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Western Pacific Wealth Management, LP · 13F 持仓分析
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Western Pacific Wealth Management, LP

No.8990 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.11亿
环比变动 Q1 2026
+$1,224.6万+12.5%
持仓股票数
181
新买入
17
加仓
23
减仓
37
清仓
33
持股不变
104
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·SPECIALIZED FUNDSVIG
11.69%11.73%$1,293.4万5.5万股$1,153.5万5.4万股+1,023股+1.91%加仓
V先锋领航白厅基金VYM
10.78%11.17%$1,192.2万7.5万股$1,098.2万7.4万股+1,286股+1.73%加仓
苹果AAPL
7.48%7.45%$827.7万2.9万股$732.4万2.9万股-255股-0.88%减仓
谷歌AGOOGL
7.02%6.31%$776.3万2.2万股$620.9万2.2万股+131股+0.61%加仓
亚马逊AMZN
6.39%6.36%$706.7万3.0万股$625.4万3.0万股-377股-1.26%减仓
英伟达NVDA
6.04%5.93%$667.6万3.3万股$583.2万3.3万股-76股-0.23%减仓
微软MSFT
4.42%5.05%$488.7万1.3万股$496.8万1.3万股-320股-2.38%减仓
伯克希尔哈撒韦BRK.B
4.29%4.81%$474.3万9,478股$473.4万9,878股-400股-4.05%减仓
HHARRIS OAKMARK ETF TRUSTOAKM
4.17%4.49%$461.6万16.4万股$442.1万16.0万股+3,495股+2.18%加仓
AAlphabet Inc Class CGOOG
4.09%3.73%$452.2万1.3万股$367.1万1.3万股00.00%持仓不变
BBARON ETF TRBCTK
3.03%2.18%$335.6万10.3万股$214.9万9.2万股+1.1万股+12.18%加仓
Meta平台META
2.51%3%$277.2万4,920股$294.7万5,150股-230股-4.47%减仓
台积电TSM
1.28%1.02%$141.5万2,962股$100.1万2,962股00.00%持仓不变
AMD超威AMD
0.88%0.36%$96.8万1,667股$35.6万1,751股-84股-4.80%减仓
好市多COST
0.86%1.04%$94.6万1,011股$101.8万1,022股-11股-1.08%减仓
博通AVGO
0.82%0.72%$90.9万2,407股$70.7万2,284股+123股+5.39%加仓
V先锋领航指数基金VOO
0.71%0.62%$78.1万1,060股$61.2万1,060股00.00%持仓不变
PALO ALTOPANW
0.68%0.36%$75.7万2,220股$35.6万2,220股00.00%持仓不变
WINTRUST FINLWTFC
0.62%0.6%$68.1万4,237股$58.9万4,237股00.00%持仓不变
VisaV
0.61%0.61%$67.9万1,979股$59.8万1,979股00.00%持仓不变
帕兰提尔PLTR
0.61%0.85%$67.1万5,748股$84.1万5,748股00.00%持仓不变
嘉信理财SCHW
0.58%0.52%$64.2万6,960股$50.9万5,415股+1,545股+28.53%加仓
阿斯麦ASML
0.56%0.32%$61.7万310股$31.0万235股+75股+31.91%加仓
SSPDR标普500 ETFSPY
0.53%0.52%$58.5万783股$50.9万783股00.00%持仓不变
VVanEck Russia ETFBBH
0.52%0.69%$57.2万5,506股$67.8万7,006股-1,500股-21.41%减仓
万事达MA
0.49%0.55%$54.2万1,055股$53.8万1,077股-22股-2.04%减仓
马拉松石油MPC
0.49%0.59%$54.1万2,115股$58.4万2,390股-275股-11.51%减仓
Elevance健康ELV
0.49%0.28%$53.8万1,391股$27.7万947股+444股+46.88%加仓
AIRBNB COM CL AABNB
0.48%0.47%$52.9万3,694股$46.6万3,694股00.00%持仓不变
KEURIG DR PEPPER COMKDP
0.47%0.43%$52.2万1.6万股$42.0万1.6万股00.00%持仓不变
WELLS FARGO NEWWFC
0.45%0.49%$50.0万6,050股$48.2万6,050股00.00%持仓不变
TTHE ALGER ETF TRUSTALAI
0.45%$49.4万1.1万股$00股+1.1万股新买入
第一资本COF
0.44%0.45%$48.7万2,425股$44.2万2,425股00.00%持仓不变
SYSCO COMSYY
0.44%0.42%$48.6万5,810股$41.4万5,810股00.00%持仓不变
MMARSH & MCLENNAN COS COMMRSH
0.39%0.22%$43.4万2,605股$22.0万1,270股+1,335股+105.12%加仓
V先锋领航STAR基金VXUS
0.39%0.39%$42.7万5,000股$38.6万5,000股00.00%持仓不变
AMERICAN INTL COM NEWAIG
0.38%0.43%$42.3万5,673股$42.7万5,673股00.00%持仓不变
CCBRE CL ACBRE
0.37%0.42%$41.3万3,070股$41.6万3,070股00.00%持仓不变
汽车地带AZO
0.37%0.44%$40.6万127股$42.9万127股00.00%持仓不变
C花旗集团C
0.36%0.35%$39.8万2,844股$34.4万3,034股-190股-6.26%减仓
INTERCONTINENTAL EXCHANGE COMICE
0.33%0.48%$36.7万2,985股$46.9万2,985股00.00%持仓不变
VAIL RESORTSMTN
0.33%0.35%$36.3万2,665股$34.2万2,665股00.00%持仓不变
V先锋领航·SMALLVBR
0.3%0.31%$33.6万1,384股$30.1万1,384股00.00%持仓不变
IQVIAIQV
0.3%0.3%$33.1万1,713股$29.2万1,713股00.00%持仓不变
SSPDR行业精选信托XLE
0.3%0.39%$32.9万6,200股$38.0万6,200股00.00%持仓不变
OWENS CORNING NEW COMOC
0.3%0.23%$32.9万2,070股$22.4万2,070股00.00%持仓不变
摩根大通JPM
0.27%0.28%$30.2万922股$27.1万922股00.00%持仓不变
V先锋领航指数基金VV
0.27%0.27%$30.1万875股$26.2万875股00.00%持仓不变
WorkdayWDAY
0.27%$29.6万2,415股$00股+2,415股新买入
INTERACTIVE BROKERS GROUP INC COM CL AIBKR
0.25%0.22%$27.9万3,200股$21.5万3,200股00.00%持仓不变

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