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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
$269.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 133 项
建仓 4
增持 10
减持 54
清仓 65
方向
标的
Δ市值
现股数(环比)
减持
MRK
MERCK & CO INC
-$6.8M
8,662
-91%
减持
UPS
UNITED PARCEL SERVICE INC
-$4.5M
164,787
-1%
清仓
DIS
DISNEY WALT CO
-$4.5M
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
MSFT
MICROSOFT CORP
-$2.6M
5,985
-62%
减持
JNJ
JOHNSON & JOHNSON
-$2.4M
6,043
-71%
减持
AAPL
APPLE INC
-$2.4M
31,630
-37%
减持
SPY
SPDR S&P 500 ETF TR
-$2.1M
33,034
-13%
清仓
GIS
GENERAL MLS INC
-$2.0M
0
-100%
减持
INTC
INTEL CORP
-$1.9M
6,939
-83%
减持
PG
PROCTER AND GAMBLE CO
-$1.6M
1,601
-88%
清仓
DVY
ISHARES TR
-$1.4M
0
-100%
清仓
CAT
CATERPILLAR INC
-$1.2M
0
-100%
减持
IWM
ISHARES TR
-$1.1M
29,451
-11%
减持
PFE
PFIZER INC
-$1.1M
8,500
-77%
减持
AMZN
AMAZON COM INC
-$1.1M
380
-44%
清仓
DRI
DARDEN RESTAURANTS INC
-$1.1M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$947.0K
6,750
-57%
减持
JPM
JPMORGAN CHASE & CO
-$894.0K
2,965
-67%
减持
GOOG
ALPHABET INC
-$875.0K
469
-45%
清仓
PAVE
GLOBAL X FDS
-$828.0K
0
-100%
清仓
LLY
LILLY ELI & CO
-$674.0K
0
-100%
清仓
PEP
PEPSICO INC
-$651.0K
0
-100%
清仓
EPP
ISHARES INC
-$636.0K
0
-100%
清仓
EBAY
EBAY INC.
-$614.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$612.0K
683
-69%
减持
IWD
ISHARES TR
-$612.0K
47,076
-6%
清仓
XLB
SELECT SECTOR SPDR TR
-$603.0K
0
-100%
清仓
BA
BOEING CO
-$601.0K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$579.0K
0
-100%
清仓
—
EXXON MOBIL CORP
-$558.0K
0
-100%
减持
HD
HOME DEPOT INC
-$546.0K
1,216
-59%
清仓
—
BLACKROCK INC
-$542.0K
0
-100%
减持
EEM
ISHARES TR
-$538.0K
22,404
-26%
清仓
KO
COCA COLA CO
-$520.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$493.0K
0
-100%
清仓
TGT
TARGET CORP
-$488.0K
0
-100%
减持
META
FACEBOOK INC
-$479.0K
1,446
-48%
清仓
NOBL
PROSHARES TR
-$478.0K
0
-100%
减持
IWR
ISHARES TR
-$471.0K
62,493
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$455.0K
22,383
-25%
清仓
LMT
LOCKHEED MARTIN CORP
-$448.0K
0
-100%
清仓
IVV
ISHARES TR
-$446.0K
0
-100%
减持
ABBV
ABBVIE INC
-$445.0K
5,307
-41%
建仓
BBY
BEST BUY INC
+$444.0K
4,200
减持
PM
PHILIP MORRIS INTL INC
-$441.0K
4,854
-47%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$417.0K
0
-100%
减持
IWF
ISHARES TR
-$389.0K
14,348
-10%
减持
CSCO
CISCO SYS INC
-$385.0K
20,836
-27%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$378.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$369.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$362.0K
0
-100%
清仓
ALL
ALLSTATE CORP
-$349.0K
0
-100%
清仓
NKE
NIKE INC
-$338.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$335.0K
0
-100%
清仓
BCE
BCE INC
-$322.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$315.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$315.0K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$311.0K
0
-100%
减持
IGSB
ISHARES TR
-$308.0K
243,986
-2%
建仓
GE
GENERAL ELECTRIC CO
+$306.0K
2,974
清仓
IYR
ISHARES TR
-$306.0K
0
-100%
清仓
M
MACYS INC
-$303.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$303.0K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$289.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$284.0K
3,702
-51%
减持
PYPL
PAYPAL HLDGS INC
-$279.0K
1,415
