Westend Capital Management, LLC
SAUSALITO CA · SEC CIK 0001331997
$4.37亿2026Q2 申报市值
241持仓数
50.2%前十大占比 · 第一大 8.4%
55 / 70新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BA 加仓+$1,932.32万
RH 加仓+$1,515.75万
WBI 新建仓+$1,143.45万
LLY 加仓+$1,089.08万
SNOW 加仓+$1,025.76万
2026Q2 卖出最多 按季末市值估算
CENX 减仓-$1,739.13万
SCHW 清仓-$1,130.86万
EQT 清仓-$931.74万
ARM 清仓-$812.36万
FLR 清仓-$421.17万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| OUNZ | VANECK MERK GOLD ETF | $1,544 | 0.00% | 40 | 10 | 33.3% | $386 | 加仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $1,620 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $1,802 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $1,905 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $2,030 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2,137 | 0.00% | 25 | 25 | — | $2,137 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $2,363 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRAPRO SHORT DOW30 | $2,393 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $2,631 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC COM | $2,653 | 0.00% | 73 | 73 | — | $2,653 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $2,754 | 0.00% | 75 | 75 | — | $2,754 | 新建仓 |
| ORI | OLD REP INTL CORP COM | $2,771 | 0.00% | 68 | 68 | — | $2,771 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP COM | $2,775 | 0.00% | 60 | 60 | — | $2,775 | 新建仓 |
| AMCR | AMCOR PLC COM NEW | $2,861 | 0.00% | 66 | -201 | -75.3% | -$8,713 | 减仓 |
| DOW | DOW HLDGS INC COM | $3,037 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $3,040 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $3,049 | 0.00% | 72 | 72 | — | $3,049 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $3,195 | 0.00% | 73 | 73 | — | $3,195 | 新建仓 |
| NNN | NNN REIT INC COM | $3,244 | 0.00% | 70 | 70 | — | $3,244 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $3,246 | 0.00% | 12 | -32 | -72.7% | -$8,656 | 减仓 |
| ENB | ENBRIDGE INC COM | $3,253 | 0.00% | 60 | 60 | — | $3,253 | 新建仓 |
| BE | BLOOM ENERGY CORP COM CL A | $3,632 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $3,775 | 0.00% | 15 | -112 | -88.2% | -$2.82万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $3,808 | 0.00% | 65 | 65 | — | $3,808 | 新建仓 |
| — | SCHWAB CRYPTO THEMATIC ETF | $3,954 | 0.00% | 57 | -13 | -18.6% | -$902 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $4,018 | 0.00% | 67 | 67 | — | $4,018 | 新建仓 |
| OGN | ORGANON & CO COMMON STOCK | $4,238 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| NAIL | DIREXION DAILY HOMEBUILDERS & SUPPLIES BULL 3X ETF | $4,263 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $4,534 | 0.00% | 6 | -13 | -68.4% | -$9,824 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $4,605 | 0.00% | 13 | -22 | -62.9% | -$7,793 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,711 | 0.00% | 66 | 66 | — | $4,711 | 新建仓 |
| PFE | PFIZER INC COM | $4,792 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $4,808 | 0.00% | 23 | -82 | -78.1% | -$1.71万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $4,886 | 0.00% | 64 | 64 | — | $4,886 | 新建仓 |
| PH | PARKER-HANNIFIN CORP COM | $4,891 | 0.00% | 5 | -5 | -50.0% | -$4,891 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $4,893 | 0.00% | 67 | 67 | — | $4,893 | 新建仓 |
| DOV | DOVER CORP COM | $4,934 | 0.00% | 22 | -22 | -50.0% | -$4,934 | 减仓 |
| TFC | TRUIST FINL CORP COM | $4,982 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $4,983 | 0.00% | 64 | 64 | — | $4,983 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $5,657 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $5,898 | 0.00% | 67 | 67 | — | $5,898 | 新建仓 |
| KO | COCA COLA CO COM | $5,933 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $6,234 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $6,295 | 0.00% | 67 | 67 | — | $6,295 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $6,306 | 0.00% | 43 | -108 | -71.5% | -$1.58万 | 减仓 |
| SO | SOUTHERN CO COM | $6,452 | 0.00% | 67 | -89 | -57.1% | -$8,571 | 重新持有 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $6,818 | 0.00% | 69 | 69 | — | $6,818 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $7,154 | 0.00% | 24 | -5 | -17.2% | -$1,490 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $7,286 | 0.00% | 60 | 60 | — | $7,286 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $7,366 | 0.00% | 22 | 22 | — | $7,366 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP COM | $7,380 | 0.00% | 69 | 69 | — | $7,380 | 新建仓 |
| ED | CONSOLIDATED EDISON INC COM | $7,385 | 0.00% | 67 | 67 | — | $7,385 | 新建仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $7,594 | 0.00% | 66 | 66 | — | $7,594 | 新建仓 |
| SLRC | SLR INVESTMENT CORP COM | $7,843 | 0.00% | 634 | -336 | -34.6% | -$4,157 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $7,982 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $8,151 | 0.00% | 16 | -22 | -57.9% | -$1.12万 | 减仓 |
| BNDW | VANGUARD TOTAL WORLD BOND ETF | $8,251 | 0.00% | 120 | 120 | — | $8,251 | 新建仓 |
| SPXS | DIREXION DAILY S&P 500 BEAR 3X ETF | $8,291 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| — | DIREXION DAILY FINANCIAL BEAR 3X SHARES | $8,469 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $8,571 | 0.00% | 68 | 68 | — | $8,571 | 新建仓 |
| CSCO | CISCO SYS INC | $9,866 | 0.00% | 84 | -5 | -5.6% | -$587 | 减仓 |
| PSX | PHILLIPS 66 | $9,974 | 0.00% | 59 | -22 | -27.2% | -$3,719 | 减仓 |
| TSLA | TESLA INC COM | $1.05万 | 0.00% | 25 | -6 | -19.4% | -$2,524 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $1.06万 | 0.00% | 333 | 333 | — | $1.06万 | 新建仓 |
| HD | HOME DEPOT | $1.06万 | 0.00% | 30 | -42 | -58.3% | -$1.48万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $1.19万 | 0.00% | 60 | 60 | — | $1.19万 | 新建仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1.22万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX SNOW OPTION INCOME STRATEGY ETF | $1.22万 | 0.00% | 1,168 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.24万 | 0.00% | 50 | -50 | -50.0% | -$1.24万 | 减仓 |
| BLK | BLACKROCK INC | $1.25万 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DLY | DOUBLELINE YIELD OPPORTUNITIES COM | $1.34万 | 0.00% | 953 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.52万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $1.57万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $1.62万 | 0.00% | 112 | -20 | -15.2% | -$2,892 | 减仓 |
| DE | DEERE & CO COM | $1.65万 | 0.00% | 26 | -10 | -27.8% | -$6,343 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $1.80万 | 0.00% | 35 | -9 | -20.5% | -$4,622 | 减仓 |
| USB | US BANCORP COM NEW | $1.81万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $1.95万 | 0.00% | 87 | -1 | -1.1% | -$224 | 减仓 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $2.03万 | 0.00% | 310 | -269 | -46.5% | -$1.76万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $2.05万 | 0.00% | 92 | -22 | -19.3% | -$4,903 | 减仓 |
| PSA | PUBLIC STORAGE COM | $2.12万 | 0.00% | 67 | 67 | — | $2.12万 | 新建仓 |
| PEP | PEPSICO INC COM | $2.14万 | 0.00% | 158 | -416 | -72.5% | -$5.63万 | 减仓 |
| META | META PLATFORMS INC CL A | $2.20万 | 0.01% | 39 | 7 | 21.9% | $3,943 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $2.36万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC COM | $2.37万 | 0.01% | 951 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $2.44万 | 0.01% | 147 | -404 | -73.3% | -$6.70万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $2.44万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES INC | $2.44万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| — | 374WATER INC COM | $2.47万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $2.52万 | 0.01% | 68 | -409 | -85.7% | -$15.13万 | 减仓 |
| CI | THE CIGNA GROUP COM | $2.70万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2.76万 | 0.01% | 117 | 117 | — | $2.76万 | 新建仓 |
| VTV | VANGUARD VALUE ETF | $2.83万 | 0.01% | 130 | 130 | — | $2.83万 | 新建仓 |
| FSUN | FIRSTSUN CAP BANCORP COM | $3.12万 | 0.01% | 804 | 804 | — | $3.12万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $3.29万 | 0.01% | 117 | 66 | 129.4% | $1.85万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $3.29万 | 0.01% | 849 | -600 | -41.4% | -$2.32万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $3.30万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $3.37万 | 0.01% | 110 | 110 | — | $3.37万 | 新建仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $3.41万 | 0.01% | 240 | -45 | -15.8% | -$6,385 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $3.52万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |