13F 机构持仓

Pacific Park Financial, Inc.

LAGINA HILLS CA · SEC CIK 0002107255

2026Q22026Q1 更早 9 个季度 🔒
$1.53亿2026Q1 申报市值
73持仓数
60.4%前十大占比 · 第一大 18.4%
4 / 4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 18.4%
VT 10.3%
SCHZ 10.1%
IAU 4.3%
BSV 3.9%
PTLC 3.0%
IXUS 2.8%
AGG 2.6%
SCHB 2.6%
IEI 2.4%

2026Q1 买入最多 按季末市值估算

IEI 加仓+$194.86万
DIMENSIONAL ETF 新建仓+$166.27万
SCHZ 加仓+$59.64万
AGG 加仓+$52.20万
DGRO 加仓+$50.07万

2026Q1 卖出最多 按季末市值估算

VTI 减仓-$502.26万
VT 减仓-$408.64万
VOO 减仓-$76.49万
JEPI 减仓-$53.11万
SCHB 减仓-$43.66万

2026Q1 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 $2,823.29万18.43%88,005 -15,656-15.1% -$502.26万 减仓
VT VANGUARD INTL EQUITY INDEX F $1,577.68万10.30%114,060 -29,543-20.6% -$408.64万 减仓
SCHZ SCHWAB STRATEGIC TR $1,545.74万10.09%665,693 25,6854.0% $59.64万 加仓
IAU ISHARES GOLD TR $654.13万4.27%74,199 -1,209-1.6% -$10.66万 减仓
BSV VANGUARD BD INDEX FDS $593.83万3.88%75,734 4,7676.7% $37.38万 加仓
PTLC PACER FDS TR $456.87万2.98%87,089 -5,062-5.5% -$26.56万 减仓
IXUS ISHARES TR $430.11万2.81%49,643 1,6543.4% $14.33万 加仓
AGG ISHARES TR $404.94万2.64%40,792 5,25814.8% $52.20万 加仓
SCHB SCHWAB STRATEGIC TR $391.15万2.55%155,835 -17,393-10.0% -$43.66万 减仓
IEI ISHARES TR $372.15万2.43%31,379 16,430109.9% $194.86万 加仓
VEA VANGUARD TAX-MANAGED FDS $370.28万2.42%57,784 -737-1.3% -$4.72万 减仓
VCSH VANGUARD SCOTTSDALE FDS $337.17万2.20%42,535 1,2343.0% $9.78万 加仓
BIV VANGUARD BD INDEX FDS $336.98万2.20%43,661 3,9519.9% $30.49万 加仓
IJH ISHARES TR $331.23万2.16%49,050 4,78410.8% $32.31万 加仓
VXUS VANGUARD STAR FDS $302.30万1.97%39,204 1,3243.5% $10.21万 加仓
VOO VANGUARD INDEX FDS $280.79万1.83%4,699 -1,280-21.4% -$76.49万 减仓
VGSH VANGUARD SCOTTSDALE FDS $241.92万1.58%41,325 9692.4% $5.67万 加仓
IVV ISHARES TR $204.52万1.34%3,131 -564-15.3% -$36.84万 减仓
— DIMENSIONAL ETF TRUST $166.27万1.09%47,451 47,451— $166.27万 新建仓
PJAN INNOVATOR ETFS TRUST $160.20万1.05%34,728 7792.3% $3.59万 加仓
SGOV ISHARES TR $150.03万0.98%14,905 4,95949.9% $49.92万 加仓
FNDF SCHWAB STRATEGIC TR $141.56万0.92%28,932 2,1848.2% $10.69万 加仓
BIL SPDR SERIES TRUST $141.51万0.92%15,442 2,37518.2% $21.76万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $129.07万0.84%22,772 -9,371-29.2% -$53.11万 减仓
JAAA JANUS DETROIT STR TR $128.10万0.84%25,431 8,38449.2% $42.23万 加仓
IWB ISHARES TR $125.97万0.82%3,533 -364-9.3% -$12.98万 减仓
SPTS SPDR SERIES TRUST $125.69万0.82%43,075 -4,086-8.7% -$11.92万 减仓
SHY ISHARES TR $122.67万0.80%14,857 -403-2.6% -$3.33万 减仓
IWR ISHARES TR $118.31万0.77%12,168 1,90618.6% $18.53万 加仓
DGRO ISHARES TR $111.28万0.73%15,856 7,13481.8% $50.07万 加仓
PSEP INNOVATOR ETFS TRUST $102.33万0.67%23,764 -3,350-12.4% -$14.43万 减仓
VO VANGUARD INDEX FDS $96.58万0.63%3,363 87635.2% $25.16万 加仓
PMAR INNOVATOR ETFS TRUST $90.90万0.59%20,373 -1,636-7.4% -$7.30万 减仓
