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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 127 项
建仓 29
增持 56
减持 23
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
NKE
NIKE INC CL B
+$3.4M
609,659
+0%
增持
AAPL
APPLE INC COM
+$2.3M
59,765
+2%
减持
—
PROSHARES SHORT S&P500
-$1.1M
9,424
-88%
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
+$919.5K
39,243
+5%
增持
MSFT
MICROSOFT CORP COM
+$779.7K
12,472
+6%
增持
SPY
SPDR S&P 500 ETF TRUST
+$532.5K
1,849
+215%
增持
TSLA
TESLA INC COM
+$434.5K
4,056
+23%
增持
NVDA
NVIDIA CORPORATION COM
+$355.2K
1,776
+88%
减持
META
META PLATFORMS INC CL A
+$338.1K
3,713
-0%
增持
CRM
SALESFORCE INC COM
+$312.4K
4,545
+1%
减持
—
PROSHARES SHORT QQQ
-$273.7K
15,032
-52%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$260.0K
17,939
-1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$175.1K
29,682
+3%
增持
COST
COSTCO WHSL CORP NEW COM
+$170.9K
1,950
+12%
增持
MA
MASTERCARD INCORPORATED CL A
+$150.1K
1,257
+43%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$145.5K
5,401
+38%
增持
PEP
PEPSICO INC COM
+$133.1K
1,721
+72%
增持
QQQ
INVESCO QQQ TRUST
+$126.0K
463
+445%
建仓
—
LINDE PLC SHS
+$114.1K
321
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$112.9K
35,178
+6%
增持
ARCC
ARES CAPITAL CORP COM
+$112.6K
9,622
+181%
减持
SYK
STRYKER CORPORATION COM
-$109.0K
19
-96%
建仓
IAT
ISHARES U.S. REGIONAL BANKS ETF
+$107.4K
3,000
清仓
—
LINDE PLC SHS
-$104.7K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$97.3K
1,353
+148%
建仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$78.7K
755
增持
COF
CAPITAL ONE FINL CORP COM
+$73.6K
1,505
+97%
增持
C
CITIGROUP INC COM NEW
+$70.3K
3,124
+86%
清仓
—
LIVANOVA PLC SHS
-$70.0K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC COM
+$69.2K
968
+9%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$67.5K
795
-5%
建仓
AMX
AMERICA MOVIL SAB DE CV SPON ADS RP CL B
+$63.1K
3,000
建仓
KO
COCA COLA CO COM
+$61.8K
996
建仓
SNOW
SNOWFLAKE INC CL A
+$61.7K
400
建仓
MNST
MONSTER BEVERAGE CORP NEW COM
+$61.1K
1,132
建仓
REGN
REGENERON PHARMACEUTICALS COM
+$60.0K
73
清仓
ELV
ELEVANCE HEALTH INC COM
-$58.5K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP COM
+$58.0K
1,160
减持
PH
PARKER-HANNIFIN CORP COM
-$56.8K
212
-52%
增持
RY
ROYAL BK CDA COM
+$56.0K
618
+1773%
清仓
—
AMERICA MOVIL SAB DE CV SPON ADR L SHS
-$54.6K
0
-100%
增持
PYPL
PAYPAL HLDGS INC COM
+$53.0K
2,196
+38%
增持
MCD
MCDONALDS CORP COM
+$51.9K
605
+36%
增持
LBRDK
LIBERTY BROADBAND CORP COM SER C
+$50.9K
2,570
+23%
减持
CSGP
COSTAR GROUP INC COM
-$49.9K
1,361
-27%
减持
BKNG
BOOKING HOLDINGS INC COM
-$48.9K
34
-51%
清仓
FITB
FIFTH THIRD BANCORP COM
-$47.5K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW COM
-$46.3K
0
-100%
增持
EXC
EXELON CORP COM
+$45.9K
1,327
+490%
增持
CPRT
COPART INC COM
+$44.7K
2,024
+15%
增持
GILD
GILEAD SCIENCES INC COM
+$43.5K
557
+1641%
增持
LBRDA
LIBERTY BROADBAND CORP COM SER A
+$43.3K
850
+143%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$42.6K
1,370
-32%
减持
—
PIONEER NAT RES CO COM
-$42.2K
308
-33%
减持
TFC
TRUIST FINL CORP COM
-$40.9K
428
-67%
建仓
NLY
ANNALY CAPITAL MANAGEMENT INC COM NEW
+$38.2K
2,000
增持
CMCSA
COMCAST CORP NEW CL A
+$38.0K
3,752
+26%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$36.0K
1,391
+202%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$35.9K
1,216
+17%
清仓
DAL
DELTA AIR LINES INC DEL COM NEW
-$35.2K
0
-100%
增持
HON
HONEYWELL INTL INC COM
+$34.9K
205
+925%
增持
V
