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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 48
减持 45
清仓 50
方向
标的
Δ市值
现股数(环比)
减持
NKE
NIKE INC CL B
-$11.4M
607,226
-0%
增持
AAPL
APPLE INC COM
+$2.8M
61,268
+4%
增持
NVDA
NVIDIA CORPORATION COM
+$1.4M
40,747
+907%
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
GOOG
ALPHABET INC CAP STK CL C
+$622.6K
18,635
+1%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$612.1K
23,519
-3%
增持
AMZN
AMAZON COM INC COM
+$538.1K
40,424
+0%
增持
MSFT
MICROSOFT CORP COM
+$388.3K
13,109
+1%
清仓
DVY
ISHARES SELECT DIVIDEND ETF
-$386.8K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$379.5K
61,541
+20%
减持
CRM
SALESFORCE INC COM
-$232.3K
4,689
-2%
减持
COST
COSTCO WHSL CORP NEW COM
+$225.0K
1,967
-0%
减持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$180.7K
290
-68%
减持
DIS
DISNEY WALT CO COM
-$155.3K
552
-68%
增持
PANW
PALO ALTO NETWORKS INC COM
+$154.3K
1,802
+12%
增持
LBRDK
LIBERTY BROADBAND CORP COM SER C
+$142.8K
2,735
+2088%
增持
META
META PLATFORMS INC CL A
+$135.5K
4,268
+3%
增持
PAYC
PAYCOM SOFTWARE INC COM
+$122.0K
1,625
+193%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$108.9K
910
-21%
建仓
—
FABRINET SHS
+$101.8K
416
建仓
CMI
CUMMINS INC COM
+$98.9K
357
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$94.5K
303
-44%
减持
JNJ
JOHNSON & JOHNSON COM
-$81.5K
3,149
-8%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$75.3K
308
+25%
清仓
GILD
GILEAD SCIENCES INC COM
-$73.4K
0
-100%
减持
SBUX
STARBUCKS CORP COM
-$72.9K
1,325
-31%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$72.8K
13,903
-31%
清仓
VTV
VANGUARD VALUE ETF
-$69.4K
0
-100%
建仓
FRPT
FRESHPET INC COM
+$69.0K
533
清仓
STZ
CONSTELLATION BRANDS INC CL A
-$65.8K
0
-100%
减持
FISV
FISERV INC COM
-$62.9K
1,462
-17%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$61.3K
2,230
-4%
减持
MA
MASTERCARD INCORPORATED CL A
-$56.0K
1,185
-1%
增持
AEM
AGNICO EAGLE MINES LTD COM
+$54.8K
1,601
+92%
减持
TSLA
TESLA INC COM
+$52.2K
4,327
-5%
减持
MDB
MONGODB INC CL A
-$49.0K
55
-69%
清仓
VUG
VANGUARD GROWTH ETF
-$48.9K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$48.3K
2,204
+29%
建仓
COP
CONOCOPHILLIPS COM
+$47.9K
419
增持
FCX
FREEPORT-MCMORAN INC CL B
+$46.5K
2,774
+48%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$45.3K
41,843
+1%
建仓
MU
MICRON TECHNOLOGY INC COM
+$44.5K
338
增持
UBER
UBER TECHNOLOGIES INC COM
+$43.3K
4,064
+24%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$43.1K
155
-66%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$42.0K
8,424
+2%
清仓
T
AT&T INC COM
-$40.7K
0
-100%
减持
LYV
LIVE NATION ENTERTAINMENT INC COM
-$37.8K
866
-23%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$37.8K
599
增持
CVX
CHEVRON CORP NEW COM
+$37.3K
447
+116%
减持
RY
ROYAL BK CDA COM
-$37.1K
33
-92%
减持
CSGP
COSTAR GROUP INC COM
-$35.7K
501
-34%
增持
TXN
TEXAS INSTRS INC COM
+$35.2K
719
+20%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$34.9K
48,035
+1%
清仓
YUMC
YUM CHINA HLDGS INC COM
-$34.0K
0
-100%
减持
CPRT
COPART INC COM
-$33.7K
1,828
-20%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$33.7K
3,468
+21%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$30.2K
0
-100%
增持
KKR
KKR & CO INC COM
+$30.1K
382
+282%
增持
DHR
DANAHER CORPORATION COM
+$29.5K
338
+54%
减持
ARKK
ARK INNOVATION ETF
-$29.2K
1,329
-24%
增持
MCD
MCDONALDS CORP COM
+$28.3K
475
+44%
减持
MNST
MONSTER BEVERAGE CORP NEW COM
-$27.8K
2,206
-5%
增持
V
VISA INC COM CL A
-$27.2K
1,650
+0%
增持
—
LAM RESEARCH CORP COM
+$26.2K
145
+10%
增持
BX
BLACKSTONE INC COM
+$25.3K
669
+53%
清仓
IEUR
ISHARES CORE MSCI EUROPE ETF
-$25.2K
0
-100%
减持
UNP
UNION PAC CORP COM
-$24.4K
341
-17%
增持
WTFC
WINTRUST FINL CORP COM
-$24.3K
4,224
+0%
增持
HD
HOME DEPOT INC COM
+$24.1K
99
+281%
清仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$24.0K
0
-100%
清仓
IPAC
ISHARES CORE MSCI PACIFIC ETF
-$22.9K
0
-100%
减持
TGT
TARGET CORP COM
-$21.7K
138
-42%
增持
LMT
LOCKHEED MARTIN CORP COM
+$21.5K
116
+61%
减持
VEEV
VEEVA SYS INC CL A COM
-$21.2K
273
-11%
建仓
ADI
ANALOG DEVICES INC COM
+$21.0K
92
减持
CMCSA
COMCAST CORP NEW CL A
-$20.7K
4,363
-1%
减持
SYK
STRYKER CORPORATION COM
-$20.5K
191
-20%
减持
MLM
MARTIN MARIETTA MATLS INC COM
