小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 149 项
建仓 26
增持 47
减持 58
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
SPDW
SPDR INDEX SHS FDS
+$6.6M
153,235
建仓
AGGA
EA SERIES TRUST
+$4.8M
189,187
减持
RSSB
TIDAL TR II
-$3.9M
118,233
-57%
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
+$3.8M
222,047
+120%
减持
RSST
TIDAL TR II
-$3.6M
12,908
-92%
减持
PYLD
PIMCO ETF TR
-$3.2M
14,866
-89%
建仓
SPTI
SPDR SERIES TRUST
+$3.1M
108,233
清仓
FYLD
CAMBRIA ETF TR
-$3.1M
0
-100%
建仓
DMBS
DOUBLELINE ETF TRUST
+$3.0M
60,174
建仓
PPI
INVESTMENT MANAGERS SER TR I
+$2.8M
152,461
建仓
IEMG
ISHARES INC
+$2.8M
41,734
清仓
ACIO
ETF SER SOLUTIONS
-$2.6M
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$2.2M
36,041
+313%
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$2.1M
0
-100%
清仓
SIO
TOUCHSTONE ETF TRUST
-$1.9M
0
-100%
减持
COWZ
PACER FDS TR
-$1.7M
33,596
-49%
建仓
SPTL
SPDR SERIES TRUST
+$1.6M
59,532
建仓
HFGM
TIDAL TRUST I
+$1.6M
50,415
清仓
CALF
PACER FDS TR
-$1.3M
0
-100%
清仓
EYLD
CAMBRIA ETF TR
-$1.3M
0
-100%
清仓
PCMM
BONDBLOXX ETF TRUST
-$1.3M
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.2M
10,731
-72%
清仓
GDE
WISDOMTREE TR
-$1.1M
0
-100%
建仓
USMV
ISHARES TR
+$1.0M
11,019
建仓
RTRE
COLLABORATIVE INVESTMNT SER
+$945.4K
37,213
建仓
SPIB
SPDR SERIES TRUST
+$904.1K
26,677
清仓
RIGS
ALPS ETF TR
-$767.6K
0
-100%
减持
DDWM
WISDOMTREE TR
-$661.8K
7,546
-69%
增持
ROE
EA SERIES TRUST
+$626.2K
182,455
+3%
建仓
MUNI
PIMCO ETF TR
+$606.3K
11,597
增持
MSFT
MICROSOFT CORP
+$604.1K
13,937
+5%
清仓
GCOW
PACER FDS TR
-$547.1K
0
-100%
减持
IVV
ISHARES TR
-$457.1K
1,653
-34%
增持
VTEB
VANGUARD MUN BD FDS
+$439.5K
23,986
+54%
清仓
CARY
ANGEL OAK FUNDS TRUST
-$437.9K
0
-100%
清仓
BOXA
EA SERIES TRUST
-$436.9K
0
-100%
清仓
RSBT
TIDAL TR II
-$345.9K
0
-100%
建仓
HD
HOME DEPOT INC
+$342.4K
845
减持
GOOGL
ALPHABET INC
+$324.9K
4,927
-1%
建仓
HFND
TIDAL TRUST I
+$317.7K
13,457
建仓
MUB
ISHARES TR
+$279.7K
2,627
清仓
FSK
FS KKR CAP CORP
-$270.3K
0
-100%
增持
QUAL
ISHARES TR
+$257.4K
4,133
+38%
建仓
MOH
MOLINA HEALTHCARE INC
+$254.7K
1,331
清仓
FISV
FISERV INC
-$240.7K
0
-100%
建仓
CW
CURTISS WRIGHT CORP
+$237.3K
437
清仓
DSTL
ETF SER SOLUTIONS
-$236.0K
0
-100%
建仓
HMOP
HARTFORD FDS EXCHANGE TRADED
+$233.8K
6,000
增持
GLDM
WORLD GOLD TR
+$229.3K
6,145
+67%
减持
ORCL
ORACLE CORP
+$228.5K
7,738
-13%
建仓
MAS
MASCO CORP
+$226.5K
3,218
建仓
EXEL
EXELIXIS INC
+$225.8K
5,468
建仓
HQY
HEALTHEQUITY INC
+$220.8K
2,330
建仓
BAC
BANK AMERICA CORP
+$216.6K
4,198
清仓
MBB
ISHARES TR
-$214.6K
0
-100%
建仓
—
MEDTRONIC PLC
+$214.6K
2,253
建仓
GILD
GILEAD SCIENCES INC
+$212.2K
1,912
建仓
LCTD
BLACKROCK ETF TRUST
+$204.0K
3,828
减持
GD
GENERAL DYNAMICS CORP
+$200.8K
4,122
-0%
增持
DYNF
BLACKROCK ETF TRUST
+$196.0K
11,081
+31%
减持
AAPL
APPLE INC
+$172.7K
4,571
-5%
增持
SPYG
SPDR SERIES TRUST
+$145.2K
4,147
+37%
增持
KMX
CARMAX INC
-$141.1K
8,042
+8%
建仓
PML
PIMCO MUN INCOME FD II
+$131.0K
16,566
增持
IUSB
ISHARES TR
+$127.7K
12,975
+25%
增持
COR
CENCORA INC
+$124.3K
1,695
+25%
清仓
—
PIMCO MUN INCOME FD III
-$123.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$120.4K
5,855
-7%
增持
IVE
ISHARES TR
+$117.3K
2,487
+23%
减持
GOOG
ALPHABET INC
+$114.6K
2,245
-8%
减持
IQV
IQVIA HLDGS INC
+$92.8K
3,068
-1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$79.3K
6,607
-19%
减持
BKNG
BOOKING HOLDINGS INC
-$78.7K
187
-1%
增持
PM
PHILIP MORRIS INTL INC
-$75.0K
4,777
+2%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$74.4K
23,060
-28%
减持
META
META PLATFORMS INC
-$69.3K
1,574
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$54.5K
1,083
+6%
减持
LCTU
BLACKROCK ETF TRUST
+$47.5K
13,164
-2%
减持
APD
AIR PRODS & CHEMS INC
-$45.7K
907
-13%
减持
PGR
PROGRESSIVE CORP
-$41.0K
839
-10%
增持
BINC
BLACKROCK ETF TRUST II
+$39.9K
5,673
+14%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$37.0K
23,823
-7%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$35.8K
25,163
-7%
减持
USXF
ISHARES TR
-$33.9K
12,542
-10%
增持
BDX
BECTON DICKINSON & CO
+$33.6K
1,408
+5%
减持
JPM
JPMORGAN CHASE & CO.
