Pacific Wealth Management — Q1 2025 13F 持股

Name: Pacific Wealth Management — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001852338

申报总市值

US$1.9亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	56.86%	-2.15%	+1.08%
2	GOVT	Ishares US Treasury Bond ETF	ETF-政府公债	8.44%	+1.31%	+44.79%
3	QLTA	Ishares Aaa - A Rated Corpor	ETF-其他	8.33%	-6.79%	+1.21%
4	JAAA	Janus Henderson Aaa Clo ETF	ETF-其他	7.30%	—	+1.58%
5	COWZ	Pacer US Cash Cows 100 ETF	ETF-其他	5.06%	—	+1.50%
6	ABBV	Abbvie INC	股票-医疗保健	4.57%	+0.39%	-0.59%
7	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	3.99%	+0.55%	+2.17%
8	QUAL	Ishares Msci USA Quality Fac	ETF-其他	2.14%	—	+0.99%
9	ABT	Abbott Laboratories	股票-医疗保健	1.86%	-0.10%	-1.50%
10	INTU	Intuit INC	股票-科技	0.21%	-0.05%	—
11	QCOM	Qualcomm INC	股票-科技	0.20%	-0.13%	EXIT
12	AAPL	Apple INC	股票-科技	0.19%	-0.02%	—
13	DGRO	Ishares Core Dividend Growth	ETF-其他	0.18%	—	—
14	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.18%	+0.02%	—
15	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.15%	+0.01%	-5.28%
16	MSFT	Microsoft CORP	股票-科技	0.13%	-0.02%	+0.15%
17	ONTO	Onto Innovation INC	股票-科技	0.12%	+0.06%	—
18	PSLV	Sprott Physical Silver Trust	股票-其他	0.10%	+0.13%	—

Pacific Wealth Management 于截至 Q1 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	新建仓
2	GOVT	Ishares US Treasury Bond ETF	—	NEW	新建仓
3	QLTA	Ishares Aaa - A Rated Corpor	—	NEW	新建仓
4	JAAA	Janus Henderson Aaa Clo ETF	—	NEW	新建仓
5	COWZ	Pacer US Cash Cows 100 ETF	—	NEW	新建仓
6	ABBV	Abbvie INC	—	NEW	新建仓
7	VCIT	Vanguard Int-term Corporate	—	NEW	新建仓
8	QUAL	Ishares Msci USA Quality Fac	—	NEW	新建仓
9	ABT	Abbott Laboratories	—	NEW	新建仓
10	INTU	Intuit INC	—	NEW	新建仓
11	QCOM	Qualcomm INC	—	NEW	新建仓
12	AAPL	Apple INC	—	NEW	新建仓
13	DGRO	Ishares Core Dividend Growth	—	NEW	新建仓
14	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	新建仓
15	VOO	Vanguard S&p 500 ETF	—	NEW	新建仓
16	MSFT	Microsoft CORP	—	NEW	新建仓
17	ONTO	Onto Innovation INC	—	NEW	新建仓
18	PSLV	Sprott Physical Silver Trust	—	NEW	新建仓