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Western 财富管理 · 13F 持仓分析
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Western 财富管理

Western Wealth Management, LLCNo.1348 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$30.59亿
环比变动 Q1 2026
+$4.49亿+17.2%
持仓股票数
1002
新买入
99
加仓
445
减仓
402
清仓
46
持股不变
56
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
苹果AAPL
3.39%3.39%$1.04亿35.8万股$8,849.1万34.9万股+9,255股+2.65%加仓
I景顺QQQ信托VOO
3%2.91%$9,177.8万12.5万股$7,588.3万13.1万股-6,841股-5.20%减仓
英伟达NVDA
2.64%2.68%$8,080.4万40.4万股$7,000.1万40.1万股+2,456股+0.61%加仓
I景顺·NASDAQ 100 ETFQQQM
2.5%2.85%$7,635.5万25.2万股$7,428.4万31.3万股-6.1万股-19.38%减仓
S道富SPYM
2.14%2.1%$6,538.5万74.4万股$5,489.8万71.7万股+2.7万股+3.73%加仓
C资本集团股息价值CCBG
1.8%1.83%$5,507.1万111.8万股$4,784.5万112.5万股-7,191股-0.64%减仓
SSPDR标普500 ETFSPY
1.49%1.55%$4,555.9万6.1万股$4,033.2万6.2万股-1,009股-1.63%减仓
亚马逊AMZN
1.48%1.51%$4,531.6万19.0万股$3,943.9万18.9万股+769股+0.41%加仓
SSPDR道富系列信托SPYG
1.44%1.47%$4,414.1万37.1万股$3,839.1万39.2万股-2.1万股-5.39%减仓
微软MSFT
1.43%1.6%$4,378.2万11.7万股$4,182.3万11.3万股+4,387股+3.88%加仓
伯克希尔哈撒韦BRK.B
1.28%0.18%$3,917.4万7.8万股$464.8万8.9万股-1.1万股-12.03%减仓
谷歌AGOOGL
1.24%1.19%$3,799.6万10.6万股$3,114.9万10.8万股-2,000股-1.85%减仓
F第一信托交易所交易基金SDVY
1.18%1.28%$3,611.4万83.7万股$3,348.3万84.9万股-1.2万股-1.42%减仓
博通AVGO
1.07%1.05%$3,264.4万8.6万股$2,744.2万8.9万股-2,243股-2.53%减仓
IiShares安硕信托IVW
1.05%1.02%$3,205.7万23.3万股$2,662.2万23.5万股-2,269股-0.96%减仓
IiShares安硕信托IVV
1.03%1.12%$3,160.4万4.2万股$2,931.3万4.5万股-2,675股-5.96%减仓
F第一信托交易所交易基金RDVY
0.96%0.93%$2,930.1万36.1万股$2,415.1万35.4万股+7,768股+2.20%加仓
V先锋领航指数基金VOO
0.92%0.9%$2,820.7万4.1万股$2,359.5万3.9万股+1,584股+4.01%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.85%0.89%$2,597.5万11.0万股$2,324.0万10.8万股+1,714股+1.59%加仓
G通用动力VTI
0.8%0.81%$2,451.9万6.6万股$2,111.8万6.6万股+432股+0.66%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
0.8%0.67%$2,444.7万40.9万股$1,742.1万29.1万股+11.8万股+40.45%加仓
S道富SPYV
0.77%1.04%$2,359.5万38.8万股$2,714.8万48.0万股-9.2万股-19.11%减仓
SSPDR行业精选信托XLK
0.75%0.58%$2,299.6万12.1万股$1,513.2万11.4万股+6,843股+6.01%加仓
AAlphabet Inc Class CGOOG
0.69%0.66%$2,120.2万6.0万股$1,719.2万6.0万股+72股+0.12%加仓
摩根大通JPM
0.69%0.72%$2,115.6万6.5万股$1,873.5万6.4万股+942股+1.48%加仓
SSPDR道富系列信托SPTM
0.67%0.39%$2,062.1万22.7万股$1,011.5万12.8万股+9.9万股+77.53%加仓
IiShares安硕·COREIJH
0.67%0.7%$2,051.7万26.6万股$1,834.8万27.2万股-5,629股-2.07%减仓
V先锋领航全球基金VGT
0.66%0.14%$2,008.2万16.8万股$359.6万2.0万股+14.8万股+721.22%加仓
WWisdomTree信托QGRW
0.65%0.19%$1,985.9万30.1万股$491.2万9.2万股+20.9万股+227.16%加仓
SSPDR黄金信托GLD
0.61%0.82%$1,875.3万5.1万股$2,137.2万5.0万股+1,236股+2.49%加仓
好市多COST
0.6%0.73%$1,824.8万2.0万股$1,912.6万1.9万股+311股+1.62%加仓
WWisdomTree信托DGRW
0.58%0.93%$1,776.4万18.6万股$2,440.0万27.8万股-9.2万股-33.12%减仓
SSPDR道富指数基金SPDW
0.55%0.52%$1,695.2万33.6万股$1,348.0万29.5万股+4.1万股+13.93%加仓
S道富SPSM
0.55%0.52%$1,679.0万29.1万股$1,351.4万28.0万股+1.1万股+4.10%加仓
Meta平台META
0.52%0.61%$1,587.5万2.8万股$1,582.6万2.8万股+520股+1.88%加仓
礼来LLY
0.51%0.47%$1,557.0万1.3万股$1,215.4万1.3万股-233股-1.76%减仓
V先锋领航指数基金VUG
0.49%0.25%$1,499.5万17.4万股$655.6万2.9万股+14.5万股+490.75%加仓
伯克希尔哈撒韦BRK.A
0.49%0.52%$1,497.7万20股$1,364.5万20股00.00%持仓不变
特斯拉TSLA
0.46%0.5%$1,421.2万3.4万股$1,308.9万3.5万股-1,421股-4.04%减仓
VisaV
0.45%0.46%$1,386.2万4.0万股$1,199.6万4.0万股+712股+1.79%加仓
V先锋领航·FTSEVEA
0.45%0.45%$1,376.0万19.3万股$1,170.5万18.3万股+1.0万股+5.73%加仓
台积电TSM
0.45%0.36%$1,364.9万2.9万股$944.7万2.8万股+626股+2.24%加仓
IiShares安硕·RUSSELLIWF
0.42%0.11%$1,276.4万10.3万股$295.0万2.6万股+7.7万股+293.84%加仓
S道富SPMD
0.41%0.49%$1,244.3万18.4万股$1,281.7万21.6万股-3.2万股-14.91%减仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
0.4%0.41%$1,217.2万26.6万股$1,060.3万26.9万股-2,523股-0.94%减仓
AMD超威AMD
0.37%0.17%$1,137.0万2.0万股$439.6万2.2万股-2,034股-9.41%减仓
F第一信托交易所交易基金VIUCON
0.37%0.47%$1,133.8万45.6万股$1,232.9万49.8万股-4.2万股-8.44%减仓
VanEck ETF信托SMH
0.37%0.26%$1,117.7万1.7万股$666.2万1.7万股-336股-1.93%减仓
埃克森美孚XOM
0.36%0.54%$1,108.1万8.1万股$1,399.4万8.2万股-1,430股-1.73%减仓
C资本集团成长ETFCGGR
0.36%0.31%$1,098.3万23.3万股$821.7万20.4万股+2.8万股+13.81%加仓

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