小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 28
增持 63
减持 48
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$9.8M
278,853
清仓
PAPR
INNOVATOR ETFS TRUST
-$5.6M
0
-100%
减持
BIL
SPDR SER TR
-$4.2M
26,994
-63%
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
IVV
ISHARES TR
-$2.0M
15,597
-20%
减持
IEFA
ISHARES TR
-$1.9M
49,608
-29%
清仓
MHO
M/I HOMES INC
-$1.9M
0
-100%
建仓
JLL
JONES LANG LASALLE INC
+$1.8M
7,177
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.5M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
12,216
+24%
建仓
EOCT
INNOVATOR ETFS TRUST
+$1.5M
57,254
清仓
PAUG
INNOVATOR ETFS TRUST
-$1.4M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.4M
22,158
-25%
建仓
AYI
ACUITY BRANDS INC
+$1.4M
4,713
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$977.9K
43,156
-28%
建仓
XES
SPDR SER TR
+$923.1K
11,697
减持
ADBE
ADOBE INC
-$894.1K
2,230
-39%
建仓
LCII
LCI INDS
+$870.5K
8,420
清仓
EAPR
INNOVATOR ETFS TRUST
-$846.6K
0
-100%
减持
CALF
PACER FDS TR
-$810.7K
21,538
-43%
建仓
VRTS
VIRTUS INVT PARTNERS INC
+$798.9K
3,622
增持
QQQ
INVESCO QQQ TR
+$727.5K
7,452
+18%
减持
VO
VANGUARD INDEX FDS
-$659.4K
6,922
-27%
增持
OEF
ISHARES TR
+$650.0K
26,389
+5%
增持
SPYG
SPDR SER TR
+$648.2K
12,354
+134%
建仓
COWG
PACER FDS TR
+$576.7K
18,000
清仓
BF/B
BROWN FORMAN CORP
-$560.8K
0
-100%
增持
SPYV
SPDR SER TR
+$559.8K
24,495
+87%
减持
RLY
SSGA ACTIVE ETF TR
-$541.7K
32,378
-34%
减持
VB
VANGUARD INDEX FDS
-$534.3K
5,680
-29%
减持
NTAP
NETAPP INC
-$495.5K
10,151
-25%
建仓
MGK
VANGUARD WORLD FD
+$480.8K
1,400
建仓
DYNF
BLACKROCK ETF TRUST
+$461.3K
9,000
增持
GOOG
ALPHABET INC
+$458.4K
10,099
+15%
增持
EVR
EVERCORE INC
+$451.8K
5,241
+33%
增持
EME
EMCOR GROUP INC
+$445.0K
3,253
+36%
增持
QUAL
ISHARES TR
+$431.8K
13,643
+22%
增持
SD
SANDRIDGE ENERGY INC
+$426.1K
100,456
+64%
减持
BND
VANGUARD BD INDEX FDS
-$425.3K
15,380
-25%
减持
USRT
ISHARES TR
-$415.2K
9,812
-38%
清仓
BF/A
BROWN FORMAN CORP
-$402.5K
0
-100%
减持
AGG
ISHARES TR
-$400.8K
15,303
-18%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$392.8K
12,848
-25%
建仓
LDOS
LEIDOS HOLDINGS INC
+$376.7K
2,615
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$349.1K
64,575
+38%
增持
AMZN
AMAZON COM INC
+$344.1K
9,186
+2%
减持
WSM
WILLIAMS SONOMA INC
-$339.0K
2,892
-49%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$338.3K
48,594
-21%
减持
COWZ
PACER FDS TR
-$337.7K
64,731
-6%
增持
TLT
ISHARES TR
-$314.9K
44,271
+4%
增持
META
META PLATFORMS INC
+$311.6K
2,057
+32%
建仓
USFR
WISDOMTREE TR
+$304.0K
6,040
增持
AAPL
APPLE INC
+$294.8K
16,664
+0%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$285.5K
0
-100%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$281.3K
1,337
清仓
ECOW
PACER FDS TR
-$274.1K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$258.2K
15,320
+3%
建仓
AOM
ISHARES TR
+$246.0K
5,662
建仓
SHV
ISHARES TR
+$245.8K
2,232
建仓
NFLX
NETFLIX INC
+$234.4K
263
建仓
BKNG
BOOKING HOLDINGS INC
+$229.6K
46
减持
MRK
MERCK & CO INC
-$229.5K
2,833
-37%
增持
VUG
VANGUARD INDEX FDS
+$227.9K
1,802
+35%
清仓
AMGN
AMGEN INC
-$224.9K
0
-100%
建仓
TJX
TJX COS INC NEW
+$223.2K
1,847
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$220.5K
518
建仓
LMT
LOCKHEED MARTIN CORP
+$214.0K
440
建仓
FTGS
FIRST TR EXCHANGE TRADED FD
+$212.0K
6,752
减持
VOO
VANGUARD INDEX FDS
-$209.9K
4,274
-10%
建仓
ISRG
INTUITIVE SURGICAL INC
+$209.8K
402
增持
AVGO
BROADCOM INC
+$205.6K
3,269
+2%
建仓
TSLA
TESLA INC
+$205.6K
509
建仓
DE
DEERE & CO
+$203.4K
480
建仓
QYLD
GLOBAL X FDS
+$202.2K
11,098
清仓
USIG
ISHARES TR
-$201.2K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$201.0K
1,018
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$200.3K
5,727
减持
ANF
ABERCROMBIE & FITCH CO
-$192.3K
1,878
-44%
增持
JPM
JPMORGAN CHASE & CO.
