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
KKR KKR & CO INC $3,2130.00%35 00.0% — 不变
CVS CVS HEALTH CORP $3,2070.00%31 00.0% — 不变
IWS ISHARES TR $3,1280.00%19 00.0% — 不变
BXP BXP INC $3,1280.00%47 00.0% — 不变
TSPA T ROWE PRICE EXCHANGE-TRADED $3,1090.00%65 00.0% — 不变
CDP COPT DEFENSE PROPERTIES $3,0350.00%83 00.0% — 不变
FNCL FIDELITY COVINGTON TRUST $3,0340.00%40 12.6% $76 加仓
CNC CENTENE CORP DEL $3,0170.00%47 00.0% — 不变
BB BLACKBERRY LTD $3,0110.00%238 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $2,9850.00%115 -2-1.7% -$52 减仓
DFAE DIMENSIONAL ETF TRUST $2,9760.00%74 00.0% — 不变
BAC BANK OF AMER CORP $2,9360.00%52 12.0% $56 加仓
AMAT APPLIED MATLS INC $2,9040.00%4 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP $2,8960.00%16 00.0% — 不变
FAST FASTENAL CO $2,8820.00%60 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $2,8810.00%375 00.0% — 不变
— AVALONBAY CMNTYS INC $2,8310.00%15 00.0% — 不变
VTRS VIATRIS INC $2,8220.00%178 -29-14.0% -$460 减仓
NKE NIKE INC $2,8130.00%69 11.5% $41 加仓
GLXY GALAXY DIGITAL INC. $2,7340.00%100 -274-73.3% -$7,491 减仓
QGEN QIAGEN NV $2,6120.00%67 00.0% — 不变
PSA PUBLIC STORAGE $2,5470.00%8 00.0% — 不变
WEX WEX INC $2,5400.00%18 00.0% — 不变
NOW SERVICENOW INC $2,4820.00%25 25— $2,482 新建仓
HPQ HP INC $2,4810.00%113 21.8% $44 加仓
GPC GENUINE PARTS CO $2,4780.00%21 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC $2,4400.00%135 00.0% — 不变
DLX DELUXE CORP MEDIUM TERM NTS $2,3880.00%100 00.0% — 不变
EMN EASTMAN CHEM CO $2,3880.00%36 12.9% $66 加仓
OMC OMNICOM GROUP INC $2,2580.00%31 00.0% — 不变
ES EVERSOURCE ENERGY $2,2410.00%31 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD $2,1810.00%136 00.0% — 不变
CAT CATERPILLAR INC $2,1300.00%2 00.0% — 不变
CFG CITIZENS FINL GROUP INC $2,1030.00%30 00.0% — 不变
NATL NCR ATLEOS CORPORATION $2,0840.00%48 1754.8% $738 加仓
KVUE KENVUE INC $2,0830.00%109 00.0% — 不变
NVT NVENT ELEC PLC $2,0520.00%12 -12-50.0% -$2,052 减仓
FIS FIDELITY NATL INFORMATION SV $1,9830.00%51 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $1,9520.00%27 00.0% — 不变
IXJ ISHARES TR $1,9320.00%20 15.3% $97 加仓
SOLV SOLVENTUM CORP $1,9290.00%25 00.0% — 不变
— PROQR THRAPEUTICS N V $1,8600.00%1,000 00.0% — 不变
VHT VANGUARD WORLD FD $1,8070.00%6 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $1,7940.00%21 00.0% — 不变
BITO PROSHARES TR $1,7070.00%214 10.5% $8 加仓
PPG PPG INDS INC $1,6990.00%14 00.0% — 不变
CINF CINCINNATI FINL CORP $1,6670.00%9 00.0% — 不变
FIG FIGMA INC $1,6650.00%92 00.0% — 不变
OPK OPKO HEALTH INC $1,6500.00%1,100 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC $1,5550.00%50 00.0% — 不变
— MFS INTER INCOME TR $1,5440.00%625 142.3% $35 加仓
XLB SELECT SECTOR SPDR TR $1,5150.00%30 00.0% — 不变
EFAV ISHARES TR $1,4920.00%17 00.0% — 不变
RAL RALLIANT CORP $1,4790.00%20 00.0% — 不变
PZZA PAPA JOHNS INTL INC $1,4660.00%40 12.6% $37 加仓
SNPS SYNOPSYS INC $1,3390.00%3 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $1,3000.00%281 51.8% $23 加仓
SOUN SOUNDHOUND AI INC $1,2940.00%200 00.0% — 不变
NOK NOKIA CORP $1,2500.00%94 3354.1% $439 加仓
XAR SPDR SERIES TRUST $1,1370.00%4 00.0% — 不变
HAUZ DBX ETF TR $1,0990.00%49 00.0% — 不变
GRAL GRAIL INC $1,0930.00%16 00.0% — 不变
GTX GARRETT MOTION INC $1,0870.00%30 00.0% — 不变
VNT VONTIER CORPORATION $1,0630.00%37 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $1,0590.00%4 00.0% — 不变
ONEQ FIDELITY COMWLTH TR $1,0350.00%10 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $1,0130.00%16 00.0% — 不变
STZ CONSTELLATION BRANDS INC $9740.00%7 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $9190.00%4 00.0% — 不变
PNR PENTAIR PLC $8970.00%12 -11-47.8% -$822 减仓
— BEYOND AIR INC $8920.00%2,000 00.0% — 不变
BF/B BROWN FORMAN CORP $8530.00%32 00.0% — 不变
WSO WATSCO INC $8340.00%2 00.0% — 不变
WAT WATERS CORP $7510.00%2 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $7010.00%2 00.0% — 不变
ZTS ZOETIS INC $6470.00%9 00.0% — 不变
VYX NCR VOYIX CORPORATION $6460.00%79 1727.4% $139 加仓
LLYVK LIBERTY LIVE HOLDINGS INC $6340.00%6 00.0% — 不变
GM GENERAL MTRS CO $5400.00%7 00.0% — 不变
ASIX ADVANSIX INC $4860.00%24 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $4740.00%14 00.0% — 不变
MBB ISHARES TR $4730.00%5 00.0% — 不变
EXEL EXELIXIS INC $4360.00%8 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $3980.00%1 00.0% — 不变
EXC EXELON CORP $2880.00%6 00.0% — 不变
VXUS VANGUARD STAR FDS $2640.00%3 00.0% — 不变
AGIX KRANESHARES TRUST $2350.00%5 5— $235 新建仓
DKS DICKS SPORTING GOODS INC $2310.00%1 00.0% — 不变
IEO ISHARES TR $2280.00%2 00.0% — 不变
BATRK ATLANTA BRAVES HLDGS INC $2080.00%4 00.0% — 不变
KLAR KLARNA GROUP PLC $2030.00%10 00.0% — 不变
PXH INVESCO EXCH TRADED FD TR II $840.00%3 00.0% — 不变
ADNT ADIENT PLC $700.00%4 -4-50.0% -$70 减仓
— LOANDEPOT INC $570.00%45 00.0% — 不变
— SCILEX HOLDING CO $320.00%4 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $240.00%3 00.0% — 不变
EMBC EMBECTA CORP $80.00%2 00.0% — 不变
— SKYE BIOSCIENCE INC $10.00%1 00.0% — 不变
— ENGENE HOLDINGS INC $00.00%0 -11,000-100.0% -$7.49万 清仓
ILMN ILLUMINA INC $00.00%0 -500-100.0% -$6.16万 清仓