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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 120 项
建仓 22
增持 37
减持 48
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
EMB
ISHARES TR
-$10.4M
2,411
-98%
减持
WCMI
FIRST TR EXCHANGE-TRADED FD
-$10.3M
130,352
-82%
清仓
XTEN
BONDBLOXX ETF TRUST
-$8.8M
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
IAI
ISHARES TR
-$7.9M
59,710
-40%
清仓
TMUS
T-MOBILE US INC
-$7.3M
0
-100%
清仓
IGLB
ISHARES TR
-$7.1M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$6.5M
214,686
+43%
建仓
EMBX
VANECK FDS
+$6.0M
120,059
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$5.7M
66,248
增持
IAU
ISHARES GOLD TR
+$4.7M
59,124
+886%
增持
MSFT
MICROSOFT CORP
-$4.1M
39,101
+2%
建仓
XSVN
BONDBLOXX ETF TRUST
+$3.8M
78,732
建仓
XTRE
BONDBLOXX ETF TRUST
+$3.7M
74,399
建仓
MBB
ISHARES TR
+$3.5M
36,992
建仓
MU
MICRON TECHNOLOGY INC
+$3.5M
10,328
建仓
XFIV
BONDBLOXX ETF TRUST
+$3.4M
69,400
清仓
SRLN
SSGA ACTIVE ETF TR
-$3.3M
0
-100%
减持
GOOGL
ALPHABET INC
-$3.2M
69,811
-6%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$3.0M
51,076
-41%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$2.9M
67,149
+28%
减持
AVGO
BROADCOM INC
-$2.8M
61,876
-3%
清仓
—
BONDBLOXX ETF TRUST
-$2.8M
0
-100%
减持
NOW
SERVICENOW INC
-$2.4M
4,002
-78%
建仓
TIP
ISHARES TR
+$2.2M
20,053
减持
AAPL
APPLE INC
-$2.1M
68,690
-4%
建仓
VRT
VERTIV HOLDINGS CO
+$2.1M
8,293
减持
SMH
VANECK ETF TRUST
-$1.9M
61,157
-13%
增持
EME
EMCOR GROUP INC
+$1.9M
13,941
+1%
清仓
WCME
FIRST TR EXCHANGE-TRADED FD
-$1.7M
0
-100%
增持
—
EATON CORP PLC
+$1.7M
22,347
+13%
减持
WMT
WALMART INC
+$1.6M
146,839
-2%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$1.4M
11,806
-57%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
62,372
-5%
减持
XLK
SELECT SECTOR SPDR TR
-$1.4M
57,835
-8%
清仓
—
FERRARI N V
-$1.3M
0
-100%
增持
JMBS
JANUS DETROIT STR TR
+$1.3M
197,015
+18%
减持
KCE
SPDR SERIES TRUST
-$1.3M
12,841
-36%
建仓
COPX
GLOBAL X FDS
+$1.2M
16,352
增持
PYLD
PIMCO ETF TR
+$1.2M
385,406
+15%
增持
XBI
SPDR SERIES TRUST
+$1.2M
13,858
+175%
建仓
PICK
ISHARES INC
+$1.1M
19,770
增持
ORCL
ORACLE CORP
-$1.1M
34,418
+10%
清仓
—
SPOTIFY TECHNOLOGY S A
-$1.0M
0
-100%
建仓
GDXJ
VANECK ETF TRUST
+$996.1K
8,298
清仓
XLP
SELECT SECTOR SPDR TR
-$993.7K
0
-100%
增持
AMZN
AMAZON COM INC
-$989.2K
55,423
+2%
清仓
XLRE
SELECT SECTOR SPDR TR
-$879.1K
0
-100%
建仓
AGNC
AGNC INVT CORP
+$867.9K
86,532
增持
WELL
WELLTOWER INC
+$801.6K
53,926
+2%
减持
VUG
VANGUARD INDEX FDS
-$784.1K
4,500
-20%
增持
JAAA
JANUS DETROIT STR TR
+$782.7K
139,686
+13%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$721.0K
31,343
+5%
增持
MS
MORGAN STANLEY
+$717.1K
7,092
+180%
减持
AVUV
AMERICAN CENTY ETF TR
+$709.0K
115,562
-2%
增持
HUBB
HUBBELL INC
+$697.2K
4,019
+40%
减持
V
VISA INC
-$681.2K
11,682
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$618.1K
8,243
-7%
建仓
SPY
STATE STR SPDR S&P 500 ETF T
+$597.0K
918
增持
ONC
BEONE MEDICINES LTD
+$564.2K
4,925
+67%
减持
GEV
GE VERNOVA INC
+$560.3K
5,302
-15%
建仓
INTC
INTEL CORP
+$507.7K
11,504
增持
CEG
CONSTELLATION ENERGY CORP
+$507.0K
27,610
+35%
增持
JPM
JPMORGAN CHASE & CO
-$503.3K
40,697
+5%
减持
XAR
SPDR SERIES TRUST
+$495.3K
49,364
-1%
减持
KO
COCA COLA CO
+$490.3K
88,923
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$450.2K
7,377
+12%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$444.9K
4,961
-2%
建仓
PAVE
GLOBAL X FDS
+$413.9K
8,147
增持
HOOD
ROBINHOOD MKTS INC
-$410.9K
27,381
+34%
增持
NFLX
NETFLIX INC.
