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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $59.15万 | 0.29% | 6,844 | 6,844 | — | $59.15万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $57.84万 | 0.28% | 800 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $57.74万 | 0.28% | 1,177 | 1,177 | — | $57.74万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $57.72万 | 0.28% | 9,574 | 0 | 0.0% | — | 不变 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $57.47万 | 0.28% | 14,679 | 14,679 | — | $57.47万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $57.27万 | 0.28% | 767 | -354 | -31.6% | -$26.43万 | 减仓 |
| TWLO | TWILIO INC | $55.09万 | 0.27% | 2,670 | 2,670 | — | $55.09万 | 新建仓 |
| EWS | ISHARES INC | $54.99万 | 0.27% | 18,570 | -644 | -3.4% | -$1.91万 | 减仓 |
| EMB | ISHARES TR | $54.13万 | 0.26% | 5,613 | 925 | 19.7% | $8.92万 | 重新持有 |
| VIS | VANGUARD WORLD FD | $52.07万 | 0.25% | 1,445 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $51.88万 | 0.25% | 12,234 | -377 | -3.0% | -$1.60万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $50.89万 | 0.25% | 23,153 | 293 | 1.3% | $6,440 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $50.75万 | 0.25% | 21,653 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $50.64万 | 0.25% | 986 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $49.32万 | 0.24% | 60,818 | 21,631 | 55.2% | $17.54万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $48.51万 | 0.24% | 44,628 | -6,260 | -12.3% | -$6.80万 | 减仓 |
| AMZN | AMAZON COM INC | $48.48万 | 0.24% | 2,034 | -335 | -14.1% | -$7.98万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $47.96万 | 0.23% | 1,794 | 11 | 0.6% | $2,941 | 加仓 |
| META | META PLATFORMS INC | $47.88万 | 0.23% | 850 | -14 | -1.6% | -$7,886 | 减仓 |
| PG | PROCTER & GAMBLE CO | $46.91万 | 0.23% | 3,199 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $46.63万 | 0.23% | 711 | -1,050 | -59.6% | -$68.87万 | 减仓 |
| CLOI | VANECK ETF TRUST | $46.63万 | 0.23% | 8,807 | 3,884 | 78.9% | $20.57万 | 加仓 |
| IYF | ISHARES TR | $46.30万 | 0.23% | 3,631 | -1,038 | -22.2% | -$13.24万 | 减仓 |
| ITA | ISHARES TR | $46.08万 | 0.22% | 1,901 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $45.47万 | 0.22% | 1,389 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $45.30万 | 0.22% | 14,566 | -1,000 | -6.4% | -$3.11万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $44.63万 | 0.22% | 1,744 | 1,008 | 137.0% | $25.79万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $44.50万 | 0.22% | 1,494 | 1,494 | — | $44.50万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $43.99万 | 0.21% | 842 | -580 | -40.8% | -$30.30万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $42.51万 | 0.21% | 4,718 | 2 | 0.0% | $180 | 加仓 |
| EMXC | ISHARES INC | $41.96万 | 0.20% | 4,102 | 4,102 | — | $41.96万 | 新建仓 |
| XME | SPDR SERIES TRUST | $41.66万 | 0.20% | 3,896 | 1,429 | 57.9% | $15.28万 | 加仓 |
| MMM | 3M CO | $41.04万 | 0.20% | 2,535 | -7,015 | -73.5% | -$113.58万 | 减仓 |
| TIP | ISHARES TR | $40.28万 | 0.20% | 3,681 | -5,587 | -60.3% | -$61.14万 | 减仓 |
| CAT | CATERPILLAR INC | $39.19万 | 0.19% | 368 | -6 | -1.6% | -$6,389 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $37.52万 | 0.18% | 7,431 | 2,190 | 41.8% | $11.06万 | 加仓 |
| CVX | CHEVRON CORPORATION | $36.42万 | 0.18% | 2,197 | 205 | 10.3% | $3.40万 | 加仓 |
| ILF | ISHARES TR | $36.40万 | 0.18% | 10,784 | -10,437 | -49.2% | -$35.22万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $34.97万 | 0.17% | 7,940 | -8 | -0.1% | -$352 | 减仓 |
| RTX | RTX CORPORATION | $33.09万 | 0.16% | 1,744 | -100 | -5.4% | -$1.90万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.90万 | 0.16% | 1,170 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $32.19万 | 0.16% | 19,136 | 19,136 | — | $32.19万 | 新建仓 |
| NRG | NRG ENERGY INC | $31.91万 | 0.16% | 2,185 | -21 | -1.0% | -$3,067 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $31.21万 | 0.15% | 13,257 | -12,779 | -49.1% | -$30.09万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $31.05万 | 0.15% | 1,782 | 17 | 1.0% | $2,962 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $30.61万 | 0.15% | 6,803 | 6,803 | — | $30.61万 | 新建仓 |
