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 |
|---|---|---|---|---|---|---|---|---|
| IYZ | ISHARES TR | $139.65万 | 0.68% | 33,007 | 6,898 | 26.4% | $29.19万 | 加仓 |
| LLY | ELI LILLY & CO | $140.09万 | 0.68% | 1,168 | 676 | 137.4% | $81.08万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $141.60万 | 0.69% | 56,504 | 706 | 1.3% | $1.77万 | 加仓 |
| COR | CENCORA INC | $147.60万 | 0.72% | 5,216 | 229 | 4.6% | $6.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $150.63万 | 0.73% | 4,038 | -352 | -8.0% | -$13.13万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $154.69万 | 0.75% | 20,946 | 20,946 | — | $154.69万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $157.70万 | 0.77% | 8,514 | 606 | 7.7% | $11.22万 | 加仓 |
| GOOG | ALPHABET INC | $161.65万 | 0.79% | 4,575 | 2,024 | 79.3% | $71.51万 | 加仓 |
| BIL | SPDR SERIES TRUST | $163.88万 | 0.80% | 17,883 | -21,334 | -54.4% | -$195.50万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $165.63万 | 0.81% | 8,694 | -3,187 | -26.8% | -$60.72万 | 减仓 |
| EEM | ISHARES TR | $173.17万 | 0.84% | 25,313 | 25,313 | — | $173.17万 | 新建仓 |
| WELL | WELLTOWER INC | $181.28万 | 0.88% | 7,987 | 7,987 | — | $181.28万 | 新建仓 |
| IGIB | ISHARES TR | $183.95万 | 0.90% | 34,597 | 2,897 | 9.1% | $15.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $191.32万 | 0.93% | 2,598 | -435 | -14.3% | -$32.03万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $191.98万 | 0.94% | 22,287 | 69 | 0.3% | $5,944 | 加仓 |
| MBSF | VALUED ADVISERS TR | $194.77万 | 0.95% | 75,859 | 1,833 | 2.5% | $4.71万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $205.82万 | 1.00% | 57,078 | 57,078 | — | $205.82万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $240.11万 | 1.17% | 22,586 | -728 | -3.1% | -$7.74万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $243.49万 | 1.19% | 47,789 | -21 | -0.0% | -$1,070 | 减仓 |
| GOOGL | ALPHABET INC | $248.49万 | 1.21% | 6,953 | 2,750 | 65.4% | $98.28万 | 加仓 |
| AAPL | APPLE INC | $335.70万 | 1.64% | 11,601 | -627 | -5.1% | -$18.14万 | 减仓 |
| VGT | VANGUARD WORLD FD | $338.84万 | 1.65% | 28,350 | 28,350 | — | $338.84万 | 新建仓 |
| MRK | MERCK & CO INC | $357.21万 | 1.74% | 27,798 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $381.38万 | 1.86% | 3,304 | 275 | 9.1% | $31.74万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $397.26万 | 1.94% | 80,612 | -14,264 | -15.0% | -$70.29万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $401.41万 | 1.96% | 151,934 | 151,934 | — | $401.41万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $407.62万 | 1.99% | 159,133 | 99,365 | 166.3% | $254.52万 | 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 |
| VTI | VANGUARD INDEX FDS | $460.66万 | 2.25% | 12,449 | 9,922 | 392.6% | $367.15万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $480.07万 | 2.34% | 89,733 | 40,542 | 82.4% | $216.90万 | 加仓 |
| IVV | ISHARES TR | $539.29万 | 2.63% | 7,201 | -1,334 | -15.6% | -$99.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $549.45万 | 2.68% | 8,000 | 11 | 0.1% | $7,555 | 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 |
| RSP | INVESCO EXCHANGE TRADED FD T | $789.04万 | 3.85% | 37,084 | 26,556 | 252.2% | $565.03万 | 加仓 |
| PULS | PGIM ETF TR | $1,095.86万 | 5.34% | 221,162 | 14,996 | 7.3% | $74.31万 | 加仓 |