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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 143 项
建仓 38
增持 66
减持 26
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
NKE
NIKE INC CL B
+$8.1M
609,238
+0%
增持
AAPL
APPLE INC COM
+$2.7M
66,872
+9%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$955.2K
20,072
-15%
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
META
META PLATFORMS INC CL A
+$847.0K
5,239
+23%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$815.1K
63,815
+4%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$724.3K
42,223
+1%
减持
CRM
SALESFORCE INC COM
-$626.4K
2,116
-55%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$565.4K
8,674
+3%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$490.2K
1,238
+420%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$487.5K
48,241
+0%
增持
TSLA
TESLA INC COM
+$360.9K
4,652
+8%
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$323.7K
5,000
增持
AMZN
AMAZON COM INC COM
-$238.0K
40,648
+1%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$208.4K
6,751
+31%
增持
GOOG
ALPHABET INC CAP STK CL C
-$198.4K
19,257
+3%
增持
WMT
WALMART INC COM
+$163.4K
6,783
+20%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$162.8K
3,100
+158%
减持
MRK
MERCK & CO INC COM
-$158.2K
392
-76%
清仓
—
LAM RESEARCH CORP COM
-$154.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$148.4K
3,756
+19%
建仓
TRU
TRANSUNION COM
+$144.7K
1,382
建仓
NFLX
NETFLIX INC COM
+$144.0K
203
建仓
MKC
MCCORMICK & CO INC COM NON VTG
+$139.9K
1,700
增持
DURA
VANECK DURABLE HIGH DIVIDEND ETF
+$138.1K
6,300
+147%
建仓
VFVA
VANGUARD U.S. VALUE FACTOR ETF
+$128.4K
1,065
增持
MSFT
MICROSOFT CORP COM
-$124.2K
13,327
+2%
增持
AMGN
AMGEN INC COM
+$124.0K
535
+245%
建仓
MO
ALTRIA GROUP INC COM
+$122.5K
2,400
增持
COST
COSTCO WHSL CORP NEW COM
+$122.4K
2,024
+3%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$120.8K
148
建仓
IYK
ISHARES U.S. CONSUMER STAPLES ETF
+$116.4K
1,650
建仓
BAX
BAXTER INTL INC COM
+$113.9K
3,000
增持
UNP
UNION PAC CORP COM
+$112.9K
771
+126%
建仓
SOXX
ISHARES SEMICONDUCTOR ETF
+$103.8K
450
减持
NVDA
NVIDIA CORPORATION COM
-$102.8K
40,605
-0%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$97.6K
0
-100%
建仓
GDDY
GODADDY INC CL A
+$97.5K
622
建仓
LW
LAMB WESTON HLDGS INC COM
+$96.8K
1,495
增持
USB
US BANCORP DEL COM NEW
+$94.3K
5,100
+46%
建仓
—
MEDTRONIC PLC SHS
+$94.2K
1,046
增持
TROW
PRICE T ROWE GROUP INC COM
+$94.0K
1,535
+142%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$91.8K
1,000
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$90.6K
500
+150%
建仓
CAT
CATERPILLAR INC COM
+$82.5K
211
建仓
—
DIAMOND HILL INVT GROUP INC COM NEW
+$80.8K
500
增持
PG
PROCTER AND GAMBLE CO COM
+$79.2K
1,598
+33%
减持
OKTA
OKTA INC CL A
-$77.6K
943
-40%
建仓
GD
GENERAL DYNAMICS CORP COM
+$75.5K
250
增持
PEP
PEPSICO INC COM
+$73.9K
1,554
+35%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$73.7K
2,628
+19%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$72.9K
3,004
+100%
增持
MCD
MCDONALDS CORP COM
+$69.8K
626
+32%
减持
ORCL
ORACLE CORP COM
-$69.7K
1,531
-35%
建仓
QCOM
QUALCOMM INC COM
+$68.0K
400
增持
AVGO
BROADCOM INC COM
+$67.2K
930
+1503%
清仓
MNA
IQ MERGER ARBITRAGE ETF
-$63.2K
0
-100%
建仓
TARK
AXS 2X INNOVATION ETF FUND
+$61.7K
950
增持
CME
CME GROUP INC COM
+$60.3K
464
+117%
增持
UBER
UBER TECHNOLOGIES INC COM
+$58.9K
4,714
+16%
建仓
TFC
TRUIST FINL CORP COM
+$55.6K
1,301
增持
LMT
LOCKHEED MARTIN CORP COM
+$55.2K
187
+61%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$52.9K
883
-3%
清仓
CNP
CENTERPOINT ENERGY INC COM
-$51.9K
0
-100%
增持
A
AGILENT TECHNOLOGIES INC COM
+$51.0K
758
+60%
建仓
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
+$50.7K
1,000
建仓
MMM
3M CO COM
+$50.6K
370
减持
IWM
ISHARES RUSSELL 2000 ETF
-$50.5K
576
-34%
增持
ABT
ABBOTT LABS COM
+$48.2K
1,609
+24%
清仓
COP
