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 |
|---|---|---|---|---|---|---|---|---|
| FN | FABRINET SHS | $3.54万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| — | GAMESQUARE HLDGS INC COM | $3.56万 | 0.01% | 90,000 | 90,000 | — | $3.56万 | 新建仓 |
| MKSI | MKS INC. COM | $3.56万 | 0.01% | 80 | 5 | 6.7% | $2,224 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $3.69万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD RUSSELL 1000 ETF | $3.73万 | 0.01% | 110 | 110 | — | $3.73万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3.82万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $3.85万 | 0.01% | 400 | 399 | 39,900.0% | $3.84万 | 重新持有 |
| SHEL | ROYAL DUTCH SHELL PLC-ADR | $4.04万 | 0.01% | 521 | -1,284 | -71.1% | -$9.96万 | 减仓 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $4.06万 | 0.01% | 150 | -125 | -45.5% | -$3.38万 | 减仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $4.10万 | 0.01% | 112 | 112 | — | $4.10万 | 新建仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $4.10万 | 0.01% | 310 | -161 | -34.2% | -$2.13万 | 减仓 |
| GEV | GE VERNOVA INC COM | $4.23万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $4.26万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $4.29万 | 0.01% | 444 | -45 | -9.2% | -$4,346 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $4.47万 | 0.01% | 290 | -213 | -42.3% | -$3.29万 | 减仓 |
| RIOT | RIOT PLATFORMS INC COM | $4.55万 | 0.01% | 1,661 | 1,661 | — | $4.55万 | 新建仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $4.55万 | 0.01% | 105 | -120 | -53.3% | -$5.20万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $4.59万 | 0.01% | 189 | 14 | 8.0% | $3,403 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $5.02万 | 0.01% | 3,456 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A SPONSORED ADS | $5.06万 | 0.01% | 3,363 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $5.28万 | 0.01% | 655 | -45 | -6.4% | -$3,626 | 减仓 |
| GLW | CORNING INC COM | $5.31万 | 0.01% | 208 | 208 | — | $5.31万 | 新建仓 |
| — | VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF | $5.32万 | 0.01% | 2,887 | 2,887 | — | $5.32万 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $5.45万 | 0.01% | 345 | 345 | — | $5.45万 | 新建仓 |
| WMT | WALMART INC COM | $6.37万 | 0.01% | 562 | -65 | -10.4% | -$7,362 | 减仓 |
| COP | CONOCOPHILLIPS COM | $6.86万 | 0.02% | 660 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $7.07万 | 0.02% | 166 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $7.28万 | 0.02% | 979 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $7.36万 | 0.02% | 334 | -59 | -15.0% | -$1.30万 | 减仓 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $7.64万 | 0.02% | 409 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $7.79万 | 0.02% | 2,811 | -400 | -12.5% | -$1.11万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $7.88万 | 0.02% | 165 | 37 | 28.9% | $1.77万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $9.22万 | 0.02% | 1,907 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $9.62万 | 0.02% | 1,337 | -150 | -10.1% | -$1.08万 | 减仓 |
| MCD | MCDONALDS CORP COM | $9.87万 | 0.02% | 365 | 14 | 4.0% | $3,784 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $10.34万 | 0.02% | 1,178 | -22 | -1.8% | -$1,931 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $10.59万 | 0.02% | 1,030 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $10.69万 | 0.02% | 47 | -12 | -20.3% | -$2.73万 | 减仓 |
| ECH | ISHARES MSCI CHILE ETF | $11.37万 | 0.03% | 2,864 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $11.55万 | 0.03% | 609 | 75 | 14.0% | $1.42万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $12.75万 | 0.03% | 1,343 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $12.82万 | 0.03% | 1,793 | 72 | 4.2% | $5,149 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $13.06万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $13.22万 | 0.03% | 805 | -108 | -11.8% | -$1.77万 | 减仓 |
| STWD | STARWOOD PPTY TR INC COM | $13.74万 | 0.03% | 8,391 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $14.38万 | 0.03% | 552 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $14.45万 | 0.03% | 782 | -15 | -1.9% | -$2,772 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $14.57万 | 0.03% | 212 | 110 | 107.8% | $7.56万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $15.13万 | 0.03% | 8,165 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $17.22万 | 0.04% | 230 | -114 | -33.1% | -$8.54万 | 减仓 |
| AMP | AMERIPRISE FINANCIAL INC. | $17.71万 | 0.04% | 386 | -20 | -4.9% | -$9,175 | 减仓 |
| V | VISA INC | $17.77万 | 0.04% | 518 | -102 | -16.5% | -$3.50万 | 减仓 |
