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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $29.14万 | 0.04% | 1,158 | -20 | -1.7% | -$5,033 | 减仓 |
| FDX | FEDEX CORP | $28.68万 | 0.04% | 916 | -150 | -14.1% | -$4.70万 | 减仓 |
| TMUS | T-MOBILE US INC | $28.55万 | 0.04% | 1,702 | 55 | 3.3% | $9,225 | 加仓 |
| SLV | ISHARES SILVER TR | $28.47万 | 0.04% | 5,325 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $28.33万 | 0.04% | 3,033 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $28.06万 | 0.04% | 650 | 650 | — | $28.06万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $27.55万 | 0.04% | 3,290 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.28万 | 0.04% | 4,570 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $27.24万 | 0.04% | 469 | 469 | — | $27.24万 | 新建仓 |
| SRE | SEMPRA | $26.95万 | 0.04% | 2,907 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $26.77万 | 0.04% | 1,480 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $26.17万 | 0.04% | 381 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $24.84万 | 0.04% | 679 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $24.67万 | 0.04% | 3,722 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $24.32万 | 0.03% | 2,130 | -3 | -0.1% | -$343 | 减仓 |
| ALL | ALLSTATE CORP | $24.25万 | 0.03% | 1,019 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $22.04万 | 0.03% | 1,394 | 1,394 | — | $22.04万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.60万 | 0.03% | 3,749 | -550 | -12.8% | -$3.17万 | 减仓 |
| EME | EMCOR GROUP INC | $21.25万 | 0.03% | 256 | 256 | — | $21.25万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.22万 | 0.03% | 210 | 210 | — | $21.22万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $21.15万 | 0.03% | 2,258 | 2,258 | — | $21.15万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.02万 | 0.03% | 822 | -131 | -13.7% | -$3.35万 | 减仓 |
| EMR | EMERSON ELEC CO | $20.73万 | 0.03% | 1,448 | 1,448 | — | $20.73万 | 新建仓 |
| WFC | WELLS FARGO & CO | $20.72万 | 0.03% | 2,507 | -982 | -28.1% | -$8.12万 | 重新持有 |
| CVS | CVS HEALTH CORP | $20.18万 | 0.03% | 1,951 | 1,951 | — | $20.18万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $11.40万 | 0.02% | 14,849 | -1,938 | -11.5% | -$1.49万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $8.39万 | 0.01% | 17,345 | 0 | 0.0% | — | 不变 |
| — | 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 |