WESPAC Advisors, LLC
ORINDA CA · SEC CIK 0001484540
$1.83亿2026Q1 申报市值
178持仓数
29.8%前十大占比 · 第一大 5.6%
32 / 24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
SGOV 新建仓+$841.34万
PULS 加仓+$699.43万
UUP 新建仓+$555.93万
XLE 加仓+$390.29万
PDBC 新建仓+$245.95万
2026Q1 卖出最多 按季末市值估算
JBND 减仓-$431.70万
IVV 减仓-$327.13万
SCHG 清仓-$286.03万
IDMO 减仓-$272.19万
CLOI 减仓-$256.68万
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 |
|---|---|---|---|---|---|---|---|---|
| EWS | ISHARES INC | $54.22万 | 0.30% | 19,214 | 528 | 2.8% | $1.49万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $53.69万 | 0.29% | 16,014 | 16,014 | — | $53.69万 | 新建仓 |
| SHYG | ISHARES TR | $53.36万 | 0.29% | 12,611 | 301 | 2.4% | $1.27万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $52.50万 | 0.29% | 9,574 | -49,634 | -83.8% | -$272.19万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $50.66万 | 0.28% | 21,653 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $49.43万 | 0.27% | 864 | -123 | -12.5% | -$7.04万 | 减仓 |
| AMZN | AMAZON COM INC | $49.34万 | 0.27% | 2,369 | -24 | -1.0% | -$4,998 | 减仓 |
| MA | MASTERCARD INCORPORATED | $49.27万 | 0.27% | 986 | -139 | -12.4% | -$6.95万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $48.92万 | 0.27% | 11,982 | 11,982 | — | $48.92万 | 新建仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $48.72万 | 0.27% | 11,501 | 11,501 | — | $48.72万 | 新建仓 |
| EWJ | ISHARES INC | $48.59万 | 0.27% | 5,754 | 2,674 | 86.8% | $22.58万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $46.21万 | 0.25% | 3,199 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $45.25万 | 0.25% | 492 | -40 | -7.5% | -$3.68万 | 减仓 |
| VIS | VANGUARD WORLD FD | $45.12万 | 0.25% | 1,445 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $43.35万 | 0.24% | 15,566 | -104 | -0.7% | -$2,896 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $42.41万 | 0.23% | 2,554 | 2,554 | — | $42.41万 | 新建仓 |
| ITA | ISHARES TR | $41.58万 | 0.23% | 1,901 | -140 | -6.9% | -$3.06万 | 减仓 |
| CVX | CHEVRON CORPORATION | $41.21万 | 0.23% | 1,992 | -308 | -13.4% | -$6.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $40.86万 | 0.22% | 1,389 | -495 | -26.3% | -$14.56万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $40.67万 | 0.22% | 22,860 | -917 | -3.9% | -$1.63万 | 减仓 |
| IWM | ISHARES TR | $40.40万 | 0.22% | 1,629 | -6,168 | -79.1% | -$152.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.78万 | 0.21% | 1,857 | -4,353 | -70.1% | -$88.55万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $36.54万 | 0.20% | 2,642 | 902 | 51.8% | $12.48万 | 加仓 |
| RTX | RTX CORPORATION | $35.57万 | 0.19% | 1,844 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $35.46万 | 0.19% | 4,716 | -6 | -0.1% | -$451 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $34.30万 | 0.19% | 7,948 | -15,945 | -66.7% | -$68.82万 | 减仓 |
| AEE | AMEREN CORP | $33.86万 | 0.19% | 3,080 | 3,080 | — | $33.86万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $32.36万 | 0.18% | 2,185 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $32.24万 | 0.18% | 2,206 | -4,235 | -65.8% | -$61.89万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $30.37万 | 0.17% | 1,765 | 14 | 0.8% | $2,409 | 加仓 |
| XAR | SPDR SERIES TRUST | $30.27万 | 0.17% | 1,192 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $30.08万 | 0.16% | 1,783 | 1,783 | — | $30.08万 | 新建仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $29.93万 | 0.16% | 13,000 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE ETF INC | $29.32万 | 0.16% | 5,894 | -5,827 | -49.7% | -$28.99万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $28.50万 | 0.16% | 14,523 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $28.46万 | 0.16% | 3,101 | -6,633 | -68.1% | -$60.87万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.36万 | 0.16% | 1,170 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $28.00万 | 0.15% | 12,518 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.82万 | 0.15% | 4,909 | -18 | -0.4% | -$1,020 | 减仓 |
| EQT | EQT CORP | $27.68万 | 0.15% | 4,350 | 4,350 | — | $27.68万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $27.34万 | 0.15% | 800 | -468 | -36.9% | -$16.00万 | 减仓 |
| VLO | VALERO ENERGY CORP | $27.18万 | 0.15% | 1,100 | -100 | -8.3% | -$2.47万 | 重新持有 |
| XME | SPDR SERIES TRUST | $26.65万 | 0.15% | 2,467 | -3,019 | -55.0% | -$32.61万 | 减仓 |
| CAT | CATERPILLAR INC | $26.50万 | 0.15% | 374 | 374 | — | $26.50万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $26.40万 | 0.14% | 5,241 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $26.33万 | 0.14% | 871 | -528 | -37.7% | -$15.96万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $26.26万 | 0.14% | 1,600 | 1,600 | — | $26.26万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $26.13万 | 0.14% | 13,379 | -1,323 | -9.0% | -$2.58万 | 减仓 |
| CLOI | VANECK ETF TRUST | $25.94万 | 0.14% | 4,923 | -48,705 | -90.8% | -$256.68万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $25.88万 | 0.14% | 6,439 | -1,300 | -16.8% | -$5.22万 | 减仓 |
| ORCL | ORACLE CORP | $25.78万 | 0.14% | 1,752 | 1 | 0.1% | $147 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $25.10万 | 0.14% | 3,408 | -1,821 | -34.8% | -$13.41万 | 减仓 |
| OIH | VANECK ETF TRUST | $24.82万 | 0.14% | 614 | 614 | — | $24.82万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $24.47万 | 0.13% | 10,557 | -1,633 | -13.4% | -$3.78万 | 减仓 |
| NFLX | NETFLIX INC. | $24.42万 | 0.13% | 2,540 | -310 | -10.9% | -$2.98万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $23.84万 | 0.13% | 3,975 | 3,975 | — | $23.84万 | 新建仓 |
| EIX | EDISON INTL | $23.53万 | 0.13% | 3,216 | 3,216 | — | $23.53万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $23.41万 | 0.13% | 4,973 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $23.06万 | 0.13% | 2,039 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $22.94万 | 0.13% | 4,600 | -381 | -7.6% | -$1.90万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $22.53万 | 0.12% | 6,712 | 6,712 | — | $22.53万 | 新建仓 |
| — | WEBSTER FINL CORP | $22.18万 | 0.12% | 3,195 | 3,195 | — | $22.18万 | 新建仓 |
| AVGO | BROADCOM INC | $21.60万 | 0.12% | 698 | -73 | -9.5% | -$2.26万 | 减仓 |
| TXT | TEXTRON INC | $21.36万 | 0.12% | 2,439 | 2,439 | — | $21.36万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $21.33万 | 0.12% | 2,331 | 2,331 | — | $21.33万 | 新建仓 |
| GSK | GSK PLC | $21.10万 | 0.12% | 3,823 | 3,823 | — | $21.10万 | 新建仓 |
| EXC | EXELON CORP | $20.72万 | 0.11% | 4,226 | -730 | -14.7% | -$3.58万 | 减仓 |
| BALL | BALL CORP | $20.68万 | 0.11% | 3,498 | 3,498 | — | $20.68万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $20.34万 | 0.11% | 39,187 | 1,000 | 2.6% | $5,190 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $20.12万 | 0.11% | 4,887 | 4,887 | — | $20.12万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $19.61万 | 0.11% | 24,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $17.34万 | 0.09% | 10,954 | -476 | -4.2% | -$7,535 | 减仓 |
| ENVX | ENOVIX CORPORATION | $12.54万 | 0.07% | 24,200 | -2,000 | -7.6% | -$1.04万 | 减仓 |
| — | NUVEEN MUN INCOME FD INC | $10.45万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $8.92万 | 0.05% | 17,978 | 1,000 | 5.9% | $4,960 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $7.05万 | 0.04% | 13,250 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $4.83万 | 0.03% | 11,000 | 1,000 | 10.0% | $4,390 | 加仓 |
| INV | INNVENTURE INC | $3.91万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -87,684 | -100.0% | -$286.03万 | 清仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -37,574 | -100.0% | -$208.81万 | 清仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -42,338 | -100.0% | -$92.73万 | 清仓 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -4,201 | -100.0% | -$87.85万 | 清仓 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | -6,560 | -100.0% | -$68.27万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -2,584 | -100.0% | -$66.16万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -4,135 | -100.0% | -$39.76万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -13,307 | -100.0% | -$38.35万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGM | ISHARES TR | $0 | 0.00% | 0 | -2,597 | -100.0% | -$33.54万 | 清仓 |
| IAI | ISHARES TR | $0 | 0.00% | 0 | -1,630 | -100.0% | -$29.24万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -13,198 | -100.0% | -$27.24万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -3,749 | -100.0% | -$27.18万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -4,549 | -100.0% | -$25.64万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,398 | -100.0% | -$24.28万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XTEN | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -4,846 | -100.0% | -$22.40万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -4,474 | -100.0% | -$22.02万 | 清仓 |