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 |
|---|---|---|---|---|---|---|---|---|
| DT | DYNATRACE INC | $7,692 | 0.00% | 208 | 97 | 87.4% | $3,587 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $7,637 | 0.00% | 47 | 15 | 46.9% | $2,437 | 加仓 |
| MSCI | MSCI INC | $7,547 | 0.00% | 14 | 4 | 40.0% | $2,156 | 加仓 |
| GIS | GENERAL MILLS INC | $7,544 | 0.00% | 203 | 3 | 1.5% | $111 | 加仓 |
| NTCT | NETSCOUT SYS INC | $7,503 | 0.00% | 236 | 44 | 22.9% | $1,399 | 加仓 |
| ATEN | A10 NETWORKS INC | $7,422 | 0.00% | 321 | 92 | 40.2% | $2,127 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $7,346 | 0.00% | 192 | 192 | — | $7,346 | 新建仓 |
| BRO | BROWN & BROWN INC | $7,304 | 0.00% | 112 | 76 | 211.1% | $4,956 | 加仓 |
| P | EVERPURE INC | $7,262 | 0.00% | 123 | 49 | 66.2% | $2,893 | 加仓 |
| TY | TRI CONTL CORP | $7,261 | 0.00% | 230 | 2 | 0.9% | $63 | 加仓 |
| ATR | APTARGROUP INC | $7,184 | 0.00% | 57 | 16 | 39.0% | $2,017 | 加仓 |
| BGC | BGC GROUP INC | $7,169 | 0.00% | 733 | 208 | 39.6% | $2,034 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $7,065 | 0.00% | 12 | 12 | — | $7,065 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $7,047 | 0.00% | 99 | 36 | 57.1% | $2,563 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $7,029 | 0.00% | 78 | 1 | 1.3% | $90 | 加仓 |
| VOE | VANGUARD INDEX FDS | $7,003 | 0.00% | 38 | 38 | — | $7,003 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $6,973 | 0.00% | 36 | 1 | 2.9% | $194 | 加仓 |
| DXCM | DEXCOM INC | $6,971 | 0.00% | 111 | 3 | 2.8% | $188 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $6,942 | 0.00% | 34 | 7 | 25.9% | $1,429 | 加仓 |
| CB | CHUBB LTD SWITZ | $6,890 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $6,798 | 0.00% | 978 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $6,795 | 0.00% | 73 | 21 | 40.4% | $1,955 | 加仓 |
| CME | CME GROUP INC | $6,794 | 0.00% | 23 | 23 | — | $6,794 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $6,783 | 0.00% | 247 | 102 | 70.3% | $2,801 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $6,777 | 0.00% | 108 | 102 | 1,700.0% | $6,400 | 重新持有 |
| FLEX | FLEXTRONICS INTL LTD | $6,743 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6,727 | 0.00% | 104 | 1 | 1.0% | $65 | 加仓 |
| ROST | ROSS STORES INC | $6,716 | 0.00% | 31 | 31 | — | $6,716 | 新建仓 |
| O | REALTY INCOME CORP | $6,608 | 0.00% | 108 | 108 | — | $6,608 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $6,437 | 0.00% | 141 | 141 | — | $6,437 | 新建仓 |
| WDAY | WORKDAY INC | $6,367 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $6,366 | 0.00% | 119 | 21 | 21.4% | $1,123 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $6,285 | 0.00% | 131 | 40 | 44.0% | $1,919 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $6,091 | 0.00% | 10 | 6 | 150.0% | $3,655 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $6,076 | 0.00% | 14 | 14 | — | $6,076 | 新建仓 |
| LII | LENNOX INTL INC | $6,034 | 0.00% | 13 | 4 | 44.4% | $1,857 | 加仓 |
| CPRT | COPART INC | $5,943 | 0.00% | 179 | 20 | 12.6% | $664 | 加仓 |
| ALAB | ASTERA LABS INC | $5,919 | 0.00% | 54 | 22 | 68.8% | $2,411 | 加仓 |
| ANET | ARISTA NETWORKS INC | $5,894 | 0.00% | 48 | 44 | 1,100.0% | $5,403 | 重新持有 |
| SXT | SENSIENT TECHNOLOGIES CORP | $5,878 | 0.00% | 68 | 17 | 33.3% | $1,470 | 加仓 |
| ENSG | ENSIGN GROUP INC | $5,844 | 0.00% | 29 | 8 | 38.1% | $1,612 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $5,826 | 0.00% | 127 | 127 | — | $5,826 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $5,816 | 0.00% | 63 | 56 | 800.0% | $5,170 | 重新持有 |
| SRE | SEMPRA | $5,807 | 0.00% | 60 | 6 | 11.1% | $581 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $5,795 | 0.00% | 5 | 5 | — | $5,795 | 新建仓 |
| HPQ | HP INC | $5,744 | 0.00% | 299 | -60 | -16.7% | -$1,153 | 减仓 |
| HEI/A | HEICO CORP NEW | $5,700 | 0.00% | 27 | 27 | — | $5,700 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $5,646 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $5,622 | 0.00% | 34 | 29 | 580.0% | $4,795 | 重新持有 |