-$20.0K
184
-6%
清仓
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$19.2K
0
-100%
清仓
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND PIMCO 0
-$17.9K
0
-100%
增持
NOW
SERVICENOW INC COM
+$17.1K
204
+9%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$16.9K
1,520
+14%
清仓
VBR
VANGUARD SMALL CAP VALUE ETF
-$15.7K
0
-100%
增持
SPY
SPDR S&P 500 ETF TRUST
+$15.3K
714
+0%
减持
—
LINDE PLC SHS
-$14.3K
269
-6%
增持
ELV
ELEVANCE HEALTH INC COM
+$14.2K
142
+17%
增持
PM
PHILIP MORRIS INTL INC COM
+$14.0K
471
+28%
增持
SPGI
S&P GLOBAL INC COM
+$13.2K
209
+11%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$13.0K
101
-5%
清仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
-$12.2K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$11.4K
719
+16%
增持
PYPL
PAYPAL HLDGS INC COM
+$11.4K
3,082
+23%
减持
AVGO
BROADCOM INC COM
+$11.0K
58
-6%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$10.2K
0
-100%
增持
ZTS
ZOETIS INC CL A
+$9.7K
574
+8%
清仓
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$9.1K
0
-100%
清仓
BBCA
JPMORGAN BETABUILDERS CANADA ETF
-$8.6K
0
-100%
增持
BAC
BANK AMERICA CORP COM
+$8.4K
4,521
+0%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$8.2K
2,163
-7%
清仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$8.1K
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$6.8K
3,140
+4386%
减持
INTU
INTUIT COM
-$6.6K
252
-5%
清仓
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
-$6.1K
0
-100%
减持
SRE
SEMPRA COM
+$6.1K
1,609
-1%
清仓
GLDM
SPDR GOLD MINISHARES TRUST
-$5.9K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC COM
-$5.8K
635
-2%
清仓
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
-$5.7K
0
-100%
减持
JPM
JPMORGAN CHASE & CO. COM
-$5.6K
1,316
-3%
清仓
BLDR
BUILDERS FIRSTSOURCE INC COM
-$5.4K
0
-100%
清仓
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
-$5.3K
0
-100%
清仓
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
-$5.2K
0
-100%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$4.7K
1,200
-1%
增持
CG
CARLYLE GROUP INC COM
+$4.5K
2,970
+21%
清仓
—
SUPER MICRO COMPUTER INC COM
-$4.0K
0
-100%
增持
SO
SOUTHERN CO COM
+$4.0K
671
+0%
清仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$3.8K
0
-100%
清仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$3.7K
0
-100%
清仓
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$3.7K
0
-100%
增持
BDX
BECTON DICKINSON & CO COM
+$3.6K
367
+11%
增持
STWD
STARWOOD PPTY TR INC COM
-$3.6K
2,625
+0%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$3.5K
152
-31%
清仓
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$3.5K
0
-100%
清仓
FNDA
SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF
-$3.3K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC COM
-$3.3K
0
-100%
清仓
CSCO
CISCO SYS INC COM
-$3.2K
0
-100%
清仓
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF
-$3.2K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$3.0K
1,503
-3%
清仓
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
-$2.9K
0
-100%
减持
WFC
WELLS FARGO CO NEW COM
+$2.8K
8,570
-2%
清仓
SPTI
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
-$2.7K
0
-100%
清仓
SCHP
SCHWAB US TIPS ETF
-$2.7K
0
-100%
减持
CTVA
CORTEVA INC COM
-$2.7K
31
-59%
增持
KVUE
KENVUE INC COM
-$2.5K
794
+1%
增持
—
EXXON MOBIL CORP COM
-$2.5K
2,322
+0%
增持
A
AGILENT TECHNOLOGIES INC COM
-$2.5K
475
+8%
清仓
MO
ALTRIA GROUP INC COM
-$2.4K
0
-100%
清仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$2.4K
0
-100%
减持
AMGN
AMGEN INC COM
+$2.4K
155
-4%
清仓
CI
THE CIGNA GROUP COM
-$2.2K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC COM
-$2.2K
0
-100%
清仓
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$2.2K
0
-100%
清仓
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$2.1K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC COM
-$2.1K
0
-100%
减持
PFE
PFIZER INC COM
-$1.8K
3,687
-3%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$1.8K
115
-28%
清仓
MBB
ISHARES MBS ETF
-$1.8K
0
-100%
清仓
AFL
AFLAC INC COM
-$1.7K
0
-100%
清仓
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF
-$1.7K
0
-100%
清仓
VST
VISTRA CORP COM
-$1.6K
0
-100%
清仓
—
EVEREST GROUP LTD COM
-$1.6K
0
-100%
清仓
WSM
WILLIAMS SONOMA INC COM
-$1.6K
0
-100%
