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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 45
增持 54
减持 18
清仓 33
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$8.9M
35,858
+51%
增持
IEFA
ISHARES TR
+$3.6M
121,661
+40%
增持
ICOW
PACER FDS TR
+$2.6M
88,447
+540%
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。
清仓
JLS
NUVEEN MORTGAGE AND INCOME F
-$2.5M
0
-100%
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$2.4M
113,603
增持
MSFT
MICROSOFT CORP
+$2.0M
7,849
+59%
增持
QQQ
INVESCO QQQ TR
+$2.0M
10,737
+29%
建仓
EA
ELECTRONIC ARTS INC
+$1.8M
11,122
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
109,602
+33%
建仓
PEGA
PEGASYSTEMS INC
+$1.7M
30,891
建仓
SFM
SPROUTS FMRS MKT INC
+$1.7M
10,152
清仓
JLL
JONES LANG LASALLE INC
-$1.7M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
12,478
+15%
增持
VO
VANGUARD INDEX FDS
+$1.5M
16,288
+40%
建仓
NXT
NEXTRACKER INC
+$1.5M
28,361
增持
AGG
ISHARES TR
+$1.5M
38,052
+68%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
46,173
+75%
增持
AAPL
APPLE INC
+$1.5M
22,080
+60%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.4M
107,422
+59%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
20,221
+18%
减持
UDEC
INNOVATOR ETFS TRUST
-$1.3M
85,253
-34%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$1.3M
55,017
清仓
EVR
EVERCORE INC
-$1.2M
0
-100%
清仓
CALF
PACER FDS TR
-$1.1M
0
-100%
建仓
GPN
GLOBAL PMTS INC
+$1.1M
13,227
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.1M
3,419
增持
RLY
SSGA ACTIVE ETF TR
+$1.0M
110,787
+45%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.0M
20,244
清仓
SD
SANDRIDGE ENERGY INC
-$1.0M
0
-100%
建仓
NYT
NEW YORK TIMES CO
+$1.0M
18,026
增持
AMZN
AMAZON COM INC
+$1.0M
12,674
+36%
建仓
RL
RALPH LAUREN CORP
+$973.7K
3,550
建仓
LOPE
GRAND CANYON ED INC
+$961.8K
5,089
增持
SHV
ISHARES TR
+$940.3K
10,885
+359%
清仓
—
ALKERMES PLC
-$928.9K
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$914.5K
0
-100%
清仓
CRUS
CIRRUS LOGIC INC
-$909.0K
0
-100%
清仓
—
PIPER SANDLER COMPANIES
-$880.2K
0
-100%
清仓
MAT
MATTEL INC
-$868.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$862.7K
12,292
+33%
建仓
EAPR
INNOVATOR ETFS TRUST
+$829.9K
29,663
增持
AVGO
BROADCOM INC
+$829.1K
5,564
+32%
清仓
VMI
VALMONT INDS INC
-$825.3K
0
-100%
清仓
EOCT
INNOVATOR ETFS TRUST
-$812.5K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$809.3K
8,387
+112%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$743.5K
12,649
建仓
SUB
ISHARES TR
+$732.4K
6,887
增持
JPM
JPMORGAN CHASE & CO.
+$718.7K
8,310
+21%
清仓
NOW
SERVICENOW INC
-$711.7K
0
-100%
增持
GOOG
ALPHABET INC
+$696.6K
10,263
+43%
减持
OEF
ISHARES TR
+$594.6K
25,682
-4%
增持
SCHP
SCHWAB STRATEGIC TR
+$581.2K
63,242
+54%
建仓
SHY
ISHARES TR
+$536.0K
6,469
建仓
CVSA
ADTALEM GLOBAL ED INC
+$534.2K
4,199
建仓
ZECP
ZACKS TRUST
+$507.4K
15,900
增持
IUSB
ISHARES TR
+$503.2K
21,661
+100%
建仓
GIII
G III APPAREL GROUP LTD
+$499.6K
22,305
增持
USRT
ISHARES TR
+$474.6K
26,031
+50%
清仓
KAUG
INNOVATOR ETFS TRUST
-$471.0K
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$445.3K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$441.5K
4,692
+8%
增持
DYNF
BLACKROCK ETF TRUST
+$439.2K
42,072
+11%
建仓
IEF
ISHARES TR
+$423.0K
4,417
增持
XLK
SELECT SECTOR SPDR TR
+$421.6K
3,860
+43%
增持
AYI
ACUITY INC
+$416.9K
3,048
+63%
减持
TLT
ISHARES TR
-$415.2K
43,400
-7%
建仓
SGOV
ISHARES TR
+$410.6K
4,078
减持
FIX
COMFORT SYS USA INC
-$407.6K
377
-80%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$404.5K
6,448
建仓
VZ
VERIZON COMMUNICATIONS INC
+$378.7K
8,752
增持
NFLX
NETFLIX INC
+$374.0K
475
+69%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$361.9K
3,374
+41%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$345.4K
4,463
