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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 133 项
建仓 20
增持 36
减持 46
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
SPTI
SPDR SERIES TRUST
-$4.9M
36,535
-82%
增持
DMBS
DOUBLELINE ETF TRUST
+$2.5M
76,988
+204%
增持
PYLD
PIMCO ETF TR
+$2.3M
97,794
+742%
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
RSBA
TIDAL TRUST II
+$1.8M
86,028
增持
AGGA
EA SERIES TRUST
+$985.5K
268,683
+18%
增持
IEMG
ISHARES INC
+$956.1K
59,516
+25%
减持
RSSB
TIDAL TRUST II
-$828.7K
57,033
-33%
建仓
QQQI
NEOS ETF TRUST
+$826.4K
16,631
清仓
NTSX
WISDOMTREE TR
-$824.0K
0
-100%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$788.7K
172,301
+15%
建仓
SPYI
NEOS ETF TRUST
+$760.3K
15,401
减持
SPYM
SPDR SERIES TRUST
-$725.1K
47,068
-13%
建仓
RDFI
COLLABORATIVE INVESTMNT SER
+$712.6K
30,911
清仓
MUNI
PIMCO ETF TR
-$691.1K
0
-100%
增持
RTRE
COLLABORATIVE INVESTMNT SER
+$674.6K
58,501
+87%
清仓
SPTL
SPDR SERIES TRUST
-$660.1K
0
-100%
建仓
CORO
BLACKROCK ETF TRUST
+$595.1K
18,509
建仓
MLPA
GLOBAL X FDS
+$557.3K
10,345
建仓
UTES
ETFIS SER TR I
+$527.3K
6,599
清仓
VTEB
VANGUARD MUN BD FDS
-$487.6K
0
-100%
减持
ROE
EA SERIES TRUST
-$476.8K
117,253
-11%
清仓
HYZD
WISDOMTREE TR
-$454.3K
0
-100%
建仓
IDV
ISHARES TR
+$443.1K
10,412
清仓
KMX
CARMAX INC
-$415.4K
0
-100%
清仓
PTLC
PACER FDS TR
-$408.8K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$374.9K
0
-100%
清仓
OEF
ISHARES TR
-$364.2K
0
-100%
增持
RSST
TIDAL TRUST II
+$360.1K
25,332
+102%
清仓
SRLN
SSGA ACTIVE ETF TR
-$357.3K
0
-100%
清仓
PFLD
ETF SER SOLUTIONS
-$356.3K
0
-100%
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$355.3K
0
-100%
建仓
GOVT
ISHARES TR
+$351.7K
15,353
清仓
USFR
WISDOMTREE TR
-$351.3K
0
-100%
减持
COWZ
PACER FDS TR
-$334.9K
4,233
-58%
建仓
QQQH
NEOS ETF TRUST
+$323.9K
6,320
增持
GQQQ
EA SERIES TRUST
+$322.8K
304,450
+8%
减持
AMZN
AMAZON COM INC
-$312.9K
4,459
-17%
清仓
ADBE
ADOBE INC
-$311.1K
0
-100%
清仓
XEFRX
EATON VANCE SR FLTNG RTE TR
-$305.8K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$278.1K
0
-100%
清仓
XRNPX
COHEN & STEERS REIT & PFD &
-$272.1K
0
-100%
清仓
DEO
DIAGEO PLC
-$272.1K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$270.2K
2,171
+18%
建仓
SPYD
SPDR SERIES TRUST
+$266.5K
5,855
建仓
DVY
ISHARES TR
+$264.8K
1,749
清仓
QLTA
ISHARES TR
-$262.8K
0
-100%
建仓
SPYH
NEOS ETF TRUST
+$260.8K
4,958
清仓
BIZD
VANECK ETF TRUST
-$259.6K
0
-100%
清仓
TRPA
HARTFORD FDS EXCHANGE TRADED
-$255.2K
0
-100%
增持
MSFT
MICROSOFT CORP
-$248.7K
4,243
+13%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$247.1K
1,571
建仓
ABNB
AIRBNB INC
+$241.6K
1,913
清仓
NVS
NOVARTIS AG
-$236.7K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$233.4K
680
清仓
BNY
BANK NEW YORK MELLON CORP
-$231.6K
0
-100%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$230.7K
0
-100%
增持
DDWM
WISDOMTREE TR
+$225.3K
17,117
+41%
清仓
CMCSA
COMCAST CORP NEW
-$224.8K
0
-100%
建仓
IQDG
WISDOMTREE TR
+$224.6K
5,595
清仓
BAC
BANK AMERICA CORP
-$223.1K
0
-100%
清仓
—
MEDTRONIC PLC
-$218.7K
0
-100%
增持
IVV
ISHARES TR
+$217.9K
2,652
+20%
清仓
IAU
ISHARES GOLD TR
-$214.7K
0
-100%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$214.4K
0
-100%
建仓
MBB
ISHARES TR
+$211.1K
2,223
减持
DYNF
BLACKROCK ETF TRUST
