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 |
|---|---|---|---|---|---|---|---|---|
| COR | CENCORA INC | $79.38万 | 0.22% | 2,805 | -457 | -14.0% | -$12.93万 | 减仓 |
| BLK | BLACKROCK INC | $79.62万 | 0.22% | 828 | 828 | — | $79.62万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $79.74万 | 0.22% | 4,629 | 3,249 | 235.4% | $55.97万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $79.84万 | 0.22% | 4,700 | 76 | 1.6% | $1.29万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $79.93万 | 0.22% | 55,161 | -8,596 | -13.5% | -$12.46万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $80.58万 | 0.22% | 6,242 | 6,242 | — | $80.58万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $82.19万 | 0.23% | 2,759 | 2,759 | — | $82.19万 | 新建仓 |
| XYL | XYLEM INC | $82.24万 | 0.23% | 6,957 | 6,957 | — | $82.24万 | 新建仓 |
| WFC | WELLS FARGO & CO | $82.70万 | 0.23% | 10,007 | 265 | 2.7% | $2.19万 | 加仓 |
| TXN | TEXAS INSTRS INC | $83.07万 | 0.23% | 2,787 | 1,280 | 84.9% | $38.15万 | 重新持有 |
| PCG | PG&E CORP | $83.82万 | 0.23% | 49,832 | 49,832 | — | $83.82万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $83.88万 | 0.23% | 4,181 | 2,872 | 219.4% | $57.62万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $83.94万 | 0.23% | 5,036 | 422 | 9.1% | $7.03万 | 加仓 |
| ORCL | ORACLE CORP | $84.06万 | 0.23% | 5,736 | 576 | 11.2% | $8.44万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $84.20万 | 0.23% | 1,695 | 421 | 33.0% | $20.91万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $84.61万 | 0.23% | 5,791 | 4,161 | 255.3% | $60.80万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $85.60万 | 0.24% | 43,037 | 6,506 | 17.8% | $12.94万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $87.58万 | 0.24% | 866 | 413 | 91.2% | $41.77万 | 加仓 |
| GEV | GE VERNOVA INC | $87.88万 | 0.24% | 748 | 17 | 2.3% | $2.00万 | 加仓 |
| ABNB | AIRBNB INC | $87.98万 | 0.24% | 6,148 | 6,148 | — | $87.98万 | 新建仓 |
| C | CITIGROUP INC | $89.98万 | 0.25% | 6,429 | 3,569 | 124.8% | $49.95万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $90.73万 | 0.25% | 7,168 | 81 | 1.1% | $1.03万 | 加仓 |
| EOG | EOG RES INC | $90.81万 | 0.25% | 7,000 | 4,967 | 244.3% | $64.44万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $92.05万 | 0.25% | 984 | -201 | -17.0% | -$18.80万 | 减仓 |
| SAN | BANCO SANTANDER SA | $92.32万 | 0.25% | 66,897 | 36,396 | 119.3% | $50.23万 | 加仓 |
| KB | KB FINL GROUP INC | $92.48万 | 0.26% | 8,811 | 2,542 | 40.5% | $26.68万 | 加仓 |
| NVS | NOVARTIS AG | $92.95万 | 0.26% | 5,931 | -272 | -4.4% | -$4.26万 | 减仓 |
| SHEL | SHELL PLC | $93.95万 | 0.26% | 12,116 | 4,708 | 63.6% | $36.51万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $95.77万 | 0.26% | 2,901 | 1,332 | 84.9% | $43.97万 | 加仓 |
| APH | AMPHENOL CORP | $97.45万 | 0.27% | 5,527 | 1,623 | 41.6% | $28.62万 | 加仓 |
| MS | MORGAN STANLEY | $98.29万 | 0.27% | 4,702 | 1,816 | 62.9% | $37.96万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $99.03万 | 0.27% | 5,474 | 50 | 0.9% | $9,045 | 加仓 |
| ABBV | ABBVIE INC | $99.90万 | 0.28% | 3,970 | -900 | -18.5% | -$22.65万 | 减仓 |
| SO | SOUTHERN CO | $100.57万 | 0.28% | 10,508 | -127 | -1.2% | -$1.22万 | 减仓 |
| BAC | BANK OF AMER CORP | $101.07万 | 0.28% | 17,738 | 582 | 3.4% | $3.32万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $103.13万 | 0.28% | 6,187 | 2,226 | 56.2% | $37.11万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $103.73万 | 0.29% | 9,376 | 328 | 3.6% | $3.63万 | 加仓 |
| KLAC | KLA CORP | $104.09万 | 0.29% | 3,450 | 910 | 35.8% | $27.46万 | 加仓 |
| LIN | LINDE PLC | $105.09万 | 0.29% | 2,025 | 32 | 1.6% | $1.66万 | 加仓 |
| RY | ROYAL BK CDA | $105.10万 | 0.29% | 5,078 | 87 | 1.7% | $1.80万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $106.73万 | 0.29% | 25,209 | 428 | 1.7% | $1.81万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $106.94万 | 0.29% | 7,697 | 7,697 | — | $106.94万 | 新建仓 |
| PEP | PEPSICO INC | $111.94万 | 0.31% | 8,267 | 2,950 | 55.5% | $39.94万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $115.38万 | 0.32% | 25,571 | -891 | -3.4% | -$4.02万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $116.39万 | 0.32% | 12,240 | 2,785 | 29.5% | $26.48万 | 加仓 |
| RTX | RTX CORPORATION | $117.77万 | 0.32% | 6,207 | 3,149 | 103.0% | $59.75万 | 加仓 |
