West Coast Financial LLC 13F 持仓 · 最近申报 2025年Q1
West Coast Financial 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 162 只证券，申报市值合计 8.76 亿美元。前几大持仓：IJR（16.85%）、SCHO（8.43%）、IVV（7.89%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $147.6M | 16.85% | 1.4M | 增持 |
| 2 | SCHO | SCHWAB STRATEGIC TR | $73.8M | 8.43% | 3.0M | 增持 |
| 3 | IVV | ISHARES TR | $69.1M | 7.89% | 123,028 | 增持 |
| 4 | SCHR | SCHWAB STRATEGIC TR | $36.5M | 4.16% | 1.5M | 增持 |
| 5 | AAPL | APPLE INC | $35.1M | 4.00% | 157,908 | 减持 |
| 6 | MBB | ISHARES TR | $31.0M | 3.54% | 330,498 | 增持 |
| 7 | MA | MASTERCARD INCORPORATED | $21.0M | 2.39% | 38,261 | 减持 |
| 8 | GOOGL | ALPHABET INC | $20.8M | 2.37% | 134,205 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $19.0M | 2.17% | 50,607 | 减持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $16.3M | 1.86% | 30,518 | 减持 |
| 11 | MRSH | MARSH & MCLENNAN COS INC | $16.2M | 1.85% | 66,483 | 减持 |
| 12 | WM | WASTE MGMT INC DEL | $14.1M | 1.61% | 61,023 | 减持 |
| 13 | SYK | STRYKER CORPORATION | $12.4M | 1.42% | 33,320 | 减持 |
| 14 | SNA | SNAP ON INC | $12.1M | 1.38% | 35,934 | 减持 |
| 15 | V | VISA INC | $11.8M | 1.34% | 33,579 | 减持 |
| 16 | ITW | ILLINOIS TOOL WKS INC | $11.5M | 1.31% | 46,256 | 减持 |
| 17 | ZTS | ZOETIS INC | $11.2M | 1.28% | 68,198 | 减持 |
| 18 | ACN | ACCENTURE PLC IRELAND | $10.8M | 1.23% | 34,501 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $10.4M | 1.19% | 62,843 | 减持 |
| 20 | KR | KROGER CO | $9.8M | 1.12% | 145,478 | 减持 |
| 21 | APH | AMPHENOL CORP NEW | $9.7M | 1.10% | 147,163 | 减持 |
| 22 | EFA | ISHARES TR | $9.7M | 1.10% | 118,371 | 增持 |
| 23 | AMZN | AMAZON COM INC | $9.4M | 1.08% | 49,616 | 减持 |
| 24 | AMT | AMERICAN TOWER CORP NEW | $9.2M | 1.05% | 42,118 | 减持 |
| 25 | META | META PLATFORMS INC | $9.2M | 1.05% | 15,966 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR