PC
Pfc Capital Group, INC.
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$2.3亿
申报季度: 2026-03-31 · 持股只数: 90
PFC CAPITAL GROUP, INC.在最新一期 13F 报告中披露了 90 项持股，申报期为 2026-03-31，总持股市值约为 US$2.3亿，季度换手率为 13.0%。
机构性格雪花图
- 集中度
- 15.2
- 持仓稳定性
- 13.03
- 动能／逆势
- 100
- 行业集中度
- 77.65
- 多样化
- 100
- 仓位均衡度
- 84.36
近期动向
减仓 MSFT
+0.0% -US$520.8万
减仓 QCOM
-15.2% -US$433.8万
加仓 COST
-0.5% US$76.5万
减仓 AAPL
-4.4% -US$269.6万
加仓 AVUV
+4.5% US$48.3万
加仓 AVLV
+4.4% US$40.9万
持仓地图
新建仓加仓不变减仓
前十大持股占比
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 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 9.87% | -0.47% | -4.39% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.74% | +0.03% | +0.29% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.50% | -1.66% | +0.03% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.25% | -0.17% | -4.58% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.37% | — | +1.72% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.09% | -0.17% | -0.66% | |
| 7 | QCOM | Qualcomm INC | 股票-科技 | 3.38% | -1.57% | -15.18% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.11% | — | +5.67% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.59% | +0.49% | -0.47% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.47% | -0.14% | +3.31% | |
| 11 | HD | Home Depot INC | 股票-周期性消费 | 2.45% | +0.03% | -1.32% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.06% | -0.01% | -0.65% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.82% | +0.32% | +4.55% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.81% | — | -2.21% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 1.80% | +0.28% | +4.44% | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 1.74% | +0.28% | -0.08% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.72% | +0.22% | +4.58% | |
| 18 | AVES | Avantis Emerging Markets Val | ETF-新兴市场 | 1.71% | +0.22% | +4.51% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.65% | +0.19% | +5.15% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.53% | -0.05% | -0.90% | |
| 21 | CHD | Church & Dwight Co INC | 股票-非周期性消费 | 1.43% | — | -10.65% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.41% | — | -2.88% | |
| 23 | PEP | Pepsico INC | 股票-非周期性消费 | 1.28% | +0.16% | -1.30% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | -0.07% | +2.05% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.13% | +0.01% | -0.08% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | +0.27% | +4.82% | |
| 27 | CAT | Caterpillar INC | 股票-工业 | 1.04% | +0.26% | — | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.02% | -0.05% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.99% | +0.12% | -1.48% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.95% | +0.12% | +5.91% | |
| 31 | PANW | Palo Alto Networks INC | 股票-科技 | 0.94% | -0.04% | +3.26% | |
| 32 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.92% | +0.13% | +3.64% | |
| 33 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 0.90% | +0.13% | +4.21% | |
| 34 | CSCO | Cisco Systems INC | 股票-科技 | 0.88% | — | +0.63% | |
| 35 | AMGN | Amgen INC | 股票-医疗保健 | 0.80% | — | -0.67% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.74% | -0.15% | -1.78% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.08% | -2.69% | |
| 38 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | -0.06% | -16.18% | |
| 39 | ITW | Illinois Tool Works | 股票-工业 | 0.59% | — | -0.14% | |
| 40 | GS | Goldman Sachs Group INC | 股票-金融 | 0.58% | — | +6.89% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.58% | -0.03% | -0.56% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.58% | +0.15% | +11.10% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.54% | — | -3.82% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.52% | +0.12% | +3.69% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.48% | — | +6.95% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.44% | — | -1.10% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.44% | — | -2.83% | |
| 48 | GEV | GE Vernova INC | 股票-工业 | 0.42% | +0.25% | +72.60% | |
| 49 | EMR | Emerson Electric Co | 股票-工业 | 0.41% | — | -0.10% | |
| 50 | MA | Mastercard INC - A | 股票-金融 | 0.39% | -0.03% | — |
1–50 of 90
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 90 | US$2.3亿 | 13 | |
| 2025-12-31 | 89 | US$2.4亿 | 10 | |
| 2025-09-30 | 84 | US$2.4亿 | 28 | |
| 2025-06-30 | 82 | US$2.2亿 | 0 | |
| 2025-03-31 | 86 | US$2.0亿 | 0 | |
