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 |
|---|---|---|---|---|---|---|---|---|
| ACIW | ACI WORLDWIDE INC | $1.05万 | 0.00% | 209 | 209 | — | $1.05万 | 新建仓 |
| ACWV | ISHARES INC | $1.04万 | 0.00% | 87 | 1 | 1.2% | $120 | 加仓 |
| APG | API GROUP CORP | $1.03万 | 0.00% | 243 | 243 | — | $1.03万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.02万 | 0.00% | 98 | -69 | -41.3% | -$7,191 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $1.02万 | 0.00% | 121 | 121 | — | $1.02万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.02万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1.01万 | 0.00% | 114 | 100 | 714.3% | $8,873 | 加仓 |
| — | ELECTRONIC ARTS INC | $1.00万 | 0.00% | 49 | -12 | -19.7% | -$2,460 | 减仓 |
| HUM | HUMANA INC | $1.00万 | 0.00% | 25 | 25 | — | $1.00万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $9,977 | 0.00% | 50 | -25 | -33.3% | -$4,988 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $9,973 | 0.00% | 58 | 58 | — | $9,973 | 新建仓 |
| FAST | FASTENAL CO | $9,895 | 0.00% | 206 | 206 | — | $9,895 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $9,727 | 0.00% | 249 | 3 | 1.2% | $117 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $9,665 | 0.00% | 254 | 254 | — | $9,665 | 新建仓 |
| IDCC | INTERDIGITAL INC | $9,627 | 0.00% | 34 | 34 | — | $9,627 | 新建仓 |
| MO | ALTRIA GROUP INC | $9,570 | 0.00% | 133 | 127 | 2,116.7% | $9,138 | 加仓 |
| VRSN | VERISIGN INC | $9,560 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $9,542 | 0.00% | 105 | 1 | 1.0% | $91 | 加仓 |
| MCO | MOODYS CORP | $9,512 | 0.00% | 21 | -21 | -50.0% | -$9,512 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $9,438 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $9,060 | 0.00% | 60 | 60 | — | $9,060 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $8,969 | 0.00% | 79 | 1 | 1.3% | $114 | 加仓 |
| MSCI | MSCI INC | $8,961 | 0.00% | 16 | 2 | 14.3% | $1,120 | 加仓 |
| AZN | ASTRAZENECA PLC | $8,913 | 0.00% | 47 | -37 | -44.0% | -$7,017 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,729 | 0.00% | 21 | 10 | 90.9% | $4,157 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $8,640 | 0.00% | 1,487 | 1,487 | — | $8,640 | 新建仓 |
| ATEN | A10 NETWORKS INC | $8,593 | 0.00% | 230 | -91 | -28.3% | -$3,400 | 减仓 |
| CINF | CINCINNATI FINL CORP | $8,517 | 0.00% | 46 | 46 | — | $8,517 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $8,394 | 0.00% | 10 | 10 | — | $8,394 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $8,330 | 0.00% | 71 | -22 | -23.7% | -$2,581 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $8,264 | 0.00% | 200 | -11 | -5.2% | -$455 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $8,083 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $7,929 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $7,873 | 0.00% | 53 | -22 | -29.3% | -$3,268 | 减仓 |
| NTCT | NETSCOUT SYS INC | $7,796 | 0.00% | 179 | -57 | -24.2% | -$2,483 | 减仓 |
| SJM | SMUCKER J M CO | $7,763 | 0.00% | 69 | 35 | 102.9% | $3,938 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $7,640 | 0.00% | 15 | 12 | 400.0% | $6,112 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $7,619 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $7,512 | 0.00% | 978 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $7,509 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $7,499 | 0.00% | 218 | -12 | -5.2% | -$413 | 减仓 |
| RMBS | RAMBUS INC DEL | $7,434 | 0.00% | 56 | -57 | -50.4% | -$7,567 | 减仓 |
| DXCM | DEXCOM INC | $7,274 | 0.00% | 108 | -3 | -2.7% | -$202 | 减仓 |
| GIS | GENERAL MILLS INC | $7,176 | 0.00% | 206 | 3 | 1.5% | $105 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $7,109 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $6,957 | 0.00% | 92 | -33 | -26.4% | -$2,495 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $6,855 | 0.00% | 34 | 34 | — | $6,855 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $6,540 | 0.00% | 160 | 160 | — | $6,540 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $6,454 | 0.00% | 89 | 89 | — | $6,454 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $6,399 | 0.00% | 240 | -7 | -2.8% | -$187 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6,238 | 0.00% | 51 | -1 | -1.9% | -$122 | 减仓 |
