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Pacific Excel Wealth Advisors, Inc.

SEC CIK
0002110884
最新申報
2026/7/6

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/7/6 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
228
較 2026 年第 1 季 +88
總值
$2.58 億
較 2026 年第 1 季 +$1.63 億 (+171.7%)
申報日
2026/7/6
SEC
Pacific Excel Wealth Advisors, Inc. 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Ftse Developed Markets ETF921943858ETF168,696$1,202 萬4.7%+165,118+4,614.8%加碼–
American Centy ETF Tr025072703INTL EQT ETF132,413$1,181 萬4.6%+132,413新進–
American Centy ETF Tr025072604AVANTIS EMGMKT101,232$976.8 萬3.8%+93,835+1,268.6%加碼–
iShares Tr46435G268RUSEL 2500 ETF89,987$824.6 萬3.2%+89,987新進–
SPDR Index Shs FDS78463X509ST PORT MARK ETF153,497$794.8 萬3.1%+148,314+2,861.5%加碼–
Schwab US Aggregate Bond ETF808524839ETF314,239$726.8 萬2.8%+314,239新進–
AAPLApple Inc.Stock24,145$698.7 萬2.7%+15,554+181.0%加碼歷史
NVDANVIDIA CorpStock34,193$684.2 萬2.6%+27,366+400.8%加碼歷史
iShares MSCI Eafe ETF464287465ETF58,846$611.3 萬2.4%+58,846新進–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF68,319$600.4 萬2.3%+56,861+496.3%加碼–
iShares Core S&P 500 ETF464287200ETF7,931$593.9 萬2.3%+5,553+233.5%加碼–
Vanguard Total International Bond ETF92203J407ETF110,573$535.5 萬2.1%+104,751+1,799.2%加碼–
BTCGrayscale Bitcoin Mini Trust ETFETF205,477$533.2 萬2.1%+205,477新進歷史
MSFTMicrosoft CorpStock11,842$441.7 萬1.7%+8,885+300.5%加碼歷史
iShares Tr46435U853BROAD USD HIGH111,311$412.1 萬1.6%+111,311新進–
XPELXPEL, Inc.COM81,802$405.7 萬1.6%+81,802新進歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF10,603$392.4 萬1.5%+9,767+1,168.3%加碼–
AMZNAmazon Com IncStock14,490$345.4 萬1.3%+10,111+230.9%加碼歷史
AVGOBroadcom Inc.Stock8,981$339.3 萬1.3%+5,964+197.7%加碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS41,784$331.8 萬1.3%+41,784新進歷史
GOOGLAlphabet Inc.Stock8,788$314.1 萬1.2%+7,311+495.0%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF28,089$278.0 萬1.1%+28,089新進–
iShares Core MSCI Eafe ETF46432F842ETF28,617$276.4 萬1.1%+28,617新進–
KLACKLA CorpCOM NEW8,737$263.6 萬1.0%+8,737新進歷史
iShares Tr464288281JPMORGAN USD EMG26,282$253.5 萬1.0%+26,282新進–
GOOGAlphabet Inc.Stock7,143$252.4 萬1.0%+4,872+214.5%加碼歷史
LLYEli Lilly & CoStock1,911$229.2 萬0.9%+1,394+269.6%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF26,580$214.2 萬0.8%+26,580新進–
iShares Core MSCI Emerging Markets ETF46434G103ETF23,484$194.5 萬0.8%+19,714+522.9%加碼–
APHAmphenol CorpCL A10,928$192.7 萬0.7%+10,928新進歷史
WFCWells Fargo & CompanyStock22,998$190.1 萬0.7%+22,998新進歷史
Vanguard Morningstar Small-Cap ETF922908751ETF6,137$186.0 萬0.7%+6,137新進–
Vanguard Emerging Markets Government Bond ETF921946885ETF27,649$185.9 萬0.7%+27,649新進–
SPDR Series Trust78468R606ST PORT HIGH ETF76,483$179.3 萬0.7%+76,483新進–
MUMicron Technology IncStock1,529$176.5 萬0.7%+904+144.6%加碼歷史
Abrdn ETFs003261104BBRG ALL COMD K177,454$173.0 萬0.7%+77,454新進–
TSLATesla, Inc.Stock4,052$170.4 萬0.7%+2,069+104.3%加碼歷史
BRK.BBerkshire Hathaway IncStock3,213$160.8 萬0.6%+3,213新進歷史
METAMeta Platforms, Inc.Stock2,801$157.8 萬0.6%+974+53.3%加碼歷史
VanEck ETF Trust92189F601URANI NUCLE ETF13,348$154.8 萬0.6%+13,348新進–
Vanguard Mun BD FDS922907746TAX EXEMPT BD30,427$153.9 萬0.6%+30,427新進–
RTXRTX CorpStock8,009$152.0 萬0.6%+8,009新進歷史
