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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 83 项
建仓 9
增持 35
减持 23
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$4.6M
5,425
-87%
减持
AMZN
AMAZON COM INC COM
-$2.1M
30,385
-24%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.7M
22,338
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。
+5%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.1M
62,254
+8%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$993.5K
160
-92%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$940.5K
49,365
+4%
减持
COST
COSTCO WHSL CORP NEW COM
-$813.2K
1,316
-36%
增持
OAKM
OAKMARK U.S. LARGE CAP ETF
+$522.4K
152,478
+10%
减持
AAPL
APPLE INC COM
-$513.9K
36,397
-24%
减持
IVV
ISHARES CORE S&P 500 ETF
-$435.2K
13
-98%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$300.2K
9,848
+3%
增持
MSFT
MICROSOFT CORP COM
+$292.0K
13,068
+0%
清仓
—
INTERPUBLIC GROUP COS INC COM
-$238.3K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$192.2K
2,962
+6%
增持
—
CRISPR THERAPEUTICS AG NAMEN AKT
+$189.6K
3,300
+560%
清仓
DDOG
DATADOG INC CL A COM
-$145.3K
0
-100%
减持
COF
CAPITAL ONE FINL CORP COM
-$126.0K
2,425
-20%
增持
CRM
SALESFORCE INC COM
+$118.4K
2,734
+41%
增持
AVGO
BROADCOM INC COM
+$117.6K
2,091
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$111.8K
2,484
-33%
减持
GM
GENERAL MTRS CO COM
-$107.4K
5,597
-39%
增持
META
META PLATFORMS INC CL A
+$104.8K
5,368
+3%
增持
ORCL
ORACLE CORP COM
+$104.0K
1,032
+21%
清仓
NVDU
DIREXION DAILY NVDA BULL 2X SHARES
-$99.0K
0
-100%
建仓
SOUN
SOUNDHOUND AI INC CLASS A COM
+$96.5K
6,000
清仓
SHM
SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
-$95.7K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$95.5K
200
-60%
清仓
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
-$84.8K
0
-100%
清仓
DURA
VANECK DURABLE HIGH DIVIDEND ETF
-$83.2K
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC COM CL A
+$71.6K
500
增持
IONQ
IONQ INC COM
+$71.4K
1,300
+550%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$71.0K
1,638
+20%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$66.6K
6,867
-14%
增持
KDP
KEURIG DR PEPPER INC COM
+$65.4K
10,870
+70%
清仓
APO
APOLLO GLOBAL MGMT INC COM
-$64.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO COM
-$63.9K
36
-92%
建仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$59.4K
400
减持
IDXX
IDEXX LABS INC COM
-$58.4K
189
-43%
增持
SNOW
SNOWFLAKE INC COM SHS
+$57.3K
651
+63%
增持
XOVR
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF
+$56.6K
3,221
+437%
清仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$53.8K
0
-100%
减持
SBUX
STARBUCKS CORP COM
-$53.7K
800
-40%
清仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$53.6K
0
-100%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$48.0K
235
+5%
减持
PEP
PEPSICO INC COM
-$45.8K
830
-33%
建仓
—
NEBIUS GROUP N.V. SHS CLASS A
+$44.9K
400
清仓
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$39.8K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC COM
-$38.8K
0
-100%
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$37.8K
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVSC INC COM
-$36.3K
0
-100%
增持
WTFC
WINTRUST FINL CORP COM
+$36.2K
4,237
+0%
建仓
CAVA
CAVA GROUP INC COM
+$33.2K
550
减持
HD
HOME DEPOT INC COM
-$32.8K
100
-50%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$32.3K
397
+18%
减持
INTU
INTUIT COM
-$31.3K
231
-4%
建仓
GLIBK
GCI LIBERTY INC COM SER C
+$30.7K
823
增持
VEEV
VEEVA SYS INC CL A COM
+$25.6K
379
+25%
建仓
MNTN
MNTN INC CL A
+$18.6K
1,000
增持
TYL
TYLER TECHNOLOGIES INC COM
+$18.2K
224
+34%
减持
JNJ
JOHNSON & JOHNSON COM
-$16.1K
1,985
-21%
减持
CL
COLGATE PALMOLIVE CO COM
-$14.4K
400
-22%
建仓
APP
APPLOVIN CORP COM CL A
+$14.4K
20
增持
CRWV
COREWEAVE INC COM CL A
+$14.3K
700
+40%
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$12.8K
0
-100%
增持
CPRT
COPART INC COM
+$11.8K
2,326
+23%
减持
MA
MASTERCARD INCORPORATED CL A
-$11.6K
1,008
-3%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$9.5K
1,518
-11%
增持
HDB
HDFC BANK LTD SPONSORED ADS
-$8.9K
2,134
+100%
增持
NOW
SERVICENOW INC COM
-$7.9K
169
+6%
建仓
SE
SEA LTD SPONSORD ADS
+$7.9K
44
减持
—
LINDE PLC SHS
-$7.8K
190
-9%
增持
MCD
MCDONALDS CORP COM
+$6.4K
502
+0%
减持
LYV
LIVE NATION ENTERTAINMENT INC COM
-$5.3K
715
-11%
增持
CVX
CHEVRON CORP NEW COM
+$4.8K
380
+1%
增持
DIS
DISNEY WALT CO COM
-$4.6K
509
+0%
清仓
ZS
ZSCALER INC COM
-$4.1K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$3.7K
733
+0%
清仓
AESI
ATLAS ENERGY SOLUTIONS INC COM NEW
-$3.5K
0
-100%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$3.1K
1,580
+0%
增持
BHP
BHP GROUP LTD SPONSORED ADS
+$440
51
+2%
增持
BP
BP PLC SPONSORED ADR
+$272
55
+2%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$230
159
+1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$228
217
+1%