WESPAC Advisors, LLC
ORINDA CA · SEC CIK 0001484540
$2.05亿2026Q2 申报市值
200持仓数
28.0%前十大占比 · 第一大 5.3%
48 / 35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
RSP 加仓+$565.03万
VT 加仓+$543.03万
CLOZ 新建仓+$401.41万
VTI 加仓+$367.15万
VGT 新建仓+$338.84万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$732.44万
UUP 清仓-$555.93万
HECA 清仓-$284.30万
XLE 减仓-$278.80万
WDC 重新持有-$267.94万
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 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | $1,095.86万 | 5.34% | 221,162 | 14,996 | 7.3% | $74.31万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $789.04万 | 3.85% | 37,084 | 26,556 | 252.2% | $565.03万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $584.50万 | 2.85% | 37,241 | 34,599 | 1,309.6% | $543.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $549.45万 | 2.68% | 8,000 | 11 | 0.1% | $7,555 | 加仓 |
| IVV | ISHARES TR | $539.29万 | 2.63% | 7,201 | -1,334 | -15.6% | -$99.90万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $480.07万 | 2.34% | 89,733 | 40,542 | 82.4% | $216.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $460.66万 | 2.25% | 12,449 | 9,922 | 392.6% | $367.15万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $427.85万 | 2.09% | 46,528 | -8,093 | -14.8% | -$74.42万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $407.62万 | 1.99% | 159,133 | 99,365 | 166.3% | $254.52万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $401.41万 | 1.96% | 151,934 | 151,934 | — | $401.41万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $397.26万 | 1.94% | 80,612 | -14,264 | -15.0% | -$70.29万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $381.38万 | 1.86% | 3,304 | 275 | 9.1% | $31.74万 | 加仓 |
| MRK | MERCK & CO INC | $357.21万 | 1.74% | 27,798 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $338.84万 | 1.65% | 28,350 | 28,350 | — | $338.84万 | 新建仓 |
| AAPL | APPLE INC | $335.70万 | 1.64% | 11,601 | -627 | -5.1% | -$18.14万 | 减仓 |
| GOOGL | ALPHABET INC | $248.49万 | 1.21% | 6,953 | 2,750 | 65.4% | $98.28万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $243.49万 | 1.19% | 47,789 | -21 | -0.0% | -$1,070 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $240.11万 | 1.17% | 22,586 | -728 | -3.1% | -$7.74万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $205.82万 | 1.00% | 57,078 | 57,078 | — | $205.82万 | 新建仓 |
| MBSF | VALUED ADVISERS TR | $194.77万 | 0.95% | 75,859 | 1,833 | 2.5% | $4.71万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $191.98万 | 0.94% | 22,287 | 69 | 0.3% | $5,944 | 加仓 |
| QQQ | INVESCO QQQ TR | $191.32万 | 0.93% | 2,598 | -435 | -14.3% | -$32.03万 | 减仓 |
| IGIB | ISHARES TR | $183.95万 | 0.90% | 34,597 | 2,897 | 9.1% | $15.40万 | 加仓 |
| WELL | WELLTOWER INC | $181.28万 | 0.88% | 7,987 | 7,987 | — | $181.28万 | 新建仓 |
| EEM | ISHARES TR | $173.17万 | 0.84% | 25,313 | 25,313 | — | $173.17万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $165.63万 | 0.81% | 8,694 | -3,187 | -26.8% | -$60.72万 | 减仓 |
| BIL | SPDR SERIES TRUST | $163.88万 | 0.80% | 17,883 | -21,334 | -54.4% | -$195.50万 | 减仓 |
| GOOG | ALPHABET INC | $161.65万 | 0.79% | 4,575 | 2,024 | 79.3% | $71.51万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $157.70万 | 0.77% | 8,514 | 606 | 7.7% | $11.22万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $154.69万 | 0.75% | 20,946 | 20,946 | — | $154.69万 | 新建仓 |
