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Pacific Excel Wealth Advisors, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Pacific Excel Wealth Advisors, Inc.

No.6268 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.58亿
环比变动 Q1 2026
+$1.63亿+171.7%
持仓股票数
228
新买入
182
加仓
34
减仓
12
清仓
94
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·FTSEVEA
4.65%0.24%$1,202.0万16.9万股$22.9万3,578股+16.5万股+4,614.81%加仓
AVANTIS INTLNGG
4.57%$1,181.1万13.2万股$00股+13.2万股新买入
A美国世纪ETF信托AVEM
3.78%0.63%$976.8万10.1万股$59.6万7,397股+9.4万股+1,268.55%加仓
IIshares Trust Russell 2500 EtfSMMD
3.19%$824.6万9.0万股$00股+9.0万股新买入
SSPDR道富指数基金SPEM
3.08%0.26%$794.8万15.3万股$24.3万5,183股+14.8万股+2,861.55%加仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
2.81%$726.8万31.4万股$00股+31.4万股新买入
苹果AAPL
2.7%2.29%$698.7万2.4万股$218.0万8,591股+1.6万股+181.05%加仓
英伟达NVDA
2.65%1.25%$684.2万3.4万股$119.1万6,827股+2.7万股+400.85%加仓
IiShares安硕·MSCI EAFE ETFEFA
2.37%$611.3万5.9万股$00股+5.9万股新买入
S道富SPYM
2.32%0.92%$600.4万6.8万股$87.7万1.1万股+5.7万股+496.26%加仓
IiShares安硕信托IVV
2.3%1.63%$593.9万7,931股$155.5万2,378股+5,553股+233.52%加仓
V先锋领航·TOTALBNDX
2.07%0.29%$535.5万11.1万股$28.0万5,822股+10.5万股+1,799.23%加仓
GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC
2.06%$533.2万20.5万股$00股+20.5万股新买入
微软MSFT
1.71%1.15%$441.7万1.2万股$109.5万2,957股+8,885股+300.47%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
1.59%$412.1万11.1万股$00股+11.1万股新买入
XPELXPEL
1.57%$405.7万8.2万股$00股+8.2万股新买入
G通用动力VTI
1.52%0.28%$392.4万1.1万股$26.8万836股+9,767股+1,168.30%加仓
亚马逊AMZN
1.34%0.96%$345.4万1.4万股$91.2万4,379股+1.0万股+230.90%加仓
博通AVGO
1.31%0.98%$339.3万8,981股$93.4万3,017股+5,964股+197.68%加仓
WWORLD GOLD TRGLD
1.28%$331.8万4.2万股$00股+4.2万股新买入
谷歌AGOOGL
1.22%0.45%$314.1万8,788股$42.5万1,477股+7,311股+494.99%加仓
IiShares安硕信托AGG
1.08%0.42%$278.0万2.8万股$39.7万7,928股+2.0万股+254.30%加仓
IiShares安硕信托IEFA
1.07%$276.4万2.9万股$00股+2.9万股新买入
科磊KLAC
1.02%$263.6万8,737股$00股+8,737股新买入
IiShares安硕信托EMB
0.98%$253.5万2.6万股$00股+2.6万股新买入
AAlphabet Inc Class CGOOG
0.98%0.69%$252.4万7,143股$65.1万2,271股+4,872股+214.53%加仓
礼来LLY
0.89%0.5%$229.2万1,911股$47.6万517股+1,394股+269.63%加仓
V先锋领航·MIDVO
0.83%$214.2万2.7万股$00股+2.7万股新买入
IiShares安硕IEMG
0.75%0.28%$194.5万2.3万股$26.3万3,770股+2.0万股+522.92%加仓
安费诺APH
0.75%$192.7万1.1万股$00股+1.1万股新买入
WELLS FARGO NEWWFC
0.74%$190.1万2.3万股$00股+2.3万股新买入
V先锋领航指数基金VB
0.72%$186.0万6,137股$00股+6,137股新买入
VVANGUARD EMERGINGVWOB
0.72%$185.9万2.8万股$00股+2.8万股新买入
S道富SPHY
0.69%$179.3万7.6万股$00股+7.6万股新买入
美光科技MU
0.68%0.22%$176.5万1,529股$21.1万625股+904股+144.64%加仓
AABRDN BLOOMBERGBCI
0.67%$173.0万7.7万股$00股+7.7万股新买入
特斯拉TSLA
0.66%0.78%$170.4万4,052股$73.7万1,983股+2,069股+104.34%加仓
伯克希尔哈撒韦BRK.B
0.62%$160.8万3,213股$00股+3,213股新买入
Meta平台META
0.61%1.1%$157.8万2,801股$104.5万1,827股+974股+53.31%加仓
VANECK URANIUM AND NUCLEAR ETFNLR
0.6%$154.8万1.3万股$00股+1.3万股新买入
V先锋领航市政债券基金VTEB
0.6%$153.9万3.0万股$00股+3.0万股新买入
雷神技术RTX
0.59%$152.0万8,009股$00股+8,009股新买入
艾伯维ABBV
0.55%0.52%$143.4万5,697股$49.4万2,273股+3,424股+150.64%加仓
IiShares安硕·RUSSELLIWM
0.55%$142.4万4,741股$00股+4,741股新买入
ANALOG DEVICES COMADI
0.53%$137.9万3,473股$00股+3,473股新买入
伊顿ETN
0.52%$134.2万3,149股$00股+3,149股新买入
MCKESSON COMMCK
0.52%$133.7万1,769股$00股+1,769股新买入
沃尔玛WMT
0.51%$133.0万1.2万股$00股+1.2万股新买入
家得宝HD
0.51%$133.0万3,772股$00股+3,772股新买入
德州仪器TXN
0.51%$132.7万4,451股$00股+4,451股新买入

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