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
COP CONOCOPHILLIPS $2.20万0.00%167 7072.2% $9,215 加仓
SWX SOUTHWEST GAS HLDGS INC $2.17万0.00%250 250— $2.17万 新建仓
PNC PNC FINL SVCS GROUP INC $2.16万0.00%104 4473.3% $9,154 加仓
MTB M & T BK CORP $2.15万0.00%104 57121.3% $1.18万 加仓
LDOS LEIDOS HOLDINGS INC $2.15万0.00%138 118.7% $1,710 加仓
CMCSA COMCAST CORP NEW $2.08万0.00%725 12520.8% $3,589 加仓
PAYX PAYCHEX INC $2.04万0.00%221 8461.3% $7,755 加仓
CDNS CADENCE DESIGN SYSTEM INC $2.03万0.00%73 38108.6% $1.06万 加仓
WMT WALMART INC $2.02万0.00%163 1913.2% $2,356 加仓
MCK MCKESSON CORP $1.99万0.00%23 13130.0% $1.13万 加仓
CSQ CALAMOS STRATEGIC TOTAL RETU $1.97万0.00%1,153 232.0% $394 加仓
VONG VANGUARD SCOTTSDALE FDS $1.96万0.00%179 -59-24.8% -$6,475 减仓
MS MORGAN STANLEY $1.93万0.00%117 54.5% $825 加仓
GLW CORNING INC $1.88万0.00%138 53.8% $681 加仓
KWR QUAKER HOUGHTON $1.88万0.00%151 00.0% — 不变
NXT NEXTPOWER INC $1.87万0.00%155 155— $1.87万 新建仓
MPWR MONOLITHIC PWR SYS INC $1.86万0.00%17 654.5% $6,560 加仓
PAC GRUPO AEROPORTUNARIO DEL PAC $1.85万0.00%75 75— $1.85万 新建仓
MCO MOODYS CORP $1.83万0.00%42 22110.0% $9,598 加仓
AEM AGNICO EAGLE MINES LTD $1.83万0.00%90 90— $1.83万 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $1.80万0.00%269 269— $1.80万 新建仓
VHT VANGUARD WORLD FD $1.78万0.00%65 633,150.0% $1.72万 加仓
IEMG ISHARES INC $1.68万0.00%241 138134.0% $9,626 加仓
AZN ASTRAZENECA PLC $1.66万0.00%84 84— $1.66万 新建仓
KVUE KENVUE INC $1.60万0.00%925 -218-19.1% -$3,760 减仓
SLAB SILICON LABORATORIES INC $1.58万0.00%76 1933.3% $3,955 加仓
IBIT ISHARES BITCOIN TRUST ETF $1.56万0.00%407 10534.8% $4,034 加仓
SLB SLB LIMITED $1.55万0.00%301 155.2% $772 加仓
COR CENCORA INC $1.54万0.00%49 2388.5% $7,225 加仓
EBAY EBAY INC. $1.51万0.00%166 10.6% $91 加仓
IWF ISHARES TR $1.50万0.00%35 26.1% $855 加仓
SF STIFEL FINL CORP $1.48万0.00%200 7155.0% $5,248 加仓
VFH VANGUARD WORLD FD $1.47万0.00%121 00.0% — 不变
FV FIRST TR EXCHANGE TRADED FD $1.46万0.00%241 00.0% — 不变
EQIX EQUINIX INC $1.43万0.00%15 17.1% $950 加仓
OMC OMNICOM GROUP INC $1.39万0.00%185 63.4% $451 加仓
NTAP NETAPP INC $1.37万0.00%134 4652.3% $4,710 加仓
CMS CMS ENERGY CORP $1.37万0.00%177 106.0% $774 加仓
COF CAPITAL ONE FINL CORP $1.36万0.00%75 2653.1% $4,713 加仓
AVT AVNET INC $1.29万0.00%210 5434.6% $3,328 加仓
ALC ALCON AG $1.27万0.00%169 00.0% — 不变
— ELECTRONIC ARTS INC $1.24万0.00%61 1635.6% $3,262 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $1.22万0.00%31 13.3% $393 加仓
SCZ ISHARES TR $1.22万0.00%155 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $1.21万0.00%89 11.1% $135 加仓
ENS ENERSYS $1.20万0.00%69 1732.7% $2,953 加仓
ADSK AUTODESK INC $1.20万0.00%50 1542.9% $3,591 加仓
NDSN NORDSON CORP $1.17万0.00%44 1237.5% $3,193 加仓
AON AON PLC $1.16万0.00%36 1038.5% $3,228 加仓
AMG AFFILIATED MANAGERS GROUP $1.13万0.00%41 1241.4% $3,320 加仓
