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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 108 项
建仓 11
增持 65
减持 25
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
IAK
ISHARES TR
-$12.0M
0
-100%
减持
TMUS
T-MOBILE US INC
-$5.9M
35,847
-35%
减持
GOOGL
ALPHABET INC
+$5.2M
74,284
-0%
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
GRID
FIRST TR EXCHANGE TRADED FD
+$5.0M
52,588
+160%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$3.6M
0
-100%
减持
ORCL
ORACLE CORP
-$3.2M
31,382
-5%
增持
SMH
VANECK ETF TRUST
+$3.1M
70,504
+3%
增持
AAPL
APPLE INC
+$2.1M
71,895
+5%
清仓
KKR
KKR & CO INC
-$1.6M
0
-100%
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.3M
16,680
清仓
BX
BLACKSTONE INC
-$1.3M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
61,458
+3%
增持
KCE
SPDR SERIES TRUST
+$1.2M
20,199
+72%
减持
WMT
WALMART INC
+$1.2M
149,772
-0%
增持
AMZN
AMAZON COM INC
+$1.1M
54,294
+5%
减持
PG
PROCTER AND GAMBLE CO
-$1.1M
42,331
-10%
增持
AVGO
BROADCOM INC
+$1.1M
63,491
+0%
增持
NOW
SERVICENOW INC
-$1.0M
18,172
+337%
减持
—
FERRARI N V
-$961.8K
3,470
-25%
增持
NFLX
NETFLIX INC
-$927.6K
38,429
+917%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$837.3K
0
-100%
增持
ANET
ARISTA NETWORKS INC
+$744.4K
13,885
+88%
增持
NVDA
NVIDIA CORPORATION
+$707.0K
65,719
+6%
增持
XLU
SELECT SECTOR SPDR TR
+$701.1K
80,668
+157%
增持
GS
GOLDMAN SACHS GROUP INC
+$675.2K
6,587
+3%
建仓
USMV
ISHARES TR
+$642.7K
6,826
建仓
XBI
SPDR SERIES TRUST
+$614.8K
5,042
增持
MSFT
MICROSOFT CORP
-$581.3K
38,394
+4%
增持
CEG
CONSTELLATION ENERGY CORP
+$559.3K
20,389
+1%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$545.9K
86,506
-2%
增持
ARGX
ARGENX SE
+$545.8K
2,119
+26%
增持
V
VISA INC
+$525.1K
12,010
+11%
增持
C
CITIGROUP INC
+$514.2K
19,206
+13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$497.8K
13,332
+5%
增持
IAI
ISHARES TR
+$486.8K
98,767
+1%
增持
AXON
AXON ENTERPRISE INC
-$479.8K
3,751
+3%
建仓
VOO
VANGUARD INDEX FDS
+$475.9K
759
建仓
MS
MORGAN STANLEY
+$450.0K
2,535
增持
CMF
ISHARES TR
+$441.8K
31,896
+31%
增持
GEV
GE VERNOVA INC
+$428.2K
6,224
+5%
增持
WELL
WELLTOWER INC
+$419.7K
53,123
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$409.1K
8,832
+13%
增持
JMBS
JANUS DETROIT STR TR
+$408.9K
167,118
+6%
增持
AVUV
AMERICAN CENTY ETF TR
+$399.9K
118,231
+1%
建仓
QTUM
ETF SER SOLUTIONS
+$382.9K
3,492
增持
HOOD
ROBINHOOD MKTS INC
-$369.7K
20,410
+9%
增持
KO
COCA COLA CO
+$362.5K
89,720
+1%
建仓
SLQD
ISHARES TR
+$360.7K
7,115
增持
VUG
VANGUARD INDEX FDS
+$353.0K
5,636
+13%
增持
EMB
ISHARES TR
+$334.3K
110,668
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$326.9K
38,715
+1%
清仓
MTUM
ISHARES TR
-$323.1K
0
-100%
增持
WCME
FIRST TR EXCHANGE-TRADED FD
+$316.5K
101,194
+22%
增持
EME
EMCOR GROUP INC
-$309.0K
13,777
