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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $2.64万 | 0.00% | 65 | -12 | -15.6% | -$4,882 | 减仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $2.64万 | 0.00% | 420 | -106 | -20.2% | -$6,652 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $2.63万 | 0.00% | 119 | 119 | — | $2.63万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $2.59万 | 0.00% | 390 | -358 | -47.9% | -$2.37万 | 减仓 |
| YUM | YUM BRANDS INC | $2.56万 | 0.00% | 160 | 158 | 7,900.0% | $2.53万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $2.55万 | 0.00% | 328 | -4 | -1.2% | -$311 | 减仓 |
| AFL | AFLAC INC | $2.44万 | 0.00% | 208 | 205 | 6,833.3% | $2.40万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $2.41万 | 0.00% | 1,174 | 21 | 1.8% | $432 | 加仓 |
| KWR | QUAKER HOUGHTON | $2.41万 | 0.00% | 152 | 1 | 0.7% | $158 | 加仓 |
| MS | MORGAN STANLEY | $2.36万 | 0.00% | 113 | -4 | -3.4% | -$836 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.29万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $2.27万 | 0.00% | 1,694 | -687 | -28.9% | -$9,192 | 减仓 |
| T | AT&T INC | $2.24万 | 0.00% | 1,083 | -268 | -19.8% | -$5,548 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.22万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.13万 | 0.00% | 161 | -32 | -16.6% | -$4,241 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2.13万 | 0.00% | 168 | -77 | -31.4% | -$9,745 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2.11万 | 0.00% | 293 | -16 | -5.2% | -$1,155 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $2.10万 | 0.00% | 1,112 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $2.06万 | 0.00% | 581 | 581 | — | $2.06万 | 新建仓 |
| SGOV | ISHARES TR | $2.04万 | 0.00% | 203 | 203 | — | $2.04万 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $1.90万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $1.90万 | 0.00% | 63 | -2 | -3.1% | -$602 | 减仓 |
| PSX | PHILLIPS 66 | $1.86万 | 0.00% | 110 | -18 | -14.1% | -$3,042 | 减仓 |
| NXT | NEXTPOWER INC | $1.85万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $1.83万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.79万 | 0.00% | 82 | 36 | 78.3% | $7,864 | 加仓 |
| ADBE | ADOBE INC | $1.78万 | 0.00% | 87 | -102 | -54.0% | -$2.09万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1.78万 | 0.00% | 47 | 47 | — | $1.78万 | 新建仓 |
| IYZ | ISHARES TR | $1.76万 | 0.00% | 417 | 417 | — | $1.76万 | 新建仓 |
| IWF | ISHARES TR | $1.74万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1.72万 | 0.00% | 251 | 251 | — | $1.72万 | 新建仓 |
| IYM | ISHARES TR | $1.71万 | 0.00% | 95 | 95 | — | $1.71万 | 新建仓 |
| FLEX | FLEX LTD | $1.67万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $1.66万 | 0.00% | 12 | -5 | -29.4% | -$6,912 | 减仓 |
| XE | X-ENERGY INC | $1.65万 | 0.00% | 900 | 900 | — | $1.65万 | 新建仓 |
| AVT | AVNET INC | $1.65万 | 0.00% | 186 | -24 | -11.4% | -$2,132 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.65万 | 0.00% | 44 | -29 | -39.7% | -$1.09万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.64万 | 0.00% | 42 | 4 | 10.5% | $1,566 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.64万 | 0.00% | 32 | -30 | -48.4% | -$1.54万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.63万 | 0.00% | 140 | 112 | 400.0% | $1.31万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1.61万 | 0.00% | 237 | 237 | — | $1.61万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $1.61万 | 0.00% | 122 | 1 | 0.8% | $132 | 加仓 |
| WMT | WALMART INC | $1.58万 | 0.00% | 139 | -24 | -14.7% | -$2,722 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $1.57万 | 0.00% | 64 | 62 | 3,100.0% | $1.52万 | 加仓 |
| NDSN | NORDSON CORP | $1.57万 | 0.00% | 52 | 8 | 18.2% | $2,414 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $1.56万 | 0.00% | 116 | 99 | 582.4% | $1.33万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.54万 | 0.00% | 67 | 57 | 570.0% | $1.31万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.54万 | 0.00% | 85 | 51 | 150.0% | $9,227 | 加仓 |
