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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 109 项
建仓 14
增持 39
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
PYLD
PIMCO ETF TR
+$8.7M
323,816
增持
AVUV
AMERICAN CENTY ETF TR
+$5.7M
117,124
+79%
减持
GOOGL
ALPHABET INC
+$4.6M
74,302
-3%
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。
增持
AVGO
BROADCOM INC
+$3.9M
63,264
+3%
增持
SMH
VANECK ETF TRUST
+$3.9M
68,253
+4%
清仓
TLT
ISHARES TR
-$3.1M
0
-100%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$3.1M
0
-100%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$3.1M
20,237
减持
AAPL
APPLE INC
+$3.0M
68,424
-3%
建仓
SGOV
ISHARES TR
+$3.0M
29,805
清仓
JBBB
JANUS DETROIT STR TR
-$3.0M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$2.7M
59,399
-27%
减持
IGLB
ISHARES TR
-$2.4M
143,509
-26%
增持
ORCL
ORACLE CORP
+$2.4M
32,954
+4%
建仓
GE
GE AEROSPACE
+$2.1M
6,840
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$2.0M
39,450
减持
LMT
LOCKHEED MARTIN CORP
-$1.7M
405
-90%
清仓
ELV
ELEVANCE HEALTH INC
-$1.7M
0
-100%
清仓
FISV
FISERV INC
-$1.6M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.5M
28,974
+4%
建仓
CMF
ISHARES TR
+$1.4M
24,386
清仓
EQIX
EQUINIX INC
-$1.4M
0
-100%
减持
EME
EMCOR GROUP INC
+$1.3M
13,452
-3%
减持
WELL
WELLTOWER INC
+$1.2M
52,994
-2%
减持
XAR
SPDR SERIES TRUST
+$1.1M
50,199
-1%
建仓
ANET
ARISTA NETWORKS INC
+$1.1M
7,377
建仓
ONC
BEONE MEDICINES LTD
+$1.1M
3,115
增持
XLK
SELECT SECTOR SPDR TR
+$994.1K
31,510
+1%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$968.7K
9,709
建仓
CALI
BLACKROCK ETF TRUST II
+$966.6K
19,077
增持
HOOD
ROBINHOOD MKTS INC
+$964.8K
18,704
+2%
减持
GD
GENERAL DYNAMICS CORP
+$918.6K
21,146
-2%
减持
PG
PROCTER AND GAMBLE CO
-$860.3K
46,886
-7%
建仓
DFCA
DIMENSIONAL ETF TRUST
+$767.8K
15,409
减持
NVDA
NVIDIA CORPORATION
+$755.6K
61,902
-9%
建仓
FCAL
FIRST TR EXCH TRADED FD III
+$745.5K
15,287
增持
GS
GOLDMAN SACHS GROUP INC
+$733.4K
6,423
+4%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$685.4K
25,903
+38%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$668.9K
12,724
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$627.4K
38,512
-3%
减持
IAI
ISHARES TR
+$611.6K
97,406
-1%
增持
EMB
ISHARES TR
+$597.0K
108,423
+3%
减持
KO
COCA COLA CO
-$561.5K
89,110
-3%
增持
IGIB
ISHARES TR
+$560.8K
194,928
+4%
减持
MSFT
MICROSOFT CORP
+$523.8K
36,972
-1%
减持
GEV
GE VERNOVA INC
+$493.8K
5,919
-0%
减持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$487.0K
744,071
-2%
减持
NOW
SERVICENOW INC
-$483.6K
4,162
-1%
增持
XTEN
BONDBLOXX ETF TRUST
+$438.2K
187,783
+4%
增持
ARGX
ARGENX SE
+$412.1K
1,676
+12%
增持
NFLX
NETFLIX INC
-$395.9K
3,779
+3%
增持
JAAA
JANUS DETROIT STR TR
+$393.0K
124,980
+7%
增持
AXON
AXON ENTERPRISE INC
-$386.3K
3,637
+0%
增持
VUG
VANGUARD INDEX FDS
+$378.7K
4,997
