13F 机构持仓

Pacific Park Financial, Inc.

LAGINA HILLS CA · SEC CIK 0002107255

2026Q22026Q1 更早 9 个季度 🔒
$1.72亿2026Q2 申报市值
77持仓数
58.2%前十大占比 · 第一大 16.1%
6 / 3新建仓 / 清仓
申报市值走势$1.72亿2026Q2
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

VTI 16.1%
DIMENSIONAL ET 9.2%
SCHZ 8.8%
VT 7.1%
BSV 3.9%
IAU 3.2%
PTLC 3.0%
AGG 2.5%
IEI 2.3%
SCHB 2.2%

2026Q2 买入最多 按季末市值估算

DIMENSIONAL ETF 新建仓+$1,588.85万
MSFT 加仓+$227.69万
DIMENSIONAL ETF 加仓+$105.33万
DGRO 加仓+$102.91万
BSV 加仓+$73.51万

2026Q2 卖出最多 按季末市值估算

VT 减仓-$566.64万
VTI 减仓-$488.75万
VEA 减仓-$167.34万
IXUS 减仓-$146.89万
SCHB 减仓-$76.01万

2026Q2 持仓明细 点表头排序

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
VTI VANGUARD INDEX FDS $2,767.79万16.07%74,797 -13,208-15.0% -$488.75万 减仓
— DIMENSIONAL ETF TRUST $1,588.85万9.22%358,171 358,171— $1,588.85万 新建仓
SCHZ SCHWAB STRATEGIC TR $1,522.41万8.84%658,197 -7,496-1.1% -$17.34万 减仓
VT VANGUARD INTL EQUITY INDEX F $1,223.54万7.10%77,957 -36,103-31.7% -$566.64万 减仓
BSV VANGUARD BD INDEX FDS $663.55万3.85%85,169 9,43512.5% $73.51万 加仓
IAU ISHARES GOLD TR $557.35万3.24%73,812 -387-0.5% -$2.92万 减仓
PTLC PACER FDS TR $509.48万2.96%87,449 3600.4% $2.10万 加仓
AGG ISHARES TR $428.47万2.49%43,288 2,4966.1% $24.71万 加仓
IEI ISHARES TR $388.82万2.26%33,105 1,7265.5% $20.27万 加仓
SCHB SCHWAB STRATEGIC TR $375.29万2.18%129,590 -26,245-16.8% -$76.01万 减仓
BIV VANGUARD BD INDEX FDS $344.59万2.00%44,927 1,2662.9% $9.71万 加仓
IJH ISHARES TR $340.05万1.97%44,099 -4,951-10.1% -$38.18万 减仓
VCSH VANGUARD SCOTTSDALE FDS $329.83万1.91%41,735 -800-1.9% -$6.32万 减仓
IXUS ISHARES TR $326.90万1.90%34,252 -15,391-31.0% -$146.89万 减仓
VOO VANGUARD INDEX FDS $310.30万1.80%4,518 -181-3.9% -$12.43万 减仓
VGSH VANGUARD SCOTTSDALE FDS $296.46万1.72%50,939 9,61423.3% $55.95万 加仓
— DIMENSIONAL ETF TRUST $289.39万1.68%74,605 27,15457.2% $105.33万 加仓
VXUS VANGUARD STAR FDS $274.04万1.59%32,055 -7,149-18.2% -$61.12万 减仓
MSFT MICROSOFT CORP $266.19万1.55%7,136 6,104591.5% $227.69万 加仓
VEA VANGUARD TAX-MANAGED FDS $244.37万1.42%34,297 -23,487-40.6% -$167.34万 减仓
DGRO ISHARES TR $223.08万1.29%29,434 13,57885.6% $102.91万 加仓
IVV ISHARES TR $214.63万1.25%2,866 -265-8.5% -$19.85万 减仓
SGOV ISHARES TR $179.59万1.04%17,839 2,93419.7% $29.54万 加仓
PJAN INNOVATOR ETFS TRUST $169.74万0.99%34,297 -431-1.2% -$2.13万 减仓
VO VANGUARD INDEX FDS $146.23万0.85%18,150 4,69834.9% $37.85万 加仓
BIL SPDR SERIES TRUST $145.97万0.85%15,929 4873.2% $4.46万 加仓
IWR ISHARES TR $144.65万0.84%13,112 9447.8% $10.41万 加仓
SHY ISHARES TR $143.73万0.83%17,505 2,64817.8% $21.74万 加仓
SPTS SPDR SERIES TRUST $134.75万0.78%46,448 3,3737.8% $9.79万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $133.96万0.78%23,718 9464.2% $5.34万 加仓
JAAA JANUS DETROIT STR TR $114.97万0.67%22,771 -2,660-10.5% -$13.43万 减仓
IWB ISHARES TR $113.84万0.66%2,780 -753-21.3% -$30.84万 减仓
LLY ELI LILLY & CO $107.95万0.63%900 00.0% — 不变
PSEP INNOVATOR ETFS TRUST $99.38万0.58%21,581 -2,183-9.2% -$10.05万 减仓
