West Family Investments, Inc.
CARLSBAD CA · SEC CIK 0001568303
$2.85亿2026Q1 申报市值
259持仓数
43.3%前十大占比 · 第一大 11.9%
10 / 63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
TLT 加仓+$210.63万
SCHP 加仓+$191.22万
AZN 新建仓+$140.42万
PKX 加仓+$35.54万
COHR 新建仓+$32.16万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$740.17万
AAPL 减仓-$590.39万
GOOGL 减仓-$579.81万
MSFT 减仓-$465.23万
TSM 减仓-$446.47万
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 |
|---|---|---|---|---|---|---|---|---|
| TM | TOYOTA MOTOR CORP | $52.00万 | 0.18% | 2,523 | -881 | -25.9% | -$18.16万 | 减仓 |
| SONY | SONY GROUP CORP | $51.78万 | 0.18% | 25,013 | -9,215 | -26.9% | -$19.08万 | 减仓 |
| SHOP | SHOPIFY INC | $51.64万 | 0.18% | 4,353 | -3,675 | -45.8% | -$43.59万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $51.46万 | 0.18% | 7,074 | -4,477 | -38.8% | -$32.57万 | 减仓 |
| BA | BOEING CO | $51.31万 | 0.18% | 2,578 | -716 | -21.7% | -$14.25万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.37万 | 0.18% | 2,476 | -3,959 | -61.5% | -$80.54万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $50.35万 | 0.18% | 833 | -24 | -2.8% | -$1.45万 | 减仓 |
| WELL | WELLTOWER INC | $49.84万 | 0.17% | 2,521 | -970 | -27.8% | -$19.18万 | 减仓 |
| — | HONEYWELL INTL INC | $49.84万 | 0.17% | 2,205 | -41 | -1.8% | -$9,267 | 减仓 |
| APH | AMPHENOL CORP | $49.33万 | 0.17% | 3,904 | -7,579 | -66.0% | -$95.76万 | 减仓 |
| INTU | INTUIT | $49.20万 | 0.17% | 1,138 | -157 | -12.1% | -$6.79万 | 减仓 |
| COP | CONOCOPHILLIPS | $48.34万 | 0.17% | 3,662 | -1,168 | -24.2% | -$15.42万 | 减仓 |
| UL | UNILEVER PLC | $47.83万 | 0.17% | 8,395 | -2,003 | -19.3% | -$11.41万 | 减仓 |
| MS | MORGAN STANLEY | $47.49万 | 0.17% | 2,886 | -2,752 | -48.8% | -$45.29万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $46.60万 | 0.16% | 1,658 | -1,974 | -54.4% | -$55.48万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $45.89万 | 0.16% | 594 | -192 | -24.4% | -$14.83万 | 减仓 |
| SPGI | S&P GLOBAL INC | $45.77万 | 0.16% | 1,076 | -19 | -1.7% | -$8,081 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $45.76万 | 0.16% | 1,569 | -510 | -24.5% | -$14.88万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $45.54万 | 0.16% | 4,677 | -93 | -1.9% | -$9,054 | 减仓 |
| VRSN | VERISIGN INC | $44.85万 | 0.16% | 1,806 | -95 | -5.0% | -$2.36万 | 减仓 |
| UNP | UNION PAC CORP | $44.81万 | 0.16% | 1,847 | -267 | -12.6% | -$6.48万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $44.61万 | 0.16% | 3,853 | 9 | 0.2% | $1,042 | 加仓 |
| AON | AON PLC | $44.58万 | 0.16% | 1,381 | -431 | -23.8% | -$13.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $44.43万 | 0.16% | 1,469 | -635 | -30.2% | -$19.21万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $44.19万 | 0.15% | 55,655 | -43,248 | -43.7% | -$34.34万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $44.05万 | 0.15% | 6,079 | -1,476 | -19.5% | -$10.70万 | 减仓 |
| ESLT | ELBIT SYS LTD | $43.81万 | 0.15% | 516 | -781 | -60.2% | -$66.31万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $43.77万 | 0.15% | 4,713 | -1,104 | -19.0% | -$10.25万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $43.56万 | 0.15% | 945 | -377 | -28.5% | -$17.38万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $42.64万 | 0.15% | 4,537 | -3,402 | -42.9% | -$31.97万 | 减仓 |
