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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $3,406.65万 | 11.94% | 384,343 | -37,828 | -9.0% | -$335.29万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,699.80万 | 5.96% | 609,276 | 68,542 | 12.7% | $191.22万 | 加仓 |
| TLT | ISHARES TR | $1,666.16万 | 5.84% | 152,632 | 19,295 | 14.5% | $210.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,132.43万 | 3.97% | 64,933 | -42,441 | -39.5% | -$740.17万 | 减仓 |
| AAPL | APPLE INC | $1,068.25万 | 3.74% | 42,092 | -23,263 | -35.6% | -$590.39万 | 减仓 |
| MBB | ISHARES TR | $769.65万 | 2.70% | 80,697 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $707.73万 | 2.48% | 19,119 | -12,568 | -39.7% | -$465.23万 | 减仓 |
| GOOGL | ALPHABET INC | $703.98万 | 2.47% | 24,481 | -20,163 | -45.2% | -$579.81万 | 减仓 |
| EQT | EQT CORP | $658.67万 | 2.31% | 103,500 | -3,010 | -2.8% | -$19.16万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $548.90万 | 1.92% | 50,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $543.17万 | 1.90% | 26,080 | -14,917 | -36.4% | -$310.68万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $515.17万 | 1.81% | 15,244 | -13,211 | -46.4% | -$446.47万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $414.14万 | 1.45% | 34,500 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $371.35万 | 1.30% | 11,998 | -7,376 | -38.1% | -$228.29万 | 减仓 |
| META | META PLATFORMS INC | $315.93万 | 1.11% | 5,522 | -3,685 | -40.0% | -$210.83万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $267.65万 | 0.94% | 18,570 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $265.09万 | 0.93% | 7,131 | -6,085 | -46.0% | -$226.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $263.80万 | 0.92% | 5,505 | -1,788 | -24.5% | -$85.68万 | 减仓 |
| — | LARGO INC | $246.49万 | 0.86% | 2,200,845 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $239.38万 | 0.84% | 9,793 | -4,307 | -30.5% | -$105.28万 | 减仓 |
| LLY | ELI LILLY & CO | $237.85万 | 0.83% | 2,586 | -1,853 | -41.7% | -$170.43万 | 减仓 |
| — | EXXON MOBIL CORP | $196.99万 | 0.69% | 11,611 | -13,765 | -54.2% | -$233.54万 | 减仓 |
| WMT | WALMART INC | $195.69万 | 0.69% | 15,746 | -14,645 | -48.2% | -$182.01万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $178.18万 | 0.62% | 5,274 | -1,303 | -19.8% | -$44.02万 | 减仓 |
| CSCO | CISCO SYS INC | $175.26万 | 0.61% | 22,588 | -7,640 | -25.3% | -$59.28万 | 减仓 |
| V | VISA INC | $175.00万 | 0.61% | 5,790 | -2,994 | -34.1% | -$90.49万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $168.87万 | 0.59% | 35,500 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $165.18万 | 0.58% | 22,999 | -1,319 | -5.4% | -$9.47万 | 减仓 |
| WM | WASTE MGMT INC DEL | $158.30万 | 0.55% | 6,889 | -1,028 | -13.0% | -$23.62万 | 减仓 |
| MRK | MERCK & CO INC | $150.56万 | 0.53% | 12,516 | -2,640 | -17.4% | -$31.76万 | 减仓 |
| MCD | MCDONALDS CORP | $148.22万 | 0.52% | 4,769 | -765 | -13.8% | -$23.78万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $148.15万 | 0.52% | 35,073 | -6,258 | -15.1% | -$26.43万 | 减仓 |
