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PRIVATE CLIENT SERVICES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PRIVATE CLIENT SERVICES, LLC
报告期 2026-03-31 · CIK 0001457005
持仓数
208
前50大市值合计
$251.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 20
增持 72
减持 31
清仓 27
方向
标的
Δ市值
现股数(环比)
清仓
UAUG
INNOVATOR ETFS TR
-$7.4M
0
-100%
建仓
CALF
PACER FDS TR
+$4.6M
93,084
增持
COWZ
PACER FDS TR
+$4.4M
86,179
+641%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IVV
ISHARES TR
+$3.3M
17,290
+43%
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
12,492
+65%
建仓
PJAN
INNOVATOR ETFS TRUST
+$2.2M
56,181
增持
MSFT
MICROSOFT CORP
+$1.8M
8,148
+85%
建仓
—
PIPER SANDLER COMPANIES
+$1.8M
8,877
建仓
MAT
MATTEL INC
+$1.5M
75,331
增持
VO
VANGUARD INDEX FDS
+$1.4M
8,634
+155%
清仓
IJUL
INNOVATOR ETFS TR
-$1.2M
0
-100%
清仓
KJUL
INNOVATOR ETFS TR
-$1.2M
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.2M
174,380
+55%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.0M
126,768
+54%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.0M
125,759
+56%
增持
SFM
SPROUTS FMRS MKT INC
+$1.0M
27,741
+75%
增持
IBHF
ISHARES TR
+$1.0M
121,433
+57%
增持
FPE
FIRST TR EXCH TRADED FD III
+$979.4K
168,494
+47%
建仓
KJAN
INNOVATOR ETFS TRUST
+$969.2K
27,401
增持
TLT
ISHARES TR
+$935.2K
30,048
+56%
清仓
TDIV
FIRST TR EXCHANGE-TRADED FD
-$926.8K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$896.9K
21,505
+24%
建仓
SD
SANDRIDGE ENERGY INC
+$887.6K
60,920
清仓
AMT
AMERICAN TOWER CORP NEW
-$863.5K
0
-100%
清仓
KIE
SPDR SER TR
-$858.2K
0
-100%
增持
OEF
ISHARES TR
+$855.4K
22,285
+7%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$846.9K
24,647
-69%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$845.0K
6,417
+124%
增持
BYD
BOYD GAMING CORP
+$844.1K
21,997
+116%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$782.2K
114,260
+51%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$779.8K
109,626
+51%
清仓
HST
HOST HOTELS & RESORTS INC
-$753.8K
0
-100%
清仓
PLD
PROLOGIS INC.
-$716.7K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$712.6K
16,741
+91%
清仓
PSA
PUBLIC STORAGE
-$700.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$692.3K
1,487
+13%
清仓
STWD
STARWOOD PPTY TR INC
-$685.4K
0
-100%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$684.7K
17,042
+222%
清仓
PCH
POTLATCHDELTIC CORPORATION
-$670.9K
0
-100%
清仓
EQIX
EQUINIX INC
-$660.4K
0
-100%
清仓
ITA
ISHARES TR
-$650.9K
0
-100%
清仓
MTDR
MATADOR RES CO
-$645.1K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$638.1K
3,836
+47%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$637.4K
0
-100%
清仓
—
MARATHON OIL CORP
-$616.1K
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$614.2K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$607.2K
7,488
-31%
增持
IEFA
ISHARES TR
+$585.7K
49,306
+13%
增持
NOW
SERVICENOW INC
+$556.5K
1,854
+53%
清仓
IWP
ISHARES TR
-$555.4K
0
-100%
增持
HCC
WARRIOR MET COAL INC
+$507.0K
22,372
+60%
清仓
AMLP
ALPS ETF TR
-$462.3K
0
-100%
增持
GOOG
ALPHABET INC
+$428.1K
13,889
+16%
减持
EME
EMCOR GROUP INC
+$413.7K
3,113
-1%
增持
DT
DYNATRACE INC
+$411.7K
24,856
+83%
增持
ADBE
ADOBE INC
+$394.2K
2,583
+69%
建仓
SMH
VANECK ETF TRUST
+$371.4K
1,651
增持
RLY
SSGA ACTIVE ETF TR
+$365.3K
39,444
+46%
增持
SPYV
SPDR SER TR
+$364.1K
11,584
+150%
清仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$363.1K
0
-100%
增持
AAPL
APPLE INC
+$358.9K
22,251
+24%
清仓
VTIP
VANGUARD MALVERN FDS
-$354.4K
0
-100%
建仓
EJAN
INNOVATOR ETFS TRUST
+$312.9K
10,811
建仓
ICOW
PACER FDS TR
+$300.9K
9,417
清仓
PPH
VANECK ETF TRUST
-$298.4K
0
-100%
建仓
LOW
LOWES COS INC
+$296.3K
1,163
增持
AMZN
AMAZON COM INC
+$281.8K
8,885
+2%
清仓
—
ISHARES TR
-$281.7K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$274.2K
