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WESCAP Management Group, Inc. · 13F 持仓分析
期权收益计算器 机构排行

WESCAP Management Group, Inc.

No.4055 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.36亿
环比变动 Q1 2026
+$2,823.3万+5.6%
持仓股票数
107
新买入
2
加仓
28
减仓
46
清仓
2
持股不变
31
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
I景顺交易所交易基金信托RSP
7.98%7.67%$4,275.0万20.1万股$3,894.9万20.3万股-2,022股-1.00%减仓
S嘉信策略信托SCHC
6.32%6.3%$3,386.2万64.2万股$3,197.6万65.4万股-1.2万股-1.79%减仓
IiShares黄金信托IAU
5.94%7.44%$3,183.5万42.2万股$3,778.6万42.9万股-6,997股-1.63%减仓
V先锋领航斯科茨代尔基金VCIT
5.72%5.87%$3,066.0万37.1万股$2,977.0万36.0万股+1.1万股+3.11%加仓
DDBX ETF信托DBEF
5.67%5.41%$3,036.2万55.6万股$2,747.6万55.6万股-417股-0.07%减仓
ESSENTIAL PPTYS RLTY TREPRT
4.55%4.28%$2,438.9万79.1万股$2,173.5万70.6万股+8.4万股+11.96%加仓
V先锋领航斯科茨代尔基金BSV
4.37%4.48%$2,341.4万29.6万股$2,274.7万28.7万股+9,314股+3.25%加仓
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
3.7%3.62%$1,983.7万37.9万股$1,839.5万38.2万股-3,329股-0.87%减仓
IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA
3.02%2.93%$1,616.3万34.4万股$1,488.7万35.0万股-5,887股-1.68%减仓
V先锋领航·FTSEVEA
2.78%2.67%$1,491.0万20.9万股$1,356.3万21.2万股-2,393股-1.13%减仓
I景顺·S&P 500 GARP ETFSPGP
2.6%2.55%$1,391.4万11.4万股$1,293.6万12.0万股-6,425股-5.35%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
2.34%2.22%$1,251.4万11.1万股$1,125.5万10.9万股+1,985股+1.82%加仓
IiShares安硕·TREASURY FLOATING RATE BOND ETFICSH
2.26%2.44%$1,210.0万23.9万股$1,236.3万24.4万股-5,187股-2.12%减仓
苹果AAPL
2.03%1.88%$1,087.3万3.8万股$953.6万3.8万股00.00%持仓不变
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
1.98%1.78%$1,059.6万25.4万股$905.8万24.6万股+7,510股+3.05%加仓
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
1.96%1.99%$1,048.8万12.7万股$1,011.5万12.9万股-1,530股-1.19%减仓
V先锋领航指数基金VB
1.8%1.68%$962.4万3.2万股$851.1万3.2万股-745股-2.29%减仓
V先锋领航指数基金VNQ
1.79%1.49%$958.3万9.9万股$757.8万8.5万股+1.4万股+16.32%加仓
WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE
1.68%1.47%$902.8万18.4万股$747.9万18.7万股-2,930股-1.57%减仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
1.49%1.57%$796.7万15.6万股$794.6万15.6万股+111股+0.07%加仓
V先锋领航全球基金VDE
1.48%1.99%$794.7万5.3万股$1,009.3万5.8万股-5,394股-9.25%减仓
G高盛ETF信托GSEW
1.23%1.17%$657.8万7.0万股$595.4万7.0万股-660股-0.94%减仓
V先锋领航·HEALTHVHT
1.17%1.09%$629.3万2.1万股$551.7万2.0万股+788股+3.89%加仓
I景顺·ACTIVELY MANAGED EXCGSY
1.14%1.21%$612.8万12.2万股$615.8万12.3万股-664股-0.54%减仓
V先锋领航指数基金VTV
1.08%1.03%$578.7万2.7万股$522.3万2.7万股-66股-0.25%减仓
SSPDR道富指数基金EWX
0.97%0.91%$517.6万7.0万股$461.8万7.0万股-185股-0.26%减仓
WWisdomTree信托DLS
0.96%0.97%$511.7万6.1万股$492.2万6.0万股+678股+1.12%加仓
S嘉信策略信托SCHM
0.83%0.74%$444.4万12.1万股$373.8万12.1万股-213股-0.18%减仓
IiShares安硕EWJ
0.81%0.8%$435.8万4.7万股$406.3万4.8万股-1,397股-2.90%减仓
V先锋领航·MIDVO
0.77%0.72%$411.7万5.1万股$364.6万1.3万股+3.8万股+302.48%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.75%0.89%$402.8万4.9万股$453.3万5.5万股-5,847股-10.65%减仓
WWISDOMTREE EUROPEAN OPPORTUNITIES FUNDOPPE
0.75%0.76%$401.2万7.2万股$387.4万7.2万股-243股-0.34%减仓
H哈特福德·MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFRODM
0.75%0.76%$399.2万9.9万股$385.9万9.8万股+880股+0.90%加仓
V先锋领航斯科茨代尔基金VGIT
0.71%0.74%$382.6万6.5万股$375.5万6.3万股+1,809股+2.87%加仓
WWisdomTree·JAPANDXJ
0.7%0.68%$375.3万2.2万股$343.0万2.2万股+1股+0.00%加仓
UUSCF ETF TRSDCI
0.67%0.91%$358.9万13.6万股$462.4万17.0万股-3.4万股-20.02%减仓
IiShares安硕IEMG
0.62%0.56%$332.7万4.0万股$283.9万4.1万股-548股-1.35%减仓
I景顺交易所交易基金信托XMVM
0.53%0.32%$283.0万4.0万股$161.5万2.5万股+1.5万股+60.92%加仓
V先锋领航白厅基金VNQ
0.52%0.52%$279.0万3.0万股$265.1万3.0万股-89股-0.30%减仓
WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS
0.52%0.51%$277.1万4.3万股$260.6万4.3万股-533股-1.23%减仓
NNEW YORK LIFE INVESTMENTS ETHFXI
0.49%0.46%$264.0万6.9万股$232.8万6.9万股00.00%持仓不变
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.47%0.43%$253.4万3.1万股$216.1万3.0万股+388股+1.28%加仓
V先锋领航·FSTEVWO
0.47%0.45%$253.1万4.2万股$230.5万4.3万股-234股-0.55%减仓
IiShares安硕EUSA
0.46%0.41%$245.3万2.1万股$209.9万2.1万股+851股+4.13%加仓
SSPDR标普500 ETFSPY
0.41%0.37%$217.9万2,918股$189.5万2,913股+5股+0.17%加仓
EEA SERIES TRUSTGEW
0.39%0.38%$210.0万3.8万股$193.6万3.8万股00.00%持仓不变
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
0.38%0.37%$203.7万4.0万股$187.2万3.7万股+3,272股+8.80%加仓
S道富SPSM
0.38%0.35%$201.6万3.5万股$175.2万3.6万股-1,296股-3.57%减仓
TIMKENTKR
0.38%0.28%$201.4万1.4万股$144.4万1.4万股-500股-3.48%减仓
V先锋领航指数基金VOO
0.37%0.34%$200.6万2,920股$174.5万2,919股+1股+0.03%加仓

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