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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 76 项
增持 9
减持 36
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$17.7M
53,975
-62%
减持
SCHG
SCHWAB STRATEGIC TR
-$8.2M
89,085
-50%
减持
XLK
SELECT SECTOR SPDR TR
-$8.2M
9,559
-84%
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。
减持
QQQ
INVESCO QQQ TR
-$7.9M
17,132
-51%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$7.5M
222,108
-72%
增持
AMZN
AMAZON COM INC
-$7.4M
29,708
+820%
减持
MSFT
MICROSOFT CORP
-$7.1M
11,198
-66%
减持
NOBL
PROSHARES TR
-$6.9M
68,443
-49%
减持
FNDX
SCHWAB STRATEGIC TR
-$6.0M
76,031
-55%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$5.5M
52,043
-51%
减持
XCHYX
CALAMOS CONV & HIGH INCOME F
-$5.4M
369,317
-45%
减持
GOOGL
ALPHABET INC
-$5.3M
1,183
-58%
减持
FNDA
SCHWAB STRATEGIC TR
-$4.0M
59,965
-52%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$3.7M
116,247
-60%
减持
HD
HOME DEPOT INC
-$3.1M
3,601
-74%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$3.0M
96,406
-60%
减持
NVDA
NVIDIA CORPORATION
-$2.9M
14,261
-23%
减持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
-$2.9M
38,245
-85%
清仓
LMT
LOCKHEED MARTIN CORP
-$2.7M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$2.7M
826
-87%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.5M
32,572
-60%
减持
TTD
THE TRADE DESK INC
-$2.3M
19,499
-57%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.1M
7,540
-49%
减持
CAT
CATERPILLAR INC
-$1.9M
3,637
-68%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.8M
49,318
-46%
清仓
ABBV
ABBVIE INC
-$1.8M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.6M
0
-100%
清仓
CLX
CLOROX CO DEL
-$1.6M
0
-100%
清仓
PEP
PEPSICO INC
-$1.5M
0
-100%
清仓
MCD
MCDONALDS CORP
-$1.5M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
1,834
-67%
清仓
MRK
MERCK & CO. INC
-$1.5M
0
-100%
减持
ARKK
ARK ETF TR
-$1.5M
20,969
-39%
减持
XLV
SELECT SECTOR SPDR TR
-$1.4M
2,540
-80%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.3M
13,500
-82%
清仓
COST
COSTCO WHSL CORP NEW
-$1.2M
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$1.2M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
5,657
-57%
清仓
CVS
CVS HEALTH CORP
-$1.1M
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$984.0K
0
-100%
减持
CRM
SALESFORCE INC
-$862.0K
6,363
-29%
增持
SHOP
SHOPIFY INC
-$782.0K
8,990
+472%
减持
QCOM
QUALCOMM INC
-$753.0K
7,170
-34%
清仓
ARKW
ARK ETF TR
-$623.0K
0
-100%
减持
META
META PLATFORMS INC
-$620.0K
3,263
-37%
清仓
TSCO
TRACTOR SUPPLY CO
-$593.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$550.0K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$523.0K
0
-100%
减持
VCV
INVESCO CALIF VALUE MUN INCO
-$511.0K
29,786
-60%
清仓
CSCO
CISCO SYS INC
-$508.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$492.0K
0
-100%
清仓
T
AT&T INC
-$401.0K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$397.0K
0
-100%
减持
PFE
PFIZER INC
-$387.0K
3,977
-65%
清仓
SCHB
SCHWAB STRATEGIC TR
-$375.0K
0
-100%
清仓
SO
SOUTHERN CO
-$370.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$328.0K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$316.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$314.0K
0
-100%
清仓
BSRR
SIERRA BANCORP
-$303.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$255.0K
0
-100%
清仓
NET
CLOUDFLARE INC
-$254.0K
0
-100%
增持
TSLA
TESLA INC
-$245.0K
923
+15%
增持
ULTA
ULTA BEAUTY INC
+$232.0K
2,974
+30%
清仓
DUK
DUKE ENERGY CORP NEW
-$213.0K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$205.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$151.0K
22,076
+1%
减持
XBOEX
BLACKROCK ENHANCED GLOBAL DI
-$126.0K
14,125
-39%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$125.0K
0
-100%
减持
KO
COCA COLA CO
-$116.0K
13,849
-13%
增持
IGR
CBRE GBL REAL ESTATE INC FD
-$54.0K
38,000
+4%
增持
DIS
DISNEY WALT CO
-$48.0K
9,239
+38%
增持
V
VISA INC
-$44.0K
4,361
+7%
清仓
—
BRF SA
-$40.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$28.0K
1,873
-8%
增持
MNKD
MANNKIND CORP
+$2.0K
13,680
+1%