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Pacific Wealth Strategies Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Pacific Wealth Strategies Group, Inc.

报告期 2026-03-31 · CIK 0001766571

持仓数

62

前50大市值合计

$157.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NOBL PROSHARES TR

S&P 500 DV ARIST

$20.8M

196,184

13.2%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$18.7M

642,994

11.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$16.3M

24,996

10.3%

AAPL APPLE INC

COM

$9.7M

38,288

6.2%

GOOGL ALPHABET INC

CAP STK CL A

$7.9M

27,328

5.0%

AMZN AMAZON COM INC

COM

$6.3M

30,066

4.0%

NVDA NVIDIA CORPORATION

COM

$6.2M

35,533

3.9%

XCHYX CALAMOS CONV & HIGH INCOME F

COM SHS

$5.9M

546,229

3.8%

MSFT MICROSOFT CORP

COM

$5.9M

16,040

3.8%

LLY ELI LILLY & CO

COM

$4.4M

4,761

2.8%

BSCQ INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB

$3.3M

167,201

2.1%

OHI OMEGA HEALTHCARE INVS INC

COM

$3.1M

71,387

2.0%

BSCR INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB

$3.1M

157,936

2.0%

BSJQ INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 26

$3.1M

133,383

2.0%

BSJR INVESCO EXCH TRD SLF IDX FD

BULETSHS 2027

$2.9M

131,235

1.9%

PKW INVESCO EXCHANGE TRADED FD T

BUYBACK ACHIEV

$2.7M

20,496

1.7%

BSCS INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28

$2.6M

126,693

1.6%

BSJS INVESCO EXCH TRD SLF IDX FD

INVSCO 28 HYCORP

$2.6M

118,877

1.6%

BSCT INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029

$2.1M

114,714

1.4%

GS GOLDMAN SACHS GROUP INC

COM

$2.0M

2,389

1.3%

HACK AMPLIFY ETF TR

AMPLIFY CYBERSEC

$2.0M

26,663

1.3%

CVX CHEVRON CORPORATION

COM

$1.7M

8,458

1.1%

GOOG ALPHABET INC

CAP STK CL C

$1.7M

5,988

1.1%

BSJT INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029 HG

$1.6M

76,287

1.0%

V VISA INC

COM CL A

$1.6M

5,224

1.0%

SO SOUTHERN CO

COM

$1.6M

16,086

1.0%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$1.5M

49,625

1.0%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$1.4M

9,384

0.9%

HD HOME DEPOT INC

COM

$1.2M

3,620

0.8%

CRWD CROWDSTRIKE HLDGS INC

CL A

$1.2M

3,031

0.7%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.2M

3,483

0.7%

WMT WALMART INC

COM

$1.2M

9,387

0.7%

CALF PACER FDS TR

US SMALL CAP CAS

$934.6K

20,829

0.6%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$895.5K

6,738

0.6%

B BARRICK MNG CORP

COM SHS

$853.2K

20,916

0.5%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$718.1K

1

0.5%

VCV INVESCO CALIF VALUE MUN INCO

COM

$696.2K

66,683

0.4%

ICOW PACER FDS TR

DEVELOPED MRKT

$695.2K

16,381

0.4%

NAC NUVEEN CA DIVI ADV MUN

COM

$674.7K

57,915

0.4%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$671.8K

9,123

0.4%

ABBV ABBVIE INC

COM

$663.6K

3,051

0.4%

RIET ETF SER SOLUTIONS

HOYA CAPT HI DIV

$510.1K

56,739

0.3%

— BANK AMERICA CORP

7.25%CNV PFD L

$442.1K

371

0.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$432.9K

750

0.3%

NOW SERVICENOW INC

COM

$425.0K

4,065

0.3%

NET CLOUDFLARE INC

CL A COM

$412.7K

2,000

0.3%

LMT LOCKHEED MARTIN CORP

COM

$398.9K

660

0.3%

NFLX NETFLIX INC.

COM

$350.9K

3,650

0.2%

GE GE AEROSPACE

COM NEW

$348.4K

1,228

0.2%

— EXXON MOBIL CORP

COM

$339.3K

2,000

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

50%前 6 大占比

NOBL13.2%SCHG11.9%SPY10.3%AAPL6.2%GOOGL5.0%AMZN4.0%