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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 92 项
建仓 6
增持 37
减持 33
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
NKE
NIKE INC CL B
-$7.1M
255,288
-17%
增持
OAKM
OAKMARK U.S. LARGE CAP ETF
+$2.4M
122,783
+353%
减持
AAPL
APPLE INC COM
-$1.8M
62,328
-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
NVDA
NVIDIA CORPORATION COM
-$1.3M
37,036
-7%
减持
AMZN
AMAZON COM INC COM
-$1.3M
40,430
-1%
清仓
TSLA
TESLA INC COM
-$1.3M
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$756.9K
21,457
-0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$706.5K
18,798
-2%
减持
MSFT
MICROSOFT CORP COM
-$672.6K
12,680
-2%
增持
QID
PROSHARES ULTRASHORT QQQ
+$601.2K
17,500
+775%
增持
SYY
SYSCO CORP COM
+$303.3K
5,810
+235%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$299.2K
300
-67%
减持
FISV
FISERV INC COM
-$252.5K
877
-60%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$219.8K
41,671
-16%
清仓
ALAB
ASTERA LABS INC COM
-$211.9K
0
-100%
减持
ORCL
ORACLE CORP COM
-$185.2K
500
-67%
建仓
GLD
SPDR GOLD SHARES
+$172.9K
600
减持
UBER
UBER TECHNOLOGIES INC COM
-$155.1K
1,324
-68%
减持
WMT
WALMART INC COM
-$150.1K
5,142
-23%
减持
CRM
SALESFORCE INC COM
-$149.0K
2,096
-2%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$137.6K
527
-67%
减持
WFC
WELLS FARGO CO NEW COM
-$126.3K
6,626
-23%
清仓
CMI
CUMMINS INC COM
-$124.5K
0
-100%
增持
AVGO
BROADCOM INC COM
+$120.7K
2,251
+104%
清仓
TTD
THE TRADE DESK INC COM CL A
-$117.5K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$111.0K
208
-73%
减持
PANW
PALO ALTO NETWORKS INC COM
-$107.2K
2,850
-13%
减持
META
META PLATFORMS INC CL A
-$94.9K
5,323
-1%
清仓
—
FABRINET SHS
-$91.5K
0
-100%
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$91.4K
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$90.3K
42,178
-0%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$89.3K
5,673
+2%
增持
KDP
KEURIG DR PEPPER INC COM
+$87.7K
6,410
+56%
增持
PSX
PHILLIPS 66 COM
+$85.7K
3,125
+19%
清仓
SHOP
SHOPIFY INC CL A
-$85.1K
0
-100%
减持
PAYC
PAYCOM SOFTWARE INC COM
-$83.0K
1,900
-22%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$81.4K
2,056
+56%
建仓
TYL
TYLER TECHNOLOGIES INC COM
+$81.4K
140
减持
MA
MASTERCARD INCORPORATED CL A
-$80.3K
979
-16%
清仓
FRPT
FRESHPET INC COM
-$78.9K
0
-100%
清仓
TXN
TEXAS INSTRS INC COM
-$72.2K
0
-100%
增持
MTN
VAIL RESORTS INC COM
+$71.1K
2,260
+46%
增持
COST
COSTCO WHSL CORP NEW COM
+$70.1K
2,035
+1%
减持
COF
CAPITAL ONE FINL CORP COM
-$69.3K
3,015
-12%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$67.8K
48,712
+0%
减持
V
VISA INC COM CL A
+$65.6K
1,978
-0%
减持
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A
-$61.9K
800
-27%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$54.9K
116
-55%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$54.6K
2,020
-25%
增持
WTFC
WINTRUST FINL CORP COM
-$51.5K
4,231
+0%
增持
ABNB
AIRBNB INC COM CL A
+$50.5K
1,534
+52%
清仓
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
-$50.4K
0
-100%
减持
WST
WEST PHARMACEUTICAL SVSC INC COM
-$47.7K
166
-36%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$46.9K
455
-31%
增持
IDXX
IDEXX LABS INC COM
+$43.7K
303
+50%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$43.5K
114
+13%
建仓
JLL
JONES LANG LASALLE INC COM
+$41.4K
167
增持
NOW
SERVICENOW INC COM
-$40.9K
159
+1%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$40.3K
384
+24%
减持
MLM
MARTIN MARIETTA MATLS INC COM
-$40.1K
143
-32%
建仓
PDI
PIMCO DYNAMIC INCOME FD SHS
+$39.6K
2,000
增持
WEN
WENDYS CO COM
+$37.2K
13,055
+38%
减持
CG
CARLYLE GROUP INC COM
-$36.5K
3,347
-7%
建仓
NVDU
DIREXION DAILY NVDA BULL 2X SHARES
+$25.9K
492
清仓
ARKK
ARK INNOVATION ETF
-$25.4K
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW COM
-$22.7K
1,063
-34%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$19.7K
3,724
+9%
增持
SPY
SPDR S&P 500 ETF TRUST
+$18.1K
781
+9%
增持
DDOG
DATADOG INC CL A COM
+$15.4K
932
+73%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$14.9K
2,500
+25%
增持
MCD
MCDONALDS CORP COM
+$12.7K
541
+0%
增持
CVX
CHEVRON CORP NEW COM
+$11.8K
518
+0%
建仓
XOVR
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF
+$9.6K
600
减持
VEEV
VEEVA SYS INC CL A COM
-$9.1K
303
-20%
增持
—
EXXON MOBIL CORP COM
+$9.1K
789
+0%
增持
CPRT
COPART INC COM
+$7.7K
2,838
+6%
增持
DIS
DISNEY WALT CO COM
-$6.1K
507
+1%
清仓
SEG
SEAPORT ENTMT GROUP INC COMMON STOCK
-$5.7K
0
-100%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$1.7K
1,570
+0%
清仓
TMUS
T-MOBILE US INC COM
-$1.6K
0
-100%
增持
INTU
INTUIT COM
+$1.3K
255
+3%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$1.1K
0
-100%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$817
1,584
+0%
增持
A
AGILENT TECHNOLOGIES INC COM
+$294
873
+15%
增持
BP
BP PLC SPONSORED ADR
+$247
53
+2%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$187
212
+0%
增持
—
UNILEVER PLC SPON ADR NEW
+$169
52
+2%
清仓
RXRX
RECURSION PHARMACEUTICALS INC CL A
-$135
0
-100%
清仓
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
-$120
0
-100%
增持
PHO
INVESCO WATER RESOURCES ETF
-$117
101
+1%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$38
156
+1%
增持
BHP
BHP GROUP LTD SPONSORED ADS
+$33
50
+2%