| KO | COCA COLA CO | $146.74万 | 0.51% | 19,295 | -3,817 | -16.5% | -$29.03万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $146.38万 | 0.51% | 10,134 | -1,203 | -10.6% | -$17.38万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $145.25万 | 0.51% | 2,907 | -1,959 | -40.3% | -$97.88万 | 减仓 |
| AZN | ASTRAZENECA PLC | $140.42万 | 0.49% | 7,120 | 7,120 | — | $140.42万 | 新建仓 |
| ASML | ASML HLDG NV | $127.86万 | 0.45% | 968 | -781 | -44.7% | -$103.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $126.52万 | 0.44% | 4,301 | -8,697 | -66.9% | -$255.83万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $124.40万 | 0.44% | 24,781 | -428 | -1.7% | -$2.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $118.08万 | 0.41% | 1,185 | -1,040 | -46.7% | -$103.63万 | 减仓 |
| IBN | ICICI BANK LIMITED | $118.05万 | 0.41% | 45,580 | -7,170 | -13.6% | -$18.57万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $112.54万 | 0.39% | 125,324 | -27,255 | -17.9% | -$24.48万 | 减仓 |
| ABBV | ABBVIE INC | $105.92万 | 0.37% | 4,870 | -4,215 | -46.4% | -$91.67万 | 减仓 |
| SO | SOUTHERN CO | $102.65万 | 0.36% | 10,635 | 165 | 1.6% | $1.59万 | 加仓 |
| COR | CENCORA INC | $102.47万 | 0.36% | 3,262 | -561 | -14.7% | -$17.62万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $102.41万 | 0.36% | 9,048 | 54 | 0.6% | $6,112 | 加仓 |
| LIN | LINDE PLC | $98.81万 | 0.35% | 1,993 | -356 | -15.2% | -$17.65万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $95.65万 | 0.34% | 6,539 | -3,691 | -36.1% | -$53.99万 | 减仓 |
| CVX | CHEVRON CORPORATION | $95.22万 | 0.33% | 4,602 | -5,112 | -52.6% | -$105.77万 | 减仓 |
| NVS | NOVARTIS AG | $94.75万 | 0.33% | 6,203 | -6,519 | -51.2% | -$99.58万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $92.80万 | 0.33% | 7,087 | -1,479 | -17.3% | -$19.37万 | 减仓 |
| MCK | MCKESSON CORP | $90.43万 | 0.32% | 1,045 | -873 | -45.5% | -$75.55万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $89.68万 | 0.31% | 5,424 | -2,732 | -33.5% | -$45.17万 | 减仓 |
| PKX | POSCO HOLDINGS INC | $89.09万 | 0.31% | 15,232 | 6,076 | 66.4% | $35.54万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $88.62万 | 0.31% | 7,064 | -3,203 | -31.2% | -$40.18万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $88.55万 | 0.31% | 3,653 | -1,506 | -29.2% | -$36.50万 | 减仓 |
| INFY | INFOSYS LTD | $88.35万 | 0.31% | 65,398 | 3,469 | 5.6% | $4.69万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $88.30万 | 0.31% | 63,757 | -13,496 | -17.5% | -$18.69万 | 减仓 |
| CAT | CATERPILLAR INC | $87.14万 | 0.31% | 1,230 | -997 | -44.8% | -$70.63万 | 减仓 |
| TMUS | T-MOBILE US INC | $85.46万 | 0.30% | 4,069 | -889 | -17.9% | -$18.67万 | 减仓 |
| T | AT&T INC | $84.93万 | 0.30% | 29,297 | -10,143 | -25.7% | -$29.40万 | 减仓 |
| NFLX | NETFLIX INC. | $84.87万 | 0.30% | 8,827 | -11,733 | -57.1% | -$112.81万 | 减仓 |
| BAC | BANK AMERICA CORP | $83.64万 | 0.29% | 17,156 | -8,037 | -31.9% | -$39.18万 | 减仓 |
| PEP | PEPSICO INC | $82.57万 | 0.29% | 5,317 | 205 | 4.0% | $3.18万 | 加仓 |
| RY | ROYAL BK CDA | $80.74万 | 0.28% | 4,991 | -2,043 | -29.0% | -$33.05万 | 减仓 |
