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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 73 项
建仓 3
增持 23
减持 23
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
NKE
NIKE INC CL B
-$19.8M
608,519
-0%
减持
AAPL
APPLE INC COM
-$2.4M
57,207
-3%
增持
AMZN
AMAZON COM INC COM
-$2.0M
33,429
+1864%
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
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$1.1M
3,160
-82%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$843.0K
757
-16%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$789.0K
0
-100%
减持
GOOG
ALPHABET INC CAP STK CL C
-$663.0K
878
-5%
减持
NVDA
NVIDIA CORPORATION COM
-$592.0K
831
-68%
减持
MSFT
MICROSOFT CORP COM
-$528.0K
9,657
-1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$518.0K
669
-91%
减持
WTFC
WINTRUST FINL CORP COM
-$396.0K
3,712
-50%
增持
TSLA
TESLA INC COM
-$390.0K
1,099
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$288.0K
7,147
+13%
减持
META
META PLATFORMS INC CL A
-$281.0K
4,505
-1%
清仓
VCR
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
-$244.0K
0
-100%
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$206.0K
0
-100%
清仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$201.0K
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$190.0K
34,016
+5%
减持
CRM
SALESFORCE INC COM
-$189.0K
3,989
-0%
减持
SPY
SPDR S&P 500 ETF
-$182.0K
1,044
-18%
清仓
IWC
ISHARES MICRO-CAP ETF
-$154.0K
0
-100%
清仓
ACWI
ISHARES MSCI ACWI INDEX FUND
-$149.0K
0
-100%
增持
AZO
AUTOZONE INC COM
+$129.0K
63
+2000%
清仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$114.0K
0
-100%
清仓
TEQI
T. ROWE PRICE EQUITY INCOME ETF
-$107.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$105.0K
723
+39%
清仓
SOXX
ISHARES SEMICONDUCTOR FUND
-$94.0K
0
-100%
增持
ARKK
ARK INNOVATION ETF
+$94.0K
2,736
+1079%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$90.0K
1,700
-51%
清仓
CRL
CHARLES RIV LABS INTL INC COM
-$85.0K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC COM
-$68.0K
0
-100%
减持
KKR
KKR & CO INC COM
-$68.0K
2,749
-18%
清仓
AOR
ISHARES GROWTH ALLOCATION FUND
-$64.0K
0
-100%
清仓
SGI
TEMPUR SEALY INTL INC COM
-$55.0K
0
-100%
增持
DVY
ISHARES SELECT DIVIDEND ETF
-$50.0K
5,288
+1%
清仓
MORN
MORNINGSTAR INC COM
-$40.0K
0
-100%
增持
SBUX
STARBUCKS CORP COM
-$36.0K
2,474
+0%
增持
XBI
SPDR S&P BIOTECH ETF
+$30.0K
1,000
+100%
增持
LULU
LULULEMON ATHLETICA INC COM
+$27.0K
300
+100%
清仓
COWZ
PACER US CASH COWS 100 ETF
-$24.0K
0
-100%
增持
—
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT
-$22.0K
3,649
+50%
清仓
—
QUIDEL CORP COM
-$22.0K
0
-100%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$21.0K
1,000
-5%
减持
QQQ
INVESCO QQQ TRUST
-$20.0K
200
-5%
减持
EFA
ISHARES MSCI EAFE ETF
-$18.0K
7
-97%
清仓
—
ETFMG PRIME MOBILE PAYMENTS ETF
-$16.0K
0
-100%
清仓
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
-$15.0K
0
-100%
增持
HD
HOME DEPOT INC COM
-$14.0K
603
+0%
清仓
SHOP
SHOPIFY INC CL A
-$12.0K
0
-100%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$8.0K
1,128
+0%
清仓
TTD
THE TRADE DESK INC COM CL A
-$8.0K
0
-100%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$7.0K
2,000
-7%
减持
ONB
OLD NATL BANCORP IND COM
-$6.0K
530
-33%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$4.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
-$4.0K
111
+1%
增持
PYPL
PAYPAL HLDGS INC COM
-$3.0K
71
+8%
增持
—
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
-$3.0K
405
+49%
建仓
WBD
WARNER BROS DISCOVERY INC COM SER A
+$3.0K
228
增持
CPRT
COPART INC COM
+$1.0K
19
+27%
增持
CSGP
COSTAR GROUP INC COM
+$1.0K
25
+79%
清仓
NFLX
NETFLIX INC COM
-$1.0K
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$1.0K
34
-8%
增持
U
UNITY SOFTWARE INC COM
-$1.0K
14
+17%
增持
LYV
LIVE NATION ENTERTAINMENT INC COM
-$1.0K
21
+5%
清仓
HOOD
ROBINHOOD MKTS INC COM CL A
-$1.0K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$1.0K
10
-41%
增持
ZTS
ZOETIS INC CL A
+$1.0K
12
+33%
建仓
VEEV
VEEVA SYS INC CL A COM
+$0
2
减持
EL
LAUDER ESTEE COS INC CL A
+$0
5
-17%
建仓
WDS
WOODSIDE ENERGY GROUP LTD SPONSORED ADR
+$0
16
清仓
—
ALLBIRDS INC COM CL A
+$0
0
-100%
减持
EFX
EQUIFAX INC COM
+$0
7
-13%
增持
—
LINDE PLC SHS
+$0
11
+10%