| DVY | ISHARES DJ SELECT DIVIDEND | $18.44万 | 0.04% | 1,180 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $19.23万 | 0.04% | 509 | 80 | 18.6% | $3.02万 | 加仓 |
| TEX | TEREX CORP NEW COM | $19.62万 | 0.04% | 2,710 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $19.87万 | 0.05% | 607 | -129 | -17.5% | -$4.22万 | 减仓 |
| WEN | WENDYS CO COM | $20.73万 | 0.05% | 25,000 | 25,000 | — | $20.73万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $21.84万 | 0.05% | 618 | -71 | -10.3% | -$2.51万 | 减仓 |
| MSFT | MICROSOFT | $21.93万 | 0.05% | 588 | -107 | -15.4% | -$3.99万 | 减仓 |
| UMAC | UNUSUAL MACHS INC COM SHS | $22.30万 | 0.05% | 10,000 | 10,000 | — | $22.30万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $24.28万 | 0.06% | 1,342 | -189 | -12.3% | -$3.42万 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $27.93万 | 0.06% | 18,773 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $28.69万 | 0.07% | 2,271 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $32.33万 | 0.07% | 1,273 | -265 | -17.2% | -$6.73万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $34.07万 | 0.08% | 3,277 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER CENT HISP | $34.14万 | 0.08% | 24,738 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $35.36万 | 0.08% | 5,707 | 116 | 2.1% | $7,188 | 加仓 |
| DX | DYNEX CAPITAL INC | $36.65万 | 0.08% | 27,955 | 5,643 | 25.3% | $7.40万 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $38.06万 | 0.09% | 10,000 | -1,329 | -11.7% | -$5.06万 | 减仓 |
| GVA | GRANITE CONSTR INC COM | $38.14万 | 0.09% | 2,413 | -854 | -26.1% | -$13.50万 | 减仓 |
| — | YIELDMAX AMD OPTION INCOME STRATEGY ETF | $40.18万 | 0.09% | 6,840 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CL A | $43.42万 | 0.10% | 25,000 | 25,000 | — | $43.42万 | 新建仓 |
| COST | COSTCO WHOLESALE CORP | $47.05万 | 0.11% | 503 | -69 | -12.1% | -$6.45万 | 减仓 |
| — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | $49.41万 | 0.11% | 39,717 | -8,171 | -17.1% | -$10.16万 | 减仓 |
| TPC | TUTOR PERINI CORP COM | $50.14万 | 0.11% | 6,043 | -2,053 | -25.4% | -$17.03万 | 减仓 |
| AGNC | AMERICAN CAPITAL AGENCY CORP. | $56.44万 | 0.13% | 51,776 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $58.59万 | 0.13% | 31,788 | 8,128 | 34.4% | $14.98万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.17% | 1 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $85.39万 | 0.20% | 13,894 | 5,024 | 56.6% | $30.88万 | 加仓 |
| ORCL | ORACLE CORPORATION | $113.96万 | 0.26% | 7,776 | 7,461 | 2,368.6% | $109.34万 | 加仓 |
| D | DOMINION ENERGY INC COM | $141.16万 | 0.32% | 20,670 | 20,670 | — | $141.16万 | 新建仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $142.19万 | 0.33% | 10,400 | 10,400 | — | $142.19万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $161.98万 | 0.37% | 3,237 | 3,081 | 1,975.0% | $154.17万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $163.48万 | 0.37% | 2,189 | 2,009 | 1,116.1% | $150.04万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $428.57万 | 0.98% | 221,827 | 221,827 | — | $428.57万 | 新建仓 |
| JAN | JANUS LIVING INC CL A-1 | $490.82万 | 1.12% | 170,780 | 170,780 | — | $490.82万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $891.73万 | 2.04% | 107,037 | 107,037 | — | $891.73万 | 新建仓 |
| TGT | TARGET CORP COM | $970.30万 | 2.22% | 74,290 | 74,290 | — | $970.30万 | 新建仓 |
| NUE | NUCOR CORP COM | $1,005.25万 | 2.30% | 45,129 | 45,103 | 173,473.1% | $1,004.67万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $1,026.25万 | 2.35% | 40,324 | 40,305 | 212,131.6% | $1,025.76万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE LLC CL A SHS REPSTG | $1,143.45万 | 2.62% | 333,660 | 333,660 | — | $1,143.45万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,195.99万 | 2.74% | 35,358 | -210 | -0.6% | -$7.10万 | 减仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1,246.15万 | 2.85% | 369,119 | -1,902 | -0.5% | -$6.42万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $1,251.21万 | 2.86% | 33,479 | -13 | -0.0% | -$4,858 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $1,259.61万 | 2.88% | 46,850 | -4,811 | -9.3% | -$129.35万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $1,326.12万 | 3.03% | 26,786 | -135 | -0.5% | -$6.68万 | 减仓 |
| GOOGL | GOOGLE INC | $1,424.26万 | 3.26% | 39,854 | 127 | 0.3% | $4.54万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,442.41万 | 3.30% | 60,519 | 4,819 | 8.7% | $114.86万 | 加仓 |
| MRK | MERCK & CO INC | $1,443.02万 | 3.30% | 112,297 | -71 | -0.1% | -$9,124 | 减仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $1,476.27万 | 3.38% | 141,040 | -341 | -0.2% | -$3.57万 | 减仓 |