| HD | HOME DEPOT INC | $123.09万 | 0.34% | 3,490 | 1,298 | 59.2% | $45.78万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $124.07万 | 0.34% | 4,412 | 759 | 20.8% | $21.34万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $126.85万 | 0.35% | 1,986 | 824 | 70.9% | $52.63万 | 加仓 |
| MCD | MCDONALDS CORP | $128.10万 | 0.35% | 4,739 | -30 | -0.6% | -$8,109 | 减仓 |
| CVX | CHEVRON CORPORATION | $128.73万 | 0.36% | 7,766 | 3,164 | 68.8% | $52.45万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $128.85万 | 0.36% | 3,100 | 2,115 | 214.7% | $87.91万 | 加仓 |
| IBN | ICICI BANK LIMITED | $133.02万 | 0.37% | 45,820 | 240 | 0.5% | $6,967 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $134.81万 | 0.37% | 1,397 | 633 | 82.9% | $61.08万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $137.91万 | 0.38% | 9,405 | -729 | -7.2% | -$10.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $151.56万 | 0.42% | 2,951 | 44 | 1.5% | $2.26万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $152.83万 | 0.42% | 34,531 | -542 | -1.5% | -$2.40万 | 减仓 |
| WM | WASTE MGMT INC DEL | $153.85万 | 0.42% | 6,903 | 14 | 0.2% | $3,120 | 加仓 |
| WMT | WALMART INC | $155.17万 | 0.43% | 13,700 | -2,046 | -13.0% | -$23.17万 | 减仓 |
| CAT | CATERPILLAR INC | $155.58万 | 0.43% | 1,461 | 231 | 18.8% | $24.60万 | 加仓 |
| MRK | MERCK & CO INC | $163.23万 | 0.45% | 12,703 | 187 | 1.5% | $2.40万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $164.10万 | 0.45% | 3,787 | 654 | 20.9% | $28.34万 | 加仓 |
| KO | COCA COLA CO | $170.71万 | 0.47% | 21,005 | 1,710 | 8.9% | $13.90万 | 加仓 |
| — | EXXON MOBIL CORP | $175.14万 | 0.48% | 12,810 | 1,199 | 10.3% | $16.39万 | 加仓 |
| GE | GE AEROSPACE | $176.44万 | 0.49% | 4,721 | 2,194 | 86.8% | $82.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $178.07万 | 0.49% | 2,463 | 854 | 53.1% | $61.74万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $193.62万 | 0.53% | 35,500 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $216.85万 | 0.60% | 1,090 | 122 | 12.6% | $24.27万 | 加仓 |
| V | VISA INC | $217.42万 | 0.60% | 6,337 | 547 | 9.4% | $18.77万 | 加仓 |
| INTC | INTEL CORP | $217.74万 | 0.60% | 15,594 | 6,991 | 81.3% | $97.62万 | 加仓 |
| GOOG | ALPHABET INC | $224.75万 | 0.62% | 6,361 | 3,599 | 130.3% | $127.16万 | 重新持有 |
| CVS | CVS HEALTH CORP | $234.79万 | 0.65% | 22,696 | -303 | -1.3% | -$3.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $249.50万 | 0.69% | 9,824 | 31 | 0.3% | $7,873 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $251.40万 | 0.69% | 92,392 | -32,932 | -26.3% | -$89.61万 | 减仓 |
| CSCO | CISCO SYS INC | $267.14万 | 0.74% | 22,743 | 155 | 0.7% | $1.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $270.24万 | 0.75% | 8,256 | 3,955 | 92.0% | $129.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $281.92万 | 0.78% | 5,634 | 129 | 2.3% | $6.46万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $285.92万 | 0.79% | 4,922 | 2,446 | 98.8% | $142.09万 | 加仓 |
| LLY | ELI LILLY & CO | $335.24万 | 0.92% | 2,795 | 209 | 8.1% | $25.07万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $338.96万 | 0.93% | 34,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $374.81万 | 1.03% | 6,654 | 1,132 | 20.5% | $63.76万 | 加仓 |
| TSLA | TESLA INC | $377.91万 | 1.04% | 8,985 | 1,854 | 26.0% | $77.98万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $513.31万 | 1.42% | 56,290 | 6,290 | 12.6% | $57.36万 | 加仓 |
| AVGO | BROADCOM INC | $548.46万 | 1.51% | 14,519 | 2,521 | 21.0% | $95.23万 | 加仓 |
| EQT | EQT CORP | $550.94万 | 1.52% | 103,619 | 119 | 0.1% | $6,327 | 加仓 |
| IEFA | ISHARES TR | $562.41万 | 1.55% | 58,233 | 58,233 | — | $562.41万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $583.49万 | 1.61% | 5,055 | -219 | -4.2% | -$25.28万 | 减仓 |
| AMZN | AMAZON COM INC | $662.92万 | 1.83% | 27,814 | 1,734 | 6.6% | $41.33万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $731.78万 | 2.02% | 15,323 | 79 | 0.5% | $3.77万 | 加仓 |
| GOOGL | ALPHABET INC | $891.10万 | 2.46% | 24,935 | 454 | 1.9% | $16.22万 | 加仓 |
| MSFT | MICROSOFT CORP | $900.28万 | 2.48% | 24,135 | 5,016 | 26.2% | $187.11万 | 加仓 |
| AAPL | APPLE INC | $1,282.94万 | 3.54% | 44,337 | 2,245 | 5.3% | $64.96万 | 加仓 |
| IEMG | ISHARES INC | $1,320.78万 | 3.64% | 159,437 | 159,437 | — | $1,320.78万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,539.79万 | 4.25% | 76,955 | 12,022 | 18.5% | $240.55万 | 加仓 |