+$32.7K
1,359
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$31.7K
15,083
-9%
增持
AMZN
AMAZON COM INC
+$31.2K
5,299
+3%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$31.0K
25,549
-6%
增持
DIS
DISNEY WALT CO
-$30.4K
3,814
+1%
减持
CMCSA
COMCAST CORP NEW
-$30.2K
7,033
-0%
减持
DSI
ISHARES TR
+$29.5K
5,507
-4%
减持
SCHW
SCHWAB CHARLES CORP
+$29.0K
8,357
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$28.9K
2,332
-1%
减持
VTI
VANGUARD INDEX FDS
+$28.7K
2,540
-4%
减持
ARCC
ARES CAPITAL CORP
-$28.4K
14,184
-2%
增持
—
EXXON MOBIL CORP
+$27.9K
4,613
+1%
减持
BP
BP PLC
+$26.7K
7,021
-2%
减持
IVW
ISHARES TR
+$26.3K
2,624
-1%
增持
MA
MASTERCARD INCORPORATED
+$26.1K
1,104
+3%
减持
ESGU
ISHARES TR
+$24.3K
3,433
-2%
增持
BIZD
VANECK ETF TRUST
-$24.1K
19,244
+1%
增持
EFV
ISHARES TR
+$23.7K
4,591
+1%
增持
QCOM
QUALCOMM INC
+$23.1K
2,200
+2%
增持
WFC
WELLS FARGO CO NEW
+$22.2K
3,657
+3%
减持
NTSX
WISDOMTREE TR
+$21.5K
15,939
-5%
减持
AMAT
APPLIED MATLS INC
+$21.0K
2,103
-6%
增持
ELV
ELEVANCE HEALTH INC
-$20.5K
1,458
+15%
减持
VYM
VANGUARD WHITEHALL FDS
+$19.6K
2,789
-0%
减持
IMTM
ISHARES TR
-$19.3K
5,234
-11%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$18.5K
4,355
+2%
增持
COP
CONOCOPHILLIPS
+$18.5K
2,310
+4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$17.8K
2,452
-17%
减持
BND
VANGUARD BD INDEX FDS
-$17.0K
8,613
-4%
增持
ADSK
AUTODESK INC
+$16.2K
970
+3%
增持
SUSC
ISHARES TR
+$15.2K
29,989
+1%
减持
PG
PROCTER AND GAMBLE CO
-$14.7K
1,950
-1%
减持
PTLC
PACER FDS TR
+$14.7K
7,622
-4%
减持
BNY
BANK NEW YORK MELLON CORP
-$14.5K
2,166
-21%
减持
XRNPX
COHEN & STEERS REIT & PFD &
-$14.3K
13,949
-3%
增持
CRM
SALESFORCE INC
-$11.9K
1,396
+11%
增持
AMLP
ALPS ETF TR
-$11.6K
8,284
+1%
增持
PFLD
ETF SER SOLUTIONS
+$11.5K
19,484
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.1K
7,038
+2%
减持
VXUS
VANGUARD STAR FDS
+$10.2K
6,705
-4%
增持
ADBE
ADOBE INC
+$8.8K
854
+13%
增持
V
VISA INC
-$8.6K
1,902
+3%
减持
EAGG
ISHARES TR
-$8.3K
16,631
-2%
减持
XHLF
BONDBLOXX ETF TRUST
-$8.2K
7,339
-2%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
-$7.8K
28,814
+3%
减持
IYW
ISHARES TR
+$7.7K
1,070
-8%
增持
KO
COCA COLA CO
-$7.4K
11,689
+6%
减持
NVS
NOVARTIS AG
+$7.3K
1,768
-2%
增持
SBUX
STARBUCKS CORP
-$7.0K
3,753
+6%
减持
VYMI
VANGUARD WHITEHALL FDS
+$6.8K
2,460
-2%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$6.7K
7,747
+1%
减持
ADI
ANALOG DEVICES INC
+$6.2K
963
-1%
增持
QLTA
ISHARES TR
+$6.2K
6,240
+1%
增持
DEO
DIAGEO PLC
+$4.5K
3,129
+7%
增持
—
UNILEVER PLC
-$4.2K
3,529
+1%
增持
EUSB
ISHARES TR
+$3.4K
5,806
+0%
减持
EMXC
ISHARES INC
-$3.3K
2,969
-8%
减持
ECL
ECOLAB INC
+$3.2K
793
-0%
增持
—
CHECK POINT SOFTWARE TECH LT
-$3.1K
1,695
+6%
减持
CEFS
EXCHANGE LISTED FDS TR
+$2.5K
21,869
-2%
减持
HYZD
WISDOMTREE TR
+$1.5K
21,523
-0%
增持
TRPA
HARTFORD FDS EXCHANGE TRADED
+$1.0K
7,094
+0%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$1.0K
3,156
-2%
增持
USFR
WISDOMTREE TR
+$456
7,477
+0%
