Pacific Excel Wealth Advisors, Inc.
WALNUT CREEK CA · SEC CIK 0002110884
$2.58亿2026Q2 申报市值
228持仓数
32.1%前十大占比 · 第一大 4.7%
184 / 96新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVDE 新建仓+$1,181.12万
VEA 加仓+$1,176.47万
AVEM 加仓+$905.41万
SMMD 新建仓+$824.55万
SPEM 加仓+$767.97万
2026Q2 卖出最多 按季末市值估算
FTCB 清仓-$344.56万
MGK 清仓-$297.60万
TDIV 清仓-$241.88万
MGV 清仓-$215.87万
CVX 减仓-$189.10万
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $20.03万 | 0.08% | 741 | 741 | — | $20.03万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $20.12万 | 0.08% | 3,985 | 3,985 | — | $20.12万 | 新建仓 |
| IWF | ISHARES TR | $20.18万 | 0.08% | 1,625 | 1,625 | — | $20.18万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $20.57万 | 0.08% | 1,300 | 1,300 | — | $20.57万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $20.60万 | 0.08% | 4,314 | 4,314 | — | $20.60万 | 新建仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $20.66万 | 0.08% | 1,056 | 1,056 | — | $20.66万 | 新建仓 |
| HLN | HALEON PLC | $20.85万 | 0.08% | 22,348 | 22,348 | — | $20.85万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $20.89万 | 0.08% | 9,363 | 9,363 | — | $20.89万 | 新建仓 |
| BYLD | ISHARES TR | $21.10万 | 0.08% | 9,314 | 9,314 | — | $21.10万 | 新建仓 |
| COP | CONOCOPHILLIPS | $21.18万 | 0.08% | 2,037 | 2,037 | — | $21.18万 | 新建仓 |
| IJH | ISHARES TR | $21.19万 | 0.08% | 2,748 | 2,748 | — | $21.19万 | 新建仓 |
| AON | AON PLC | $21.23万 | 0.08% | 640 | 640 | — | $21.23万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $21.35万 | 0.08% | 4,236 | -1,995 | -32.0% | -$10.05万 | 减仓 |
| WELL | WELLTOWER INC | $21.56万 | 0.08% | 950 | 950 | — | $21.56万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $21.65万 | 0.08% | 5,114 | 5,114 | — | $21.65万 | 新建仓 |
| ARKF | ARK ETF TR | $21.82万 | 0.08% | 5,530 | 5,530 | — | $21.82万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.07万 | 0.09% | 623 | 623 | — | $22.07万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $22.08万 | 0.09% | 542 | 542 | — | $22.08万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $22.12万 | 0.09% | 654 | 654 | — | $22.12万 | 新建仓 |
| EBAY | EBAY INC. | $22.23万 | 0.09% | 1,989 | 1,989 | — | $22.23万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $22.27万 | 0.09% | 665 | 665 | — | $22.27万 | 新建仓 |
| EFG | ISHARES TR | $22.27万 | 0.09% | 1,790 | 1,790 | — | $22.27万 | 新建仓 |
| IJR | ISHARES TR | $22.47万 | 0.09% | 1,515 | 1,515 | — | $22.47万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $22.54万 | 0.09% | 2,616 | 2,616 | — | $22.54万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $22.67万 | 0.09% | 604 | 604 | — | $22.67万 | 新建仓 |
| AMGN | AMGEN INC | $22.78万 | 0.09% | 629 | 629 | — | $22.78万 | 新建仓 |
| CSX | CSX CORP | $22.81万 | 0.09% | 4,799 | 4,799 | — | $22.81万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $22.85万 | 0.09% | 1,912 | 1,912 | — | $22.85万 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC | $22.92万 | 0.09% | 2,323 | 2,323 | — | $22.92万 | 新建仓 |
