Pacific Sage Partners, LLC
EDMONDS WA · SEC CIK 0001936845
$7.05亿2026Q2 申报市值
127持仓数
64.7%前十大占比 · 第一大 13.4%
12 / 7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
SCHR 加仓+$876.41万
BINC 加仓+$648.57万
AVXC 加仓+$373.71万
VGSH 加仓+$362.05万
VTIP 加仓+$297.60万
2026Q2 卖出最多 按季末市值估算
SSUS 减仓-$201.53万
NVDA 减仓-$112.79万
MSFT 减仓-$76.99万
AAPL 减仓-$55.85万
AMZN 减仓-$46.05万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,718 | -100.0% | -$38.84万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -308 | -100.0% | -$23.80万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,977 | -100.0% | -$22.90万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -1,793 | -100.0% | -$21.56万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,424 | -100.0% | -$20.83万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,868 | -100.0% | -$20.43万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -81,444 | -100.0% | -$15.88万 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $8.39万 | 0.01% | 17,345 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $11.40万 | 0.02% | 14,849 | -1,938 | -11.5% | -$1.49万 | 减仓 |
| CVS | CVS HEALTH CORP | $20.18万 | 0.03% | 1,951 | 1,951 | — | $20.18万 | 新建仓 |
| WFC | WELLS FARGO & CO | $20.72万 | 0.03% | 2,507 | -982 | -28.1% | -$8.12万 | 重新持有 |
| EMR | EMERSON ELEC CO | $20.73万 | 0.03% | 1,448 | 1,448 | — | $20.73万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.02万 | 0.03% | 822 | -131 | -13.7% | -$3.35万 | 减仓 |
| DAL | DELTA AIR LINES INC | $21.15万 | 0.03% | 2,258 | 2,258 | — | $21.15万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.22万 | 0.03% | 210 | 210 | — | $21.22万 | 新建仓 |
| EME | EMCOR GROUP INC | $21.25万 | 0.03% | 256 | 256 | — | $21.25万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.60万 | 0.03% | 3,749 | -550 | -12.8% | -$3.17万 | 减仓 |
| GVA | GRANITE CONSTR INC | $22.04万 | 0.03% | 1,394 | 1,394 | — | $22.04万 | 新建仓 |
| ALL | ALLSTATE CORP | $24.25万 | 0.03% | 1,019 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $24.32万 | 0.03% | 2,130 | -3 | -0.1% | -$343 | 减仓 |
| TRP | TC ENERGY CORP | $24.67万 | 0.04% | 3,722 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $24.84万 | 0.04% | 679 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $26.17万 | 0.04% | 381 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $26.77万 | 0.04% | 1,480 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $26.95万 | 0.04% | 2,907 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $27.24万 | 0.04% | 469 | 469 | — | $27.24万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.28万 | 0.04% | 4,570 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $27.55万 | 0.04% | 3,290 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $28.06万 | 0.04% | 650 | 650 | — | $28.06万 | 新建仓 |
| NEM | NEWMONT CORP | $28.33万 | 0.04% | 3,033 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $28.47万 | 0.04% | 5,325 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $28.55万 | 0.04% | 1,702 | 55 | 3.3% | $9,225 | 加仓 |
| FDX | FEDEX CORP | $28.68万 | 0.04% | 916 | -150 | -14.1% | -$4.70万 | 减仓 |
| ABBV | ABBVIE INC | $29.14万 | 0.04% | 1,158 | -20 | -1.7% | -$5,033 | 减仓 |
| CRM | SALESFORCE INC | $29.38万 | 0.04% | 1,875 | 75 | 4.2% | $1.18万 | 加仓 |
| VGT | VANGUARD WORLD FD | $29.83万 | 0.04% | 2,496 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $30.00万 | 0.04% | 2,791 | -400 | -12.5% | -$4.30万 | 减仓 |
| UNP | UNION PAC CORP | $30.27万 | 0.04% | 1,113 | -130 | -10.5% | -$3.54万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.09万 | 0.04% | 1,981 | 164 | 9.0% | $2.57万 | 加仓 |
| PI | IMPINJ INC | $31.35万 | 0.04% | 2,189 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $31.60万 | 0.04% | 1,659 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $31.63万 | 0.04% | 3,486 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $32.92万 | 0.05% | 8,964 | -50 | -0.6% | -$1,837 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.00万 | 0.05% | 691 | -9 | -1.3% | -$4,298 | 减仓 |
| IVE | ISHARES TR | $33.42万 | 0.05% | 1,472 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $34.05万 | 0.05% | 911 | -6 | -0.7% | -$2,242 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $34.39万 | 0.05% | 686 | -89 | -11.5% | -$4.46万 | 减仓 |
| IVV | ISHARES TR | $34.82万 | 0.05% | 465 | 32 | 7.4% | $2.40万 | 加仓 |