ITOT ISHARES TR $87.65万0.57%6,154 -398-6.1% -$5.67万 减仓
PJUN INNOVATOR ETFS TRUST $83.21万0.54%19,895 -1,109-5.3% -$4.64万 减仓
IGSB ISHARES TR $83.12万0.54%15,814 6,82175.8% $35.85万 加仓
LLY ELI LILLY & CO $82.78万0.54%900 00.0% — 不变
PAPR INNOVATOR ETFS TRUST $73.34万0.48%18,426 -168-0.9% -$6,686 减仓
POCT INNOVATOR ETFS TRUST $64.59万0.42%14,983 -1,062-6.6% -$4.58万 减仓
SPSB SPDR SERIES TRUST $64.49万0.42%21,447 -1,843-7.9% -$5.54万 减仓
SPDW SPDR INDEX SHS FDS $62.45万0.41%13,680 1,1529.2% $5.26万 加仓
BNDX VANGUARD CHARLOTTE FDS $60.27万0.39%12,544 4,26551.5% $20.49万 加仓
VTEB VANGUARD MUN BD FDS $58.93万0.38%11,812 930.8% $4,640 加仓
SCHO SCHWAB STRATEGIC TR $58.87万0.38%24,256 6,43436.1% $15.62万 加仓
QQQ INVESCO QQQ TR $56.16万0.37%973 -209-17.7% -$12.06万 减仓
SGOL ETFS GOLD TR $53.58万0.35%12,008 6085.3% $2.71万 加仓
AAPL APPLE INC $52.43万0.34%2,066 -44-2.1% -$1.12万 减仓
SCHX SCHWAB STRATEGIC TR $49.16万0.32%19,175 -8,205-30.0% -$21.04万 减仓
HD HOME DEPOT INC $47.59万0.31%1,447 00.0% — 不变
EMXC ISHARES INC $43.68万0.29%5,553 -409-6.9% -$3.22万 减仓
XLK SELECT SECTOR SPDR TR $43.29万0.28%3,257 -1,029-24.0% -$13.68万 减仓
VBR VANGUARD INDEX FDS $41.00万0.27%1,887 1,887— $41.00万 新建仓
PDEC INNOVATOR ETFS TRUST $39.98万0.26%9,408 -212-2.2% -$9,010 减仓
MSFT MICROSOFT CORP $38.20万0.25%1,032 1,032— $38.20万 新建仓
DYNF BLACKROCK ETF TRUST $37.16万0.24%6,387 -3,976-38.4% -$23.13万 减仓
PNOV INNOVATOR ETFS TRUST $36.07万0.24%8,827 -301-3.3% -$1.23万 减仓
SPYM SPDR SERIES TRUST $33.85万0.22%4,422 -3,018-40.6% -$23.10万 减仓
QTUM ETF SER SOLUTIONS $32.28万0.21%3,008 -1,126-27.2% -$12.08万 减仓
PMAY INNOVATOR ETFS TRUST $31.18万0.20%7,807 -1,019-11.5% -$4.07万 减仓
MLPX GLOBAL X FDS $29.15万0.19%3,942 -120-3.0% -$8,873 减仓
MU MICRON TECHNOLOGY INC $27.03万0.18%800 00.0% — 不变
ABBV ABBVIE INC $25.49万0.17%1,172 -57-4.6% -$1.24万 减仓
PAUG INNOVATOR ETFS TRUST $25.36万0.17%5,936 00.0% — 不变
BL BLACKLINE INC $24.89万0.16%6,726 00.0% — 不变
PFEB INNOVATOR ETFS TRUST $23.98万0.16%5,981 -2-0.0% -$80 减仓
SIVR ABRDN SILVER ETF TRUST $23.74万0.15%3,315 3,315— $23.74万 新建仓
SCHA SCHWAB STRATEGIC TR $23.60万0.15%8,114 79210.8% $2.30万 加仓
COST COSTCO WHOLESALE CORPORATION $23.52万0.15%236 -3-1.3% -$2,989 减仓
VGT VANGUARD WORLD FD $22.95万0.15%329 -14-4.1% -$9,768 减仓
QYLD GLOBAL X FDS $22.62万0.15%13,190 -80-0.6% -$1,372 减仓
PJUL INNOVATOR ETFS TRUST $21.84万0.14%4,751 -941-16.5% -$4.33万 减仓
TFI SPDR SERIES TRUST $21.54万0.14%4,750 -640-11.9% -$2.90万 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $21.49万0.14%12,405 -670-5.1% -$1.16万 减仓
SMH VANECK ETF TRUST $00.00%0 —— — 申报中断
BSCQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -11,770-100.0% -$23.04万 清仓
SUB ISHARES TR $00.00%0 -2,138-100.0% -$22.81万 清仓
IJK ISHARES TR $00.00%0 -2,286-100.0% -$22.15万 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 -1,072-100.0% -$20.54万 清仓