| OKTA | OKTA INC | $5,510 | 0.00% | 70 | 25 | 55.6% | $1,968 | 加仓 |
| CCL | CARNIVAL CORP | $5,476 | 0.00% | 212 | 1 | 0.5% | $26 | 加仓 |
| RMD | RESMED INC | $5,388 | 0.00% | 24 | 4 | 20.0% | $898 | 加仓 |
| USFD | US FOODS HLDG CORP | $5,256 | 0.00% | 57 | 57 | — | $5,256 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $5,238 | 0.00% | 73 | 14 | 23.7% | $1,005 | 加仓 |
| ULTA | ULTA BEAUTY INC | $5,228 | 0.00% | 10 | 4 | 66.7% | $2,091 | 加仓 |
| VBR | VANGUARD INDEX FDS | $5,214 | 0.00% | 24 | 24 | — | $5,214 | 新建仓 |
| PCG | PG&E CORP | $5,166 | 0.00% | 294 | 281 | 2,161.5% | $4,938 | 重新持有 |
| VEEV | VEEVA SYS INC | $5,095 | 0.00% | 29 | 4 | 16.0% | $703 | 加仓 |
| IDXX | IDEXX LABS INC | $5,058 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $5,045 | 0.00% | 4 | 1 | 33.3% | $1,261 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $4,964 | 0.00% | 15 | 7 | 87.5% | $2,317 | 加仓 |
| DDOG | DATADOG INC | $4,959 | 0.00% | 42 | -35 | -45.5% | -$4,132 | 减仓 |
| VMC | VULCAN MATLS CO | $4,902 | 0.00% | 18 | 18 | — | $4,902 | 新建仓 |
| POOL | POOL CORP | $4,856 | 0.00% | 24 | 18 | 300.0% | $3,642 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $4,809 | 0.00% | 82 | 64 | 355.6% | $3,753 | 加仓 |
| HCA | HCA HEALTHCARE INC | $4,733 | 0.00% | 10 | 10 | — | $4,733 | 新建仓 |
| SE | SEA LTD | $4,721 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4,637 | 0.00% | 31 | 1 | 3.3% | $150 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $4,612 | 0.00% | 80 | 80 | — | $4,612 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4,560 | 0.00% | 80 | 3 | 3.9% | $171 | 加仓 |
| BOX | BOX INC | $4,539 | 0.00% | 192 | 96 | 100.0% | $2,270 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $4,515 | 0.00% | 137 | 137 | — | $4,515 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $4,448 | 0.00% | 210 | 46 | 28.0% | $974 | 加仓 |
| UBS | UBS GROUP AG | $4,376 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $4,152 | 0.00% | 35 | 35 | — | $4,152 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,096 | 0.00% | 28 | 28 | — | $4,096 | 新建仓 |
| DY | DYCOM INDS INC | $4,066 | 0.00% | 12 | 3 | 33.3% | $1,016 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $4,061 | 0.00% | 25 | 25 | — | $4,061 | 新建仓 |
| ROL | ROLLINS INC | $4,060 | 0.00% | 76 | 76 | — | $4,060 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $4,058 | 0.00% | 15 | 12 | 400.0% | $3,246 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $3,911 | 0.00% | 13 | 13 | — | $3,911 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $3,815 | 0.00% | 65 | -81 | -55.5% | -$4,754 | 减仓 |
| CRH | CRH PLC | $3,785 | 0.00% | 36 | 36 | — | $3,785 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $3,780 | 0.00% | 13 | 12 | 1,200.0% | $3,489 | 重新持有 |
| PNR | PENTAIR PLC | $3,746 | 0.00% | 43 | 43 | — | $3,746 | 新建仓 |
| GEN | GEN DIGITAL INC | $3,522 | 0.00% | 187 | 187 | — | $3,522 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3,488 | 0.00% | 21 | 21 | — | $3,488 | 新建仓 |
| AZO | AUTOZONE INC | $3,378 | 0.00% | 1 | 1 | — | $3,378 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,202 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3,192 | 0.00% | 34 | 6 | 21.4% | $563 | 加仓 |
| ES | EVERSOURCE ENERGY | $3,187 | 0.00% | 46 | 46 | — | $3,187 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $3,184 | 0.00% | 17 | 17 | — | $3,184 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $3,113 | 0.00% | 9 | 1 | 12.5% | $346 | 加仓 |
| ULS | UL SOLUTIONS INC | $3,086 | 0.00% | 36 | 21 | 140.0% | $1,800 | 加仓 |
| IR | INGERSOLL RAND INC | $3,045 | 0.00% | 38 | 38 | — | $3,045 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,977 | 0.00% | 11 | 11 | — | $2,977 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $2,931 | 0.00% | 38 | 19 | 100.0% | $1,466 | 重新持有 |
| CCK | CROWN HLDGS INC | $2,908 | 0.00% | 29 | 27 | 1,350.0% | $2,707 | 重新持有 |
| MEDP | MEDPACE HLDGS INC | $2,882 | 0.00% | 6 | -1 | -14.3% | -$480 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $2,877 | 0.00% | 136 | 136 | — | $2,877 | 新建仓 |