Pacific Sage Partners, LLC
EDMONDS WA · SEC CIK 0001936845
$6.36亿2026Q1 申报市值
121持仓数
65.7%前十大占比 · 第一大 13.6%
4 / 3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
SCHR 加仓+$762.51万
BINC 加仓+$549.91万
VTIP 加仓+$349.62万
VGSH 加仓+$321.28万
BILS 加仓+$194.92万
2026Q1 卖出最多 按季末市值估算
CEF 减仓-$208.44万
COKE 清仓-$24.85万
HBAN 清仓-$23.15万
AMGN 减仓-$22.66万
NEM 减仓-$12.98万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | $8,668.71万 | 13.64% | 3,480,010 | 306,106 | 9.6% | $762.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,985.47万 | 10.99% | 188,710 | 364 | 0.2% | $13.47万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $6,092.15万 | 9.58% | 1,173,146 | 105,895 | 9.9% | $549.91万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,141.38万 | 6.52% | 1,673,285 | 34,861 | 2.1% | $86.28万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $3,748.80万 | 5.90% | 750,511 | 69,994 | 10.3% | $349.62万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,730.39万 | 5.87% | 637,238 | 54,882 | 9.4% | $321.28万 | 加仓 |
| IWD | ISHARES TR | $3,312.21万 | 5.21% | 155,015 | 3,037 | 2.0% | $64.89万 | 加仓 |
| SSUS | STRATEGY SHS | $1,819.27万 | 2.86% | 389,686 | 21,890 | 6.0% | $102.19万 | 加仓 |
| — | GLOBAL X FDS | $1,721.18万 | 2.71% | 344,074 | 27,228 | 8.6% | $136.20万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,528.97万 | 2.41% | 153,758 | 19,602 | 14.6% | $194.92万 | 加仓 |
| CLIP | GLOBAL X FDS | $1,377.73万 | 2.17% | 137,279 | 668 | 0.5% | $6.70万 | 加仓 |
| AMZN | AMAZON COM INC | $1,350.71万 | 2.13% | 64,854 | 324 | 0.5% | $6.75万 | 加仓 |
| IWF | ISHARES TR | $1,338.00万 | 2.11% | 31,379 | 2,267 | 7.8% | $96.66万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,296.96万 | 2.04% | 418,915 | 6,704 | 1.6% | $20.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,263.10万 | 1.99% | 177,577 | 3,155 | 1.8% | $22.44万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,161.64万 | 1.83% | 327,776 | 5,788 | 1.8% | $20.51万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,112.44万 | 1.75% | 456,104 | -5,044 | -1.1% | -$12.30万 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $997.04万 | 1.57% | 147,423 | -1,423 | -1.0% | -$9.62万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $990.65万 | 1.56% | 251,179 | -744 | -0.3% | -$2.93万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $934.87万 | 1.47% | 195,907 | -43,680 | -18.2% | -$208.44万 | 减仓 |
| AAPL | APPLE INC | $858.07万 | 1.35% | 33,810 | 2,800 | 9.0% | $71.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $681.26万 | 1.07% | 6,837 | -35 | -0.5% | -$3.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $507.73万 | 0.80% | 29,113 | 4,467 | 18.1% | $77.90万 | 加仓 |
| GOOG | ALPHABET INC | $357.59万 | 0.56% | 12,466 | 354 | 2.9% | $10.15万 | 加仓 |
| AMAT | APPLIED MATLS INC | $300.44万 | 0.47% | 8,790 | -71 | -0.8% | -$2.43万 | 减仓 |
| GOOGL | ALPHABET INC | $299.01万 | 0.47% | 10,398 | 70 | 0.7% | $2.01万 | 加仓 |
| SBUX | STARBUCKS CORP | $292.28万 | 0.46% | 32,625 | -485 | -1.5% | -$4.35万 | 减仓 |
| TSLA | TESLA INC | $270.93万 | 0.43% | 7,288 | 1,109 | 17.9% | $41.23万 | 加仓 |
