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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 126 项
建仓 9
增持 28
减持 86
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$1.5M
13,298
-2%
增持
ROE
EA SERIES TRUST
+$857.9K
176,404
+7%
减持
ORCL
ORACLE CORP
+$696.9K
8,909
-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。
增持
GQQQ
EA SERIES TRUST
+$549.1K
101,002
+8%
减持
RSSB
TIDAL TR II
+$487.1K
275,827
-4%
减持
DSTL
ETF SER SOLUTIONS
-$474.9K
4,264
-67%
建仓
IVE
ISHARES TR
+$396.3K
2,028
增持
IVV
ISHARES TR
+$305.3K
2,518
+12%
增持
QUAL
ISHARES TR
+$289.8K
2,989
+99%
建仓
SPYG
SPDR SERIES TRUST
+$288.2K
3,024
建仓
EFV
ISHARES TR
+$287.8K
4,533
清仓
PEP
PEPSICO INC
-$272.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$256.1K
2,354
-10%
增持
DYNF
BLACKROCK ETF TRUST
+$238.6K
8,446
+86%
清仓
MCK
MCKESSON CORP
-$236.2K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$230.4K
968
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$221.0K
27,062
-30%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$219.5K
25,623
-29%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$219.0K
27,188
-29%
建仓
MBB
ISHARES TR
+$214.6K
2,286
建仓
—
TRANE TECHNOLOGIES PLC
+$210.0K
480
清仓
IQDG
WISDOMTREE TR
-$209.9K
0
-100%
减持
META
META PLATFORMS INC
+$209.1K
1,660
-6%
建仓
EMXC
ISHARES INC
+$203.7K
3,226
建仓
IYW
ISHARES TR
+$201.9K
1,165
建仓
VYMI
VANGUARD WHITEHALL FDS
+$201.6K
2,516
减持
BND
VANGUARD BD INDEX FDS
-$168.3K
8,931
-21%
减持
SRLN
SSGA ACTIVE ETF TR
-$161.8K
38,625
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$152.6K
2,945
-5%
减持
BKNG
BOOKING HOLDINGS INC
+$148.6K
188
-8%
减持
AMZN
AMAZON COM INC
+$141.0K
5,161
-1%
增持
AMAT
APPLIED MATLS INC
+$137.0K
2,237
+19%
减持
FYLD
CAMBRIA ETF TR
+$133.3K
104,988
-4%
减持
RSBT
TIDAL TR II
-$127.6K
21,341
-24%
减持
ACIO
ETF SER SOLUTIONS
+$122.2K
63,627
-2%
减持
JNJ
JOHNSON & JOHNSON
-$119.2K
6,319
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$106.4K
1,024
+26%
减持
MCD
MCDONALDS CORP
-$105.0K
4,240
-1%
减持
USXF
ISHARES TR
+$94.9K
13,957
-1%
减持
COWZ
PACER FDS TR
-$92.8K
65,258
-3%
增持
IUSB
ISHARES TR
+$91.8K
10,348
+23%
减持
MA
MASTERCARD INCORPORATED
-$91.5K
1,071
-15%
减持
VTI
VANGUARD INDEX FDS
-$88.1K
2,648
-18%
减持
LCTU
BLACKROCK ETF TRUST
+$87.1K
13,497
-0%
减持
GOOGL
ALPHABET INC
+$85.3K
4,953
-3%
减持
EYLD
CAMBRIA ETF TR
+$84.8K
36,961
-6%
减持
GDE
WISDOMTREE TR
+$84.6K
23,296
-6%
减持
ELV
ELEVANCE HEALTH INC
-$82.5K
1,264
-4%
减持
PG
PROCTER AND GAMBLE CO
-$81.0K
1,973
-15%
增持
KO
COCA COLA CO
+$77.0K
11,062
+12%
减持
DSI
ISHARES TR
+$75.3K
5,717
-1%
减持
DIS
DISNEY WALT CO
+$73.9K
3,767
-5%
减持
PM
PHILIP MORRIS INTL INC
+$71.9K
4,666
-5%
增持
COR
CENCORA INC
+$71.1K
1,352
+12%
减持
PYLD
PIMCO ETF TR
-$66.5K
135,340
-3%
减持
NTSX
WISDOMTREE TR
+$63.9K
16,739
-2%
减持
GD
GENERAL DYNAMICS CORP
+$62.2K
4,131
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$57.5K
1,366
-1%
增持
IQV
IQVIA HLDGS INC
+$56.8K
3,109
+27%
减持
—
EXXON MOBIL CORP
-$53.4K
4,566
-0%
减持
PCMM
BONDBLOXX ETF TRUST
