13FBOX
West Wealth Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

West Wealth Group, LLC

No.3756 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.11亿
环比变动 Q1 2026
+$1.05亿+20.8%
持仓股票数
143
新买入
17
加仓
93
减仓
31
清仓
4
持股不变
2
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
S道富SPYM
14.47%8.5%$8,845.9万100.7万股$4,301.8万56.2万股+44.5万股+79.10%加仓
IiShares安硕信托IVW
10.95%10.49%$6,695.9万48.7万股$5,306.2万46.9万股+1.8万股+3.78%加仓
IiShares安硕·S&PIVE
9.26%10.24%$5,660.6万24.9万股$5,179.3万24.5万股+4,011股+1.64%加仓
B贝莱德ETF信托CORO
8.51%8.53%$5,201.2万142.1万股$4,316.1万134.2万股+7.9万股+5.87%加仓
B贝莱德ETF信托DYNF
7.53%7.46%$4,601.7万67.7万股$3,777.1万64.9万股+2.7万股+4.22%加仓
B贝莱德ETF信托BAI
3.89%3.33%$2,380.7万45.2万股$1,684.4万51.1万股-6.0万股-11.66%减仓
IiShares安硕信托CMF
3.63%3.73%$2,218.2万38.5万股$1,886.7万33.2万股+5.3万股+15.98%加仓
IiShares安硕信托IUSB
3.53%3.91%$2,160.5万46.8万股$1,977.2万42.8万股+4.0万股+9.37%加仓
SSPDR道富指数基金SPEM
2.76%3.79%$1,690.1万32.6万股$1,917.0万40.9万股-8.2万股-20.13%减仓
苹果AAPL
2.71%2.8%$1,654.2万5.7万股$1,415.5万5.6万股+1,392股+2.50%加仓
B贝莱德ETF信托THRO
2.64%3.37%$1,612.3万37.4万股$1,705.0万47.1万股-9.7万股-20.55%减仓
GGlobal X基金SHLD
2%2.24%$1,223.6万20.5万股$1,134.5万16.0万股+4.5万股+27.95%加仓
I景顺交易所交易基金IIPZA
1.98%2.01%$1,209.5万51.4万股$1,017.6万44.3万股+7.1万股+16.13%加仓
JJPMORGAN U.S. MOMENTUM FACTORJMOM
1.98%2.42%$1,207.9万14.1万股$1,225.1万18.0万股-3.9万股-21.64%减仓
IiShares安硕信托EFG
1.75%0.57%$1,070.9万8.6万股$290.6万2.6万股+6.0万股+229.82%加仓
IiShares安硕·MSCIQUAL
1.54%1.5%$943.8万4.3万股$760.4万4.0万股+3,367股+8.49%加仓
英伟达NVDA
1.27%1.3%$779.0万3.9万股$655.7万3.8万股+1,338股+3.56%加仓
IiShares安硕信托EFV
1.24%3.87%$755.8万9.9万股$1,956.0万26.3万股-16.4万股-62.47%减仓
IiShares安硕信托GJS
0.87%0.95%$529.0万23.2万股$483.1万21.1万股+2.1万股+10.12%加仓
博通AVGO
0.8%0.76%$491.9万1.3万股$386.6万1.2万股+530股+4.24%加仓
B贝莱德ETF信托IALT
0.7%$430.2万15.3万股$00股+15.3万股新买入
BBONDBLOXX ETF TRUSTXTEN
0.7%0.78%$429.1万9.4万股$396.0万8.6万股+7,795股+9.03%加仓
SSPDR道富系列信托SPMB
0.64%0.7%$391.5万17.5万股$355.4万15.9万股+1.7万股+10.56%加仓
微软MSFT
0.63%0.73%$383.2万1.0万股$368.4万9,951股+320股+3.22%加仓
V先锋领航·TOTALBNDX
0.61%0.67%$375.9万7.8万股$340.0万7.1万股+6,853股+9.69%加仓
亚马逊AMZN
0.57%0.58%$347.0万1.5万股$295.1万1.4万股+392股+2.77%加仓
AMD超威AMD
0.43%0.2%$263.0万4,527股$99.2万4,877股-350股-7.18%减仓
IiShares黄金信托IAU
0.4%0.5%$244.8万3.2万股$253.5万2.9万股+3,672股+12.77%加仓
特斯拉TSLA
0.39%0.42%$241.4万5,740股$214.3万5,764股-24股-0.42%减仓
B贝莱德·ETF TRUST IIBINC
0.34%0.5%$206.7万3.9万股$251.1万4.8万股-8,865股-18.33%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.32%0.36%$195.3万7,744股$180.7万9,962股-2,218股-22.26%减仓
DDimensional维度ETF信托DFAC
0.32%0.33%$193.5万4.4万股$169.1万4.4万股+107股+0.25%加仓
泛林集团LRCX
0.31%0.19%$190.6万4,399股$94.1万4,406股-7股-0.16%减仓
波音BA
0.28%0.29%$170.4万7,871股$147.2万7,394股+477股+6.45%加仓
IiShares安硕信托USMV
0.28%0.3%$170.2万1.8万股$153.9万1.7万股+1,051股+6.33%加仓
IiShares安硕信托IVV
0.27%0.28%$165.2万2,206股$139.5万2,135股+71股+3.33%加仓
IiShares安硕信托ITOT
0.25%0.26%$152.3万9,303股$133.9万9,468股-165股-1.74%减仓
G高盛ETF信托GTOP
0.22%0.22%$135.2万2.7万股$110.9万3.1万股-3,488股-11.38%减仓
希捷STX
0.21%0.1%$131.3万1,360股$53.1万1,354股+6股+0.44%加仓
谷歌AGOOGL
0.21%0.17%$130.3万3,644股$87.6万3,045股+599股+19.67%加仓
AAvantis·U SAVUV
0.19%0.21%$115.8万9,280股$104.2万9,429股-149股-1.58%减仓
卡特彼勒CAT
0.19%0.13%$114.0万1,070股$65.1万919股+151股+16.43%加仓
IiShares安硕信托VLUE
0.18%0.15%$110.1万5,511股$78.1万5,491股+20股+0.36%加仓
应用材料AMAT
0.18%0.1%$107.8万1,490股$50.8万1,485股+5股+0.34%加仓
G通用动力VTI
0.18%0.18%$107.1万2,893股$89.1万2,778股+115股+4.14%加仓
摩根大通JPM
0.17%0.17%$104.8万3,202股$86.1万2,928股+274股+9.36%加仓
AAlphabet Inc Class CGOOG
0.16%0.16%$100.5万2,844股$80.2万2,796股+48股+1.72%加仓
SEMPRA COMSRE
0.16%0.21%$99.2万1.1万股$105.6万1.1万股-166股-1.53%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.16%0.07%$98.3万2,279股$35.2万2,142股+137股+6.40%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.16%0.15%$96.5万9,434股$74.6万9,481股-47股-0.50%减仓

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