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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
$89.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 97 项
建仓 16
增持 29
减持 33
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
NKE
NIKE INC CL B
-$19.6M
609,420
-0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$2.6M
32,516
+251%
增持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$2.5M
25,942
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。
+165%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$552.0K
550
-94%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$425.0K
6,347
+5%
增持
MSFT
MICROSOFT CORP COM
-$267.0K
9,757
+0%
减持
VFVA
VANGUARD U.S. VALUE FACTOR ETF
-$240.0K
400
-85%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$220.0K
1,125
-79%
增持
SUSA
ISHARES MSCI USA ESG SELECT ETF
+$220.0K
2,540
+958%
清仓
QCOM
QUALCOMM INC COM
-$178.0K
0
-100%
增持
CRM
SALESFORCE INC COM
-$166.0K
3,991
+0%
增持
AAPL
APPLE INC COM
-$142.0K
58,706
+0%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX
-$135.0K
0
-100%
清仓
WMB
WILLIAMS COS INC COM
-$130.0K
0
-100%
减持
INTC
INTEL CORP COM
-$127.0K
3,150
-43%
减持
BA
BOEING CO COM
-$122.0K
95
-86%
建仓
—
PROSHARES SHORT S&P 500
+$115.0K
8,230
建仓
—
PROSHARES SHORT QQQ
+$113.0K
9,828
增持
AMZN
AMAZON COM INC COM
-$110.0K
1,702
+0%
减持
STT
STATE STR CORP COM
-$105.0K
375
-75%
减持
—
ETFMG PRIME MOBILE PAYMENTS ETF
-$100.0K
325
-84%
建仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$96.0K
1,250
清仓
KMX
CARMAX INC COM
-$91.0K
0
-100%
减持
V
VISA INC COM CL A
-$84.0K
200
-66%
减持
NVDA
NVIDIA CORPORATION COM
-$82.0K
2,630
-3%
减持
QQQ
INVESCO QQQ TRUST
-$71.0K
210
-43%
清仓
REM
ISHARES MORTGAGE REAL ESTATE ETF
-$69.0K
0
-100%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$68.0K
17,876
-3%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$66.0K
125
-79%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$66.0K
3,846
+0%
减持
SBUX
STARBUCKS CORP COM
-$65.0K
2,470
-0%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$63.0K
896
+2%
清仓
ASHR
X-TRACKERS HARVEST CSI 300 CHINA A-SHARES ETF
-$60.0K
0
-100%
增持
HD
HOME DEPOT INC COM
-$59.0K
601
+5%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$57.0K
7,317
-1%
清仓
IJH
ISHARES S&P MIDCAP FUND
-$56.0K
0
-100%
增持
TSLA
TESLA INC COM
+$54.0K
1,049
+3%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$48.0K
2,150
-30%
清仓
IBB
ISHARES BIOTECHNOLOGY FUND
-$45.0K
0
-100%
减持
SDY
SPDR S&P DIVIDEND ETF
-$45.0K
145
-71%
清仓
CROX
CROCS INC COM
-$38.0K
0
-100%
减持
MCD
MCDONALDS CORP COM
-$37.0K
125
-50%
减持
WMT
WALMART INC COM
-$35.0K
1,075
-20%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$33.0K
5,248
+1%
减持
PG
PROCTER AND GAMBLE CO COM
-$33.0K
50
-80%
建仓
AGZD
WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
+$30.0K
650
建仓
HYZD
WISDOMTREE BOFA MERRILL LYNCH HIGH YIELD BOND ZERO DURATION FUND
+$30.0K
1,400
清仓
MS
MORGAN STANLEY COM NEW
-$29.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$29.0K
2,605
+3%
建仓
VXF
VANGUARD EXTENDED MARKET INDEX FUND
+$24.0K
150
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$22.0K
0
-100%
减持
UNP
UNION PAC CORP COM
+$22.0K
1,753
-3%
清仓
—
BARRICK GOLD CORP COM
-$19.0K
0
-100%
清仓
PSX
PHILLIPS 66 COM
-$18.0K
0
-100%
增持
EFA
ISHARES MSCI EAFE ETF
+$18.0K
257
+3571%
减持
ARCC
ARES CAPITAL CORP COM
-$18.0K
1,422
-36%
增持
GOOG
ALPHABET INC CAP STK CL C
-$15.0K
925
+3%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$15.0K
3,500
-1%
建仓
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
+$15.0K
150
建仓
LLY
LILLY ELI & CO COM
+$14.0K
50
清仓
—
FIRST MIDWEST BANCORP DEL COM
-$14.0K
0
-100%
清仓
EWZ
ISHARES MSCI BRAZIL ETF
-$14.0K
0
-100%
建仓
ONB
OLD NATL BANCORP IND COM
+$13.0K
795
减持
BXMT
BLACKSTONE MTG TR INC COM CL A
-$11.0K
1,790
-19%
增持
ABT
ABBOTT LABS COM
+$11.0K
475
+46%
增持
MKC
MCCORMICK & CO INC COM NON VTG
+$10.0K
300
+50%
建仓
ARKG
ARK GENOMIC REVOLUTION ETF
+$9.0K
200
清仓
OKTA
OKTA INC CL A
-$8.0K
0
-100%
减持
AMGN
AMGEN INC COM
+$6.0K
825
-4%
建仓
UTF
COHEN & STEERS INFRASTRUCTURE COM
+$5.0K
200
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$5.0K
130
+63%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$5.0K
1,050
+5%
清仓
—
YANDEX N V SHS CLASS A
-$4.0K
0
-100%
建仓
IQ
IQIYI INC SPONSORED ADS
+$4.0K
1,000
增持
PYPL
PAYPAL HLDGS INC COM
+$4.0K
66
+288%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$4.0K
75
减持
UNH
UNITEDHEALTH GROUP INC COM
+$4.0K
522
-0%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$4.0K
75
增持
KMB
KIMBERLY-CLARK CORP COM
+$4.0K
156
+47%
建仓
HON
HONEYWELL INTL INC COM
+$3.0K
20
增持
PEP
PEPSICO INC COM
+$2.0K
1,050
+5%
清仓
—
WISDOMTREE FLOATING RATE TREASURY FUND
-$2.0K
0
-100%
减持
NFLX
NETFLIX INC COM
-$2.0K
4
-20%
增持
ARKK
ARK INNOVATION ETF
-$2.0K
232
+27%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$2.0K
17
-23%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.0K
8
-11%
减持
TXN
TEXAS INSTRS INC COM
-$1.0K
8
-27%
清仓
FTV
FORTIVE CORP COM
-$1.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$1.0K
285
+8%
建仓
QS
QUANTUMSCAPE CORP COM CL A
+$1.0K
100
增持
EFX
EQUIFAX INC COM
-$1.0K
8
+14%
减持
ZTS
ZOETIS INC CL A
-$1.0K
9
-10%
增持
CSGP
COSTAR GROUP INC COM
+$0
14
+133%
减持
APO
APOLLO GLOBAL MGMT INC COM
+$0
37
-8%
增持
U
UNITY SOFTWARE INC COM
+$0
12
+33%
减持
LYV
LIVE NATION ENTERTAINMENT INC COM
+$0
20
-5%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$0
15
+7%