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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,201.96万 | 4.65% | 168,696 | 165,118 | 4,614.8% | $1,176.47万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,181.12万 | 4.57% | 132,413 | 132,413 | — | $1,181.12万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $976.79万 | 3.78% | 101,232 | 93,835 | 1,268.6% | $905.41万 | 加仓 |
| SMMD | ISHARES TR | $824.55万 | 3.19% | 89,987 | 89,987 | — | $824.55万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $794.81万 | 3.08% | 153,497 | 148,314 | 2,861.5% | $767.97万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $726.83万 | 2.81% | 314,239 | 314,239 | — | $726.83万 | 新建仓 |
| AAPL | APPLE INC | $698.67万 | 2.70% | 24,145 | 15,554 | 181.0% | $450.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $684.17万 | 2.65% | 34,193 | 27,366 | 400.8% | $547.57万 | 加仓 |
| EFA | ISHARES TR | $611.29万 | 2.37% | 58,846 | 58,846 | — | $611.29万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $600.38万 | 2.32% | 68,319 | 56,861 | 496.3% | $499.69万 | 加仓 |
| IVV | ISHARES TR | $593.93万 | 2.30% | 7,931 | 5,553 | 233.5% | $415.85万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $535.50万 | 2.07% | 110,573 | 104,751 | 1,799.2% | $507.31万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $533.21万 | 2.06% | 205,477 | 205,477 | — | $533.21万 | 新建仓 |
| MSFT | MICROSOFT CORP | $441.73万 | 1.71% | 11,842 | 8,885 | 300.5% | $331.43万 | 加仓 |
| USHY | ISHARES TR | $412.07万 | 1.59% | 111,311 | 111,311 | — | $412.07万 | 新建仓 |
| XPEL | XPEL INC | $405.74万 | 1.57% | 81,802 | 81,802 | — | $405.74万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $392.36万 | 1.52% | 10,603 | 9,767 | 1,168.3% | $361.43万 | 加仓 |
| AMZN | AMAZON COM INC | $345.35万 | 1.34% | 14,490 | 10,111 | 230.9% | $240.99万 | 加仓 |
| AVGO | BROADCOM INC | $339.27万 | 1.31% | 8,981 | 5,964 | 197.7% | $225.30万 | 加仓 |
| GLDM | WORLD GOLD TR | $331.85万 | 1.28% | 41,784 | 41,784 | — | $331.85万 | 新建仓 |
| GOOGL | ALPHABET INC | $314.06万 | 1.22% | 8,788 | 7,311 | 495.0% | $261.27万 | 加仓 |
| AGG | ISHARES TR | $278.02万 | 1.08% | 28,089 | 28,089 | — | $278.02万 | 新建仓 |
| IEFA | ISHARES TR | $276.38万 | 1.07% | 28,617 | 28,617 | — | $276.38万 | 新建仓 |
| KLAC | KLA CORP | $263.61万 | 1.02% | 8,737 | 8,737 | — | $263.61万 | 新建仓 |
| EMB | ISHARES TR | $253.46万 | 0.98% | 26,282 | 26,282 | — | $253.46万 | 新建仓 |
| GOOG | ALPHABET INC | $252.38万 | 0.98% | 7,143 | 4,872 | 214.5% | $172.14万 | 加仓 |
| LLY | ELI LILLY & CO | $229.17万 | 0.89% | 1,911 | 1,394 | 269.6% | $167.17万 | 加仓 |
| VO | VANGUARD INDEX FDS | $214.16万 | 0.83% | 26,580 | 26,580 | — | $214.16万 | 新建仓 |
| IEMG | ISHARES INC | $194.54万 | 0.75% | 23,484 | 19,714 | 522.9% | $163.31万 | 加仓 |
| APH | AMPHENOL CORP | $192.68万 | 0.75% | 10,928 | 10,928 | — | $192.68万 | 新建仓 |
