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Oregon Pacific Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Oregon Pacific Wealth Management, LLC
报告期 2026-03-31 · CIK 0002043757
持仓数
105
前50大市值合计
$79.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 130 项
建仓 18
增持 54
减持 45
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
ROE
EA SERIES TRUST
+$4.8M
164,813
减持
DSTL
ETF SER SOLUTIONS
-$4.8M
13,107
-87%
清仓
RSBY
TIDAL TR II
-$2.6M
0
-100%
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。
建仓
ACIO
ETF SER SOLUTIONS
+$2.5M
64,924
清仓
ROMO
STRATEGY SHS
-$2.3M
0
-100%
建仓
GQQQ
EA SERIES TRUST
+$2.2M
93,568
减持
RSBT
TIDAL TR II
-$2.0M
27,936
-81%
清仓
RSSY
TIDAL TR II
-$1.9M
0
-100%
减持
RSST
TIDAL TR II
-$1.5M
179,675
-22%
建仓
PCMM
BONDBLOXX ETF TRUST
+$1.3M
26,201
增持
FYLD
CAMBRIA ETF TR
+$1.3M
109,043
+66%
减持
IVV
ISHARES TR
-$1.2M
2,239
-46%
清仓
HFND
TIDAL ETF TR
-$1.1M
0
-100%
增持
RSSB
TIDAL TR II
+$711.1K
287,766
+11%
增持
PYLD
PIMCO ETF TR
+$641.5K
138,839
+19%
增持
COWZ
PACER FDS TR
+$595.3K
67,358
+23%
增持
MSFT
MICROSOFT CORP
-$542.2K
13,523
+1%
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$467.7K
0
-100%
建仓
BOXA
EA SERIES TRUST
+$432.0K
4,228
建仓
IUSB
ISHARES TR
+$386.6K
8,390
增持
SIO
TOUCHSTONE ETF TRUST
+$386.5K
73,417
+24%
减持
GCOW
PACER FDS TR
-$379.5K
16,114
-44%
减持
CALF
PACER FDS TR
-$364.8K
35,433
-8%
减持
ORCL
ORACLE CORP
-$328.9K
8,947
-6%
建仓
QLTA
ISHARES TR
+$304.9K
6,415
清仓
MUNI
PIMCO ETF TR
-$294.2K
0
-100%
清仓
MBB
ISHARES TR
-$290.1K
0
-100%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$284.3K
32,973
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$259.6K
2,628
+4%
建仓
BINC
BLACKROCK ETF TRUST II
+$246.4K
4,705
建仓
IVW
ISHARES TR
+$240.4K
2,590
建仓
IMTM
ISHARES TR
+$238.5K
5,971
增持
GDE
WISDOMTREE TR
+$237.9K
24,703
+18%
建仓
MCK
MCKESSON CORP
+$236.2K
351
清仓
TACK
CAPITOL SER TR
-$231.9K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$230.3K
4,901
+8%
建仓
GLDM
WORLD GOLD TR
+$226.5K
3,659
建仓
BP
BP PLC
+$226.0K
6,689
清仓
EFG
ISHARES TR
-$222.5K
0
-100%
建仓
DYNF
BLACKROCK ETF TRUST
+$221.4K
4,540
建仓
COP
CONOCOPHILLIPS
+$221.2K
2,106
清仓
XTWO
BONDBLOXX ETF TRUST
-$216.4K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$215.4K
0
-100%
建仓
IQDG
WISDOMTREE TR
+$209.9K
5,884
建仓
ECL
ECOLAB INC
+$207.6K
819
清仓
MINO
PIMCO ETF TR
-$206.6K
0
-100%
建仓
NVS
NOVARTIS AG
+$205.5K
1,843
增持
EAGG
ISHARES TR
+$204.0K
17,358
+30%
减持
SPYM
SPDR SER TR
-$201.5K
9,975
-20%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$200.7K
0
-100%
减持
—
UNILEVER PLC
-$175.3K
3,910
-46%
减持
DMXF
ISHARES TR
-$175.0K
3,715
-44%
增持
EYLD
CAMBRIA ETF TR
+$166.0K
39,376
+14%
减持
AMZN
AMAZON COM INC
-$160.1K
5,210
-1%
增持
RIGS
ALPS ETF TR
+$159.6K
35,409
+24%
减持
AAPL
APPLE INC
-$156.5K
4,831
-2%
减持
JNJ
JOHNSON & JOHNSON
+$135.9K
6,539
-0%
减持
XHLF
BONDBLOXX ETF TRUST
-$131.0K
8,072
-25%
增持
MCD
MCDONALDS CORP
+$114.7K
4,302
+1%
增持
ESGU
ISHARES TR
+$110.6K
3,533
+42%
增持
GOOGL
ALPHABET INC
-$109.5K
5,093
+7%
减持
GOOG
ALPHABET INC
-$99.7K
2,476
-3%
减持
KO
COCA COLA CO
+$91.2K
9,853
-0%
减持
META
META PLATFORMS INC
-$82.3K
1,763
-6%
增持
PG
PROCTER AND GAMBLE CO
