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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 135 项
建仓 16
增持 41
减持 40
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
NKE
NIKE INC CL B
-$7.5M
609,498
-0%
增持
AAPL
APPLE INC COM
+$1.9M
60,422
+1%
增持
AMZN
AMAZON COM INC COM
+$1.2M
39,961
+2%
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
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.1M
35,099
+18%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$957.1K
44,012
+25%
增持
MSFT
MICROSOFT CORP COM
+$710.5K
12,645
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$462.3K
2,259
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$356.2K
8,369
+3%
增持
TSLA
TESLA INC COM
+$351.7K
4,558
+12%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$271.5K
8,401
+56%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$257.5K
17,697
-1%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$204.2K
631
-69%
清仓
AMGN
AMGEN INC COM
-$199.4K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$194.5K
2,057
+3%
增持
AZO
AUTOZONE INC COM
+$175.3K
92
+318%
清仓
PYPL
PAYPAL HLDGS INC COM
-$166.8K
0
-100%
增持
PG
PROCTER AND GAMBLE CO COM
+$148.3K
2,273
+72%
减持
HD
HOME DEPOT INC COM
-$124.9K
335
-57%
增持
V
VISA INC COM CL A
+$108.6K
1,533
+35%
清仓
IAT
ISHARES U.S. REGIONAL BANKS ETF
-$107.4K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$106.7K
2,472
建仓
NOW
SERVICENOW INC COM
+$93.8K
167
清仓
BKNG
BOOKING HOLDINGS INC COM
-$90.2K
0
-100%
清仓
SURE
ADVISORSHARES INSIDER ADVANTAGE ETF
-$89.8K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$86.9K
1,465
+94%
增持
TFC
TRUIST FINL CORP COM
+$84.6K
3,268
+664%
清仓
CMI
CUMMINS INC COM
-$79.3K
0
-100%
减持
—
PROSHARES SHORT QQQ
-$79.2K
9,828
-35%
建仓
TTD
THE TRADE DESK INC COM CL A
+$77.2K
1,000
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$77.2K
25
-89%
增持
—
SEALED AIR CORP NEW COM
+$74.8K
3,185
+178%
增持
PANW
PALO ALTO NETWORKS INC COM
+$73.1K
1,043
+8%
建仓
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
+$68.0K
185
增持
COF
CAPITAL ONE FINL CORP COM
+$65.3K
1,920
+28%
增持
—
MEDTRONIC PLC SHS
+$63.5K
867
+442%
增持
WMT
WALMART INC COM
+$61.6K
1,757
+21%
增持
JNJ
JOHNSON & JOHNSON COM
+$60.5K
3,701
+4%
增持
—
LAM RESEARCH CORP COM
+$59.2K
149
+116%
清仓
GWRE
GUIDEWIRE SOFTWARE INC COM
-$58.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$57.3K
901
+13%
减持
ORCL
ORACLE CORP COM
+$56.1K
2,704
-6%
增持
BDX
BECTON DICKINSON & CO COM
+$55.7K
224
+1500%
减持
UNP
UNION PAC CORP COM
-$52.4K
1,777
-14%
减持
ABBV
ABBVIE INC COM
-$50.0K
973
-14%
建仓
KR
KROGER CO COM
+$49.3K
1,049
减持
CRM
SALESFORCE INC COM
+$49.2K
4,531
-0%
减持
—
EXXON MOBIL CORP COM
-$48.7K
2,487
-14%
减持
SPY
SPDR S&P 500 ETF TRUST
-$48.2K
1,599
-14%
建仓
TOL
TOLL BROTHERS INC COM
+$47.4K
600
清仓
INTC
INTEL CORP COM
-$45.3K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$44.4K
4,000
+100%
建仓
OKTA
OKTA INC CL A
+$44.0K
635
增持
SNOW
SNOWFLAKE INC CL A
+$43.9K
600
+50%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$39.8K
871
-52%
减持
PFE
PFIZER INC COM
-$39.3K
2,156
-26%
清仓
VFVA
VANGUARD U.S. VALUE FACTOR ETF
-$38.8K
0
-100%
清仓
MET
METLIFE INC COM
-$38.3K
0
-100%
建仓
KRE
SPDR S&P REGIONAL BANKING ETF
+$36.7K
900
增持
EXC
EXELON CORP COM
+$35.9K
2,246
+69%
增持
WTFC
WINTRUST FINL CORP COM
+$35.1K
4,212
+13%
减持
HON
HONEYWELL INTL INC COM
-$35.0K
20
-90%
建仓
MLM
MARTIN MARIETTA MATLS INC COM
+$34.6K
75
清仓
CCI
CROWN CASTLE INC COM
-$34.5K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$33.5K
705
-33%
减持
NEE
NEXTERA ENERGY INC COM
-$33.0K
1,078
-26%
清仓
IBM
INTERNATIONAL BUSINESS MACHS COM
-$32.9K
0
-100%
减持
MOS
MOSAIC CO NEW COM
-$32.9K
740