| ADBE | ADOBE INC | $256.60万 | 0.40% | 10,556 | 120 | 1.1% | $2.92万 | 加仓 |
| ORCL | ORACLE CORP | $241.86万 | 0.38% | 16,441 | -552 | -3.2% | -$8.12万 | 减仓 |
| DE | DEERE & CO | $236.42万 | 0.37% | 4,197 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $211.62万 | 0.33% | 13,200 | 17 | 0.1% | $2,725 | 加仓 |
| FFIV | F5 INC | $206.06万 | 0.32% | 7,122 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $186.10万 | 0.29% | 5,659 | -29 | -0.5% | -$9,537 | 减仓 |
| AMGN | AMGEN INC | $185.40万 | 0.29% | 5,269 | -644 | -10.9% | -$22.66万 | 减仓 |
| BA | BOEING CO | $174.14万 | 0.27% | 8,749 | 129 | 1.5% | $2.57万 | 加仓 |
| — | EXXON MOBIL CORP | $173.01万 | 0.27% | 10,197 | 1,400 | 15.9% | $23.75万 | 加仓 |
| GLD | SPDR GOLD TR | $168.50万 | 0.27% | 3,916 | 12 | 0.3% | $5,163 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $166.95万 | 0.26% | 3,484 | 543 | 18.5% | $26.02万 | 加仓 |
| — | SOUND FINL BANCORP INC | $158.19万 | 0.25% | 36,191 | -1 | -0.0% | -$44 | 减仓 |
| CVX | CHEVRON CORPORATION | $144.43万 | 0.23% | 6,980 | 711 | 11.3% | $14.71万 | 加仓 |
| WMT | WALMART INC | $144.40万 | 0.23% | 11,619 | -108 | -0.9% | -$1.34万 | 减仓 |
| PGR | PROGRESSIVE CORP | $144.16万 | 0.23% | 7,272 | -26 | -0.4% | -$5,154 | 减仓 |
| NFLX | NETFLIX INC. | $142.21万 | 0.22% | 14,790 | -257 | -1.7% | -$2.47万 | 减仓 |
| LLY | ELI LILLY & CO | $140.17万 | 0.22% | 1,524 | 208 | 15.8% | $19.13万 | 加仓 |
| V | VISA INC | $130.46万 | 0.21% | 4,316 | 1 | 0.0% | $302 | 加仓 |
| CSCO | CISCO SYS INC | $125.58万 | 0.20% | 16,185 | 118 | 0.7% | $9,156 | 加仓 |
| — | MICROSOFT CORP 看跌期权 | $109.80万 | 0.17% | 165 | -130 | -44.1% | -$86.51万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $109.05万 | 0.17% | 4,461 | 152 | 3.5% | $3.72万 | 加仓 |
| META | META PLATFORMS INC | $102.09万 | 0.16% | 1,784 | -17 | -0.9% | -$9,728 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $95.88万 | 0.15% | 14,963 | -204 | -1.3% | -$1.31万 | 减仓 |
| PCAR | PACCAR INC | $94.89万 | 0.15% | 8,215 | 1 | 0.0% | $116 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $84.18万 | 0.13% | 8,430 | 16 | 0.2% | $1,598 | 加仓 |
| CI | THE CIGNA GROUP | $73.05万 | 0.11% | 2,738 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $72.87万 | 0.11% | 16,512 | 113 | 0.7% | $4,987 | 加仓 |
| VTV | VANGUARD INDEX FDS | $67.09万 | 0.11% | 3,419 | 114 | 3.4% | $2.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $66.90万 | 0.11% | 1,159 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $65.60万 | 0.10% | 6,754 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $63.28万 | 0.10% | 12,980 | 1,500 | 13.1% | $7.31万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $63.23万 | 0.10% | 13,800 | -200 | -1.4% | -$9,164 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $61.31万 | 0.10% | 943 | 8 | 0.9% | $5,201 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $58.52万 | 0.09% | 20,125 | -324 | -1.6% | -$9,422 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $57.80万 | 0.09% | 1,965 | 842 | 75.0% | $24.77万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $56.36万 | 0.09% | 3,902 | -50 | -1.3% | -$7,222 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $56.05万 | 0.09% | 1,345 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $54.97万 | 0.09% | 18,963 | -2,393 | -11.2% | -$6.94万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $52.38万 | 0.08% | 12,836 | 345 | 2.8% | $1.41万 | 加仓 |
