13FBOX
PRIVATE CLIENT SERVICES, LLC · 13F 持仓分析
期权收益计算器 机构排行

PRIVATE CLIENT SERVICES, LLC

No.5016 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.81亿
环比变动 Q1 2026
+$4,692.5万+14.0%
持仓股票数
229
新买入
37
加仓
91
减仓
89
清仓
16
持股不变
12
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
IiShares安硕信托IVV
10.71%10.66%$4,086.0万5.5万股$3,564.3万5.5万股-5股-0.01%减仓
IiShares安硕信托IEFA
6.32%6.27%$2,409.7万25.0万股$2,098.2万23.2万股+1.8万股+7.65%加仓
V先锋领航·FSTEVWO
3.22%3.16%$1,227.3万20.6万股$1,055.8万19.5万股+1.0万股+5.26%加仓
V先锋领航指数基金VB
2.69%1.88%$1,025.0万3.4万股$628.5万2.4万股+9,817股+40.91%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
2.67%$1,019.7万34.8万股$00股+34.8万股新买入
V先锋领航·MIDVO
2.57%2.46%$981.0万12.2万股$822.3万2.9万股+9.3万股+325.21%加仓
I景顺QQQ信托VOO
2.48%2.16%$944.4万1.3万股$721.4万1.2万股+326股+2.61%加仓
IiShares安硕·S&P 100 ETFIWO
2.42%2.38%$924.1万2.5万股$796.6万2.5万股+213股+0.85%加仓
SSIMPLIFY EXCHANGE TRADED FUNSBAR
2.41%0.6%$921.1万36.0万股$202.1万8.2万股+27.7万股+336.96%加仓
SSPDR标普500 ETFSPY
2.34%2.66%$891.2万1.2万股$889.7万1.4万股-1,746股-12.76%减仓
H哈特福德·FDS EXCHANGE TRADEDHTRB
2.2%2.51%$839.0万24.9万股$839.1万24.9万股+9股+0.00%加仓
SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY
2.1%2.42%$801.5万23.2万股$808.9万22.4万股+8,480股+3.79%加仓
IiShares安硕信托AGG
2.01%2.28%$765.6万7.7万股$761.6万7.7万股+626股+0.82%加仓
V先锋领航·TOTALBND
2%2.24%$762.5万10.4万股$750.5万10.2万股+1,955股+1.92%加仓
苹果AAPL
1.43%1.57%$547.3万1.9万股$524.8万2.1万股-1,763股-8.53%减仓
SSIMPLIFY EXCHANGE TRADED FUNCTA
1.31%$500.1万19.3万股$00股+19.3万股新买入
英伟达NVDA
1.25%1.11%$475.8万2.4万股$371.7万2.1万股+2,466股+11.57%加仓
AAlphabet Inc Class CGOOG
1.09%1.1%$416.5万1.2万股$367.7万1.3万股-1,030股-8.04%减仓
J摩根大通交易所交易基金JEPI
1.08%1.11%$413.4万7.3万股$370.5万6.5万股+7,826股+11.97%加仓
B贝莱德ETF信托DYNF
0.98%0.87%$374.7万5.5万股$292.5万5.0万股+4,818股+9.58%加仓
S嘉信·USSCHP
0.91%1.08%$348.2万13.1万股$361.5万13.6万股-4,449股-3.28%减仓
SSPDR道富系列信托BIL
0.91%0.91%$347.5万3.8万股$303.7万3.3万股+4,780股+14.42%加仓
亚马逊AMZN
0.88%0.75%$336.9万1.4万股$251.4万1.2万股+2,067股+17.13%加仓
摩根大通JPM
0.85%0.89%$325.7万9,949股$297.5万1.0万股-164股-1.62%减仓
I景顺交易所交易基金信托RSP
0.82%1.01%$311.0万1.5万股$338.8万1.8万股-3,036股-17.20%减仓
IiShares安硕信托USRT
0.81%0.97%$309.1万4.7万股$325.1万5.5万股-8,423股-15.33%减仓
CCAPITAL CORE BALANCEDCGBL
0.79%0.06%$302.4万8.0万股$20.9万6,084股+7.4万股+1,209.45%加仓
微软MSFT
0.79%0.93%$300.7万8,061股$309.4万8,359股-298股-3.57%减仓
V先锋领航指数基金VOO
0.78%0.8%$297.9万4,338股$267.8万4,482股-144股-3.21%减仓
IiShares安硕信托SGOV
0.75%1.05%$286.0万2.8万股$352.5万3.5万股-6,614股-18.89%减仓
PPACER EMERGING MARKETS CASH COWS 100 ETFECOW
0.74%1.23%$282.9万10.7万股$411.1万15.4万股-4.7万股-30.80%减仓
IiShares安硕·MSCIQUAL
0.72%0.76%$276.1万1.3万股$254.4万1.3万股-682股-5.14%减仓
SSIMPLIFY EXCHANGE TRADED FUNTUA
0.71%1.26%$270.5万13.2万股$420.1万19.9万股-6.7万股-33.48%减仓
V先锋领航·MALVERN FDSVTIP
0.7%1.26%$267.3万5.3万股$421.4万8.4万股-3.1万股-36.93%减仓
IiShares安硕信托GVI
0.68%0.73%$259.2万2.4万股$244.4万2.3万股+1,053股+4.57%加仓
IINNOVATOR ETFS TRUST EMRGNG MKT APRILEAPR
0.66%$251.4万7.6万股$00股+7.6万股新买入
V先锋领航市政债券基金VTEB
0.63%0.66%$241.5万4.8万股$221.3万4.4万股+3,399股+7.66%加仓
谷歌AGOOGL
0.62%0.56%$235.6万6,593股$187.1万6,506股+87股+1.34%加仓
IiShares安硕信托IBHF
0.61%2.87%$232.7万10.3万股$959.9万41.8万股-31.6万股-75.44%减仓
博通AVGO
0.57%0.53%$218.9万5,795股$178.3万5,760股+35股+0.61%加仓
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
0.57%0.23%$218.0万7.2万股$76.1万2.1万股+5.1万股+236.50%加仓
DDirexion股票ETF信托SOXL
0.55%0.2%$211.5万7,931股$66.5万1.4万股-5,944股-42.84%减仓
PPacer·DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETFICOW
0.54%0.92%$204.8万4.9万股$307.3万7.2万股-2.3万股-32.07%减仓
C资本集团股息价值CCBG
0.5%0.07%$192.0万3.9万股$23.7万5,570股+3.3万股+599.39%加仓
S道富SPYV
0.49%0.46%$186.2万3.1万股$152.6万2.7万股+3,650股+13.53%加仓
SSPDR道富系列信托SPYG
0.48%0.41%$182.9万1.5万股$136.8万1.4万股+1,403股+10.05%加仓
美光科技MU
0.47%0.13%$180.5万1,564股$43.3万1,280股+284股+22.19%加仓
IINNOVATOR ETFS TRUSTDDFM
0.47%$179.8万9.1万股$00股+9.1万股新买入
J摩根大通交易所交易基金JEPQ
0.43%0.26%$164.3万2.7万股$86.4万1.6万股+1.1万股+71.66%加仓
I景顺自营指数基金BSJT
0.43%0.75%$163.1万7.7万股$251.7万12.0万股-4.2万股-35.50%减仓

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