West Family Investments, Inc.
CARLSBAD CA · SEC CIK 0001568303
$3.63亿2026Q2 申报市值
468持仓数
24.9%前十大占比 · 第一大 4.2%
190 / 26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
IEMG 新建仓+$1,320.78万
IEFA 新建仓+$562.41万
NVDA 加仓+$240.55万
MSFT 加仓+$187.11万
AMD 加仓+$142.09万
2026Q2 卖出最多 按季末市值估算
IAU 清仓-$3,406.65万
SCHP 清仓-$1,699.80万
TLT 清仓-$1,666.16万
MBB 清仓-$769.65万
VT 清仓-$267.65万
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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $33.17万 | 0.09% | 3,446 | 87 | 2.6% | $8,374 | 加仓 |
| ENB | ENBRIDGE INC | $33.32万 | 0.09% | 6,146 | 70 | 1.2% | $3,795 | 加仓 |
| BN | BROOKFIELD CORP | $33.60万 | 0.09% | 7,890 | 304 | 4.0% | $1.29万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $33.70万 | 0.09% | 13,585 | 13,585 | — | $33.70万 | 新建仓 |
| MSCI | MSCI INC | $33.77万 | 0.09% | 603 | 603 | — | $33.77万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $33.84万 | 0.09% | 3,675 | -559 | -13.2% | -$5.15万 | 减仓 |
| MDT | MEDTRONIC PLC | $33.87万 | 0.09% | 4,330 | 1,148 | 36.1% | $8.98万 | 加仓 |
| MAS | MASCO CORP | $34.01万 | 0.09% | 4,180 | 4,180 | — | $34.01万 | 新建仓 |
| F | FORD MTR CO | $34.12万 | 0.09% | 24,549 | 24,549 | — | $34.12万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $34.41万 | 0.09% | 1,180 | 1,180 | — | $34.41万 | 新建仓 |
| ARGX | ARGENX SE | $34.70万 | 0.10% | 374 | 4 | 1.1% | $3,711 | 加仓 |
| EIX | EDISON INTL | $34.75万 | 0.10% | 4,667 | 4,667 | — | $34.75万 | 新建仓 |
| RBRK | RUBRIK INC. | $34.83万 | 0.10% | 4,339 | 4,339 | — | $34.83万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $35.01万 | 0.10% | 2,257 | 1,153 | 104.4% | $17.89万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $35.06万 | 0.10% | 4,502 | 4,502 | — | $35.06万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $35.13万 | 0.10% | 1,971 | -329 | -14.3% | -$5.86万 | 减仓 |
| ARW | ARROW ELECTRS INC | $35.15万 | 0.10% | 1,647 | 1,647 | — | $35.15万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $35.17万 | 0.10% | 1,820 | 1,820 | — | $35.17万 | 新建仓 |
| NWSA | NEWS CORP NEW | $35.39万 | 0.10% | 14,251 | 14,251 | — | $35.39万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $35.51万 | 0.10% | 14,057 | 14,057 | — | $35.51万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.55万 | 0.10% | 894 | -51 | -5.4% | -$2.03万 | 减仓 |
| TRP | TC ENERGY CORP | $35.75万 | 0.10% | 5,393 | 45 | 0.8% | $2,983 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $35.87万 | 0.10% | 1,656 | 353 | 27.1% | $7.65万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $35.90万 | 0.10% | 20,248 | 20,248 | — | $35.90万 | 新建仓 |
| APP | APPLOVIN CORP | $35.96万 | 0.10% | 698 | 8 | 1.2% | $4,122 | 加仓 |
| B | BARRICK MNG CORP | $36.04万 | 0.10% | 9,811 | 4,444 | 82.8% | $16.32万 | 加仓 |
| ETN | EATON CORP PLC | $36.35万 | 0.10% | 853 | 41 | 5.0% | $1.75万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $36.51万 | 0.10% | 2,525 | 2,525 | — | $36.51万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $36.82万 | 0.10% | 7,367 | 7,367 | — | $36.82万 | 新建仓 |
