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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 28
增持 69
减持 31
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
NKE
NIKE INC CL B
-$9.0M
607,947
-0%
增持
NVDA
NVIDIA CORPORATION COM
+$2.4M
4,047
+63%
减持
AAPL
APPLE INC COM
-$1.4M
59,192
-1%
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
+$1.3M
41,581
+12%
增持
AMZN
AMAZON COM INC COM
+$1.2M
40,325
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.1M
47,374
+15%
增持
MSFT
MICROSOFT CORP COM
+$718.9K
13,003
+3%
增持
META
META PLATFORMS INC CL A
+$700.3K
4,153
+12%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$567.1K
24,329
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$520.3K
51,255
+34%
减持
TSLA
TESLA INC COM
-$430.4K
4,574
-8%
增持
GOOG
ALPHABET INC CAP STK CL C
+$321.5K
18,360
+5%
减持
UNP
UNION PAC CORP COM
-$316.7K
413
-76%
减持
KKR
KKR & CO INC COM
-$296.6K
100
-97%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$242.7K
5,151
-38%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$234.1K
3,140
+141%
清仓
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$231.2K
0
-100%
增持
CRM
SALESFORCE INC COM
+$228.4K
4,774
+4%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$214.7K
247
+648%
建仓
VPU
VANGUARD UTILITIES ETF
+$211.6K
1,484
减持
LBRDK
LIBERTY BROADBAND CORP COM SER C
-$193.6K
125
-95%
增持
COST
COSTCO WHSL CORP NEW COM
+$186.2K
1,975
+3%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$178.6K
1,713
+93%
清仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$167.4K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC COM
+$159.4K
1,607
+59%
增持
DASH
DOORDASH INC CL A
+$157.8K
1,853
+88%
增持
WFC
WELLS FARGO CO NEW COM
+$148.5K
8,734
+20%
建仓
PSX
PHILLIPS 66 COM
+$138.0K
845
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$136.5K
2,332
-1%
增持
—
SEALED AIR CORP NEW COM
+$127.8K
6,085
+125%
建仓
DE
DEERE & CO COM
+$126.9K
309
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$126.3K
2,000
增持
—
FERRARI N V COM
+$123.5K
305
+989%
增持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
+$123.2K
920
+148%
建仓
WEN
WENDYS CO COM
+$119.0K
6,315
建仓
PAYC
PAYCOM SOFTWARE INC COM
+$110.5K
555
增持
OKTA
OKTA INC CL A
+$107.6K
1,578
+149%
清仓
—
PROSHARES SHORT S&P500
-$106.9K
0
-100%
减持
SNOW
SNOWFLAKE INC CL A
-$103.2K
100
-83%
减持
SPY
SPDR S&P 500 ETF TRUST
-$102.1K
713
-29%
清仓
WDAY
WORKDAY INC CL A
-$99.4K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$97.0K
1,157
+28%
增持
—
EXXON MOBIL CORP COM
+$93.3K
2,321
+32%
清仓
—
PROSHARES SHORT QQQ
-$93.2K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC COM
-$89.8K
0
-100%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$89.4K
97
-92%
建仓
SPGI
S&P GLOBAL INC COM
+$80.0K
188
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$77.7K
70
+27%
增持
PYPL
PAYPAL HLDGS INC COM
+$75.4K
2,500
+67%
增持
PFE
PFIZER INC COM
+$73.3K
3,784
+243%
增持
MA
MASTERCARD INCORPORATED CL A
+$73.1K
1,202
+1%
增持
COF
CAPITAL ONE FINL CORP COM
+$72.1K
2,655
+8%
建仓
VTV
VANGUARD VALUE ETF
+$69.4K
426
清仓
LBRDA
LIBERTY BROADBAND CORP COM SER A
-$68.5K
0
-100%
减持
EOG
EOG RES INC COM
-$64.7K
1,751
-27%
减持
CME
CME GROUP INC COM
-$64.2K
214
-59%
减持
PEP
PEPSICO INC COM
-$63.2K
1,154
-26%
建仓
ELV
ELEVANCE HEALTH INC COM
+$62.7K
121
清仓
APD
AIR PRODS & CHEMS INC COM
-$58.6K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC COM
+$56.0K
3,274
+3%
增持
DIS
DISNEY WALT CO COM
+$55.2K
1,717
+0%
建仓
DHR
DANAHER CORPORATION COM
+$54.9K
220
减持
HD
HOME DEPOT INC COM
-$54.4K
26
-86%
减持
CMCSA
COMCAST CORP NEW CL A
-$53.3K
4,418
-21%
清仓
REGN
REGENERON PHARMACEUTICALS COM
-$52.7K
0
-100%
清仓
FXE
INVESCO CURRENCYSHARES EURO TRUST
-$51.0K
0
-100%
建仓
AEM
AGNICO EAGLE MINES LTD COM
+$49.9K
836
增持
WTFC
WINTRUST FINL CORP COM
+$49.7K
4,221
+0%
建仓
VUG
VANGUARD GROWTH ETF
+$48.9K
142
清仓
MMM
3M CO COM
-$48.4K
0
-100%
建仓
D
DOMINION ENERGY INC COM
+$45.8K
932
减持
JNJ
JOHNSON & JOHNSON COM
-$44.4K
3,425
-8%
增持
WMT
WALMART INC COM
+$43.3K
5,676
+200%
减持
KVUE
KENVUE INC COM
-$41.1K
790
-71%
增持
JPM