| OKE | ONEOK INC NEW | $51.14万 | 0.08% | 5,658 | 2,817 | 99.2% | $25.46万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $49.37万 | 0.08% | 9,834 | 211 | 2.2% | $1.06万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $47.96万 | 0.08% | 1,495 | 140 | 10.3% | $4.49万 | 加仓 |
| MCD | MCDONALDS CORP | $47.93万 | 0.08% | 1,542 | -9 | -0.6% | -$2,797 | 减仓 |
| DIS | DISNEY WALT CO | $46.65万 | 0.07% | 4,840 | -150 | -3.0% | -$1.45万 | 减仓 |
| AVGO | BROADCOM INC | $42.77万 | 0.07% | 1,382 | -27 | -1.9% | -$8,357 | 减仓 |
| VO | VANGUARD INDEX FDS | $41.27万 | 0.06% | 1,437 | -81 | -5.3% | -$2.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $40.55万 | 0.06% | 1,548 | -81 | -5.0% | -$2.12万 | 减仓 |
| — | HONEYWELL INTL INC | $38.84万 | 0.06% | 1,718 | -24 | -1.4% | -$5,425 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $38.09万 | 0.06% | 775 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $37.97万 | 0.06% | 1,066 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $37.09万 | 0.06% | 2,984 | 23 | 0.8% | $2,859 | 加仓 |
| B | BARRICK MNG CORP | $36.77万 | 0.06% | 9,014 | -1,100 | -10.9% | -$4.49万 | 减仓 |
| SLV | ISHARES SILVER TR | $36.28万 | 0.06% | 5,325 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $35.79万 | 0.06% | 3,486 | -39 | -1.1% | -$4,004 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $34.73万 | 0.05% | 11,320 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $34.59万 | 0.05% | 1,647 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $33.60万 | 0.05% | 1,800 | 39 | 2.2% | $7,281 | 加仓 |
| NEM | NEWMONT CORP | $32.83万 | 0.05% | 3,033 | -1,199 | -28.3% | -$12.98万 | 减仓 |
| AOR | ISHARES TR | $31.64万 | 0.05% | 4,917 | 786 | 19.0% | $5.06万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.56万 | 0.05% | 1,302 | -12 | -0.9% | -$2,909 | 减仓 |
| DHR | DANAHER CORP DEL | $31.45万 | 0.05% | 1,659 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $31.39万 | 0.05% | 3,191 | -533 | -14.3% | -$5.24万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $31.10万 | 0.05% | 712 | -211 | -22.9% | -$9.22万 | 减仓 |
| IVE | ISHARES TR | $31.08万 | 0.05% | 1,472 | -292 | -16.6% | -$6.17万 | 减仓 |
| UNP | UNION PAC CORP | $30.16万 | 0.05% | 1,243 | -226 | -15.4% | -$5.48万 | 减仓 |
| IVV | ISHARES TR | $28.28万 | 0.04% | 433 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $28.25万 | 0.04% | 2,907 | 34 | 1.2% | $3,304 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $28.23万 | 0.04% | 3,066 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $26.45万 | 0.04% | 1,946 | 1,946 | — | $26.45万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.07万 | 0.04% | 4,299 | 470 | 12.3% | $2.85万 | 加仓 |
| GE | GE AEROSPACE | $26.02万 | 0.04% | 917 | -313 | -25.4% | -$8.88万 | 减仓 |
| ABBV | ABBVIE INC | $25.62万 | 0.04% | 1,178 | -34 | -2.8% | -$7,394 | 减仓 |