SPYG SPDR SERIES TRUST $1.13万0.00%115 115— $1.13万 新建仓
ENB ENBRIDGE INC $1.12万0.00%207 00.0% — 不变
WTS WATTS WATER TECHNOLOGIES INC $1.10万0.00%38 1035.7% $2,903 加仓
CRUS CIRRUS LOGIC INC $1.08万0.00%75 1831.6% $2,603 加仓
WAB WABTEC $1.07万0.00%43 424,200.0% $1.05万 重新持有
QSPT FIRST TR EXCHNG TRADED FD VI $1.07万0.00%350 350— $1.07万 新建仓
IPGP IPG PHOTONICS CORP $1.07万0.00%93 2638.8% $2,979 加仓
HLT HILTON WORLDWIDE HLDGS INC $1.06万0.00%35 28400.0% $8,518 加仓
DVN DEVON ENERGY CORP NEW $1.06万0.00%211 211— $1.06万 新建仓
GGG GRACO INC $1.06万0.00%125 2120.2% $1,778 加仓
VSS VANGUARD INTL EQUITY INDEX F $1.05万0.00%72 -2-2.7% -$292 减仓
PRF INVESCO EXCHANGE TRADED FD T $1.05万0.00%220 220— $1.05万 新建仓
ZTS ZOETIS INC $1.04万0.00%88 22.3% $237 加仓
ACWV ISHARES INC $1.03万0.00%86 00.0% — 不变
PTC PTC INC $1.03万0.00%72 2553.2% $3,562 加仓
DSEP FIRST TR EXCHNG TRADED FD VI $1.01万0.00%230 230— $1.01万 新建仓
APH AMPHENOL CORP $1.01万0.00%80 67515.4% $8,468 加仓
CTAS CINTAS CORP $1.00万0.00%59 31110.7% $5,261 加仓
VUSB VANGUARD BD INDEX FDS $1.00万0.00%201 201— $1.00万 新建仓
AKAM AKAMAI TECHNOLOGIES INC $9,8780.00%86 00.0% — 不变
GSK GSK PLC $9,8240.00%178 178— $9,824 新建仓
MDB MONGODB INC $9,7910.00%40 40— $9,791 新建仓
NEM NEWMONT CORP $9,7810.00%90 46104.5% $4,999 加仓
SSNC SS&C TECH HLDGS $9,7310.00%144 4038.5% $2,703 加仓
NOW SERVICENOW INC $9,7240.00%93 33.3% $314 加仓
RMBS RAMBUS INC DEL $9,7220.00%113 2528.4% $2,151 加仓
CARR CARRIER GLOBAL CORPORATION $9,6300.00%171 3424.8% $1,915 加仓
CI THE CIGNA GROUP $9,6030.00%36 36— $9,603 新建仓
GHC GRAHAM HLDGS CO $9,5160.00%9 350.0% $3,172 加仓
VECO VEECO INSTRS INC DEL $9,4470.00%279 9047.6% $3,047 加仓
VRSN VERISIGN INC $9,4380.00%38 25.6% $497 加仓
IMO IMPERIAL OIL LTD $9,2890.00%71 71— $9,289 新建仓
C CITIGROUP INC $9,1960.00%81 66440.0% $7,493 加仓
PGR PROGRESSIVE CORP $9,1200.00%46 1339.4% $2,577 加仓
HASI HA SUSTAINABLE INFRA CAP INC $9,0590.00%246 31.2% $110 加仓
FNDC SCHWAB STRATEGIC TR $9,0100.00%194 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $8,8880.00%45 1550.0% $2,963 加仓
AXON AXON ENTERPRISE INC $8,4940.00%20 20— $8,494 新建仓
ATO ATMOS ENERGY CORP $8,4520.00%46 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $8,4110.00%18 00.0% — 不变
AWI ARMSTRONG WORLD INDS INC NEW $8,2860.00%50 00.0% — 不变
PIPR PIPER SANDLER COMPANIES $8,2680.00%108 85369.6% $6,507 加仓
KDP KEURIG DR PEPPER INC $8,2680.00%314 3043,040.0% $8,005 重新持有
ICE INTERCONTINENTAL EXCHANGE IN $8,2510.00%52 24.0% $317 加仓
MAR MARRIOTT INTL INC NEW $8,1770.00%25 25— $8,177 新建仓
SNPS SYNOPSYS INC $7,9300.00%20 20— $7,930 新建仓
VTRS VIATRIS INC $7,8320.00%580 50.9% $68 加仓
SPYV SPDR SERIES TRUST $7,8090.00%138 138— $7,809 新建仓
DLB DOLBY LABORATORIES INC $7,8080.00%130 3030.0% $1,802 加仓
DOX AMDOCS LTD $7,7660.00%119 100526.3% $6,526 加仓