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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 124 项
建仓 11
增持 56
减持 40
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
NKE
NIKE INC CL B
-$9.0M
608,936
-0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$835.7K
22,574
+28%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$550.7K
38,254
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。
+856%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$426.6K
41,055
-7%
减持
SPY
SPDR S&P 500 ETF TRUST
-$186.4K
1,222
-24%
减持
AMZN
AMAZON COM INC COM
-$149.8K
39,801
-0%
建仓
HHH
HOWARD HUGHES HOLDINGS INC COM
+$127.9K
1,726
清仓
—
HOWARD HUGHES CORP COM
-$122.0K
0
-100%
增持
—
PROSHARES SHORT QQQ
+$113.1K
19,928
+103%
增持
NVDA
NVIDIA CORPORATION COM
+$111.9K
2,454
+9%
建仓
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A
+$95.2K
1,100
减持
HCA
HCA HEALTHCARE INC COM
-$93.6K
160
-63%
增持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
+$89.5K
358
+94%
减持
WDAY
WORKDAY INC CL A
-$87.6K
360
-51%
建仓
IQV
IQVIA HLDGS INC COM
+$86.6K
440
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$85.8K
238
-49%
增持
CMCSA
COMCAST CORP NEW CL A
+$85.2K
5,438
+45%
清仓
EL
LAUDER ESTEE COS INC CL A
-$77.6K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$71.7K
2,161
+5%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$68.8K
36,249
+3%
增持
BAC
BANK AMERICA CORP COM
+$65.5K
4,518
+123%
减持
JNJ
JOHNSON & JOHNSON COM
-$64.5K
3,519
-5%
建仓
KVUE
KENVUE INC COM
+$62.3K
3,102
增持
COST
COSTCO WHSL CORP NEW COM
+$57.5K
1,960
+1%
增持
EOG
EOG RES INC COM
+$56.1K
2,321
+12%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$55.6K
300
-52%
清仓
—
LIBERTY MEDIA CORP DEL COM SER C FRMLA
-$52.7K
0
-100%
减持
CSGP
COSTAR GROUP INC COM
-$51.0K
912
-33%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$50.2K
8,290
-1%
建仓
FXE
INVESCO CURRENCYSHARES EURO TRUST
+$48.9K
500
清仓
VLO
VALERO ENERGY CORP COM
-$48.1K
0
-100%
减持
HD
HOME DEPOT INC COM
-$47.9K
186
-44%
增持
TSLA
TESLA INC COM
+$47.4K
4,958
+9%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$47.1K
12,823
+75%
清仓
MAR
MARRIOTT INTL INC NEW CL A
-$45.7K
0
-100%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$45.6K
454
-32%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$44.4K
868
-26%
增持
—
INTERPUBLIC GROUP COS INC COM
-$44.2K
6,026
+7%
建仓
FWONK
LIBERTY MEDIA CORP DEL COM LBTY ONE S C
+$43.6K
700
增持
TOL
TOLL BROTHERS INC COM
+$42.8K
1,220
+103%
增持
ARCC
ARES CAPITAL CORP COM
+$41.5K
11,571
+18%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$40.9K
52
-86%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$40.8K
8,301
-1%
增持
KKR
KKR & CO INC COM
+$40.4K
3,566
+11%
减持
PANW
PALO ALTO NETWORKS INC COM
-$35.6K
985
-6%
清仓
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$32.1K
0
-100%
减持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$30.9K
2,300
-9%
增持
—
SEALED AIR CORP NEW COM
+$30.5K
4,805
+51%
增持
BDX
BECTON DICKINSON & CO COM
+$30.3K
346
+54%
增持
CPRT
COPART INC COM
-$29.7K
2,232
+62%
建仓
LVS
LAS VEGAS SANDS CORP COM
+$29.0K
632
减持
CL
COLGATE PALMOLIVE CO COM
-$28.8K
510
-40%
增持
BX
BLACKSTONE INC COM
+$27.4K
438
+109%
增持
ORCL
ORACLE CORP COM
-$27.2K
2,783
+3%
减持
PM
PHILIP MORRIS INTL INC COM
-$26.4K
418
-37%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$26.3K
690
-41%
增持
CRM
SALESFORCE INC COM
-$25.2K
4,596
+1%
减持
—
AON PLC SHS CL A
