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Oregon Pacific Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Oregon Pacific Wealth Management, LLC

No.9047 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.07亿
环比变动 Q1 2026
+$1,074.4万+11.2%
持仓股票数
115
新买入
17
加仓
32
减仓
61
清仓
7
持股不变
5
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
AASTORIA US QUALITY GROWTH KINGS ETFGQQQ
10.13%9.14%$1,079.4万29.7万股$876.3万30.4万股-7,274股-2.39%减仓
SSPDR道富指数基金SPDW
7.11%7.24%$758.0万15.0万股$693.5万15.2万股-1,504股-0.99%减仓
EEA ASTORIA BEACON DYNAMIC CORE US FAGGA
6.3%7.05%$671.4万26.7万股$675.3万26.9万股-1,519股-0.57%减仓
AASTORIA US EQUAL WEIGHT QUALITY KINROE
4.6%4.33%$490.2万11.5万股$415.4万11.7万股-2,256股-1.92%减仓
IiShares安硕IEMG
4.31%4.33%$459.7万5.5万股$415.1万6.0万股-4,029股-6.77%减仓
S道富SPYM
4.01%3.76%$427.4万4.9万股$360.3万4.7万股+1,564股+3.32%加仓
DDOUBLELINE MORTGAGE ETFDMBS
3.53%3.97%$376.2万7.7万股$380.2万7.7万股-352股-0.46%减仓
AASTORIA REAL ASSETS ETFPPI
3.35%3.74%$357.3万16.8万股$358.4万17.2万股-4,478股-2.60%减仓
PPIMCO太平洋投资管理ETFPYLD
2.47%2.67%$263.6万9.9万股$256.2万9.8万股+1,597股+1.63%加仓
IiShares安硕信托IVV
2.44%1.81%$259.9万3,470股$173.2万2,652股+818股+30.84%加仓
TTIDAL TR IIRSBA
1.7%1.86%$181.7万8.6万股$178.6万8.6万股+291股+0.34%加仓
TTidal·TRUST IIRSSB
1.63%1.62%$173.3万5.6万股$155.2万5.7万股-687股-1.20%减仓
微软MSFT
1.49%1.64%$159.0万4,262股$157.1万4,243股+19股+0.45%加仓
SSSGA ACTIVE TRALLW
1.38%1.5%$147.2万5.0万股$143.5万5.0万股+539股+1.08%加仓
UUNLIMITED HFGM GLOBAL MACRO ETFHFGM
1.2%1.42%$128.3万4.2万股$135.9万4.2万股-373股-0.88%减仓
CCOLLABORATIVE INVESTMNT SERRTRE
1.14%1.53%$121.7万4.9万股$146.5万5.9万股-9,797股-16.75%减仓
亚马逊AMZN
1.07%0.97%$113.5万4,764股$92.9万4,459股+305股+6.84%加仓
I景顺·KBW BANK ETFKBWB
1.05%1.01%$112.3万1.2万股$97.0万1.2万股-176股-1.44%减仓
B贝莱德ETF信托DYNF
1.03%0.86%$109.7万1.6万股$82.5万1.4万股+1,936股+13.65%加仓
应用材料AMAT
0.99%0.77%$105.6万1,460股$74.2万2,171股-711股-32.75%减仓
S道富SPTI
0.93%1.09%$99.5万3.5万股$104.7万3.7万股-1,480股-4.05%减仓
SSPDR道富系列信托SPYG
0.92%0.75%$98.3万8,262股$72.1万7,364股+898股+12.19%加仓
IiShares安硕·S&PIVE
0.88%0.91%$93.5万4,117股$87.0万4,119股-2股-0.05%减仓
谷歌AGOOGL
0.87%0.87%$93.1万2,605股$83.0万2,887股-282股-9.77%减仓
IiShares安硕信托IUSB
0.85%0.84%$90.9万2.0万股$80.5万1.7万股+2,266股+13.00%加仓
NNEOS ETF TRUSTQQQI
0.84%0.86%$89.9万1.6万股$82.6万1.7万股-798股-4.80%减仓
B贝莱德ETF信托CORO
0.84%0.62%$89.2万2.4万股$59.5万1.9万股+5,852股+31.62%加仓
G通用动力VTI
0.83%0.8%$88.4万2,389股$76.6万2,387股+2股+0.08%加仓
台积电TSM
0.81%0.76%$85.9万1,799股$72.8万2,154股-355股-16.48%减仓
BOOKING COMBKNG
0.77%0.82%$82.4万4,622股$78.3万186股+4,436股+2,384.95%加仓
RRETURN STACKED U.S. STOCKS & MANAGED FUTURESETFRSST
0.77%0.75%$82.2万2.5万股$71.6万2.5万股-175股-0.69%减仓
Meta平台META
0.75%0.86%$80.4万1,427股$82.1万1,435股-8股-0.56%减仓
RRAREVIEW DYNAMIC FIXED INCOME ETFRDFI
0.75%0.74%$79.6万3.3万股$71.3万3.1万股+2,506股+8.11%加仓
嘉信理财SCHW
0.74%0.86%$79.3万8,598股$82.2万8,747股-149股-1.70%减仓
NNEOS ETF TRUSTSPYI
0.73%0.79%$78.3万1.5万股$76.0万1.5万股-649股-4.21%减仓
VisaV
0.71%0.71%$76.0万2,214股$68.3万2,259股-45股-1.99%减仓
WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM
0.71%0.79%$76.0万1.6万股$75.5万1.7万股-670股-3.91%减仓
V先锋领航·TOTALBND
0.7%0.75%$74.5万1.0万股$72.2万9,807股+340股+3.47%加仓
IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG
0.68%0.62%$72.3万1.5万股$59.4万1.3万股+2,746股+21.97%加仓
B贝莱德ETF信托LCTU
0.65%0.68%$69.0万8,609股$65.3万9,306股-697股-7.49%减仓
IiShares安硕信托ITOT
0.56%0.54%$59.5万3,634股$52.0万3,680股-46股-1.25%减仓
IQVIAIQV
0.55%0.56%$59.0万3,052股$53.7万3,147股-95股-3.02%减仓
V先锋领航STAR基金VXUS
0.53%0.53%$56.8万6,639股$51.1万6,621股+18股+0.27%加仓
苹果AAPL
0.53%0.45%$56.1万1,937股$43.6万1,718股+219股+12.75%加仓
EEtfis Ser TR I Reaves Utils ETFUTES
0.51%0.55%$54.2万6,625股$52.7万6,599股+26股+0.39%加仓
伯克希尔哈撒韦BRK.B
0.49%0.52%$52.6万1,051股$49.6万1,035股+16股+1.55%加仓
Elevance健康ELV
0.49%0.42%$52.4万1,356股$40.7万1,391股-35股-2.52%减仓
IiShares安硕信托DSI
0.48%0.48%$50.9万3,575股$45.7万3,773股-198股-5.25%减仓
IiShares安硕信托GVI
0.46%0.51%$49.1万4,563股$48.4万4,563股00.00%持仓不变
IiShares安硕·MSCIQUAL
0.45%0.75%$48.2万2,197股$72.3万3,770股-1,573股-41.72%减仓

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