WEDBUSH SECURITIES INC
PASADENA CA · SEC CIK 0001142495
$34.29亿2026Q1 申报市值
1,237持仓数
36.9%前十大占比 · 第一大 10.5%
87 / 52新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$1,862.54万
AMZN 加仓+$749.25万
MSFT 加仓+$594.31万
AVGO 加仓+$352.59万
SGOV 加仓+$341.50万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$1,166.71万
NXDT 减仓-$866.81万
DIS 减仓-$179.80万
BSTZ 减仓-$178.77万
CACI 减仓-$161.88万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 | $3.59亿 | 10.46% | 600,451 | -19,525 | -3.1% | -$1,166.71万 | 减仓 |
| AAPL | APPLE INC | $2.51亿 | 7.31% | 987,441 | 73,389 | 8.0% | $1,862.54万 | 加仓 |
| NVDA | NVIDIA CORP | $1.63亿 | 4.75% | 933,310 | 3,561 | 0.4% | $62.10万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $1.16亿 | 3.38% | 116,389 | 1,736 | 1.5% | $172.98万 | 加仓 |
| AMZN | AMAZON.COM INC | $9,440.90万 | 2.75% | 453,299 | 35,975 | 8.6% | $749.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,857.30万 | 2.58% | 239,275 | 16,055 | 7.2% | $594.31万 | 加仓 |
| QQQ | INVESCO | $6,977.60万 | 2.03% | 120,891 | -435 | -0.4% | -$25.11万 | 减仓 |
| GOOGL | ALPHABET INC | $5,021.60万 | 1.46% | 174,627 | 7,212 | 4.3% | $207.39万 | 加仓 |
| SPY | STATE STREET SPDR S&P | $3,802.40万 | 1.11% | 58,468 | 570 | 1.0% | $37.07万 | 加仓 |
| GOOG | ALPHABET INC | $3,734.30万 | 1.09% | 130,180 | 937 | 0.7% | $26.88万 | 加仓 |
| SGOV | ISHARES | $3,508.20万 | 1.02% | 348,522 | 33,926 | 10.8% | $341.50万 | 加仓 |
| META | META PLATFORMS INC | $3,365.00万 | 0.98% | 58,815 | 731 | 1.3% | $41.82万 | 加仓 |
| TSLA | TESLA INC | $3,207.50万 | 0.94% | 86,281 | 4,631 | 5.7% | $172.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,723.20万 | 0.79% | 92,574 | 3,165 | 3.5% | $93.10万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $2,700.00万 | 0.79% | 184,578 | 10,761 | 6.2% | $157.41万 | 加仓 |
| CVX | CHEVRON CORP | $2,690.50万 | 0.78% | 130,039 | 7,228 | 5.9% | $149.55万 | 加仓 |
| IVES | DAN IVES WEDBUSH | $2,600.80万 | 0.76% | 916,734 | 102,493 | 12.6% | $290.78万 | 加仓 |
| AVGO | BROADCOM INC | $2,539.60万 | 0.74% | 82,053 | 11,392 | 16.1% | $352.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $2,440.70万 | 0.71% | 50,932 | -768 | -1.5% | -$36.80万 | 减仓 |
| IVV | ISHARES | $2,163.70万 | 0.63% | 33,124 | 889 | 2.8% | $58.07万 | 加仓 |
| — | EXXON MOBIL CORP | $2,042.50万 | 0.60% | 120,389 | 3,034 | 2.6% | $51.47万 | 加仓 |
| V | VISA INC | $1,968.40万 | 0.57% | 65,128 | 2,454 | 3.9% | $74.17万 | 加仓 |
| HD | HOME DEPOT INC | $1,917.70万 | 0.56% | 58,308 | 3,409 | 6.2% | $112.12万 | 加仓 |
| ABBV | ABBVIE INC | $1,914.00万 | 0.56% | 88,002 | 7,465 | 9.3% | $162.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $1,842.70万 | 0.54% | 90,580 | 4,641 | 5.4% | $94.41万 | 加仓 |
| LLY | ELI LILLY & CO | $1,692.90万 | 0.49% | 18,405 | 331 | 1.8% | $30.45万 | 加仓 |
| WMT | WALMART INC | $1,682.40万 | 0.49% | 135,371 | 5,974 | 4.6% | $74.25万 | 加仓 |
| NFLX | NETFLIX INC | $1,674.30万 | 0.49% | 174,138 | 9,475 | 5.8% | $91.10万 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $1,647.20万 | 0.48% | 67,956 | 3,537 | 5.5% | $85.73万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,594.90万 | 0.47% | 65,248 | 618 | 1.0% | $15.11万 | 加仓 |
| CAT | CATERPILLAR INC | $1,574.10万 | 0.46% | 22,218 | 896 | 4.2% | $63.48万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1,460.70万 | 0.43% | 74,447 | 8,103 | 12.2% | $158.99万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & | $1,455.40万 | 0.42% | 657,087 | -80,710 | -10.9% | -$178.77万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK | $1,455.20万 | 0.42% | 45,360 | 1,149 | 2.6% | $36.86万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $1,448.90万 | 0.42% | 186,732 | -91 | -0.0% | -$7,061 | 减仓 |
| CGDV | CAPITAL GROUP | $1,427.00万 | 0.42% | 335,459 | 33,539 | 11.1% | $142.67万 | 加仓 |
| DIA | STATE STREET | $1,387.90万 | 0.40% | 29,964 | 935 | 3.2% | $43.31万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,301.70万 | 0.38% | 90,117 | 8,123 | 9.9% | $117.33万 | 加仓 |
| MA | MASTERCARD INC | $1,285.30万 | 0.37% | 25,724 | 1,230 | 5.0% | $61.46万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,277.30万 | 0.37% | 79,669 | 12,560 | 18.7% | $201.37万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $1,232.50万 | 0.36% | 252,811 | 10,595 | 4.4% | $51.65万 | 加仓 |
| GLD | SPDR GOLD TRUST | $1,207.50万 | 0.35% | 28,063 | 1,514 | 5.7% | $65.14万 | 加仓 |
| C | CITIGROUP INC | $1,183.30万 | 0.35% | 104,338 | 1,956 | 1.9% | $22.18万 | 加仓 |
| JEPI | JPMORGAN | $1,182.70万 | 0.34% | 208,656 | 25,372 | 13.8% | $143.81万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,122.00万 | 0.33% | 41,481 | 5,537 | 15.4% | $149.77万 | 加仓 |
| RTX | RTX CORP | $1,093.90万 | 0.32% | 56,708 | 3,540 | 6.7% | $68.29万 | 加仓 |
| AMGN | AMGEN INC | $1,090.60万 | 0.32% | 30,997 | 1,212 | 4.1% | $42.64万 | 加仓 |
| GEV | GE VERNOVA LLC | $1,081.80万 | 0.32% | 12,394 | 1,515 | 13.9% | $132.24万 | 加仓 |
| BA | BOEING COMPANY | $1,081.40万 | 0.32% | 54,331 | 3,151 | 6.2% | $62.72万 | 加仓 |
| ORCL | ORACLE CORP | $1,008.50万 | 0.29% | 68,553 | 3,079 | 4.7% | $45.30万 | 加仓 |
| GOLD | GOLD.COM | $1,003.70万 | 0.29% | 250,426 | -23,710 | -8.6% | -$95.03万 | 减仓 |
| MCD | MCDONALDS CORP | $974.40万 | 0.28% | 31,351 | 1,594 | 5.4% | $49.54万 | 加仓 |
| DIS | WALT DISNEY CO | $901.00万 | 0.26% | 93,480 | -18,654 | -16.6% | -$179.80万 | 减仓 |
| QCOM | QUALCOMM INC | $900.10万 | 0.26% | 69,898 | -476 | -0.7% | -$6.13万 | 减仓 |
| KO | COCA-COLA COMPANY | $878.60万 | 0.26% | 115,526 | 23,515 | 25.6% | $178.84万 | 加仓 |
| VEA | VANGUARD | $855.20万 | 0.25% | 133,456 | 30,610 | 29.8% | $196.15万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $846.60万 | 0.25% | 168,638 | -1,152 | -0.7% | -$5.78万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY | $844.70万 | 0.25% | 63,559 | 2,238 | 3.6% | $29.74万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $838.60万 | 0.24% | 24,814 | 1,306 | 5.6% | $44.14万 | 加仓 |
| VUG | VANGUARD | $825.80万 | 0.24% | 18,906 | -69 | -0.4% | -$3.01万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $785.80万 | 0.23% | 22,896 | -158 | -0.7% | -$5.42万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $768.60万 | 0.22% | 9,085 | 746 | 8.9% | $63.11万 | 加仓 |
| VWO | VANGUARD | $756.40万 | 0.22% | 139,950 | 6,857 | 5.2% | $37.06万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $752.00万 | 0.22% | 27,790 | -339 | -1.2% | -$9.17万 | 减仓 |
| CB | CHUBB LTD | $738.60万 | 0.22% | 22,660 | 687 | 3.1% | $22.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $723.40万 | 0.21% | 23,914 | 212 | 0.9% | $6.41万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $703.30万 | 0.21% | 75,723 | -773 | -1.0% | -$7.18万 | 减仓 |
| BUCK | SIMPLIFY | $699.80万 | 0.20% | 297,732 | 37,207 | 14.3% | $87.45万 | 加仓 |
| FTCS | FIRST TRUST | $696.10万 | 0.20% | 75,047 | 7,431 | 11.0% | $68.93万 | 加仓 |
| PPA | INVESCO | $693.60万 | 0.20% | 41,858 | 5,846 | 16.2% | $96.87万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 | $687.80万 | 0.20% | 62,704 | -1,660 | -2.6% | -$18.21万 | 减仓 |
| SNDK | SANDISK CORP | $681.30万 | 0.20% | 10,724 | -777 | -6.8% | -$49.36万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $673.10万 | 0.20% | 14,602 | 739 | 5.3% | $34.07万 | 加仓 |
| MRK | MERCK & COMPANY INC | $664.50万 | 0.19% | 55,244 | 1,772 | 3.3% | $21.31万 | 加仓 |
| BUFD | FIRST TRUST VEST | $658.10万 | 0.19% | 235,042 | 13,134 | 5.9% | $36.77万 | 加仓 |
| SHV | ISHARES | $653.30万 | 0.19% | 59,182 | 2,079 | 3.6% | $22.95万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $652.00万 | 0.19% | 63,505 | 6,084 | 10.6% | $62.46万 | 加仓 |
| PEP | PEPSICO INC | $648.30万 | 0.19% | 41,749 | -8,292 | -16.6% | -$128.76万 | 减仓 |
| YEAR | AB ULTRA SHORT | $624.50万 | 0.18% | 123,734 | 3,428 | 2.8% | $17.30万 | 加仓 |
| MINT | PIMCO | $621.60万 | 0.18% | 61,804 | -4,982 | -7.5% | -$50.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $619.90万 | 0.18% | 18,349 | 1,124 | 6.5% | $37.97万 | 加仓 |
| FDL | FIRST TRUST | $613.90万 | 0.18% | 120,849 | 26,227 | 27.7% | $133.23万 | 加仓 |
| TCAF | T ROWE PRICE | $611.40万 | 0.18% | 171,801 | 30,350 | 21.5% | $108.01万 | 加仓 |
| SMH | VANECK | $611.10万 | 0.18% | 15,939 | -460 | -2.8% | -$17.64万 | 减仓 |
| SCHD | SCHWAB | $593.60万 | 0.17% | 193,478 | 6,919 | 3.7% | $21.23万 | 加仓 |
| KLAC | KLA CORP | $586.40万 | 0.17% | 3,983 | -142 | -3.4% | -$20.91万 | 减仓 |
| BILS | STATE STREET | $585.40万 | 0.17% | 58,869 | 688 | 1.2% | $6.84万 | 加仓 |
| — | PERMA PIPE INTL HOLDINGS | $585.30万 | 0.17% | 196,355 | -7,950 | -3.9% | -$23.70万 | 减仓 |
| SRLN | STATE STREET | $583.00万 | 0.17% | 145,248 | -25,300 | -14.8% | -$101.55万 | 减仓 |
| FEGE | FIRST EAGLE | $582.80万 | 0.17% | 123,990 | 31,495 | 34.1% | $148.04万 | 加仓 |
| PFE | PFIZER INC | $580.50万 | 0.17% | 206,735 | 13,967 | 7.2% | $39.22万 | 加仓 |
| T | AT&T INC | $579.80万 | 0.17% | 199,986 | 2,797 | 1.4% | $8.11万 | 加仓 |
| XLU | STATE STREET UTILS | $565.90万 | 0.17% | 123,327 | -4,115 | -3.2% | -$18.88万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $562.90万 | 0.16% | 14,417 | 1,964 | 15.8% | $76.68万 | 加仓 |
| FTLS | FIRST TRUST | $561.50万 | 0.16% | 79,801 | -2,913 | -3.5% | -$20.50万 | 减仓 |
| TJX | TJX COS INC | $559.00万 | 0.16% | 35,001 | 5,574 | 18.9% | $89.02万 | 加仓 |
| BUFR | FIRST TRUST VEST | $541.30万 | 0.16% | 160,301 | 12,175 | 8.2% | $41.11万 | 加仓 |
| ADI | ANALOG DEVICES INC | $528.20万 | 0.15% | 16,603 | -5 | -0.0% | -$1,591 | 减仓 |
| RDVY | FIRST TRUST | $525.20万 | 0.15% | 76,914 | 5,309 | 7.4% | $36.25万 | 加仓 |
| NOBL | PROSHARES | $519.70万 | 0.15% | 49,019 | 40 | 0.1% | $4,241 | 加仓 |