CARDIFF PARK ADVISORS, LLC
SAN MARCOS CA · SEC CIK 0001910000
$12.50亿2026Q1 申报市值
373持仓数
51.0%前十大占比 · 第一大 12.3%
13 / 10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
VEA 加仓+$526.80万
VTI 加仓+$454.11万
VXUS 加仓+$240.84万
VNQ 加仓+$233.59万
VWO 加仓+$214.54万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$503.09万
DFUS 减仓-$310.35万
NVDA 减仓-$244.68万
VIG 减仓-$243.41万
VTEB 减仓-$202.44万
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $19.47万 | 0.02% | 1,786 | -17 | -0.9% | -$1,853 | 减仓 |
| SOXX | ISHARES TR | $19.72万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $20.31万 | 0.02% | 1,795 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $20.35万 | 0.02% | 837 | -15 | -1.8% | -$3,646 | 减仓 |
| VDC | VANGUARD WORLD FD | $20.44万 | 0.02% | 910 | -400 | -30.5% | -$8.99万 | 减仓 |
| GM | GENERAL MTRS CO | $20.73万 | 0.02% | 2,782 | 6 | 0.2% | $447 | 加仓 |
| VO | VANGUARD INDEX FDS | $20.73万 | 0.02% | 722 | 2 | 0.3% | $574 | 加仓 |
| — | EATON VANCE SR FLTNG RTE TR | $20.96万 | 0.02% | 19,883 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $20.98万 | 0.02% | 1,124 | -6,310 | -84.9% | -$117.77万 | 减仓 |
| ICF | ISHARES TR | $21.04万 | 0.02% | 3,400 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $21.08万 | 0.02% | 4,042 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $21.14万 | 0.02% | 1,089 | -234 | -17.7% | -$4.54万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $21.21万 | 0.02% | 618 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $21.23万 | 0.02% | 3,258 | 18 | 0.6% | $1,173 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $21.33万 | 0.02% | 898 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $21.70万 | 0.02% | 251 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD MUN BD FDS | $21.74万 | 0.02% | 2,850 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $21.78万 | 0.02% | 2,317 | 3 | 0.1% | $282 | 加仓 |
| DIS | DISNEY WALT CO | $22.01万 | 0.02% | 2,283 | 7 | 0.3% | $675 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $22.03万 | 0.02% | 1,111 | -12 | -1.1% | -$2,379 | 重新持有 |
| FANG | DIAMONDBACK ENERGY INC | $22.07万 | 0.02% | 1,116 | 1,116 | — | $22.07万 | 新建仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $22.10万 | 0.02% | 20,000 | 9,108 | 83.6% | $10.06万 | 加仓 |
| DHR | DANAHER CORP DEL | $22.24万 | 0.02% | 1,173 | -92 | -7.3% | -$1.74万 | 减仓 |
| AMGN | AMGEN INC | $22.73万 | 0.02% | 646 | -120 | -15.7% | -$4.22万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $22.82万 | 0.02% | 6,805 | -1,076 | -13.7% | -$3.61万 | 重新持有 |
| — | NEXTCURE INC | $23.32万 | 0.02% | 21,833 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $23.50万 | 0.02% | 4,470 | 14 | 0.3% | $736 | 加仓 |
| USRT | ISHARES TR | $23.53万 | 0.02% | 3,976 | 13 | 0.3% | $769 | 加仓 |
| LIN | LINDE PLC | $23.75万 | 0.02% | 479 | -5 | -1.0% | -$2,479 | 重新持有 |
| XYZ | BLOCK INC | $23.86万 | 0.02% | 3,964 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $24.56万 | 0.02% | 3,721 | -82 | -2.2% | -$5,411 | 减仓 |
| ETN | EATON CORP PLC | $24.57万 | 0.02% | 687 | -100 | -12.7% | -$3.58万 | 重新持有 |
| VBIL | VANGUARD INSTL INDEX FD | $24.75万 | 0.02% | 3,272 | 18 | 0.6% | $1,362 | 加仓 |
| SHY | ISHARES TR | $24.77万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $25.28万 | 0.02% | 1,388 | 1,388 | — | $25.28万 | 新建仓 |
| DHS | WISDOMTREE TR | $25.69万 | 0.02% | 2,352 | 7 | 0.3% | $765 | 加仓 |
| OKE | ONEOK INC NEW | $25.95万 | 0.02% | 2,871 | 20 | 0.7% | $1,808 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $26.17万 | 0.02% | 433 | -16 | -3.6% | -$9,670 | 减仓 |
| TJX | TJX COS INC NEW | $26.96万 | 0.02% | 1,688 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $27.17万 | 0.02% | 2,560 | 9 | 0.4% | $955 | 加仓 |
| SLB | SLB LIMITED | $27.21万 | 0.02% | 5,296 | 34 | 0.6% | $1,747 | 加仓 |
| TWLO | TWILIO INC | $27.35万 | 0.02% | 2,174 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $27.36万 | 0.02% | 5,613 | 17 | 0.3% | $829 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $27.70万 | 0.02% | 1,187 | 8 | 0.7% | $1,867 | 重新持有 |
| IRM | IRON MTN INC DEL | $27.84万 | 0.02% | 2,725 | 41 | 1.5% | $4,188 | 重新持有 |
| ESGV | VANGUARD WORLD FD | $27.90万 | 0.02% | 2,485 | -49 | -1.9% | -$5,501 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $28.08万 | 0.02% | 6,120 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $28.19万 | 0.02% | 3,543 | 34 | 1.0% | $2,705 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $28.82万 | 0.02% | 2,297 | 0 | 0.0% | — | 不变 |
