Pacific Wealth Management
SAN DIEGO CA · SEC CIK 0001852338
$2.26亿2026Q2 申报市值
19持仓数
98.7%前十大占比 · 第一大 57.8%
1 / 3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
SPY 加仓+$509.15万
GOVT 加仓+$104.91万
IEF 加仓+$63.38万
VCIT 加仓+$48.68万
DGRO 新建仓+$20.01万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$327.80万
EMEQ 减仓-$98.74万
PSLV 清仓-$53.28万
PHYS 清仓-$32.69万
VSAT 减仓-$31.53万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -21,843 | -100.0% | -$53.28万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -9,225 | -100.0% | -$32.69万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -540 | -100.0% | -$23.35万 | 清仓 |
| DGRO | ISHARES TR | $20.01万 | 0.09% | 2,640 | 2,640 | — | $20.01万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.93万 | 0.09% | 1,133 | -510 | -31.0% | -$9.42万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $30.32万 | 0.13% | 412 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $32.59万 | 0.14% | 3,629 | -3,511 | -49.2% | -$31.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.63万 | 0.14% | 652 | 40 | 6.5% | $2.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $32.83万 | 0.15% | 478 | -9 | -1.8% | -$6,181 | 减仓 |
| QLTA | ISHARES TR | $35.64万 | 0.16% | 7,499 | -1,998 | -21.0% | -$9.49万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $42.27万 | 0.19% | 5,401 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $47.78万 | 0.21% | 1,281 | 329 | 34.6% | $12.27万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $48.71万 | 0.22% | 1,287 | -300 | -18.9% | -$11.35万 | 减仓 |
| AAPL | APPLE INC | $62.47万 | 0.28% | 2,159 | 237 | 12.3% | $6.86万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $217.62万 | 0.96% | 23,983 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $565.84万 | 2.51% | 40,524 | -23,476 | -36.7% | -$327.80万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $812.20万 | 3.60% | 98,270 | 5,890 | 6.4% | $48.68万 | 加仓 |
| ABBV | ABBVIE INC | $962.97万 | 4.27% | 38,268 | -184 | -0.5% | -$4.63万 | 减仓 |
| IEF | ISHARES TR | $1,502.82万 | 6.66% | 158,911 | 6,702 | 4.4% | $63.38万 | 加仓 |
| GOVT | ISHARES TR | $1,541.02万 | 6.83% | 676,479 | 46,055 | 7.3% | $104.91万 | 加仓 |
| EMEQ | NOMURA ETF TR | $3,499.27万 | 15.52% | 480,273 | -13,552 | -2.7% | -$98.74万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.30亿 | 57.84% | 174,694 | 6,818 | 4.1% | $509.15万 | 加仓 |