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WESPAC Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

WESPAC Advisors, LLC

No.7062 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.05亿
环比变动 Q1 2026
+$2,250.5万+12.3%
持仓股票数
200
新买入
57
加仓
58
减仓
53
清仓
35
持股不变
32
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
PPGIM ULTRAPULS
5.34%5.59%$1,095.9万22.1万股$1,020.5万20.6万股+1.5万股+7.27%加仓
I景顺交易所交易基金信托RSP
3.85%1.11%$789.0万3.7万股$202.1万1.1万股+2.7万股+252.24%加仓
V先锋领航国际股票指数基金VT
2.85%0.2%$584.5万3.7万股$36.5万2,642股+3.5万股+1,309.58%加仓
V先锋领航指数基金VOO
2.68%2.61%$549.4万8,000股$477.4万7,989股+11股+0.14%加仓
IiShares安硕信托IVV
2.63%3.05%$539.3万7,201股$557.5万8,535股-1,334股-15.63%减仓
J摩根大通交易所交易基金JBND
2.34%1.45%$480.1万9.0万股$264.5万4.9万股+4.1万股+82.42%加仓
G通用动力VTI
2.25%0.44%$460.7万1.2万股$81.1万2,527股+9,922股+392.64%加仓
JJPMORGAN INTERNATIONAL VALUE ETFJIVE
2.09%2.56%$427.8万4.7万股$467.8万5.5万股-8,093股-14.82%减仓
SSERIES PORTFOLIOS TRCLOX
1.99%0.84%$407.6万15.9万股$152.8万6.0万股+9.9万股+166.25%加仓
EEldridge BBB-B CLO ETFCLOZ
1.96%$401.4万15.2万股$00股+15.2万股新买入
C资本集团股息价值CCBG
1.94%2.21%$397.3万8.1万股$403.6万9.5万股-1.4万股-15.03%减仓
美光科技MU
1.86%0.56%$381.4万3,304股$102.3万3,029股+275股+9.08%加仓
默沙东MRK
1.74%1.83%$357.2万2.8万股$334.4万2.8万股00.00%持仓不变
V先锋领航全球基金VGT
1.65%$338.8万2.8万股$00股+2.8万股新买入
苹果AAPL
1.64%1.7%$335.7万1.2万股$310.3万1.2万股-627股-5.13%减仓
谷歌AGOOGL
1.21%0.66%$248.5万6,953股$120.8万4,203股+2,750股+65.43%加仓
PPUTNAM ETF TRUSTPVAL
1.19%1.21%$243.5万4.8万股$221.8万4.8万股-21股-0.04%减仓
V先锋领航斯科茨代尔基金VONV
1.17%1.2%$240.1万2.3万股$218.5万2.3万股-728股-3.12%减仓
SSCHWAB 1000 INDEX ETFSCHK
1%$205.8万5.7万股$00股+5.7万股新买入
VVALUED ADVISERS TRMBSF
0.95%1.03%$194.8万7.6万股$188.8万7.4万股+1,833股+2.48%加仓
V先锋领航指数基金VUG
0.94%0.89%$192.0万2.2万股$161.7万3,703股+1.9万股+501.86%加仓
I景顺QQQ信托VOO
0.93%0.96%$191.3万2,598股$175.1万3,033股-435股-14.34%减仓
IiShares安硕信托IGIB
0.9%0.92%$184.0万3.5万股$168.7万3.2万股+2,897股+9.14%加仓
WELLTOWER COMWELL
0.88%$181.3万7,987股$00股+7,987股新买入
IiShares安硕信托EEM
0.84%$173.2万2.5万股$00股+2.5万股新买入
SSPDR行业精选信托XLK
0.81%0.86%$165.6万8,694股$157.9万1.2万股-3,187股-26.82%减仓
SSPDR道富系列信托BIL
0.8%1.97%$163.9万1.8万股$359.4万3.9万股-2.1万股-54.40%减仓
AAlphabet Inc Class CGOOG
0.79%0.4%$161.6万4,575股$73.2万2,551股+2,024股+79.34%加仓
S道富XLI
0.77%0.7%$157.7万8,514股$127.9万7,908股+606股+7.66%加仓
RROUNDHILL ETF TRUSTNCLD
0.75%$154.7万2.1万股$00股+2.1万股新买入
微软MSFT
0.73%0.89%$150.6万4,038股$162.5万4,390股-352股-8.02%减仓
CencoraCOR
0.72%0.86%$147.6万5,216股$156.7万4,987股+229股+4.59%加仓
BBANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVA
0.69%0.66%$141.6万5.7万股$120.9万5.6万股+706股+1.27%加仓
礼来LLY
0.68%0.25%$140.1万1,168股$45.3万492股+676股+137.40%加仓
IISHARES U.S. TELECOMMUNICATIONS ETFIYZ
0.68%0.56%$139.7万3.3万股$102.7万2.6万股+6,898股+26.42%加仓
沃尔玛WMT
0.67%0.82%$136.4万1.2万股$149.7万1.2万股00.00%持仓不变
PPGIM AAAPAAA
0.66%0.46%$136.3万2.7万股$84.6万1.7万股+1.0万股+60.78%加仓
AMERICAN HEALTHCARE REITAHR
0.66%$134.6万2.6万股$00股+2.6万股新买入
PPIMCO太平洋投资管理ETFPYLD
0.65%0.72%$133.0万5.0万股$130.8万5.0万股+241股+0.48%加仓
G高盛·PHYSICAL GOLDAAAU
0.65%1.31%$132.9万3.4万股$239.5万5.2万股-1.8万股-35.22%减仓
CCOMFORT SYS USAFIX
0.64%$131.2万662股$00股+662股新买入
台积电TSM
0.62%0.49%$126.3万2,644股$89.4万2,644股00.00%持仓不变
IiShares安硕·S&PIVE
0.61%0.75%$125.0万5,507股$136.4万6,459股-952股-14.74%减仓
IiShares黄金信托IAU
0.59%1.15%$121.6万1.6万股$210.1万2.4万股-7,719股-32.40%减仓
BRITISH AMERN TOB SPONSORED ADRBTI
0.59%0.62%$121.2万2.0万股$113.5万1.9万股+216股+1.11%加仓
SSPDR道富系列信托XAR
0.58%0.17%$118.7万4,184股$30.3万1,192股+2,992股+251.01%加仓
AMD超威AMD
0.58%0.21%$118.5万2,040股$37.8万1,857股+183股+9.85%加仓
IiShares安硕信托IDV
0.57%0.66%$116.6万2.8万股$119.8万2.8万股00.00%持仓不变
IiShares安硕·AAA CLO ACTIVE ETFCLOA
0.56%0.33%$115.9万2.2万股$59.8万1.2万股+1.1万股+93.53%加仓
VVANECK MERK GOLD TRUSTOUNZ
0.55%0.73%$113.7万2.9万股$132.7万2.9万股00.00%持仓不变

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