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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 109 项
建仓 19
增持 36
减持 39
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
AVUV
AMERICAN CENTY ETF TR
-$10.7M
38,057
-74%
建仓
EMB
ISHARES TR
+$9.9M
109,237
清仓
XEMD
BONDBLOXX ETF TRUST
-$9.5M
0
-100%
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。
减持
AVGO
BROADCOM INC
-$9.4M
79,724
-19%
清仓
AIRR
FIRST TR EXCHANGE-TRADED FD
-$9.4M
0
-100%
清仓
ITB
ISHARES TR
-$7.1M
0
-100%
减持
AMZN
AMAZON COM INC
-$6.7M
52,693
-31%
清仓
—
ASML HOLDING N V
-$5.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$4.8M
44,130
-13%
减持
SMH
VANECK ETF TRUST
-$4.3M
66,720
-12%
增持
WELL
WELLTOWER INC
+$4.2M
53,892
+67%
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$3.8M
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$3.2M
5,892
减持
IGIB
ISHARES TR
-$3.2M
258,812
-21%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$3.2M
0
-100%
增持
JMBS
JANUS DETROIT STR TR
+$3.1M
136,787
+98%
建仓
XTEN
BONDBLOXX ETF TRUST
+$2.8M
60,150
增持
GOOGL
ALPHABET INC
-$2.5M
74,594
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$2.5M
103,925
+13%
增持
XLE
SELECT SECTOR SPDR TR
+$2.5M
79,910
+37%
清仓
STOT
SSGA ACTIVE TR
-$2.4M
0
-100%
减持
EME
EMCOR GROUP INC
-$2.2M
16,112
-10%
减持
XLK
SELECT SECTOR SPDR TR
-$2.2M
18,476
-29%
减持
AAPL
APPLE INC
-$2.1M
70,712
-1%
减持
TSLA
TESLA INC
-$2.0M
2,406
-64%
清仓
XLF
SELECT SECTOR SPDR TR
-$1.9M
0
-100%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$1.9M
163,706
-18%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
70,793
-0%
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$1.8M
0
-100%
减持
TMUS
T-MOBILE US INC
+$1.8M
56,139
-6%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$1.8M
7,162
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.8M
8,683
减持
WMT
WALMART INC
-$1.7M
156,511
-9%
增持
JAAA
JANUS DETROIT STR TR
+$1.7M
90,558
+57%
减持
QMAG
FIRST TR EXCHNG TRADED FD VI
-$1.6M
61,543
-55%
建仓
KCE
SPDR SER TR
+$1.5M
12,119
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$1.4M
212,525
-15%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
7,716
-23%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$1.2M
19,130
增持
JBBB
JANUS DETROIT STR TR
+$1.1M
126,904
+23%
清仓
XSVM
INVESCO EXCHANGE TRADED FD T
-$1.1M
0
-100%
增持
KO
COCA COLA CO
+$981.9K
68,341
+9%
减持
XLI
SELECT SECTOR SPDR TR
-$841.5K
3,108
-67%
建仓
BX
BLACKSTONE INC
+$808.3K
5,782
增持
NOW
SERVICENOW INC
-$793.9K
3,891
+6%
减持
LLY
ELI LILLY & CO
-$754.5K
825
-56%
建仓
C
CITIGROUP INC
+$746.9K
10,521
增持
ELV
ELEVANCE HEALTH INC
+$728.3K
3,832
+51%
增持
XLP
SELECT SECTOR SPDR TR
+$727.0K
28,127
+41%
建仓
KKR
KKR & CO INC
+$712.9K
6,166
增持
PG
PROCTER AND GAMBLE CO
+$667.8K
42,998
+8%
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$568.6K
0
-100%
增持
TLT
ISHARES TR
+$538.8K
36,540
+14%
建仓
VST
VISTRA CORP
+$531.3K
4,524
增持
—
EATON CORP PLC
+$506.1K
29,484
+30%
建仓
HUBB
HUBBELL INC
+$480.5K
1,452
建仓
QID
PROSHARES TR
+$477.2K
12,528
增持
—
FERRARI N V
+$473.5K
4,673
+30%
增持
IAI
ISHARES TR
+$472.4K
98,477
+6%
清仓
CMF
ISHARES TR
-$450.0K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$411.8K
435
建仓
U
UNITY SOFTWARE INC
+$410.3K
20,942
增持
EQIX
EQUINIX INC
+$392.5K
1,676
+62%
建仓
—
PROSHARES TR
+$388.4K
18,101
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$372.4K
12,787
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$365.4K
20,468
+14%
增持
—
BONDBLOXX ETF TRUST
+$345.1K
75,140
+16%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$312.7K
3,972
+25%
增持
XAR
SPDR SER TR
+$297.4K
35,475
+9%
清仓
SPY
SPDR S&P 500 ETF TR
-$280.3K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$280.2K
39,288
+8%
增持
FISV
FISERV INC
+$270.0K
4,753
+25%
清仓
VTI
VANGUARD INDEX FDS
-$261.1K
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$252.9K
3,384
建仓
MPC
MARATHON PETE CORP
+$247.7K
1,700
减持
IAK
ISHARES TR
+$216.7K
65,907
-6%
建仓
CVX
CHEVRON CORP NEW
+$216.5K
1,294
增持
AXON
AXON ENTERPRISE INC
-$213.7K
3,456
+1%
清仓
FAPR
FIRST TR EXCHNG TRADED FD VI
-$202.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$187.6K
39,561
-4%
增持
URA
GLOBAL X FDS
-$185.1K
69,894
+5%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$172.8K
10,017
-35%
增持
IYC
ISHARES TR
-$168.7K
28,769
+2%
减持
QQQ
INVESCO QQQ TR
-$162.2K
1,416
-12%
增持
NFLX
NETFLIX INC
+$158.3K
3,603
+0%
增持
SRLN
SSGA ACTIVE ETF TR
+$158.1K
162,178
+4%
减持
GD
GENERAL DYNAMICS CORP
+$152.3K
21,048
-1%
增持
META
META PLATFORMS INC
+$134.2K
3,913
+8%
减持
IGLB
ISHARES TR
+$117.7K
179,649
-0%
减持
AVUS
AMERICAN CENTY ETF TR
-$112.1K
4,114
-19%
减持
V
VISA INC
+$111.2K
9,111
-7%
减持
HD
HOME DEPOT INC
-$108.7K
582
-30%
减持
AVLV
AMERICAN CENTY ETF TR
-$105.7K
3,348
-31%
增持
LMT
LOCKHEED MARTIN CORP
-$101.4K
3,805
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$98.7K
2,559
-8%
减持
—
EXXON MOBIL CORP
-$86.0K
3,490
-25%
增持
XLU
SELECT SECTOR SPDR TR
+$72.5K
22,860
+0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$71.4K
44,563
+3%
减持
ISRG
INTUITIVE SURGICAL INC
-$62.4K
811
-9%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$61.8K
6,806
-13%
增持
GEV
GE VERNOVA INC
+$60.2K
4,812
+12%
减持
IAU
ISHARES GOLD TR
+$59.6K
6,677
-1%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$33.6K
5,591
-9%
减持
AVGE
AMERICAN CENTY ETF TR
-$26.0K
3,939
-7%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$24.1K
5,945
+10%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$7.5K
5,106
-1%
减持
XLRE
SELECT SECTOR SPDR TR
+$6.0K
22,317
-2%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$5.5K
4,716
-0%
增持
COWZ
PACER FDS TR
-$2.2K
4,875
+2%