| VMC | VULCAN MATLS CO | $37.08万 | 0.10% | 1,257 | 1,257 | — | $37.08万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $37.12万 | 0.10% | 4,301 | 1,020 | 31.1% | $8.80万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $37.17万 | 0.10% | 4,054 | 1,489 | 58.1% | $13.65万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $37.61万 | 0.10% | 1,550 | -108 | -6.5% | -$2.62万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $37.80万 | 0.10% | 3,518 | 3,518 | — | $37.80万 | 新建仓 |
| ALAB | ASTERA LABS INC | $37.87万 | 0.10% | 784 | 784 | — | $37.87万 | 新建仓 |
| GIS | GENERAL MILLS INC | $38.01万 | 0.10% | 10,921 | 2,932 | 36.7% | $10.20万 | 重新持有 |
| IP | INTERNATIONAL PAPER CO | $38.36万 | 0.11% | 10,067 | 10,067 | — | $38.36万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $38.44万 | 0.11% | 10,940 | 10,940 | — | $38.44万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $38.98万 | 0.11% | 7,731 | 7,731 | — | $38.98万 | 新建仓 |
| VNO | VORNADO RLTY TR | $39.00万 | 0.11% | 9,923 | 9,923 | — | $39.00万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $39.43万 | 0.11% | 16,632 | 16,632 | — | $39.43万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $39.53万 | 0.11% | 13,492 | 13,492 | — | $39.53万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $39.71万 | 0.11% | 1,920 | 1,920 | — | $39.71万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $39.81万 | 0.11% | 288 | 20 | 7.5% | $2.76万 | 加仓 |
| DG | DOLLAR GEN CORP | $39.86万 | 0.11% | 3,463 | 1,428 | 70.2% | $16.44万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $39.88万 | 0.11% | 5,437 | 5,437 | — | $39.88万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $39.99万 | 0.11% | 8,864 | 8,864 | — | $39.99万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES | $40.05万 | 0.11% | 7,606 | 7,606 | — | $40.05万 | 新建仓 |
| SYK | STRYKER CORPORATION | $40.14万 | 0.11% | 1,275 | 73 | 6.1% | $2.30万 | 加仓 |
| COP | CONOCOPHILLIPS | $40.45万 | 0.11% | 3,891 | 229 | 6.3% | $2.38万 | 加仓 |
| MET | METLIFE INC | $40.66万 | 0.11% | 4,806 | 4,806 | — | $40.66万 | 新建仓 |
| L | LOEWS CORP | $41.03万 | 0.11% | 3,624 | 1,681 | 86.5% | $19.03万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $41.13万 | 0.11% | 14,405 | 14,405 | — | $41.13万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $41.22万 | 0.11% | 1,301 | 1,301 | — | $41.22万 | 新建仓 |
| DHI | D R HORTON INC | $41.34万 | 0.11% | 2,538 | 2,538 | — | $41.34万 | 新建仓 |
| POOL | POOL CORP | $41.54万 | 0.11% | 1,933 | 1,933 | — | $41.54万 | 新建仓 |
| ESLT | ELBIT SYS LTD | $41.58万 | 0.11% | 548 | 32 | 6.2% | $2.43万 | 加仓 |
| HRB | BLOCK H & R INC | $41.62万 | 0.11% | 10,929 | 10,929 | — | $41.62万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $41.66万 | 0.11% | 1,049 | 397 | 60.9% | $15.77万 | 加仓 |
| NOW | SERVICENOW INC | $41.72万 | 0.12% | 4,202 | 385 | 10.1% | $3.82万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $41.97万 | 0.12% | 39,706 | 39,706 | — | $41.97万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $42.20万 | 0.12% | 2,388 | 205 | 9.4% | $3.62万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $42.24万 | 0.12% | 4,813 | 100 | 2.1% | $8,777 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $42.70万 | 0.12% | 3,972 | 3,972 | — | $42.70万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $42.96万 | 0.12% | 7,046 | 7,046 | — | $42.96万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $42.98万 | 0.12% | 3,613 | 3,613 | — | $42.98万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $43.01万 | 0.12% | 17,164 | 5,139 | 42.7% | $12.88万 | 加仓 |