| DIOD | DIODES INC | $23.12万 | 0.09% | 2,113 | 2,113 | — | $23.12万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $23.18万 | 0.09% | 862 | 862 | — | $23.18万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $23.19万 | 0.09% | 2,096 | 2,096 | — | $23.19万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $23.22万 | 0.09% | 1,367 | 1,367 | — | $23.22万 | 新建仓 |
| KO | COCA COLA CO | $23.31万 | 0.09% | 2,868 | 2,868 | — | $23.31万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $23.39万 | 0.09% | 950 | 950 | — | $23.39万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.54万 | 0.09% | 5,218 | 5,218 | — | $23.54万 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $23.68万 | 0.09% | 4,562 | 4,562 | — | $23.68万 | 新建仓 |
| COHU | COHU INC | $23.75万 | 0.09% | 3,213 | 3,213 | — | $23.75万 | 新建仓 |
| QCOM | QUALCOMM INC | $24.24万 | 0.09% | 1,312 | 1,312 | — | $24.24万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $24.34万 | 0.09% | 3,249 | 3,249 | — | $24.34万 | 新建仓 |
| UNP | UNION PAC CORP | $24.45万 | 0.09% | 899 | 899 | — | $24.45万 | 新建仓 |
| FTNT | FORTINET INC | $24.82万 | 0.10% | 1,616 | 1,616 | — | $24.82万 | 新建仓 |
| IWD | ISHARES TR | $24.85万 | 0.10% | 1,025 | 1,025 | — | $24.85万 | 新建仓 |
| ROST | ROSS STORES INC | $25.03万 | 0.10% | 1,176 | 1,176 | — | $25.03万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $25.07万 | 0.10% | 985 | 985 | — | $25.07万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $25.66万 | 0.10% | 129 | 129 | — | $25.66万 | 新建仓 |
| ESGE | ISHARES INC | $25.88万 | 0.10% | 4,733 | 4,733 | — | $25.88万 | 新建仓 |
| NDSN | NORDSON CORP | $26.31万 | 0.10% | 872 | 872 | — | $26.31万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $26.35万 | 0.10% | 2,587 | 2,587 | — | $26.35万 | 新建仓 |
| GLW | CORNING INC | $26.49万 | 0.10% | 1,037 | 1,037 | — | $26.49万 | 新建仓 |
| ENS | ENERSYS | $26.73万 | 0.10% | 1,143 | 1,143 | — | $26.73万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $26.97万 | 0.10% | 5,338 | 5,338 | — | $26.97万 | 新建仓 |
| SONY | SONY GROUP CORP | $27.21万 | 0.11% | 13,563 | 13,563 | — | $27.21万 | 新建仓 |
| WRB | BERKLEY W R CORP | $27.46万 | 0.11% | 3,893 | 3,893 | — | $27.46万 | 新建仓 |
| WAB | WABTEC | $27.85万 | 0.11% | 1,033 | 1,033 | — | $27.85万 | 新建仓 |
| MRK | MERCK & CO INC | $27.85万 | 0.11% | 2,167 | 2,167 | — | $27.85万 | 新建仓 |
| IBMO | ISHARES TR | $27.90万 | 0.11% | 10,880 | 10,880 | — | $27.90万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $27.93万 | 0.11% | 819 | 819 | — | $27.93万 | 新建仓 |
| — | ISHARES TR | $28.18万 | 0.11% | 10,923 | 10,923 | — | $28.18万 | 新建仓 |
| IBMS | ISHARES TR | $28.20万 | 0.11% | 10,900 | 10,900 | — | $28.20万 | 新建仓 |
| IBMR | ISHARES TR | $28.23万 | 0.11% | 11,117 | 11,117 | — | $28.23万 | 新建仓 |
| — | ISHARES TR | $28.24万 | 0.11% | 11,138 | 11,138 | — | $28.24万 | 新建仓 |
| — | ISHARES TR | $28.28万 | 0.11% | 11,124 | 11,124 | — | $28.28万 | 新建仓 |
| — | ISHARES TR | $28.29万 | 0.11% | 11,124 | 11,124 | — | $28.29万 | 新建仓 |
| IBMP | ISHARES TR | $28.31万 | 0.11% | 11,136 | 11,136 | — | $28.31万 | 新建仓 |
| IBMQ | ISHARES TR | $28.32万 | 0.11% | 11,073 | 11,073 | — | $28.32万 | 新建仓 |
