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 |
|---|---|---|---|---|---|---|---|---|
| VALE | VALE S A | $47.83万 | 0.13% | 31,805 | 21,791 | 217.6% | $32.77万 | 重新持有 |
| DE | DEERE & CO | $48.08万 | 0.13% | 758 | 14 | 1.9% | $8,881 | 加仓 |
| SBUX | STARBUCKS CORP | $48.31万 | 0.13% | 4,727 | 58 | 1.2% | $5,927 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $48.42万 | 0.13% | 1,432 | 1,432 | — | $48.42万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $49.21万 | 0.14% | 14,682 | 14,682 | — | $49.21万 | 新建仓 |
| EXP | EAGLE MATLS INC | $49.23万 | 0.14% | 2,188 | 2,188 | — | $49.23万 | 新建仓 |
| LPL | LG DISPLAY CO LTD | $49.53万 | 0.14% | 127,339 | 84,729 | 198.8% | $32.96万 | 加仓 |
| FFIV | F5 INC | $49.67万 | 0.14% | 1,194 | 1,194 | — | $49.67万 | 新建仓 |
| SHOP | SHOPIFY INC | $49.99万 | 0.14% | 4,378 | 25 | 0.6% | $2,854 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $50.02万 | 0.14% | 21,215 | 2,941 | 16.1% | $6.93万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $50.13万 | 0.14% | 4,128 | 143 | 3.6% | $1.74万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $50.65万 | 0.14% | 1,750 | 1,750 | — | $50.65万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $50.84万 | 0.14% | 998 | 165 | 19.8% | $8.41万 | 加仓 |
| EVR | EVERCORE INC | $50.91万 | 0.14% | 1,491 | 1,491 | — | $50.91万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $50.94万 | 0.14% | 257 | 64 | 33.2% | $12.68万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $51.04万 | 0.14% | 1,509 | 40 | 2.7% | $1.35万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $51.13万 | 0.14% | 8,853 | 8,853 | — | $51.13万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $51.20万 | 0.14% | 16,641 | 16,641 | — | $51.20万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $51.30万 | 0.14% | 6,542 | 87 | 1.3% | $6,823 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $51.37万 | 0.14% | 4,760 | 4,760 | — | $51.37万 | 新建仓 |
| UNP | UNION PAC CORP | $51.38万 | 0.14% | 1,889 | 42 | 2.3% | $1.14万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $51.71万 | 0.14% | 1,477 | 258 | 21.2% | $9.03万 | 重新持有 |
| CHD | CHURCH & DWIGHT CO INC | $52.14万 | 0.14% | 5,382 | 2,159 | 67.0% | $20.92万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $52.35万 | 0.14% | 7,168 | 7,168 | — | $52.35万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $52.61万 | 0.15% | 39,089 | 21,902 | 127.4% | $29.48万 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $53.23万 | 0.15% | 863 | 863 | — | $53.23万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $53.74万 | 0.15% | 2,510 | 2,510 | — | $53.74万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $53.92万 | 0.15% | 5,151 | 5,151 | — | $53.92万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $54.49万 | 0.15% | 1,263 | 44 | 3.6% | $1.90万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $54.84万 | 0.15% | 1,548 | 783 | 102.4% | $27.74万 | 加仓 |
| VLO | VALERO ENERGY CORP | $54.85万 | 0.15% | 2,106 | 1,205 | 133.7% | $31.38万 | 加仓 |
