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Westshore Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Westshore Wealth, LLC

报告期 2026-03-31 · CIK 0001806366

持仓数

102

前50大市值合计

$269.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$60.1M

92,353

22.3%

LQD ISHARES TR

IBOXX INV CP ETF

$29.2M

268,104

10.9%

IWD ISHARES TR

RUS 1000 VAL ETF

$19.7M

92,391

7.3%

AMRX AMNEAL PHARMACEUTICALS INC

COM STK CL A

$17.1M

1,373,984

6.3%

IWF ISHARES TR

RUS 1000 GRW ETF

$17.0M

39,870

6.3%

IWM ISHARES TR

RUSSELL 2000 ETF

$14.3M

57,815

5.3%

VGLT VANGUARD SCOTTSDALE FDS

LONG TERM TREAS

$10.0M

180,505

3.7%

GOVT ISHARES TR

US TREAS BD ETF

$9.8M

427,882

3.6%

UPS UNITED PARCEL SVCS INC

CL B

$9.0M

91,093

3.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$8.6M

14,344

3.2%

NVDA NVIDIA CORPORATION

COM

$7.3M

41,925

2.7%

IWR ISHARES TR

RUS MID CAP ETF

$6.4M

65,329

2.4%

SEPW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$5.0M

158,842

1.9%

AAPL APPLE INC

COM

$4.8M

18,859

1.8%

VONV VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL

$3.9M

41,106

1.4%

VTWO VANGUARD SCOTTSDALE FDS

VNG RUS2000IDX

$3.8M

38,011

1.4%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$3.4M

31,016

1.3%

EFA ISHARES TR

MSCI EAFE ETF

$3.1M

32,253

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.0M

6,228

1.1%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$2.5M

26,079

0.9%

MARW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$2.4M

70,675

0.9%

MSFT MICROSOFT CORP

COM

$2.0M

5,511

0.8%

EEM ISHARES TR

MSCI EMG MKT ETF

$1.9M

33,294

0.7%

AMZN AMAZON COM INC

COM

$1.8M

8,535

0.7%

NOW SERVICENOW INC

COM

$1.7M

16,233

0.6%

GSEW GOLDMAN SACHS ETF TR

EQUAL WEIGHT US

$1.6M

19,486

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$1.6M

5,694

0.6%

META META PLATFORMS INC

CL A

$1.6M

2,734

0.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.1M

3,437

0.4%

AUGW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$1.1M

33,794

0.4%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$974.7K

11,779

0.4%

JANW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$936.8K

25,680

0.3%

CSCO CISCO SYS INC

COM

$926.2K

11,937

0.3%

APRW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$884.4K

25,000

0.3%

DECW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$842.7K

25,223

0.3%

GOOG ALPHABET INC

CAP STK CL C

$833.9K

2,907

0.3%

CAT CATERPILLAR INC

COM

$831.7K

1,174

0.3%

AVGO BROADCOM INC

COM

$794.2K

2,566

0.3%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$790.8K

15,851

0.3%

PM PHILIP MORRIS INTL INC

COM

$687.6K

4,159

0.3%

IVV ISHARES TR

CORE S&P500 ETF

$685.9K

1,050

0.3%

JNJ JOHNSON & JOHNSON

COM

$614.1K

2,512

0.2%

HCA HCA HEALTHCARE INC

COM

$613.3K

1,296

0.2%

IWB ISHARES TR

RUS 1000 ETF

$605.8K

1,699

0.2%

JPM JPMORGAN CHASE & CO

COM

$583.5K

1,984

0.2%

GLD SPDR GOLD TR

GOLD SHS

$568.0K

1,320

0.2%

OCTW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$558.1K

14,508

0.2%

FEBW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$520.5K

15,547

0.2%

TLT ISHARES TR

20 YR TR BD ETF

$497.0K

5,733

0.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$476.9K

826

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

59%前 6 大占比

SPY22.3%LQD10.9%IWD7.3%AMRX6.3%IWF6.3%IWM5.3%