VISA INC COM CL A
+$34.8K
1,133
+7%
建仓
CG
CARLYLE GROUP INC COM
+$34.8K
1,120
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$34.0K
54
+29%
清仓
EFX
EQUIFAX INC COM
-$32.7K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$31.3K
514
-16%
增持
VLO
VALERO ENERGY CORP COM
+$31.1K
410
+99%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$29.8K
8,089
+1%
增持
JNJ
JOHNSON & JOHNSON COM
-$29.2K
3,562
+8%
建仓
—
AI POWERED EQUITY ETF
+$29.1K
1,000
增持
FANG
DIAMONDBACK ENERGY INC COM
+$28.8K
373
+136%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$28.7K
274
-30%
减持
MET
METLIFE INC COM
-$27.8K
661
-28%
增持
VEEV
VEEVA SYS INC CL A COM
+$25.4K
476
+24%
减持
BAC
BANK AMERICA CORP COM
-$24.2K
2,027
-18%
清仓
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$24.1K
0
-100%
清仓
U
UNITY SOFTWARE INC COM
-$21.7K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$21.6K
95
+36%
增持
SBUX
STARBUCKS CORP COM
+$21.2K
2,379
+4%
减持
BP
BP PLC SPONSORED ADR
-$20.8K
49
-92%
增持
GWRE
GUIDEWIRE SOFTWARE INC COM
+$20.7K
708
+19%
增持
QCOM
QUALCOMM INC COM
+$20.2K
185
+497%
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$19.3K
350
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$16.9K
2,000
减持
MS
MORGAN STANLEY COM NEW
-$16.1K
221
-47%
增持
DTE
DTE ENERGY CO COM
+$16.0K
729
+34%
增持
MMM
3M CO COM
+$16.0K
443
+74%
减持
JPM
JPMORGAN CHASE & CO COM
-$15.8K
1,686
-4%
增持
HD
HOME DEPOT INC COM
-$15.4K
776
+0%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$13.7K
100
增持
ABBV
ABBVIE INC COM
+$13.6K
1,136
+10%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$11.3K
474
-30%
增持
SRE
SEMPRA COM
+$8.6K
558
+14%
增持
AZO
AUTOZONE INC COM
+$7.2K
22
+16%
清仓
—
UMPQUA HLDGS CORP COM
-$7.1K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$6.6K
954
+15%
增持
PG
PROCTER AND GAMBLE CO COM
+$6.2K
1,322
+5%
清仓
ZS
ZSCALER INC COM
-$5.6K
0
-100%
建仓
COLB
COLUMBIA BKG SYS INC COM
+$5.1K
238
减持
—
LAM RESEARCH CORP COM
+$5.1K
69
-8%
清仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$4.4K
0
-100%
清仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$4.0K
0
-100%
清仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$3.7K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$3.6K
44
减持
EL
LAUDER ESTEE COS INC CL A
-$3.5K
295
-4%
增持
DVY
ISHARES SELECT DIVIDEND ETF
-$3.0K
1,262
+1%
建仓
VOO
VANGUARD S&P 500 ETF
+$3.0K
8
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.5K
62
+107%
减持
MAR
MARRIOTT INTL INC NEW CL A
-$1.4K
415
-12%
增持
QS
QUANTUMSCAPE CORP COM CL A
+$1.1K
200
+100%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$1.0K
1,992
+4%
建仓
IJR
ISHARES CORE S&P SMALL CAP ETF
+$870
9
建仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$716
21
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$699
1,267
+7%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$430
4
建仓
SCHP
SCHWAB US TIPS ETF
+$375
7
建仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$328
4
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$308
10
建仓
MBB
ISHARES MBS ETF
+$284
3
建仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$244
5
建仓
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$238
4
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$226
3
建仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$219
2
清仓
UBER
UBER TECHNOLOGIES INC COM
+$0
0
清仓
—
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG
+$0
0
清仓
MTB
M & T BK CORP COM
+$0
0
清仓
UAL
UNITED AIRLS HLDGS INC COM
+$0
0
