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71 West 资本合伙人 · 13F 持仓分析
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71 West 资本合伙人

71 West Capital PartnersNo.1399 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$28.92亿
环比变动 Q1 2026
+$6.19亿+27.2%
持仓股票数
382
新买入
79
加仓
259
减仓
18
清仓
10
持股不变
26
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
IiShares安硕·RUSSELLIWF
15.05%16.5%$4.35亿350.5万股$3.75亿88.0万股+262.5万股+298.36%加仓
IiShares安硕信托IWD
10.95%11.88%$3.17亿130.7万股$2.70亿126.4万股+4.2万股+3.35%加仓
V先锋领航指数基金VTV
6.35%7.29%$1.84亿84.3万股$1.66亿84.5万股-1,935股-0.23%减仓
SSPDR行业精选信托XLK
5.9%5.13%$1.71亿89.6万股$1.17亿87.7万股+1.8万股+2.10%加仓
V先锋领航全球基金VGT
4.48%4.16%$1.30亿108.5万股$9,447.5万13.5万股+95.0万股+701.33%加仓
V先锋领航指数基金VUG
4.19%4.63%$1.21亿140.7万股$1.05亿24.1万股+116.6万股+483.60%加仓
苹果AAPL
3.64%3.68%$1.05亿36.4万股$8,357.5万32.9万股+3.5万股+10.62%加仓
英伟达NVDA
3.33%3.24%$9,620.5万48.1万股$7,374.3万42.3万股+5.8万股+13.71%加仓
S道富SPYV
2.25%2.69%$6,520.6万107.3万股$6,106.0万107.9万股-6,539股-0.61%减仓
IiShares安硕信托IEFA
2.19%1.87%$6,344.3万65.7万股$4,254.0万47.0万股+18.7万股+39.80%加仓
谷歌AGOOGL
1.85%1.72%$5,351.4万15.0万股$3,899.6万13.6万股+1.4万股+10.42%加仓
SSPDR道富系列信托SPYG
1.81%1.94%$5,238.9万44.0万股$4,407.9万45.0万股-9,923股-2.20%减仓
SSPDR标普500 ETFSPY
1.8%1.65%$5,214.1万7.0万股$3,752.4万5.8万股+1.2万股+21.01%加仓
台积电TSM
1.78%1.6%$5,149.8万10.8万股$3,629.6万10.7万股+432股+0.40%加仓
摩根大通JPM
1.54%1.67%$4,461.9万13.6万股$3,795.5万12.9万股+7,285股+5.65%加仓
阿斯麦ASML
1.22%1.02%$3,534.4万1.8万股$2,318.2万1.8万股+215股+1.23%加仓
BBANK OF AMERBAC
1.19%1.26%$3,451.7万60.6万股$2,862.0万58.7万股+1.9万股+3.18%加仓
CrowdStrikeCRWD
1.11%0.71%$3,218.2万4.2万股$1,625.6万4.2万股+534股+1.28%加仓
V先锋领航·FTSEVEA
1.09%1.26%$3,148.7万44.2万股$2,860.5万44.6万股-4,483股-1.00%减仓
雷神技术RTX
1.08%1.36%$3,121.9万16.5万股$3,100.2万16.1万股+3,830股+2.38%加仓
伯克希尔哈撒韦BRK.B
1.08%1.16%$3,116.9万6.2万股$2,634.4万5.5万股+7,314股+13.30%加仓
微软MSFT
1.07%1.07%$3,091.0万8.3万股$2,438.4万6.6万股+1.7万股+25.79%加仓
IiShares安硕·MSCI EAFE ETFEFA
1.02%1.21%$2,963.1万28.5万股$2,753.5万28.3万股+1,761股+0.62%加仓
亚马逊AMZN
1.02%0.99%$2,936.7万12.3万股$2,261.1万10.9万股+1.5万股+13.50%加仓
AAlphabet Inc Class CGOOG
0.92%0.79%$2,674.3万7.6万股$1,788.7万6.2万股+1.3万股+21.38%加仓
DatadogDDOG
0.79%0.45%$2,276.4万8.7万股$1,013.2万8.6万股+1,605股+1.87%加仓
贝莱德·INC COMBLK
0.77%0.95%$2,225.8万2.3万股$2,157.5万2.2万股+714股+3.18%加仓
Meta平台META
0.77%0.86%$2,217.1万3.9万股$1,961.7万3.4万股+5,071股+14.79%加仓
PALO ALTOPANW
0.75%0.44%$2,177.7万6.4万股$993.4万6.2万股+1,895股+3.06%加仓
联合健康UNH
0.74%0.57%$2,141.0万5.2万股$1,300.5万4.8万股+3,450股+7.18%加仓
万事达MA
0.74%0.86%$2,138.1万4.2万股$1,959.9万3.9万股+2,405股+6.13%加仓
博通AVGO
0.69%0.53%$1,985.5万5.3万股$1,197.3万3.9万股+1.4万股+35.88%加仓
TTARGET HOSPITALITYTH
0.64%0.37%$1,847.3万90.7万股$842.0万90.7万股00.00%持仓不变
ADPADP
0.64%0.71%$1,843.2万8.2万股$1,608.5万7.9万股+3,140股+3.97%加仓
标普全球SPGI
0.61%0.78%$1,752.6万4.3万股$1,782.9万4.2万股+1,118股+2.67%加仓
V先锋领航斯科茨代尔基金VONG
0.55%0.6%$1,588.9万12.4万股$1,368.6万12.5万股-452股-0.36%减仓
FERROVIAL NV ORD SHSFER
0.5%0.58%$1,450.9万21.2万股$1,310.6万20.5万股+6,333股+3.09%加仓
V先锋领航斯科茨代尔基金VONV
0.48%0.53%$1,387.6万13.1万股$1,205.8万12.9万股+1,888股+1.47%加仓
IiShares安硕信托ITOT
0.36%0.43%$1,052.9万6.4万股$968.9万6.8万股-3,926股-5.77%减仓
AAT&TT
0.36%0.61%$1,043.9万50.4万股$1,382.2万47.7万股+2.8万股+5.78%加仓
NubankNU
0.33%0.44%$948.1万71.0万股$1,005.2万69.9万股+1.0万股+1.45%加仓
特斯拉TSLA
0.3%0.23%$856.8万2.0万股$524.2万1.4万股+6,270股+44.46%加仓
礼来LLY
0.25%0.16%$710.3万5,922股$364.5万3,963股+1,959股+49.43%加仓
美光科技MU
0.24%0.06%$690.3万5,980股$126.1万3,733股+2,247股+60.19%加仓
ServiceNowNOW
0.23%0.32%$676.5万6.8万股$721.8万6.9万股-895股-1.30%减仓
AMD超威AMD
0.23%0.07%$671.5万1.2万股$160.4万7,883股+3,677股+46.64%加仓
赛富时CRM
0.21%0.31%$608.3万3.9万股$698.5万3.7万股+1,410股+3.77%加仓
IiShares安硕信托IVW
0.2%0.04%$567.4万4.1万股$98.5万8,708股+3.3万股+373.74%加仓
NETFLIXNFLX
0.19%0.27%$556.7万7.8万股$605.7万6.3万股+1.5万股+23.77%加仓
VisaV
0.19%0.14%$536.7万1.6万股$322.6万1.1万股+4,972股+46.59%加仓

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