MU MICRON TECHNOLOGY INC $91.88万0.53%796 -4-0.5% -$4,617 减仓
PMAR INNOVATOR ETFS TRUST $91.65万0.53%19,185 -1,188-5.8% -$5.68万 减仓
ITOT ISHARES TR $89.79万0.52%5,466 -688-11.2% -$11.30万 减仓
FNDF SCHWAB STRATEGIC TR $85.10万0.49%16,130 -12,802-44.2% -$67.54万 减仓
PJUN INNOVATOR ETFS TRUST $84.88万0.49%19,635 -260-1.3% -$1.12万 减仓
SPDW SPDR INDEX SHS FDS $76.27万0.44%15,136 1,45610.6% $7.34万 加仓
VBR VANGUARD INDEX FDS $76.18万0.44%3,135 1,24866.1% $30.33万 加仓
IGSB ISHARES TR $75.05万0.44%14,319 -1,495-9.5% -$7.84万 减仓
QQQ INVESCO QQQ TR $71.65万0.42%973 00.0% — 不变
PAPR INNOVATOR ETFS TRUST $71.19万0.41%16,869 -1,557-8.5% -$6.57万 减仓
POCT INNOVATOR ETFS TRUST $67.84万0.39%14,618 -365-2.4% -$1.69万 减仓
XLK SELECT SECTOR SPDR TR $60.76万0.35%3,189 -68-2.1% -$1.30万 减仓
AAPL APPLE INC $59.20万0.34%2,046 -20-1.0% -$5,787 减仓
SPSB SPDR SERIES TRUST $57.89万0.34%19,289 -2,158-10.1% -$6.48万 减仓
VTEB VANGUARD MUN BD FDS $54.86万0.32%10,846 -966-8.2% -$4.89万 减仓
SCHO SCHWAB STRATEGIC TR $52.52万0.30%21,755 -2,501-10.3% -$6.04万 减仓
EMXC ISHARES INC $51.77万0.30%5,061 -492-8.9% -$5.03万 减仓
HD HOME DEPOT INC $51.03万0.30%1,447 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $48.84万0.28%10,085 -2,459-19.6% -$11.91万 减仓
QYLD GLOBAL X FDS $46.74万0.27%25,360 12,17092.3% $22.43万 加仓
QTUM ETF SER SOLUTIONS $46.01万0.27%2,782 -226-7.5% -$3.74万 减仓
SGOL ETFS GOLD TR $45.83万0.27%11,988 -20-0.2% -$765 减仓
PANW PALO ALTO NETWORKS INC $44.64万0.26%1,309 1,309— $44.64万 新建仓
SCHX SCHWAB STRATEGIC TR $44.19万0.26%15,016 -4,159-21.7% -$12.24万 减仓
SCHA SCHWAB STRATEGIC TR $42.22万0.25%11,685 3,57144.0% $12.90万 加仓
PDEC INNOVATOR ETFS TRUST $42.03万0.24%9,158 -250-2.7% -$1.15万 减仓
AMGN AMGEN INC $38.89万0.23%1,074 1,074— $38.89万 新建仓
PNOV INNOVATOR ETFS TRUST $37.18万0.22%8,383 -444-5.0% -$1.97万 减仓
VOE VANGUARD INDEX FDS $34.24万0.20%1,733 1,733— $34.24万 新建仓
SPYM SPDR SERIES TRUST $33.82万0.20%3,848 -574-13.0% -$5.04万 减仓
VGT VANGUARD WORLD FD $31.46万0.18%2,632 00.0% — 不变
VB VANGUARD INDEX FDS $29.46万0.17%972 972— $29.46万 新建仓
PMAY INNOVATOR ETFS TRUST $28.15万0.16%6,816 -991-12.7% -$4.09万 减仓
ABBV ABBVIE INC $27.93万0.16%1,110 -62-5.3% -$1.56万 减仓
PAUG INNOVATOR ETFS TRUST $26.01万0.15%5,700 -236-4.0% -$1.08万 减仓
PFEB INNOVATOR ETFS TRUST $25.75万0.15%5,981 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $25.54万0.15%273 3715.7% $3.46万 加仓
SMH VANECK ETF TRUST $25.45万0.15%388 -324-45.5% -$21.25万 重新持有
MLPX GLOBAL X FDS $24.84万0.14%3,372 -570-14.5% -$4.20万 减仓
TFI SPDR SERIES TRUST $24.11万0.14%5,265 51510.8% $2.36万 加仓
PJUL INNOVATOR ETFS TRUST $22.57万0.13%4,624 -127-2.7% -$6,199 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $22.17万0.13%443 443— $22.17万 新建仓
PDBC INVESCO ACTVELY MNGD ETC FD $19.70万0.11%12,405 00.0% — 不变
DYNF BLACKROCK ETF TRUST $00.00%0 -6,387-100.0% -$37.16万 清仓
BL BLACKLINE INC $00.00%0 -6,726-100.0% -$24.89万 清仓
SIVR ABRDN SILVER ETF TRUST $00.00%0 -3,315-100.0% -$23.74万 清仓