| CME | CME GROUP INC | $1.52万 | 0.00% | 69 | 46 | 200.0% | $1.02万 | 加仓 |
| EQIX | EQUINIX INC | $1.52万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.51万 | 0.00% | 221 | 221 | — | $1.51万 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $1.50万 | 0.00% | 179 | 179 | — | $1.50万 | 新建仓 |
| IEX | IDEX CORP | $1.45万 | 0.00% | 64 | 62 | 3,100.0% | $1.41万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.42万 | 0.00% | 448 | -4,233 | -90.4% | -$13.42万 | 减仓 |
| GII | SPDR INDEX SHS FDS | $1.42万 | 0.00% | 187 | 187 | — | $1.42万 | 新建仓 |
| CB | CHUBB LIMITED | $1.40万 | 0.00% | 41 | 20 | 95.2% | $6,848 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.40万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.39万 | 0.00% | 1,000 | 918 | 1,119.5% | $1.28万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.38万 | 0.00% | 320 | -629 | -66.3% | -$2.71万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $1.37万 | 0.00% | 12 | 3 | 33.3% | $3,424 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.35万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $1.35万 | 0.00% | 290 | -11 | -3.7% | -$512 | 减仓 |
| MDB | MONGODB INC | $1.34万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRS INC DEL | $1.33万 | 0.00% | 176 | -103 | -36.9% | -$7,808 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.33万 | 0.00% | 543 | -182 | -25.1% | -$4,465 | 减仓 |
| OMC | OMNICOM GROUP INC | $1.33万 | 0.00% | 183 | -2 | -1.1% | -$145 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $1.31万 | 0.00% | 127 | -11 | -8.0% | -$1,137 | 减仓 |
| CMS | CMS ENERGY CORP | $1.30万 | 0.00% | 170 | -7 | -4.0% | -$536 | 减仓 |
| SCZ | ISHARES TR | $1.29万 | 0.00% | 157 | 2 | 1.3% | $165 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1.29万 | 0.00% | 46 | 46 | — | $1.29万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $1.28万 | 0.00% | 48 | 48 | — | $1.28万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.28万 | 0.00% | 54 | 42 | 350.0% | $9,968 | 加仓 |
| FORM | FORMFACTOR INC | $1.28万 | 0.00% | 80 | 80 | — | $1.28万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.28万 | 0.00% | 10 | 6 | 150.0% | $7,666 | 加仓 |
| TRMB | TRIMBLE INC | $1.25万 | 0.00% | 245 | 239 | 3,983.3% | $1.22万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $1.25万 | 0.00% | 57 | -19 | -25.0% | -$4,153 | 减仓 |
| PCAR | PACCAR INC | $1.24万 | 0.00% | 104 | -978 | -90.4% | -$11.70万 | 减仓 |
| GSK | GSK PLC | $1.24万 | 0.00% | 237 | 59 | 33.1% | $3,093 | 加仓 |
| SSNC | SS&C TECH HLDGS | $1.24万 | 0.00% | 200 | 56 | 38.9% | $3,475 | 加仓 |
| PTC | PTC INC | $1.24万 | 0.00% | 109 | 37 | 51.4% | $4,204 | 加仓 |
| NOW | SERVICENOW INC | $1.23万 | 0.00% | 124 | 31 | 33.3% | $3,078 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1.22万 | 0.00% | 218 | 87 | 66.4% | $4,878 | 加仓 |
| MTB | M & T BK CORP | $1.19万 | 0.00% | 50 | -54 | -51.9% | -$1.29万 | 减仓 |
| NTAP | NETAPP INC | $1.18万 | 0.00% | 76 | -58 | -43.3% | -$8,976 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.17万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1.17万 | 0.00% | 127 | 111 | 693.8% | $1.02万 | 加仓 |
| QUAL | ISHARES TR | $1.17万 | 0.00% | 53 | 39 | 278.6% | $8,579 | 加仓 |
| IR | INGERSOLL RAND INC | $1.15万 | 0.00% | 140 | 102 | 268.4% | $8,363 | 加仓 |
| EFV | ISHARES TR | $1.14万 | 0.00% | 149 | 149 | — | $1.14万 | 新建仓 |
| ALC | ALCON AG | $1.13万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.12万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.12万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $1.12万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.12万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $1.12万 | 0.00% | 25 | 5 | 25.0% | $2,230 | 加仓 |
| IDXX | IDEXX LABS INC | $1.11万 | 0.00% | 21 | 12 | 133.3% | $6,318 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.09万 | 0.00% | 45 | 45 | — | $1.09万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1.08万 | 0.00% | 60 | 60 | — | $1.08万 | 新建仓 |
| VTRS | VIATRIS INC | $1.07万 | 0.00% | 675 | 95 | 16.4% | $1,509 | 加仓 |
| MTUM | ISHARES TR | $1.06万 | 0.00% | 31 | 31 | — | $1.06万 | 新建仓 |