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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 27
增持 54
减持 41
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
GOCT
FIRST TR EXCHNG TRADED FD VI
-$9.2M
15,964
-94%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.4M
48,034
+117%
建仓
UDEC
INNOVATOR ETFS TRUST
+$4.4M
128,771
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
+$4.2M
23,802
+53%
建仓
VTIP
VANGUARD MALVERN FDS
+$3.7M
74,371
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$3.6M
15,142
-92%
增持
BIL
SPDR SER TR
+$3.2M
61,256
+127%
增持
IEFA
ISHARES TR
+$3.1M
86,644
+75%
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$2.3M
67,357
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.8M
82,525
+91%
建仓
CART
MAPLEBEAR INC
+$1.7M
41,749
清仓
SFM
SPROUTS FMRS MKT INC
-$1.6M
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
减持
NOW
SERVICENOW INC
-$1.5M
894
-57%
增持
COWZ
PACER FDS TR
+$1.5M
93,875
+45%
减持
FIX
COMFORT SYS USA INC
-$1.5M
1,892
-61%
建仓
BDC
BELDEN INC
+$1.4M
14,309
增持
DYNF
BLACKROCK ETF TRUST
+$1.4M
37,982
+322%
增持
RLY
SSGA ACTIVE ETF TR
+$1.3M
76,188
+135%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$1.2M
11,653
+68%
清仓
NTAP
NETAPP INC
-$1.2M
0
-100%
减持
AAPL
APPLE INC
-$1.1M
13,808
-17%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
10,895
-11%
减持
EME
EMCOR GROUP INC
-$1.1M
1,127
-65%
清仓
ADBE
ADOBE INC
-$991.6K
0
-100%
建仓
—
ALKERMES PLC
+$928.9K
28,132
建仓
DECK
DECKERS OUTDOOR CORP
+$914.5K
8,179
建仓
CRUS
CIRRUS LOGIC INC
+$909.0K
9,121
减持
MSFT
MICROSOFT CORP
-$887.4K
4,943
-24%
减持
AYI
ACUITY BRANDS INC
-$884.3K
1,870
-60%
建仓
—
PIPER SANDLER COMPANIES
+$880.2K
3,554
清仓
LCII
LCI INDS
-$870.5K
0
-100%
建仓
MAT
MATTEL INC
+$868.0K
44,672
增持
BND
VANGUARD BD INDEX FDS
+$828.2K
26,334
+71%
建仓
VMI
VALMONT INDS INC
+$825.3K
2,892
减持
GOOG
ALPHABET INC
-$799.4K
7,194
-29%
清仓
VRTS
VIRTUS INVT PARTNERS INC
-$798.9K
0
-100%
增持
AGG
ISHARES TR
+$753.8K
22,611
+48%
增持
SCHP
SCHWAB STRATEGIC TR
+$733.8K
41,133
+185%
增持
VB
VANGUARD INDEX FDS
+$685.6K
9,246
+63%
减持
EOCT
INNOVATOR ETFS TRUST
-$672.9K
30,500
-47%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$584.1K
23,376
+82%
建仓
IAU
ISHARES GOLD TR
+$498.9K
8,461
建仓
IUSB
ISHARES TR
+$498.2K
10,811
清仓
USTB
VICTORY PORTFOLIOS II
-$498.0K
0
-100%
减持
KAUG
INNOVATOR ETFS TRUST
-$491.1K
19,605
-49%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$469.3K
34,549
-46%
增持
SPYV
SPDR SER TR
+$455.0K
33,438
+37%
增持
USRT
ISHARES TR
+$435.4K
17,321
+77%
清仓
SHYG
ISHARES TR
-$402.6K
0
-100%
增持
OEF
ISHARES TR
-$400.9K
26,665
+1%
增持
TLT
ISHARES TR
+$379.1K
46,636
+5%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$372.7K
17,758
清仓
FICS
FIRST TR EXCHANGE-TRADED FD
-$341.2K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$340.4K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$334.1K
3,958
建仓
ECOW
PACER FDS TR
+$329.6K
16,141
增持
JPM
JPMORGAN CHASE & CO.
