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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 16
增持 48
减持 32
清仓 54
方向
标的
Δ市值
现股数(环比)
减持
NKE
NIKE INC CL B
-$30.5M
308,138
-49%
增持
AMZN
AMAZON COM INC COM
+$1.4M
41,005
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.4M
49,409
-23%
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
GOOGL
ALPHABET INC CAP STK CL A
+$746.2K
21,527
+7%
建仓
OAKM
OAKMARK U.S. LARGE CAP ETF
+$637.7K
27,126
减持
NVDA
NVIDIA CORPORATION COM
+$427.7K
39,904
-2%
减持
GOOG
ALPHABET INC CAP STK CL C
+$423.7K
19,131
-1%
减持
MSFT
MICROSOFT CORP COM
-$302.1K
12,889
-3%
建仓
MTN
VAIL RESORTS INC COM
+$290.5K
1,550
减持
JNJ
JOHNSON & JOHNSON COM
-$245.0K
2,515
-33%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$239.5K
1,587
-40%
增持
PAYC
PAYCOM SOFTWARE INC COM
+$227.4K
2,430
+50%
增持
GM
GENERAL MTRS CO COM
+$215.6K
9,117
+51%
增持
COF
CAPITAL ONE FINL CORP COM
+$212.3K
3,420
+29%
建仓
ALAB
ASTERA LABS INC COM
+$211.9K
1,600
减持
PG
PROCTER AND GAMBLE CO COM
-$197.3K
474
-70%
增持
PSX
PHILLIPS 66 COM
+$189.1K
2,635
+212%
增持
FISV
FISERV INC COM
+$183.5K
2,172
+49%
减持
—
EXXON MOBIL CORP COM
-$177.2K
788
-65%
增持
V
VISA INC COM CL A
+$173.9K
1,986
+20%
增持
META
META PLATFORMS INC CL A
+$163.9K
5,402
+3%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$155.6K
783
-62%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$149.9K
5,548
+60%
增持
CBRE
CBRE GROUP INC CL A
+$149.7K
3,070
+51%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$139.9K
0
-100%
减持
DURA
VANECK DURABLE HIGH DIVIDEND ETF
-$136.0K
2,550
-60%
清仓
VZ
VERIZON COMMUNICATIONS INC COM
-$134.9K
0
-100%
建仓
ABNB
AIRBNB INC COM CL A
+$132.7K
1,010
建仓
SYY
SYSCO CORP COM
+$132.7K
1,735
增持
CRM
SALESFORCE INC COM
+$132.3K
2,128
+1%
建仓
KDP
KEURIG DR PEPPER INC COM
+$131.7K
4,100
清仓
AEM
AGNICO EAGLE MINES LTD COM
-$129.0K
0
-100%
清仓
VFVA
VANGUARD U.S. VALUE FACTOR ETF
-$128.4K
0
-100%
清仓
DHR
DANAHER CORPORATION COM
-$124.0K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP COM
+$123.1K
5,415
+26%
清仓
MO
ALTRIA GROUP INC COM
-$122.5K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$120.3K
2,705
+54%
清仓
SRE
SEMPRA COM
-$119.3K
0
-100%
增持
C
CITIGROUP INC COM NEW
+$119.1K
3,034
+101%
清仓
PFE
PFIZER INC COM
-$117.9K
0
-100%
增持
AZO
AUTOZONE INC COM
+$116.8K
127
+38%
清仓
IYK
ISHARES U.S. CONSUMER STAPLES ETF
-$116.4K
0
-100%
增持
EOG
EOG RES INC COM
+$115.8K
2,701
+54%
减持
UNP
UNION PAC CORP COM
-$115.6K
327
-58%
清仓
BAX
BAXTER INTL INC COM
-$113.9K
0
-100%
清仓
DTE
DTE ENERGY CO COM
-$113.3K
0
-100%
清仓
NEM
NEWMONT CORP COM
-$112.9K
0
-100%
清仓
ZTS
ZOETIS INC CL A