| DE | DEERE & CO | $41.91万 | 0.15% | 744 | -412 | -35.6% | -$23.21万 | 减仓 |
| SBUX | STARBUCKS CORP | $41.83万 | 0.15% | 4,669 | -58 | -1.2% | -$5,196 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $41.77万 | 0.15% | 1,667 | -775 | -31.7% | -$19.42万 | 减仓 |
| WIT | WIPRO LTD | $40.56万 | 0.14% | 191,307 | -269,055 | -58.4% | -$57.04万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $40.38万 | 0.14% | 6,455 | -87 | -1.3% | -$5,443 | 减仓 |
| NOW | SERVICENOW INC | $39.91万 | 0.14% | 3,817 | -580 | -13.2% | -$6.06万 | 减仓 |
| MO | ALTRIA GROUP INC | $39.66万 | 0.14% | 6,010 | -2,545 | -29.7% | -$16.79万 | 减仓 |
| SYK | STRYKER CORPORATION | $39.50万 | 0.14% | 1,202 | -47 | -3.8% | -$1.54万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $39.08万 | 0.14% | 4,234 | -5,534 | -56.7% | -$51.08万 | 减仓 |
| HSY | HERSHEY CO | $38.90万 | 0.14% | 1,871 | -496 | -21.0% | -$10.31万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $38.81万 | 0.14% | 6,854 | -103 | -1.5% | -$5,833 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $38.73万 | 0.14% | 92 | -72 | -43.9% | -$30.31万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $38.32万 | 0.13% | 453 | -967 | -68.1% | -$81.81万 | 减仓 |
| INTC | INTEL CORP | $37.97万 | 0.13% | 8,603 | -7,112 | -45.3% | -$31.39万 | 减仓 |
| EQIX | EQUINIX INC | $37.84万 | 0.13% | 386 | -4 | -1.0% | -$3,921 | 减仓 |
| KT | KT CORP | $37.66万 | 0.13% | 17,558 | -12,678 | -41.9% | -$27.19万 | 减仓 |
| KLAC | KLA CORP | $37.40万 | 0.13% | 254 | -112 | -30.6% | -$16.49万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $37.18万 | 0.13% | 3,985 | -1,933 | -32.7% | -$18.04万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $36.94万 | 0.13% | 6,318 | -3,438 | -35.2% | -$20.10万 | 减仓 |
| GSK | GSK PLC | $36.13万 | 0.13% | 6,546 | -3,643 | -35.8% | -$20.11万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $36.09万 | 0.13% | 18,274 | -13,005 | -41.6% | -$25.68万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $35.47万 | 0.12% | 1,789 | 629 | 54.2% | $12.47万 | 加仓 |
| SAP | SAP SE | $35.29万 | 0.12% | 2,061 | -5,065 | -71.1% | -$86.72万 | 减仓 |
| — | ELECTRONIC ARTS INC | $35.00万 | 0.12% | 1,717 | -626 | -26.7% | -$12.76万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $34.65万 | 0.12% | 2,546 | -1,457 | -36.4% | -$19.83万 | 减仓 |
| SAN | BANCO SANTANDER SA | $34.41万 | 0.12% | 30,501 | -24,549 | -44.6% | -$27.69万 | 减仓 |
| TTE | TOTALENERGIES SE | $34.26万 | 0.12% | 3,766 | -699 | -15.7% | -$6.36万 | 减仓 |
| TRP | TC ENERGY CORP | $33.48万 | 0.12% | 5,348 | -2,794 | -34.3% | -$17.49万 | 减仓 |
| ENB | ENBRIDGE INC | $32.90万 | 0.12% | 6,076 | -5,296 | -46.6% | -$28.67万 | 减仓 |
| C | CITIGROUP INC | $32.44万 | 0.11% | 2,860 | -4,226 | -59.6% | -$47.93万 | 减仓 |
| DIS | DISNEY WALT CO | $32.37万 | 0.11% | 3,359 | -3,410 | -50.4% | -$32.87万 | 减仓 |
| COHR | COHERENT CORP | $32.16万 | 0.11% | 1,350 | 1,350 | — | $32.16万 | 新建仓 |
| HDB | HDFC BANK LTD | $32.15万 | 0.11% | 12,924 | -36,215 | -73.7% | -$90.10万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $31.43万 | 0.11% | 1,162 | -1,192 | -50.6% | -$32.24万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $31.16万 | 0.11% | 1,098 | -1,321 | -54.6% | -$37.48万 | 减仓 |
