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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 10
增持 63
减持 39
清仓 38
方向
标的
Δ市值
现股数(环比)
增持
NKE
NIKE INC CL B
+$7.9M
609,130
+0%
减持
AAPL
APPLE INC COM
+$1.2M
59,865
-1%
增持
AMZN
AMAZON COM INC COM
+$999.9K
39,880
+0%
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。
减持
MSFT
MICROSOFT CORP COM
+$759.0K
12,636
-0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$681.8K
37,055
+2%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$371.3K
41,325
+1%
增持
META
META PLATFORMS INC CL A
+$201.7K
3,719
+0%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$174.1K
876
+8660%
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$167.4K
1,013
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$162.5K
2,354
+9%
增持
GOOG
ALPHABET INC CAP STK CL C
+$161.4K
17,555
+0%
增持
NVDA
NVIDIA CORPORATION COM
+$161.2K
2,481
+1%
增持
GM
GENERAL MTRS CO COM
+$158.7K
8,477
+92%
减持
COST
COSTCO WHSL CORP NEW COM
+$153.4K
1,910
-3%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$150.9K
22,227
-2%
减持
PG
PROCTER AND GAMBLE CO COM
-$145.0K
1,273
-44%
增持
SCHW
SCHWAB CHARLES CORP COM
+$136.1K
4,225
+50%
减持
—
PROSHARES SHORT QQQ
-$123.8K
9,828
-51%
建仓
AXP
AMERICAN EXPRESS CO COM
+$118.8K
634
减持
—
EXXON MOBIL CORP COM
-$116.0K
1,765
-29%
增持
COF
CAPITAL ONE FINL CORP COM
+$115.5K
2,465
+15%
建仓
DASH
DOORDASH INC CL A
+$97.4K
985
清仓
PH
PARKER-HANNIFIN CORP COM
-$92.3K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC COM
+$92.1K
1,500
增持
KKR
KKR & CO INC COM
+$87.0K
3,701
+4%
增持
WFC
WELLS FARGO CO NEW COM
+$85.0K
7,267
+9%
清仓
CSD
INVESCO S&P SPIN-OFF ETF
-$84.0K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC COM
+$82.4K
3,185
+29%
清仓
TFC
TRUIST FINL CORP COM
-$81.3K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$78.5K
2,326
+39%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$76.3K
8,316
+0%
增持
WTFC
WINTRUST FINL CORP COM
+$72.9K
4,215
+0%
减持
C
CITIGROUP INC COM NEW
-$70.3K
1,424
-59%
减持
PFE
PFIZER INC COM
-$67.7K
1,102
-63%
减持
UNP
UNION PAC CORP COM
+$66.7K
1,703
-1%
增持
SYK
STRYKER CORPORATION COM
+$66.4K
239
+1158%
增持
PANW
PALO ALTO NETWORKS INC COM
+$66.3K
1,008
+2%
清仓
NEE
NEXTERA ENERGY INC COM
-$61.8K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$61.3K
375
清仓
—
PIONEER NAT RES CO COM
-$60.6K
0
-100%
增持
KRE
SPDR S&P REGIONAL BANKING ETF
+$59.4K
1,849
+105%
减持
—
SEALED AIR CORP NEW COM
-$59.3K
2,700
-44%
增持
V
VISA INC COM CL A
+$56.3K
1,628
+2%
清仓
—
MEDTRONIC PLC SHS
-$55.4K
0
-100%
增持
NLY
ANNALY CAPITAL MANAGEMENT INC COM NEW
+$53.5K
4,705
+135%
增持
FISV
FISERV INC COM
+$51.7K
2,062
+5%
建仓
A
AGILENT TECHNOLOGIES INC COM
+$51.4K
370
清仓
RTX
RTX CORPORATION COM
-$50.7K
0
-100%
建仓
CNP
CENTERPOINT ENERGY INC COM
+$47.9K
1,675
减持
SPY
SPDR S&P 500 ETF TRUST
-$47.3K
1,000
-18%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$47.0K
38,387
+0%
增持
IQV
IQVIA HLDGS INC COM
+$45.3K
570
+30%
增持
MLM
MARTIN MARIETTA MATLS INC COM
+$44.7K
190
+56%
增持
CBRE
CBRE GROUP INC CL A
+$44.6K
1,975
+5%
清仓
KDP
KEURIG DR PEPPER INC COM
-$42.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$41.8K
903
+5%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$41.4K
886
+2%
减持
MCD
MCDONALDS CORP COM
-$41.0K
427
-33%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$40.4K
1,715
+5%
建仓
T
AT&T INC COM
+$38.8K
2,314
增持
TXN
TEXAS INSTRS INC COM
+$38.4K
507
+68%
增持
JNJ
JOHNSON & JOHNSON COM
+$38.1K
3,740
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$38.1K
8,249
-0%
建仓
AMGN
AMGEN INC COM
+$36.6K
127
清仓
BSX
BOSTON SCIENTIFIC CORP COM
-$36.4K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$35.2K
330
-63%
清仓
—
AON PLC SHS CL A
-$34.7K
0
-100%
增持
CG
CARLYLE GROUP INC COM
+$34.3K
2,134
+22%
增持
—
INTERPUBLIC GROUP COS INC COM
+$33.4K
6,316
+5%
清仓
DVN
DEVON ENERGY CORP NEW COM
-$33.2K
0
-100%
增持
GILD
GILEAD SCIENCES INC COM
+$32.9K
1,022
+53%
清仓
EMR
EMERSON ELEC CO COM
-$32.7K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC COM
-$32.4K
