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 |
|---|---|---|---|---|---|---|---|---|
| TLH | ISHARES TR | $26.07万 | 0.27% | 2,588 | 2,588 | — | $26.07万 | 新建仓 |
| TTE | TOTALENERGIES SE | $25.76万 | 0.27% | 2,831 | 2,831 | — | $25.76万 | 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 |
| CARR | CARRIER GLOBAL CORPORATION | $25.52万 | 0.27% | 4,532 | 4,532 | — | $25.52万 | 新建仓 |
| GE | GE AEROSPACE | $25.48万 | 0.27% | 898 | 898 | — | $25.48万 | 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 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $25.31万 | 0.27% | 4,793 | 4,793 | — | $25.31万 | 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 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $25.29万 | 0.27% | 4,475 | 4,475 | — | $25.29万 | 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 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $25.22万 | 0.27% | 5,010 | 5,010 | — | $25.22万 | 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 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $25.18万 | 0.26% | 4,716 | 4,716 | — | $25.18万 | 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 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $25.14万 | 0.26% | 4,987 | 4,987 | — | $25.14万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $25.13万 | 0.26% | 5,055 | 5,055 | — | $25.13万 | 新建仓 |
| MTUM | ISHARES TR | $25.08万 | 0.26% | 1,045 | 236 | 29.2% | $5.66万 | 加仓 |
| TLT | ISHARES TR | $24.76万 | 0.26% | 2,855 | -5,614 | -66.3% | -$48.68万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $24.72万 | 0.26% | 7,369 | 7,369 | — | $24.72万 | 新建仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $24.68万 | 0.26% | 4,876 | 4,876 | — | $24.68万 | 新建仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $24.51万 | 0.26% | 7,264 | 7,264 | — | $24.51万 | 新建仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $24.47万 | 0.26% | 6,765 | -854 | -11.2% | -$3.09万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $24.31万 | 0.26% | 5,183 | 171 | 3.4% | $8,022 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $23.49万 | 0.25% | 4,524 | 405 | 9.8% | $2.10万 | 加仓 |
| SMH | VANECK ETF TRUST | $23.39万 | 0.25% | 610 | 610 | — | $23.39万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.14万 | 0.24% | 502 | 502 | — | $23.14万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.93万 | 0.24% | 3,578 | 3,578 | — | $22.93万 | 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 |
| CB | CHUBB LTD SWITZ | $22.56万 | 0.24% | 692 | 692 | — | $22.56万 | 新建仓 |
| C | CITIGROUP INC | $21.92万 | 0.23% | 1,933 | 1,933 | — | $21.92万 | 新建仓 |
| NET | CLOUDFLARE INC | $21.58万 | 0.23% | 1,046 | 1,046 | — | $21.58万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.12万 | 0.22% | 625 | 625 | — | $21.12万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.88万 | 0.22% | 306 | 306 | — | $20.88万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $20.78万 | 0.22% | 2,024 | -17 | -0.8% | -$1,745 | 减仓 |
| ITOT | ISHARES TR | $20.49万 | 0.22% | 1,438 | 1,438 | — | $20.49万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.46万 | 0.22% | 4,196 | 4,196 | — | $20.46万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.40万 | 0.21% | 344 | 344 | — | $20.40万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $20.27万 | 0.21% | 4,525 | 4,525 | — | $20.27万 | 新建仓 |
| NFLX | NETFLIX INC. | $20.19万 | 0.21% | 2,100 | 2,100 | — | $20.19万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $12.62万 | 0.13% | 11,191 | 11,191 | — | $12.62万 | 新建仓 |
| 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 |