增持
JNK
SPDR SER TR
+$343.9K
8,612
+66%
清仓
WSM
WILLIAMS SONOMA INC
-$340.4K
0
-100%
减持
GOCT
FIRST TR EXCHNG TRADED FD VI
-$333.3K
5,875
-63%
建仓
TFLO
ISHARES TR
+$318.6K
6,290
建仓
PG
PROCTER AND GAMBLE CO
+$308.8K
1,938
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$307.8K
0
-100%
增持
EFA
ISHARES TR
+$304.1K
13,854
+21%
清仓
CDL
VICTORY PORTFOLIOS II
-$303.8K
0
-100%
建仓
CSCO
CISCO SYS INC
+$303.5K
4,374
增持
COST
COSTCO WHSL CORP NEW
+$300.7K
1,021
+36%
建仓
MINT
PIMCO ETF TR
+$297.2K
2,956
建仓
ADBE
ADOBE INC
+$295.6K
764
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$285.7K
969
增持
GOOGL
ALPHABET INC
+$284.9K
6,907
+15%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$280.9K
47,331
-1%
建仓
MBB
ISHARES TR
+$280.5K
2,987
清仓
—
VICTORY PORTFOLIOS II
-$273.3K
0
-100%
减持
BDC
BELDEN INC
-$271.8K
10,040
-30%
减持
COWZ
PACER FDS TR
-$270.3K
88,390
-6%
建仓
CAH
CARDINAL HEALTH INC
+$269.5K
1,604
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$266.5K
0
-100%
建仓
UMI
USCF ETF TR
+$262.4K
5,143
增持
ITA
ISHARES TR
+$261.4K
2,805
+60%
清仓
XLU
SELECT SECTOR SPDR TR
-$261.3K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$256.3K
334
清仓
VFLO
VICTORY PORTFOLIOS II
-$254.3K
0
-100%
增持
ORCL
ORACLE CORP
+$253.5K
2,410
+23%
清仓
CFA
VICTORY PORTFOLIOS II
-$252.6K
0
-100%
建仓
BA
BOEING CO
+$251.1K
1,199
建仓
COF
CAPITAL ONE FINL CORP
+$246.2K
1,157
建仓
XLC
SELECT SECTOR SPDR TR
+$245.6K
2,263
建仓
DE
DEERE & CO
+$243.8K
479
增持
PM
PHILIP MORRIS INTL INC
+$242.6K
3,821
+34%
清仓
MOAT
VANECK ETF TRUST
-$241.6K
0
-100%
清仓
VFH
VANGUARD WORLD FD
-$241.1K
0
-100%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$235.3K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$234.8K
432
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$233.6K
0
-100%
减持
SPYG
SPDR SER TR
+$230.5K
16,496
-1%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$230.4K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$229.5K
2,460
增持
GLD
SPDR GOLD TR
+$229.4K
5,076
+11%
增持
VTEB
VANGUARD MUN BD FDS
+$229.3K
17,903
+37%
建仓
PAVE
GLOBAL X FDS
+$225.1K
5,164
清仓
SCHA
SCHWAB STRATEGIC TR
-$223.4K
0
-100%
增持
QUAL
ISHARES TR
+$223.1K
13,729
+3%
清仓
BLK
BLACKROCK INC
-$222.7K
0
-100%
增持
USFR
WISDOMTREE TR
+$220.0K
11,732
+59%
建仓
KR
KROGER CO
+$220.0K
3,066
建仓
XLF
SELECT SECTOR SPDR TR
+$219.6K
4,194
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$218.3K
8,286
+49%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$216.5K
120,448
-7%
建仓
HYMB
SPDR SER TR
+$213.4K
8,610
增持
TSLA
TESLA INC
+$209.9K
1,395
+55%
清仓
PANW
PALO ALTO NETWORKS INC
-$209.2K
0
-100%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$207.4K
25,194
+8%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$204.8K
24,711
-28%
清仓
—
ACCENTURE PLC IRELAND
-$203.8K
0
-100%
建仓
JHML
JOHN HANCOCK EXCHANGE TRADED
+$200.5K
2,734
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$200.4K
0
-100%
增持
IYW
ISHARES TR
+$199.6K
4,207
+12%
减持
VTIP
VANGUARD MALVERN FDS
-$195.7K
69,930
-6%
增持
T
AT&T INC
+$192.0K
15,350
+72%
增持
MO
ALTRIA GROUP INC
+$188.6K
8,543
+64%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$186.1K
114,435
-7%
增持
MUB
ISHARES TR
+$185.9K
10,564
+21%
减持
EME
EMCOR GROUP INC
+$184.7K
1,124
-0%
增持
—
EXXON MOBIL CORP
+$176.7K
12,410
+27%
减持
CART
MAPLEBEAR INC
+$169.7K
40,564
-3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$168.4K
2,339
+24%
减持
VTV
VANGUARD INDEX FDS
-$167.5K
4,938
-18%
增持
HD
HOME DEPOT INC
+$162.4K
1,265
+54%
减持
IBHF
ISHARES TR
-$155.1K
129,040
-5%
增持
INTU
INTUIT
+$138.8K
770
+1%
增持
V
VISA INC
+$137.6K
2,182
+20%
增持
VGT
VANGUARD WORLD FD
+$132.9K
848
+7%
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$129.7K
46,846
-5%
