Oregon Pacific Wealth Management, LLC
Medford OR · SEC CIK 0002043757
$1.07亿2026Q2 申报市值
115持仓数
48.2%前十大占比 · 第一大 10.1%
15 / 7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
IVV 加仓+$61.26万
IALT 新建仓+$42.21万
BLCR 新建仓+$33.29万
GGOV 新建仓+$32.30万
SUSB 新建仓+$28.49万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$51.41万
QUAL 减仓-$34.52万
IEMG 减仓-$33.38万
SBUX 清仓-$31.27万
GQQQ 减仓-$26.42万
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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $22.86万 | 0.21% | 726 | 726 | — | $22.86万 | 新建仓 |
| EVUS | ISHARES TR | $22.65万 | 0.21% | 6,451 | 131 | 2.1% | $4,599 | 加仓 |
| WFC | WELLS FARGO & CO | $22.16万 | 0.21% | 2,682 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $21.94万 | 0.21% | 1,517 | -478 | -24.0% | -$6.91万 | 重新持有 |
| VMBS | VANGUARD SCOTTSDALE FDS | $21.52万 | 0.20% | 4,598 | 338 | 7.9% | $1.58万 | 加仓 |
| IGEB | ISHARES TR | $21.41万 | 0.20% | 4,746 | 4,746 | — | $21.41万 | 新建仓 |
| MDT | MEDTRONIC PLC | $21.15万 | 0.20% | 2,704 | 427 | 18.8% | $3.34万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.98万 | 0.20% | 281 | 281 | — | $20.98万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $20.97万 | 0.20% | 1,048 | 1,048 | — | $20.97万 | 新建仓 |
| COP | CONOCOPHILLIPS | $20.74万 | 0.19% | 1,995 | -20 | -1.0% | -$2,079 | 减仓 |
| SPYD | SPDR SERIES TRUST | $20.52万 | 0.19% | 4,301 | -1,554 | -26.5% | -$7.41万 | 减仓 |
| CRM | SALESFORCE INC | $20.46万 | 0.19% | 1,306 | -21 | -1.6% | -$3,290 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $20.19万 | 0.19% | 5,968 | 5,968 | — | $20.19万 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $20.16万 | 0.19% | 3,883 | 3,883 | — | $20.16万 | 新建仓 |
| ARKG | ARK ETF TR | $20.13万 | 0.19% | 4,787 | 4,787 | — | $20.13万 | 新建仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -3,490 | -100.0% | -$31.27万 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -4,958 | -100.0% | -$26.08万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,662 | -100.0% | -$24.67万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -3,236 | -100.0% | -$24.06万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -936 | -100.0% | -$22.41万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,223 | -100.0% | -$21.11万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,583 | -100.0% | -$20.39万 | 清仓 |