Pacific Excel Wealth Advisors, Inc.
- SEC CIK
- 0002110884
- 最新申報
- 2026/7/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 140
- 較 2025 年第 4 季 +50
- 總值
- $9,510 萬
- 較 2025 年第 4 季 +$4,216 萬 (+79.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33738D788 | CORE INVESTMENT | 164,390 | $344.6 萬 | 3.6% | +69,428+73.1% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 8,099 | $297.6 萬 | 3.1% | +3,146+63.5% | 加碼 | – |
| CVXChevron Corp | Stock | 13,407 | $277.4 萬 | 2.9% | +6,456+92.9% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 25,825 | $241.9 萬 | 2.5% | +11,244+77.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,591 | $218.0 萬 | 2.3% | +551+6.9% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 14,893 | $215.9 萬 | 2.3% | +6,061+68.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F821 | ACTV FCTR LGCP | 48,024 | $185.3 萬 | 1.9% | +27,181+130.4% | 加碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 48,436 | $164.9 萬 | 1.7% | +22,557+87.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,378 | $155.5 萬 | 1.6% | +899+60.8% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 31,163 | $155.2 萬 | 1.6% | +9,525+44.0% | 加碼 | – |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 80,875 | $153.2 萬 | 1.6% | +25,540+46.2% | 加碼 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 16,139 | $149.0 萬 | 1.6% | +6,084+60.5% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 21,045 | $143.7 萬 | 1.5% | +6,823+48.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 25,142 | $142.2 萬 | 1.5% | +6,823+37.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 51,505 | $138.3 萬 | 1.5% | +22,311+76.4% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 5,890 | $137.8 萬 | 1.4% | +2,905+97.3% | 加碼 | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 65,437 | $135.8 萬 | 1.4% | +30,659+88.2% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 14,581 | $133.6 萬 | 1.4% | +7,444+104.3% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 22,202 | $129.2 萬 | 1.4% | +6,130+38.1% | 加碼 | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 6,429 | $129.1 萬 | 1.4% | +3,294+105.1% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 26,360 | $124.0 萬 | 1.3% | +11,529+77.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,928 | $123.6 萬 | 1.3% | +4,475+69.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 6,827 | $119.1 萬 | 1.3% | +2,808+69.9% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 51,436 | $117.8 萬 | 1.2% | +27,984+119.3% | 加碼 | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 12,656 | $110.0 萬 | 1.2% | +2,437+23.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,957 | $109.5 萬 | 1.2% | +1,087+58.1% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,845 | $109.1 萬 | 1.1% | +6,982+180.7% | 加碼 | – |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 35,240 | $105.6 萬 | 1.1% | +20,348+136.6% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,121 | $105.5 萬 | 1.1% | +1,054+51.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 24,184 | $105.4 萬 | 1.1% | +10,890+81.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,827 | $104.5 萬 | 1.1% | +654+55.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 10,225 | $94.8 萬 | 1.0% | +4,252+71.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 3,017 | $93.4 萬 | 1.0% | +899+42.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,379 | $91.2 萬 | 1.0% | +1,340+44.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,458 | $87.7 萬 | 0.9% | +1,116+10.8% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 4,031 | $87.1 萬 | 0.9% | +2,097+108.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U760 | VEST BUFFERED | 34,841 | $86.4 萬 | 0.9% | +14,669+72.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,777 | $82.1 萬 | 0.9% | +1,356+56.0% | 加碼 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 15,485 | $79.3 萬 | 0.8% | +6,229+67.3% | 加碼 | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 24,128 | $77.6 萬 | 0.8% | +24,128 | 新進 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,150 | $76.5 萬 | 0.8% | +1,566+60.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,983 | $73.7 萬 | 0.8% | +595+42.9% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 10,616 | $72.7 萬 | 0.8% | +10,616 | 新進 | – |
| First Tr Exchng Traded FD VI33740F565 | INNOVATION LEAD | 23,438 | $69.8 萬 | 0.7% | +11,020+88.7% | 加碼 | – |
| First Tr Exch TRD Alphdx FD33737J158 | JAPAN ALPHADEX | 9,342 | $67.8 萬 | 0.7% | +3,599+62.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,110 | $66.3 萬 | 0.7% | +404+57.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,902 | $66.2 萬 | 0.7% | +1,840+89.2% | 加碼 | 歷史 |
