13F 机构持仓

Western Pacific Wealth Management, LP

LAKE FOREST IL · SEC CIK 0001907320

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VIG 11.7%
VYM 10.8%
AAPL 7.5%
GOOGL 7.0%
AMZN 6.4%
NVDA 6.0%
MSFT 4.4%
BRK/B 4.3%
OAKM 4.2%
GOOG 4.1%

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
FDS FACTSET RESH SYS INC COM $00.00%0 -42-100.0% -$9,114 清仓
MNTN MNTN INC CL A $00.00%0 -1,000-100.0% -$8,800 清仓
SAP SAP SE SPON ADR $00.00%0 -30-100.0% -$5,136 清仓
BHP BHP BILLITON LIMITED SPONSORED ADS $00.00%0 -52-100.0% -$3,759 清仓
SONY SONY GROUP CORP SPONSORED ADR $00.00%0 -145-100.0% -$3,002 清仓
ABEV AMBEV SA SPONSORED ADR $00.00%0 -1,000-100.0% -$2,920 清仓
BP BP PLC SPONSORED ADR $00.00%0 -56-100.0% -$2,639 清仓
UL UNILEVER PLC SPON ADR NEW $00.00%0 -46-100.0% -$2,621 清仓
— CROWN CRAFTS INC COM $00.00%0 -1,000-100.0% -$2,575 清仓
SNY SANOFI SA SPONSORED ADR $00.00%0 -50-100.0% -$2,409 清仓
PKX POSCO HOLDINGS INC SPONSORED ADR $00.00%0 -21-100.0% -$1,228 清仓
NICE NICE LTD SPONSORED ADR $00.00%0 -8-100.0% -$882 清仓
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A $00.00%0 -15-100.0% -$593 清仓
— TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 $00.00%0 -80-100.0% -$396 清仓
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR $00.00%0 -16-100.0% -$382 清仓