| NPO | ENPRO INC | $28.37万 | 0.11% | 753 | 753 | — | $28.37万 | 新建仓 |
| — | ISHARES TR | $28.44万 | 0.11% | 11,287 | 11,287 | — | $28.44万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $28.79万 | 0.11% | 6,325 | 6,325 | — | $28.79万 | 新建仓 |
| XJH | ISHARES TR | $28.85万 | 0.11% | 5,532 | 5,532 | — | $28.85万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $28.92万 | 0.11% | 1,029 | 1,029 | — | $28.92万 | 新建仓 |
| SHYG | ISHARES TR | $29.13万 | 0.11% | 6,869 | -7,906 | -53.5% | -$33.53万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $29.82万 | 0.12% | 852 | 852 | — | $29.82万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $30.19万 | 0.12% | 4,967 | -20,175 | -80.2% | -$122.64万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.39万 | 0.12% | 407 | -318 | -43.9% | -$23.75万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $30.80万 | 0.12% | 933 | 933 | — | $30.80万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $30.82万 | 0.12% | 5,741 | 5,741 | — | $30.82万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.85万 | 0.12% | 1,450 | 1,450 | — | $30.85万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $31.00万 | 0.12% | 1,375 | 1,375 | — | $31.00万 | 新建仓 |
| ESML | ISHARES TR | $31.02万 | 0.12% | 5,546 | 5,546 | — | $31.02万 | 新建仓 |
| IUSV | ISHARES TR | $31.19万 | 0.12% | 2,832 | 2,832 | — | $31.19万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $31.34万 | 0.12% | 600 | 600 | — | $31.34万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $31.37万 | 0.12% | 1,053 | 1,053 | — | $31.37万 | 新建仓 |
| VMC | VULCAN MATLS CO | $31.45万 | 0.12% | 1,066 | 1,066 | — | $31.45万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $31.47万 | 0.12% | 1,109 | 1,109 | — | $31.47万 | 新建仓 |
| ALLE | ALLEGION PLC | $31.53万 | 0.12% | 2,244 | 2,244 | — | $31.53万 | 新建仓 |
| MDT | MEDTRONIC PLC | $31.92万 | 0.12% | 4,080 | 4,080 | — | $31.92万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.41万 | 0.13% | 2,778 | 2,778 | — | $32.41万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $32.53万 | 0.13% | 6,238 | 6,238 | — | $32.53万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $32.94万 | 0.13% | 494 | 494 | — | $32.94万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $33.17万 | 0.13% | 2,001 | -11,406 | -85.1% | -$189.10万 | 减仓 |
| VPU | VANGUARD WORLD FD | $33.27万 | 0.13% | 1,700 | 1,700 | — | $33.27万 | 新建仓 |
| ALL | ALLSTATE CORP | $33.50万 | 0.13% | 1,408 | 1,408 | — | $33.50万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $33.52万 | 0.13% | 1,411 | 1,411 | — | $33.52万 | 新建仓 |
| IUSG | ISHARES TR | $33.57万 | 0.13% | 1,785 | 1,785 | — | $33.57万 | 新建仓 |
| IJJ | ISHARES TR | $33.78万 | 0.13% | 2,287 | 2,287 | — | $33.78万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $33.94万 | 0.13% | 1,002 | 1,002 | — | $33.94万 | 新建仓 |
| ORCL | ORACLE CORP | $34.51万 | 0.13% | 2,355 | 2,355 | — | $34.51万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.23万 | 0.14% | 886 | 384 | 76.5% | $15.27万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $36.16万 | 0.14% | 970 | 970 | — | $36.16万 | 新建仓 |