Pacific Excel Wealth Advisors, Inc.
WALNUT CREEK CA · SEC CIK 0002110884
$9,509.94万2026Q1 申报市值
140持仓数
23.7%前十大占比 · 第一大 3.6%
54 / 4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
FTCB 加仓+$145.52万
CVX 加仓+$133.58万
MGK 加仓+$115.60万
TDIV 加仓+$105.31万
AFLG 加仓+$104.85万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$68.00万
TLT 减仓-$48.68万
AZN 清仓-$32.44万
SKYY 清仓-$20.47万
THIR 清仓-$20.31万
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 |
|---|---|---|---|---|---|---|---|---|
| ILDR | FIRST TR EXCHNG TRADED FD VI | $69.80万 | 0.73% | 23,438 | 11,020 | 88.7% | $32.82万 | 加仓 |
| ACWX | ISHARES TR | $72.69万 | 0.76% | 10,616 | 10,616 | — | $72.69万 | 新建仓 |
| TSLA | TESLA INC | $73.72万 | 0.78% | 1,983 | 595 | 42.9% | $22.12万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $76.49万 | 0.80% | 4,150 | 1,566 | 60.6% | $28.86万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $77.58万 | 0.82% | 24,128 | 24,128 | — | $77.58万 | 新建仓 |
| USIG | ISHARES TR | $79.33万 | 0.83% | 15,485 | 6,229 | 67.3% | $31.91万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $82.08万 | 0.86% | 3,777 | 1,356 | 56.0% | $29.47万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $86.44万 | 0.91% | 34,841 | 14,669 | 72.7% | $36.39万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $87.06万 | 0.92% | 4,031 | 2,097 | 108.4% | $45.29万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $87.69万 | 0.92% | 11,458 | 1,116 | 10.8% | $8.54万 | 加仓 |
| AMZN | AMAZON COM INC | $91.20万 | 0.96% | 4,379 | 1,340 | 44.1% | $27.91万 | 加仓 |
| AVGO | BROADCOM INC | $93.38万 | 0.98% | 3,017 | 899 | 42.4% | $27.83万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $94.85万 | 1.00% | 10,225 | 4,252 | 71.2% | $39.44万 | 加仓 |
| META | META PLATFORMS INC | $104.53万 | 1.10% | 1,827 | 654 | 55.8% | $37.42万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $105.42万 | 1.11% | 24,184 | 10,890 | 81.9% | $47.47万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $105.48万 | 1.11% | 3,121 | 1,054 | 51.0% | $35.62万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $105.56万 | 1.11% | 35,240 | 20,348 | 136.6% | $60.95万 | 加仓 |
| MINT | PIMCO ETF TR | $109.07万 | 1.15% | 10,845 | 6,982 | 180.7% | $70.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $109.47万 | 1.15% | 2,957 | 1,087 | 58.1% | $40.24万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $110.02万 | 1.16% | 12,656 | 2,437 | 23.8% | $21.18万 | 加仓 |
| GOVT | ISHARES TR | $117.84万 | 1.24% | 51,436 | 27,984 | 119.3% | $64.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $119.06万 | 1.25% | 6,827 | 2,808 | 69.9% | $48.97万 | 加仓 |
| IVW | ISHARES TR | $123.62万 | 1.30% | 10,928 | 4,475 | 69.3% | $50.62万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $123.97万 | 1.30% | 26,360 | 11,529 | 77.7% | $54.22万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $129.11万 | 1.36% | 6,429 | 3,294 | 105.1% | $66.15万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $129.17万 | 1.36% | 22,202 | 6,130 | 38.1% | $35.66万 | 加仓 |
| BIL | SPDR SERIES TRUST | $133.62万 | 1.41% | 14,581 | 7,444 | 104.3% | $68.22万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $135.78万 | 1.43% | 65,437 | 30,659 | 88.2% | $63.62万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $137.84万 | 1.45% | 5,890 | 2,905 | 97.3% | $67.99万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $138.34万 | 1.45% | 51,505 | 22,311 | 76.4% | $59.93万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $142.25万 | 1.50% | 25,142 | 6,823 | 37.2% | $38.60万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $143.70万 | 1.51% | 21,045 | 6,823 | 48.0% | $46.59万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $149.04万 | 1.57% | 16,139 | 6,084 | 60.5% | $56.19万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $153.18万 | 1.61% | 80,875 | 25,540 | 46.2% | $48.37万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $155.22万 | 1.63% | 31,163 | 9,525 | 44.0% | $47.44万 | 加仓 |
| IVV | ISHARES TR | $155.45万 | 1.63% | 2,378 | 899 | 60.8% | $58.77万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $164.90万 | 1.73% | 48,436 | 22,557 | 87.2% | $76.80万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $185.25万 | 1.95% | 48,024 | 27,181 | 130.4% | $104.85万 | 加仓 |
| MGV | VANGUARD WORLD FD | $215.87万 | 2.27% | 14,893 | 6,061 | 68.6% | $87.85万 | 加仓 |
| AAPL | APPLE INC | $218.03万 | 2.29% | 8,591 | 551 | 6.9% | $13.98万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $241.88万 | 2.54% | 25,825 | 11,244 | 77.1% | $105.31万 | 加仓 |
| CVX | CHEVRON CORPORATION | $277.40万 | 2.92% | 13,407 | 6,456 | 92.9% | $133.58万 | 加仓 |
| MGK | VANGUARD WORLD FD | $297.60万 | 3.13% | 8,099 | 3,146 | 63.5% | $115.60万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $344.56万 | 3.62% | 164,390 | 69,428 | 73.1% | $145.52万 | 加仓 |