| MSFT | MICROSOFT CORP | $150.63万 | 0.73% | 4,038 | -352 | -8.0% | -$13.13万 | 减仓 |
| COR | CENCORA INC | $147.60万 | 0.72% | 5,216 | 229 | 4.6% | $6.48万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $141.60万 | 0.69% | 56,504 | 706 | 1.3% | $1.77万 | 加仓 |
| LLY | ELI LILLY & CO | $140.09万 | 0.68% | 1,168 | 676 | 137.4% | $81.08万 | 加仓 |
| IYZ | ISHARES TR | $139.65万 | 0.68% | 33,007 | 6,898 | 26.4% | $29.19万 | 加仓 |
| WMT | WALMART INC | $136.42万 | 0.67% | 12,045 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $136.32万 | 0.66% | 26,589 | 10,051 | 60.8% | $51.53万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $134.57万 | 0.66% | 25,804 | 25,804 | — | $134.57万 | 新建仓 |
| PYLD | PIMCO ETF TR | $133.05万 | 0.65% | 50,169 | 241 | 0.5% | $6,391 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $132.94万 | 0.65% | 33,597 | -18,263 | -35.2% | -$72.27万 | 减仓 |
| FIX | COMFORT SYS USA INC | $131.21万 | 0.64% | 662 | 662 | — | $131.21万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $126.27万 | 0.62% | 2,644 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $125.04万 | 0.61% | 5,507 | -952 | -14.7% | -$21.62万 | 减仓 |
| IAU | ISHARES GOLD TR | $121.62万 | 0.59% | 16,107 | -7,719 | -32.4% | -$58.29万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $121.23万 | 0.59% | 19,630 | 216 | 1.1% | $1.33万 | 加仓 |
| XAR | SPDR SERIES TRUST | $118.74万 | 0.58% | 4,184 | 2,992 | 251.0% | $84.91万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $118.51万 | 0.58% | 2,040 | 183 | 9.9% | $10.63万 | 加仓 |
| IDV | ISHARES TR | $116.60万 | 0.57% | 28,143 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $115.85万 | 0.56% | 22,318 | 10,786 | 93.5% | $55.99万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $113.70万 | 0.55% | 29,464 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $112.64万 | 0.55% | 3,749 | 2,120 | 130.1% | $63.70万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $109.34万 | 0.53% | 82,677 | 874 | 1.1% | $1.16万 | 加仓 |
| SGOV | ISHARES TR | $108.98万 | 0.53% | 10,825 | -72,757 | -87.0% | -$732.44万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $107.25万 | 0.52% | 20,944 | 280 | 1.4% | $1.43万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $105.98万 | 0.52% | 19,768 | 19,768 | — | $105.98万 | 新建仓 |
| QCOM | QUALCOMM INC | $104.65万 | 0.51% | 5,663 | 250 | 4.6% | $4.62万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $104.38万 | 0.51% | 6,824 | 6,824 | — | $104.38万 | 新建仓 |
| TSLA | TESLA INC | $104.31万 | 0.51% | 2,480 | -7 | -0.3% | -$2,944 | 减仓 |
| USMV | ISHARES TR | $102.39万 | 0.50% | 10,615 | 10,615 | — | $102.39万 | 新建仓 |
| MLPX | GLOBAL X FDS | $102.03万 | 0.50% | 13,851 | 865 | 6.7% | $6.37万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $101.36万 | 0.49% | 31,964 | -112 | -0.3% | -$3,552 | 减仓 |
| FLTR | VANECK ETF TRUST | $100.16万 | 0.49% | 39,110 | 6,335 | 19.3% | $16.22万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $100.03万 | 0.49% | 20,692 | 1,395 | 7.2% | $6.74万 | 加仓 |
| UMH | UMH PPTYS INC | $99.30万 | 0.48% | 65,587 | 65,587 | — | $99.30万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $95.31万 | 0.46% | 2,403 | 2,403 | — | $95.31万 | 新建仓 |