| ZTS | ZOETIS INC | $6,230 | 0.00% | 87 | -1 | -1.1% | -$72 | 减仓 |
| SYNA | SYNAPTICS INC | $6,212 | 0.00% | 50 | 50 | — | $6,212 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $6,126 | 0.00% | 36 | 36 | — | $6,126 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $6,045 | 0.00% | 212 | 212 | — | $6,045 | 新建仓 |
| WDAY | WORKDAY INC | $5,999 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $5,968 | 0.00% | 272 | -27 | -9.0% | -$592 | 减仓 |
| VBR | VANGUARD INDEX FDS | $5,832 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $5,683 | 0.00% | 107 | 97 | 970.0% | $5,152 | 加仓 |
| SE | SEA LTD | $5,463 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $5,415 | 0.00% | 16 | 15 | 1,500.0% | $5,077 | 加仓 |
| ADSK | AUTODESK INC | $5,250 | 0.00% | 27 | -23 | -46.0% | -$4,472 | 减仓 |
| IJK | ISHARES TR | $5,170 | 0.00% | 44 | 44 | — | $5,170 | 新建仓 |
| SRE | SEMPRA | $5,112 | 0.00% | 55 | -5 | -8.3% | -$465 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $4,968 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $4,808 | 0.00% | 28 | -31 | -52.5% | -$5,323 | 减仓 |
| EL | LAUDER ESTEE COS INC | $4,675 | 0.00% | 59 | -14 | -19.2% | -$1,109 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,492 | 0.00% | 36 | 36 | — | $4,492 | 新建仓 |
| NEM | NEWMONT CORP | $4,154 | 0.00% | 44 | -46 | -51.1% | -$4,343 | 减仓 |
| UBS | UBS GROUP AG | $4,114 | 0.00% | 83 | -29 | -25.9% | -$1,437 | 减仓 |
| CCI | CROWN CASTLE INC | $4,090 | 0.00% | 54 | 54 | — | $4,090 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $4,046 | 0.00% | 34 | -81 | -70.4% | -$9,639 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $3,982 | 0.00% | 123 | 123 | — | $3,982 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,729 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3,714 | 0.00% | 59 | -6 | -9.2% | -$378 | 减仓 |
| J | JACOBS SOLUTIONS INC | $3,312 | 0.00% | 26 | 26 | — | $3,312 | 新建仓 |
| TECH | BIO-TECHNE CORP | $2,921 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $2,872 | 0.00% | 8 | -1 | -11.1% | -$359 | 减仓 |
| VNO | VORNADO RLTY TR | $2,852 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $2,827 | 0.00% | 29 | 1 | 3.6% | $97 | 加仓 |
| ULTA | ULTA BEAUTY INC | $2,706 | 0.00% | 6 | -4 | -40.0% | -$1,804 | 减仓 |
| NOK | NOKIA CORP | $2,656 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $2,454 | 0.00% | 263 | 59 | 28.9% | $551 | 加仓 |
| P | EVERPURE INC | $2,364 | 0.00% | 30 | -93 | -75.6% | -$7,328 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,318 | 0.00% | 7 | -28 | -80.0% | -$9,272 | 减仓 |
| WSO | WATSCO INC | $2,134 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,111 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2,092 | 0.00% | 4 | -6 | -60.0% | -$3,138 | 减仓 |
| PRI | PRIMERICA INC | $2,024 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $1,841 | 0.00% | 35 | -95 | -73.1% | -$4,997 | 减仓 |
| VITL | VITAL FARMS INC | $1,536 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $1,426 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $1,315 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1,227 | 0.00% | 5 | -4 | -44.4% | -$982 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $1,137 | 0.00% | 6 | -67 | -91.8% | -$1.27万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,026 | 0.00% | 48 | 1 | 2.1% | $21 | 加仓 |
| ULS | UL SOLUTIONS INC | $1,019 | 0.00% | 10 | -26 | -72.2% | -$2,649 | 减仓 |
| ATR | APTARGROUP INC | $1,002 | 0.00% | 8 | -49 | -86.0% | -$6,137 | 减仓 |
| AON | AON PLC | $996 | 0.00% | 3 | -33 | -91.7% | -$1.10万 | 减仓 |
| IEF | ISHARES TR | $965 | 0.00% | 10 | 0 | 0.0% | — | 不变 |