-42%
减持
SBUX
STARBUCKS CORP COM
-$32.8K
2,170
-9%
减持
HCA
HCA HEALTHCARE INC COM
-$32.7K
438
-30%
建仓
WPM
WHEATON PRECIOUS METALS CORP COM
+$32.6K
754
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$31.3K
667
-33%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$30.1K
543
+13%
增持
SCHW
SCHWAB CHARLES CORP COM
+$29.3K
2,595
+15%
清仓
T
AT&T INC COM
-$27.9K
0
-100%
减持
CPRT
COPART INC COM
-$26.4K
1,380
-32%
清仓
QCOM
QUALCOMM INC COM
-$23.6K
0
-100%
减持
MAR
MARRIOTT INTL INC NEW CL A
-$23.2K
249
-40%
建仓
MDB
MONGODB INC CL A
+$22.6K
55
减持
DVN
DEVON ENERGY CORP NEW COM
-$21.1K
697
-36%
减持
MA
MASTERCARD INCORPORATED CL A
+$20.7K
1,214
-3%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$20.6K
7,348
-2%
增持
MNST
MONSTER BEVERAGE CORP NEW COM
+$20.3K
1,418
+25%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$19.7K
1,316
+8%
清仓
MS
MORGAN STANLEY COM NEW
-$19.4K
0
-100%
建仓
BATRK
ATLANTA BRAVES HLDGS INC COM SER C
+$18.9K
478
减持
—
PIONEER NAT RES CO COM
-$17.3K
220
-29%
清仓
CDW
CDW CORP COM
-$16.8K
0
-100%
增持
CG
CARLYLE GROUP INC COM
+$16.6K
1,608
+44%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$16.3K
30
+275%
清仓
—
LIBERTY MEDIA CORP DEL COM C BRAVES GRP
-$16.1K
0
-100%
减持
ZTS
ZOETIS INC CL A
-$11.3K
691
-12%
清仓
MSCI
MSCI INC COM
-$11.2K
0
-100%
减持
EMR
EMERSON ELEC CO COM
-$9.6K
439
-22%
建仓
UDN
INVESCO DB US DOLLAR INDEX BEARISH FUND
+$9.4K
500
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$8.7K
898
-6%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$8.6K
1,458
+15%
减持
AEE
AMEREN CORP COM
-$8.3K
0
-100%
增持
PM
PHILIP MORRIS INTL INC COM
+$8.1K
667
+14%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$8.0K
340
-28%
增持
ARCC
ARES CAPITAL CORP COM
+$7.9K
9,780
+2%
减持
VEEV
VEEVA SYS INC CL A COM
+$6.4K
475
-0%
建仓
ABEV
AMBEV SA SPONSORED ADR
+$6.4K
2,000
建仓
BATRA
ATLANTA BRAVES HLDGS INC COM SER A
+$5.7K
140
清仓
GD
GENERAL DYNAMICS CORP COM
-$5.7K
0
-100%
清仓
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$5.6K
0
-100%
清仓
UTF
COHEN & STEERS INFRASTRUCTURE COM
-$4.9K
0
-100%
增持
EL
LAUDER ESTEE COS INC CL A
+$4.9K
395
+34%
清仓
—
LIBERTY MEDIA CORP DEL COM A BRAVES GRP
-$4.8K
0
-100%
建仓
SAP
SAP SE SPON ADR
+$4.1K
30
增持
DVY
ISHARES SELECT DIVIDEND ETF
-$3.9K
1,272
+1%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$3.6K
0
-100%
清仓
VOO
VANGUARD S&P 500 ETF
-$3.0K
0
-100%
减持
—
LINDE PLC SHS
+$2.9K
307
-4%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$2.5K
1,521
+9%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$2.4K
1,095
-20%
增持
NVO
NOVO-NORDISK A S ADR
+$2.0K
40
+43%
减持
TXN
TEXAS INSTRS INC COM
-$2.0K
302
-0%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.4K
30
-52%
减持
INTU
INTUIT COM
-$1.1K
274
-4%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$1.0K
1,173
-13%
清仓
VTRS
VIATRIS INC COM
-$885
0
-100%
清仓
IJR
ISHARES CORE S&P SMALL CAP ETF
-$870
0
-100%
清仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$716
0
-100%
清仓
WAB
WABTEC COM
-$505
0
-100%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$430
0
-100%
清仓
SCHP
SCHWAB US TIPS ETF
-$375
0
-100%
清仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$328
0
-100%
清仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
-$308
0
-100%
清仓
MBB
ISHARES MBS ETF
-$284
0
-100%
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$244
0
-100%
清仓
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$238
0
-100%
清仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$226
0
-100%
清仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$219
0
-100%
减持
OGN
ORGANON & CO COMMON STOCK
-$183
33
-11%
清仓
—
BROOKFIELD REINS LTD CL A EXCH LT VTG
-$65
0
-100%
