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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 147 项
建仓 24
增持 70
减持 39
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
PAPR
INNOVATOR ETFS TRUST
+$5.6M
162,444
增持
BIL
SPDR SER TR
+$5.1M
93,668
+148%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$3.3M
0
-100%
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。
减持
CALF
PACER FDS TR
-$3.0M
35,878
-61%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.3M
0
-100%
清仓
PJAN
INNOVATOR ETFS TRUST
-$2.2M
0
-100%
建仓
NTAP
NETAPP INC
+$1.9M
14,633
清仓
—
PIPER SANDLER COMPANIES
-$1.8M
0
-100%
建仓
JLS
NUVEEN MORTGAGE AND INCOME F
+$1.7M
96,487
清仓
BYD
BOYD GAMING CORP
-$1.5M
0
-100%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$1.5M
0
-100%
减持
COWZ
PACER FDS TR
-$1.4M
66,083
-23%
清仓
HCC
WARRIOR MET COAL INC
-$1.4M
0
-100%
建仓
MHO
M/I HOMES INC
+$1.2M
9,686
建仓
QUAL
ISHARES TR
+$1.2M
6,822
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
28,996
+35%
建仓
FIX
COMFORT SYS USA INC
+$996.2K
3,276
增持
QQQ
INVESCO QQQ TR
+$974.0K
5,588
+46%
清仓
KJAN
INNOVATOR ETFS TRUST
-$969.2K
0
-100%
建仓
KAPR
INNOVATOR ETFS TRUST
+$869.4K
28,228
建仓
EAPR
INNOVATOR ETFS TRUST
+$838.3K
32,424
减持
AAPL
APPLE INC
+$832.3K
22,068
-1%
增持
OEF
ISHARES TR
+$799.8K
23,887
+7%
建仓
ANF
ABERCROMBIE & FITCH CO
+$787.7K
4,429
增持
IVV
ISHARES TR
+$692.5K
17,877
+3%
增持
NVDA
NVIDIA CORPORATION
+$587.2K
15,628
+951%
增持
IEFA
ISHARES TR
+$548.4K
57,928
+17%
增持
ADBE
ADOBE INC
+$536.0K
3,311
+28%
增持
GOOG
ALPHABET INC
+$477.3K
14,132
+2%
建仓
SPYG
SPDR SER TR
+$459.3K
5,732
减持
TLT
ISHARES TR
-$383.9K
26,795
-11%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$351.8K
43,087
+75%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$351.1K
45,316
-10%
增持
DT
DYNATRACE INC
+$339.7K
33,393
+34%
建仓
CRM
SALESFORCE INC
+$320.3K
1,246
清仓
EJAN
INNOVATOR ETFS TRUST
-$312.9K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$302.6K
11,450
-8%
增持
MSFT
MICROSOFT CORP
+$301.8K
8,345
+2%
减持
EME
EMCOR GROUP INC
-$265.8K
2,258
-27%
建仓
SUB
ISHARES TR
+$261.6K
2,502
建仓
WSM
WILLIAMS SONOMA INC
+$257.8K
913
建仓
ECOW
PACER FDS TR
+$244.6K
12,057
清仓
STIP
ISHARES TR
-$241.3K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$235.0K
0
-100%
建仓
ORCL
ORACLE CORP
+$230.6K
1,633
减持
SD
SANDRIDGE ENERGY INC
-$224.1K
51,312
-16%
建仓
IWM
ISHARES TR
+$223.5K
1,101
减持
VNQ
VANGUARD INDEX FDS
-$218.4K
3,672
-40%
建仓
AMP
AMERIPRISE FINL INC
+$212.8K
498
建仓
CFA
VICTORY PORTFOLIOS II
+$209.7K
2,643
增持
MAT
MATTEL INC
-$209.5K
78,893
+5%
建仓
BNDW
VANGUARD SCOTTSDALE FDS
+$208.7K
3,069
建仓
—
VICTORY PORTFOLIOS II
+$208.1K
3,086
清仓
USIG
ISHARES TR
-$207.3K
0
-100%
清仓
T
AT&T INC
-$206.0K
0
-100%
建仓
—
VICTORY PORTFOLIOS II
+$205.0K
4,875
建仓
XYLD
GLOBAL X FDS
+$203.9K
5,044
建仓
VFH
VANGUARD WORLD FD
+$200.5K
2,007
增持
SPYV
SPDR SER TR
+$181.0K
15,620
+35%
减持
SFM
SPROUTS FMRS MKT INC
+$171.8K
23,435
-16%
增持
VOO
VANGUARD INDEX FDS
+$149.5K
4,429
+3%
增持
LLY
ELI LILLY & CO
+$142.1K
981
+2%
增持
XLSR
SSGA ACTIVE TR
+$138.1K
6,887
+62%
增持
AMZN
AMAZON COM INC
+$131.6K
8,974
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$128.2K
54,065
+1%
增持
NOW
SERVICENOW INC
+$125.2K
1,956
+6%
减持
GOOGL
ALPHABET INC
+$117.3K
4,769
-4%
减持
JNJ
JOHNSON & JOHNSON
-$114.6K
1,818
-24%
增持
AVGO
BROADCOM INC
+$113.0K
305
+7%
增持
SMH
VANECK ETF TRUST
+$110.8K
1,850
+12%
增持
XLK
SELECT SECTOR SPDR TR
+$98.3K
4,477
+2%
减持
—
EXXON MOBIL CORP
-$95.3K
9,189
-7%
增持
BF/B
BROWN FORMAN CORP
-$94.4K
11,372
+0%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$91.2K
