601.40万 | 2.06% | 250,140 | 7,448 | 3.1% | $47.68万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $1,564.63万 | 2.01% | 1,514,648 | 28,314 | 1.9% | $29.25万 | 加仓 |
| NUSC | NUSHARES ETF TR | $1,194.24万 | 1.54% | 265,032 | -355 | -0.1% | -$1.60万 | 减仓 |
| MSFT | MICROSOFT CORP | $764.62万 | 0.98% | 20,656 | 71 | 0.3% | $2.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $709.76万 | 0.91% | 24,128 | -2,028 | -7.8% | -$59.66万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $694.35万 | 0.89% | 58,531 | -2,304 | -3.8% | -$27.33万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $683.95万 | 0.88% | 203,134 | 221 | 0.1% | $7,441 | 加仓 |
| ABBV | ABBVIE INC | $633.60万 | 0.82% | 29,133 | -376 | -1.3% | -$8.18万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $622.88万 | 0.80% | 75,273 | 880 | 1.2% | $7.28万 | 加仓 |
| NVS | NOVARTIS AG | $609.81万 | 0.79% | 39,922 | -150 | -0.4% | -$2.29万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $609.74万 | 0.79% | 143,333 | 12,976 | 10.0% | $55.20万 | 加仓 |
| CSCO | CISCO SYS INC | $603.18万 | 0.78% | 77,740 | -1,535 | -1.9% | -$11.91万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $579.22万 | 0.75% | 19,858 | -494 | -2.4% | -$14.41万 | 减仓 |
| RTX | RTX CORPORATION | $572.07万 | 0.74% | 29,656 | 195 | 0.7% | $3.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $553.21万 | 0.71% | 22,632 | -218 | -1.0% | -$5.33万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $528.97万 | 0.68% | 21,823 | 10 | 0.0% | $2,424 | 加仓 |
| MRK | MERCK & CO INC | $522.27万 | 0.67% | 43,418 | -2,913 | -6.3% | -$35.04万 | 减仓 |
| WELL | WELLTOWER INC | $519.48万 | 0.67% | 26,275 | -5,025 | -16.1% | -$99.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $503.39万 | 0.65% | 28,864 | 3,747 | 14.9% | $65.35万 | 加仓 |
| EFG | ISHARES TR | $461.94万 | 0.59% | 41,478 | 649 | 1.6% | $7.23万 | 加仓 |
| NTRS | NORTHERN TR CORP | $457.23万 | 0.59% | 32,760 | 509 | 1.6% | $7.10万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $453.63万 | 0.58% | 34,607 | 656 | 1.9% | $8.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $448.94万 | 0.58% | 4,505 | -13 | -0.3% | -$1.30万 | 减仓 |
| CVX | CHEVRON CORPORATION | $446.91万 | 0.58% | 21,600 | -480 | -2.2% | -$9.93万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $441.94万 | 0.57% | 30,597 | 845 | 2.8% | $12.21万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $405.26万 | 0.52% | 82,825 | -820 | -1.0% | -$4.01万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $400.27万 | 0.52% | 67,216 | 66,141 | 6,152.7% | $393.87万 | 加仓 |
| AAPL | APPLE INC | $392.83万 | 0.51% | 15,479 | -669 | -4.1% | -$16.98万 | 减仓 |
| MDT | MEDTRONIC PLC | $389.66万 | 0.50% | 44,969 | 917 | 2.1% | $7.95万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $378.98万 | 0.49% | 10,560 | -215 | -2.0% | -$7.72万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $377.20万 | 0.49% | 71,943 | 286 | 0.4% | $1.50万 | 加仓 |
| PEP | PEPSICO INC | $376.54万 | 0.48% | 24,248 | 420 | 1.8% | $6.52万 | 加仓 |
| TTE | TOTALENERGIES SE | $352.92万 | 0.45% | 38,791 | -463 | -1.2% | -$4.21万 | 减仓 |
| PLD | PROLOGIS INC. | $329.29万 | 0.42% | 24,912 | 982 | 4.1% | $12.98万 | 加仓 |
| IWS | ISHARES TR | $312.95万 | 0.40% | 21,473 | 97 | 0.5% | $1.41万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $309.98万 | 0.40% | 31,731 | -52 | -0.2% | -$5,080 | 减仓 |
| VOO | VANGUARD INDEX FDS | $295.31万 | 0.38% | 4,942 | -65 | -1.3% | -$3.88万 | 减仓 |
| PFE | PFIZER INC | $291.20万 | 0.37% | 103,702 | 18,385 | 21.5% | $51.63万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $270.54万 | 0.35% | 27,499 | 257 | 0.9% | $2.53万 | 加仓 |
| GOOG | ALPHABET INC | $199.32万 | 0.26% | 6,948 | -285 | -3.9% | -$8.18万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $190.18万 | 0.24% | 20,476 | 948 | 4.9% | $8.80万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $179.70万 | 0.23% | 34,002 | -296 | -0.9% | -$1.56万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $172.45万 | 0.22% | 21,539 | -178 | -0.8% | -$1.43万 | 减仓 |
| NGG | NATIONAL GRID PLC | $167.06万 | 0.22% | 19,747 | 8,080 | 69.3% | $68.36万 | 加仓 |
