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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $263.61万 | 1.02% | 8,737 | 8,737 | — | $263.61万 | 新建仓 |
| IEFA | ISHARES TR | $276.38万 | 1.07% | 28,617 | 28,617 | — | $276.38万 | 新建仓 |
| AGG | ISHARES TR | $278.02万 | 1.08% | 28,089 | 28,089 | — | $278.02万 | 新建仓 |
| GOOGL | ALPHABET INC | $314.06万 | 1.22% | 8,788 | 7,311 | 495.0% | $261.27万 | 加仓 |
| GLDM | WORLD GOLD TR | $331.85万 | 1.28% | 41,784 | 41,784 | — | $331.85万 | 新建仓 |
| AVGO | BROADCOM INC | $339.27万 | 1.31% | 8,981 | 5,964 | 197.7% | $225.30万 | 加仓 |
| AMZN | AMAZON COM INC | $345.35万 | 1.34% | 14,490 | 10,111 | 230.9% | $240.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $392.36万 | 1.52% | 10,603 | 9,767 | 1,168.3% | $361.43万 | 加仓 |
| XPEL | XPEL INC | $405.74万 | 1.57% | 81,802 | 81,802 | — | $405.74万 | 新建仓 |
| USHY | ISHARES TR | $412.07万 | 1.59% | 111,311 | 111,311 | — | $412.07万 | 新建仓 |
| MSFT | MICROSOFT CORP | $441.73万 | 1.71% | 11,842 | 8,885 | 300.5% | $331.43万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $533.21万 | 2.06% | 205,477 | 205,477 | — | $533.21万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $535.50万 | 2.07% | 110,573 | 104,751 | 1,799.2% | $507.31万 | 加仓 |
| IVV | ISHARES TR | $593.93万 | 2.30% | 7,931 | 5,553 | 233.5% | $415.85万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $600.38万 | 2.32% | 68,319 | 56,861 | 496.3% | $499.69万 | 加仓 |
| EFA | ISHARES TR | $611.29万 | 2.37% | 58,846 | 58,846 | — | $611.29万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $684.17万 | 2.65% | 34,193 | 27,366 | 400.8% | $547.57万 | 加仓 |
| AAPL | APPLE INC | $698.67万 | 2.70% | 24,145 | 15,554 | 181.0% | $450.08万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $726.83万 | 2.81% | 314,239 | 314,239 | — | $726.83万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $794.81万 | 3.08% | 153,497 | 148,314 | 2,861.5% | $767.97万 | 加仓 |
| SMMD | ISHARES TR | $824.55万 | 3.19% | 89,987 | 89,987 | — | $824.55万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $976.79万 | 3.78% | 101,232 | 93,835 | 1,268.6% | $905.41万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,181.12万 | 4.57% | 132,413 | 132,413 | — | $1,181.12万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,201.96万 | 4.65% | 168,696 | 165,118 | 4,614.8% | $1,176.47万 | 加仓 |