JPMORGAN CHASE & CO COM
+$41.0K
1,357
+0%
增持
MDB
MONGODB INC CL A
+$40.3K
175
+218%
增持
KR
KROGER CO COM
+$38.1K
1,506
+44%
增持
MRK
MERCK & CO INC COM
+$37.6K
1,638
+0%
减持
EXC
EXELON CORP COM
-$37.2K
1,975
-36%
清仓
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
-$36.8K
0
-100%
建仓
FE
FIRSTENERGY CORP COM
+$36.5K
945
增持
V
VISA INC COM CL A
+$36.3K
1,649
+1%
增持
MNST
MONSTER BEVERAGE CORP NEW COM
+$35.5K
2,328
+31%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$35.3K
2,863
+3%
减持
MCD
MCDONALDS CORP COM
-$33.9K
329
-23%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$33.2K
106
+16%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$33.0K
1,878
+45%
减持
SBUX
STARBUCKS CORP COM
-$32.3K
1,926
-11%
增持
ABT
ABBOTT LABS COM
+$31.4K
1,302
+23%
减持
GM
GENERAL MTRS CO COM
-$31.4K
6,022
-29%
减持
HCA
HCA HEALTHCARE INC COM
-$30.0K
40
-75%
清仓
BCV
BANCROFT FD LTD COM
-$29.5K
0
-100%
清仓
FNV
FRANCO NEV CORP COM
-$28.6K
0
-100%
增持
CG
CARLYLE GROUP INC COM
+$28.0K
2,447
+15%
增持
LYV
LIVE NATION ENTERTAINMENT INC COM
+$27.2K
1,125
+15%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$26.1K
585
+631%
建仓
IEUR
ISHARES CORE MSCI EUROPE ETF
+$25.2K
436
增持
MLM
MARTIN MARIETTA MATLS INC COM
+$24.9K
195
+3%
清仓
—
BLACKROCK INC COM
-$24.4K
0
-100%
建仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$24.0K
92
增持
CPRT
COPART INC COM
+$23.3K
2,291
+3%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$23.3K
20,188
+50%
增持
VEEV
VEEVA SYS INC CL A COM
+$23.2K
307
+23%
建仓
IPAC
ISHARES CORE MSCI PACIFIC ETF
+$22.9K
362
减持
—
LAM RESEARCH CORP COM
+$22.5K
132
-2%
增持
C
CITIGROUP INC COM NEW
+$22.2K
1,509
+6%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$21.6K
1,760
+3%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$21.2K
974
+3%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$20.8K
621
+21%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$20.5K
0
-100%
增持
HHH
HOWARD HUGHES HOLDINGS INC COM
-$19.8K
1,861
+3%
增持
DTE
DTE ENERGY CO COM
+$19.6K
1,116
+17%
增持
SCHW
SCHWAB CHARLES CORP COM
+$19.3K
4,285
+1%
清仓
MOS
MOSAIC CO NEW COM
-$19.3K
0
-100%
增持
BAC
BANK AMERICA CORP COM
+$19.2K
4,520
+0%
建仓
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$19.2K
379
增持
LVS
LAS VEGAS SANDS CORP COM
+$19.0K
970
+53%
增持
—
LINDE PLC SHS
+$18.6K
285
+3%
增持
TXN
TEXAS INSTRS INC COM
+$18.3K
601
+19%
减持
EXPD
EXPEDITORS INTL WASH INC COM
-$18.0K
9
-94%
建仓
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND PIMCO 0
+$17.9K
191
增持
AVGO
BROADCOM INC COM
+$17.5K
62
+7%
清仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$17.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$16.9K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$16.4K
200
-30%
增持
IQV
IQVIA HLDGS INC COM
+$16.1K
585
+3%
建仓
VBR
VANGUARD SMALL CAP VALUE ETF
+$15.7K
82
增持
CBRE
CBRE GROUP INC CL A
+$14.0K
2,035
+3%
增持
A
AGILENT TECHNOLOGIES INC COM
+$12.6K
440
+19%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$12.4K
1,208
-20%
增持
ZTS
ZOETIS INC CL A
-$12.2K
531
+3%
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$12.2K
436
增持
NEM
NEWMONT CORP COM
+$11.9K
2,113
+37%
减持
PG
PROCTER AND GAMBLE CO COM
+$10.9K
1,217
-4%
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$10.2K
118
增持
AMGN
AMGEN INC COM
+$9.5K
162
+28%
减持
GILD
GILEAD SCIENCES INC COM
-$9.4K
1,002
-2%
清仓
UDN
INVESCO DB US DOLLAR INDEX BEARISH FUND
-$9.2K
0
-100%
建仓
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$9.1K
96
清仓
CEG
CONSTELLATION ENERGY CORP COM
-$8.8K
0
-100%
建仓
BBCA
JPMORGAN BETABUILDERS CANADA ETF
+$8.6K
129
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$8.4K
1,547
+3%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$7.8K
1,331
+20%
建仓
EVN
EATON VANCE MUNI INCOME TRUST SH BEN INT
+$7.7K
750
减持
FISV
FISERV INC COM
+$6.9K
1,757
-15%
减持
CSGP
COSTAR GROUP INC COM
-$6.9K
754
-17%
建仓
XMPT
VANECK CEF MUNI INCOME ETF
+$6.5K
300
建仓
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
+$6.1K
167
建仓
GLDM
SPDR GOLD MINISHARES TRUST
+$5.9K
134
清仓
STT
STATE STR CORP COM
-$5.8K
0
-100%