| BP | BP PLC | $55.06万 | 0.15% | 14,902 | 211 | 1.4% | $7,796 | 加仓 |
| COO | COOPER COS INC | $55.15万 | 0.15% | 7,690 | 7,690 | — | $55.15万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $55.67万 | 0.15% | 8,971 | 8,971 | — | $55.67万 | 新建仓 |
| SNPS | SYNOPSYS INC | $56.47万 | 0.16% | 1,266 | 624 | 97.2% | $27.83万 | 加仓 |
| QCOM | QUALCOMM INC | $56.92万 | 0.16% | 3,080 | 1,271 | 70.3% | $23.49万 | 加仓 |
| RIO | RIO TINTO PLC | $56.96万 | 0.16% | 6,000 | 17 | 0.3% | $1,614 | 加仓 |
| VICI | VICI PPTYS INC | $57.16万 | 0.16% | 21,531 | 21,531 | — | $57.16万 | 新建仓 |
| KR | KROGER CO | $57.43万 | 0.16% | 10,343 | 288 | 2.9% | $1.60万 | 加仓 |
| INTU | INTUIT | $57.71万 | 0.16% | 2,211 | 1,073 | 94.3% | $28.01万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $57.89万 | 0.16% | 1,729 | 62 | 3.7% | $2.08万 | 加仓 |
| BA | BOEING CO | $57.99万 | 0.16% | 2,679 | 101 | 3.9% | $2.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $58.21万 | 0.16% | 4,989 | -1,550 | -23.7% | -$18.08万 | 减仓 |
| WELL | WELLTOWER INC | $58.31万 | 0.16% | 2,569 | 48 | 1.9% | $1.09万 | 加仓 |
| PLD | PROLOGIS INC. | $58.77万 | 0.16% | 4,338 | 2,570 | 145.4% | $34.82万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $59.23万 | 0.16% | 7,206 | 7,206 | — | $59.23万 | 新建仓 |
| NVR | NVR INC | $59.28万 | 0.16% | 87 | 87 | — | $59.28万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $59.28万 | 0.16% | 6,167 | 88 | 1.4% | $8,459 | 加仓 |
| OC | OWENS CORNING NEW | $59.40万 | 0.16% | 3,737 | 3,737 | — | $59.40万 | 新建仓 |
| CNC | CENTENE CORP DEL | $60.17万 | 0.17% | 9,373 | 9,373 | — | $60.17万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $60.29万 | 0.17% | 10,464 | 6,936 | 196.6% | $39.97万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $60.45万 | 0.17% | 8,111 | 8,111 | — | $60.45万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $60.96万 | 0.17% | 3,155 | 3,155 | — | $60.96万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $61.23万 | 0.17% | 3,229 | -3,891 | -54.6% | -$73.78万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $61.28万 | 0.17% | 803 | 74 | 10.2% | $5.65万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $61.28万 | 0.17% | 2,489 | 1,278 | 105.5% | $31.47万 | 重新持有 |
| COHR | COHERENT CORP | $61.66万 | 0.17% | 1,563 | 213 | 15.8% | $8.40万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $62.16万 | 0.17% | 4,680 | 4,680 | — | $62.16万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $63.41万 | 0.17% | 1,017 | 423 | 71.2% | $26.38万 | 加仓 |
| FNB | F N B CORP | $63.61万 | 0.18% | 33,341 | 33,341 | — | $63.61万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $63.78万 | 0.18% | 5,167 | 5,167 | — | $63.78万 | 新建仓 |
| EQIX | EQUINIX INC | $64.11万 | 0.18% | 615 | 229 | 59.3% | $23.87万 | 加仓 |
| CR | CRANE COMPANY | $64.22万 | 0.18% | 2,879 | 2,879 | — | $64.22万 | 新建仓 |
| CUBE | CUBESMART | $64.32万 | 0.18% | 16,172 | 16,172 | — | $64.32万 | 新建仓 |
| DTE | DTE ENERGY CO | $64.76万 | 0.18% | 4,250 | 4,250 | — | $64.76万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $64.78万 | 0.18% | 1,272 | 347 | 37.5% | $17.67万 | 加仓 |