ABBVAbbVie Inc.Stock5,697$143.4 萬0.6%+3,424+150.6%加碼歷史
iShares Russell 2000 ETF464287655ETF4,741$142.4 萬0.6%+4,741新進–
ADIAnalog Devices IncStock3,473$137.9 萬0.5%+3,473新進歷史
ETNEaton Corp plcStock3,149$134.2 萬0.5%+3,149新進歷史
MCKMcKesson CorpStock1,769$133.7 萬0.5%+1,769新進歷史
WMTWalmart Inc.Stock11,747$133.0 萬0.5%+11,747新進歷史
HDHome Depot, Inc.Stock3,772$133.0 萬0.5%+3,772新進歷史
TXNTexas Instruments IncStock4,451$132.7 萬0.5%+4,451新進歷史
VVisa Inc.Stock3,565$122.3 萬0.5%+1,468+70.0%加碼歷史
UNHUnitedHealth Group IncStock2,797$116.2 萬0.4%+2,797新進歷史
AMDAdvanced Micro Devices IncStock1,984$115.3 萬0.4%+1,984新進歷史
JPMJPMorgan Chase & CoStock3,425$112.1 萬0.4%+2,209+181.7%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF30,143$111.1 萬0.4%+30,143新進–
AMATApplied Materials IncStock1,496$108.2 萬0.4%+1,496新進歷史
PMPhilip Morris International Inc.Stock5,860$106.0 萬0.4%+4,093+231.6%加碼歷史
BABoeing CoStock4,856$105.1 萬0.4%+4,856新進歷史
EMREmerson Electric CoStock6,933$99.2 萬0.4%+6,933新進歷史
STTState Street CorpCOM5,819$98.7 萬0.4%+5,819新進歷史
iShares Tr46434V613CORE UNIVRSL USD21,344$98.5 萬0.4%+21,344新進–
GSGoldman Sachs Group IncStock972$98.3 萬0.4%+972新進歷史
WMBWilliams Companies, Inc.COM13,158$97.8 萬0.4%+13,158新進歷史
iShares Tr464288877EAFE VALUE ETF12,622$96.6 萬0.4%+6,518+106.8%加碼–
XOMExxonMobil Holdings CorpCOM6,733$92.1 萬0.4%+2,831+72.6%加碼歷史
iShares Tr46436E569ESG SELECT SCRE15,668$89.0 萬0.3%+15,668新進–
IBITiShares Bitcoin Trust ETFETF26,359$87.7 萬0.3%+26,359新進歷史
LOWLowes Companies IncStock3,813$84.1 萬0.3%+3,813新進歷史
ASMLASML Holding NVADR408$81.1 萬0.3%−57−12.3%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF4,252$81.0 萬0.3%+4,252新進–
WECWec Energy Group, Inc.Stock6,852$80.0 萬0.3%+6,852新進歷史
CATCaterpillar IncStock724$77.1 萬0.3%+724新進歷史
JNJJohnson & JohnsonStock2,952$75.0 萬0.3%+2,952新進歷史
COSTCostco Wholesale CorpStock796$74.5 萬0.3%+470+144.2%加碼歷史
Vanguard S&P 500 ETF922908363ETF1,070$73.5 萬0.3%−40−3.6%減碼–
MARMarriott International IncStock1,972$73.1 萬0.3%+1,972新進歷史
INTCIntel CorpStock5,192$72.5 萬0.3%+5,192新進歷史
LRCXLam Research CorpStock1,659$71.9 萬0.3%+1,659新進歷史
Vanguard Dividend Appreciation ETF921908844ETF3,008$71.2 萬0.3%+3,008新進–
MOAltria Group, Inc.Stock9,867$71.0 萬0.3%+9,867新進歷史
iShares Tr464288588MBS ETF7,494$70.8 萬0.3%+7,494新進–
MAMastercard IncStock1,359$69.8 萬0.3%+1,359新進歷史
Vanguard Star FDS921909768VG TL INTL STK F8,102$69.3 萬0.3%+8,102新進–
SBUXStarbucks CorpStock6,474$66.2 萬0.3%+6,474新進歷史
Vanguard High Dividend Yield Index ETF921946406ETF3,708$58.6 萬0.2%+3,708新進–
PEPPepsiCo IncStock4,252$57.6 萬0.2%+4,252新進歷史
Schwab U.S. Small-Cap ETF808524607ETF15,853$57.3 萬0.2%+15,853新進–
GEGeneral Electric CoStock1,531$57.2 萬0.2%+633+70.5%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock6,491$56.5 萬0.2%+6,491新進歷史
SYKStryker CorpStock1,785$56.2 萬0.2%+1,785新進歷史
iShares S&P 500 Value ETF464287408ETF2,473$56.1 萬0.2%+2,473新進–
iShares MSCI USA Quality Factor ETF46432F339ETF2,558$56.1 萬0.2%−500−16.4%減碼–
LIILennox International IncCOM976$55.9 萬0.2%+976新進歷史
Invesco QQQ Trust Series I46090E103ETF723$53.2 萬0.2%+723新進–
iShares Flexible Income Active ETF092528603ETF9,958$52.1 萬0.2%+5,434+120.1%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT7,640$52.0 萬0.2%−14,562−65.6%減碼–
MSIMotorola Solutions, Inc.Stock1,232$51.2 萬0.2%+1,232新進歷史
