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First Pacific Financial 13F 持仓明细(2026-03-31) · 小隐寺数据中心
First Pacific Financial
报告期 2026-03-31 · CIK 0001810089
持仓数
663
前50大市值合计
$677.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 105 项
建仓 6
增持 73
减持 19
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BND
VANGUARD BD INDEX FDS
-$10.9M
12,609
-92%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$9.9M
48,289
-89%
减持
AAXJ
ISHARES TR
-$4.1M
4,322
-93%
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
VTEB
VANGUARD MUN BD FDS
-$3.4M
5,335
-93%
减持
OEF
ISHARES TR
-$3.0M
211,474
-2%
减持
EFG
ISHARES TR
-$1.9M
37,468
-35%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$1.8M
0
-100%
减持
FNDA
SCHWAB STRATEGIC TR
-$1.2M
382,321
-1%
减持
SUSB
ISHARES TR
-$1.2M
319,713
-11%
减持
FNDF
SCHWAB STRATEGIC TR
-$1.2M
47,276
-43%
建仓
SDG
ISHARES TR
+$1.1M
15,521
建仓
IWL
ISHARES TR
+$991.0K
11,676
减持
MDYG
SPDR SER TR
-$907.0K
6,572
-69%
减持
VTI
VANGUARD INDEX FDS
-$863.0K
2,982
-60%
增持
MDYV
SPDR SER TR
-$786.0K
307,787
+0%
增持
JNJ
JOHNSON & JOHNSON
+$703.0K
5,888
+304%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$627.0K
0
-100%
清仓
MSA
MSA SAFETY INC
-$597.0K
0
-100%
建仓
DIS
DISNEY WALT CO
+$551.0K
5,841
清仓
FTV
FORTIVE CORP
-$513.0K
0
-100%
清仓
NUEM
NUSHARES ETF TR
-$507.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$502.0K
16,843
+26%
建仓
—
LIVENT CORP
+$497.0K
16,221
增持
GOVT
ISHARES TR
+$451.0K
99,655
+31%
减持
VOO
VANGUARD INDEX FDS
-$441.0K
12,509
-5%
增持
IWF
ISHARES TR
+$389.0K
3,233
+143%
清仓
LITE
LUMENTUM HLDGS INC
-$339.0K
0
-100%
减持
NULV
NUSHARES ETF TR
-$334.0K
10,314
-47%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$290.0K
1,254
增持
GRNB
VANECK ETF TRUST
+$242.0K
38,968
+45%
清仓
CWI
SPDR INDEX SHS FDS
-$232.0K
0
-100%
建仓
—
EXXON MOBIL CORP
+$211.0K
2,414
增持
VZ
VERIZON COMMUNICATIONS INC
-$210.0K
23,556
+8%
增持
INTC
INTEL CORP
+$209.0K
23,744
+120%
增持
AAPL
APPLE INC
+$205.0K
11,409
+14%
增持
ESML
ISHARES TR
+$172.0K
17,538
+51%
减持
AMT
AMERICAN TOWER CORP NEW
-$172.0K
3,984
-1%
增持
CHD
CHURCH & DWIGHT CO INC
-$153.0K
10,475
+8%
增持
PFE
PFIZER INC
+$144.0K
25,757
+37%
增持
NKE
NIKE INC
-$128.0K
8,130
+3%
增持
BYND
BEYOND MEAT INC
-$125.0K
16,706
+11%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$112.0K
2,286
+13%
增持
SYY
SYSCO CORP
-$105.0K
10,579
+5%
增持
NTR
NUTRIEN LTD
+$105.0K
11,597
+7%
增持
XYL
XYLEM INC
+$102.0K
7,593
+6%
增持
NDAQ
NASDAQ INC
+$101.0K
13,671
+210%
增持
TGT
TARGET CORP
+$100.0K
5,885
+7%
增持
JD
JD.COM INC
-$93.0K
10,157
+8%
减持
NUSC
NUSHARES ETF TR
-$93.0K
72,760
-2%
增持
—
EATON CORP PLC