| ITB | ISHARES TR | $30.17万 | 0.15% | 2,888 | 2,888 | — | $30.17万 | 新建仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $29.94万 | 0.15% | 13,000 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $29.78万 | 0.15% | 2,086 | 2,086 | — | $29.78万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $29.45万 | 0.14% | 6,239 | -200 | -3.1% | -$9,440 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $29.33万 | 0.14% | 5,894 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $29.23万 | 0.14% | 4,172 | 197 | 5.0% | $1.38万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $28.71万 | 0.14% | 2,272 | -4,997 | -68.7% | -$63.14万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $28.49万 | 0.14% | 14,523 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $27.97万 | 0.14% | 12,518 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $27.74万 | 0.14% | 1,065 | -35 | -3.2% | -$9,115 | 减仓 |
| V | VISA INC | $26.52万 | 0.13% | 773 | -98 | -11.3% | -$3.36万 | 减仓 |
| ARW | ARROW ELECTRS INC | $26.33万 | 0.13% | 1,234 | 1,234 | — | $26.33万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $26.19万 | 0.13% | 410 | -4,195 | -91.1% | -$267.94万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.08万 | 0.13% | 4,618 | -291 | -5.9% | -$1.64万 | 减仓 |
| ORCL | ORACLE CORP | $25.70万 | 0.13% | 1,754 | 2 | 0.1% | $293 | 加仓 |
| XSD | SPDR SERIES TRUST | $25.32万 | 0.12% | 406 | 406 | — | $25.32万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $25.08万 | 0.12% | 4,935 | -9,883 | -66.7% | -$50.24万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $25.03万 | 0.12% | 11,420 | 11,420 | — | $25.03万 | 新建仓 |
| EQT | EQT CORP | $24.90万 | 0.12% | 4,684 | 334 | 7.7% | $1.78万 | 加仓 |
| NTRS | NORTHERN TR CORP | $24.79万 | 0.12% | 1,426 | 1,426 | — | $24.79万 | 新建仓 |
| IVW | ISHARES TR | $24.33万 | 0.12% | 1,769 | -270 | -13.2% | -$3.71万 | 减仓 |
| EXC | EXELON CORP | $23.61万 | 0.12% | 5,064 | 838 | 19.8% | $3.91万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $23.34万 | 0.11% | 4,973 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $23.31万 | 0.11% | 3,859 | 3,859 | — | $23.31万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $23.27万 | 0.11% | 695 | 695 | — | $23.27万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $23.22万 | 0.11% | 5,122 | -14,606 | -74.0% | -$66.22万 | 减仓 |
| GDX | VANECK ETF TRUST | $23.06万 | 0.11% | 3,056 | -45 | -1.5% | -$3,395 | 减仓 |
| DINO | HF SINCLAIR CORP | $23.05万 | 0.11% | 3,310 | 3,310 | — | $23.05万 | 新建仓 |
| AVGO | BROADCOM INC | $23.00万 | 0.11% | 609 | -89 | -12.8% | -$3.36万 | 减仓 |
| MO | ALTRIA GROUP INC | $22.40万 | 0.11% | 3,113 | -395 | -11.3% | -$2.84万 | 重新持有 |
| NEM | NEWMONT CORP | $22.31万 | 0.11% | 2,389 | -5,144 | -68.3% | -$48.05万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $22.29万 | 0.11% | 6,973 | -9,041 | -56.5% | -$28.90万 | 减仓 |
| WFC | WELLS FARGO & CO | $22.19万 | 0.11% | 2,685 | 2,685 | — | $22.19万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $21.72万 | 0.11% | 11,124 | -2,255 | -16.9% | -$4.40万 | 减仓 |
| GMED | GLOBUS MED INC | $21.70万 | 0.11% | 2,746 | 2,746 | — | $21.70万 | 新建仓 |
| AIZ | ASSURANT INC | $21.64万 | 0.11% | 806 | 806 | — | $21.64万 | 新建仓 |
| MLI | MUELLER INDS INC | $21.54万 | 0.10% | 1,752 | 1,752 | — | $21.54万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $21.39万 | 0.10% | 4,887 | 0 | 0.0% | — | 不变 |
| — | ADVISOR MANAGED PORTFOLIOS | $21.26万 | 0.10% | 5,000 | 5,000 | — | $21.26万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $21.19万 | 0.10% | 3,461 | -566 | -14.1% | -$3.47万 | 重新持有 |
| CTRE | CARETRUST REIT INC | $20.92万 | 0.10% | 5,185 | 5,185 | — | $20.92万 | 新建仓 |
| AFL | AFLAC INC | $20.40万 | 0.10% | 1,740 | 1,740 | — | $20.40万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.12万 | 0.10% | 402 | -10 | -2.4% | -$5,004 | 重新持有 |
| GSK | GSK PLC | $20.04万 | 0.10% | 3,823 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $19.85万 | 0.10% | 24,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $19.50万 | 0.10% | 14,032 | -14,388 | -50.6% | -$20.00万 | 重新持有 |
| ENVX | ENOVIX CORPORATION | $14.69万 | 0.07% | 24,200 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $13.02万 | 0.06% | 10,954 | 0 | 0.0% | — | 不变 |
| INV | INNVENTURE INC | $13.02万 | 0.06% | 25,675 | 15,675 | 156.8% | $7.95万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $11.41万 | 0.06% | 19,398 | 1,420 | 7.9% | $8,350 | 加仓 |
| AGNC | AGNC INVT CORP | $11.33万 | 0.06% | 10,398 | 10,398 | — | $11.33万 | 新建仓 |
| — | NUVEEN MUN INCOME FD INC | $11.02万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $10.43万 | 0.05% | 11,000 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $5.71万 | 0.03% | 11,792 | -1,458 | -11.0% | -$7,057 | 减仓 |