+$68.5K
2,320
+19%
减持
VTI
VANGUARD INDEX FDS
-$61.7K
3,249
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$59.3K
3,099
+7%
减持
—
CHECK POINT SOFTWARE TECH LT
+$56.9K
1,761
-5%
减持
COR
CENCORA INC
+$53.0K
1,202
-4%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$52.2K
38,425
+7%
减持
SCHZ
SCHWAB STRATEGIC TR
-$51.6K
15,187
-15%
减持
V
VISA INC
+$48.6K
1,916
-3%
增持
AMAT
APPLIED MATLS INC
+$47.9K
1,878
+36%
减持
—
EXXON MOBIL CORP
+$47.4K
4,588
-1%
减持
USFR
WISDOMTREE TR
-$46.5K
8,257
-10%
增持
CRM
SALESFORCE INC
-$45.5K
1,227
+9%
增持
BNY
BANK NEW YORK MELLON CORP
+$44.6K
3,143
+10%
增持
SRLN
SSGA ACTIVE ETF TR
+$43.6K
42,992
+4%
增持
LCTU
BLACKROCK ETF TRUST
-$42.6K
13,545
+0%
减持
ELV
ELEVANCE HEALTH INC
+$42.6K
1,320
-8%
增持
AMLP
ALPS ETF TR
+$39.1K
8,538
+2%
减持
SCHW
SCHWAB CHARLES CORP
+$39.1K
9,287
-0%
增持
IQV
IQVIA HLDGS INC
-$37.1K
2,457
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$36.7K
1,380
+10%
减持
DDWM
WISDOMTREE TR
+$35.6K
27,543
-3%
增持
ADBE
ADOBE INC
-$35.6K
742
+3%
增持
XRNPX
COHEN & STEERS REIT & PFD &
+$28.4K
14,981
+4%
增持
DIS
DISNEY WALT CO
-$27.8K
3,984
+5%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$26.6K
7,897
+7%
增持
DEO
DIAGEO PLC
-$25.8K
3,031
+12%
增持
DSI
ISHARES TR
-$24.3K
5,749
+3%
减持
PGR
PROGRESSIVE CORP
+$23.1K
930
-7%
减持
MA
MASTERCARD INCORPORATED
+$23.0K
1,265
-1%
增持
ADSK
AUTODESK INC
-$22.5K
999
+4%
减持
VXUS
VANGUARD STAR FDS
+$21.9K
8,531
-1%
增持
CARY
ANGEL OAK FUNDS TRUST
+$21.2K
20,991
+4%
增持
WFC
WELLS FARGO CO NEW
+$20.5K
3,504
+7%
增持
CEFS
EXCHANGE LISTED FDS TR
+$18.5K
23,162
+4%
减持
PTLC
PACER FDS TR
-$18.3K
7,344
-1%
增持
KMX
CARMAX INC
+$18.2K
6,356
+9%
减持
QUAL
ISHARES TR
-$18.1K
1,502
-3%
减持
SBUX
STARBUCKS CORP
-$17.4K
3,283
-12%
减持
GD
GENERAL DYNAMICS CORP
+$17.3K
4,192
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$15.9K
7,100
+5%
增持
BIZD
VANECK ETF TRUST
+$13.1K
19,749
+3%
增持
USXF
ISHARES TR
-$12.8K
14,094
+5%
增持
HYZD
WISDOMTREE TR
+$12.7K
22,312
+4%
增持
ARCC
ARES CAPITAL CORP
+$12.6K
15,068
+3%
增持
TRPA
HARTFORD FDS EXCHANGE TRADED
+$10.7K
7,334
+4%
增持
BKNG
BOOKING HOLDINGS INC
+$10.7K
204
+9%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$10.2K
9,375
-2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$10.1K
38,484
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$9.8K
2,845
-4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$9.6K
36,235
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$9.5K
4,391
+4%
减持
BND
VANGUARD BD INDEX FDS
+$9.3K
11,244
-1%
减持
QCOM
QUALCOMM INC
-$8.6K
2,145
-3%
减持
CMCSA
COMCAST CORP NEW
-$8.6K
7,979
-1%
减持
FISV
FISERV INC
+$8.2K
1,133
-4%
增持
APD
AIR PRODS & CHEMS INC
+$8.0K
1,163
+1%
增持
NTSX
WISDOMTREE TR
+$7.8K
17,083
+4%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
-$7.1K
28,698
+2%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$6.2K
3,314
-4%
增持
PFLD
ETF SER SOLUTIONS
+$5.2K
19,665
+3%
增持
BDX
BECTON DICKINSON & CO
+$5.1K
1,087
+1%
减持
ESGE
ISHARES INC
+$3.4K
6,582
-3%
减持
EUSB
ISHARES TR
-$2.0K
5,902
-3%
减持
SUSC
ISHARES TR
+$1.9K
30,352
-1%
增持
PEP
PEPSICO INC
-$1.7K
1,820
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.4K
813
-3%