-$112.1K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC CL B
-$109.9K
0
-100%
清仓
SPGI
S&P GLOBAL INC COM
-$108.0K
0
-100%
清仓
WPM
WHEATON PRECIOUS METALS CORP COM
-$105.8K
0
-100%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$103.8K
20,593
+49%
清仓
SOXX
ISHARES SEMICONDUCTOR ETF
-$103.8K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC COM
-$102.8K
4,170
-12%
增持
USB
US BANCORP DEL COM NEW
+$101.9K
7,007
+37%
清仓
LW
LAMB WESTON HLDGS INC COM
-$96.8K
0
-100%
增持
LBRDK
LIBERTY BROADBAND CORP COM SER C
+$96.2K
4,115
+50%
增持
AVGO
BROADCOM INC COM
+$95.8K
1,105
+19%
减持
TROW
PRICE T ROWE GROUP INC COM
-$95.4K
635
-59%
清仓
—
MEDTRONIC PLC SHS
-$94.2K
0
-100%
增持
—
SEALED AIR CORP NEW COM
+$91.0K
9,220
+52%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$90.3K
42,243
+0%
清仓
BDX
BECTON DICKINSON & CO COM
-$88.5K
0
-100%
清仓
KR
KROGER CO COM
-$86.3K
0
-100%
建仓
SHOP
SHOPIFY INC CL A
+$85.1K
800
建仓
WST
WEST PHARMACEUTICAL SVSC INC COM
+$84.8K
259
建仓
IDXX
IDEXX LABS INC COM
+$83.5K
202
清仓
RIO
RIO TINTO PLC SPONSORED ADR
-$83.2K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS COM
-$82.9K
0
-100%
清仓
CAT
CATERPILLAR INC COM
-$82.5K
0
-100%
清仓
EXC
EXELON CORP COM
-$80.1K
0
-100%
减持
PEP
PEPSICO INC COM
-$77.2K
1,230
-21%
建仓
DDOG
DATADOG INC CL A COM
+$77.0K
539
清仓
GD
GENERAL DYNAMICS CORP COM
-$75.5K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC COM
-$73.8K
0
-100%
减持
AMGN
AMGEN INC COM
-$73.3K
380
-29%
增持
—
INTERPUBLIC GROUP COS INC COM
+$73.0K
9,736
+54%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$72.5K
1,960
-12%
增持
HHH
HOWARD HUGHES HOLDINGS INC COM
+$72.1K
2,811
+51%
清仓
PM
PHILIP MORRIS INTL INC COM
-$69.1K
0
-100%
清仓
SYK
STRYKER CORPORATION COM
-$69.0K
0
-100%
增持
WTFC
WINTRUST FINL CORP COM
+$68.7K
4,229
+0%
增持
DE
DEERE & CO COM
+$67.6K
464
+50%
增持
CMCSA
COMCAST CORP NEW CL A
+$65.9K
6,613
+52%
增持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
+$65.4K
465
+60%
建仓
QID
PROSHARES ULTRASHORT QQQ
+$65.4K
2,000
清仓
TARK
AXS 2X INNOVATION ETF FUND
-$61.7K
0
-100%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$61.6K
309
-7%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$60.1K
902
+2%
清仓
TFC
TRUIST FINL CORP COM
-$55.6K
0
-100%
减持
OKTA
OKTA INC CL A
-$54.3K
200
-79%
增持
MA
MASTERCARD INCORPORATED CL A
+$54.3K
1,172
+3%
清仓
D
DOMINION ENERGY INC COM
-$53.9K
0
-100%
减持
WMT
WALMART INC COM
+$53.8K
6,658
-2%
减持
LMT
LOCKHEED MARTIN CORP COM
-$53.0K
116
-38%
减持
CME
CME GROUP INC COM
-$52.7K
214
-54%
清仓
MMM
3M CO COM
-$50.6K
0
-100%
清仓
LVS
LAS VEGAS SANDS CORP COM
-$48.8K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC SHS