+$408.5K
41,722
+9%
增持
GD
GENERAL DYNAMICS CORP
+$392.8K
21,985
+3%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$389.9K
51,311
-12%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$377.0K
13,104
-2%
建仓
IVW
ISHARES TR
+$324.3K
2,867
增持
VST
VISTRA CORP
+$292.8K
12,222
+28%
增持
META
META PLATFORMS INC
-$278.9K
4,619
+4%
减持
XLC
SELECT SECTOR SPDR TR
-$265.0K
22,899
-4%
清仓
U
UNITY SOFTWARE INC
-$256.8K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$255.7K
368
-52%
建仓
DTCR
GLOBAL X FDS
+$254.1K
10,607
增持
PG
PROCTER & GAMBLE CO
+$239.8K
43,660
+3%
建仓
CVX
CHEVRON CORPORATION
+$238.8K
1,154
清仓
WFC
WELLS FARGO CO NEW
-$229.4K
0
-100%
建仓
DOGG
FIRST TR EXCHANGE-TRADED FD
+$229.1K
10,555
减持
GE
GE AEROSPACE
-$227.9K
6,981
-3%
减持
SGOV
ISHARES TR
-$217.9K
29,805
-7%
建仓
ITA
ISHARES TR
+$217.0K
992
减持
XLU
SELECT SECTOR SPDR TR
+$215.6K
79,740
-1%
减持
TSLA
TESLA INC
-$215.3K
2,438
-2%
建仓
MTUM
ISHARES TR
+$204.2K
851
清仓
HD
HOME DEPOT INC
-$200.0K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$194.1K
66,215
+8%
减持
DFCA
DIMENSIONAL ETF TRUST
-$189.6K
14,570
-20%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$186.6K
14,801
-20%
减持
CMF
ISHARES TR
-$185.2K
28,975
-9%
减持
CALI
BLACKROCK ETF TRUST II
-$178.3K
20,696
-15%
减持
SLQD
ISHARES TR
-$160.4K
3,968
-44%
减持
VTEC
VANGUARD CALIF TAX FREE FDS
-$136.4K
10,821
-10%
增持
ROK
ROCKWELL AUTOMATION INC
+$135.4K
4,266
+19%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$131.2K
10,569
+60%
增持
ANET
ARISTA NETWORKS INC
+$130.1K
15,878
+14%
增持
IGIB
ISHARES TR
+$126.8K
201,866
+2%
减持
QQQ
INVESCO QQQ TR
-$118.3K
1,830
-4%
减持
QTUM
ETF SER SOLUTIONS
-$107.2K
2,570
-26%
减持
LLY
ELI LILLY & CO
-$106.4K
673
-0%
减持
IYC
ISHARES TR
-$86.3K
10,492
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$83.8K
5,698
+36%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$65.4K
2,509
-1%
减持
AVUS
AMERICAN CENTY ETF TR
-$64.9K
2,934
-16%
增持
AXON
AXON ENTERPRISE INC
+$54.3K
5,144
+37%
增持
C
CITIGROUP INC
-$50.2K
19,319
+1%
减持
AVEM
AMERICAN CENTY ETF TR
+$48.8K
16,549
-1%
增持
ARGX
ARGENX SE
+$43.7K
2,500
+18%
减持
SCHD
SCHWAB STRATEGIC TR
-$31.2K
9,075
-20%
增持
VGT
VANGUARD WORLD FD
+$27.3K
414
+19%
减持
XLI
SELECT SECTOR SPDR TR
-$24.3K
1,433
-13%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$11.3K
4,462
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$10.4K
1,013
+0%
减持
AVGE
AMERICAN CENTY ETF TR
-$8.8K
2,744
-6%
减持
COWZ
PACER FDS TR
+$6.1K
3,775
-1%
