Pachira Investments Inc.
CIK 1563634 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $265.0M
- 持仓
- 78
- 截至
- 2026年6月30日
按 13F 价值排名第 5552（共 9443） · 前 58.8%
投资组合价值同比（季度）：+23.8% 13F不披露现金
- 前十大持仓权重
- 54.05%
- 前二十五大持仓权重
- 84.67%
- 持仓高于 1%
- 22
- 有效持仓数量
- 25.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.96% 估计买入 $25391470 · 卖出 $4684707
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 86.7% 仍持有
- 新仓位
- 9
- 增加
- 43
- 减少
- 24
- 已结清
- 3
本页内容
行业细分
Technology
5.5%
Consumer Discretionary
5.4%
Industrials
2.1%
Communication Services
1.5%
Retail
1.4%
Healthcare
0.5%
Financials
0.3%
Energy
0.2%
Financial Services
0.1%
Consumer products
0.1%
Utilities
0.1%
Communications
0.1%
其他/未映射
82.7%
完整投资组合 78 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| MGV | $21638365 | 8.16% | 132385 | $4575526 | 上涨 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $21052637 | 7.94% | 28589 | $5703926 | 上涨 ×6 | ||
| VTI | $15061049 | 5.68% | 40701 | $2306878 | 上涨 ×6 | ||
| VOO | $13597756 | 5.13% | 19798 | $1375294 | 下跌 ×6 | ||
| XLK XLK | $13486059 | 5.09% | 70786 | $4807551 | 上涨 ×3 | ||
| VEA | $13464368 | 5.08% | 188974 | $3350323 | 上涨 ×5 | ||
| SMH SMH | $12026918 | 4.54% | 18337 | $4830964 | 下跌 ×1 | ||
| XLV XLV | $12005607 | 4.53% | 75669 | $1928186 | 上涨 ×6 | ||
| PPA | $10554507 | 3.98% | 59748 | $3422394 | 上涨 ×6 | ||
| IJH | $10363834 | 3.91% | 134403 | $915340 | 下跌 ×5 | ||
| SPMO | $10173824 | 3.84% | 62980 | $3345240 | 上涨 ×4 | ||
| IJR | $9751827 | 3.68% | 65753 | $1243197 | 下跌 ×6 | ||
| VWO | $9685536 | 3.65% | 162264 | $2544065 | 上涨 ×5 | ||
| ZOCT | $6850355 | 2.58% | 248097 | $288108 | 上涨 ×6 | ||
| APOC | $6666510 | 2.52% | 253682 | $306590 | 上涨 ×6 | ||
| IVV | $5795651 | 2.19% | 7739 | $701191 | 下跌 ×3 | ||
| SPSM | $5625275 | 2.12% | 97542 | $510120 | 下跌 ×3 | ||
| SPMD | $5369448 | 2.03% | 79477 | $368734 | 下跌 ×3 | ||
| IWF | $3873850 | 1.46% | 31198 | $550978 | 上涨 ×1 | ||
| BALT | $3857740 | 1.46% | 112569 | $277888 | 上涨 ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $2897779 | 1.09% | 5688 | $-520738 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2754251 | 1.04% | 7707 | $663149 | 上涨 ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $2633822 | 0.99% | 13163 | $532229 | 上涨 ×5 | ||
| AAPL Apple Inc. - Common Stock | $2613230 | 0.99% | 9031 | $359595 | 上涨 ×3 | ||
| PI Impinj, Inc. - Common Stock | $2593036 | 0.98% | 18104 | $733755 | |||
| VB | $2513786 | 0.95% | 8293 | $823411 | 上涨 ×4 | ||
| VO | $2478503 | 0.94% | 30762 | $754094 | 上涨 ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2236243 | 0.84% | 9383 | $422267 | 上涨 ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $2132579 | 0.80% | 5717 | $145281 | 上涨 ×4 | ||
| EFG | $1709790 | 0.65% | 13742 | $189323 | 上涨 ×3 | ||
| VIOO | $1530114 | 0.58% | 11125 | $460029 | 上涨 ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $1514160 | 0.57% | 3600 | $359876 | 上涨 ×3 | ||
| IVOO | $1443771 | 0.54% | 11072 | $391672 | 上涨 ×4 | ||
| IAU | $1423590 | 0.54% | 18853 | $226377 | 上涨 ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $1406436 | 0.53% | 42248 | $-117186 | 上涨 ×4 | ||
| VV | $1386307 | 0.52% | 4031 | $168067 | 下跌 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1362032 | 0.51% | 1456 | $6731 | 上涨 ×5 | ||
| IWM | $1293738 | 0.49% | 4306 | $225850 | |||
| JNJ Johnson & Johnson Common Stock | $1212682 | 0.46% | 4775 | $163002 | 上涨 ×1 | ||
| IDMO | $1202484 | 0.45% | 19945 | $125975 | 上涨 ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1083164 | 0.41% | 9284 | $-41729 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $888197 | 0.34% | 2713 | $215471 | 上涨 ×5 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $862099 | 0.33% | 2528 | $444626 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $708427 | 0.27% | 1258 | $92678 | 上涨 ×6 | ||
| SCHM | $678054 | 0.26% | 18390 | $110370 | 上涨 ×5 | ||
