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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 53
增持 59
减持 19
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
NKE
NIKE INC CL B
-$11.6M
609,099
+0%
建仓
—
SPDR S&P 500 PUT exp 10/28/2022
+$3.6M
10,000
增持
—
PROSHARES SHORT QQQ
+$2.1M
150,179
+1428%
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
—
PROSHARES SHORT S&P500
+$1.2M
79,224
+863%
增持
AMZN
AMAZON COM INC COM
+$648.0K
37,157
+11%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$495.0K
1,188
-78%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$355.0K
32,716
-4%
减持
SPY
SPDR S&P 500 ETF TRUST
-$273.0K
336
-68%
增持
GOOG
ALPHABET INC CAP STK CL C
-$234.0K
17,540
+1898%
增持
AAPL
APPLE INC COM
+$217.0K
58,163
+2%
清仓
ACWX
ISHARES MSCI ACWI EX US INDEX FUND
-$208.0K
0
-100%
清仓
VDC
VANGUARD CONSUMER STAPLES INDEX FUND
-$185.0K
0
-100%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$156.0K
28,686
+11%
增持
—
EXXON MOBIL CORP COM
+$156.0K
2,077
+592%
建仓
EOG
EOG RES INC COM
+$156.0K
1,401
增持
WFC
WELLS FARGO CO NEW COM
+$147.0K
4,410
+459%
增持
TSLA
TESLA INC COM
+$129.0K
3,279
+198%
增持
MA
MASTERCARD INCORPORATED CL A
+$127.0K
572
+415%
清仓
AMT
AMERICAN TOWER CORP NEW COM
-$127.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
+$119.0K
1,001
+1902%
建仓
SCHW
SCHWAB CHARLES CORP COM
+$118.0K
1,654
清仓
INTC
INTEL CORP COM
-$117.0K
0
-100%
建仓
FISV
FISERV INC COM
+$114.0K
1,222
建仓
PFE
PFIZER INC COM
+$105.0K
2,403
增持
COST
COSTCO WHSL CORP NEW COM
+$104.0K
1,635
+17%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$104.0K
2,016
-24%
建仓
—
INTERPUBLIC GROUP COS INC COM
+$101.0K
3,966
减持
AZO
AUTOZONE INC COM
-$95.0K
19
-70%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$92.0K
7,654
+7%
增持
CSGP
COSTAR GROUP INC COM
+$90.0K
1,312
+5148%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$89.0K
355
+4338%
建仓
GM
GENERAL MTRS CO COM
+$87.0K
2,727
建仓
AIG
AMERICAN INTL GROUP INC COM NEW
+$84.0K
1,783
清仓
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
-$82.0K
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT
-$81.0K
1,635
-55%
清仓
LULU
LULULEMON ATHLETICA INC COM
-$81.0K
0
-100%
增持
ABT
ABBOTT LABS COM
+$80.0K
1,361
+187%
建仓
WDAY
WORKDAY INC CL A
+$80.0K
530
增持
PYPL
PAYPAL HLDGS INC COM
+$79.0K
966
+1261%
建仓
CBRE
CBRE GROUP INC CL A
+$78.0K
1,160
建仓
BKNG
BOOKING HOLDINGS INC COM
+$78.0K
48
清仓
VFH
VANGUARD FINANCIALS INDEX FUND
-$77.0K
0
-100%
增持
ORCL
ORACLE CORP COM
+$77.0K
1,821
+264%
增持
HCA
HCA HEALTHCARE INC COM
+$76.0K
448
+1020%
建仓
NEE
NEXTERA ENERGY INC COM
+$75.0K
967
增持
JPM
JPMORGAN CHASE & CO COM
+$74.0K
1,236
+151%
清仓
XBI
SPDR S&P BIOTECH ETF
-$74.0K
0
-100%
增持
ZTS
ZOETIS INC CL A
+$73.0K
510
+4150%
增持
ABBV
ABBVIE INC COM
+$70.0K
1,005
+138%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$69.0K
815
-46%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$68.0K
0
-100%
增持
LBRDK
LIBERTY BROADBAND CORP COM SER C
+$68.0K
2,102
+177%
建仓
C
CITIGROUP INC COM NEW
+$68.0K
1,649
增持
INTU
INTUIT COM
+$67.0K
178
+4350%
增持
WMT
WALMART INC COM
+$63.0K
1,493
+39%
增持
SYK
STRYKER CORPORATION COM
+$63.0K
317
+3863%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$63.0K
17,906
+2265%
增持
MRK
MERCK & CO INC COM
+$62.0K
1,129
+189%
增持
V
VISA INC COM CL A
+$62.0K
574
+187%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$60.0K
1,314
+3765%
建仓
—
HOWARD HUGHES CORP COM
+$59.0K
1,066
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$59.0K
5,453
+2292%
建仓
—
PIONEER NAT RES CO COM
+$58.0K
269
建仓
STZ
CONSTELLATION BRANDS INC CL A
+$57.0K
250
建仓
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$54.0K
669
建仓
CMCSA
COMCAST CORP NEW CL A
+$54.0K
1,847
增持
JNJ
JOHNSON & JOHNSON COM
+$53.0K
3,156
+21%
增持
—
LINDE PLC SHS
+$53.0K
210
+1809%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$52.0K
8
-93%
清仓
VGK
VANGUARD FTSE EUROPE ETF
-$52.0K
0
-100%
增持
CPRT
COPART INC COM
+$51.0K
503
