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 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | $1,020.52万 | 5.59% | 206,166 | 141,300 | 217.8% | $699.43万 | 加仓 |
| SGOV | ISHARES TR | $841.34万 | 4.61% | 83,582 | 83,582 | — | $841.34万 | 新建仓 |
| IVV | ISHARES TR | $557.51万 | 3.05% | 8,535 | -5,008 | -37.0% | -$327.13万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $555.93万 | 3.04% | 200,119 | 200,119 | — | $555.93万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $477.38万 | 2.61% | 7,989 | 544 | 7.3% | $32.51万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $467.77万 | 2.56% | 54,621 | -13,954 | -20.3% | -$119.50万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $417.92万 | 2.29% | 68,221 | 63,711 | 1,412.7% | $390.29万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $403.60万 | 2.21% | 94,876 | -7,676 | -7.5% | -$32.65万 | 减仓 |
| BIL | SPDR SERIES TRUST | $359.38万 | 1.97% | 39,217 | 19,393 | 97.8% | $177.72万 | 加仓 |
| MRK | MERCK & CO INC | $334.39万 | 1.83% | 27,798 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $310.33万 | 1.70% | 12,228 | -98 | -0.8% | -$2.49万 | 减仓 |
| HECA | ETF OPPORTUNITIES TRUST | $284.30万 | 1.56% | 98,477 | 23,317 | 31.0% | $67.32万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $264.50万 | 1.45% | 49,191 | -80,286 | -62.0% | -$431.70万 | 减仓 |
| SDY | SPDR SERIES TRUST | $251.95万 | 1.38% | 17,264 | 2,921 | 20.4% | $42.63万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $245.95万 | 1.35% | 142,001 | 142,001 | — | $245.95万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $239.54万 | 1.31% | 51,860 | -11,708 | -18.4% | -$54.08万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $221.84万 | 1.21% | 47,810 | 5,928 | 14.2% | $27.51万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $218.55万 | 1.20% | 23,314 | 23,314 | — | $218.55万 | 新建仓 |
| IAU | ISHARES GOLD TR | $210.05万 | 1.15% | 23,826 | -9,830 | -29.2% | -$86.66万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $202.05万 | 1.11% | 10,528 | 2,244 | 27.1% | $43.07万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $188.84万 | 1.03% | 74,026 | 5,486 | 8.0% | $13.99万 | 加仓 |
| QQQ | INVESCO QQQ TR | $175.06万 | 0.96% | 3,033 | -3,673 | -54.8% | -$212.00万 | 减仓 |
| IGIB | ISHARES TR | $168.71万 | 0.92% | 31,700 | 1,675 | 5.6% | $8.91万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $162.58万 | 0.89% | 7,055 | 352 | 5.3% | $8.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $162.52万 | 0.89% | 4,390 | -315 | -6.7% | -$11.66万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $161.74万 | 0.89% | 3,703 | -2,019 | -35.3% | -$88.19万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $157.90万 | 0.86% | 11,881 | -12,373 | -51.0% | -$164.44万 | 减仓 |
| COR | CENCORA INC | $156.66万 | 0.86% | 4,987 | -526 | -9.5% | -$16.52万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $152.83万 | 0.84% | 59,768 | 10,839 | 22.2% | $27.72万 | 加仓 |
| WMT | WALMART INC | $149.70万 | 0.82% | 12,045 | 0 | 0.0% | — | 不变 |
| BNO | UNITED STS BRENT OIL FD LP | $141.71万 | 0.78% | 27,247 | 27,247 | — | $141.71万 | 新建仓 |
| MMM | 3M CO | $138.69万 | 0.76% | 9,550 | 436 | 4.8% | $6.33万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $137.61万 | 0.75% | 6,512 | 238 | 3.8% | $5.03万 | 加仓 |
| IVE | ISHARES TR | $136.38万 | 0.75% | 6,459 | -2,462 | -27.6% | -$51.99万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $132.74万 | 0.73% | 29,464 | -16,609 | -36.0% | -$74.82万 | 减仓 |
| GE | GE AEROSPACE | $131.75万 | 0.72% | 4,643 | 119 | 2.6% | $3.38万 | 加仓 |
| PYLD | PIMCO ETF TR | $130.81万 | 0.72% | 49,928 | -63,539 | -56.0% | -$166.47万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $127.90万 | 0.70% | 7,908 | 7,908 | — | $127.90万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $126.27万 | 0.69% | 31,017 | 31,017 | — | $126.27万 | 新建仓 |
| TER | TERADYNE INC | $123.59万 | 0.68% | 4,169 | 310 | 8.0% | $9.19万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $122.87万 | 0.67% | 81,803 | -10,613 | -11.5% | -$15.94万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $120.86万 | 0.66% | 55,798 | 55,798 | — | $120.86万 | 新建仓 |
| GOOGL | ALPHABET INC | $120.85万 | 0.66% | 4,203 | -588 | -12.3% | -$16.91万 | 减仓 |
| IDV | ISHARES TR | $119.78万 | 0.66% | 28,143 | -7,471 | -21.0% | -$31.80万 | 减仓 |
| GLD | SPDR GOLD TR | $114.67万 | 0.63% | 2,665 | -552 | -17.2% | -$23.75万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $113.51万 | 0.62% | 19,414 | -2,359 | -10.8% | -$13.79万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $106.52万 | 0.58% | 20,664 | 2,655 | 14.7% | $13.69万 | 加仓 |
| XOP | SPDR SERIES TRUST | $106.08万 | 0.58% | 5,834 | 5,834 | — | $106.08万 | 新建仓 |
