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 |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,983 | -100.0% | -$68.00万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,764 | -100.0% | -$32.44万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,574 | -100.0% | -$20.47万 | 清仓 |
| THIR | THOR FINL TECHNOLOGIES TR | $0 | 0.00% | 0 | -6,218 | -100.0% | -$20.31万 | 清仓 |
| SAN | BANCO SANTANDER SA | $12.62万 | 0.13% | 11,191 | 11,191 | — | $12.62万 | 新建仓 |
| NFLX | NETFLIX INC. | $20.19万 | 0.21% | 2,100 | 2,100 | — | $20.19万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $20.27万 | 0.21% | 4,525 | 4,525 | — | $20.27万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.40万 | 0.21% | 344 | 344 | — | $20.40万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.46万 | 0.22% | 4,196 | 4,196 | — | $20.46万 | 新建仓 |
| ITOT | ISHARES TR | $20.49万 | 0.22% | 1,438 | 1,438 | — | $20.49万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $20.78万 | 0.22% | 2,024 | -17 | -0.8% | -$1,745 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.88万 | 0.22% | 306 | 306 | — | $20.88万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.12万 | 0.22% | 625 | 625 | — | $21.12万 | 新建仓 |
| NET | CLOUDFLARE INC | $21.58万 | 0.23% | 1,046 | 1,046 | — | $21.58万 | 新建仓 |
| C | CITIGROUP INC | $21.92万 | 0.23% | 1,933 | 1,933 | — | $21.92万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $22.56万 | 0.24% | 692 | 692 | — | $22.56万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $22.63万 | 0.24% | 3,217 | 3,217 | — | $22.63万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.93万 | 0.24% | 3,578 | 3,578 | — | $22.93万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.14万 | 0.24% | 502 | 502 | — | $23.14万 | 新建仓 |
| SMH | VANECK ETF TRUST | $23.39万 | 0.25% | 610 | 610 | — | $23.39万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $23.49万 | 0.25% | 4,524 | 405 | 9.8% | $2.10万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $24.31万 | 0.26% | 5,183 | 171 | 3.4% | $8,022 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $24.47万 | 0.26% | 6,765 | -854 | -11.2% | -$3.09万 | 减仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $24.51万 | 0.26% | 7,264 | 7,264 | — | $24.51万 | 新建仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $24.68万 | 0.26% | 4,876 | 4,876 | — | $24.68万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $24.72万 | 0.26% | 7,369 | 7,369 | — | $24.72万 | 新建仓 |
| TLT | ISHARES TR | $24.76万 | 0.26% | 2,855 | -5,614 | -66.3% | -$48.68万 | 减仓 |
| MTUM | ISHARES TR | $25.08万 | 0.26% | 1,045 | 236 | 29.2% | $5.66万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $25.13万 | 0.26% | 5,055 | 5,055 | — | $25.13万 | 新建仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $25.14万 | 0.26% | 4,987 | 4,987 | — | $25.14万 | 新建仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $25.15万 | 0.26% | 4,597 | 4,597 | — | $25.15万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $25.18万 | 0.26% | 4,716 | 4,716 | — | $25.18万 | 新建仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $25.20万 | 0.26% | 4,866 | 4,866 | — | $25.20万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $25.22万 | 0.27% | 5,010 | 5,010 | — | $25.22万 | 新建仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $25.24万 | 0.27% | 5,293 | 5,293 | — | $25.24万 | 新建仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $25.29万 | 0.27% | 4,475 | 4,475 | — | $25.29万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $25.29万 | 0.27% | 4,529 | 4,529 | — | $25.29万 | 新建仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $25.31万 | 0.27% | 4,793 | 4,793 | — | $25.31万 | 新建仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $25.40万 | 0.27% | 5,656 | 5,656 | — | $25.40万 | 新建仓 |
| GE | GE AEROSPACE | $25.48万 | 0.27% | 898 | 898 | — | $25.48万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $25.52万 | 0.27% | 4,532 | 4,532 | — | $25.52万 | 新建仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $25.58万 | 0.27% | 5,276 | 5,276 | — | $25.58万 | 新建仓 |
| TTE | TOTALENERGIES SE | $25.76万 | 0.27% | 2,831 | 2,831 | — | $25.76万 | 新建仓 |
| TLH | ISHARES TR | $26.07万 | 0.27% | 2,588 | 2,588 | — | $26.07万 | 新建仓 |
| IEMG | ISHARES INC | $26.30万 | 0.28% | 3,770 | 3,770 | — | $26.30万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $26.82万 | 0.28% | 836 | 836 | — | $26.82万 | 新建仓 |