| NOC Northrop Grumman Corporation Common Stock | $640875 | 0.24% | 1258 | $-202673 | 上涨 ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $632892 | 0.24% | 1675 | $117116 | 上涨 ×3 | ||
| VUG | $580248 | 0.22% | 6736 | $70955 | 上涨 ×4 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $566104 | 0.21% | 4958 | $-109556 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $486464 | 0.18% | 1377 | $162379 | 上涨 ×2 | ||
| GM General Motors Company Common Stock | $472091 | 0.18% | 6125 | $15636 | 下跌 ×1 | ||
| RTX RTX Corporation Common Stock | $441472 | 0.17% | 2327 | $63475 | 上涨 ×2 | ||
| SPY SPY | $425172 | 0.16% | 569 | $93901 | 上涨 ×1 | ||
| XLB XLB | $414736 | 0.16% | 8159 | $-181421 | 下跌 ×2 | ||
| ORCL Oracle Corporation Common Stock | $409782 | 0.15% | 2796 | $67502 | 上涨 ×4 | ||
| PH Parker-Hannifin Corporation Common Stock | $394384 | 0.15% | 403 | 上涨 ×1 | |||
| V Visa Inc. | $362316 | 0.14% | 1056 | $32891 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $355063 | 0.13% | 333 | $72439 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $350808 | 0.13% | 604 | 上涨 ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $330551 | 0.12% | 286 | 上涨 ×1 | |||
| BRKB | $326755 | 0.12% | 653 | $-724131 | 下跌 ×4 | ||
| UNP Union Pacific Corporation Common Stock | $322305 | 0.12% | 1185 | $31902 | 下跌 ×1 | ||
| ETH | $301547 | 0.11% | 20063 | $-100956 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $293612 | 0.11% | 2148 | $-114063 | 下跌 ×1 | ||
| CVX Chevron Corporation Common Stock | $293371 | 0.11% | 1770 | $-101321 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $290363 | 0.11% | 608 | 上涨 ×1 | |||
| MCD McDonald's Corporation Common Stock | $281748 | 0.11% | 1042 | $-91341 | 下跌 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $275130 | 0.10% | 1876 | $-81942 | 下跌 ×1 | ||
| SOXX SOXX | $275008 | 0.10% | 429 | 上涨 ×1 | |||
| GE GE Aerospace Common Stock | $274174 | 0.10% | 734 | ||||
| SRE DBA Sempra Common Stock | $249896 | 0.09% | 2695 | $-81419 | 下跌 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $235379 | 0.09% | 200 | $7309 | 下跌 ×1 | ||
| VTEC | $226894 | 0.09% | 2255 | $4899 | 上涨 ×2 | ||
| SCHB | $224325 | 0.08% | 7746 | $-21843 | 下跌 ×5 | ||
| GLD | $214397 | 0.08% | 582 | $-35601 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $206101 | 0.08% | 1755 | 上涨 ×1 | |||
| XLI XLI | $202955 | 0.08% | 1096 | 上涨 ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $201074 | 0.08% | 1088 | ||||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| MGV | $21638365 | 8.16% | 上涨 ×6 |
| QQQ | $21052637 | 7.94% | 上涨 ×6 |
| VTI | $15061049 | 5.68% | 上涨 ×6 |
| XLK | $13486059 | 5.09% | 上涨 ×3 |
| VEA | $13464368 | 5.08% | 上涨 ×5 |
| XLV | $12005607 | 4.53% | 上涨 ×6 |
| PPA | $10554507 | 3.98% | 上涨 ×6 |
| SPMO | $10173824 | 3.84% | 上涨 ×4 |
| VWO | $9685536 | 3.65% | 上涨 ×5 |
| ZOCT | $6850355 | 2.58% | 上涨 ×6 |
| APOC | $6666510 | 2.52% | 上涨 ×6 |
| BALT | $3857740 | 1.46% | 上涨 ×6 |
| GOOGL | $2754251 | 1.04% | 上涨 ×4 |
| NVDA | $2633822 | 0.99% | 上涨 ×5 |
| AAPL | $2613230 | 0.99% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| IVV | 2025年6月30日 | 16118 | $8995937 | 不再跟踪 |
| SPMD | 2025年6月30日 | 161635 | $8249861 | 不再跟踪 |
| SPSM | 2025年6月30日 | 193066 | $7838494 | 不再跟踪 |
| LQD | 2025年12月31日 | 6275 | $699474 | 不再跟踪 |
| ETHXXXX | 2025年3月31日 | 17551 | $561808 | 不再跟踪 |
| RSP | 2025年12月31日 | 1685 | $319645 | 不再跟踪 |
| EPI | 2026年6月30日 | 7071 | $288497 | 不再跟踪 |
| XLU | 2025年3月31日 | 3646 | $276221 | 不再跟踪 |
| XLP | 2025年3月31日 | 3468 | $271787 | 不再跟踪 |
| SUSA | 2026年3月31日 | 1742 | $242739 | 不再跟踪 |
| SRE | 2025年3月31日 | 2690 | $234974 | 21.0% |
| QCOM | 2026年3月31日 | 1335 | $228301 | 25.0% |
| GE | 2026年3月31日 | 700 | $215769 | 22.8% |
| KBH | 2025年3月31日 | 3235 | $212151 | -6.1% |
| NFLX | 2026年6月30日 | 2170 | $208646 | 11.4% |
| WMT | 2026年6月30日 | 1664 | $206741 | -8.9% |
| GE | 2025年6月30日 | 1022 | $204288 | 35.4% |
| MDY | 2025年12月31日 | 342 | $203842 | 不再跟踪 |
| ISRG | 2026年3月31日 | 358 | $202757 | -19.0% |
| IVOO | 2025年3月31日 | 1915 | $201757 | 不再跟踪 |