| IYZ | ISHARES TR | $102.66万 | 0.56% | 26,109 | -39,226 | -60.0% | -$154.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $102.33万 | 0.56% | 3,029 | 220 | 7.8% | $7.43万 | 加仓 |
| TIP | ISHARES TR | $102.28万 | 0.56% | 9,268 | 6,811 | 277.2% | $75.17万 | 加仓 |
| APH | AMPHENOL CORP | $102.00万 | 0.56% | 8,073 | 911 | 12.7% | $11.51万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $101.31万 | 0.55% | 7,269 | 940 | 14.9% | $13.10万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $98.41万 | 0.54% | 32,076 | 32,076 | — | $98.41万 | 新建仓 |
| ALB | ALBEMARLE CORP | $97.31万 | 0.53% | 5,420 | 869 | 19.1% | $15.60万 | 加仓 |
| GEV | GE VERNOVA INC | $97.24万 | 0.53% | 1,114 | 278 | 33.3% | $24.27万 | 加仓 |
| MLPX | GLOBAL X FDS | $96.02万 | 0.53% | 12,986 | -1,713 | -11.7% | -$12.67万 | 减仓 |
| T | AT&T INC | $94.69万 | 0.52% | 32,663 | -7,830 | -19.3% | -$22.70万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $93.42万 | 0.51% | 19,297 | -2,599 | -11.9% | -$12.58万 | 减仓 |
| TSLA | TESLA INC | $92.45万 | 0.51% | 2,487 | 7 | 0.3% | $2,602 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $90.53万 | 0.50% | 19,728 | 6,226 | 46.1% | $28.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $89.62万 | 0.49% | 5,139 | -18 | -0.3% | -$3,139 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $89.35万 | 0.49% | 2,644 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $86.53万 | 0.47% | 15,982 | -2,848 | -15.1% | -$15.42万 | 减仓 |
| PAAA | PGIM ETF TR | $84.64万 | 0.46% | 16,538 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $83.51万 | 0.46% | 32,775 | 22,824 | 229.4% | $58.16万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $83.05万 | 0.45% | 22,994 | 22,994 | — | $83.05万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $82.77万 | 0.45% | 757 | 156 | 26.0% | $17.06万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $82.03万 | 0.45% | 86,532 | -9,797 | -10.2% | -$9.29万 | 减仓 |
| NEM | NEWMONT CORP | $81.54万 | 0.45% | 7,533 | 819 | 12.2% | $8.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $81.07万 | 0.44% | 2,527 | 1,077 | 74.3% | $34.55万 | 加仓 |
| MRNA | MODERNA INC | $79.13万 | 0.43% | 15,577 | 15,577 | — | $79.13万 | 新建仓 |
| LQD | ISHARES TR | $78.39万 | 0.43% | 7,192 | 4,433 | 160.7% | $48.32万 | 加仓 |
| SPYI | NEOS ETF TRUST | $78.19万 | 0.43% | 15,838 | -1,785 | -10.1% | -$8.81万 | 减仓 |
| RL | RALPH LAUREN CORP | $77.88万 | 0.43% | 2,264 | 206 | 10.0% | $7.09万 | 加仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $76.90万 | 0.42% | 72,687 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES TR | $75.38万 | 0.41% | 21,221 | -19,570 | -48.0% | -$69.51万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $75.36万 | 0.41% | 72,603 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $75.26万 | 0.41% | 15,437 | -5,423 | -26.0% | -$26.44万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $74.28万 | 0.41% | 9,061 | 3,885 | 75.1% | $31.85万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $74.05万 | 0.41% | 14,818 | 14,818 | — | $74.05万 | 新建仓 |
| AMGN | AMGEN INC | $73.44万 | 0.40% | 2,087 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $73.18万 | 0.40% | 2,551 | -20 | -0.8% | -$5,737 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $72.89万 | 0.40% | 1,121 | -766 | -40.6% | -$49.81万 | 减仓 |
| QCOM | QUALCOMM INC | $69.71万 | 0.38% | 5,413 | -664 | -10.9% | -$8.55万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $68.30万 | 0.37% | 30,368 | -2,663 | -8.1% | -$5.99万 | 减仓 |
| SMH | VANECK ETF TRUST | $67.52万 | 0.37% | 1,761 | -100 | -5.4% | -$3.83万 | 减仓 |
| TFLO | ISHARES TR | $67.03万 | 0.37% | 13,240 | -2,801 | -17.5% | -$14.18万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $65.87万 | 0.36% | 1,422 | -1,107 | -43.8% | -$51.28万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $65.56万 | 0.36% | 13,398 | 4,540 | 51.3% | $22.21万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $64.90万 | 0.36% | 4,427 | -6,604 | -59.9% | -$96.82万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.77万 | 0.35% | 640 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $63.54万 | 0.35% | 7,029 | 42 | 0.6% | $3,796 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $61.51万 | 0.34% | 26,036 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $61.20万 | 0.34% | 25,872 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $59.78万 | 0.33% | 11,532 | -19,427 | -62.8% | -$100.70万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $57.26万 | 0.31% | 31,775 | -3,174 | -9.1% | -$5.72万 | 减仓 |
| SLV | ISHARES SILVER TR | $57.18万 | 0.31% | 8,391 | -27,086 | -76.3% | -$184.56万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $56.28万 | 0.31% | 50,888 | -60,135 | -54.2% | -$66.51万 | 减仓 |
| IYF | ISHARES TR | $54.94万 | 0.30% | 4,669 | 0 | 0.0% | — | 不变 |