Pacific Excel Wealth Advisors, Inc.
- SEC CIK
- 0002110884
- 最新申報
- 2026/7/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/18 申報。只含多頭部位。
- 持股檔數
- 90
- 2025 年第 3 季沒有申報
- 總值
- $5,294 萬
- 2025 年第 3 季沒有申報
Pacific Excel Wealth Advisors, Inc. 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 8,040 | $213.9 萬 | 4.0% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 4,953 | $204.4 萬 | 3.9% | – | – | – |
| First Tr Exchange-Traded FD33738D788 | CORE INVESTMENT | 94,962 | $201.6 萬 | 3.8% | – | – | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 14,581 | $141.2 萬 | 2.7% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 8,832 | $124.7 萬 | 2.4% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 21,638 | $108.2 萬 | 2.0% | – | – | – |
| CVXChevron Corp | Stock | 6,951 | $106.3 萬 | 2.0% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 55,335 | $106.2 萬 | 2.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 18,319 | $104.1 萬 | 2.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,479 | $101.3 萬 | 1.9% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 14,222 | $98.8 萬 | 1.9% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 16,072 | $97.7 萬 | 1.8% | – | – | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 25,879 | $91.5 萬 | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,870 | $89.7 萬 | 1.7% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 10,055 | $86.6 萬 | 1.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 10,342 | $83.0 萬 | 1.6% | – | – | – |
| First Tr Exchng Traded FD VI33740F821 | ACTV FCTR LGCP | 20,843 | $81.5 萬 | 1.5% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 10,219 | $81.2 萬 | 1.5% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,985 | $80.4 萬 | 1.5% | – | – | – |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 29,194 | $80.3 萬 | 1.5% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,453 | $79.5 萬 | 1.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,173 | $77.3 萬 | 1.5% | – | – | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 9,831 | $75.7 萬 | 1.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,019 | $74.9 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 8,469 | $73.8 萬 | 1.4% | – | – | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 34,778 | $73.7 萬 | 1.4% | – | – | – |
| AVGOBroadcom Inc. | Stock | 2,118 | $73.1 萬 | 1.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,039 | $69.7 萬 | 1.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 14,831 | $68.3 萬 | 1.3% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,983 | $68.0 萬 | 1.3% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,137 | $65.2 萬 | 1.2% | – | – | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 3,135 | $64.7 萬 | 1.2% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,067 | $63.0 萬 | 1.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,388 | $62.2 萬 | 1.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,294 | $58.9 萬 | 1.1% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 5,973 | $55.3 萬 | 1.0% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 23,452 | $54.0 萬 | 1.0% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 7,463 | $53.3 萬 | 1.0% | – | – | – |
| BARGraniteShares Gold Trust | SHS BEN INT | 10,604 | $52.6 萬 | 1.0% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,256 | $51.6 萬 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,421 | $51.3 萬 | 1.0% | – | – | – |
| IAUiShares Gold Trust | ETF | 6,113 | $50.4 萬 | 1.0% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U760 | VEST BUFFERED | 20,172 | $49.6 萬 | 0.9% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 23,109 | $48.5 萬 | 0.9% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,139 | $48.3 萬 | 0.9% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 9,256 | $47.9 萬 | 0.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,488 | $46.7 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,584 | $45.9 萬 | 0.9% | – | – | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 1,934 | $44.5 萬 | 0.8% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 706 | $44.3 萬 | 0.8% | – | – | – |
| VVisa Inc. | Stock | 1,226 | $42.9 萬 | 0.8% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F565 | INNOVATION LEAD | 12,418 | $41.0 萬 | 0.8% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 14,892 | $40.7 萬 | 0.8% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,887 | $40.5 萬 | 0.8% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,034 | $40.4 萬 | 0.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 582 | $39.7 萬 | 0.7% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,863 | $38.8 萬 | 0.7% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J158 | JAPAN ALPHADEX | 5,743 | $38.6 萬 | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 8,904 | $37.3 萬 | 0.7% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 7,889 | $37.1 萬 | 0.7% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 6,817 | $36.6 萬 | 0.7% | – | – | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 3,071 | $36.6 萬 | 0.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 341 | $36.5 萬 | 0.7% | – | – | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 9,150 | $35.3 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,253 | $35.0 萬 | 0.7% | – | – | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 10,285 | $34.3 萬 | 0.6% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,529 | $32.4 萬 | 0.6% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 294 | $31.5 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 2,029 | $31.0 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 14,002 | $30.6 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 963 | $30.1 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 6,638 | $29.9 萬 | 0.6% | – | – | – |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 7,619 | $28.8 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 6,357 | $26.6 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 829 | $26.6 萬 | 0.5% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,041 | $25.6 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,062 | $25.4 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,880 | $25.2 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 812 | $24.5 萬 | 0.5% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,460 | $23.9 萬 | 0.5% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 5,012 | $23.8 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 523 | $23.7 萬 | 0.4% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 1,485 | $23.7 萬 | 0.4% | – | – | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 4,119 | $21.7 萬 | 0.4% | – | – | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 757 | $21.3 萬 | 0.4% | – | – | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,574 | $20.5 萬 | 0.4% | – | – | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 2,070 | $20.4 萬 | 0.4% | – | – | – |
| Thor Finl Technologies Tr885155200 | INDEX ROTATION | 6,218 | $20.3 萬 | 0.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 809 | $20.3 萬 | 0.4% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 13,892 | $19.7 萬 | 0.4% | – | – | – |