小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 18
增持 103
减持 16
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
NKE
NIKE INC CL B
+$20.7M
609,557
+0%
清仓
—
SPDR S&P 500 PUT exp 10/28/2022
-$3.6M
0
-100%
减持
—
PROSHARES SHORT QQQ
-$1.8M
31,032
-79%
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
AMZN
AMAZON COM INC COM
-$1.1M
37,309
+0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$519.2K
28,951
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$494.4K
33,254
+2%
增持
TSLA
TESLA INC COM
-$462.0K
3,304
+1%
增持
AAPL
APPLE INC COM
-$452.4K
58,381
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$424.8K
7,989
+4%
增持
MSFT
MICROSOFT CORP COM
+$292.0K
11,742
+8%
减持
META
META PLATFORMS INC CL A
-$236.1K
3,730
-26%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$170.9K
1,914
+6%
增持
MA
MASTERCARD INCORPORATED CL A
+$144.7K
882
+54%
增持
—
EXXON MOBIL CORP COM
+$136.2K
2,876
+38%
增持
ORCL
ORACLE CORP COM
+$122.9K
2,862
+57%
增持
V
VISA INC COM CL A
+$119.7K
1,062
+85%
增持
EOG
EOG RES INC COM
+$113.5K
2,081
+49%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$111.2K
18,144
+1%
增持
JPM
JPMORGAN CHASE & CO COM
+$106.5K
1,756
+42%
增持
SPY
SPDR S&P 500 ETF TRUST
+$104.5K
587
+75%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$95.2K
836
+21%
增持
PH
PARKER-HANNIFIN CORP COM
+$93.0K
440
+199%
增持
—
INTERPUBLIC GROUP COS INC COM
+$86.2K
5,621
+42%
增持
MRK
MERCK & CO INC COM
+$80.7K
1,602
+42%
建仓
CMI
CUMMINS INC COM
+$80.4K
332
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$79.7K
2,588
+45%
增持
—
PROSHARES SHORT S&P500
-$77.5K
80,503
+2%
增持
HD
HOME DEPOT INC COM
+$77.5K
774
+28%
增持
NEM
NEWMONT CORP COM
+$75.7K
2,113
+268%
增持
WFC
WELLS FARGO CO NEW COM
+$73.2K
6,060
+37%
增持
SCHW
SCHWAB CHARLES CORP COM
+$69.3K
2,249
+36%
增持
HCA
HCA HEALTHCARE INC COM
+$68.7K
628
+40%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$68.2K
2,025
+54%
增持
JNJ
JOHNSON & JOHNSON COM
+$66.4K
3,291
+4%
增持
MCD
MCDONALDS CORP COM
+$66.3K
445
+98%
增持
FISV
FISERV INC COM
+$65.1K
1,772
+45%
增持
PG
PROCTER AND GAMBLE CO COM
+$64.4K
1,256
+25%
增持
BKNG
BOOKING HOLDINGS INC COM
+$61.1K
69
+44%
增持
—
HOWARD HUGHES CORP COM
+$59.1K
1,546
+45%
建仓
ORLY
OREILLY AUTOMOTIVE INC COM
+$59.1K
70
建仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$58.3K
42
建仓
—
SEALED AIR CORP NEW COM
+$57.1K
1,145
增持
PM
PHILIP MORRIS INTL INC COM
+$55.3K
586
+1072%
清仓
DTH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND
-$55.0K
0
-100%
增持
CPRT
COPART INC COM
+$54.5K
1,766
+251%
增持
KKR
KKR & CO INC COM
+$53.6K
3,201
+43%
增持
CSGP
COSTAR GROUP INC COM
+$52.6K
1,858
+42%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$52.3K
3,901
+16%
增持
CBRE
CBRE GROUP INC CL A
+$51.7K
1,685
+45%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$51.7K
1,047
+57%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$50.7K
612
+97%
增持
SYK
STRYKER CORPORATION COM
+$50.4K
468
+48%
增持
CMCSA
COMCAST CORP NEW CL A
+$50.3K
2,982
+61%
增持
—
LINDE PLC SHS
+$48.7K
321
+53%
增持
NEE
NEXTERA ENERGY INC COM
+$47.6K
1,466
+52%
建仓
FITB
FIFTH THIRD BANCORP COM
+$47.5K
1,447
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$47.1K
1,167
+74%
增持
—
PIONEER NAT RES CO COM
+$47.1K
460
+71%
建仓
YUMC
YUM CHINA HLDGS INC COM
+$46.7K
855
增持
GM
GENERAL MTRS CO COM
+$46.3K
3,962
+45%
清仓
—
ABIOMED INC COM
-$46.0K
0
-100%
增持
BA
BOEING CO COM
+$45.2K
295
+211%
增持
PFE
PFIZER INC COM
+$43.7K
2,902
+21%
增持
INTU
INTUIT COM
+$42.5K
284
+60%
增持
WDAY
WORKDAY INC CL A
+$42.1K
730
+38%
增持
SRE
SEMPRA COM
+$40.7K
490
+108%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$40.5K
663
+56%
增持
COF
CAPITAL ONE FINL CORP COM
+$40.1K
765
+122%
增持
ZTS
ZOETIS INC CL A
+$39.7K
783
+54%
增持
APD
AIR PRODS & CHEMS INC COM
+$39.6K
229
+67%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$39.4K
1,825
+62%
增持
ARCC
ARES CAPITAL CORP COM
+$39.2K
3,422
+141%
增持
NVDA
NVIDIA CORPORATION COM
+$39.1K
945
+15%
增持
MDLZ
MONDELEZ INTL INC CL A
+$38.7K
1,196
+59%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$38.5K
1,180
