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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 26
增持 56
减持 41
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$8.8M
46,357
+29%
增持
IEFA
ISHARES TR
+$5.9M
184,405
+52%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$5.4M
17,033
-64%
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
COWG
PACER FDS TR
+$4.6M
144,914
+705%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$4.0M
197,515
+1305%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$3.5M
208,421
+94%
增持
BND
VANGUARD BD INDEX FDS
+$3.4M
91,940
+99%
增持
SPY
SPDR S&P 500 ETF TR
+$3.4M
16,602
+33%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.3M
161,078
+47%
增持
AGG
ISHARES TR
+$3.1M
69,034
+81%
增持
IBHF
ISHARES TR
+$3.1M
261,341
+103%
清仓
UDEC
INNOVATOR ETFS TRUST
-$3.1M
0
-100%
建仓
PJUL
INNOVATOR ETFS TRUST
+$2.9M
63,498
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.8M
0
-100%
增持
RLY
SSGA ACTIVE ETF TR
+$2.4M
181,211
+64%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.4M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$2.3M
23,344
+43%
减持
COWZ
PACER FDS TR
-$2.2M
47,175
-47%
减持
BIL
SPDR SERIES TRUST
-$2.1M
37,962
-37%
增持
FIX
COMFORT SYS USA INC
+$2.1M
2,731
+624%
建仓
EVR
EVERCORE INC
+$1.9M
5,668
清仓
EA
ELECTRONIC ARTS INC
-$1.8M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$1.7M
18,243
+48%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.5M
88,162
-49%
减持
SFM
SPROUTS FMRS MKT INC
-$1.4M
2,833
-72%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.3M
110,372
+75%
增持
USRT
ISHARES TR
+$1.1M
44,484
+71%
建仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$1.0M
77,138
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.0M
1,224
-64%
清仓
IUSB
ISHARES TR
-$1.0M
0
-100%
建仓
RFIX
SIMPLIFY EXCHANGE TRADED FUN
+$977.5K
22,888
清仓
RL
RALPH LAUREN CORP
-$973.7K
0
-100%
清仓
LOPE
GRAND CANYON ED INC
-$961.8K
0
-100%
清仓
XES
SPDR SER TR
-$953.2K
0
-100%
减持
AAPL
APPLE INC
+$952.1K
21,531
-2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$937.8K
14,522
-74%
建仓
AZZ
AZZ INC
+$925.5K
8,481
增持
QQQ
INVESCO QQQ TR
+$881.4K
11,334
+6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$867.3K
59,132
+34%
清仓
EAPR
INNOVATOR ETFS TRUST
-$829.9K
0
-100%
建仓
UAL
UNITED AIRLS HLDGS INC
+$817.9K
8,476
减持
SHV
ISHARES TR
-$790.8K
3,721
-66%
增持
GOOG
ALPHABET INC
+$771.6K
10,643
+4%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$743.5K
0
-100%
增持
JNK
SPDR SERIES TRUST
+$736.0K
16,060
+86%
增持
MUB
ISHARES TR
+$719.4K
17,121
+62%
增持
VTEB
VANGUARD MUN BD FDS
+$709.9K
31,709
+77%
建仓
GRNY
TIDAL TRUST I
+$685.0K
27,412
建仓
IJUL
INNOVATOR ETFS TRUST
+$649.8K
19,879
清仓
EME
EMCOR GROUP INC
-$601.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$585.9K
20,263
+0%
减持
OEF
ISHARES TR
+$554.0K
25,148
-2%
建仓
EJUL
INNOVATOR ETFS TRUST
+$534.4K
18,467
减持
SUB
ISHARES TR
-$515.6K
2,031
-71%
清仓
ZECP
ZACKS TRUST
-$507.4K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$503.8K
10,292
-49%
减持
NXT
NEXTRACKER INC
+$494.7K
27,527
-3%
减持
AFL
AFLAC INC
-$477.8K
2,103
-69%
增持
DYNF
BLACKROCK ETF TRUST
+$476.2K
46,747
+11%
增持
VTIP
VANGUARD MALVERN FDS
+$457.9K
78,476
+12%
减持
—
EXXON MOBIL CORP
-$454.3K
7,836
-37%
减持
PM
PHILIP MORRIS INTL INC
-$429.4K
1,643
-57%
清仓
IEF
ISHARES TR
-$423.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$378.7K
0
-100%
增持
RGLD
ROYAL GOLD INC
+$378.2K
10,532
+8%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$353.4K
33,081
+34%
增持
ECOW
PACER FDS TR
+$341.5K
25,931
+96%
增持
CART
MAPLEBEAR INC
-$337.8K
40,731
+0%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$337.7K
32,476
+29%
减持
GOOGL
ALPHABET INC
+$334.1K
6,382
-8%
减持
LLY
ELI LILLY & CO
-$330.9K
840
-33%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$330.6K
35,720
+75%