-$24.7K
107
-38%
清仓
—
LIBERTY MEDIA CORP DEL COM SER A FRMLA
-$23.7K
0
-100%
减持
STT
STATE STR CORP COM
-$22.4K
75
-80%
增持
INTU
INTUIT COM
+$21.1K
287
+5%
减持
—
MEDTRONIC PLC SHS
-$21.0K
707
-18%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$20.3K
64
-37%
增持
PFE
PFIZER INC COM
+$20.3K
2,996
+39%
建仓
FWONA
LIBERTY MEDIA CORP DEL COM LBTY ONE S A
+$19.8K
350
清仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$19.6K
0
-100%
清仓
FTNT
FORTINET INC COM
-$18.9K
0
-100%
增持
NOW
SERVICENOW INC COM
+$18.5K
201
+20%
减持
TFC
TRUIST FINL CORP COM
-$17.9K
2,840
-13%
清仓
SDY
SPDR S&P DIVIDEND ETF
-$17.8K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$16.5K
1,669
+14%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$16.4K
2,728
+5%
减持
ZTS
ZOETIS INC CL A
-$15.8K
593
-14%
增持
MLM
MARTIN MARIETTA MATLS INC COM
+$15.5K
122
+63%
减持
VEEV
VEEVA SYS INC CL A COM
-$15.2K
387
-19%
增持
—
PIONEER NAT RES CO COM
+$15.0K
264
+20%
减持
RIO
RIO TINTO PLC SPONSORED ADR
-$14.9K
936
-20%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$14.7K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$14.2K
1,635
+12%
增持
WFC
WELLS FARGO CO NEW COM
+$14.1K
6,675
+10%
减持
—
LINDE PLC SHS
-$13.9K
277
-10%
增持
MCD
MCDONALDS CORP COM
-$13.0K
636
+5%
增持
MNST
MONSTER BEVERAGE CORP NEW COM
+$12.7K
1,779
+25%
减持
LBRDK
LIBERTY BROADBAND CORP COM SER C
+$12.5K
2,391
-7%
增持
WMT
WALMART INC COM
+$12.3K
1,804
+3%
减持
UNP
UNION PAC CORP COM
-$11.9K
1,727
-3%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$11.9K
1,008
+33%
减持
—
PROSHARES SHORT S&P500
-$11.7K
8,230
-13%
增持
SRE
SEMPRA COM
+$11.4K
1,362
+144%
减持
—
LAM RESEARCH CORP COM
-$11.2K
135
-9%
增持
MRK
MERCK & CO INC COM
-$10.6K
1,693
+6%
增持
PH
PARKER-HANNIFIN CORP COM
+$9.6K
237
+12%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$8.4K
0
-100%
减持
RY
ROYAL BK CDA COM
-$7.8K
586
-5%
增持
SCHW
SCHWAB CHARLES CORP COM
+$7.5K
2,815
+8%
增持
GILD
GILEAD SCIENCES INC COM
+$7.0K
666
+20%
增持
GM
GENERAL MTRS CO COM
-$7.0K
4,422
+12%
减持
EMR
EMERSON ELEC CO COM
-$6.9K
339
-23%
增持
DTE
DTE ENERGY CO COM
+$6.7K
875
+20%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$6.6K
242
-12%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$6.4K
280
-18%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$5.6K
60
+11%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$5.6K
106
+12%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$5.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
-$3.6K
1,197
-1%
增持
V
VISA INC COM CL A
+$3.5K
1,598
+4%
增持
CBRE
CBRE GROUP INC CL A
+$3.2K
1,885
+12%
清仓
BROS
DUTCH BROS INC CL A
-$2.8K
0
-100%
建仓
—
TRAEGER INC COMMON STOCK
+$2.7K
1,000
增持
COF
CAPITAL ONE FINL CORP COM
-$2.3K
2,140
+11%
清仓
MSTR
MICROSTRATEGY INC CL A NEW
-$1.7K
0
-100%
增持
FISV
FISERV INC COM
-$1.3K
1,967
+11%
增持
CG
CARLYLE GROUP INC COM
+$1.2K
1,743
+8%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$994
1,776
+17%
建仓
—
LIBERTY MEDIA CORP DEL COM LBTY LIV S C
+$931
29
增持
BATRK
ATLANTA BRAVES HLDGS INC COM SER C
-$859
506
+6%
增持
NVO
NOVO-NORDISK A S ADR
+$802
80
+100%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$546
860
-5%
增持
EXC
EXELON CORP COM
+$517
2,435
+8%
清仓
EFA
ISHARES MSCI EAFE ETF
-$508
0
-100%
建仓
—
LIBERTY MEDIA CORP DEL COM LBTY LIV S A
+$447
14
增持
C
CITIGROUP INC COM NEW
-$326
3,489
+12%
增持
BHP
BHP GROUP LTD SPONSORED ADS
-$54
46
+2%
清仓
AEE
AMEREN CORP COM
+$0
0