| SUSA | ISHARES TR | $164.65万 | 0.21% | 12,464 | -1,611 | -11.4% | -$21.28万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $159.83万 | 0.21% | 21,704 | 4,480 | 26.0% | $32.99万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $156.84万 | 0.20% | 1,854 | -31 | -1.6% | -$2.62万 | 减仓 |
| GOOGL | ALPHABET INC | $150.61万 | 0.19% | 5,237 | -524 | -9.1% | -$15.07万 | 减仓 |
| DMXF | ISHARES TR | $145.55万 | 0.19% | 19,292 | -37 | -0.2% | -$2,792 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.18% | 2 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $138.67万 | 0.18% | 6,035 | 63 | 1.1% | $1.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $136.21万 | 0.18% | 4,246 | -85 | -2.0% | -$2.73万 | 减仓 |
| ADI | ANALOG DEVICES INC | $134.65万 | 0.17% | 4,232 | -21 | -0.5% | -$6,682 | 减仓 |
| CMI | CUMMINS INC | $134.11万 | 0.17% | 2,493 | -90 | -3.5% | -$4.84万 | 减仓 |
| NULG | NUSHARES ETF TR | $133.45万 | 0.17% | 14,674 | -77 | -0.5% | -$7,003 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $133.16万 | 0.17% | 45,714 | 13,292 | 41.0% | $38.72万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $130.70万 | 0.17% | 26,199 | -1,678 | -6.0% | -$8.37万 | 减仓 |
| GRMN | GARMIN LTD | $124.48万 | 0.16% | 5,365 | 12 | 0.2% | $2,784 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $123.97万 | 0.16% | 6,094 | -229 | -3.6% | -$4.66万 | 减仓 |
| AMZN | AMAZON COM INC | $123.34万 | 0.16% | 5,922 | -427 | -6.7% | -$8.89万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $122.68万 | 0.16% | 1,370 | -111 | -7.5% | -$9.94万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $120.54万 | 0.16% | 38,934 | -543 | -1.4% | -$1.68万 | 减仓 |
| ING | ING GROEP N.V. | $119.42万 | 0.15% | 45,844 | 1,002 | 2.2% | $2.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $119.30万 | 0.15% | 3,530 | 63 | 1.8% | $2.13万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $118.59万 | 0.15% | 6,358 | 1,219 | 23.7% | $22.74万 | 加仓 |
| ECL | ECOLAB INC | $117.25万 | 0.15% | 4,407 | -10 | -0.2% | -$2,660 | 减仓 |
| ETN | EATON CORP PLC | $114.74万 | 0.15% | 3,208 | 40 | 1.3% | $1.43万 | 加仓 |
| V | VISA INC | $111.00万 | 0.14% | 3,673 | -266 | -6.8% | -$8.04万 | 减仓 |
| ASML | ASML HLDG NV | $109.36万 | 0.14% | 828 | -4 | -0.5% | -$5,283 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $107.21万 | 0.14% | 2,746 | -5 | -0.2% | -$1,952 | 减仓 |
| HD | HOME DEPOT INC | $101.93万 | 0.13% | 3,099 | -134 | -4.1% | -$4.41万 | 减仓 |
| JSTC | TIDAL TRUST I | $99.49万 | 0.13% | 51,047 | 11,662 | 29.6% | $22.73万 | 加仓 |
| DE | DEERE & CO | $98.97万 | 0.13% | 1,757 | -5 | -0.3% | -$2,816 | 减仓 |
| CRM | SALESFORCE INC | $97.45万 | 0.13% | 5,220 | -930 | -15.1% | -$17.36万 | 减仓 |
| CAT | CATERPILLAR INC | $96.09万 | 0.12% | 1,356 | -2 | -0.1% | -$1,417 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $90.81万 | 0.12% | 1,895 | 16 | 0.9% | $7,667 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $90.41万 | 0.12% | 1,839 | 35 | 1.9% | $1.72万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $87.85万 | 0.11% | 3,024 | 86 | 2.9% | $2.50万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $86.22万 | 0.11% | 13,454 | 5,796 | 75.7% | $37.14万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $84.63万 | 0.11% | 2,640 | 42 | 1.6% | $1.35万 | 加仓 |
| BLK | BLACKROCK INC | $84.63万 | 0.11% | 880 | -11 | -1.2% | -$1.06万 | 减仓 |
| IVV | ISHARES TR | $84.51万 | 0.11% | 1,294 | 347 | 36.6% | $22.66万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $82.24万 | 0.11% | 8,303 | 28 | 0.3% | $2,773 | 加仓 |
| TGT | TARGET CORP | $81.53万 | 0.10% | 6,726 | 238 | 3.7% | $2.88万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $80.58万 | 0.10% | 8,635 | 65 | 0.8% | $6,066 | 加仓 |
| OEF | ISHARES TR | $80.21万 | 0.10% | 2,522 | -32,899 | -92.9% | -$1,046.32万 | 减仓 |
| BX | BLACKSTONE INC | $75.05万 | 0.10% | 6,527 | 143 | 2.2% | $1.64万 | 加仓 |
| NDAQ | NASDAQ INC | $74.79万 | 0.10% | 8,810 | 27 | 0.3% | $2,292 | 加仓 |
| DSI | ISHARES TR | $73.52万 | 0.09% | 6,067 | -454 | -7.0% | -$5.50万 | 减仓 |
| UNP | UNION PAC CORP | $73.08万 | 0.09% | 3,012 | 46 | 1.6% | $1.12万 | 加仓 |