+2%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$302.6K
27,624
+7%
增持
QQQ
INVESCO QQQ TR
+$301.0K
1,912
+31%
减持
IGLB
ISHARES TR
-$280.2K
141,056
-2%
建仓
COST
COSTCO WHSL CORP NEW
+$276.8K
321
增持
CALI
BLACKROCK ETF TRUST II
+$255.4K
24,218
+27%
减持
XAR
SPDR SERIES TRUST
+$247.5K
49,918
-1%
增持
HUBB
HUBBELL INC
+$247.5K
2,871
+20%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$239.9K
12,054
+24%
增持
PYLD
PIMCO ETF TR
+$231.9K
334,449
+3%
减持
—
SPOTIFY TECHNOLOGY S A
-$230.6K
1,746
-2%
建仓
WFC
WELLS FARGO CO NEW
+$229.4K
2,461
增持
LLY
ELI LILLY & CO
+$219.5K
675
+2%
增持
ROK
ROCKWELL AUTOMATION INC
+$218.4K
3,587
+7%
增持
SGOV
ISHARES TR
+$216.7K
32,059
+8%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$216.5K
1,011
清仓
LMT
LOCKHEED MARTIN CORP
-$202.2K
0
-100%
建仓
HD
HOME DEPOT INC
+$200.0K
581
增持
VST
VISTRA CORP
-$185.0K
9,574
+8%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$180.0K
5,081
-3%
增持
FCAL
FIRST TR EXCH TRADED FD III
+$164.7K
18,460
+21%
减持
ONC
BEONE MEDICINES LTD
-$162.9K
2,957
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$161.4K
62,811
+99%
减持
XLC
SELECT SECTOR SPDR TR
-$160.8K
23,816
-5%
增持
XLP
SELECT SECTOR SPDR TR
+$154.4K
12,792
+19%
增持
GE
GE AEROSPACE
+$151.3K
7,171
+5%
增持
DFCA
DIMENSIONAL ETF TRUST
+$148.1K
18,288
+19%
增持
META
META PLATFORMS INC
-$135.0K
4,426
+6%
增持
GDX
VANECK ETF TRUST
+$129.2K
11,095
+3%
减持
XLI
SELECT SECTOR SPDR TR
-$129.0K
1,651
-34%
增持
—
EATON CORP PLC
-$125.1K
19,825
+15%
减持
WCMI
FIRST TR EXCHANGE-TRADED FD
-$112.6K
731,326
-2%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$105.3K
57,982
-5%
减持
JAAA
JANUS DETROIT STR TR
-$93.2K
123,632
-1%
增持
XTEN
BONDBLOXX ETF TRUST
+$90.6K
191,409
+2%
减持
ISRG
INTUITIVE SURGICAL INC
+$89.2K
790
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$81.4K
149,753
+97%
增持
IYC
ISHARES TR
+$73.4K
10,697
+9%
增持
IGIB
ISHARES TR
+$72.9K
197,040
+1%
增持
—
BONDBLOXX ETF TRUST
+$70.3K
78,106
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$61.8K
11,286
+24%
增持
TSLA
TESLA INC
+$60.5K
2,494
+5%
增持
GD
GENERAL DYNAMICS CORP
-$58.0K
21,247
+0%
减持
SRLN
SSGA ACTIVE ETF TR
-$38.8K
80,226
-0%
减持
IAU
ISHARES GOLD TR
+$36.8K
5,997
-3%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$26.6K
4,569
-11%
增持
XLRE
SELECT SECTOR SPDR TR
-$26.2K
21,787
+1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$25.3K
6,589
+10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$20.4K
29,850
+3%
减持
U
UNITY SOFTWARE INC
+$16.6K
5,815
-3%
增持
COWZ
PACER FDS TR
+$13.1K
3,823
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$10.5K
4,178
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$9.3K
2,522
-1%
减持
AVGE
AMERICAN CENTY ETF TR
-$2.9K
2,914
-4%
减持
AVUS
AMERICAN CENTY ETF TR
-$93
3,499
-3%