+$183.7K
5,708
+2%
建仓
RYLD
GLOBAL X FDS
+$182.8K
11,185
减持
XLK
SELECT SECTOR SPDR TR
-$175.2K
2,689
-24%
减持
NOW
SERVICENOW INC
+$174.3K
2,093
-8%
减持
FIX
COMFORT SYS USA INC
-$142.4K
4,899
-14%
减持
RGLD
ROYAL GOLD INC
-$126.4K
12,072
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$122.0K
40,513
+9%
减持
EFA
ISHARES TR
-$119.6K
11,508
-3%
增持
FLOT
ISHARES TR
+$117.8K
6,662
+54%
增持
WMT
WALMART INC
+$115.3K
7,909
+7%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$109.1K
183,665
+5%
减持
SFM
SPROUTS FMRS MKT INC
-$108.3K
12,851
-19%
增持
GOOGL
ALPHABET INC
+$107.6K
4,574
+0%
减持
MUB
ISHARES TR
-$107.6K
9,071
-8%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$106.7K
8,476
+34%
减持
VTEB
VANGUARD MUN BD FDS
-$105.9K
14,759
-11%
减持
ICOW
PACER FDS TR
-$105.6K
8,161
-25%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$104.8K
17,748
+22%
增持
SHYG
ISHARES TR
+$103.0K
9,449
+37%
增持
IBHF
ISHARES TR
+$97.8K
137,254
+4%
增持
USTB
VICTORY PORTFOLIOS II
+$93.5K
9,921
+25%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$85.4K
1,420
+16%
增持
SCHP
SCHWAB STRATEGIC TR
-$82.7K
14,412
+70%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$77.2K
131,228
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$76.1K
124,266
+3%
减持
JNJ
JOHNSON & JOHNSON
-$75.8K
1,665
-15%
增持
IYW
ISHARES TR
+$74.9K
3,343
+11%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$70.8K
5,181
+24%
增持
—
EXXON MOBIL CORP
-$68.7K
9,418
+2%
增持
ET
ENERGY TRANSFER L P
+$68.1K
16,915
+3%
减持
JNK
SPDR SER TR
-$65.1K
2,612
-19%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$64.7K
5,925
+30%
减持
V
VISA INC
+$63.0K
1,756
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$60.6K
6,758
+23%
增持
NEAR
ISHARES U S ETF TR
+$57.8K
6,357
+24%
减持
VHT
VANGUARD WORLD FD
-$56.6K
1,731
-1%
增持
GLD
SPDR GOLD TR
+$53.9K
4,800
+5%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$53.4K
12,895
+31%
增持
AFL
AFLAC INC
-$53.3K
6,653
+0%
增持
MA
MASTERCARD INCORPORATED
+$52.8K
832
+7%
减持
DIVO
AMPLIFY ETF TR
-$51.3K
6,921
-14%
增持
IWM
ISHARES TR
+$50.9K
2,263
+11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$50.8K
1,566
-13%
减持
XLV
SELECT SECTOR SPDR TR
-$50.0K
2,484
-2%
减持
DUK
DUKE ENERGY CORP NEW
-$49.9K
1,857
-14%
增持
UNH
UNITEDHEALTH GROUP INC
-$48.6K
629
+0%
增持
LLY
ELI LILLY & CO
-$48.4K
1,172
+9%
增持
COST
COSTCO WHSL CORP NEW
+$43.8K
866
+2%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$43.7K
4,011
-11%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$42.5K
5,519
+13%
增持
FICS
FIRST TR EXCHANGE-TRADED FD
+$39.8K
10,048
+25%
减持
HYMB
SPDR SER TR
-$36.4K
8,024
-13%
增持
XLU
SELECT SECTOR SPDR TR
+$35.7K
3,292
+25%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$35.1K
4,936
+12%
增持
VGT
VANGUARD WORLD FD
+$33.9K
793
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$33.2K
3,595
+0%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$32.2K
11,342
+24%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$31.4K
5,479
+12%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$30.5K
3,877
-12%
增持
NEE
NEXTERA ENERGY INC
-$29.7K
3,369
+5%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$28.0K
7,903
+10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$27.1K
8,988
+2%
增持
SCHD
SCHWAB STRATEGIC TR
-$27.0K
16,841
+192%
减持
D
DOMINION ENERGY INC
-$26.3K
6,094
-1%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$25.1K
24,790
-2%
减持
IJR
ISHARES TR
-$23.9K
2,080
-8%
增持
VFH
VANGUARD WORLD FD
+$23.7K
2,194
+2%
减持
VOE
VANGUARD INDEX FDS
-$23.0K
3,347
-1%
增持
—
VICTORY PORTFOLIOS II
+$22.9K
3,594
+9%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$22.1K
8,086
+10%
增持
LOW
LOWES COS INC
-$21.7K
1,208
+2%
减持
MCD
MCDONALDS CORP
-$21.4K
1,212
-1%
减持
IJH
ISHARES TR
-$20.8K
3,845
-8%
