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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 42
增持 77
减持 20
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$4.0M
174,271
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.8M
0
-100%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$2.4M
47,466
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
BIL
SPDR SER TR
-$1.9M
72,957
-22%
增持
TLT
ISHARES TR
+$1.7M
42,620
+59%
建仓
RGLD
ROYAL GOLD INC
+$1.7M
12,246
清仓
DT
DYNATRACE INC
-$1.5M
0
-100%
增持
IVV
ISHARES TR
+$1.4M
19,443
+9%
建仓
PAUG
INNOVATOR ETFS TRUST
+$1.4M
37,681
清仓
MAT
MATTEL INC
-$1.3M
0
-100%
增持
FIX
COMFORT SYS USA INC
+$1.2M
5,687
+74%
增持
IEFA
ISHARES TR
+$1.2M
69,420
+20%
减持
GOOG
ALPHABET INC
-$1.1M
8,762
-38%
建仓
EVR
EVERCORE INC
+$1.0M
3,951
减持
MSFT
MICROSOFT CORP
-$972.3K
6,408
-23%
建仓
KAUG
INNOVATOR ETFS TRUST
+$971.9K
38,814
清仓
KAPR
INNOVATOR ETFS TRUST
-$869.4K
0
-100%
增持
QUAL
ISHARES TR
+$832.8K
11,142
+63%
减持
AAPL
APPLE INC
-$769.8K
16,645
-25%
增持
MHO
M/I HOMES INC
+$748.5K
11,272
+16%
增持
JLS
NUVEEN MORTGAGE AND INCOME F
+$736.6K
134,308
+39%
增持
OEF
ISHARES TR
+$659.1K
25,193
+5%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$657.9K
14,542
增持
WSM
WILLIAMS SONOMA INC
+$616.7K
5,645
+518%
减持
SPY
SPDR S&P 500 ETF TR
-$587.3K
9,837
-14%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$532.3K
29,559
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$512.6K
60,157
+11%
增持
NOW
SERVICENOW INC
+$505.8K
2,286
+17%
增持
META
META PLATFORMS INC
+$472.6K
1,560
+87%
建仓
IYW
ISHARES TR
+$458.4K
3,023
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$448.8K
61,129
+37%
增持
QQQ
INVESCO QQQ TR
+$405.3K
6,315
+13%
建仓
USTB
VICTORY PORTFOLIOS II
+$404.5K
7,961
增持
VO
VANGUARD INDEX FDS
+$399.4K
9,429
+9%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$398.4K
4,388
增持
COWZ
PACER FDS TR
+$392.8K
69,059
+5%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$387.5K
4,897
增持
AGG
ISHARES TR
+$371.0K
18,601
+19%
增持
VTEB
VANGUARD MUN BD FDS
+$370.5K
16,545
+74%
清仓
INDA
ISHARES TR
-$362.0K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$359.8K
37,114
-18%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$356.6K
7,217
建仓
D
DOMINION ENERGY INC
+$354.5K
6,134
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$335.7K
4,180
清仓
CRM
SALESFORCE INC
-$320.3K
0
-100%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$318.1K
6,338
增持
BND
VANGUARD BD INDEX FDS
+$317.4K
20,386
+21%
减持
ANF
ABERCROMBIE & FITCH CO
-$314.7K
3,381
-24%
建仓
FICS
FIRST TR EXCHANGE-TRADED FD
+$301.4K
8,041
建仓
SHYG
ISHARES TR
+$299.6K
6,900
增持
VOO
VANGUARD INDEX FDS
+$297.7K
4,762
+8%
增持
MUB
ISHARES TR
+$295.7K
9,888
+35%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$279.7K
5,513
建仓
NEE
NEXTERA ENERGY INC
+$271.2K
3,208
增持
RLY
SSGA ACTIVE ETF TR
+$270.7K
49,289
+19%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$270.0K
11,933
+78%
增持
IBHF
ISHARES TR
+$270.0K
131,554
+7%
建仓
SCHA
SCHWAB STRATEGIC TR
+$267.8K
5,199
建仓
MO
ALTRIA GROUP INC
+$264.9K
5,191
建仓
NEAR
ISHARES U S ETF TR
+$263.2K
5,137
清仓
SUB
ISHARES TR
-$261.6K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$259.9K
1,227
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$259.8K
4,388
清仓
XLC
SELECT SECTOR SPDR TR
-$257.9K
0
-100%
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$253.5K
1,929
建仓
DUK
DUKE ENERGY CORP NEW
+$250.0K
2,168
增持
VB
VANGUARD INDEX FDS
+$249.7K
8,006
+6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$242.5K
176,045
+4%
建仓
HYMB
SPDR SER TR
+$241.6K
9,197
增持
USRT
ISHARES TR
+$238.8K
15,877
+15%
清仓
PEXL
PACER FDS TR
-$230.3K
0
-100%
建仓
FTHI
FIRST TR EXCHANGE-TRADED FD
+$230.3K
10,004