IBMInternational Business Machines CorpStock1,781$50.1 萬0.2%+1,781新進歷史
PGProcter & Gamble CoStock3,329$48.8 萬0.2%+3,329新進歷史
BACBank of America CorpStock8,378$47.7 萬0.2%+4,182+99.7%加碼歷史

2026 年第 1 季之後清倉(96 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Pacific Excel Wealth Advisors, Inc. 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
First Tr Exchange-Traded FD33738D788CORE INVESTMENT164,390$344.6 萬3.6%–
Vanguard World FD921910816MEGA GRWTH IND8,099$297.6 萬3.1%–
First Tr Exchange Traded FD33738R118NASD TECH DIV25,825$241.9 萬2.5%–
Vanguard World FD921910840MEGA CAP VAL ETF14,893$215.9 萬2.3%–
First Tr Exchng Traded FD VI33740F821ACTV FCTR LGCP48,024$185.3 萬1.9%–
First Tr Exchange-Traded FD33733E823GROWTH STRENGTH48,436$164.9 萬1.7%–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT31,163$155.2 萬1.6%–
First Tr Exchange-Traded FD33738D804LTD DUR INVT ETF80,875$153.2 萬1.6%–
First Tr Exchange-Traded Alp33735J101COM SHS16,139$149.0 萬1.6%–
First Trust Rising Dividend Achievers ETF33738R506ETF21,045$143.7 萬1.5%–
First Tr Exchng Traded FD VI33740U778VEST BUFFERED51,505$138.3 萬1.5%–
First Trust Dow Jones Internet Index Fund33733E302ETF5,890$137.8 萬1.4%–
First Tr Exchange-Traded FD33738D796INTER GRADE ETF65,437$135.8 萬1.4%–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF14,581$133.6 萬1.4%–
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH6,429$129.1 萬1.4%–
First Tr Exchange-Traded FD33734H106SHS26,360$124.0 萬1.3%–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US12,656$110.0 萬1.2%–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF10,845$109.1 萬1.1%–
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH35,240$105.6 萬1.1%–
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,121$105.5 萬1.1%歷史
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD24,184$105.4 萬1.1%–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF10,225$94.8 萬1.0%–
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF4,031$87.1 萬0.9%–
First Tr Exchng Traded FD VI33740U760VEST BUFFERED34,841$86.4 萬0.9%–
Vanguard Morningstar Small-Cap Value ETF922908611ETF3,777$82.1 萬0.9%–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF15,485$79.3 萬0.8%–
BlackRock ETF Trust09290C764ISHA IN CTRY ETF24,128$77.6 萬0.8%–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF4,150$76.5 萬0.8%–
iShares MSCI Acwi Ex U.S. ETF464288240ETF10,616$72.7 萬0.8%–
First Tr Exchng Traded FD VI33740F565INNOVATION LEAD23,438$69.8 萬0.7%–
First Tr Exch TRD Alphdx FD33737J158JAPAN ALPHADEX9,342$67.8 萬0.7%–
BARGraniteShares Gold TrustSHS BEN INT14,351$66.2 萬0.7%歷史
First Tr Exch TRD Alphdx FD33737J117EUROPE ALPHADEX11,961$65.3 萬0.7%–
IAUiShares Gold TrustETF7,252$63.9 萬0.7%歷史
iShares Tr464288646ISHS 1-5YR INVS11,557$60.7 萬0.6%–
Vanguard Mortgage-Backed Securities ETF92206C771ETF12,698$59.6 萬0.6%–
BlackRock ETF Trust09290C780ISHA I IN TE ETF17,995$59.3 萬0.6%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF28,397$58.0 萬0.6%–
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM5,034$56.4 萬0.6%–
SPDR Series Trust78468R622ST BLOO HIGH ETF5,834$55.9 萬0.6%–
BlackRock ETF Trust09290C806ISHA US THEM ETF15,378$55.7 萬0.6%–
