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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 65
减持 46
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$5.2M
52,949
+14%
增持
SHY
ISHARES TR
+$4.5M
57,126
+1931%
清仓
TLT
ISHARES TR
-$4.1M
0
-100%
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
IEFA
ISHARES TR
+$3.9M
223,658
+21%
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$3.6M
92,767
清仓
PJUL
INNOVATOR ETFS TRUST
-$2.9M
0
-100%
增持
ECOW
PACER FDS TR
+$2.2M
114,654
+342%
清仓
RGLD
ROYAL GOLD INC
-$2.1M
0
-100%
建仓
EXEL
EXELIXIS INC
+$2.0M
45,451
建仓
EOCT
INNOVATOR ETFS TRUST
+$1.7M
54,307
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.7M
8,044
-53%
建仓
AMG
AFFILIATED MANAGERS GROUP IN
+$1.5M
5,294
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
189,610
+18%
减持
COWZ
PACER FDS TR
-$1.3M
23,284
-51%
增持
RLY
SSGA ACTIVE ETF TR
+$1.3M
219,030
+21%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.2M
244,198
+17%
增持
VO
VANGUARD INDEX FDS
+$1.2M
27,602
+18%
清仓
GPN
GLOBAL PMTS INC
-$1.1M
0
-100%
增持
GOOG
ALPHABET INC
+$1.1M
11,681
+10%
建仓
IOCT
INNOVATOR ETFS TRUST
+$1.0M
29,426
清仓
RFIX
SIMPLIFY EXCHANGE TRADED FUN
-$977.5K
0
-100%
减持
EVR
EVERCORE INC
-$938.8K
2,860
-50%
增持
VB
VANGUARD INDEX FDS
+$924.2K
21,566
+18%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$903.7K
0
-100%
建仓
ILMN
ILLUMINA INC
+$840.9K
6,411
增持
AGG
ISHARES TR
+$825.3K
77,552
+12%
清仓
UAL
UNITED AIRLS HLDGS INC
-$817.9K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$729.4K
102,160
+11%
清仓
GIII
G III APPAREL GROUP LTD
-$681.5K
0
-100%
减持
CART
MAPLEBEAR INC
-$669.1K
18,412
-55%
清仓
IJUL
INNOVATOR ETFS TRUST
-$649.8K
0
-100%
减持
COWG
PACER FDS TR
-$624.6K
131,661
-9%
增持
SCHP
SCHWAB STRATEGIC TR
+$574.2K
133,966
+21%
清仓
EJUL
INNOVATOR ETFS TRUST
-$534.4K
0
-100%
减持
ICOW
PACER FDS TR
-$510.4K
71,132
-21%
增持
VTEB
VANGUARD MUN BD FDS
+$501.2K
41,536
+31%
增持
MUB
ISHARES TR
+$501.1K
21,700
+27%
建仓
FFIV
F5 INC
+$497.0K
1,947
增持
FPE
FIRST TR EXCH TRADED FD III
+$489.4K
115,119
+31%
增持
USRT
ISHARES TR
+$475.8K
54,211
+22%
增持
SPY
SPDR S&P 500 ETF TR
+$447.8K
16,876
+2%
建仓
PANW
PALO ALTO NETWORKS INC
+$412.4K
2,239
减持
GOOGL
ALPHABET INC
+$403.4K
6,245
-2%
建仓
EQL
ALPS ETF TR
+$387.9K
8,364
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$347.6K
5,980
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$344.9K
6,770
清仓
ET
ENERGY TRANSFER L P
-$319.3K
0
-100%
减持
MSFT
MICROSOFT CORP
-$317.6K
7,118
-2%
清仓
—
ACCENTURE PLC IRELAND
-$311.5K
0
-100%
清仓
SFM
SPROUTS FMRS MKT INC
-$308.2K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$305.6K
64,326
+9%
减持
CVSA
ADTALEM GLOBAL ED INC
-$301.6K
4,365
-10%
建仓
VXUS
VANGUARD STAR FDS
+$286.5K
3,798
建仓
CAT
CATERPILLAR INC
+$273.0K
477
清仓
UBER
UBER TECHNOLOGIES INC
-$267.0K
0
-100%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$266.0K
32,740
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$263.2K
49,837
+7%
增持
QQQ
INVESCO QQQ TR
+$261.7K
11,502
+1%
清仓
PG
PROCTER AND GAMBLE CO
-$252.6K
0
-100%
减持
LLY
ELI LILLY & CO
+$242.6K
822
-2%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$240.4K
208,194
+5%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$228.9K
1,069
清仓
VNQ
VANGUARD INDEX FDS
-$224.7K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$223.1K
394
清仓
OKLO
OKLO INC
-$220.8K
0
-100%
建仓
THRO
BLACKROCK ETF TRUST
+$220.1K
5,709
清仓
SUB
ISHARES TR
-$216.8K
0
-100%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$214.1K
23,191
-30%
建仓
MRK
MERCK & CO INC
+$212.9K
2,022
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$210.4K
28,088
-14%
增持
ORCL
ORACLE CORP
-$210.3K
2,940
+6%
清仓
KR
KROGER CO
-$209.2K
0
-100%