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$228.2K
2,040
增持
IWM
ISHARES TR
+$225.6K
2,033
+85%
建仓
AMGN
AMGEN INC
+$224.9K
698
建仓
FLOT
ISHARES TR
+$221.2K
4,333
减持
SFM
SPROUTS FMRS MKT INC
-$219.3K
15,771
-33%
减持
NVO
NOVO-NORDISK A S
-$218.6K
2,692
-29%
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$218.3K
3,786
建仓
FMF
FIRST TR EXCHANGE-TRADED FD
+$217.2K
4,572
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$214.0K
2,328
+10%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$213.6K
5,862
建仓
XLU
SELECT SECTOR SPDR TR
+$213.5K
2,643
减持
XLK
SELECT SECTOR SPDR TR
-$212.6K
3,545
-21%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$212.0K
8,948
减持
NTAP
NETAPP INC
-$210.9K
13,552
-7%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$210.3K
9,839
建仓
IMTB
ISHARES TR
+$208.0K
4,672
增持
EME
EMCOR GROUP INC
+$207.2K
2,396
+6%
建仓
SCHJ
SCHWAB STRATEGIC TR
+$206.8K
4,168
清仓
VOT
VANGUARD INDEX FDS
-$206.3K
0
-100%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$205.6K
17,152
+14%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$204.2K
9,115
增持
—
INVESCO EXCH TRD SLF IDX FD
+$203.6K
134,284
+6%
建仓
T
AT&T INC
+$202.7K
9,214
建仓
USIG
ISHARES TR
+$201.2K
3,827
增持
CALF
PACER FDS TR
+$195.7K
37,802
+5%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$173.3K
46,687
+8%
增持
SCHP
SCHWAB STRATEGIC TR
+$153.1K
8,483
+46%
增持
AFL
AFLAC INC
+$151.0K
6,632
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$150.8K
120,579
+5%
增持
MRK
MERCK & CO INC
+$142.5K
4,502
+51%
减持
NVDA
NVIDIA CORPORATION
-$131.7K
14,814
-5%
增持
EFA
ISHARES TR
+$120.1K
11,835
+7%
增持
WMT
WALMART INC
+$112.3K
7,421
+3%
减持
GOOGL
ALPHABET INC
-$110.4K
4,572
-4%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$108.5K
4,492
+46%
增持
JPM
JPMORGAN CHASE & CO.
+$89.5K
5,617
+4%
增持
SD
SANDRIDGE ENERGY INC
+$86.8K
61,347
+20%
增持
VTV
VANGUARD INDEX FDS
+$86.8K
5,981
+0%
增持
PFF
ISHARES TR
+$82.4K
21,320
+7%
减持
GLD
SPDR GOLD TR
+$82.3K
4,560
-4%
增持
JNK
SPDR SER TR
+$81.1K
3,216
+30%
增持
LOW
LOWES COS INC
+$76.6K
1,181
+7%
增持
ORCL
ORACLE CORP
+$75.6K
1,797
+10%
增持
BF/B
BROWN FORMAN CORP
+$69.6K
11,398
+0%
减持
SPYV
SPDR SER TR
-$68.4K
13,108
-16%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$67.4K
4,886
+18%
减持
SPYM
SPDR SER TR
-$65.3K
3,743
-25%
增持
LLY
ELI LILLY & CO
+$65.1K
1,076
+10%
减持
AMZN
AMAZON COM INC
-$63.0K
8,969
-0%
增持
AVGO
BROADCOM INC
+$62.7K
3,202
+950%
增持
RTX
RTX CORPORATION
+$60.4K
2,642
+2%
增持
PM
PHILIP MORRIS INTL INC
+$60.0K
2,966
+0%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$59.7K
19,016
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$59.7K
5,763
+5%
增持
VOE
VANGUARD INDEX FDS
+$59.5K
3,366
+0%
增持
VNQ
VANGUARD INDEX FDS
+$55.1K
3,723
+1%
减持
MCD
MCDONALDS CORP
+$54.5K
1,225
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$52.9K
627
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$51.3K
4,031
+3%
增持
JNJ
JOHNSON & JOHNSON
+$50.8K
1,953
+7%
增持
ADBE
ADOBE INC
+$46.4K
3,642
+10%
增持
ICOW
PACER FDS TR
+$46.3K
10,871
+11%
增持
COST
COSTCO WHSL CORP NEW
+$45.7K
846
+2%
增持
MA
MASTERCARD INCORPORATED
+$43.2K
780
+1%
增持
CDL
VICTORY PORTFOLIOS II
+$42.1K
4,163
+6%
清仓
—
GRIID INFRASTRUCTURE INC
-$40.5K
0
-100%
减持
VGT
VANGUARD WORLD FD
-$40.5K
783
-10%
增持
—
VICTORY PORTFOLIOS II
+$39.9K
5,389
+11%
增持
CFA
VICTORY PORTFOLIOS II
+$38.1K
2,877
+9%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$36.5K
7,360
+6%
增持
IWS
ISHARES TR
+$35.9K
3,053
+0%
增持
MOAT
VANECK ETF TRUST
+$35.3K
2,956
+2%
增持
VFH
VANGUARD WORLD FD
+$34.9K
2,141
+7%
增持
—
VICTORY PORTFOLIOS II
+$34.9K
3,303
+7%
增持
IJH
ISHARES TR
+$34.8K
4,179
+8%
增持
BF/A
BROWN FORMAN CORP
+$34.7K
8,370
+0%
减持
HD
HOME DEPOT INC
+$34.3K
714
-4%
增持
IJR
ISHARES TR
+$33.8K
2,253
+5%