| NYM | AB ACTIVE ETFS INC | $28.91万 | 0.02% | 11,587 | 91 | 0.8% | $2,270 | 加仓 |
| EBND | SPDR SERIES TRUST | $29.34万 | 0.02% | 14,213 | 4,731 | 49.9% | $9.76万 | 加仓 |
| AFL | AFLAC INC | $29.45万 | 0.02% | 2,684 | 2 | 0.1% | $219 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $29.47万 | 0.02% | 12,692 | 88 | 0.7% | $2,043 | 加仓 |
| IYH | ISHARES TR | $29.55万 | 0.02% | 4,793 | 1,546 | 47.6% | $9.53万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $30.19万 | 0.02% | 2,241 | -118 | -5.0% | -$1.59万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $30.32万 | 0.02% | 2,316 | -38 | -1.6% | -$4,975 | 重新持有 |
| DFSI | DIMENSIONAL ETF TRUST | $30.62万 | 0.02% | 7,221 | 126 | 1.8% | $5,342 | 加仓 |
| AMLP | ALPS ETF TR | $30.77万 | 0.02% | 5,846 | 0 | 0.0% | — | 重新持有 |
| TLT | ISHARES TR | $31.09万 | 0.02% | 3,586 | 25 | 0.7% | $2,167 | 加仓 |
| YUM | YUM BRANDS INC | $31.76万 | 0.03% | 2,043 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $31.98万 | 0.03% | 4,919 | -4,457 | -47.5% | -$28.97万 | 减仓 |
| EMR | EMERSON ELEC CO | $32.12万 | 0.03% | 2,452 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $32.26万 | 0.03% | 2,221 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.65万 | 0.03% | 8,628 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $32.73万 | 0.03% | 1,118 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $33.07万 | 0.03% | 5,214 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $33.14万 | 0.03% | 10,000 | 10,000 | — | $33.14万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $33.69万 | 0.03% | 5,708 | -667 | -10.5% | -$3.94万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $34.04万 | 0.03% | 7,072 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $34.75万 | 0.03% | 3,630 | 117 | 3.3% | $1.12万 | 重新持有 |
| NET | CLOUDFLARE INC | $35.61万 | 0.03% | 1,726 | -380 | -18.0% | -$7.84万 | 减仓 |
| SBUX | STARBUCKS CORP | $35.86万 | 0.03% | 4,003 | -17 | -0.4% | -$1,523 | 减仓 |
| GSK | GSK PLC | $35.98万 | 0.03% | 6,520 | -1,000 | -13.3% | -$5.52万 | 重新持有 |
| CSL | CARLISLE COS INC | $36.10万 | 0.03% | 1,082 | 3 | 0.3% | $1,001 | 加仓 |
| CWB | SPDR SERIES TRUST | $36.61万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $37.60万 | 0.03% | 1,325 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $39.17万 | 0.03% | 5,269 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $39.47万 | 0.03% | 13,616 | 63 | 0.5% | $1,826 | 加仓 |
| UNP | UNION PAC CORP | $39.57万 | 0.03% | 1,631 | -53 | -3.1% | -$1.29万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $40.13万 | 0.03% | 4,258 | -5,928 | -58.2% | -$55.87万 | 减仓 |
| MSTR | STRATEGY INC | $40.31万 | 0.03% | 3,230 | 1,136 | 54.3% | $14.18万 | 加仓 |
| DVY | ISHARES TR | $40.44万 | 0.03% | 2,671 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $40.46万 | 0.03% | 18,435 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $40.61万 | 0.03% | 4,444 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $40.86万 | 0.03% | 1,266 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $40.92万 | 0.03% | 1,304 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $41.20万 | 0.03% | 1,363 | 1 | 0.1% | $302 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $41.56万 | 0.03% | 3,300 | 0 | 0.0% | — | 重新持有 |
| MINT | PIMCO ETF TR | $42.74万 | 0.03% | 4,250 | 630 | 17.4% | $6.34万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $42.97万 | 0.03% | 2,065 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $44.10万 | 0.04% | 1,714 | -1,205 | -41.3% | -$31.01万 | 减仓 |
| IWC | ISHARES TR | $44.26万 | 0.04% | 2,773 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $44.36万 | 0.04% | 3,858 | 0 | 0.0% | — | 重新持有 |
| ARCC | ARES CAPITAL CORP | $44.53万 | 0.04% | 24,712 | -13,087 | -34.6% | -$23.58万 | 减仓 |
| IAK | ISHARES TR | $44.90万 | 0.04% | 3,500 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $46.49万 | 0.04% | 4,528 | -32 | -0.7% | -$3,285 | 减仓 |
| PDD | PDD HOLDINGS INC | $46.55万 | 0.04% | 4,556 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $46.78万 | 0.04% | 759 | 2 | 0.3% | $1,233 | 加仓 |
| LGLV | SPDR SERIES TRUST | $47.48万 | 0.04% | 2,666 | -53 | -1.9% | -$9,439 | 减仓 |
| TIP | ISHARES TR | $47.61万 | 0.04% | 4,314 | 0 | 0.0% | — | 不变 |