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$207.4K
3,859
清仓
ABBV
ABBVIE INC
-$202.6K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$201.3K
0
-100%
增持
MO
ALTRIA GROUP INC
+$194.1K
9,889
+74%
减持
OEF
ISHARES TR
+$188.9K
24,956
-1%
减持
GLD
SPDR GOLD TR
+$185.0K
4,540
-0%
增持
SGOV
ISHARES TR
+$167.2K
7,752
+28%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$166.1K
3,382
+21%
减持
NYT
NEW YORK TIMES CO
+$159.5K
17,225
-5%
减持
FIX
COMFORT SYS USA INC
+$145.1K
2,570
-6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$143.2K
10,393
+21%
减持
AMZN
AMAZON COM INC
+$129.3K
11,750
-0%
减持
NXT
NEXTPOWER INC
+$125.4K
24,821
-10%
增持
JNK
SPDR SERIES TRUST
+$121.9K
17,443
+9%
增持
VOO
VANGUARD INDEX FDS
+$119.2K
4,635
+2%
增持
NFLX
NETFLIX INC
-$117.1K
4,902
+919%
减持
HD
HOME DEPOT INC
-$112.2K
1,077
-10%
增持
HYMB
SPDR SERIES TRUST
+$107.9K
19,496
+28%
增持
IAU
ISHARES GOLD TR
+$107.4K
10,359
+3%
增持
WMT
WALMART INC
+$103.9K
9,172
+3%
增持
RTX
RTX CORPORATION
+$103.0K
3,351
+10%
增持
VTI
VANGUARD INDEX FDS
+$95.4K
1,692
+18%
减持
CVX
CHEVRON CORP NEW
-$90.9K
1,999
-22%
减持
IJH
ISHARES TR
-$89.4K
5,307
-21%
增持
IBHF
ISHARES TR
+$89.3K
268,721
+3%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$86.6K
116,454
+4%
减持
SCHZ
SCHWAB STRATEGIC TR
-$84.6K
10,963
-25%
减持
COST
COSTCO WHSL CORP NEW
-$83.2K
720
-5%
减持
SHV
ISHARES TR
-$82.7K
2,982
-20%
减持
LDOS
LEIDOS HOLDINGS INC
-$78.8K
2,787
-9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$63.7K
1,055
+15%
减持
T
AT&T INC
-$62.5K
11,837
-6%
增持
IWM
ISHARES TR
+$60.7K
1,683
+15%
减持
AYI
ACUITY INC
-$59.9K
2,795
-10%
增持
EFA
ISHARES TR
+$59.9K
14,316
+2%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$59.5K
7,990
-13%
减持
SYBT
STOCK YDS BANCORP INC
-$57.8K
6,955
-4%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$57.3K
49,075
+2%
减持
IJR
ISHARES TR
-$55.3K
2,403
-17%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$53.1K
18,389
+14%
增持
IYW
ISHARES TR
+$52.0K
4,749
+4%
减持
TSLA
TESLA INC
-$51.2K
1,314
-9%
减持
BIL
SPDR SERIES TRUST
-$50.4K
37,563
-1%
减持
NVDA
NVIDIA CORPORATION
-$48.4K
20,012
-1%
减持
BDC
BELDEN INC
-$46.8K
8,983
-1%
增持
SMH
VANECK ETF TRUST
+$46.7K
1,338
+0%
增持
SPYV
SPDR SERIES TRUST
+$41.9K
26,913
+0%
增持
—
SPOTIFY TECHNOLOGY S A
-$39.5K
384
+2%
增持
PM
PHILIP MORRIS INTL INC
+$38.4K
1,901
+16%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$38.0K
9,569
-7%
减持
—
EXXON MOBIL CORP
+$37.6K
7,655
-2%
减持
RYLD
GLOBAL X FDS
-$37.1K
12,529
-18%
增持
VUG
VANGUARD INDEX FDS
+$36.9K
1,221
+5%
减持
XYLD
GLOBAL X FDS
-$36.4K
5,073
-18%
增持
XLE
SELECT SECTOR SPDR TR
-$36.1K
8,593
+83%
增持
HOOD
ROBINHOOD MKTS INC
-$35.9K
2,313
+11%
增持
VYM
VANGUARD WHITEHALL FDS
+$35.6K
4,113
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$35.1K
15,091
-8%
增持
MCK
MCKESSON CORP
+$34.9K
466
+4%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$34.8K
667
+8%
减持
QYLD
GLOBAL X FDS
-$33.0K
13,236
-16%
增持
PIZ
INVESCO EXCH TRADED FD TR II
+$32.7K
4,950
+13%
减持
LOW
LOWES COS INC
-$31.9K
969
-8%
减持
JNJ
JOHNSON & JOHNSON
+$29.8K
1,674
-2%
减持
AAPL
APPLE INC
-$28.5K
20,061
-7%
增持
VTV
VANGUARD INDEX FDS
+$27.8K
4,024
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$26.9K
6,414
+102%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$26.9K
1,343
+8%
减持
USFR
WISDOMTREE TR
-$25.9K
7,980
-6%
增持
SCHW
SCHWAB CHARLES CORP
+$24.1K
3,615
+2%
增持
META
META PLATFORMS INC
-$23.6K
1,845
+9%
增持
GEV
GE VERNOVA INC
+$23.0K
371
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$22.9K
6,877
+1%
减持
AZZ
AZZ INC
-$21.6K
8,434
-1%
增持
V
VISA INC
+$21.5K
2,148
+0%
减持
CAH
CARDINAL HEALTH INC
-$20.5K
1,321
-29%
增持
MPC
MARATHON PETE CORP
-$20.4K
1,318
+8%
增持
FLOT
ISHARES TR
+$19.9K
11,336
+4%