+$90.0K
6,656
+5%
增持
CMI
CUMMINS INC
+$84.0K
3,848
+7%
增持
MKC
MCCORMICK & CO INC
-$82.0K
12,639
+7%
增持
IEX
IDEX CORP
+$78.0K
2,961
+5%
增持
VUG
VANGUARD INDEX FDS
-$76.0K
53,483
+3%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$74.0K
14,575
+3%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$65.0K
78,358
+8%
减持
SCHM
SCHWAB STRATEGIC TR
-$65.0K
28,137
-0%
增持
CRM
SALESFORCE INC
-$63.0K
5,998
+7%
增持
WY
WEYERHAEUSER CO MTN BE
-$60.0K
21,358
+6%
减持
SPYX
SPDR SER TR
-$60.0K
2,980
-14%
增持
MRVL
MARVELL TECHNOLOGY INC
+$59.0K
12,607
+14%
增持
—
GARMIN LTD
-$56.0K
7,444
+12%
增持
HD
HOME DEPOT INC
+$54.0K
2,882
+7%
增持
GOOG
ALPHABET INC
-$52.0K
7,512
+2022%
增持
WM
WASTE MGMT INC DEL
+$52.0K
5,908
+1%
增持
DHR
DANAHER CORPORATION
+$52.0K
3,409
+4%
增持
COST
COSTCO WHSL CORP NEW
+$47.0K
5,086
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$46.0K
3,444
+6%
减持
IAU
ISHARES GOLD TR
-$45.0K
7,732
-8%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$45.0K
4,343
+9%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$41.0K
796
-9%
增持
HE
HAWAIIAN ELEC INDUSTRIES
-$39.0K
14,401
+9%
增持
NEE
NEXTERA ENERGY INC
+$38.0K
8,289
+5%
增持
WTRG
ESSENTIAL UTILS INC
-$37.0K
15,398
+5%
增持
POR
PORTLAND GEN ELEC CO
-$36.0K
10,868
+3%
增持
BDX
BECTON DICKINSON & CO
-$33.0K
3,683
+6%
增持
ED
CONSOLIDATED EDISON INC
-$32.0K
7,103
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.0K
2,533
+7%
增持
ITW
ILLINOIS TOOL WKS INC
+$31.0K
3,518
+6%
增持
—
UNILEVER PLC
+$31.0K
17,489
+9%
增持
V
VISA INC
-$24.0K
3,962
+7%
增持
PH
PARKER-HANNIFIN CORP
+$24.0K
2,675
+5%
增持
—
ASML HOLDING N V
-$23.0K
1,179
+9%
增持
APD
AIR PRODS & CHEMS INC
+$23.0K
3,681
+6%
增持
UNP
UNION PAC CORP
-$22.0K
3,132
+6%
增持
—
ACCENTURE PLC IRELAND
-$19.0K
3,719
+6%
增持
SHW
SHERWIN WILLIAMS CO
-$19.0K
3,425
+7%
增持
IWS
ISHARES TR
-$17.0K
22,283
+5%
增持
NSC
NORFOLK SOUTHN CORP
-$15.0K
2,967
+6%
增持
CNI
CANADIAN NATL RY CO
+$13.0K
5,503
+6%
增持
—
BLACKROCK INC
-$12.0K
1,168
+9%
增持
ROP
ROPER TECHNOLOGIES INC
-$11.0K
1,967
+8%
增持
MRK
MERCK & CO INC
+$11.0K
10,811
+7%
增持
ECL
ECOLAB INC
-$10.0K
5,444
+5%
增持
—
MEDTRONIC PLC
-$10.0K
8,936
+10%
增持
ADI
ANALOG DEVICES INC
+$9.0K
6,018
+6%
增持
BX
BLACKSTONE INC
-$9.0K
8,457
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.0K
2,071
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$8.0K
1,757
+1%
增持
CSCO
CISCO SYS INC
+$8.0K
17,679
+8%
增持
—
AVANGRID INC
-$7.0K
12,124
+9%
增持
—
BROOKFIELD ASSET MGMT INC
-$6.0K
12,179
+7%
增持
TTEK
TETRA TECH INC NEW
+$4.0K
5,314
+7%
增持
AWR
AMER STATES WTR CO
+$4.0K
8,676
+5%
增持
BWA
BORGWARNER INC
+$2.0K
10,021
+7%
