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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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 82 项建仓 11增持 29减持 29清仓 13

方向

标的

Δ市值

现股数(环比)

增持

UPS UNITED PARCEL SERVICE INC

-$1.5M

177,232 +7%

增持

LQD ISHARES TR

-$803.0K

141,101 +2%

增持

SPY SPDR S&P 500 ETF TR

-$750.0K

90,363 +3%

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。

清仓

TGT TARGET CORP

-$507.0K

0 -100%

增持

IWD ISHARES TR

-$497.0K

56,533 +0%

减持

PM PHILIP MORRIS INTL INC

-$356.0K

4,267 -41%

减持

VZ VERIZON COMMUNICATIONS INC

-$353.0K

20,859 -8%

清仓

— WALGREENS BOOTS ALLIANCE INC

-$348.0K

0 -100%

建仓

AJG GALLAGHER ARTHUR J & CO

+$342.0K

2,000

减持

JNJ JOHNSON & JOHNSON

-$339.0K

5,233 -22%

清仓

ORCL ORACLE CORP

-$331.0K

0 -100%

建仓

AMGN AMGEN INC

+$321.0K

1,424

建仓

DRI DARDEN RESTAURANTS INC

+$316.0K

2,500

减持

ABBV ABBVIE INC

-$300.0K

3,707 -29%

增持

IWM ISHARES TR

+$294.0K

40,875 +7%

清仓

EMR EMERSON ELEC CO

-$290.0K

0 -100%

建仓

VEA VANGUARD TAX-MANAGED FDS

+$285.0K

7,829

建仓

TSLA TESLA INC

+$271.0K

1,023

清仓

MUB ISHARES TR

-$271.0K

0 -100%

减持

DG DOLLAR GEN CORP NEW

-$268.0K

1,347 -44%

减持

EFA ISHARES TR

-$261.0K

24,186 -6%

建仓

AMAT APPLIED MATLS INC

+$257.0K

3,136

清仓

VLO VALERO ENERGY CORP

-$253.0K

0 -100%

清仓

DOW DOW INC

-$252.0K

0 -100%

建仓

ICF ISHARES TR

+$246.0K

4,580

减持

SRLN SSGA ACTIVE ETF TR

-$232.0K

11,832 -31%

建仓

COIN COINBASE GLOBAL INC

+$226.0K

3,501

清仓

INTC INTEL CORP

-$224.0K

0 -100%

清仓

NEM NEWMONT CORP

-$224.0K

0 -100%

清仓

BIDU BAIDU INC

-$218.0K

0 -100%

建仓

PINS PINTEREST INC

+$216.0K

9,291

清仓

— BARNES GROUP INC

-$212.0K

0 -100%

清仓

AMT AMERICAN TOWER CORP NEW

-$210.0K

0 -100%

减持

KMB KIMBERLY-CLARK CORP

-$206.0K

6,100 -8%

建仓

MCK MCKESSON CORP

+$206.0K

605

建仓

HRB BLOCK H & R INC

+$201.0K

4,730

清仓

IJR ISHARES TR

-$200.0K

0 -100%

减持

MSFT MICROSOFT CORP

-$200.0K

6,602 -2%

增持

IWR ISHARES TR

+$180.0K

91,619 +7%

减持

PFF ISHARES TR

-$178.0K

19,695 -19%

增持

NVDA NVIDIA CORPORATION

-$165.0K

5,861 +1%

增持

AMZN AMAZON COM INC

+$160.0K

9,386 +11%

减持

CMCSA COMCAST CORP NEW

-$131.0K

9,327 -10%

减持

EEM ISHARES TR

-$126.0K

17,956 -4%

减持

MMM 3M CO

-$111.0K

3,860 -7%

减持

CSCO CISCO SYS INC

-$111.0K

22,840 -5%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$102.0K

3,300 -6%

减持

GLD SPDR GOLD TR

-$100.0K

4,261 -5%

减持

D DOMINION ENERGY INC

-$94.0K

5,012 -9%

减持

QCOM QUALCOMM INC

-$87.0K

4,191 -4%

减持

MCD MCDONALDS CORP

-$84.0K

2,144 -9%

增持

GOOG ALPHABET INC

-$83.0K

11,865 +2023%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$82.0K

105,740 +10%

减持

MRK MERCK & CO INC

-$82.0K

8,889 -4%

增持

PFE PFIZER INC

-$75.0K

8,641 +0%

减持

USB US BANCORP DEL

-$64.0K

6,404 -9%

增持

IWF ISHARES TR

-$60.0K

21,940 +3%

增持

AAPL APPLE INC

+$60.0K

31,718 +0%

减持

VOO VANGUARD INDEX FDS

-$48.0K

1,342 -5%

增持

AAXJ ISHARES TR

-$45.0K

4,458 +1%

减持

MPT MEDICAL PPTYS TRUST INC

-$44.0K

10,300 -6%

增持

SBUX STARBUCKS CORP

+$41.0K

4,811 +1%

增持

VTI VANGUARD INDEX FDS

+$30.0K

4,579 +9%

增持

JPM JPMORGAN CHASE & CO

-$27.0K

3,848 +1%

增持

PG PROCTER AND GAMBLE CO

-$26.0K

1,784 +2%

增持

EW EDWARDS LIFESCIENCES CORP

-$25.0K

2,670 +3%

增持

BX BLACKSTONE INC

-$24.0K

3,167 +0%

减持

KMI KINDER MORGAN INC DEL

-$23.0K

13,270 -9%

减持

— EXXON MOBIL CORP

-$20.0K

4,597 -6%

增持

V VISA INC

-$15.0K

1,428 +4%

增持

META META PLATFORMS INC

-$15.0K

2,759 +14%

增持

COST COSTCO WHSL CORP NEW

+$14.0K

907 +5%

减持

— BK OF AMERICA CORP

-$12.0K

192 -3%

增持

CAT CATERPILLAR INC

+$12.0K

1,310 +16%

增持

HD HOME DEPOT INC

+$12.0K

1,300 +3%

增持

SCHX SCHWAB STRATEGIC TR

-$10.0K

4,741 +0%

减持

WMT WALMART INC

-$9.0K

3,367 -8%

减持

RF REGIONS FINANCIAL CORP NEW

-$8.0K

11,100 -10%

减持

— EATON CORP PLC

+$5.0K

2,336 -4%

增持

AGG ISHARES TR

-$5.0K

6,089 +5%

增持

PANW PALO ALTO NETWORKS INC

-$2.0K

1,680 +200%

增持

VO VANGUARD INDEX FDS

+$1.0K

2,410 +5%