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Pacific Wealth Strategies Group, Inc.

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$1.6億

申報季度: 2026-03-31 · 持股檔數: 62

Pacific Wealth Strategies Group, Inc.在最新一期 13F 報告中揭露了 62 項持股，申報期為 2026-03-31，總持股市值約為 US$1.6億，季度換手率為 25.9%。

機構性格雪花圖

集中度
23.11
持倉穩定性
25.86
動能／逆勢
100
產業集中度
67.35
多樣化
100
倉位均衡度
83.8

近期動向

  • 減碼 SPY

    -33.2%　-US$925.8萬

  • 加碼 SCHG

    +45.5%　US$432.0萬

  • 減碼 NVDA

    -45.6%　-US$599.4萬

  • 加碼 NOBL

    +2.9%　US$96.4萬

  • 減碼 AAPL

    -19.3%　-US$318.9萬

  • 減碼 AMZN

    -17.3%　-US$213.0萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1NOBLProshares S&p 500 Dividend AETF-大型股與成長12.98%+1.75%+2.94%
2SCHGSchwab US Large-cap GrowthETF-其他11.69%+3.53%+45.55%
3SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長10.15%-4.29%-33.19%
4AAPLApple INC股票-科技6.06%-1.25%-19.35%
5GOOGLAlphabet Inc-cl A股票-通訊服務4.90%-0.53%-10.89%
6AMZNAmazon.com INC股票-循環性消費3.91%-0.84%-17.31%
7NVDANvidia CORP股票-科技3.87%-3.03%-45.64%
8XCHYXCalamos Convert & High INC股票-其他3.71%—-5.84%
9MSFTMicrosoft CORP股票-科技3.71%-0.62%+1.36%
10LLYEli Lilly & Co股票-醫療保健2.73%-0.73%-16.27%
11BSCQInvesco Bulletshares 2026 CbETF-其他2.04%+0.32%+7.73%
12OHIOmega Healthcare Investors股票-房地產1.95%—+1.74%
13BSCRInvesco Bulletshares 2027 CbETF-其他1.93%+0.26%+5.73%
14BSJQInvesco Bulletshares 2026 HyETF-其他1.93%+0.27%+6.21%
15BSJRInvesco Bulletshares 2027 HyETF-其他1.83%+0.34%+12.96%
16PKWInvesco Buyback Achievers EtETF-其他1.68%+0.06%-3.56%
17BSCSInvesco Bulletshares 2028 CbETF-其他1.61%+0.46%+28.96%
18BSJSInvesco Bulletshares 2028 HyETF-其他1.61%+0.45%+27.71%
19BSCTInvesco Bulletshares 2029 CbETF-其他1.34%+0.46%+38.57%
20GSGoldman Sachs Group INC股票-金融1.26%+0.09%+1.49%
21HACKAmplify Cybersecurity ETFETF-其他1.25%+0.75%+142.21%
22CVXChevron CORP股票-能源1.09%+0.28%-9.90%
23GOOGAlphabet Inc-cl C股票-通訊服務1.07%-0.06%-6.26%
24BSJTInvesco Bulletshares 2029 HyETF-其他1.00%+0.34%+40.72%
25VVisa Inc-class A Shares股票-金融0.99%-0.01%+3.32%
26SOSouthern Co/the股票-公用事業0.97%+0.14%-3.96%
27SCHDSchwab US Dvd Equity ETFETF-其他0.95%+0.15%-3.77%
28XLVSs Health Care Select SectorETF-其他0.86%+0.01%-2.92%
29HDHome Depot INC股票-循環性消費0.74%+0.24%+41.96%
30CRWDCrowdstrike Holdings INC - A股票-科技0.74%-0.02%+5.39%
31TSMTaiwan Semiconductor-sp Adr股票-科技0.73%+0.13%—
32WMTWalmart INC股票-非循環性消費0.73%+0.27%+29.30%
33CALFPcr US Sm Cp Csh Cws Etf-usdETF-其他0.58%+0.58%NEW
34XLKSs Technology Select SectorETF-科技型0.56%+0.01%—
35BBarrick Mining CORP股票-原物料0.53%+0.11%+23.79%
36BRK-ABerkshire Hathaway Inc-cl A股票-其他0.45%——
37VCVInvesco Ca Val Muni INC Tr股票-其他0.43%+0.01%—
38ICOWPacer Developed Markets InteETF-其他0.43%+0.43%NEW
39NACNuveen Ca Qlty Muni INC股票-其他0.42%——
40BNDVanguard Total Bond MarketETF-其他0.42%-0.60%-62.48%
41ABBVAbbvie INC股票-醫療保健0.41%+0.16%+55.27%
42RIETHoya Capital Hi Dvd Yld ETFETF-其他0.32%—-1.73%
43BAC 7.25 PERP LBank Of America CORP股票-金融0.28%——
44QQQInvesco Qqq Trust Series 1ETF-科技型0.27%—+15.38%
45NOWServicenow INC股票-科技0.27%+0.08%+90.40%
46NETCloudflare INC - Class A股票-科技0.26%——
47LMTLockheed Martin CORP股票-工業0.25%+0.06%-3.08%
48NFLXNetflix INC股票-通訊服務0.22%——
49GEGeneral Electric股票-工業0.22%—+0.08%
50XOMExxon Mobil CORP股票-能源0.21%+0.07%—
1–50 of 62

本季持股變動

Pacific Wealth Strategies Group, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Pcr US Sm Cp Csh Cws Etf-usd (CALF); 新建倉: Pacer Developed Markets Inte (ICOW); 清倉: Tesla INC (TSLA); 新建倉: Janus Small Mid Cap Gr Alp (JSMD); 清倉: Walt Disney Co/the (DIS).

