Western Pacific Wealth Management, LP
LAKE FOREST IL · SEC CIK 0001907320
$1.11亿2026Q2 申报市值
181持仓数
66.4%前十大占比 · 第一大 11.7%
18 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ALAI 新建仓+$49.36万
BARON TECHNOLOGY 加仓+$36.43万
WDAY 新建仓+$29.56万
AER 新建仓+$25.00万
VIG 加仓+$24.21万
2026Q2 卖出最多 按季末市值估算
CHTR 清仓-$30.48万
CRM 减仓-$29.45万
ICLR 减仓-$23.97万
BRK/B 减仓-$20.02万
NFLX 减仓-$16.28万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION COM | $94.58万 | 0.86% | 1,011 | -11 | -1.1% | -$1.03万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $96.84万 | 0.88% | 1,667 | -84 | -4.8% | -$4.88万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $141.46万 | 1.28% | 2,962 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $277.16万 | 2.51% | 4,920 | -230 | -4.5% | -$12.96万 | 减仓 |
| — | BARON TECHNOLOGY ETF | $335.63万 | 3.03% | 103,330 | 11,217 | 12.2% | $36.43万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $452.20万 | 4.09% | 12,798 | 0 | 0.0% | — | 不变 |
| OAKM | OAKMARK U.S. LARGE CAP ETF | $461.61万 | 4.17% | 163,865 | 3,495 | 2.2% | $9.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $474.27万 | 4.29% | 9,478 | -400 | -4.0% | -$20.02万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $488.73万 | 4.42% | 13,102 | -320 | -2.4% | -$11.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $667.58万 | 6.04% | 33,364 | -76 | -0.2% | -$1.52万 | 减仓 |
| AMZN | AMAZON COM INC COM | $706.68万 | 6.39% | 29,650 | -377 | -1.3% | -$8.99万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $776.26万 | 7.02% | 21,722 | 131 | 0.6% | $4.68万 | 加仓 |
| AAPL | APPLE INC COM | $827.66万 | 7.48% | 28,603 | -255 | -0.9% | -$7.38万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1,192.21万 | 10.78% | 75,442 | 1,286 | 1.7% | $20.32万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1,293.37万 | 11.69% | 54,660 | 1,023 | 1.9% | $24.21万 | 加仓 |