-$210.5K
14,187
-17%
建仓
SHLD
GLOBAL X FDS
+$205.3K
2,898
减持
GOOGL
ALPHABET INC
-$204.6K
2,887
-13%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$200.0K
4,260
减持
META
META PLATFORMS INC
-$195.5K
1,435
-7%
清仓
BPRE
BLUEROCK PVT REAL ESTATE FD
-$172.5K
0
-100%
减持
CEFS
EXCHANGE LISTED FDS TR
-$168.3K
13,170
-35%
减持
CRM
SALESFORCE INC
-$161.0K
1,327
-14%
减持
SPDW
SPDR INDEX SHS FDS
+$159.2K
151,927
-0%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$145.3K
0
-100%
减持
LCTU
BLACKROCK ETF TRUST
-$128.5K
9,306
-12%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$120.5K
9,773
+35%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$119.8K
1,035
-16%
减持
WFC
WELLS FARGO & CO
-$119.7K
2,682
-25%
减持
HFGM
TIDAL TRUST I
+$116.7K
42,396
-2%
减持
—
EXXON MOBIL CORP
+$116.2K
2,842
-7%
增持
IMTM
ISHARES TR
+$107.1K
7,458
+42%
增持
BND
VANGUARD BD INDEX FDS
+$95.3K
9,807
+16%
减持
EFV
ISHARES TR
-$91.0K
3,236
-30%
增持
BINC
BLACKROCK ETF TRUST II
+$90.1K
10,217
+22%
减持
JPM
JPMORGAN CHASE & CO
-$89.6K
1,159
-13%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$89.5K
12,254
+17%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$86.0K
1,391
-1%
减持
DSI
ISHARES TR
-$85.0K
3,773
-10%
增持
ALLW
SSGA ACTIVE TR
+$81.7K
49,743
+1%
增持
IUSB
ISHARES TR
+$80.8K
17,430
+12%
减持
—
CHECK POINT SOFTWARE TECH LT
-$80.7K
1,872
-0%
增持
BKNG
BOOKING HOLDINGS INC
-$79.1K
186
+16%
减持
MA
MASTERCARD INCORPORATED
-$77.1K
754
-5%
减持
GLDM
WORLD GOLD TR
-$75.6K
2,662
-30%
减持
SUSC
ISHARES TR
-$73.3K
28,615
-9%
减持
VYM
VANGUARD WHITEHALL FDS
-$72.8K
2,058
-22%
减持
EAGG
ISHARES TR
-$72.8K
12,501
-10%
增持
BRTR
BLACKROCK ETF TRUST II
+$72.1K
9,025
+20%
减持
VTI
VANGUARD INDEX FDS
-$69.0K
2,387
-4%
减持
QUAL
ISHARES TR
-$68.8K
3,770
-5%
减持
DIS
DISNEY WALT CO
-$65.9K
3,694
-0%
增持
IQV
IQVIA HLDGS INC
-$62.2K
3,147
+18%
增持
QCOM
QUALCOMM INC
-$62.1K
1,583
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$59.7K
2,154
-2%
减持
ESGU
ISHARES TR
-$56.9K
3,680
-5%
减持
ADI
ANALOG DEVICES INC
-$54.1K
639
-33%
增持
ADSK
AUTODESK INC
-$51.8K
936
+0%
减持
AMLP
ALPS ETF TR
-$46.6K
6,165
-22%
减持
GOOG
ALPHABET INC
-$44.4K
1,472
-1%
减持
COP
CONOCOPHILLIPS
+$40.0K
2,015
-17%
减持
USXF
ISHARES TR
-$35.7K
5,528
-7%
增持
COR
CENCORA INC
+$32.3K
1,180
+18%
减持
IVW
ISHARES TR
-$28.7K
1,955
-4%
增持
BAI
BLACKROCK ETF TRUST
+$27.7K
9,529
+11%
增持
THRO
BLACKROCK ETF TRUST
+$25.8K
8,304
+16%
减持
APD
AIR PRODUCTS AND CHEMICALS I
+$18.1K
837
-8%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$17.4K
2,953
+12%
增持
V
VISA INC
+$16.4K
2,259
+19%
减持
PM
PHILIP MORRIS INTL INC
-$15.7K
2,562
-6%
增持
VXUS
VANGUARD STAR FDS
+$15.3K
6,621
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$12.3K
8,747
+8%
减持
SBUX
STARBUCKS CORP
-$12.0K
3,490
-9%
增持
BDX
BECTON DICKINSON & CO
-$10.0K
1,321
+18%
减持
EVUS
ISHARES TR
-$8.1K
6,320
-3%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$8.0K
2,996
+5%
增持
MAS
MASCO CORP
-$6.0K
3,326
+2%
增持
IVE
ISHARES TR
+$4.7K
4,119
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$2.9K
10,735
-1%
减持
ESGE
ISHARES INC
+$2.4K
5,885
-2%
减持
HFND
TIDAL TRUST I
+$873
14,582
-3%
减持
XHLF
BONDBLOXX ETF TRUST
+$458
6,354
-0%
增持
SPYG
SPDR SERIES TRUST
+$251
7,364
+9%
