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Western Pacific Wealth Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Western Pacific Wealth Management, LP
报告期 2026-03-31 · CIK 0001907320
持仓数
197
前50大市值合计
$89.0M
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*
VIG
VANGUARD DIVIDEND APPRECIATION ETF
ETF
$11.5M
53,637
13.0%
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
ETF
$11.0M
74,156
12.3%
AAPL
APPLE INC COM
Stock
$7.3M
28,858
8.2%
AMZN
AMAZON COM INC COM
Stock
$6.3M
30,027
7.0%
GOOGL
ALPHABET INC CAP STK CL A
Stock
$6.2M
21,591
7.0%
NVDA
NVIDIA CORPORATION COM
Stock
$5.8M
33,440
6.5%
MSFT
MICROSOFT CORP COM
Stock
$5.0M
13,422
5.6%
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
$4.7M
9,878
5.3%
OAKM
OAKMARK U.S. LARGE CAP ETF
ETF
$4.4M
160,370
5.0%
GOOG
ALPHABET INC CAP STK CL C
Stock
$3.7M
12,798
4.1%
META
META PLATFORMS INC CL A
Stock
$2.9M
5,150
3.3%
BCTK
BARON TECHNOLOGY ETF
ETF
$2.1M
92,113
2.4%
COST
COSTCO WHOLESALE CORPORATION COM
Stock
$1.0M
1,022
1.1%
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
ADR
$1.0M
2,962
1.1%
PLTR
PALANTIR TECHNOLOGIES INC CL A
Stock
$840.8K
5,748
0.9%
AVGO
BROADCOM INC COM
Stock
$707.0K
2,284
0.8%
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
ETF
$677.5K
7,006
0.8%
QQQ
INVESCO QQQ TRUST SERIES I
ETF
$611.9K
1,060
0.7%
V
VISA INC COM CL A
Stock
$598.2K
1,979
0.7%
WTFC
WINTRUST FINL CORP COM
Stock
$588.7K
4,237
0.7%
MPC
MARATHON PETE CORP COM
Stock
$583.6K
2,390
0.7%
NFLX
NETFLIX INC. COM
Stock
$555.7K
5,780
0.6%
CRM
SALESFORCE INC COM
Stock
$541.2K
2,899
0.6%
MA
MASTERCARD INCORPORATED CL A
Stock
$538.2K
1,077
0.6%
SPY
STATE STREET SPDR S&P 500 ETF
ETF
$509.1K
783
0.6%
SCHW
SCHWAB CHARLES CORP COM
Stock
$508.9K
5,415
0.6%
WFC
WELLS FARGO & CO COM
Stock
$481.6K
6,050
0.5%
ICE
INTERCONTINENTAL EXCHANGE INC COM
Stock
$469.5K
2,985
0.5%
ABNB
AIRBNB INC COM CL A
Stock
$466.5K
3,694
0.5%
COF
CAPITAL ONE FINL CORP COM
Stock
$442.4K
2,425
0.5%
AZO
AUTOZONE INC COM
Stock
$429.0K
127
0.5%
AIG
AMERICAN INTL GROUP INC COM NEW
Stock
$426.9K
5,673
0.5%
KDP
KEURIG DR PEPPER INC COM
Stock
$419.7K
15,940
0.5%
CBRE
CBRE GROUP INC CL A
Stock
$415.9K
3,070
0.5%
SYY
SYSCO CORP COM
Stock
$414.4K
5,810
0.5%
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
ETF
$385.6K
5,000
0.4%
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ETF
$379.8K
6,200
0.4%
AMD
ADVANCED MICRO DEVICES INC COM
Stock
$356.2K
1,751
0.4%
PANW
PALO ALTO NETWORKS INC COM
Stock
$355.9K
2,220
0.4%
C
CITIGROUP INC COM NEW
Stock
$344.1K
3,034
0.4%
MTN
VAIL RESORTS INC COM
Stock
$342.0K
2,665
0.4%
—
ICON PLC SHS
Stock
$314.8K
2,845
0.4%
—
ASML HLDG NV N Y REGISTRY SHS
ADR
$310.4K
235
0.3%
CHTR
CHARTER COMMUNICATIONS INC CL A
Stock
$304.8K
1,412
0.3%
VBR
VANGUARD SMALL CAP VALUE ETF
ETF
$300.7K
1,384
0.3%
IQV
IQVIA HLDGS INC COM
Stock
$292.1K
1,713
0.3%
ELV
ELEVANCE HEALTH INC FORMERLY A COM
Stock
$277.2K
947
0.3%
WBD
WARNER BROS DISCOVERY INC COM SER A
Stock
$275.8K
10,045
0.3%
JPM
JPMORGAN CHASE & CO COM
Stock
$271.3K
922
0.3%
VV
VANGUARD LARGE-CAP ETF
ETF
$261.6K
875
0.3%
* 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
54%
前 6 大占比
VIG
13.0%
VYM
12.3%
AAPL
8.2%
AMZN
7.0%
GOOGL
7.0%
NVDA
6.5%
其他
45.9%