| SHOP | SHOPIFY INC | $27.33万 | 0.29% | 2,304 | 819 | 55.2% | $9.71万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $27.53万 | 0.29% | 4,494 | 4,494 | — | $27.53万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.91万 | 0.29% | 625 | 625 | — | $27.91万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $27.98万 | 0.29% | 5,822 | 5,822 | — | $27.98万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $28.44万 | 0.30% | 6,231 | -407 | -6.1% | -$1.86万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $29.22万 | 0.31% | 1,767 | 1,767 | — | $29.22万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $31.55万 | 0.33% | 18,218 | 4,326 | 31.1% | $7.49万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $31.58万 | 0.33% | 7,728 | 1,371 | 21.6% | $5.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.48万 | 0.34% | 326 | 326 | — | $32.48万 | 新建仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $32.99万 | 0.35% | 7,379 | 7,379 | — | $32.99万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $33.64万 | 0.35% | 3,037 | 967 | 46.7% | $10.71万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $34.32万 | 0.36% | 5,476 | 5,476 | — | $34.32万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $34.70万 | 0.36% | 1,261 | 504 | 66.6% | $13.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $35.69万 | 0.38% | 4,846 | 4,846 | — | $35.69万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $35.78万 | 0.38% | 1,216 | 387 | 46.7% | $11.39万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $37.26万 | 0.39% | 9,184 | 280 | 3.1% | $1.14万 | 加仓 |
| HYG | ISHARES TR | $38.96万 | 0.41% | 4,897 | 4,897 | — | $38.96万 | 新建仓 |
| IAGG | ISHARES TR | $39.67万 | 0.42% | 7,928 | 7,928 | — | $39.67万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $40.53万 | 0.43% | 9,870 | 9,870 | — | $40.53万 | 新建仓 |
| IGIB | ISHARES TR | $41.88万 | 0.44% | 7,869 | 7,869 | — | $41.88万 | 新建仓 |
| GOOGL | ALPHABET INC | $42.48万 | 0.45% | 1,477 | 514 | 53.4% | $14.78万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $42.50万 | 0.45% | 1,406 | 594 | 73.2% | $17.95万 | 加仓 |
| GLD | SPDR GOLD TR | $43.63万 | 0.46% | 1,014 | 491 | 93.9% | $21.13万 | 加仓 |
| IEI | ISHARES TR | $43.87万 | 0.46% | 3,699 | 3,699 | — | $43.87万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $44.43万 | 0.47% | 5,619 | 5,619 | — | $44.43万 | 新建仓 |
| SHLD | GLOBAL X FDS | $44.88万 | 0.47% | 6,336 | 6,336 | — | $44.88万 | 新建仓 |
| EFV | ISHARES TR | $45.38万 | 0.48% | 6,104 | -1,359 | -18.2% | -$10.10万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.15万 | 0.50% | 725 | 143 | 24.6% | $9.30万 | 加仓 |
| LLY | ELI LILLY & CO | $47.55万 | 0.50% | 517 | 176 | 51.6% | $16.19万 | 加仓 |
| ABBV | ABBVIE INC | $49.45万 | 0.52% | 2,273 | 17 | 0.8% | $3,698 | 加仓 |
| SHY | ISHARES TR | $50.47万 | 0.53% | 6,113 | 1,226 | 25.1% | $10.12万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $52.12万 | 0.55% | 2,025 | 772 | 61.6% | $19.87万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $52.85万 | 0.56% | 3,231 | 1,202 | 59.2% | $19.66万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $55.37万 | 0.58% | 25,668 | 11,666 | 83.3% | $25.16万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $55.70万 | 0.59% | 15,378 | 6,228 | 68.1% | $22.56万 | 加仓 |
| JNK | SPDR SERIES TRUST | $55.85万 | 0.59% | 5,834 | 3,374 | 137.2% | $32.30万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $56.42万 | 0.59% | 5,034 | 1,963 | 63.9% | $22.00万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $57.96万 | 0.61% | 28,397 | 5,288 | 22.9% | $10.79万 | 加仓 |
| QUAL | ISHARES TR | $58.67万 | 0.62% | 3,058 | 1,024 | 50.3% | $19.65万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $59.29万 | 0.62% | 17,995 | 7,710 | 75.0% | $25.40万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $59.60万 | 0.63% | 7,397 | -2,434 | -24.8% | -$19.61万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $59.62万 | 0.63% | 12,698 | 4,809 | 61.0% | $22.58万 | 加仓 |
| IGSB | ISHARES TR | $60.74万 | 0.64% | 11,557 | 2,418 | 26.5% | $12.71万 | 加仓 |
| AZN | ASTRAZENECA PLC | $61.22万 | 0.64% | 3,104 | 3,104 | — | $61.22万 | 新建仓 |
| ASML | ASML HLDG NV | $61.42万 | 0.65% | 465 | 171 | 58.2% | $22.59万 | 加仓 |
| SHYG | ISHARES TR | $62.51万 | 0.66% | 14,775 | 8,895 | 151.3% | $37.63万 | 加仓 |
| V | VISA INC | $63.38万 | 0.67% | 2,097 | 871 | 71.0% | $26.32万 | 加仓 |
| IAU | ISHARES GOLD TR | $63.93万 | 0.67% | 7,252 | 1,139 | 18.6% | $10.04万 | 加仓 |
| GOOG | ALPHABET INC | $65.15万 | 0.69% | 2,271 | 783 | 52.6% | $22.46万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $65.32万 | 0.69% | 11,961 | 5,144 | 75.5% | $28.09万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $66.20万 | 0.70% | 14,351 | 3,747 | 35.3% | $17.28万 | 加仓 |
| — | EXXON MOBIL CORP | $66.21万 | 0.70% | 3,902 | 1,840 | 89.2% | $31.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $66.34万 | 0.70% | 1,110 | 404 | 57.2% | $24.15万 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $67.82万 | 0.71% | 9,342 | 3,599 | 62.7% | $26.13万 | 加仓 |