13F 机构持仓

PFS Partners, LLC

MINE HILL NJ · SEC CIK 0002002654

2026Q22026Q1 更早 9 个季度 🔒
$2.47亿2026Q2 申报市值
599持仓数
55.9%前十大占比 · 第一大 9.6%
26 / 17新建仓 / 清仓
申报市值走势$2.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JAAA 9.6%
KJAN 9.1%
DGRO 7.1%
FSMB 5.5%
FIRST TR EXCHN 4.9%
LMBS 4.8%
IMCG 4.1%
IAPR 3.8%
XMLV 3.6%
IVV 3.3%

2026Q2 买入最多 按季末市值估算

CB 加仓+$102.40万
HONA 新建仓+$89.23万
AAPL 加仓+$60.45万
JAAA 加仓+$58.99万
LMBS 加仓+$57.86万

2026Q2 卖出最多 按季末市值估算

MU 减仓-$415.56万
HON 减仓-$90.37万
KJAN 减仓-$57.49万
FIRST TR EXCHNG 减仓-$32.59万
FSMB 减仓-$21.26万

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
CRWV COREWEAVE INC $6,9680.00%70 00.0% — 不变
LOW LOWES COS INC $6,9720.00%32 13.2% $218 加仓
SYF SYNCHRONY FINANCIAL $7,0370.00%93 11.1% $76 加仓
HOG HARLEY DAVIDSON INC $7,3600.00%301 00.0% — 不变
MCO MOODYS CORP $7,3990.00%16 00.0% — 不变
BIZD VANECK ETF TRUST $7,4570.00%589 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $7,4990.00%51 -52-50.5% -$7,646 减仓
VWO VANGUARD INTL EQUITY INDEX F $7,5050.00%126 00.0% — 不变
TMUS T-MOBILE US INC $7,5480.00%45 -40-47.1% -$6,709 减仓
CHDN CHURCHILL DOWNS INC $7,6040.00%85 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $7,6490.00%323 00.0% — 不变
DEO DIAGEO PLC $8,0380.00%100 00.0% — 不变
RBLX ROBLOX CORP $8,0490.00%148 00.0% — 不变
CPRT COPART INC $8,1760.00%290 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $8,7240.00%31 00.0% — 不变
ALLE ALLEGION PLC $8,8170.00%63 00.0% — 不变
O REALTY INCOME CORP $8,8230.00%142 10.7% $62 加仓
KBWB INVESCO EXCH TRADED FD TR II $8,8340.00%95 00.0% — 不变
R RYDER SYS INC $8,8610.00%34 13.0% $261 加仓
VOD VODAFONE GROUP PLC $8,9040.00%673 00.0% — 不变
LIN LINDE PLC $8,9380.00%17 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $9,0120.00%68 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $9,1580.00%12 00.0% — 不变
— ARROW ETF TR $9,2020.00%646 -83-11.4% -$1,182 减仓
CRM SALESFORCE INC $9,2180.00%59 00.0% — 不变
PPLT ABRDN PLATINUM ETF TRUST $9,4680.00%670 00.0% — 不变
FMB FIRST TR EXCH TRADED FD III $9,5460.00%186 10.5% $51 加仓
BAH BOOZ ALLEN HAMILTON HLDG COR $9,5530.00%157 10.6% $61 加仓
CCL CARNIVAL CORP LTD $9,5580.00%335 335— $9,558 新建仓
ET ENERGY TRANSFER L P $9,5600.00%500 00.0% — 不变
NVO NOVO-NORDISK A S $9,5880.00%200 00.0% — 不变
NUKZ EXCHANGE TRADED CONCEPTS TRU $9,7470.00%143 00.0% — 不变
OKE ONEOK INC NEW $1.00万0.00%115 10.9% $87 加仓
MCY MERCURY GENL CORP NEW $1.00万0.00%94 00.0% — 不变
AROC ARCHROCK INC $1.01万0.00%247 10.4% $41 加仓
MSI MOTOROLA SOLUTIONS INC $1.01万0.00%24 00.0% — 不变
CNOB CONNECTONE BANCORP INC $1.01万0.00%303 00.0% — 不变
PLD PROLOGIS INC. $1.02万0.00%75 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $1.02万0.00%384 00.0% — 不变
BIP BROOKFIELD INFRASTRUCTURE PA $1.02万0.00%280 41.4% $146 加仓
— FIRST TR EXCHANGE-TRADED FD $1.03万0.00%274 00.0% — 不变
AZN ASTRAZENECA PLC $1.04万0.00%55 00.0% — 不变
VV VANGUARD INDEX FDS $1.06万0.00%31 -3-8.8% -$1,023 减仓
HST HOST HOTELS & RESORTS INC $1.07万0.00%453 40.9% $95 加仓