| VEEV | VEEVA SYS INC | $65.15万 | 0.18% | 3,671 | 3,671 | — | $65.15万 | 新建仓 |
| SAP | SAP SE | $65.57万 | 0.18% | 4,255 | 2,194 | 106.5% | $33.81万 | 加仓 |
| SKM | SK TELECOM CO LTD | $65.89万 | 0.18% | 20,488 | -3,160 | -13.4% | -$10.16万 | 减仓 |
| AMGN | AMGEN INC | $66.38万 | 0.18% | 1,833 | 30 | 1.7% | $1.09万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $66.90万 | 0.18% | 1,611 | -23 | -1.4% | -$9,552 | 减仓 |
| T | AT&T INC | $67.14万 | 0.19% | 32,435 | 3,138 | 10.7% | $6.50万 | 加仓 |
| AYI | ACUITY INC | $68.02万 | 0.19% | 1,806 | 1,806 | — | $68.02万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $68.33万 | 0.19% | 3,051 | 1,714 | 128.2% | $38.39万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $68.81万 | 0.19% | 71,823 | 16,168 | 29.1% | $15.49万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $69.26万 | 0.19% | 2,031 | 162 | 8.7% | $5.52万 | 加仓 |
| ES | EVERSOURCE ENERGY | $70.22万 | 0.19% | 9,717 | 9,717 | — | $70.22万 | 新建仓 |
| HAL | HALLIBURTON CO | $70.33万 | 0.19% | 20,715 | 20,715 | — | $70.33万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $70.42万 | 0.19% | 11,197 | 7,787 | 228.4% | $48.97万 | 加仓 |
| VRSN | VERISIGN INC | $70.66万 | 0.19% | 2,809 | 1,003 | 55.5% | $25.23万 | 加仓 |
| SPGI | S&P GLOBAL INC | $70.70万 | 0.20% | 1,736 | 660 | 61.3% | $26.88万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $70.73万 | 0.20% | 2,434 | 2,434 | — | $70.73万 | 新建仓 |
| AON | AON PLC | $70.85万 | 0.20% | 2,136 | 755 | 54.7% | $25.04万 | 加仓 |
| STM | STMICROELECTRONICS N V | $70.86万 | 0.20% | 9,462 | 1,132 | 13.6% | $8.48万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $71.59万 | 0.20% | 1,428 | 814 | 132.6% | $40.81万 | 加仓 |
| WF | WOORI FINL GROUP INC | $72.12万 | 0.20% | 12,565 | 3,379 | 36.8% | $19.40万 | 加仓 |
| PSX | PHILLIPS 66 | $72.35万 | 0.20% | 4,280 | 4,280 | — | $72.35万 | 新建仓 |
| FTNT | FORTINET INC | $72.68万 | 0.20% | 4,731 | 1,919 | 68.2% | $29.48万 | 重新持有 |
| MKL | MARKEL GROUP INC | $72.85万 | 0.20% | 373 | 373 | — | $72.85万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $73.45万 | 0.20% | 8,817 | 1,743 | 24.6% | $14.52万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $73.54万 | 0.20% | 8,104 | 6,005 | 286.1% | $54.49万 | 加仓 |
| NDSN | NORDSON CORP | $74.31万 | 0.20% | 2,463 | 2,463 | — | $74.31万 | 新建仓 |
| PKX | POSCO HOLDINGS INC | $75.23万 | 0.21% | 14,641 | -591 | -3.9% | -$3.04万 | 减仓 |
| CB | CHUBB LIMITED | $75.44万 | 0.21% | 2,214 | 466 | 26.7% | $15.88万 | 加仓 |
| TMUS | T-MOBILE US INC | $76.05万 | 0.21% | 4,534 | 465 | 11.4% | $7.80万 | 加仓 |
| ROST | ROSS STORES INC | $76.46万 | 0.21% | 3,592 | 2,112 | 142.7% | $44.95万 | 重新持有 |
| NNN | NNN REIT INC | $77.92万 | 0.21% | 16,746 | 16,746 | — | $77.92万 | 新建仓 |
| TJX | TJX COS INC NEW | $77.95万 | 0.22% | 5,145 | 1,409 | 37.7% | $21.35万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $78.20万 | 0.22% | 12,364 | 3,849 | 45.2% | $24.34万 | 加仓 |
| MCK | MCKESSON CORP | $78.28万 | 0.22% | 1,036 | -9 | -0.9% | -$6,800 | 减仓 |