Pacific Wealth Management
SAN DIEGO CA · SEC CIK 0001852338
$1.86亿2026Q1 申报市值
20持仓数
98.3%前十大占比 · 第一大 58.7%
1 / 2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
EMEQ 加仓+$578.98万
IEF 加仓+$70.01万
GOVT 加仓+$60.34万
HALO 新建仓+$34.91万
PSLV 加仓+$16.61万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$1,588.58万
QLTA 减仓-$1,454.21万
VGIT 清仓-$39.88万
IBM 清仓-$31.64万
INTC 减仓-$26.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1.09亿 | 58.72% | 167,876 | -24,427 | -12.7% | -$1,588.58万 | 减仓 |
| EMEQ | NOMURA ETF TR | $2,227.15万 | 11.98% | 493,825 | 128,377 | 35.1% | $578.98万 | 加仓 |
| IEF | ISHARES TR | $1,452.68万 | 7.81% | 152,209 | 7,336 | 5.1% | $70.01万 | 加仓 |
| GOVT | ISHARES TR | $1,444.30万 | 7.77% | 630,424 | 26,339 | 4.4% | $60.34万 | 加仓 |
| ABBV | ABBVIE INC | $836.29万 | 4.50% | 38,452 | -275 | -0.7% | -$5.98万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $764.44万 | 4.11% | 92,380 | 858 | 0.9% | $7.10万 | 加仓 |
| INTC | INTEL CORP | $282.43万 | 1.52% | 64,000 | -6,000 | -8.6% | -$26.48万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $246.23万 | 1.32% | 23,983 | -408 | -1.7% | -$4.19万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $53.28万 | 0.29% | 21,843 | 6,809 | 45.3% | $16.61万 | 加仓 |
| AAPL | APPLE INC | $48.78万 | 0.26% | 1,922 | -304 | -13.7% | -$7.72万 | 减仓 |
| QLTA | ISHARES TR | $45.19万 | 0.24% | 9,497 | -305,584 | -97.0% | -$1,454.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $35.22万 | 0.19% | 952 | 2 | 0.2% | $740 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $34.91万 | 0.19% | 5,401 | 5,401 | — | $34.91万 | 新建仓 |
| VSAT | VIASAT INC | $32.70万 | 0.18% | 7,140 | -1,010 | -12.4% | -$4.63万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $32.69万 | 0.18% | 9,225 | 1,660 | 21.9% | $5.88万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $32.54万 | 0.18% | 1,587 | -50 | -3.1% | -$1.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.33万 | 0.16% | 612 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $29.10万 | 0.16% | 487 | -23 | -4.5% | -$1.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $23.77万 | 0.13% | 412 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $23.35万 | 0.13% | 540 | -52 | -8.8% | -$2.25万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,655 | -100.0% | -$39.88万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,068 | -100.0% | -$31.64万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |