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

WESPAC Advisors SoCal, LLC

No.3901 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.72亿
环比变动 Q1 2026
+$1.02亿+21.6%
持仓股票数
118
新买入
9
加仓
73
减仓
26
清仓
10
持股不变
10
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
VanEck ETF信托SMH
5.51%4.99%$3,151.9万4.8万股$2,344.8万6.1万股-1.3万股-21.42%减仓
谷歌AGOOGL
3.95%4.27%$2,257.2万6.3万股$2,007.5万7.0万股-6,650股-9.53%减仓
博通AVGO
3.86%4.07%$2,210.6万5.9万股$1,915.1万6.2万股-3,356股-5.42%减仓
苹果AAPL
3.39%3.71%$1,940.4万6.7万股$1,743.3万6.9万股-1,632股-2.38%减仓
美光科技MU
2.95%0.74%$1,688.5万1.5万股$348.9万1.0万股+4,300股+41.63%加仓
沃尔玛WMT
2.93%3.88%$1,674.5万14.8万股$1,824.9万14.7万股+1,007股+0.69%加仓
CrowdStrikeCRWD
2.72%0.41%$1,557.4万2.0万股$193.7万4,961股+1.5万股+311.45%加仓
AAvantis·U SAVUV
2.64%2.71%$1,509.8万12.1万股$1,276.6万11.6万股+5,456股+4.72%加仓
微软MSFT
2.63%3.08%$1,501.6万4.0万股$1,447.4万3.9万股+1,154股+2.95%加仓
英伟达NVDA
2.54%2.31%$1,453.1万7.3万股$1,087.8万6.2万股+1.0万股+16.43%加仓
SSPDR道富系列信托XAR
2.5%2.67%$1,431.0万5.0万股$1,253.7万4.9万股+1,061股+2.15%加仓
摩根大通JPM
2.4%2.55%$1,374.1万4.2万股$1,197.1万4.1万股+1,282股+3.15%加仓
亚马逊AMZN
2.37%2.45%$1,354.3万5.7万股$1,154.3万5.5万股+1,401股+2.53%加仓
F第一信托交易所交易基金FPX
2.36%2.34%$1,348.2万7.0万股$1,098.4万6.7万股+3,159股+4.70%加仓
IiShares安硕信托IGIB
2.35%2.28%$1,346.1万25.3万股$1,074.3万20.2万股+5.1万股+25.41%加仓
J骏利Detroit策略信托JMBS
2.2%1.89%$1,258.2万28.0万股$890.1万19.7万股+8.3万股+41.95%加仓
WELLTOWER COMWELL
2.18%2.27%$1,249.4万5.5万股$1,066.2万5.4万股+1,119股+2.08%加仓
J骏利亨德森JAAA
2.09%1.5%$1,195.4万23.7万股$703.6万14.0万股+9.7万股+69.49%加仓
EMCOREME
2.08%2.19%$1,190.5万1.4万股$1,029.3万1.4万股+404股+2.90%加仓
SSPDR行业精选信托XLE
2%2.8%$1,142.0万21.5万股$1,315.2万21.5万股+335股+0.16%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.93%2.06%$1,101.4万6.9万股$970.8万6.6万股+3,201股+4.83%加仓
PPIMCO太平洋投资管理ETFPYLD
1.89%2.15%$1,082.2万40.8万股$1,009.8万38.5万股+2.3万股+5.88%加仓
SSPDR行业精选信托XLK
1.87%1.63%$1,068.5万5.6万股$768.6万5.8万股-1,752股-3.03%减仓
IiShares安硕信托IAI
1.78%2.08%$1,019.8万5.8万股$980.3万6.0万股-1,543股-2.58%减仓
伊顿ETN
1.77%1.7%$1,014.4万2.4万股$799.3万2.2万股+1,458股+6.52%加仓
通用动力GD
1.43%1.6%$816.7万2.3万股$754.6万2.2万股+1,069股+4.86%加仓
高盛GS
1.37%1.33%$786.5万7,777股$624.1万7,377股+400股+5.42%加仓
可口可乐KO
1.25%1.44%$716.7万8.8万股$676.3万8.9万股-731股-0.82%减仓
星座能源CEG
1.18%1.64%$673.7万2.7万股$771.0万2.8万股-484股-1.75%减仓
宝洁PG
1.13%1.34%$647.2万4.4万股$630.6万4.4万股+475股+1.09%加仓
VVANECK EMERGING MARKETS BOND ETFEMBX
1.13%1.28%$645.0万12.6万股$601.6万12.0万股+5,655股+4.71%加仓
台积电TSM
1.12%0.94%$639.4万1.3万股$442.8万1.3万股+284股+2.17%加仓
JJPMORGAN INTERNATIONAL VALUE ETFJIVE
1.11%1.21%$632.5万6.9万股$567.3万6.6万股+2,540股+3.83%加仓
GE VernovaGEV
1.06%0.98%$605.2万5,151股$462.8万5,302股-151股-2.85%减仓
IiShares黄金信托IAU
1%1.11%$574.8万7.6万股$521.2万5.9万股+1.7万股+28.74%加仓
甲骨文ORCL
0.93%1.08%$533.0万3.6万股$506.3万3.4万股+1,951股+5.67%加仓
IiShares安硕信托TIP
0.85%0.47%$486.1万4.4万股$221.3万2.0万股+2.4万股+121.52%加仓
F第一信托·USTCIBR
0.78%0.68%$445.7万5.0万股$320.1万5.1万股-1,476股-2.89%减仓
VisaV
0.73%0.75%$419.2万1.2万股$353.1万1.2万股+536股+4.59%加仓
特斯拉TSLA
0.68%0.19%$386.2万9,182股$90.6万2,438股+6,744股+276.62%加仓
BBONDBLOXX ETF TRUSTXTRE
0.66%0.78%$379.6万7.7万股$368.3万7.4万股+3,014股+4.05%加仓
帕兰提尔PLTR
0.66%0.98%$378.7万3.2万股$458.5万3.1万股+1,116股+3.56%加仓
I景顺交易所交易基金信托RSP
0.65%$372.4万1.8万股$00股+1.8万股新买入
BBONDBLOXX BLOOMBERG FIVEYEAR TARGET DURATION US TREASURY ETFXFIV
0.64%0.73%$368.2万7.6万股$341.2万6.9万股+6,234股+8.98%加仓
SSPDR行业精选信托XLU
0.63%0.78%$360.1万7.9万股$365.9万8.0万股-314股-0.39%减仓
iShares安硕·MBSACGL
0.61%0.75%$351.0万3.7万股$351.2万3.7万股+142股+0.38%加仓
BBONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETFXSVN
0.59%0.8%$339.9万7.2万股$375.7万7.9万股-6,825股-8.67%减仓
VertivVRT
0.54%0.44%$307.2万9,174股$207.8万8,293股+881股+10.62%加仓
V先锋领航指数基金VUG
0.54%0.42%$306.1万3.6万股$196.6万4,500股+3.1万股+689.62%加仓
AXON ENTERPRISEAXON
0.52%0.46%$299.8万5,347股$218.5万5,144股+203股+3.95%加仓

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