4,391
-29%
增持
BND
VANGUARD BD INDEX FDS
+$256.5K
16,063
+30%
建仓
RTX
RTX CORPORATION
+$255.6K
2,620
建仓
MOAT
VANECK ETF TRUST
+$243.5K
2,709
增持
AGG
ISHARES TR
+$242.9K
14,944
+22%
建仓
PEXL
PACER FDS TR
+$240.7K
4,861
建仓
—
ACCENTURE PLC IRELAND
+$235.0K
678
减持
XLV
SELECT SECTOR SPDR TR
-$228.5K
2,765
-41%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$226.4K
6,503
建仓
XLC
SELECT SECTOR SPDR TR
+$221.1K
2,707
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$218.6K
53,571
+9%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$214.9K
5,089
建仓
XLSR
SSGA ACTIVE TR
+$212.3K
4,259
清仓
IEF
ISHARES TR
-$212.0K
0
-100%
清仓
COMT
ISHARES U S ETF TR
-$211.8K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$210.4K
5,498
+5%
增持
—
EXXON MOBIL CORP
+$208.0K
9,920
+5%
建仓
T
AT&T INC
+$206.0K
11,703
清仓
PANW
PALO ALTO NETWORKS INC
-$204.1K
0
-100%
清仓
TDTT
FLEXSHARES TR
-$203.0K
0
-100%
增持
LLY
ELI LILLY & CO
+$202.7K
959
+3%
减持
BIL
SPDR SER TR
-$197.2K
37,714
-6%
增持
GLD
SPDR GOLD TR
+$182.5K
4,828
+14%
减持
VOO
VANGUARD INDEX FDS
+$152.1K
4,297
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$131.7K
50,460
-0%
增持
INDA
ISHARES TR
+$115.2K
6,344
+46%
增持
JNJ
JOHNSON & JOHNSON
+$101.7K
2,404
+35%
增持
NVO
NOVO-NORDISK A S
+$98.2K
3,735
+1%
增持
MRK
MERCK & CO INC
+$97.5K
3,115
+8%
增持
AVGO
BROADCOM INC
+$97.4K
284
+14%
增持
COST
COSTCO WHSL CORP NEW
+$89.7K
868
+5%
减持
JNK
SPDR SER TR
-$85.2K
2,353
-28%
增持
SPYM
SPDR SER TR
+$85.2K
4,955
+26%
增持
AFL
AFLAC INC
+$81.7K
6,676
+12%
增持
VTEB
VANGUARD MUN BD FDS
+$81.2K
9,212
+22%
增持
HD
HOME DEPOT INC
+$76.1K
757
+22%
减持
META
META PLATFORMS INC
+$74.9K
816
-10%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$74.5K
42,221
+8%
增持
MUB
ISHARES TR
+$73.5K
7,140
+11%
减持
STIP
ISHARES TR
-$70.4K
2,427
-23%
增持
WMT
WALMART INC
+$65.1K
6,588
+213%
增持
GOOGL
ALPHABET INC
+$62.0K
4,978
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$61.3K
2,071
-9%
建仓
CIFR
CIPHER MINING INC
+$61.2K
11,881
增持
BF/B
BROWN FORMAN CORP
-$60.8K
11,344
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$59.9K
8,340
+14%
增持
SCHP
SCHWAB STRATEGIC TR
+$58.1K
5,514
+25%
减持
XLE
SELECT SECTOR SPDR TR
+$57.1K
5,482
-0%
增持
VUG
VANGUARD INDEX FDS
+$54.5K
1,426
+2%
增持
BF/A
BROWN FORMAN CORP
-$53.0K
8,291
+0%
减持
IJR
ISHARES TR
-$48.7K
2,212
-18%
增持
MA
MASTERCARD INCORPORATED
+$48.6K
752
+2%
增持
MCD
MCDONALDS CORP
+$41.4K
1,147
+21%
增持
INTU
INTUIT
+$41.0K
767
+5%
增持
VHT
VANGUARD WORLD FD
+$39.6K
1,734
+1%
增持
ET
ENERGY TRANSFER L P
+$39.4K
16,310
+4%
增持
CDL
VICTORY PORTFOLIOS II
+$35.2K
3,879
+10%
减持
UNH
UNITEDHEALTH GROUP INC
-$32.0K
619
-4%
增持
VTI
VANGUARD INDEX FDS
+$31.8K
1,156
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$27.5K
1,851
+2%
增持
ESGU
ISHARES TR
+$25.5K
2,481
+0%
增持
USRT
ISHARES TR
+$25.2K
13,375
+5%
减持
V
VISA INC
+$24.2K
1,669
-2%
增持
PFF
ISHARES TR
+$22.8K
21,336
+0%
减持
EFA
ISHARES TR
+$20.8K
11,088
-3%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$20.4K
2,321
+0%
减持
IWS
ISHARES TR
+$13.3K
3,250
-4%
减持
VNQ
VANGUARD INDEX FDS
-$11.9K
6,082
-0%
减持
USIG
ISHARES TR
-$11.7K
4,083
-4%
减持
VOT
VANGUARD INDEX FDS
+$11.6K
926
-2%
减持
VOE
VANGUARD INDEX FDS
+$10.6K
3,374
-5%
减持
SCHD
SCHWAB STRATEGIC TR
+$10.3K
5,497
-3%
增持
PM
PHILIP MORRIS INTL INC
+$5.7K
3,324
+5%
增持
IJH
ISHARES TR
+$5.3K
4,191
+366%
减持
DIVO
AMPLIFY ETF TR
-$5.3K
7,924
-8%
减持
USMV
ISHARES TR
-$4.1K
2,664
-8%
减持
PSLV
SPROTT PHYSICAL SILVER TR
+$4.0K
19,290
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.5K
5,613
-4%
减持
SCHW
SCHWAB CHARLES CORP
+$3.4K
3,928
-4%
减持
VGT
VANGUARD WORLD FD
-$2.3K
867
-8%
减持
CVX
CHEVRON CORP NEW
-$529
1,648
-6%
减持
VYM
VANGUARD WHITEHALL FDS
+$411
4,238
-8%