+32%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$38.1K
232
+59%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$37.4K
481
+35%
增持
BAC
BANK AMERICA CORP COM
+$37.2K
2,482
+64%
建仓
CVX
CHEVRON CORP NEW COM
+$36.8K
205
建仓
INTC
INTEL CORP COM
+$36.7K
1,387
建仓
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
+$35.8K
500
建仓
MS
MORGAN STANLEY COM NEW
+$35.5K
417
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$35.4K
251
建仓
FNV
FRANCO NEV CORP COM
+$35.2K
258
清仓
—
SPDR S&P 500 CALL exp 10/05/2022
-$35.0K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$33.6K
391
+56%
增持
ABBV
ABBVIE INC COM
+$33.4K
1,036
+3%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$32.9K
11
-95%
增持
MET
METLIFE INC COM
+$31.1K
914
+57%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$31.1K
759
+56%
增持
PYPL
PAYPAL HLDGS INC COM
+$30.7K
1,597
+65%
增持
EL
LAUDER ESTEE COS INC CL A
+$30.2K
307
+42%
增持
UNP
UNION PAC CORP COM
+$30.0K
2,067
+1%
清仓
AGZD
WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
-$29.0K
0
-100%
清仓
OMF
ONEMAIN HLDGS INC COM
-$29.0K
0
-100%
增持
CRM
SALESFORCE INC COM
-$28.4K
4,492
+3%
增持
EMR
EMERSON ELEC CO COM
+$28.4K
566
+56%
清仓
HYZD
WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND
-$28.0K
0
-100%
减持
UAL
UNITED AIRLS HLDGS INC COM
-$27.0K
0
-100%
减持
SBUX
STARBUCKS CORP COM
+$26.6K
2,284
-4%
减持
BDX
BECTON DICKINSON & CO COM
-$26.4K
14
-90%
减持
T
AT&T INC COM
-$26.3K
1,448
-58%
建仓
VLO
VALERO ENERGY CORP COM
+$26.1K
206
增持
—
LIVANOVA PLC SHS
+$26.0K
1,260
+43%
增持
COST
COSTCO WHSL CORP NEW COM
+$26.0K
1,748
+7%
增持
DVN
DEVON ENERGY CORP NEW COM
+$25.6K
1,083
+56%
增持
ELV
ELEVANCE HEALTH INC COM
+$25.5K
114
+56%
增持
VEEV
VEEVA SYS INC CL A COM
+$25.1K
385
+70%
增持
RF
REGIONS FINANCIAL CORP NEW COM
+$24.3K
2,146
+89%
建仓
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
+$24.1K
71
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$24.0K
1,251
+5%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$23.9K
1,508
+1%
清仓
DE
DEERE & CO COM
-$23.0K
0
-100%
建仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$23.0K
513
增持
—
AON PLC SHS CL A
+$22.6K
172
+56%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$22.2K
1,037
+27%
增持
DTE
DTE ENERGY CO COM
+$21.8K
543
+46%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$21.6K
676
+18%
建仓
FANG
DIAMONDBACK ENERGY INC COM
+$21.6K
158
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$21.5K
827
+51%
增持
MOS
MOSAIC CO NEW COM
+$21.2K
1,281
+75%
增持
DIS
DISNEY WALT CO COM
+$21.0K
1,715
+26%
增持
TFC
TRUIST FINL CORP COM
+$20.5K
1,290
+56%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$19.9K
460
-55%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$18.3K
472
+26%
清仓
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$18.0K
0
-100%
减持
OGN
ORGANON & CO COMMON STOCK
-$18.0K
37
-96%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$17.6K
118
-82%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$17.0K
78
-82%
增持
LYV
LIVE NATION ENTERTAINMENT INC COM
+$16.1K
847
+47%
减持
BXMT
BLACKSTONE MTG TR INC COM CL A
-$16.1K
1,178
-34%
清仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$16.0K
0
-100%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$15.5K
150
-75%
清仓
SPTI
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
-$15.0K
0
-100%
清仓
—
BROOKFIELD ASSET MGMT INC CL A LTD VT SH
-$15.0K
0
-100%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$14.3K
94
-82%
增持
PANW
PALO ALTO NETWORKS INC COM
-$13.8K
890
+6%
减持
WMT
WALMART INC COM
+$13.3K
1,455
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$12.6K
101
+19%
增持
MMM
3M CO COM
+$12.6K
255
+56%
增持
—
LAM RESEARCH CORP COM
+$12.5K
75
+42%
增持
GWRE
GUIDEWIRE SOFTWARE INC COM
+$12.3K
597
+42%
建仓
BN
BROOKFIELD CORP CL A LTD VT SH
+$12.3K
391
建仓
FTNT
FORTINET INC COM
+$12.2K
250
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$11.3K
545
+42%
增持
CME
CME GROUP INC COM
+$11.1K
435
+23%
减持
ABT
ABBOTT LABS COM
-$10.7K
1,096
-19%
增持
—
BLACKROCK INC COM
+$10.2K
37
+23%
增持
TXN
TEXAS INSTRS INC COM
+$10.1K
303
+16%
清仓
—
PROSHARES ULTRASHORT QQQ
-$10.0K
0
-100%
