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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
$157.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 79 项
建仓 5
增持 56
减持 15
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.2M
307,739
+21%
增持
AAPL
APPLE INC
+$1.2M
142,701
+3%
清仓
FSLY
FASTLY INC
-$1.1M
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
—
INVESCO EXCH TRD SLF IDX FD
+$988.0K
240,162
+24%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$988.0K
225,674
+26%
增持
GOOGL
ALPHABET INC
+$926.0K
2,647
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$824.0K
167,641
+25%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$802.0K
164,341
+25%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$705.0K
179,760
+21%
增持
FNDA
SCHWAB STRATEGIC TR
+$589.0K
115,436
+14%
增持
XCHYX
CALAMOS CONV & HIGH INCOME F
+$582.0K
606,893
+11%
增持
MSFT
MICROSOFT CORP
+$473.0K
32,981
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$449.0K
144,551
+11%
增持
ARKW
ARK ETF TR
-$436.0K
39,476
+3%
增持
ARKG
ARK ETF TR
-$435.0K
44,342
+9%
增持
QQQ
INVESCO QQQ TR
+$406.0K
33,139
+3%
增持
PYPL
PAYPAL HLDGS INC
-$348.0K
11,846
+1%
增持
CRM
SALESFORCE COM INC
+$334.0K
10,106
+3%
建仓
JNJ
JOHNSON & JOHNSON
+$319.0K
1,975
增持
TTD
THE TRADE DESK INC
-$315.0K
47,594
+1%
增持
CAT
CATERPILLAR INC
-$314.0K
13,421
+1%
增持
META
FACEBOOK INC
+$298.0K
2,975
+45%
增持
ARKK
ARK ETF TR
-$293.0K
30,120
+9%
增持
HD
HOME DEPOT INC
+$290.0K
16,542
+3%
增持
FNDX
SCHWAB STRATEGIC TR
+$264.0K
140,401
+5%
建仓
STIP
ISHARES TR
+$264.0K
2,500
清仓
—
CRISPR THERAPEUTICS AG
-$252.0K
0
-100%
建仓
ULTA
ULTA BEAUTY INC
+$248.0K
687
减持
XLK
SELECT SECTOR SPDR TR
-$244.0K
62,235
-4%
建仓
NFLX
NETFLIX INC
+$219.0K
358
增持
SCHG
SCHWAB STRATEGIC TR
+$216.0K
89,602
+0%
清仓
NIO
NIO INC
-$212.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$209.0K
25,994
+302%
增持
DOCU
DOCUSIGN INC
-$205.0K
10,391
+1%
增持
NOBL
PROSHARES TR
+$202.0K
125,957
+4%
增持
LMT
LOCKHEED MARTIN CORP
-$189.0K
6,223
+1%
增持
PG
PROCTER AND GAMBLE CO
+$185.0K
18,118
+4%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$183.0K
97,468
+2%
增持
MCD
MCDONALDS CORP
+$161.0K
5,855
+8%
增持
COST
COSTCO WHSL CORP NEW
+$160.0K
2,006
+7%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$143.0K
679,750
+2%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$142.0K
14,313
减持
T
AT&T INC
-$97.0K
30,767
-5%
增持
SHOP
SHOPIFY INC
-$96.0K
1,645
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$95.0K
19,029
+4%
增持
SQ
SQUARE INC
+$87.0K
7,630
+7%
增持
CLX
CLOROX CO DEL
-$77.0K
11,579
+4%
减持
DIS
DISNEY WALT CO
-$74.0K
7,301
-2%
增持
QCOM
QUALCOMM INC
-$74.0K
10,739
+5%
增持
PFE
PFIZER INC
+$67.0K
10,801
+6%
增持
AMZN
AMAZON COM INC
-$66.0K
3,089
+4%
减持
KO
COCA COLA CO
-$60.0K
26,758
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$55.0K
18,538
+1%
减持
SCHB
SCHWAB STRATEGIC TR
-$55.0K
7,248
-6%
增持
NOC
NORTHROP GRUMMAN CORP
+$50.0K
3,059
+6%
增持
PEP
PEPSICO INC
+$49.0K
8,926
+2%
增持
CVS
CVS HEALTH CORP
+$48.0K
10,503
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$45.0K
6,839
-2%
增持
TSCO
TRACTOR SUPPLY CO
+$33.0K
2,041
+0%
减持
XLC
SELECT SECTOR SPDR TR
-$31.0K
8,263
-3%
减持
XLI
SELECT SECTOR SPDR TR
-$31.0K
3,913
-3%
减持
VCV
INVESCO CALIF VALUE MUN INCO
-$29.0K
74,548
-2%
增持
SO
SOUTHERN CO
+$29.0K
9,673
+3%
增持
ABBV
ABBVIE INC
-$28.0K
9,402
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$27.0K
4,535
-0%
增持
SCHD
SCHWAB STRATEGIC TR
-$24.0K
34,342
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$24.0K
15,708
-6%
增持
KMB
KIMBERLY-CLARK CORP
+$24.0K
10,190
+3%
减持
IGR
CBRE CLARION GLOBAL REAL EST
-$18.0K
32,500
-1%
减持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
+$18.0K
245,776
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$16.0K
73,361
+3%
减持
DUK
DUKE ENERGY CORP NEW
-$9.0K
3,688
-1%
增持
XBOEX
BLACKROCK ENHANCED GLOBAL DI
+$7.0K
15,655
+12%
增持
V
VISA INC
+$6.0K
3,950
+6%
增持
MRK
MERCK & CO INC
-$5.0K
18,277
+3%
增持
MO
ALTRIA GROUP INC
-$2.0K
9,705
+4%
减持
XLY
SELECT SECTOR SPDR TR
+$1.0K
3,030
-0%
增持
BSRR
SIERRA BANCORP
+$1.0K
12,125
+5%
增持
PM
PHILIP MORRIS INTL INC
+$0
8,641
+5%