+9%
减持
TMUS
T-MOBILE US INC
-$375.6K
55,215
-3%
减持
WMT
WALMART INC
+$365.1K
150,289
-3%
增持
WCME
FIRST TR EXCHANGE-TRADED FD
+$357.2K
83,039
+22%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$328.9K
61,332
-13%
清仓
QMAR
FIRST TR EXCHNG TRADED FD VI
-$310.4K
0
-100%
增持
C
CITIGROUP INC
+$298.5K
17,014
+1%
减持
TSLA
TESLA INC
+$296.8K
2,386
-1%
增持
XLC
SELECT SECTOR SPDR TR
+$271.6K
25,044
+1%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$257.9K
0
-100%
增持
JMBS
JANUS DETROIT STR TR
+$253.2K
158,238
+2%
增持
KKR
KKR & CO INC
+$244.2K
12,225
+21%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$243.8K
0
-100%
建仓
U
UNITY SOFTWARE INC
+$240.2K
6,000
减持
GDX
VANECK ETF TRUST
+$236.0K
10,765
-4%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$228.6K
4,004
增持
CEG
CONSTELLATION ENERGY CORP
+$228.5K
20,189
+2%
清仓
FSEP
FIRST TR EXCHNG TRADED FD VI
-$226.4K
0
-100%
增持
—
BONDBLOXX ETF TRUST
+$206.7K
75,733
+7%
减持
XLE
SELECT SECTOR SPDR TR
+$200.4K
75,855
-2%
清仓
COST
COSTCO WHSL CORP NEW
-$200.1K
0
-100%
减持
AMZN
AMAZON COM INC
-$197.3K
51,878
-2%
减持
XLU
SELECT SECTOR SPDR TR
+$174.2K
31,449
-0%
增持
—
SPOTIFY TECHNOLOGY S A
+$152.6K
1,783
+25%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$142.1K
88,498
-3%
减持
—
EATON CORP PLC
+$127.9K
17,206
-3%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$117.6K
5,997
-40%
减持
BX
BLACKSTONE INC
+$95.9K
7,383
-5%
增持
QQQ
INVESCO QQQ TR
+$92.4K
1,455
+3%
减持
XLP
SELECT SECTOR SPDR TR
-$89.9K
10,709
-7%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$82.2K
11,395
-10%
增持
SRLN
SSGA ACTIVE ETF TR
+$81.2K
80,561
+3%
增持
ROK
ROCKWELL AUTOMATION INC
+$80.1K
3,368
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$72.9K
5,224
+1%
增持
META
META PLATFORMS INC
+$71.7K
4,162
+3%
减持
KCE
SPDR SERIES TRUST
+$68.0K
11,738
-1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$59.6K
11,504
+5%
增持
HUBB
HUBBELL INC
+$56.0K
2,388
+0%
增持
VGT
VANGUARD WORLD FD
+$54.8K
347
+13%
减持
COWZ
PACER FDS TR
-$51.7K
3,775
-23%
增持
MTUM
ISHARES TR
+$49.4K
1,260
+11%
减持
LLY
ELI LILLY & CO
-$46.8K
663
-6%
减持
IAK
ISHARES TR
-$44.4K
89,547
-0%
增持
AVUS
AMERICAN CENTY ETF TR
+$44.1K
3,599
+5%
减持
IYC
ISHARES TR
+$42.9K
9,826
-1%
减持
IAU
ISHARES GOLD TR
+$39.8K
6,183
-6%
增持
VST
VISTRA CORP
+$35.7K
8,828
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$33.4K
2,540
-1%
增持
V
VISA INC
+$32.0K
10,800
+5%
减持
—
FERRARI N V
-$30.4K
4,625
-0%
增持
AVGE
AMERICAN CENTY ETF TR
+$20.1K
3,036
+1%
减持
XLI
SELECT SECTOR SPDR TR
-$15.2K
2,497
-8%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$10.8K
5,154
-2%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$10.6K
5,525
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$10.0K
7,822
+4%
减持
XLRE
SELECT SECTOR SPDR TR
+$2.7K
21,488
-1%