+2547%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$50.0K
374
+2393%
减持
ARKK
ARK INNOVATION ETF
-$50.0K
1,584
-42%
增持
PANW
PALO ALTO NETWORKS INC COM
+$49.0K
843
+366%
建仓
KDP
KEURIG DR PEPPER INC COM
+$48.0K
1,359
建仓
PNC
PNC FINL SVCS GROUP INC COM
+$46.0K
310
增持
—
ABIOMED INC COM
+$45.0K
189
+3680%
增持
EL
LAUDER ESTEE COS INC CL A
+$45.0K
216
+4220%
增持
MSFT
MICROSOFT CORP COM
+$44.0K
10,840
+12%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$44.0K
424
建仓
—
LIVANOVA PLC SHS
+$44.0K
880
建仓
TMO
THERMO FISHER SCIENTIFIC INC COM
+$43.0K
85
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$42.0K
895
+131%
增持
LYV
LIVE NATION ENTERTAINMENT INC COM
+$42.0K
575
+2638%
建仓
DTE
DTE ENERGY CO COM
+$42.0K
371
清仓
NOK
NOKIA CORP SPONSORED ADR
-$41.0K
0
-100%
清仓
—
CRH PLC ADR
-$41.0K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$41.0K
485
减持
MSCI
MSCI INC COM
-$41.0K
20
-83%
增持
META
META PLATFORMS INC CL A
-$41.0K
5,055
+12%
建仓
MDLZ
MONDELEZ INTL INC CL A
+$41.0K
753
建仓
DVN
DEVON ENERGY CORP NEW COM
+$41.0K
693
建仓
DAL
DELTA AIR LINES INC DEL COM NEW
+$41.0K
1,487
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$40.0K
0
-100%
增持
TXN
TEXAS INSTRS INC COM
+$39.0K
261
+3163%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$39.0K
146
+3550%
清仓
INFY
INFOSYS LTD SPONSORED ADR
-$38.0K
0
-100%
增持
VEEV
VEEVA SYS INC CL A COM
+$37.0K
226
+11200%
建仓
RIO
RIO TINTO PLC SPONSORED ADR
+$36.0K
671
建仓
PH
PARKER-HANNIFIN CORP COM
+$35.0K
147
建仓
SRE
SEMPRA COM
+$35.0K
236
建仓
MET
METLIFE INC COM
+$35.0K
584
建仓
TFC
TRUIST FINL CORP COM
+$35.0K
825
建仓
—
SPDR S&P 500 CALL exp 10/05/2022
+$35.0K
100
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$35.0K
571
建仓
MOS
MOSAIC CO NEW COM
+$35.0K
732
清仓
GVIP
GOLDMAN SACHS HEDGE INDUSTRY VIP ETF
-$35.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$34.0K
548
+879%
增持
T
AT&T INC COM
+$34.0K
3,487
+269%
增持
CRM
SALESFORCE INC COM
-$34.0K
4,341
+9%
建仓
ELV
ELEVANCE HEALTH INC COM
+$33.0K
73
清仓
ABBNY
ABB LTD SPONSORED ADR
-$33.0K
0
-100%
减持
LEVI
LEVI STRAUSS & CO NEW CL A COM STK
-$32.0K
0
-100%
清仓
IEFA
ISHARES CORE MSCI EAFE ETF
-$32.0K
0
-100%
减持
KKR
KKR & CO INC COM
-$32.0K
2,231
-19%
增持
EFX
EQUIFAX INC COM
+$32.0K
196
+2700%
建仓
COF
CAPITAL ONE FINL CORP COM
+$31.0K
345
建仓
APD
AIR PRODS & CHEMS INC COM
+$31.0K
137
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$30.0K
1,125
建仓
BDX
BECTON DICKINSON & CO COM
+$30.0K
135
减持
—
UNILEVER PLC SPON ADR NEW
-$30.0K
82
-89%
建仓
—
AON PLC SHS CL A
+$29.0K
110
建仓
UAL
UNITED AIRLS HLDGS INC COM
+$27.0K
831
减持
QQQ
INVESCO QQQ TRUST
-$27.0K
110
-45%
建仓
EMR
EMERSON ELEC CO COM
+$26.0K
362
减持
NVDA
NVIDIA CORPORATION COM
-$26.0K
820
-1%
减持
—
PROSHARES ULTRASHORT QQQ
-$25.0K
375
-73%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$25.0K
600
-47%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$25.0K
1,016
+274%
增持
GWRE
GUIDEWIRE SOFTWARE INC COM
+$25.0K
421
+3727%
增持
UNP
UNION PAC CORP COM
+$25.0K
2,043
+17%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$24.0K
384
+3740%
建仓
NEM
NEWMONT CORP COM
+$24.0K
574
减持
UNH
UNITEDHEALTH GROUP INC COM
-$23.0K
690
-5%
清仓
GPN
GLOBAL PMTS INC COM
-$23.0K
0
-100%
建仓
DE
DEERE & CO COM
+$23.0K
69
建仓
RF
REGIONS FINANCIAL CORP NEW COM
+$22.0K
1,137
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$22.0K
658
增持
MCD
MCDONALDS CORP COM
+$21.0K
225
+80%
建仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$21.0K
437
增持
CME
CME GROUP INC COM
+$19.0K
355
+67%
增持
DIS
DISNEY WALT CO COM
+$19.0K
1,365
+17%
建仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$18.0K
522
建仓
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$18.0K
209
建仓
MMM
3M CO COM
+$18.0K
163
增持
—
LAM RESEARCH CORP COM
+$18.0K
53
+1667%
清仓
PDI
PIMCO DYNAMIC INCOME FD SHS
-$17.0K
0
-100%
增持
U
UNITY SOFTWARE INC COM
+$17.0K
535
+3721%
建仓
SPTI
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
+$15.0K
554
清仓
ARKW
ARK NEXT GENERATION INTERNET ETF
-$14.0K
0
-100%