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WESPAC Advisors SoCal, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WESPAC Advisors SoCal, LLC
报告期 2026-03-31 · CIK 0001668188
持仓数
119
前50大市值合计
$407.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 90 项
建仓 8
增持 38
减持 40
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$13.3M
1,860
-89%
减持
XLI
SELECT SECTOR SPDR TR
-$9.4M
9,478
-88%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$9.4M
121,970
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
EME
EMCOR GROUP INC
+$8.2M
17,992
减持
—
ASML HOLDING N V
-$4.5M
7,557
-35%
减持
AVGO
BROADCOM INC
+$4.1M
98,311
-9%
增持
XAR
SPDR SER TR
+$3.4M
32,584
+155%
清仓
NVO
NOVO-NORDISK A S
-$3.4M
0
-100%
增持
IAI
ISHARES TR
+$3.3M
92,472
+19%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$3.2M
25,962
增持
—
EATON CORP PLC
+$2.7M
22,625
+55%
增持
IAK
ISHARES TR
+$2.3M
70,103
+39%
减持
XLV
SELECT SECTOR SPDR TR
-$2.2M
92,295
-5%
增持
TSLA
TESLA INC
+$1.9M
6,606
+137%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.9M
145,179
-13%
增持
JBBB
JANUS DETROIT STR TR
+$1.4M
103,096
+38%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$1.3M
249,487
-6%
减持
XLC
SELECT SECTOR SPDR TR
-$1.2M
36,247
-30%
增持
ITB
ISHARES TR
-$1.1M
68,907
+6%
减持
WMT
WALMART INC
+$1.1M
171,192
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
18,010
+177%
增持
WELL
WELLTOWER INC
+$1.0M
32,225
+36%
增持
SMH
VANECK ETF TRUST
+$963.9K
76,197
+7%
减持
AMZN
AMAZON COM INC
+$962.9K
76,213
-10%
减持
VUG
VANGUARD INDEX FDS
-$955.4K
9,986
-24%
增持
IYC
ISHARES TR
+$948.7K
28,185
+41%
增持
URA
GLOBAL X FDS
+$923.5K
66,731
+121%
增持
IGIB
ISHARES TR
+$923.1K
326,332
+10%
增持
AXON
AXON ENTERPRISE INC
+$894.5K
3,418
+20%
减持
XLP
SELECT SECTOR SPDR TR
-$830.1K
19,973
-31%
减持
MSFT
MICROSOFT CORP
-$821.7K
50,691
-2%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$787.9K
43,122
+31%
建仓
FISV
FISERV INC
+$779.6K
3,795
减持
KO
COCA COLA CO
-$758.3K
62,844
-3%
增持
GEV
GE VERNOVA INC
+$690.0K
4,283
+52%
减持
XLRE
SELECT SECTOR SPDR TR
-$564.8K
22,818
-32%
增持
SRLN
SSGA ACTIVE ETF TR
+$524.0K
156,057
+9%
增持
JMBS
JANUS DETROIT STR TR
+$497.1K
69,032
+26%
减持
XLE
SELECT SECTOR SPDR TR
-$470.1K
58,348
-6%
减持
NFLX
NETFLIX INC
+$466.7K
3,592
-7%
减持
JAAA
JANUS DETROIT STR TR
-$460.8K
57,504
-13%
减持
TMUS
T-MOBILE US INC
+$455.7K
59,714
-3%
增持
STOT
SSGA ACTIVE TR
+$449.6K
51,028
+25%
减持
JPM
JPMORGAN CHASE & CO.
+$445.1K
41,266
-8%
减持
NOW
SERVICENOW INC
+$408.9K
3,671
-6%
减持
LMT
LOCKHEED MARTIN CORP
-$394.0K
3,707
-1%
增持
XEMD
BONDBLOXX ETF TRUST
+$368.8K
227,892
+7%
增持
IGLB
ISHARES TR
-$361.6K
180,284
+4%
增持
ELV
ELEVANCE HEALTH INC
-$352.0K
2,544
+3%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$321.4K
0
-100%
清仓
BP
BP PLC
-$275.8K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$272.4K
39,725
-1%
减持
V
VISA INC
+$262.6K
9,751
-5%
减持
AAPL
APPLE INC
-$258.1K
71,283
-8%
减持
XLF
SELECT SECTOR SPDR TR
-$245.3K
39,256
-17%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$244.0K
5,474
减持
XLU
SELECT SECTOR SPDR TR
-$238.9K
22,857
-6%
增持
—
BONDBLOXX ETF TRUST
+$231.4K
64,936
+15%
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$223.0K
5,154
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$215.6K
4,719
增持
TLT
ISHARES TR
-$209.2K
31,918
+4%
清仓
COST
COSTCO WHSL CORP NEW
-$208.5K
0
-100%
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$202.1K
4,895
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$194.6K
198,795
-4%
增持
GD
GENERAL DYNAMICS CORP
-$193.1K
21,196
+11%
增持
QMAG
FIRST TR EXCHNG TRADED FD VI
+$163.2K
136,840
+3%
增持
QQQ
INVESCO QQQ TR
+$156.5K
1,616
+18%
增持
CMF
ISHARES TR
+$144.6K
7,857
+49%
减持
AVUS
AMERICAN CENTY ETF TR
-$137.8K
5,077
-23%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$119.0K
12,633
-16%
增持
EQIX
EQUINIX INC
+$113.0K
1,033
+6%
增持
META
META PLATFORMS INC
+$108.1K
3,623
+3%
增持
—
FERRARI N V
-$92.6K
3,592
+4%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$90.1K
3,179
-11%
增持
IAU
ISHARES GOLD TR
+$54.3K
6,747
+20%
减持
NVDA
NVIDIA CORPORATION
+$51.4K
70,845
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$47.2K
478
+18%
减持
AVLV
AMERICAN CENTY ETF TR
-$32.2K
4,853
-10%
减持
GOOGL
ALPHABET INC
-$31.5K
74,034
-13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$22.7K
2,789
-0%
增持
SCHD
SCHWAB STRATEGIC TR
-$20.0K
9,075
+186%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$17.8K
6,125
+4%
减持
XLK
SELECT SECTOR SPDR TR
+$15.8K
25,899
-3%
增持
HD
HOME DEPOT INC
-$12.8K
828
+0%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$9.2K
134,936
-4%
增持
AVGE
AMERICAN CENTY ETF TR
+$8.9K
4,234
+5%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$6.2K
10,000
-4%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$3.7K
7,811
-1%
减持
CATH
GLOBAL X FDS
+$3.0K
11,662
-2%
增持
COWZ
PACER FDS TR
-$650
4,765
+2%