-$44.4K
0
-100%
增持
WEN
WENDYS CO COM
+$43.2K
9,435
+49%
减持
KMB
KIMBERLY-CLARK CORP COM
-$43.0K
26
-92%
清仓
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$42.2K
0
-100%
增持
ARCC
ARES CAPITAL CORP COM
+$42.2K
13,314
+12%
清仓
FE
FIRSTENERGY CORP COM
-$41.9K
0
-100%
清仓
HON
HONEYWELL INTL INC COM
-$41.3K
0
-100%
增持
CPRT
COPART INC COM
+$41.1K
2,665
+25%
增持
CG
CARLYLE GROUP INC COM
+$41.0K
3,613
+10%
清仓
RTX
RTX CORPORATION COM
-$41.0K
0
-100%
减持
TXN
TEXAS INSTRS INC COM
-$40.6K
385
-29%
减持
AAPL
APPLE INC COM
+$39.7K
62,378
-7%
清仓
CSGP
COSTAR GROUP INC COM
-$37.7K
0
-100%
减持
MCD
MCDONALDS CORP COM
-$34.4K
539
-14%
减持
TSLA
TESLA INC COM
+$33.6K
3,097
-33%
清仓
PLD
PROLOGIS INC. COM
-$31.4K
0
-100%
清仓
BA
BOEING CO COM
-$30.4K
0
-100%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$30.1K
259
-24%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$29.6K
48,704
+1%
增持
IQV
IQVIA HLDGS INC COM
+$27.4K
845
+44%
减持
PYPL
PAYPAL HLDGS INC COM
-$27.1K
2,500
-19%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$27.0K
6,767
+0%
增持
LYV
LIVE NATION ENTERTAINMENT INC COM
+$26.3K
867
+10%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
-$24.4K
0
-100%
减持
—
LINDE PLC SHS
-$22.6K
209
-10%
减持
TRU
TRANSUNION COM
-$22.2K
1,321
-4%
清仓
PSA
PUBLIC STORAGE OPER CO COM
-$21.5K
0
-100%
清仓
TGT
TARGET CORP COM
-$21.5K
0
-100%
清仓
ADI
ANALOG DEVICES INC COM
-$21.2K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW COM
-$20.3K
0
-100%
建仓
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
+$20.0K
1,000
清仓
CCI
CROWN CASTLE INC COM
-$19.6K
0
-100%
增持
INTU
INTUIT COM
+$19.2K
247
+13%
清仓
KVUE
KENVUE INC COM
-$18.4K
0
-100%
增持
DHS
WISDOMTREE U.S. HIGH DIVIDEND FUND
+$17.9K
1,357
+17%
建仓
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$16.7K
400
清仓
HCA
HCA HEALTHCARE INC COM
-$16.4K
0
-100%
增持
BX
BLACKSTONE INC COM
+$16.4K
689
+3%
增持
VEEV
VEEVA SYS INC CL A COM
+$16.1K
377
+25%
增持
—
CRISPR THERAPEUTICS AG NAMEN AKT
+$15.9K
1,000
+100%
建仓
RGTI
RIGETTI COMPUTING INC COMMON STOCK
+$15.3K
1,000
清仓
—
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
-$14.3K
0
-100%
增持
ABBV
ABBVIE INC COM
-$13.7K
1,004
+3%
清仓
DOW
DOW INC COM
-$13.5K
0
-100%
清仓
ADBE
ADOBE INC COM
-$12.9K
0
-100%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A
+$12.8K
320
增持
SO
SOUTHERN CO COM
+$12.5K
888
+32%
减持
NOW
SERVICENOW INC COM
-$12.3K
158
-21%
建仓
MDB
MONGODB INC CL A
+$11.6K
50
清仓
—
GRAYSCALE BITCOIN MINI TRUST (BTC)
-$11.3K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC COM
-$9.4K
3,262
+85%
增持
SPY
SPDR S&P 500 ETF TRUST
+$9.1K
715
+0%