+$322.3K
6,891
+21%
清仓
UNH
UNITEDHEALTH GROUP INC
-$318.3K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$310.6K
6,111
清仓
MRK
MERCK & CO INC
-$281.8K
0
-100%
清仓
ANF
ABERCROMBIE & FITCH CO
-$280.7K
0
-100%
清仓
BNDW
VANGUARD SCOTTSDALE FDS
-$273.5K
0
-100%
建仓
ITA
ISHARES TR
+$267.7K
1,748
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$266.7K
0
-100%
清仓
—
VICTORY PORTFOLIOS II
-$265.9K
0
-100%
增持
SPYG
SPDR SER TR
+$255.9K
16,696
+35%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$255.7K
15,720
+133%
建仓
VFLO
VICTORY PORTFOLIOS II
+$254.3K
7,417
增持
JNK
SPDR SER TR
+$244.3K
5,181
+98%
清仓
NEE
NEXTERA ENERGY INC
-$241.5K
0
-100%
增持
AMZN
AMAZON COM INC
-$241.1K
9,325
+2%
增持
EVR
EVERCORE INC
-$235.5K
6,095
+16%
清仓
NVO
NOVO-NORDISK A S
-$231.6K
0
-100%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$229.3K
0
-100%
增持
WMT
WALMART INC
+$228.7K
10,744
+36%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$227.6K
0
-100%
建仓
MCK
MCKESSON CORP
+$224.8K
334
清仓
IMTB
ISHARES TR
-$223.9K
0
-100%
建仓
BLK
BLACKROCK INC
+$222.7K
235
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$221.9K
2,398
+3%
清仓
LMT
LOCKHEED MARTIN CORP
-$214.0K
0
-100%
建仓
KO
COCA COLA CO
+$211.4K
2,952
清仓
SCHJ
SCHWAB STRATEGIC TR
-$210.6K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$209.8K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$209.2K
1,226
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$205.8K
10,867
清仓
HYMB
SPDR SER TR
-$205.3K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$203.8K
653
清仓
DE
DEERE & CO
-$203.4K
0
-100%
清仓
CGUS
CAPITAL GROUP CORE EQUITY ET
-$200.3K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$200.0K
0
-100%
增持
ICOW
PACER FDS TR
+$195.6K
13,810
+69%
减持
WSM
WILLIAMS SONOMA INC
-$195.2K
2,153
-26%
增持
NVDA
NVIDIA CORPORATION
-$194.9K
17,184
+12%
减持
IWM
ISHARES TR
-$192.7K
1,540
-32%
减持
SD
SANDRIDGE ENERGY INC
-$165.5K
88,512
-12%
减持
GLD
SPDR GOLD TR
+$155.6K
4,574
-5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$154.8K
3,109
-37%
减持
JLL
JONES LANG LASALLE INC
-$152.3K
6,714
-6%
增持
AFL
AFLAC INC
+$152.2K
7,558
+14%
增持
—
EXXON MOBIL CORP
+$148.1K
9,764
+4%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$144.9K
902
-36%
减持
QUAL
ISHARES TR
-$142.7K
13,382
-2%
增持
CALF
PACER FDS TR
+$141.9K
29,060
+35%
减持
VUG
VANGUARD INDEX FDS
-$138.4K
1,621
-10%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$125.4K
14,536
-18%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$117.8K
3,925
-28%
减持
PM
PHILIP MORRIS INTL INC
+$104.2K
2,856
-2%
增持
QQQ
INVESCO QQQ TR
+$101.9K
8,342
+12%
减持
LOW
LOWES COS INC
-$96.3K
866
-28%
减持
VTEB
VANGUARD MUN BD FDS
-$91.3K
13,070
-11%
增持
XES
SPDR SER TR
-$86.9K
11,719
+0%
建仓
REAX
THE REAL BROKERAGE INC
+$86.0K
21,192
减持
COST
COSTCO WHSL CORP NEW
-$83.9K
751
-13%
增持
V
VISA INC
+$82.0K
1,818
+4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$81.6K
1,880
+41%
增持
ET
ENERGY TRANSFER L P
+$81.0K
22,185
+31%
增持
VOO
VANGUARD INDEX FDS
-$79.3K
4,327
+1%
增持
CVX
CHEVRON CORP NEW
+$78.3K
1,932
+14%
增持
PFF
ISHARES TR
+$74.1K
25,813
+13%
增持
XLK
SELECT SECTOR SPDR TR
-$69.2K
2,692
+0%
增持
GOOGL
ALPHABET INC
+$66.6K
6,030
+32%
增持
USFR
WISDOMTREE TR
+$66.3K
7,356
+22%
减持
EFA
ISHARES TR
+$64.1K
11,431
-1%
减持
VGT
VANGUARD WORLD FD
-$63.6K
792
-0%
减持
SMH
VANECK ETF TRUST
-$63.6K
2,063
-0%
减持
RGLD
ROYAL GOLD INC
+$62.5K
10,117
-16%
减持
JLS
NUVEEN MORTGAGE AND INCOME F
+$55.3K
134,205
-2%
减持
LLY
ELI LILLY & CO
+$54.9K
1,162
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$53.8K
41,731
+3%
增持
AVGO
BROADCOM INC
-$53.3K
4,209
+29%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$51.0K
25,020
+1%
增持
T
AT&T INC
+$49.4K
8,918
+0%
减持
MUB
ISHARES TR
-$48.7K
8,705
-4%
减持
MOAT
VANECK ETF TRUST
-$48.0K
2,745
-12%
减持
SCHA
SCHWAB STRATEGIC TR
-$46.0K
9,535
-8%
增持
MO
ALTRIA GROUP INC
+$43.5K
5,203
+1%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$42.7K
6,103
+18%
减持
RTX
RTX CORPORATION
+$38.0K
2,739
-2%
增持
MA
MASTERCARD INCORPORATED
+$37.5K
867
+4%
增持
IJH
ISHARES TR
+$36.6K
4,733
+23%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$34.1K
7,131
-10%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$32.2K
129,946
-1%
减持
JNJ
JOHNSON & JOHNSON
+$30.1K
1,633
-2%
增持
NEAR
ISHARES U S ETF TR
+$28.4K
6,868
+8%
增持
ORCL
ORACLE CORP
-$28.2K
1,957
+8%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$28.2K
9,037
+7%
增持
TSLA
TESLA INC
+$27.7K
900
+77%
