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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 120 项
建仓 17
增持 39
减持 45
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
NKE
NIKE INC CL B
-$16.1M
912
-100%
减持
AAPL
APPLE INC COM
-$4.1M
47,676
-24%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$2.1M
41,071
-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
NVDA
NVIDIA CORPORATION COM
+$2.0M
38,259
+3%
增持
MSFT
MICROSOFT CORP COM
+$1.7M
13,021
+3%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.5M
47,452
+13%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.4M
57,384
+18%
减持
AMZN
AMAZON COM INC COM
+$1.1M
40,147
-1%
减持
META
META PLATFORMS INC CL A
+$769.5K
5,199
-2%
清仓
QID
PROSHARES ULTRASHORT QQQ
-$666.6K
0
-100%
增持
OAKM
OAKMARK U.S. LARGE CAP ETF
+$558.9K
138,666
+13%
增持
IVV
ISHARES CORE S&P 500 ETF
+$436.7K
715
+5400%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$419.2K
21,207
-1%
建仓
MPC
MARATHON PETE CORP COM
+$397.0K
2,390
减持
PSX
PHILLIPS 66 COM
-$374.5K
95
-97%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$293.8K
2,804
+36%
减持
PAYC
PAYCOM SOFTWARE INC COM
-$231.1K
795
-58%
建仓
BALL
BALL CORP COM
+$224.4K
4,000
增持
NFLX
NETFLIX INC COM
+$216.5K
303
+49%
清仓
HHH
HOWARD HUGHES HOLDINGS INC COM
-$208.2K
0
-100%
建仓
BDX
BECTON DICKINSON & CO COM
+$203.1K
1,179
建仓
—
ICON PLC SHS
+$200.7K
1,380
减持
AVGO
BROADCOM INC COM
+$195.4K
2,076
-8%
建仓
CAT
CATERPILLAR INC COM
+$174.7K
450
清仓
PYPL
PAYPAL HLDGS INC COM
-$163.1K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$162.9K
0
-100%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$151.7K
7,967
+18%
减持
BAC
BANK AMERICA CORP COM
-$141.2K
1,003
-78%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$139.8K
1,367
+159%
增持
UBER
UBER TECHNOLOGIES INC COM
+$139.0K
2,524
+91%
增持
—
SEALED AIR CORP NEW COM
+$124.8K
12,610
+37%
增持
ORCL
ORACLE CORP COM
+$116.4K
852
+70%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$112.7K
10
-98%
清仓
GDDY
GODADDY INC CL A
-$112.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$106.7K
2,052
+1%
减持
DASH
DOORDASH INC CL A
-$103.7K
953
-49%
清仓
NLY
ANNALY CAPITAL MANAGEMENT INC COM NEW
-$95.6K
0
-100%
建仓
SNOW
SNOWFLAKE INC CL A
+$89.5K
400
增持
BX
BLACKSTONE INC COM
+$88.1K
1,233
+79%
建仓
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
+$84.8K
1,040
建仓
CRWV
COREWEAVE INC COM CL A
+$81.5K
500
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$74.9K
224
-42%
增持
NVDU
DIREXION DAILY NVDA BULL 2X SHARES
+$73.1K
1,000
+103%
建仓
MO
ALTRIA GROUP INC COM
+$71.5K
1,220
清仓
—
DIAMOND HILL INVT GROUP INC COM NEW
-$71.4K
0
-100%
减持
CPRT
COPART INC COM
-$67.8K
1,892
-33%
增持
FWONK
LIBERTY MEDIA CORP DEL COM LBTY ONE S C
+$62.4K
1,200
+71%
建仓
RDDT
REDDIT INC CL A
+$60.2K
400
增持
MTN
VAIL RESORTS INC COM
+$57.1K
2,665
+18%
减持
ABBV
ABBVIE INC COM
-$56.9K
827
-18%
建仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$53.8K
1,417
建仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$53.6K
560
增持
DDOG
DATADOG INC CL A COM
+$52.9K
1,082
+16%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$52.3K
336
+12%
增持
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$52.3K
1,400
+250%
增持
IDXX
IDEXX LABS INC COM
+$51.9K
334
+10%
增持
WTFC
WINTRUST FINL CORP COM
+$49.1K
4,234
+0%
增持
MA
MASTERCARD INCORPORATED CL A
+$48.4K