| ENB | ENBRIDGE INC | $94.94万 | 0.46% | 17,513 | 1,531 | 9.6% | $8.30万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $91.83万 | 0.45% | 9,351 | 469 | 5.3% | $4.61万 | 重新持有 |
| FWD | AB ACTIVE ETFS INC | $91.43万 | 0.45% | 6,173 | 6,173 | — | $91.43万 | 新建仓 |
| IRM | IRON MTN INC DEL | $91.39万 | 0.45% | 7,235 | 7,235 | — | $91.39万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $90.76万 | 0.44% | 4,536 | -603 | -11.7% | -$12.07万 | 减仓 |
| BAC | BANK OF AMER CORP | $88.46万 | 0.43% | 15,525 | 88 | 0.6% | $5,014 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $87.01万 | 0.42% | 23,844 | 850 | 3.7% | $3.10万 | 加仓 |
| TPR | TAPESTRY INC | $86.82万 | 0.42% | 5,931 | -73 | -1.2% | -$1.07万 | 重新持有 |
| ROKU | ROKU INC | $85.67万 | 0.42% | 6,202 | 6,202 | — | $85.67万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $85.58万 | 0.42% | 16,119 | 281 | 1.8% | $1.49万 | 加仓 |
| COHR | COHERENT CORP | $84.10万 | 0.41% | 2,132 | 2,132 | — | $84.10万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $83.83万 | 0.41% | 89,278 | 2,746 | 3.2% | $2.58万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $83.52万 | 0.41% | 15,726 | -52,495 | -76.9% | -$278.80万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $81.69万 | 0.40% | 11,714 | 11,714 | — | $81.69万 | 新建仓 |
| LQD | ISHARES TR | $79.92万 | 0.39% | 7,327 | 135 | 1.9% | $1.47万 | 加仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $79.16万 | 0.39% | 72,687 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $78.47万 | 0.38% | 7,248 | 7,248 | — | $78.47万 | 新建仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $76.74万 | 0.37% | 72,603 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $75.69万 | 0.37% | 3,398 | 3,398 | — | $75.69万 | 新建仓 |
| AMGN | AMGEN INC | $75.59万 | 0.37% | 2,087 | 0 | 0.0% | — | 不变 |
| RAAX | VANECK ETF TRUST | $72.04万 | 0.35% | 18,160 | -12,857 | -41.5% | -$51.00万 | 减仓 |
| T | AT&T INC | $70.70万 | 0.34% | 34,155 | 1,492 | 4.6% | $3.09万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $70.69万 | 0.34% | 13,398 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $68.21万 | 0.33% | 4,299 | -128 | -2.9% | -$2.03万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $66.72万 | 0.33% | 4,222 | 2,037 | 93.2% | $32.19万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $66.63万 | 0.32% | 30,507 | 139 | 0.5% | $3,036 | 加仓 |
| OKE | ONEOK INC NEW | $64.41万 | 0.31% | 7,409 | 380 | 5.4% | $3.30万 | 加仓 |
| MOD | MODINE MFG CO | $63.74万 | 0.31% | 2,387 | 2,387 | — | $63.74万 | 新建仓 |
| GLD | SPDR GOLD TR | $62.07万 | 0.30% | 1,685 | -980 | -36.8% | -$36.10万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $61.32万 | 0.30% | 33,090 | 1,315 | 4.1% | $2.44万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $61.16万 | 0.30% | 25,872 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $60.24万 | 0.29% | 5,048 | 5,048 | — | $60.24万 | 新建仓 |
| INTC | INTEL CORP | $60.23万 | 0.29% | 4,313 | 4,313 | — | $60.23万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $59.87万 | 0.29% | 640 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $59.51万 | 0.29% | 13,516 | 1,534 | 12.8% | $6.75万 | 加仓 |