| 2024-12-31 | 66 | US$2.1亿 | 0 | |
| 2024-09-30 | 71 | US$2.1亿 | 0 | |
| 2024-06-30 | 68 | US$2.0亿 | 0 | |
| 2024-03-31 | 77 | US$1.9亿 | 0 | |
| 2023-12-31 | 67 | US$1.7亿 | 0 |
本季持股变动
Pfc Capital Group, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Corning INC (GLW); 新建仓: Spdr Gold Shares (GLD); 清仓: Sysco CORP (SYY); 加仓: Microsoft CORP (MSFT) — 股数 +0.03%; 减仓: Qualcomm INC (QCOM) — 股数 -15.18%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.5% | -0.47% | 减仓 |
| 2 | AVUV | Avantis US Small Cap Value | +0.3% | +4.55% | 加仓 |
| 3 | AVLV | Avantis US Large Cap Value | +0.3% | +4.44% | 加仓 |
| 4 | WMT | Walmart INC | +0.3% | -0.08% | 减仓 |
| 5 | JNJ | Johnson & Johnson | +0.3% | +4.82% | 加仓 |
| 6 | CAT | Caterpillar INC | +0.3% | — | 不变 |
| 7 | GEV | GE Vernova INC | +0.3% | +72.60% | 加仓 |
| 8 | AVES | Avantis Emerging Markets Val | +0.2% | +4.51% | 加仓 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | +4.58% | 加仓 |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +5.15% | 加仓 |
| 11 | PEP | Pepsico INC | +0.2% | -1.30% | 减仓 |
| 12 | ETN | Eaton Corporation plc | +0.2% | +11.10% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +0.18% | 加仓 |
| 14 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +3.64% | 加仓 |
| 15 | AVIV | Avantis Int Lrg Cap Val ETF | +0.1% | +4.21% | 加仓 |
| 16 | LIN | Linde plc | +0.1% | +3.69% | 加仓 |
| 17 | KO | Coca-cola Co/the | +0.1% | -1.48% | 减仓 |
| 18 | SCHP | Schwab U.s. Tips ETF | +0.1% | +5.91% | 加仓 |
| 19 | CVX | Chevron CORP | +0.1% | -1.10% | 减仓 |
| 20 | NVDA | Nvidia CORP | 0% | +0.29% | 加仓 |
| 21 | HD | Home Depot INC | 0% | -1.32% | 减仓 |
| 22 | AMD | Advanced Micro Devices | 0% | -0.08% | 减仓 |
| 23 | GOOGL | Alphabet Inc-cl A | — | +1.72% | 加仓 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.65% | 减仓 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | -0.05% | 减仓 |
| 26 | AVGO | Broadcom INC | 0% | -0.56% | 减仓 |
| 27 | MA | Mastercard INC - A | 0% | — | 不变 |
| 28 | PANW | Palo Alto Networks INC | 0% | +3.26% | 加仓 |
| 29 | BAC | Bank Of America CORP | 0% | -10.34% | 减仓 |
| 30 | TSLA | Tesla INC | 0% | — | 不变 |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | -0.90% | 减仓 |
| 32 | AXP | American Express Co | -0.1% | — | 不变 |
| 33 | MCD | Mcdonald's CORP | -0.1% | -16.18% | 减仓 |
| 34 | DIS | Walt Disney Co/the | -0.1% | -7.48% | 减仓 |
| 35 | UPS | United Parcel Service-cl B | -0.1% | -27.30% | 减仓 |
| 36 | META | Meta Platforms Inc-class A | -0.1% | +2.05% | 加仓 |
| 37 | V | Visa Inc-class A Shares | -0.1% | -2.69% | 减仓 |
| 38 | ORCL | Oracle CORP | -0.1% | -6.21% | 减仓 |
| 39 | CRM | Salesforce INC | -0.1% | -19.99% | 减仓 |
| 40 | INTU | Intuit INC | -0.1% | -4.44% | 减仓 |
| 41 | LLY | Eli Lilly & Co | -0.1% | +3.31% | 加仓 |
| 42 | ADP | Automatic Data Processing | -0.2% | -1.78% | 减仓 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -4.58% | 减仓 |
| 44 | AMZN | Amazon.com INC | -0.2% | -0.66% | 减仓 |
| 45 | AAPL | Apple INC | -0.5% | -4.39% | 减仓 |
| 46 | QCOM | Qualcomm INC | -1.6% | -15.18% | 减仓 |
| 47 | MSFT | Microsoft CORP | -1.7% | +0.03% | 加仓 |
| 48 | GLW | Corning INC | — | NEW | 新建仓 |
| 49 | GLD | Spdr Gold Shares | — | NEW | 新建仓 |
| 50 | SYY | Sysco CORP | — | EXIT | 清仓 |
FAQ
Pfc Capital Group, INC. 是什么机构？属于哪种投资人类型？
Pfc Capital Group, INC. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.3亿，分布在 90 个已申报仓位之中。
Pfc Capital Group, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Pfc Capital Group, INC. 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$2239.6万 (9.9%)
2. Nvidia CORP (NVDA) — US$1755.4万 (7.7%)
3. Microsoft CORP (MSFT) — US$1701.1万 (7.5%)
4. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1417.4万 (6.3%)
5. Alphabet Inc-cl A (GOOGL) — US$990.3万 (4.4%)
Pfc Capital Group, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Pfc Capital Group, INC. 共进行了 46 项显著调整：新建仓 2 个仓位、加仓 19 个既有持股、减仓 24 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Corning INC (GLW); 新建仓: Spdr Gold Shares (GLD); 清仓: Sysco CORP (SYY); 加仓: Microsoft CORP (MSFT) — 股数 +0.03%; 减仓: Qualcomm INC (QCOM) — 股数 -15.18%
Pfc Capital Group, INC. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Pfc Capital Group, INC. 的主要板块分布如下：
• Information Technology: 45.7%
• Consumer Staples: 12.8%
• Consumer Discretionary: 10.8%
• Communication Services: 10.2%
• Industrials: 6.6%
• Health Care: 6.1%
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