| ACWV | ISHARES INC | $80.48万 | 0.28% | 5,169 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $80.03万 | 0.28% | 4,614 | -64 | -1.4% | -$1.11万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $77.99万 | 0.27% | 9,455 | -13,602 | -59.0% | -$112.20万 | 减仓 |
| WFC | WELLS FARGO & CO | $77.56万 | 0.27% | 9,742 | -6,537 | -40.2% | -$52.04万 | 减仓 |
| ORCL | ORACLE CORP | $75.91万 | 0.27% | 5,160 | 203 | 4.1% | $2.99万 | 加仓 |
| KR | KROGER CO | $72.76万 | 0.26% | 10,055 | -10,237 | -50.4% | -$74.07万 | 减仓 |
| HD | HOME DEPOT INC | $72.09万 | 0.25% | 2,192 | -384 | -14.9% | -$12.63万 | 减仓 |
| GE | GE AEROSPACE | $71.71万 | 0.25% | 2,527 | -1,892 | -42.8% | -$53.69万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $70.91万 | 0.25% | 1,634 | -1,672 | -50.6% | -$72.56万 | 减仓 |
| SKM | SK TELECOM CO LTD | $69.27万 | 0.24% | 23,648 | 23 | 0.1% | $674 | 加仓 |
| BP | BP PLC | $69.05万 | 0.24% | 14,691 | -424 | -2.8% | -$1.99万 | 减仓 |
| SHEL | SHELL PLC | $68.89万 | 0.24% | 7,408 | -13,314 | -64.3% | -$123.82万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $66.94万 | 0.23% | 3,133 | -3,023 | -49.1% | -$64.59万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $65.80万 | 0.23% | 4,721 | -7,641 | -61.8% | -$106.49万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $64.34万 | 0.23% | 3,961 | -1,098 | -21.7% | -$17.84万 | 减仓 |
| GEV | GE VERNOVA INC | $63.81万 | 0.22% | 731 | -489 | -40.1% | -$42.68万 | 减仓 |
| AMGN | AMGEN INC | $63.44万 | 0.22% | 1,803 | -561 | -23.7% | -$19.74万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $63.11万 | 0.22% | 925 | -72 | -7.2% | -$4.91万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $62.75万 | 0.22% | 2,865 | -5,194 | -64.4% | -$113.76万 | 减仓 |
| KB | KB FINL GROUP INC | $62.52万 | 0.22% | 6,269 | -4,546 | -42.0% | -$45.34万 | 减仓 |
| EQNR | EQUINOR ASA | $62.45万 | 0.22% | 14,799 | -303 | -2.0% | -$1.28万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $61.99万 | 0.22% | 36,531 | -33,143 | -47.6% | -$56.24万 | 减仓 |
| CME | CME GROUP INC | $61.96万 | 0.22% | 2,098 | -785 | -27.2% | -$23.18万 | 减仓 |
| WF | WOORI FINL GROUP INC | $61.18万 | 0.21% | 9,186 | -8,584 | -48.3% | -$57.17万 | 减仓 |
| CAM | AB ACTIVE ETFS INC | $60.72万 | 0.21% | 18,384 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $59.66万 | 0.21% | 3,736 | -2,441 | -39.5% | -$38.98万 | 减仓 |
| RTX | RTX CORPORATION | $58.99万 | 0.21% | 3,058 | -3,058 | -50.0% | -$58.99万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $57.37万 | 0.20% | 26,462 | -10,990 | -29.3% | -$23.83万 | 减仓 |
| CB | CHUBB LTD SWITZ | $56.97万 | 0.20% | 1,748 | -678 | -27.9% | -$22.10万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $56.89万 | 0.20% | 1,274 | -1,054 | -45.3% | -$47.07万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $56.77万 | 0.20% | 4,624 | -3,740 | -44.7% | -$45.92万 | 减仓 |
| RIO | RIO TINTO PLC | $55.82万 | 0.20% | 5,983 | -2,235 | -27.2% | -$20.85万 | 减仓 |
| AMAT | APPLIED MATLS INC | $54.99万 | 0.19% | 1,609 | -475 | -22.8% | -$16.24万 | 减仓 |
| CRM | SALESFORCE INC | $52.94万 | 0.19% | 2,836 | -179 | -5.9% | -$3.34万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $52.21万 | 0.18% | 8,515 | -53 | -0.6% | -$3,250 | 减仓 |