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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $22.54万 | 0.09% | 2,616 | 2,616 | — | $22.54万 | 新建仓 |
| IJR | ISHARES TR | $22.47万 | 0.09% | 1,515 | 1,515 | — | $22.47万 | 新建仓 |
| EFG | ISHARES TR | $22.27万 | 0.09% | 1,790 | 1,790 | — | $22.27万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $22.27万 | 0.09% | 665 | 665 | — | $22.27万 | 新建仓 |
| EBAY | EBAY INC. | $22.23万 | 0.09% | 1,989 | 1,989 | — | $22.23万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $22.12万 | 0.09% | 654 | 654 | — | $22.12万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $22.08万 | 0.09% | 542 | 542 | — | $22.08万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.07万 | 0.09% | 623 | 623 | — | $22.07万 | 新建仓 |
| ARKF | ARK ETF TR | $21.82万 | 0.08% | 5,530 | 5,530 | — | $21.82万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $21.65万 | 0.08% | 5,114 | 5,114 | — | $21.65万 | 新建仓 |
| WELL | WELLTOWER INC | $21.56万 | 0.08% | 950 | 950 | — | $21.56万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $21.35万 | 0.08% | 4,236 | -1,995 | -32.0% | -$10.05万 | 减仓 |
| AON | AON PLC | $21.23万 | 0.08% | 640 | 640 | — | $21.23万 | 新建仓 |
| IJH | ISHARES TR | $21.19万 | 0.08% | 2,748 | 2,748 | — | $21.19万 | 新建仓 |
| COP | CONOCOPHILLIPS | $21.18万 | 0.08% | 2,037 | 2,037 | — | $21.18万 | 新建仓 |
| BYLD | ISHARES TR | $21.10万 | 0.08% | 9,314 | 9,314 | — | $21.10万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $20.89万 | 0.08% | 9,363 | 9,363 | — | $20.89万 | 新建仓 |
| HLN | HALEON PLC | $20.85万 | 0.08% | 22,348 | 22,348 | — | $20.85万 | 新建仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $20.66万 | 0.08% | 1,056 | 1,056 | — | $20.66万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $20.60万 | 0.08% | 4,314 | 4,314 | — | $20.60万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $20.57万 | 0.08% | 1,300 | 1,300 | — | $20.57万 | 新建仓 |
| IWF | ISHARES TR | $20.18万 | 0.08% | 1,625 | 1,625 | — | $20.18万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $20.12万 | 0.08% | 3,985 | 3,985 | — | $20.12万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.03万 | 0.08% | 741 | 741 | — | $20.03万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $16.83万 | 0.07% | 15,785 | 15,785 | — | $16.83万 | 新建仓 |
| — | ADVISORSHARES TR | $11.09万 | 0.04% | 33,100 | 33,100 | — | $11.09万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $10.79万 | 0.04% | 21,626 | 21,626 | — | $10.79万 | 新建仓 |
| — | GOLDMINING INC | $2.72万 | 0.01% | 30,000 | 30,000 | — | $2.72万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -164,390 | -100.0% | -$344.56万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -40,495 | -100.0% | -$297.60万 | 清仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -25,825 | -100.0% | -$241.88万 | 清仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -14,893 | -100.0% | -$215.87万 | 清仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -48,024 | -100.0% | -$185.25万 | 清仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -48,436 | -100.0% | -$164.90万 | 清仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -31,163 | -100.0% | -$155.22万 | 清仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -80,875 | -100.0% | -$153.18万 | 清仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -16,139 | -100.0% | -$149.04万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -21,045 | -100.0% | -$143.70万 | 清仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -51,505 | -100.0% | -$138.34万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,890 | -100.0% | -$137.84万 | 清仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -65,437 | -100.0% | -$135.78万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,581 | -100.0% | -$133.62万 | 清仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,429 | -100.0% | -$129.11万 | 清仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -26,360 | -100.0% | -$123.97万 | 清仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -12,656 | -100.0% | -$110.02万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -10,845 | -100.0% | -$109.07万 | 清仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -35,240 | -100.0% | -$105.56万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -3,121 | -100.0% | -$105.48万 | 清仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -24,184 | -100.0% | -$105.42万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -10,225 | -100.0% | -$94.85万 | 清仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,031 | -100.0% | -$87.06万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -34,841 | -100.0% | -$86.44万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,777 | -100.0% | -$82.08万 | 清仓 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -15,485 | -100.0% | -$79.33万 | 清仓 |
| CORO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -24,128 | -100.0% | -$77.58万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -4,150 | -100.0% | -$76.49万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | -10,616 | -100.0% | -$72.69万 | 清仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -23,438 | -100.0% | -$69.80万 | 清仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -9,342 | -100.0% | -$67.82万 | 清仓 |
| BAR | GRANITESHARES GOLD TR | $0 | 0.00% | 0 | -14,351 | -100.0% | -$66.20万 | 清仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -11,961 | -100.0% | -$65.32万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -7,252 | -100.0% | -$63.93万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -11,557 | -100.0% | -$60.74万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -12,698 | -100.0% | -$59.62万 | 清仓 |
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -17,995 | -100.0% | -$59.29万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -28,397 | -100.0% | -$57.96万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -5,034 | -100.0% | -$56.42万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,834 | -100.0% | -$55.85万 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -15,378 | -100.0% | -$55.70万 | 清仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -25,668 | -100.0% | -$55.37万 | 清仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -3,231 | -100.0% | -$52.85万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,025 | -100.0% | -$52.12万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -6,113 | -100.0% | -$50.47万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -6,336 | -100.0% | -$44.88万 | 清仓 |
| SPTM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,619 | -100.0% | -$44.43万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -3,699 | -100.0% | -$43.87万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -1,014 | -100.0% | -$43.63万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,406 | -100.0% | -$42.50万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -7,869 | -100.0% | -$41.88万 | 清仓 |
| BLCR | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -9,870 | -100.0% | -$40.53万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -7,928 | -100.0% | -$39.67万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -4,897 | -100.0% | -$38.96万 | 清仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -9,184 | -100.0% | -$37.26万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,846 | -100.0% | -$35.69万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -1,261 | -100.0% | -$34.70万 | 清仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,476 | -100.0% | -$34.32万 | 清仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,037 | -100.0% | -$33.64万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -7,379 | -100.0% | -$32.99万 | 清仓 |
| PNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,728 | -100.0% | -$31.58万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -18,218 | -100.0% | -$31.55万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -625 | -100.0% | -$27.91万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,494 | -100.0% | -$27.53万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -2,304 | -100.0% | -$27.33万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -2,588 | -100.0% | -$26.07万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,831 | -100.0% | -$25.76万 | 清仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,276 | -100.0% | -$25.58万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -4,532 | -100.0% | -$25.52万 | 清仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,656 | -100.0% | -$25.40万 | 清仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,793 | -100.0% | -$25.31万 | 清仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,529 | -100.0% | -$25.29万 | 清仓 |