-36%
清仓
GLW
CORNING INC
-$275.0K
0
-100%
清仓
OGN
ORGANON & CO
-$273.0K
0
-100%
清仓
CM
CANADIAN IMP BK COMM
-$270.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$267.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$263.0K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$258.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$258.0K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$258.0K
0
-100%
清仓
PPL
PPL CORP
-$254.0K
0
-100%
清仓
BIDU
BAIDU INC
-$254.0K
0
-100%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$252.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$250.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$247.0K
0
-100%
清仓
KR
KROGER CO
-$247.0K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$245.0K
0
-100%
清仓
—
NEW HOME CO INC
-$236.0K
0
-100%
减持
MMM
3M CO
-$235.0K
3,831
-16%
清仓
—
ACCENTURE PLC IRELAND
-$232.0K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$230.0K
7,100
-19%
清仓
DUK
DUKE ENERGY CORP NEW
-$229.0K
0
-100%
清仓
T
AT&T INC
-$228.0K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$228.0K
0
-100%
清仓
AVGO
BROADCOM INC
-$227.0K
0
-100%
清仓
PAYX
PAYCHEX INC
-$226.0K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$226.0K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$226.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$225.0K
3,305
-27%
清仓
COP
CONOCOPHILLIPS
-$224.0K
0
-100%
清仓
IWB
ISHARES TR
-$224.0K
0
-100%
清仓
TSLA
TESLA INC
-$217.0K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$215.0K
1,455
清仓
ABT
ABBOTT LABS
-$205.0K
0
-100%
建仓
NEAR
ISHARES U S ETF TR
+$201.0K
4,000
清仓
PCAR
PACCAR INC
-$200.0K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$184.0K
5,572
-33%
减持
WMT
WALMART INC
-$182.0K
3,599
-26%
减持
PINS
PINTEREST INC
-$180.0K
6,401
-0%
减持
C
CITIGROUP INC
-$179.0K
5,680
-31%
减持
DOW
DOW INC
-$173.0K
5,177
-30%
减持
VOO
VANGUARD INDEX FDS
-$172.0K
927
-32%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$168.0K
366
-44%
减持
D
DOMINION ENERGY INC
-$168.0K
5,500
-29%
减持
XLK
SELECT SECTOR SPDR TR
-$146.0K
6,900
-13%
减持
DG
DOLLAR GEN CORP NEW
-$139.0K
4,952
-10%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$135.0K
7,000
-12%
减持
MO
ALTRIA GROUP INC
-$132.0K
16,469
-11%
减持
V
VISA INC
-$127.0K
1,239
-28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$124.0K
6,815
-5%
减持
NEM
NEWMONT CORP
-$112.0K
9,994
-3%
增持
NVDA
NVIDIA CORPORATION
-$110.0K
5,964
+255%
减持
COIN
COINBASE GLOBAL INC
-$105.0K
3,600
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$90.0K
3,030
-29%
减持
SBUX
STARBUCKS CORP
-$86.0K
3,968
-15%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$79.0K
4,149
-21%
增持
BHP
BHP GROUP LTD
-$57.0K
4,100
+8%
增持
AAXJ
ISHARES TR
-$57.0K
6,027
+0%
增持
IHI
ISHARES TR
-$56.0K
9,000
+424%
减持
HCA
HCA HEALTHCARE INC
+$50.0K
1,748
-3%
减持
PANW
PALO ALTO NETWORKS INC
+$46.0K
560
-6%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$44.0K
5,909
+4%
增持
TIP
ISHARES TR
+$41.0K
3,087
+12%
增持
BAC
BK OF AMERICA CORP
+$18.0K
8,145
+3%
增持
AGG
ISHARES TR
+$16.0K
4,477
+4%
增持
DLTR
DOLLAR TREE INC
+$15.0K
2,452
+11%
减持
COST
COSTCO WHSL CORP NEW
+$10.0K
865
-10%
增持
VTI
VANGUARD INDEX FDS
+$3.0K
2,397
+1%
减持
EW
EDWARDS LIFESCIENCES CORP
+$1.0K
2,077
-8%