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
+$31.9K
1,186
-1%
清仓
GE
GENERAL ELECTRIC CO COM NEW
-$31.0K
0
-100%
减持
VEEV
VEEVA SYS INC CL A COM
-$30.8K
249
-36%
清仓
—
AI POWERED EQUITY ETF
-$29.8K
0
-100%
增持
BAC
BANK AMERICA CORP COM
+$28.5K
4,519
+0%
增持
SRE
SEMPRA COM
+$27.6K
1,609
+18%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$27.5K
1,169
+25%
减持
INTU
INTUIT COM
+$27.1K
278
-3%
增持
HHH
HOWARD HUGHES HOLDINGS INC COM
+$27.0K
1,811
+5%
减持
PEP
PEPSICO INC COM
-$26.5K
1,561
-9%
建仓
WMB
WILLIAMS COS INC COM
+$24.8K
711
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$24.3K
1,113
+48%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$23.2K
2,783
+2%
增持
CME
CME GROUP INC COM
+$23.1K
523
+20%
减持
BXMT
BLACKSTONE MTG TR INC COM CL A
-$23.0K
121
-90%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$22.8K
1,299
+49%
增持
LYV
LIVE NATION ENTERTAINMENT INC COM
+$21.5K
981
+16%
增持
EXC
EXELON CORP COM
+$19.4K
3,103
+27%
增持
DTE
DTE ENERGY CO COM
+$18.6K
957
+9%
增持
LBRDK
LIBERTY BROADBAND CORP COM SER C
-$17.6K
2,491
+4%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$17.5K
525
-3%
增持
MDLZ
MONDELEZ INTL INC CL A
+$17.4K
1,386
+16%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$15.9K
55
-8%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$15.8K
1,303
+2%
减持
NEM
NEWMONT CORP COM
-$14.3K
1,541
-27%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$14.0K
1,106
+10%
减持
JPM
JPMORGAN CHASE & CO COM
-$13.8K
1,356
-20%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$13.7K
13,438
+5%
增持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$13.3K
371
+4%
减持
ARKK
ARK INNOVATION ETF
+$12.0K
1,566
-11%
减持
RY
ROYAL BK CDA COM
-$10.5K
403
-31%
减持
ABT
ABBOTT LABS COM
+$10.4K
1,059
-3%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$9.9K
948
-13%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$9.9K
91
-14%
增持
WMT
WALMART INC COM
+$9.8K
1,892
+5%
减持
BDX
BECTON DICKINSON & CO COM
-$8.5K
332
-4%
减持
KMB
KIMBERLY-CLARK CORP COM
-$8.4K
26
-73%
清仓
FANG
DIAMONDBACK ENERGY INC COM
-$8.1K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS COM
-$7.4K
60
-18%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$7.3K
33
+10%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$7.2K
285
-7%
减持
MOS
MOSAIC CO NEW COM
-$7.0K
540
-27%
增持
ARCC
ARES CAPITAL CORP COM
+$6.7K
11,584
+0%
减持
APD
AIR PRODS & CHEMS INC COM
-$6.3K
214
-7%
增持
TSLA
TESLA INC COM
-$6.1K
4,968
+0%
清仓
WSO
WATSCO INC COM
-$6.0K
0
-100%
减持
ORCL
ORACLE CORP COM
-$5.8K
2,741
-2%
清仓
CASY
CASEYS GEN STORES INC COM
-$5.7K
0
-100%
增持
EOG
EOG RES INC COM
-$5.6K
2,386
+3%
清仓
RSG
REPUBLIC SVCS INC COM
-$5.6K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO COM
-$5.5K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION COM
-$5.5K
0
-100%
清仓
ATO
ATMOS ENERGY CORP COM
-$5.3K
0
-100%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$5.2K
300
-12%
清仓
ITW
ILLINOIS TOOL WKS INC COM
-$5.1K
0
-100%
清仓
SNA
SNAP ON INC COM
-$4.8K
0
-100%
清仓
COLB
COLUMBIA BKG SYS INC COM
-$4.8K
0
-100%
清仓
SPGI
S&P GLOBAL INC COM
-$4.8K
0
-100%
增持
ARKG
ARK GENOMIC REVOLUTION ETF
+$4.6K
310
+55%
清仓
SHW
SHERWIN WILLIAMS CO COM
-$4.6K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO COM
-$4.6K
0
-100%
清仓
FAST
FASTENAL CO COM
-$4.5K
0
-100%
增持
STWD
STARWOOD PPTY TR INC COM
+$4.4K
2,617
+0%
清仓
—
STERIS PLC SHS USD
-$4.4K
0
-100%
清仓
EQIX
EQUINIX INC COM
-$4.4K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$4.3K
0
-100%
减持
KVUE
KENVUE INC COM
-$4.2K
2,698
-13%
减持
MRK
MERCK & CO INC COM
+$4.2K
1,637
-3%
清仓
POOL
POOL CORP COM
-$3.9K
0
-100%
增持
CMCSA
COMCAST CORP NEW CL A
+$3.7K
5,583
+3%
增持
SO
SOUTHERN CO COM
+$3.7K
670
+0%
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$3.4K
0
-100%
清仓
NDAQ
NASDAQ INC COM
-$3.4K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC COM
-$3.2K
0
-100%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$3.1K
515
+0%
清仓
WEC
WEC ENERGY GROUP INC COM
-$3.1K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW COM
-$2.8K
0
-100%
