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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $2,852 | 0.00% | 12 | 12 | — | $2,852 | 新建仓 |
| AGG | ISHARES TR | $2,807 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $2,800 | 0.00% | 12 | 10 | 500.0% | $2,333 | 加仓 |
| NTR | NUTRIEN LTD | $2,793 | 0.00% | 37 | 37 | — | $2,793 | 新建仓 |
| EXEL | EXELIXIS INC | $2,788 | 0.00% | 65 | 17 | 35.4% | $729 | 加仓 |
| QUAL | ISHARES TR | $2,707 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2,596 | 0.00% | 31 | 31 | — | $2,596 | 新建仓 |
| KKR | KKR & CO INC | $2,590 | 0.00% | 28 | 21 | 300.0% | $1,942 | 重新持有 |
| BIIB | BIOGEN INC | $2,567 | 0.00% | 14 | 14 | — | $2,567 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $2,534 | 0.00% | 44 | 44 | — | $2,534 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $2,468 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2,461 | 0.00% | 34 | 34 | — | $2,461 | 新建仓 |
| INSM | INSMED INC | $2,453 | 0.00% | 15 | 3 | 25.0% | $491 | 加仓 |
| FTAI | FTAI AVIATION LTD | $2,450 | 0.00% | 10 | 10 | — | $2,450 | 新建仓 |
| XYZ | BLOCK INC | $2,408 | 0.00% | 40 | 40 | — | $2,408 | 新建仓 |
| DEO | DIAGEO PLC | $2,383 | 0.00% | 32 | 30 | 1,500.0% | $2,234 | 重新持有 |
| MOS | MOSAIC CO | $2,372 | 0.00% | 93 | 93 | — | $2,372 | 新建仓 |
| TXT | TEXTRON INC | $2,365 | 0.00% | 27 | 27 | — | $2,365 | 新建仓 |
| HRB | BLOCK H & R INC | $2,349 | 0.00% | 74 | 74 | — | $2,349 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $2,338 | 0.00% | 18 | 18 | — | $2,338 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $2,297 | 0.00% | 15 | -2,386 | -99.4% | -$36.54万 | 重新持有 |
| STEP | STEPSTONE GROUP INC | $2,291 | 0.00% | 48 | -13 | -21.3% | -$620 | 减仓 |
| CLS | CELESTICA INC | $2,254 | 0.00% | 8 | 8 | — | $2,254 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,166 | 0.00% | 10 | 10 | — | $2,166 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $2,158 | 0.00% | 46 | 46 | — | $2,158 | 新建仓 |
| TECH | BIO-TECHNE CORP | $2,157 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $2,114 | 0.00% | 17 | 17 | — | $2,114 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $2,109 | 0.00% | 3 | 3 | — | $2,109 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $2,108 | 0.00% | 18 | 18 | — | $2,108 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $2,100 | 0.00% | 14 | -36 | -72.0% | -$5,400 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $2,047 | 0.00% | 3 | 3 | — | $2,047 | 新建仓 |
| HLN | HALEON PLC | $2,043 | 0.00% | 204 | 204 | — | $2,043 | 新建仓 |
| SN | SHARKNINJA INC | $2,013 | 0.00% | 19 | 19 | — | $2,013 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1,998 | 0.00% | 41 | 41 | — | $1,998 | 新建仓 |
| SCMB | SCHWAB STRATEGIC TR | $1,937 | 0.00% | 76 | 76 | — | $1,937 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,891 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $1,886 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $1,884 | 0.00% | 11 | 11 | — | $1,884 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC | $1,864 | 0.00% | 132 | -212 | -61.6% | -$2,994 | 减仓 |
| NET | CLOUDFLARE INC | $1,858 | 0.00% | 9 | 9 | — | $1,858 | 新建仓 |
| UGI | UGI CORP NEW | $1,858 | 0.00% | 51 | 51 | — | $1,858 | 新建仓 |
| WSO | WATSCO INC | $1,849 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1,776 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $1,775 | 0.00% | 13 | 13 | — | $1,775 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $1,767 | 0.00% | 58 | 58 | — | $1,767 | 新建仓 |
| GPN | GLOBAL PMTS INC | $1,750 | 0.00% | 26 | 26 | — | $1,750 | 新建仓 |
| NOK | NOKIA CORP | $1,608 | 0.00% | 200 | 200 | — | $1,608 | 新建仓 |
| — | MASIMO CORP | $1,601 | 0.00% | 9 | 9 | — | $1,601 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,591 | 0.00% | 74 | 74 | — | $1,591 | 新建仓 |
