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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

22Q1 调仓2021-12-31 → 2022-03-31 · 共 85 项建仓 11增持 50减持 18清仓 6

方向

标的

Δ市值

现股数(环比)

增持

SPY SPDR S&P 500 ETF TR

+$626.0K

37,605 +9%

减持

CVX CHEVRON CORP NEW

-$520.0K

1,602 -76%

增持

JEPI J P MORGAN EXCHANGE-TRADED F

+$472.0K

69,507 +16%

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

BRK/B BERKSHIRE HATHAWAY INC DEL

+$444.0K

7,625 +1%

清仓

GILD GILEAD SCIENCES INC

-$383.0K

0 -100%

增持

VTI VANGUARD INDEX FDS

+$376.0K

4,193 +75%

清仓

IAU ISHARES GOLD TR

-$372.0K

0 -100%

建仓

MUB ISHARES TR

+$358.0K

3,269

增持

IWR ISHARES TR

+$357.0K

79,464 +13%

增持

SCHF SCHWAB STRATEGIC TR

+$327.0K

14,369 +178%

建仓

VEA VANGUARD TAX-MANAGED INTL FD

+$293.0K

6,096

建仓

DE DEERE & CO

+$291.0K

700

建仓

IVE ISHARES TR

+$270.0K

1,737

建仓

KMI KINDER MORGAN INC DEL

+$268.0K

14,170

建仓

DOW DOW INC

+$260.0K

4,077

建仓

VLO VALERO ENERGY CORP

+$242.0K

2,383

增持

IWF ISHARES TR

+$236.0K

19,526 +15%

清仓

DGX QUEST DIAGNOSTICS INC

-$231.0K

0 -100%

清仓

TSLA TESLA INC

-$227.0K

0 -100%

清仓

NEE NEXTERA ENERGY INC

-$225.0K

0 -100%

建仓

— MEDTRONIC PLC

+$224.0K

2,019

建仓

VWO VANGUARD INTL EQUITY INDEX F

+$212.0K

4,587

建仓

CAT CATERPILLAR INC

+$210.0K

942

增持

COIN COINBASE GLOBAL INC

-$205.0K

3,560 +2%

建仓

QLYS QUALYS INC

+$202.0K

1,416

清仓

NEAR ISHARES U S ETF TR

-$200.0K

0 -100%

减持

KMB KIMBERLY-CLARK CORP

-$198.0K

6,500 -7%

减持

NVDA NVIDIA CORPORATION

-$189.0K

5,736 -4%

增持

IWD ISHARES TR

+$188.0K

51,193 +3%

增持

DRI DARDEN RESTAURANTS INC

+$171.0K

3,100 +94%

增持

GOOG ALPHABET INC

+$161.0K

545 +16%

增持

IWM ISHARES TR

+$144.0K

35,756 +11%

增持

VOO VANGUARD INDEX FDS

+$136.0K

1,343 +39%

减持

EBAY EBAY INC.

-$117.0K

4,700 -19%

减持

XLK SELECT SECTOR SPDR TR

-$117.0K

6,700 -1%

增持

MMM 3M CO

-$108.0K

4,057 +1%

减持

AAPL APPLE INC

-$108.0K

31,548 -0%

增持

CSCO CISCO SYS INC

-$105.0K

22,897 +5%

减持

AGG ISHARES TR

-$104.0K

3,516 -17%

减持

VRTX VERTEX PHARMACEUTICALS INC

+$102.0K

3,000 -3%

减持

PFE PFIZER INC

-$101.0K

8,639 -7%

减持

AAXJ ISHARES TR

-$97.0K

4,618 -14%

增持

EEM ISHARES TR

-$72.0K

22,607 +1%

增持

NEM NEWMONT CORP

+$65.0K

3,698 +0%

增持

GLD SPDR GOLD TR

+$61.0K

4,506 +2%

减持

MO ALTRIA GROUP INC

+$59.0K

16,270 -3%

减持

ICE INTERCONTINENTAL EXCHANGE IN

-$58.0K

6,600 -3%

增持

ORCL ORACLE CORP

+$54.0K

4,740 +22%

增持

MRK MERCK & CO INC

+$53.0K

9,128 +0%

减持

GE GENERAL ELECTRIC CO

-$49.0K

3,125 -12%

增持

AMZN AMAZON COM INC

+$47.0K

403 +6%

减持

PM PHILIP MORRIS INTL INC

-$45.0K

4,588 -8%

增持

BX BLACKSTONE INC

+$44.0K

3,088 +15%

减持

INTC INTEL CORP

-$43.0K

5,979 -9%

增持

BMY BRISTOL-MYERS SQUIBB CO

+$42.0K

3,478 +2%

增持

D DOMINION ENERGY INC

+$41.0K

5,300 +2%

增持

UNH UNITEDHEALTH GROUP INC

+$39.0K

750 +10%

增持

WMT WALMART INC

+$39.0K

3,566 +5%

增持

BBY BEST BUY INC

-$37.0K

4,400 +2%

增持

SBUX STARBUCKS CORP

-$36.0K

4,706 +19%

增持

META META PLATFORMS INC

+$35.0K

2,344 +62%

增持

BAC BK OF AMERICA CORP

-$35.0K

14,858 +2%

增持

V VISA INC

+$34.0K

1,368 +10%

减持

JNJ JOHNSON & JOHNSON

-$34.0K

2,023 -12%

减持

— BK OF AMERICA CORP

-$33.0K

194 -3%

增持

PINS PINTEREST INC

-$32.0K

8,148 +27%

增持

UPS UNITED PARCEL SERVICE INC

+$26.0K

164,982 +0%

增持

DG DOLLAR GEN CORP NEW

-$21.0K

2,403 +2%

增持

IGSB ISHARES TR

-$20.0K

273,377 +4%

增持

SCHX SCHWAB STRATEGIC TR

-$14.0K

4,702 +101%

增持

— BARNES GROUP INC

-$13.0K

6,797 +11%

增持

TGT TARGET CORP

-$13.0K

1,048 +3%

增持

NKE NIKE INC

+$12.0K

1,733 +31%

增持

KDP KEURIG DR PEPPER INC

+$11.0K

6,062 +2%

增持

TIP ISHARES TR

-$11.0K

2,892 +1%

增持

EW EDWARDS LIFESCIENCES CORP

-$11.0K

2,195 +6%

增持

HD HOME DEPOT INC

+$9.0K

1,716 +41%

增持

JPM JPMORGAN CHASE & CO

-$9.0K

3,680 +14%

增持

— ACCENTURE PLC IRELAND

+$8.0K

618 +28%

增持

ADBE ADOBE SYSTEMS INCORPORATED

-$5.0K

446 +22%

增持

MSFT MICROSOFT CORP

-$5.0K

6,571 +9%

增持

PG PROCTER AND GAMBLE CO

+$4.0K

1,743 +9%

增持

VZ VERIZON COMMUNICATIONS INC

+$1.0K

21,728 +2%

减持

DLTR DOLLAR TREE INC

+$0

2,152 -12%

增持

HPQ HP INC

+$0

5,765 +4%