First Tr Exchange-Traded FD33738D606LNG DUR OPRTUN25,668$55.4 萬0.6%–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE3,231$52.9 萬0.6%–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2,025$52.1 萬0.5%–
iShares Tr4642874571 3 YR TREAS BD6,113$50.5 萬0.5%–
Global X FDS37960A529DEFENSE TECH ETF6,336$44.9 萬0.5%–
SPDR Series Trust78464A805ST STR PR SP15005,619$44.4 萬0.5%–
iShares Tr4642886613 7 YR TREAS BD3,699$43.9 萬0.5%–
GLDSPDR Gold TrustETF1,014$43.6 萬0.5%歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,406$42.5 萬0.4%–
iShares Tr464288638ISHS 5-10YR INVT7,869$41.9 萬0.4%–
BlackRock ETF Trust09290C855ISHA LA CORE ETF9,870$40.5 萬0.4%–
iShares Tr46435G672CORE INTL AGGR7,928$39.7 萬0.4%–
iShares Tr464288513IBOXX HI YD ETF4,897$39.0 萬0.4%–
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL9,184$37.3 萬0.4%–
Vanguard Total Bond Market ETF921937835ETF4,846$35.7 萬0.4%–
RCLRoyal Caribbean Cruises LtdCOM1,261$34.7 萬0.4%歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF5,476$34.3 萬0.4%–
First Tr Exchange Traded FD33738R704RBA INDL ETF3,037$33.6 萬0.4%–
First Tr Exchange-Traded FD33733E831INDXX AEROSPACE7,379$33.0 萬0.3%–
Innovator ETFs Trust45782C573US EQTY PWR BUF7,728$31.6 萬0.3%–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD18,218$31.6 萬0.3%–
VRTXVertex Pharmaceuticals IncStock625$27.9 萬0.3%歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF4,494$27.5 萬0.3%–
SHOPShopify Inc.Stock2,304$27.3 萬0.3%歷史
iShares Tr46428865310-20 YR TRS ETF2,588$26.1 萬0.3%–
TTETotalEnergies SEACT2,831$25.8 萬0.3%歷史
First Tr Exchng Traded FD VI33740F599FT VEST US EQT5,276$25.6 萬0.3%–
CARRCarrier Global CorpStock4,532$25.5 萬0.3%歷史
First Tr Exchng Traded FD VI33740U885FT VEST US EQT5,656$25.4 萬0.3%–
First Tr Exchng Traded FD VI33740F748FT VEST US EQT4,793$25.3 萬0.3%–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT4,529$25.3 萬0.3%–
First Tr Exchng Traded FD VI33740F722FT VEST US EQT4,475$25.3 萬0.3%–
First Tr Exchng Traded FD VI33740F664FT VEST US EQT5,293$25.2 萬0.3%–
First Tr Exchng Traded FD VI33740U307FT VEST US EQT5,010$25.2 萬0.3%–
First Tr Exchng Traded FD VI33740F862FT VEST US EQT4,866$25.2 萬0.3%–
First Tr Exchng Traded FD VI33740F847FT VEST US EQT4,716$25.2 萬0.3%–
First Tr Exchng Traded FD VI33740U208FT VEST US EQT4,597$25.2 萬0.3%–
First Tr Exchng Traded FD VI33740F623FT VEST US EQT4,987$25.1 萬0.3%–
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT5,055$25.1 萬0.3%–
iShares MSCI USA Momentum Factor ETF46432F396ETF1,045$25.1 萬0.3%–
iShares Tr46428743220 YR TR BD ETF2,855$24.8 萬0.3%–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF7,369$24.7 萬0.3%–
First Tr Exchange-Traded FD33739G103MNGD FUTRS STRGY4,876$24.7 萬0.3%–
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG7,264$24.5 萬0.3%–
First Tr Exchange Traded FD33738R860NASDAQ BK ETF6,765$24.5 萬0.3%–
VanEck Semiconductor ETF92189F676ETF610$23.4 萬0.2%–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY3,217$22.6 萬0.2%–
CBChubb LtdStock692$22.6 萬0.2%歷史
NETCloudflare, Inc.CL A COM1,046$21.6 萬0.2%歷史
NOCNorthrop Grumman CorpStock306$20.9 萬0.2%歷史
ABTAbbott LaboratoriesStock2,024$20.8 萬0.2%歷史
iShares Tr464287150CORE S&P TTL STK1,438$20.5 萬0.2%–
UTHRUnited Therapeutics CorpCOM344$20.4 萬0.2%歷史
First Tr Exchange-Traded FD33738D309SENIOR LN FD4,525$20.3 萬0.2%–
SANBanco Santander, S.A.ADR11,191$12.6 萬0.1%歷史