CONOCOPHILLIPS COM
-$47.9K
0
-100%
增持
HD
HOME DEPOT INC COM
+$46.6K
200
+102%
清仓
MU
MICRON TECHNOLOGY INC COM
-$44.5K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC SHS
+$44.4K
572
增持
KMB
KIMBERLY-CLARK CORP COM
+$42.8K
326
+1154%
增持
WTFC
WINTRUST FINL CORP COM
+$42.4K
4,227
+0%
建仓
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
+$42.2K
550
建仓
HON
HONEYWELL INTL INC COM
+$41.3K
200
建仓
RTX
RTX CORPORATION COM
+$41.0K
338
减持
MA
MASTERCARD INCORPORATED CL A
+$39.8K
1,140
-4%
增持
DHR
DANAHER CORPORATION COM
+$39.5K
446
+32%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
-$39.2K
331
+7%
清仓
OXY
OCCIDENTAL PETE CORP COM
-$37.8K
0
-100%
减持
ARKK
ARK INNOVATION ETF
-$37.2K
447
-66%
清仓
WMB
WILLIAMS COS INC COM
-$30.2K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$29.6K
765
+6%
减持
INTU
INTUIT COM
-$29.6K
219
-13%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$29.3K
343
+13%
减持
TXN
TEXAS INSTRS INC COM
-$27.1K
546
-24%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$26.1K
1,732
+14%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$24.9K
2,201
-21%
增持
WFC
WELLS FARGO CO NEW COM
-$24.8K
8,571
+0%
建仓
—
CRISPR THERAPEUTICS AG NAMEN AKT
+$23.5K
500
减持
BA
BOEING CO COM
-$23.3K
200
-32%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
+$23.1K
2,081
-4%
增持
CG
CARLYLE GROUP INC COM
+$22.2K
3,284
+11%
建仓
PSA
PUBLIC STORAGE OPER CO COM
+$21.5K
59
增持
PM
PHILIP MORRIS INTL INC COM
+$21.4K
569
+21%
建仓
SPG
SIMON PPTY GROUP INC NEW COM
+$20.3K
120
建仓
CCI
CROWN CASTLE INC COM
+$19.6K
165
建仓
FDS
FACTSET RESH SYS INC COM
+$19.3K
42
减持
NOW
SERVICENOW INC COM
+$19.3K
201
-1%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$16.8K
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW COM
-$16.2K
1,801
-18%
增持
PFE
PFIZER INC COM
+$14.7K
4,073
+10%
清仓
MDB
MONGODB INC CL A
-$13.7K
0
-100%
清仓
SNOW
SNOWFLAKE INC CL A
-$13.5K
0
-100%
建仓
NIXT
RESEARCH AFFILIATES DELETIONS ETF
+$13.2K
500
增持
VEEV
VEEVA SYS INC CL A COM
+$13.2K
301
+10%
建仓
GPT
INTELLIGENT LIVERMORE ETF
+$13.2K
500
增持
CPRT
COPART INC COM
+$12.9K
2,135
+17%
建仓
—
GRAYSCALE BITCOIN MINI TRUST (BTC)
+$11.3K
2,000
减持
DTE
DTE ENERGY CO COM
-$10.6K
882
-21%
建仓
CRVS
CORVUS PHARMACEUTICALS INC COM
+$10.6K
2,000
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$10.4K
13,803
-1%
建仓
NTLA
INTELLIA THERAPEUTICS INC COM
+$10.3K
500
增持
SO
SOUTHERN CO COM
+$8.5K
672
+0%
减持
PANW
PALO ALTO NETWORKS INC COM
-$8.0K
1,764
-2%
减持
—
LINDE PLC SHS
-$7.9K
231
-14%
清仓
EVN
EATON VANCE MUNI INCOME TRUST SH BEN INT
-$7.8K
0
-100%
增持
ARCC
ARES CAPITAL CORP COM
+$7.6K
11,904
+3%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$7.3K
807
-12%
清仓
XMPT
VANECK CEF MUNI INCOME ETF
-$6.6K
0
-100%
建仓
SEG
SEAPORT ENTMT GROUP INC COMMON STOCK
+$5.6K
205
增持
MLM
MARTIN MARIETTA MATLS INC COM
+$5.3K
195
+6%
减持
—
EXXON MOBIL CORP COM
-$5.2K
2,235
-4%
减持
LYV
LIVE NATION ENTERTAINMENT INC COM
+$4.8K
785
-9%
增持
KVUE
KENVUE INC COM
+$4.0K
797
+0%
增持
STWD
STARWOOD PPTY TR INC COM
+$3.9K
2,629
+0%
增持
CVX
CHEVRON CORP NEW COM
-$3.7K
450
+1%
减持
SRE
SEMPRA COM
-$3.1K
1,426
-11%
建仓
ZS
ZSCALER INC COM
+$2.2K
13
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$2.1K
520
+1%
增持
DIS
DISNEY WALT CO COM
-$1.4K
554
+0%
增持
—
UNILEVER PLC SPON ADR NEW
+$879
85
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$800
3,428
+9%
减持
CSGP
COSTAR GROUP INC COM
+$576
500
-0%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$575
70
+3%
增持
BAC
BANK AMERICA CORP COM
-$376
4,522
+0%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$356
116
+1%
增持
CNA
CNA FINL CORP COM
+$349
107
+1%
增持
BXMT
BLACKSTONE MTG TR INC COM CL A
+$286
134
+4%
增持
GSK
GSK PLC SPONSORED ADR
+$217
79
+1%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$215
154
+1%
增持
BP
BP PLC SPONSORED ADR
-$194
52
+4%