WELL WELLTOWER INC $1.11万0.00%49 00.0% — 不变
— SARATOGA INVT CORP $1.12万0.00%503 00.0% — 不变
WWD WOODWARD INC $1.15万0.00%27 00.0% — 不变
DTCR GLOBAL X FDS $1.16万0.00%381 00.0% — 不变
KRP KIMBELL RTY PARTNERS LP $1.16万0.00%800 800— $1.16万 新建仓
— AMPLIFY ETF TR $1.18万0.00%460 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $1.19万0.00%247 20.8% $96 加仓
MOG/A MOOG INC $1.19万0.00%28 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $1.19万0.00%144 00.0% — 不变
GILD GILEAD SCIENCES INC $1.21万0.00%95 00.0% — 不变
MDT MEDTRONIC PLC $1.22万0.00%156 -38-19.6% -$2,978 减仓
VYM VANGUARD WHITEHALL FDS $1.26万0.01%80 11.3% $157 加仓
MTB M & T BK CORP $1.26万0.01%53 00.0% — 不变
GD GENERAL DYNAMICS CORP $1.26万0.01%36 12.9% $351 加仓
IR INGERSOLL RAND INC $1.27万0.01%155 00.0% — 不变
PULS PGIM ETF TR $1.29万0.01%260 00.0% — 不变
IJR ISHARES TR $1.30万0.01%87 00.0% — 不变
APA APA CORPORATION $1.30万0.01%400 400— $1.30万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $1.32万0.01%59 00.0% — 不变
WMB WILLIAMS COS INC $1.33万0.01%179 21.1% $148 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $1.33万0.01%292 00.0% — 不变
VTV VANGUARD INDEX FDS $1.33万0.01%61 00.0% — 不变
— ISHARES TR $1.34万0.01%352 20.6% $76 加仓
VB VANGUARD INDEX FDS $1.34万0.01%44 00.0% — 不变
XEL XCEL ENERGY INC $1.35万0.01%168 10.6% $80 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $1.36万0.01%126 10.8% $108 加仓
UNH UNITEDHEALTH GROUP INC $1.37万0.01%33 00.0% — 不变
EBND SPDR SERIES TRUST $1.40万0.01%671 00.0% — 不变
ASTS AST SPACEMOBILE INC $1.43万0.01%161 00.0% — 不变
DELL DELL TECHNOLOGIES INC $1.50万0.01%35 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $1.50万0.01%24 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $1.51万0.01%311 00.0% — 不变
XYZ BLOCK INC $1.52万0.01%200 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $1.52万0.01%160 00.0% — 不变
HSY HERSHEY CO $1.53万0.01%87 00.0% — 不变
KMI KINDER MORGAN INC DEL $1.53万0.01%478 30.6% $96 加仓
SMFG SUMITOMO MITSUI FIN GRP INC $1.53万0.01%648 00.0% — 不变
WEC WEC ENERGY GROUP INC $1.53万0.01%131 10.8% $117 加仓
IEMG ISHARES INC $1.55万0.01%187 10.5% $83 加仓
BCC BOISE CASCADE CO DEL $1.55万0.01%200 00.0% — 不变
SNAP SNAP INC $1.55万0.01%3,500 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $1.55万0.01%242 00.0% — 不变
— WEBSTER FINL CORP $1.56万0.01%204 10.5% $77 加仓
AMGN AMGEN INC $1.58万0.01%44 12.3% $358 加仓
NTAP NETAPP INC $1.59万0.01%103 00.0% — 不变
— AURORA CANNABIS INC $1.60万0.01%5,750 00.0% — 不变
MMM 3M CO $1.62万0.01%100 00.0% — 不变
IJH ISHARES TR $1.64万0.01%213 10.5% $77 加仓
FSSL FS SPECIALTY LENDING FD $1.65万0.01%1,479 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $1.67万0.01%346 00.0% — 不变
NJR NEW JERSEY RES CORP $1.68万0.01%300 00.0% — 不变
ORCL ORACLE CORP $1.69万0.01%115 00.0% — 不变
— CANOPY GROWTH CORPORATION $1.74万0.01%18,350 3,00019.5% $2,850 加仓
PCN PIMCO CORPORATE & INCM STRG $1.79万0.01%1,500 00.0% — 不变
BP BP PLC $1.85万0.01%500 00.0% — 不变
SPGI S&P GLOBAL INC $1.86万0.01%46 12.2% $403 加仓