| NDAQ | NASDAQ INC | $43.67万 | 0.12% | 5,540 | 5,540 | — | $43.67万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $43.74万 | 0.12% | 6,062 | 2,394 | 65.3% | $17.28万 | 加仓 |
| MO | ALTRIA GROUP INC | $43.91万 | 0.12% | 6,103 | 93 | 1.5% | $6,691 | 加仓 |
| GILD | GILEAD SCIENCES INC | $44.04万 | 0.12% | 3,486 | -1,235 | -26.2% | -$15.60万 | 减仓 |
| NOK | NOKIA CORP | $44.27万 | 0.12% | 33,333 | 1,983 | 6.3% | $2.63万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $44.29万 | 0.12% | 4,615 | -2,449 | -34.7% | -$23.51万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $44.37万 | 0.12% | 4,809 | 272 | 6.0% | $2.51万 | 加仓 |
| NET | CLOUDFLARE INC | $44.59万 | 0.12% | 1,818 | 733 | 67.6% | $17.98万 | 加仓 |
| NFLX | NETFLIX INC. | $44.70万 | 0.12% | 6,260 | -2,567 | -29.1% | -$18.33万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $44.81万 | 0.12% | 7,255 | 937 | 14.8% | $5.79万 | 加仓 |
| UL | UNILEVER PLC | $44.83万 | 0.12% | 7,457 | -938 | -11.2% | -$5.64万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $44.85万 | 0.12% | 6,264 | 6,264 | — | $44.85万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $45.12万 | 0.12% | 3,864 | 11 | 0.3% | $1,284 | 加仓 |
| NVO | NOVO-NORDISK A S | $45.23万 | 0.12% | 9,435 | 2,812 | 42.5% | $13.48万 | 加仓 |
| MMM | 3M CO | $45.38万 | 0.13% | 2,803 | 1,126 | 67.1% | $18.23万 | 加仓 |
| JBL | JABIL INC | $45.56万 | 0.13% | 1,182 | 95 | 8.7% | $3.66万 | 重新持有 |
| BCS | BARCLAYS PLC | $45.63万 | 0.13% | 16,988 | -1,604 | -8.6% | -$4.31万 | 重新持有 |
| SONY | SONY GROUP CORP | $45.97万 | 0.13% | 22,918 | -2,095 | -8.4% | -$4.20万 | 减仓 |
| TER | TERADYNE INC | $46.11万 | 0.13% | 953 | 953 | — | $46.11万 | 新建仓 |
| CME | CME GROUP INC | $46.13万 | 0.13% | 2,089 | -9 | -0.4% | -$1,987 | 减仓 |
| GM | GENERAL MTRS CO | $46.46万 | 0.13% | 6,028 | 1,455 | 31.8% | $11.22万 | 重新持有 |
| GLW | CORNING INC | $46.56万 | 0.13% | 1,823 | 142 | 8.4% | $3.63万 | 加仓 |
| — | LARGO INC | $46.63万 | 0.13% | 2,200,845 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $47.09万 | 0.13% | 14,996 | 197 | 1.3% | $6,186 | 加仓 |
| CCL | CARNIVAL CORP LTD | $47.21万 | 0.13% | 16,526 | 16,526 | — | $47.21万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $47.39万 | 0.13% | 1,434 | 1,434 | — | $47.39万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $47.44万 | 0.13% | 2,900 | 1,545 | 114.0% | $25.27万 | 重新持有 |
| MCO | MOODYS CORP | $47.51万 | 0.13% | 1,049 | 358 | 51.8% | $16.21万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $47.54万 | 0.13% | 2,231 | -634 | -22.1% | -$13.51万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $47.55万 | 0.13% | 5,052 | 5,052 | — | $47.55万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $47.59万 | 0.13% | 1,870 | 1,870 | — | $47.59万 | 新建仓 |
| UBS | UBS GROUP AG | $47.61万 | 0.13% | 9,606 | 4,048 | 72.8% | $20.06万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $47.80万 | 0.13% | 9,176 | 9,176 | — | $47.80万 | 新建仓 |