Pacific Wealth Strategies Group, Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SCHGSchwab US Large-cap Growth+3.5%+45.55%加碼
2NOBLProshares S&p 500 Dividend A+1.8%+2.94%加碼
3HACKAmplify Cybersecurity ETF+0.8%+142.21%加碼
4BSCTInvesco Bulletshares 2029 Cb+0.5%+38.57%加碼
5BSCSInvesco Bulletshares 2028 Cb+0.5%+28.96%加碼
6BSJSInvesco Bulletshares 2028 Hy+0.5%+27.71%加碼
7BSJTInvesco Bulletshares 2029 Hy+0.3%+40.72%加碼
8BSJRInvesco Bulletshares 2027 Hy+0.3%+12.96%加碼
9BSCQInvesco Bulletshares 2026 Cb+0.3%+7.73%加碼
10CVXChevron CORP+0.3%-9.90%減碼
11WMTWalmart INC+0.3%+29.30%加碼
12BSJQInvesco Bulletshares 2026 Hy+0.3%+6.21%加碼
13BSCRInvesco Bulletshares 2027 Cb+0.3%+5.73%加碼
14HDHome Depot INC+0.2%+41.96%加碼
15ABBVAbbvie INC+0.2%+55.27%加碼
16SCHDSchwab US Dvd Equity ETF+0.2%-3.77%減碼
17SOSouthern Co/the+0.1%-3.96%減碼
18TSMTaiwan Semiconductor-sp Adr+0.1%—不變
19BBarrick Mining CORP+0.1%+23.79%加碼
20GSGoldman Sachs Group INC+0.1%+1.49%加碼
21NOWServicenow INC+0.1%+90.40%加碼
22XOMExxon Mobil CORP+0.1%—不變
23PKWInvesco Buyback Achievers Et+0.1%-3.56%減碼
24LMTLockheed Martin CORP+0.1%-3.08%減碼
25XLVSs Health Care Select Sector0%-2.92%減碼
26XLKSs Technology Select Sector0%—不變
27VCVInvesco Ca Val Muni INC Tr0%—不變
28XCHYXCalamos Convert & High INC—-5.84%減碼
29VVisa Inc-class A Shares0%+3.32%加碼
30CRWDCrowdstrike Holdings INC - A0%+5.39%加碼
31AVGOBroadcom INC0%-13.97%減碼
32BRK-BBerkshire Hathaway Inc-cl B0%-21.49%減碼
33GOOGAlphabet Inc-cl C-0.1%-6.26%減碼
34GOOGLAlphabet Inc-cl A-0.5%-10.89%減碼
35BNDVanguard Total Bond Market-0.6%-62.48%減碼
36MSFTMicrosoft CORP-0.6%+1.36%加碼
37LLYEli Lilly & Co-0.7%-16.27%減碼
38AMZNAmazon.com INC-0.8%-17.31%減碼
39AAPLApple INC-1.3%-19.35%減碼
40NVDANvidia CORP-3%-45.64%減碼
41SPYSs Spdr S&p 500 ETF Trust-us-4.3%-33.19%減碼
42CALFPcr US Sm Cp Csh Cws Etf-usd—NEW新建倉
43ICOWPacer Developed Markets Inte—NEW新建倉
44TSLATesla INC—EXIT清倉
45JSMDJanus Small Mid Cap Gr Alp—NEW新建倉
46DISWalt Disney Co/the—EXIT清倉
47TTDTrade Desk Inc/the -class A—EXIT清倉
48SNOWSnowflake INC—EXIT清倉
49BSCUInvesco Bulletshares 2030 Cb—NEW新建倉
50TEITempleton Emrg Mkts INC—NEW新建倉

FAQ

Pacific Wealth Strategies Group, Inc. 是什麼機構？屬於哪種投資人類型？
Pacific Wealth Strategies Group, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.6億，分佈在 62 個已申報部位之中。
Pacific Wealth Strategies Group, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Pacific Wealth Strategies Group, Inc. 按市值排列的前幾大持股為： 1. Proshares S&p 500 Dividend A (NOBL) — US$2079.7萬 (13.0%) 2. Schwab US Large-cap Growth (SCHG) — US$1873.0萬 (11.7%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1625.6萬 (10.2%) 4. Apple INC (AAPL) — US$971.7萬 (6.1%) 5. Alphabet Inc-cl A (GOOGL) — US$785.8萬 (4.9%)
Pacific Wealth Strategies Group, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Pacific Wealth Strategies Group, Inc. 共進行了 46 項顯著調整：新建倉 5 個部位、加碼 20 個既有持股、減碼 17 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：新建倉: Pcr US Sm Cp Csh Cws Etf-usd (CALF); 新建倉: Pacer Developed Markets Inte (ICOW); 清倉: Tesla INC (TSLA); 新建倉: Janus Small Mid Cap Gr Alp (JSMD); 清倉: Walt Disney Co/the (DIS)
Pacific Wealth Strategies Group, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Pacific Wealth Strategies Group, Inc. 的主要板塊分佈如下： • Information Technology: 40.9% • Communication Services: 16.0% • Consumer Discretionary: 12.0% • Health Care: 8.2% • Financials: 7.5% • Real Estate: 5.1%