-$53.2K
25,405
-3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$51.6K
8,203
-13%
减持
RIGS
ALPS ETF TR
-$50.2K
33,008
-7%
增持
IVW
ISHARES TR
+$50.0K
2,638
+2%
减持
APD
AIR PRODS & CHEMS INC
-$49.9K
1,039
-11%
减持
GCOW
PACER FDS TR
-$48.8K
14,409
-11%
减持
—
CHECK POINT SOFTWARE TECH LT
-$47.6K
1,599
-9%
减持
VXUS
VANGUARD STAR FDS
-$47.5K
6,981
-18%
减持
GOOG
ALPHABET INC
+$45.3K
2,436
-2%
减持
ESGU
ISHARES TR
+$44.9K
3,515
-1%
减持
CMCSA
COMCAST CORP NEW
-$43.2K
7,038
-12%
减持
AMLP
ALPS ETF TR
-$43.1K
8,194
-4%
减持
SCHW
SCHWAB CHARLES CORP
+$41.9K
8,427
-9%
减持
USFR
WISDOMTREE TR
-$40.2K
7,462
-10%
减持
DDWM
WISDOMTREE TR
-$36.0K
24,641
-11%
减持
RSST
TIDAL TR II
-$35.0K
168,698
-6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$34.0K
16,597
+9%
增持
WFC
WELLS FARGO CO NEW
+$32.8K
3,549
+1%
减持
IMTM
ISHARES TR
+$31.5K
5,908
-1%
减持
ADSK
AUTODESK INC
+$30.4K
943
-6%
减持
XHLF
BONDBLOXX ETF TRUST
-$28.2K
7,514
-7%
减持
ESGE
ISHARES INC
+$27.0K
6,561
-0%
减持
PFLD
ETF SER SOLUTIONS
-$24.9K
18,985
-3%
增持
PTLC
PACER FDS TR
+$24.8K
7,933
+8%
减持
DMXF
ISHARES TR
+$24.8K
3,694
-1%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$23.7K
7,643
-3%
减持
DEO
DIAGEO PLC
-$23.5K
2,917
-4%
减持
SPYM
SPDR SERIES TRUST
-$21.2K
8,733
-12%
增持
COP
CONOCOPHILLIPS
-$21.1K
2,229
+6%
减持
—
UNILEVER PLC
-$19.4K
3,489
-11%
减持
BIZD
VANECK ETF TRUST
-$19.4K
19,141
-3%
增持
BDX
BECTON DICKINSON & CO
-$19.0K
1,335
+23%
减持
EAGG
ISHARES TR
-$17.0K
16,978
-2%
减持
CALF
PACER FDS TR
+$16.3K
33,781
-5%
减持
ARCC
ARES CAPITAL CORP
-$16.0K
14,475
-4%
增持
BINC
BLACKROCK ETF TRUST II
+$15.6K
4,960
+5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$15.0K
6,873
-3%
减持
SIO
TOUCHSTONE ETF TRUST
-$14.3K
71,871
-2%
减持
XEFRX
EATON VANCE SR FLTNG RTE TR
-$14.1K
27,841
-3%
增持
GLDM
WORLD GOLD TR
+$14.0K
3,670
+0%
减持
NVS
NOVARTIS AG
+$13.9K
1,813
-2%
减持
V
VISA INC
-$13.6K
1,853
-3%
增持
CRM
SALESFORCE INC
+$13.5K
1,257
+2%
增持
QCOM
QUALCOMM INC
+$13.4K
2,153
+0%
减持
BNY
BANK NEW YORK MELLON CORP
-$13.1K
2,750
-13%
增持
BP
BP PLC
-$10.8K
7,191
+8%
减持
TRPA
HARTFORD FDS EXCHANGE TRADED
-$10.0K
7,069
-4%
增持
FISV
FISERV INC
-$9.5K
1,396
+23%
减持
QLTA
ISHARES TR
-$8.6K
6,193
-3%
减持
SUSC
ISHARES TR
-$8.6K
29,761
-2%
增持
ADBE
ADOBE INC
+$7.9K
756
+2%
减持
FSK
FS KKR CAP CORP
-$6.8K
13,025
-2%
增持
KMX
CARMAX INC
+$6.7K
7,468
+17%
减持
VYM
VANGUARD WHITEHALL FDS
+$6.6K
2,802
-2%
减持
ECL
ECOLAB INC
+$6.3K
794
-3%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$6.1K
3,212
-3%
减持
HYZD
WISDOMTREE TR
-$6.0K
21,547
-3%
增持
BOXA
EA SERIES TRUST
+$5.0K
4,234
+0%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.6K
4,264
-3%
减持
EUSB
ISHARES TR
-$4.0K
5,778
-2%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$3.0K
31,834
-3%
减持
XRNPX
COHEN & STEERS REIT & PFD &
-$2.7K
14,400
-4%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$2.5K
32,201
-2%
增持
SBUX
STARBUCKS CORP
+$2.4K
3,541
+8%
增持
CARY
ANGEL OAK FUNDS TRUST
+$2.1K
21,054
+0%
减持
CEFS
EXCHANGE LISTED FDS TR
+$1.5K
22,280
-4%