| BARGraniteShares Gold Trust | SHS BEN INT | 14,351 | $66.2 萬 | 0.7% | +3,747+35.3% | 加碼 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 11,961 | $65.3 萬 | 0.7% | +5,144+75.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,271 | $65.1 萬 | 0.7% | +783+52.6% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 7,252 | $63.9 萬 | 0.7% | +1,139+18.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,097 | $63.4 萬 | 0.7% | +871+71.0% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 14,775 | $62.5 萬 | 0.7% | +8,895+151.3% | 加碼 | – |
| ASMLASML Holding NV | ADR | 465 | $61.4 萬 | 0.6% | +171+58.2% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 3,104 | $61.2 萬 | 0.6% | +1,340+75.9% | 加碼依 1 比 2 拆股換算 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,557 | $60.7 萬 | 0.6% | +2,418+26.5% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 12,698 | $59.6 萬 | 0.6% | +4,809+61.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 7,397 | $59.6 萬 | 0.6% | −2,434−24.8% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 17,995 | $59.3 萬 | 0.6% | +7,710+75.0% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,058 | $58.7 萬 | 0.6% | +1,024+50.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 28,397 | $58.0 萬 | 0.6% | +5,288+22.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 5,034 | $56.4 萬 | 0.6% | +1,963+63.9% | 加碼 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,834 | $55.9 萬 | 0.6% | +3,374+137.2% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 15,378 | $55.7 萬 | 0.6% | +6,228+68.1% | 加碼 | – |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 25,668 | $55.4 萬 | 0.6% | +11,666+83.3% | 加碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 3,231 | $52.9 萬 | 0.6% | +1,202+59.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,025 | $52.1 萬 | 0.5% | +772+61.6% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,113 | $50.5 萬 | 0.5% | +1,226+25.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,273 | $49.4 萬 | 0.5% | +17+0.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 517 | $47.6 萬 | 0.5% | +176+51.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 725 | $47.1 萬 | 0.5% | +143+24.6% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 6,104 | $45.4 萬 | 0.5% | −1,359−18.2% | 減碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 6,336 | $44.9 萬 | 0.5% | +6,336 | 新進 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,619 | $44.4 萬 | 0.5% | +5,619 | 新進 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,699 | $43.9 萬 | 0.5% | +3,699 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 1,014 | $43.6 萬 | 0.5% | +491+93.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,406 | $42.5 萬 | 0.4% | +594+73.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,477 | $42.5 萬 | 0.4% | +514+53.4% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 7,869 | $41.9 萬 | 0.4% | +7,869 | 新進 | – |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 9,870 | $40.5 萬 | 0.4% | +9,870 | 新進 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 7,928 | $39.7 萬 | 0.4% | +7,928 | 新進 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,897 | $39.0 萬 | 0.4% | +4,897 | 新進 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 9,184 | $37.3 萬 | 0.4% | +280+3.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,216 | $35.8 萬 | 0.4% | +387+46.7% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,846 | $35.7 萬 | 0.4% | +4,846 | 新進 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,261 | $34.7 萬 | 0.4% | +504+66.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 5,476 | $34.3 萬 | 0.4% | +5,476 | 新進 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 3,037 | $33.6 萬 | 0.4% | +967+46.7% | 加碼 | – |
| First Tr Exchange-Traded FD33733E831 | INDXX AEROSPACE | 7,379 | $33.0 萬 | 0.3% | +7,379 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 326 | $32.5 萬 | 0.3% | +326 | 新進 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 7,728 | $31.6 萬 | 0.3% | +1,371+21.6% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 18,218 | $31.6 萬 | 0.3% | +4,326+31.1% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 1,767 | $29.2 萬 | 0.3% | +1,767 | 新進 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 6,231 | $28.4 萬 | 0.3% | −407−6.1% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,822 | $28.0 萬 | 0.3% | +5,822 | 新進 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 625 | $27.9 萬 | 0.3% | +625 | 新進 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,494 | $27.5 萬 | 0.3% | +4,494 | 新進 | – |
| SHOPShopify Inc. | Stock | 2,304 | $27.3 萬 | 0.3% | +819+55.2% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 836 | $26.8 萬 | 0.3% | +836 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,770 | $26.3 萬 | 0.3% | +3,770 | 新進 | – |
2025 年第 4 季之後清倉（3 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P 100 ETF464287101 | ETF | 1,983 | $68.0 萬 | 1.3% | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,574 | $20.5 萬 | 0.4% | – |
| Thor Finl Technologies Tr885155200 | INDEX ROTATION | 6,218 | $20.3 萬 | 0.4% | – |