| WFC | WELLS FARGO & CO | $190.06万 | 0.74% | 22,998 | 22,998 | — | $190.06万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $186.02万 | 0.72% | 6,137 | 6,137 | — | $186.02万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $185.91万 | 0.72% | 27,649 | 27,649 | — | $185.91万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $179.28万 | 0.69% | 76,483 | 76,483 | — | $179.28万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $176.49万 | 0.68% | 1,529 | 904 | 144.6% | $104.35万 | 加仓 |
| BCI | ABRDN ETFS | $173.03万 | 0.67% | 77,454 | 77,454 | — | $173.03万 | 新建仓 |
| TSLA | TESLA INC | $170.43万 | 0.66% | 4,052 | 2,069 | 104.3% | $87.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $160.78万 | 0.62% | 3,213 | 3,213 | — | $160.78万 | 新建仓 |
| META | META PLATFORMS INC | $157.78万 | 0.61% | 2,801 | 974 | 53.3% | $54.86万 | 加仓 |
| NLR | VANECK ETF TRUST | $154.81万 | 0.60% | 13,348 | 13,348 | — | $154.81万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $153.90万 | 0.60% | 30,427 | 30,427 | — | $153.90万 | 新建仓 |
| RTX | RTX CORPORATION | $151.95万 | 0.59% | 8,009 | 8,009 | — | $151.95万 | 新建仓 |
| ABBV | ABBVIE INC | $143.36万 | 0.55% | 5,697 | 3,424 | 150.6% | $86.16万 | 加仓 |
| IWM | ISHARES TR | $142.44万 | 0.55% | 4,741 | 4,741 | — | $142.44万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $137.93万 | 0.53% | 3,473 | 3,473 | — | $137.93万 | 新建仓 |
| ETN | EATON CORP PLC | $134.19万 | 0.52% | 3,149 | 3,149 | — | $134.19万 | 新建仓 |
| MCK | MCKESSON CORP | $133.67万 | 0.52% | 1,769 | 1,769 | — | $133.67万 | 新建仓 |
| WMT | WALMART INC | $133.05万 | 0.51% | 11,747 | 11,747 | — | $133.05万 | 新建仓 |
| HD | HOME DEPOT INC | $133.03万 | 0.51% | 3,772 | 3,772 | — | $133.03万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $132.67万 | 0.51% | 4,451 | 4,451 | — | $132.67万 | 新建仓 |
| V | VISA INC | $122.30万 | 0.47% | 3,565 | 1,468 | 70.0% | $50.36万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $116.24万 | 0.45% | 2,797 | 2,797 | — | $116.24万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $115.25万 | 0.45% | 1,984 | 1,984 | — | $115.25万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $112.11万 | 0.43% | 3,425 | 2,209 | 181.7% | $72.31万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $111.14万 | 0.43% | 30,143 | 30,143 | — | $111.14万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $108.16万 | 0.42% | 1,496 | 1,496 | — | $108.16万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $106.01万 | 0.41% | 5,860 | 4,093 | 231.6% | $74.05万 | 加仓 |
| BA | BOEING CO | $105.12万 | 0.41% | 4,856 | 4,856 | — | $105.12万 | 新建仓 |
| EMR | EMERSON ELEC CO | $99.25万 | 0.38% | 6,933 | 6,933 | — | $99.25万 | 新建仓 |
| STT | STATE STR CORP | $98.69万 | 0.38% | 5,819 | 5,819 | — | $98.69万 | 新建仓 |
| IUSB | ISHARES TR | $98.50万 | 0.38% | 21,344 | 21,344 | — | $98.50万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $98.31万 | 0.38% | 972 | 972 | — | $98.31万 | 新建仓 |
| WMB | WILLIAMS COS INC | $97.82万 | 0.38% | 13,158 | 13,158 | — | $97.82万 | 新建仓 |
| EFV | ISHARES TR | $96.62万 | 0.37% | 12,622 | 6,518 | 106.8% | $49.90万 | 加仓 |
| — | EXXON MOBIL CORP | $92.06万 | 0.36% | 6,733 | 2,831 | 72.6% | $38.71万 | 加仓 |
| XVV | ISHARES TR | $88.98万 | 0.34% | 15,668 | 15,668 | — | $88.98万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $87.75万 | 0.34% | 26,359 | 26,359 | — | $87.75万 | 新建仓 |
