13F 机构持仓

Pacific Excel Wealth Advisors, Inc.

WALNUT CREEK CA · SEC CIK 0002110884

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.58亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FTCB 3.6%
MGK 3.1%
CVX 2.9%
TDIV 2.5%
AAPL 2.3%
MGV 2.3%
AFLG 1.9%
FTGS 1.7%
IVV 1.6%
LMBS 1.6%

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 23629.2% $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 1713.4% $8,022 加仓
BINC BLACKROCK ETF TRUST II $23.49万0.25%4,524 4059.8% $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 $00.00%0 -1,983-100.0% -$68.00万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,764-100.0% -$32.44万 清仓
SKYY FIRST TR EXCHANGE TRADED FD $00.00%0 -1,574-100.0% -$20.47万 清仓
THIR THOR FINL TECHNOLOGIES TR $00.00%0 -6,218-100.0% -$20.31万 清仓