| PDD | PDD HOLDINGS INC | $31.00万 | 0.11% | 3,034 | -110 | -3.5% | -$1.12万 | 减仓 |
| LOW | LOWES COS INC | $30.91万 | 0.11% | 1,308 | -662 | -33.6% | -$15.64万 | 减仓 |
| BN | BROOKFIELD CORP | $30.70万 | 0.11% | 7,586 | 674 | 9.8% | $2.73万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.18万 | 0.11% | 614 | -551 | -47.3% | -$27.08万 | 减仓 |
| MCO | MOODYS CORP | $30.14万 | 0.11% | 691 | -254 | -26.9% | -$11.08万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $30.08万 | 0.11% | 3,223 | -243 | -7.0% | -$2.27万 | 减仓 |
| AZO | AUTOZONE INC | $30.06万 | 0.11% | 89 | -173 | -66.0% | -$58.44万 | 减仓 |
| PGR | PROGRESSIVE CORP | $29.99万 | 0.11% | 1,513 | -1,646 | -52.1% | -$32.63万 | 减仓 |
| PANW | PALO ALTO NETWORKS | $29.96万 | 0.11% | 1,869 | -640 | -25.5% | -$10.26万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.93万 | 0.10% | 764 | -908 | -54.3% | -$35.57万 | 减仓 |
| TAL | TAL ED GROUP | $29.78万 | 0.10% | 26,192 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $29.54万 | 0.10% | 2,183 | -1,671 | -43.4% | -$22.62万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $29.30万 | 0.10% | 268 | -2 | -0.7% | -$2,187 | 减仓 |
| ETN | EATON CORP PLC | $29.04万 | 0.10% | 812 | -1,052 | -56.4% | -$37.63万 | 减仓 |
| YUM | YUM BRANDS INC | $29.00万 | 0.10% | 1,865 | -274 | -12.8% | -$4.26万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $28.90万 | 0.10% | 15,606 | 599 | 4.0% | $1.11万 | 加仓 |
| STM | STMICROELECTRONICS N V | $28.78万 | 0.10% | 8,330 | -4,931 | -37.2% | -$17.04万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $28.61万 | 0.10% | 2,183 | -826 | -27.5% | -$10.83万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.46万 | 0.10% | 729 | -608 | -45.5% | -$23.74万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $28.13万 | 0.10% | 8,389 | -413 | -4.7% | -$1.38万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $28.02万 | 0.10% | 592 | -214 | -26.6% | -$10.13万 | 减仓 |
| USB | US BANCORP | $27.71万 | 0.10% | 5,327 | -3,776 | -41.5% | -$19.64万 | 减仓 |
| TLK | TELEKOMUNIKASI IND | $27.68万 | 0.10% | 14,818 | -4,675 | -24.0% | -$8.73万 | 减仓 |
| MDT | MEDTRONIC PLC | $27.57万 | 0.10% | 3,182 | -2,659 | -45.5% | -$23.04万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $27.56万 | 0.10% | 5,656 | -4,338 | -43.4% | -$21.14万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $27.50万 | 0.10% | 4,771 | -2,083 | -30.4% | -$12.01万 | 重新持有 |
| APP | APPLOVIN CORP | $27.46万 | 0.10% | 690 | -173 | -20.0% | -$6.89万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $27.45万 | 0.10% | 463 | -23 | -4.7% | -$1.36万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.19万 | 0.10% | 1,729 | -58 | -3.2% | -$9,122 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.17万 | 0.10% | 1,337 | -79 | -5.6% | -$1.61万 | 减仓 |
| GIB | CGI INC | $27.15万 | 0.10% | 3,714 | -85 | -2.2% | -$6,213 | 重新持有 |
| ARGX | ARGENX SE | $27.02万 | 0.09% | 370 | -212 | -36.4% | -$15.48万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.65万 | 0.09% | 985 | -3,562 | -78.3% | -$96.38万 | 减仓 |
| FIX | COMFORT SYS USA INC | $26.61万 | 0.09% | 193 | 193 | — | $26.61万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $26.38万 | 0.09% | 3,668 | -4,315 | -54.1% | -$31.04万 | 减仓 |