1,041
+6%
减持
ARCC
ARES CAPITAL CORP COM
-$47.7K
11,261
-15%
增持
SPY
SPDR S&P 500 ETF TRUST
+$46.0K
782
+0%
增持
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A
+$44.8K
3,200
+300%
清仓
JLL
JONES LANG LASALLE INC COM
-$41.4K
0
-100%
减持
DHS
WISDOMTREE U.S. HIGH DIVIDEND FUND
-$41.3K
972
-28%
建仓
PM
PHILIP MORRIS INTL INC COM
+$40.1K
220
建仓
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
+$39.8K
400
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$37.8K
412
清仓
—
ACCENTURE PLC IRELAND SHS CLASS A
-$36.2K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$36.0K
504
-36%
增持
MNST
MONSTER BEVERAGE CORP NEW COM
+$34.1K
1,538
+45%
减持
CRM
SALESFORCE INC COM
-$32.9K
1,942
-7%
减持
CVX
CHEVRON CORP NEW COM
-$32.5K
378
-27%
减持
INTU
INTUIT COM
+$32.5K
240
-6%
减持
PANW
PALO ALTO NETWORKS INC COM
-$32.0K
2,220
-22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$31.2K
9,574
+10%
减持
LRCX
LAM RESEARCH CORP COM NEW
-$28.4K
891
-44%
增持
CG
CARLYLE GROUP INC COM
+$26.6K
3,356
+0%
减持
KO
COCA COLA CO COM
-$24.4K
749
-31%
增持
A
AGILENT TECHNOLOGIES INC COM
+$24.4K
1,072
+23%
减持
MCD
MCDONALDS CORP COM
-$22.9K
500
-8%
清仓
OKTA
OKTA INC CL A
-$21.0K
0
-100%
减持
SO
SOUTHERN CO COM
-$20.6K
665
-25%
清仓
BATRK
ATLANTA BRAVES HLDGS INC COM SER C
-$20.2K
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT
-$19.0K
887
-46%
减持
CME
CME GROUP INC COM
-$17.9K
141
-34%
增持
TYL
TYLER TECHNOLOGIES INC COM
+$17.6K
167
+19%
减持
—
EXXON MOBIL CORP COM
-$14.9K
732
-7%
减持
MRK
MERCK & CO INC COM
-$14.4K
263
-33%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$13.6K
20,465
-1%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$12.8K
225
增持
TRU
TRANSUNION COM
+$12.4K
1,387
+5%
减持
UNP
UNION PAC CORP COM
-$11.7K
285
-13%
减持
PG
PROCTER AND GAMBLE CO COM
-$11.3K
436
-8%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A
-$11.0K
15
-95%
减持
—
CRISPR THERAPEUTICS AG NAMEN AKT
-$9.7K
500
-50%
减持
JPM
JPMORGAN CHASE & CO. COM
+$9.4K
1,146
-13%
增持
V
VISA INC COM CL A
+$9.3K
1,979
+0%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
-$9.2K
1,710
+1400%
减持
STWD
STARWOOD PPTY TR INC COM
-$9.1K
2,139
-19%
减持
WFC
WELLS FARGO CO NEW COM
+$9.0K
6,050
-9%
减持
LYV
LIVE NATION ENTERTAINMENT INC COM
+$8.9K
807
-7%
清仓
MDB
MONGODB INC CL A
-$8.8K
0
-100%
减持
USB
US BANCORP DEL COM NEW
+$7.5K
6,703
-4%
减持
ARKG
ARK GENOMIC REVOLUTION ETF
-$6.2K
10
-97%
清仓
BATRA
ATLANTA BRAVES HLDGS INC COM SER A
-$6.1K
0
-100%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
-$4.7K
0
-100%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$4.2K
1,060
-14%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$3.7K
1,575
+0%
清仓
KMB
KIMBERLY-CLARK CORP COM
-$3.7K
0
-100%
清仓
NTLA
INTELLIA THERAPEUTICS INC COM
-$3.6K
0
-100%
建仓
AESI
ATLAS ENERGY SOLUTIONS INC COM NEW
+$3.5K
265
清仓
—
LIBERTY MEDIA CORP DEL COM LBTY LIV S C
-$2.0K
0
-100%
清仓
—
TRAEGER INC COMMON STOCK
-$1.7K
0
-100%
减持
ABT
ABBOTT LABS COM
-$986
1,562
-3%
清仓
—
LIBERTY MEDIA CORP DEL COM LBTY LIV S A
-$941
0
-100%
减持
LMT
LOCKHEED MARTIN CORP COM
-$870
110
-5%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$585
239
+0%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$254
214
+1%
减持
KKR
KKR & CO INC COM
-$203
287
-14%
增持
BP
BP PLC SPONSORED ADR
-$180
54
+2%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$28
157
+1%