25,290
+31%
增持
WMT
WALMART INC
+$90.5K
7,192
+9%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$84.7K
17,339
+4%
增持
BF/A
BROWN FORMAN CORP
-$71.3K
8,332
+0%
减持
VO
VANGUARD INDEX FDS
-$68.9K
8,626
-0%
减持
COST
COSTCO WHSL CORP NEW
+$68.3K
828
-5%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$64.2K
15,038
-12%
增持
VB
VANGUARD INDEX FDS
-$62.2K
7,565
+1%
减持
PFF
ISHARES TR
-$61.6K
19,844
-7%
清仓
CIFR
CIPHER MINING INC
-$61.2K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$59.6K
3,777
+1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$57.9K
6,695
+32%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$55.0K
4,149
-15%
减持
LOW
LOWES COS INC
-$53.1K
1,103
-5%
增持
VUG
VANGUARD INDEX FDS
+$52.2K
1,452
+2%
增持
AGG
ISHARES TR
+$49.1K
15,583
+4%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$48.7K
44,473
+5%
减持
VYM
VANGUARD WHITEHALL FDS
-$47.3K
3,924
-7%
增持
BND
VANGUARD BD INDEX FDS
+$47.2K
16,848
+5%
增持
RLY
SSGA ACTIVE ETF TR
+$43.4K
41,470
+5%
减持
MRK
MERCK & CO INC
-$42.2K
2,979
-4%
建仓
—
GRIID INFRASTRUCTURE INC
+$40.5K
38,200
减持
IWS
ISHARES TR
-$39.5K
3,047
-6%
增持
VTI
VANGUARD INDEX FDS
+$38.8K
1,268
+10%
增持
XLC
SELECT SECTOR SPDR TR
+$36.8K
3,010
+11%
减持
HD
HOME DEPOT INC
-$35.4K
741
-2%
增持
INDA
ISHARES TR
+$34.7K
6,490
+2%
减持
GLD
SPDR GOLD TR
+$32.8K
4,772
-1%
减持
IJH
ISHARES TR
-$29.0K
3,855
-8%
增持
FPE
FIRST TR EXCH TRADED FD III
+$25.6K
169,583
+1%
增持
META
META PLATFORMS INC
+$24.0K
834
+2%
减持
VOE
VANGUARD INDEX FDS
-$21.2K
3,356
-1%
增持
MA
MASTERCARD INCORPORATED
-$20.3K
775
+3%
减持
SCHW
SCHWAB CHARLES CORP
-$19.6K
3,590
-9%
增持
USRT
ISHARES TR
+$19.1K
13,792
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$17.4K
8,640
+4%
减持
AFL
AFLAC INC
+$17.3K
6,612
-1%
增持
EFA
ISHARES TR
-$15.8K
11,103
+0%
减持
IJR
ISHARES TR
-$14.7K
2,154
-3%
增持
SCHP
SCHWAB STRATEGIC TR
+$14.2K
5,803
+5%
增持
VTV
VANGUARD INDEX FDS
-$13.6K
5,968
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.4K
2,108
+2%
增持
SPYM
SPDR SER TR
+$13.1K
4,968
+0%
减持
VOT
VANGUARD INDEX FDS
-$12.0K
899
-3%
减持
PEXL
PACER FDS TR
-$10.4K
4,699
-3%
增持
V
VISA INC
+$10.3K
1,814
+9%
增持
MUB
ISHARES TR
+$10.1K
7,305
+2%
减持
ESGU
ISHARES TR
+$10.0K
2,474
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$9.9K
125,380
-0%
增持
IBHF
ISHARES TR
+$9.5K
122,642
+1%
增持
JNK
SPDR SER TR
+$9.4K
2,476
+5%
增持
ET
ENERGY TRANSFER L P
+$9.3K
16,393
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$9.3K
1,800
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$9.2K
9,485
+3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$8.2K
126,630
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$7.8K
617
-0%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$7.8K
2,329
+0%
增持
MOAT
VANECK ETF TRUST
+$7.7K
2,901
+7%
减持
JPM
JPMORGAN CHASE & CO.
-$6.2K
5,414
-2%
增持
INTU
INTUIT
+$6.2K
769
+0%
增持
MCD
MCDONALDS CORP
-$4.9K
1,249
+9%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$4.9K
6,929
+7%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$4.8K
114,385
+0%
减持
PM
PHILIP MORRIS INTL INC
-$4.5K
2,961
-11%
减持
RTX
RTX CORPORATION
+$4.2K
2,588
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$3.7K
5,637
+3%
增持
ICOW
PACER FDS TR
-$3.3K
9,801
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.1K
7,404
+32%
增持
XLV
SELECT SECTOR SPDR TR
-$1.9K
2,790
+1%
增持
CVX
CHEVRON CORP NEW
-$1.5K
1,652
+0%
增持
USMV
ISHARES TR
+$1.4K
2,668
+0%
增持
DIVO
AMPLIFY ETF TR
+$960
7,985
+1%
增持
CDL
VICTORY PORTFOLIOS II
-$816
3,936
+1%
增持
VHT
VANGUARD WORLD FD
-$656
1,761
+2%
