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 |
|---|---|---|---|---|---|---|---|---|
| FJUN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,475 | -100.0% | -$25.29万 | 清仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,293 | -100.0% | -$25.24万 | 清仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,010 | -100.0% | -$25.22万 | 清仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,866 | -100.0% | -$25.20万 | 清仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,716 | -100.0% | -$25.18万 | 清仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,597 | -100.0% | -$25.15万 | 清仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,987 | -100.0% | -$25.14万 | 清仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,055 | -100.0% | -$25.13万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -1,045 | -100.0% | -$25.08万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,855 | -100.0% | -$24.76万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,369 | -100.0% | -$24.72万 | 清仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,876 | -100.0% | -$24.68万 | 清仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -7,264 | -100.0% | -$24.51万 | 清仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -6,765 | -100.0% | -$24.47万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -610 | -100.0% | -$23.39万 | 清仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -3,217 | -100.0% | -$22.63万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -692 | -100.0% | -$22.56万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,046 | -100.0% | -$21.58万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -306 | -100.0% | -$20.88万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,024 | -100.0% | -$20.78万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -1,438 | -100.0% | -$20.49万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -344 | -100.0% | -$20.40万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,525 | -100.0% | -$20.27万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -11,191 | -100.0% | -$12.62万 | 清仓 |