清仓
TFLO
ISHARES TR
-$318.6K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$311.5K
1,263
减持
COST
COSTCO WHSL CORP NEW
-$306.1K
761
-25%
减持
SHY
ISHARES TR
-$302.6K
2,813
-57%
清仓
XLV
SELECT SECTOR SPDR TR
-$299.0K
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC
+$297.5K
2,078
清仓
ADBE
ADOBE INC
-$295.6K
0
-100%
建仓
ICSH
ISHARES TR
+$291.1K
5,736
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$288.6K
10,858
建仓
AFLG
FIRST TR EXCHNG TRADED FD VI
+$286.9K
7,392
清仓
MBB
ISHARES TR
-$280.5K
0
-100%
增持
TLT
ISHARES TR
+$276.7K
45,952
+6%
清仓
UMI
USCF ETF TR
-$262.4K
0
-100%
增持
ORCL
ORACLE CORP
+$256.4K
2,785
+16%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$254.8K
0
-100%
增持
ICOW
PACER FDS TR
+$251.9K
89,560
+1%
建仓
DOGG
FIRST TR EXCHANGE-TRADED FD
+$248.1K
12,419
建仓
USTB
VICTORY PORTFOLIOS II
+$247.0K
4,844
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$245.2K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$242.3K
7,596
-9%
建仓
SHYG
ISHARES TR
+$240.3K
5,550
清仓
AMP
AMERIPRISE FINL INC
-$235.2K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$234.8K
1,218
清仓
ISRG
INTUITIVE SURGICAL INC
-$234.8K
0
-100%
增持
IAU
ISHARES GOLD TR
+$228.8K
10,079
+25%
清仓
PAVE
GLOBAL X FDS
-$225.1K
0
-100%
清仓
USMV
ISHARES TR
-$222.7K
0
-100%
建仓
OKLO
OKLO INC
+$220.8K
1,978
清仓
XLF
SELECT SECTOR SPDR TR
-$219.6K
0
-100%
建仓
GEV
GE VERNOVA INC
+$219.6K
357
增持
CVSA
ADTALEM GLOBAL ED INC
+$219.0K
4,877
+16%
建仓
IPKW
INVESCO EXCH TRADED FD TR II
+$216.0K
4,100
清仓
GOCT
FIRST TR EXCHNG TRADED FD VI
-$214.8K
0
-100%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$212.9K
8,901
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$210.1K
9,137
+42%
建仓
PIZ
INVESCO EXCH TRADED FD TR II
+$209.8K
4,400
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$204.0K
2,916
建仓
ABBV
ABBVIE INC
+$202.6K
875
建仓
VOT
VANGUARD INDEX FDS
+$201.3K
685
增持
SGOV
ISHARES TR
+$200.3K
6,067
+49%
增持
TSLA
TESLA INC
+$199.0K
1,444
+4%
减持
AMZN
AMAZON COM INC
-$197.7K
11,763
-7%
减持
SPYV
SPDR SERIES TRUST
-$181.9K
26,876
-16%
增持
GIII
G III APPAREL GROUP LTD
+$181.8K
25,609
+15%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$180.4K
9,388
-31%
增持
PEGA
PEGASYSTEMS INC
+$172.7K
32,084
+4%
增持
IYW
ISHARES TR
+$167.3K
4,576
+9%
增持
HYMB
SPDR SERIES TRUST
+$165.0K
15,176
+76%
减持
USFR
WISDOMTREE TR
-$162.7K
8,504
-28%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$158.1K
2,789
+19%
减持
JPM
JPMORGAN CHASE & CO.
+$157.5K
8,137
-2%
增持
AYI
ACUITY INC
+$156.9K
3,096
+2%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$150.6K
3,041
-11%
减持
QUAL
ISHARES TR
+$149.3K
13,672
-0%
增持
META
META PLATFORMS INC
+$148.0K
1,691
+14%
减持
MSFT
MICROSOFT CORP
-$144.2K
7,260
-8%
减持
VTV
VANGUARD INDEX FDS
-$132.0K
3,972
-20%
增持
LDOS
LEIDOS HOLDINGS INC
+$127.7K
3,078
+7%
增持
PFF
ISHARES TR
+$126.8K
30,723
+12%
减持
MO
ALTRIA GROUP INC
-$124.8K
5,693
-33%
减持
VOO
VANGUARD INDEX FDS
+$122.4K
4,552
-3%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$114.7K
32,374
+1%
增持
RTX
RTX CORPORATION
+$103.4K
3,057
+9%
减持
XLE
SELECT SECTOR SPDR TR
-$102.9K
4,705
-24%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$96.6K
11,247
-23%
减持
MCD
MCDONALDS CORP
-$92.1K
755
-31%
减持
SMH
VANECK ETF TRUST
-$90.2K
1,333
-29%
减持
T
AT&T INC
-$87.7K
12,624
-18%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$87.0K
6,787
+21%
增持
MINT
PIMCO ETF TR
+$85.5K
3,801
+29%
增持
FLOT
ISHARES TR
+$82.2K
10,896
+17%
减持
XLK
SELECT SECTOR SPDR TR
-$80.9K
3,181
-18%
增持
INTU
INTUIT
-$77.9K
774
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$77.7K
920
-38%
增持
EFA
ISHARES TR
+$76.5K
14,083
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$72.4K
756
-22%
减持
VNQ
VANGUARD INDEX FDS
-$72.0K
2,458
-26%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$70.0K
47,995
+2%