| LOW | LOWES COS INC | $84.07万 | 0.33% | 3,813 | 3,813 | — | $84.07万 | 新建仓 |
| ASML | ASML HLDG NV | $81.08万 | 0.31% | 408 | -57 | -12.3% | -$11.33万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $81.00万 | 0.31% | 4,252 | 4,252 | — | $81.00万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $80.01万 | 0.31% | 6,852 | 6,852 | — | $80.01万 | 新建仓 |
| CAT | CATERPILLAR INC | $77.10万 | 0.30% | 724 | 724 | — | $77.10万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $74.97万 | 0.29% | 2,952 | 2,952 | — | $74.97万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $74.46万 | 0.29% | 796 | 470 | 144.2% | $43.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $73.49万 | 0.28% | 1,070 | -40 | -3.6% | -$2.75万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $73.08万 | 0.28% | 1,972 | 1,972 | — | $73.08万 | 新建仓 |
| INTC | INTEL CORP | $72.50万 | 0.28% | 5,192 | 5,192 | — | $72.50万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $71.89万 | 0.28% | 1,659 | 1,659 | — | $71.89万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $71.18万 | 0.28% | 3,008 | 3,008 | — | $71.18万 | 新建仓 |
| MO | ALTRIA GROUP INC | $70.99万 | 0.27% | 9,867 | 9,867 | — | $70.99万 | 新建仓 |
| MBB | ISHARES TR | $70.83万 | 0.27% | 7,494 | 7,494 | — | $70.83万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $69.80万 | 0.27% | 1,359 | 1,359 | — | $69.80万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $69.26万 | 0.27% | 8,102 | 8,102 | — | $69.26万 | 新建仓 |
| SBUX | STARBUCKS CORP | $66.16万 | 0.26% | 6,474 | 6,474 | — | $66.16万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.60万 | 0.23% | 3,708 | 3,708 | — | $58.60万 | 新建仓 |
| PEP | PEPSICO INC | $57.57万 | 0.22% | 4,252 | 4,252 | — | $57.57万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $57.28万 | 0.22% | 15,853 | 15,853 | — | $57.28万 | 新建仓 |
| GE | GE AEROSPACE | $57.22万 | 0.22% | 1,531 | 633 | 70.5% | $23.66万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $56.49万 | 0.22% | 6,491 | 6,491 | — | $56.49万 | 新建仓 |
| SYK | STRYKER CORPORATION | $56.20万 | 0.22% | 1,785 | 1,785 | — | $56.20万 | 新建仓 |
| IVE | ISHARES TR | $56.15万 | 0.22% | 2,473 | 2,473 | — | $56.15万 | 新建仓 |
| QUAL | ISHARES TR | $56.11万 | 0.22% | 2,558 | -500 | -16.4% | -$10.97万 | 减仓 |
| LII | LENNOX INTL INC | $55.92万 | 0.22% | 976 | 976 | — | $55.92万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $53.24万 | 0.21% | 723 | 723 | — | $53.24万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $52.12万 | 0.20% | 9,958 | 5,434 | 120.1% | $28.44万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $51.96万 | 0.20% | 7,640 | -14,562 | -65.6% | -$99.04万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $51.16万 | 0.20% | 1,232 | 1,232 | — | $51.16万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.08万 | 0.19% | 1,781 | 1,781 | — | $50.08万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $48.82万 | 0.19% | 3,329 | 3,329 | — | $48.82万 | 新建仓 |
| BAC | BANK OF AMER CORP | $47.74万 | 0.18% | 8,378 | 4,182 | 99.7% | $23.83万 | 加仓 |