| MHK | MOHAWK INDS INC | $1,576 | 0.00% | 16 | 16 | — | $1,576 | 新建仓 |
| LEN | LENNAR CORP | $1,564 | 0.00% | 18 | 18 | — | $1,564 | 新建仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $1,562 | 0.00% | 36 | 36 | — | $1,562 | 新建仓 |
| OKLO | OKLO INC | $1,538 | 0.00% | 31 | 10 | 47.6% | $496 | 加仓 |
| PCVX | VAXCYTE INC | $1,511 | 0.00% | 26 | 26 | — | $1,511 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $1,507 | 0.00% | 16 | 7 | 77.8% | $659 | 加仓 |
| MUSA | MURPHY USA INC | $1,482 | 0.00% | 3 | 3 | — | $1,482 | 新建仓 |
| GPGI | GPGI INC | $1,471 | 0.00% | 86 | 86 | — | $1,471 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,449 | 0.00% | 13 | 13 | — | $1,449 | 新建仓 |
| COHR | COHERENT CORP | $1,430 | 0.00% | 6 | 6 | — | $1,430 | 新建仓 |
| BAX | BAXTER INTL INC | $1,412 | 0.00% | 84 | 84 | — | $1,412 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,405 | 0.00% | 19 | 19 | — | $1,405 | 新建仓 |
| WERN | WERNER ENTERPRISES INC | $1,353 | 0.00% | 46 | 46 | — | $1,353 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $1,349 | 0.00% | 51 | 51 | — | $1,349 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $1,346 | 0.00% | 29 | 23 | 383.3% | $1,068 | 重新持有 |
| ROAD | CONSTRUCTION PARTNERS INC | $1,334 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $1,301 | 0.00% | 23 | 23 | — | $1,301 | 新建仓 |
| SNDK | SANDISK CORP | $1,271 | 0.00% | 2 | 2 | — | $1,271 | 新建仓 |
| CVNA | CARVANA CO | $1,258 | 0.00% | 4 | 4 | — | $1,258 | 新建仓 |
| VLTO | VERALTO CORP | $1,241 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $1,241 | 0.00% | 15 | 15 | — | $1,241 | 新建仓 |
| BRKR | BRUKER CORP | $1,192 | 0.00% | 33 | 33 | — | $1,192 | 新建仓 |
| NVAX | NOVAVAX INC | $1,189 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $1,154 | 0.00% | 50 | 50 | — | $1,154 | 新建仓 |
| EAT | BRINKER INTL INC | $1,143 | 0.00% | 8 | 8 | — | $1,143 | 新建仓 |
| TWLO | TWILIO INC | $1,133 | 0.00% | 9 | 9 | — | $1,133 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $1,105 | 0.00% | 12 | 12 | — | $1,105 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1,067 | 0.00% | 24 | 24 | — | $1,067 | 新建仓 |
| NWG | NATWEST GROUP PLC | $1,058 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,040 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $1,010 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $964 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $942 | 0.00% | 82 | 27 | 49.1% | $310 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $816 | 0.00% | 8 | -16 | -66.7% | -$1,632 | 减仓 |
| COMP | COMPASS INC | $805 | 0.00% | 110 | 110 | — | $805 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $775 | 0.00% | 47 | 1 | 2.2% | $16 | 加仓 |
| WING | WINGSTOP INC | $775 | 0.00% | 5 | 5 | — | $775 | 新建仓 |
| SNAP | SNAP INC | $773 | 0.00% | 168 | 168 | — | $773 | 新建仓 |
| NU | NU HLDGS LTD | $719 | 0.00% | 50 | 50 | — | $719 | 新建仓 |
| PGNY | PROGYNY INC | $680 | 0.00% | 40 | 40 | — | $680 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $622 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $607 | 0.00% | 10 | 3 | 42.9% | $182 | 重新持有 |
| LNT | ALLIANT ENERGY CORP | $575 | 0.00% | 8 | 8 | — | $575 | 新建仓 |
| EVRG | EVERGY INC | $574 | 0.00% | 7 | 4 | 133.3% | $328 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $566 | 0.00% | 5 | 5 | — | $566 | 新建仓 |
| CSX | CSX CORP | $534 | 0.00% | 13 | 7 | 116.7% | $288 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $502 | 0.00% | 2 | 2 | — | $502 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $479 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $475 | 0.00% | 8 | 8 | — | $475 | 新建仓 |
| HAUZ | DBX ETF TR | $475 | 0.00% | 21 | 21 | — | $475 | 新建仓 |