| AOR | ISHARES TR | $35.27万 | 0.05% | 5,075 | 158 | 3.2% | $1.10万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $35.90万 | 0.05% | 11,320 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.99万 | 0.05% | 1,280 | -22 | -1.7% | -$6,187 | 减仓 |
| MCD | MCDONALDS CORP | $37.74万 | 0.05% | 1,396 | -146 | -9.5% | -$3.95万 | 减仓 |
| GEV | GE VERNOVA INC | $40.65万 | 0.06% | 346 | 346 | — | $40.65万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.40万 | 0.06% | 9,778 | -56 | -0.6% | -$2,371 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $41.69万 | 0.06% | 3,066 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $43.09万 | 0.06% | 4,477 | -363 | -7.5% | -$3.49万 | 减仓 |
| IJR | ISHARES TR | $43.86万 | 0.06% | 2,957 | -27 | -0.9% | -$4,004 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $44.90万 | 0.06% | 389 | 389 | — | $44.90万 | 新建仓 |
| T | AT&T INC | $45.17万 | 0.06% | 21,821 | 2,858 | 15.1% | $5.92万 | 加仓 |
| OKE | ONEOK INC NEW | $45.86万 | 0.07% | 5,275 | -383 | -6.8% | -$3.33万 | 减仓 |
| VO | VANGUARD INDEX FDS | $46.34万 | 0.07% | 5,751 | 3 | 0.1% | $242 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $47.93万 | 0.07% | 1,464 | -501 | -25.5% | -$16.40万 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $48.76万 | 0.07% | 84,940 | 84,940 | — | $48.76万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $49.05万 | 0.07% | 5,694 | 1,422 | 33.3% | $12.25万 | 加仓 |
| GLW | CORNING INC | $50.36万 | 0.07% | 1,972 | 26 | 1.3% | $6,640 | 加仓 |
| AVGO | BROADCOM INC | $51.26万 | 0.07% | 1,357 | -25 | -1.8% | -$9,444 | 减仓 |
| VB | VANGUARD INDEX FDS | $51.35万 | 0.07% | 1,694 | 146 | 9.4% | $4.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.04万 | 0.08% | 3,754 | -148 | -3.8% | -$2.17万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $65.96万 | 0.09% | 18,255 | -1,870 | -9.3% | -$6.76万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $66.06万 | 0.09% | 1,345 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $69.95万 | 0.10% | 937 | -6 | -0.6% | -$4,479 | 减仓 |
| EFA | ISHARES TR | $70.16万 | 0.10% | 6,754 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $72.33万 | 0.10% | 8,870 | -4,930 | -35.7% | -$40.20万 | 减仓 |
| BAC | BANK OF AMER CORP | $73.96万 | 0.10% | 12,980 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $74.41万 | 0.11% | 3,414 | -5 | -0.1% | -$1,090 | 减仓 |
| VTI | VANGUARD INDEX FDS | $75.38万 | 0.11% | 2,037 | 542 | 36.3% | $20.06万 | 加仓 |
| CI | THE CIGNA GROUP | $75.50万 | 0.11% | 2,739 | 1 | 0.0% | $276 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $76.15万 | 0.11% | 14,400 | 1,564 | 12.2% | $8.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $85.35万 | 0.12% | 1,159 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $92.63万 | 0.13% | 7,711 | -504 | -6.1% | -$6.05万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $92.80万 | 0.13% | 9,006 | 576 | 6.8% | $5.94万 | 加仓 |
| META | META PLATFORMS INC | $97.94万 | 0.14% | 1,739 | -45 | -2.5% | -$2.53万 | 减仓 |
| — | EA SERIES TRUST | $99.44万 | 0.14% | 19,443 | 19,443 | — | $99.44万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $103.72万 | 0.15% | 4,084 | -377 | -8.5% | -$9.57万 | 减仓 |
| NFLX | NETFLIX INC. | $106.83万 | 0.15% | 14,962 | 172 | 1.2% | $1.23万 | 加仓 |
| CVX | CHEVRON CORPORATION | $115.74万 | 0.16% | 6,982 | 2 | 0.0% | $332 | 加仓 |
| — | EXXON MOBIL CORP | $119.12万 | 0.17% | 8,712 | -1,485 | -14.6% | -$20.30万 | 减仓 |
| WMT | WALMART INC | $124.46万 | 0.18% | 10,989 | -630 | -5.4% | -$7.14万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $130.18万 | 0.18% | 18,271 | 3,308 | 22.1% | $23.57万 | 加仓 |
| GLD | SPDR GOLD TR | $144.26万 | 0.20% | 3,916 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $144.75万 | 0.21% | 4,219 | -97 | -2.2% | -$3.33万 | 减仓 |
| — | SOUND FINL BANCORP INC | $156.02万 | 0.22% | 36,191 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $158.86万 | 0.23% | 7,272 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $180.99万 | 0.26% | 1,509 | -15 | -1.0% | -$1.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $182.39万 | 0.26% | 3,645 | 161 | 4.6% | $8.06万 | 加仓 |
| AMGN | AMGEN INC | $185.05万 | 0.26% | 5,110 | -159 | -3.0% | -$5.76万 | 减仓 |
| BA | BOEING CO | $186.32万 | 0.26% | 8,607 | -142 | -1.6% | -$3.07万 | 减仓 |
| CSCO | CISCO SYS INC | $186.53万 | 0.26% | 15,880 | -305 | -1.9% | -$3.58万 | 减仓 |
| HD | HOME DEPOT INC | $196.68万 | 0.28% | 5,577 | -82 | -1.4% | -$2.89万 | 减仓 |
| INTC | INTEL CORP | $215.49万 | 0.31% | 15,433 | -1,079 | -6.5% | -$15.07万 | 减仓 |