WESPAC Advisors SoCal, LLC
Pasadena CA · SEC CIK 0001668188
$4.70亿2026Q1 申报市值
119持仓数
34.7%前十大占比 · 第一大 5.0%
21 / 12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
EMBX 新建仓+$601.60万
JIVE 新建仓+$567.35万
IAU 加仓+$468.37万
XLE 加仓+$397.78万
XSVN 新建仓+$375.71万
2026Q1 卖出最多 按季末市值估算
EMB 减仓-$1,016.86万
WCMI 减仓-$1,007.83万
XTEN 清仓-$884.69万
TMUS 清仓-$727.84万
IGLB 清仓-$711.63万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $506.32万 | 1.08% | 34,418 | 3,036 | 9.7% | $44.66万 | 加仓 |
| IAU | ISHARES GOLD TR | $521.24万 | 1.11% | 59,124 | 53,127 | 885.9% | $468.37万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $567.35万 | 1.21% | 66,248 | 66,248 | — | $567.35万 | 新建仓 |
| EMBX | VANECK FDS | $601.60万 | 1.28% | 120,059 | 120,059 | — | $601.60万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $624.05万 | 1.33% | 7,377 | 790 | 12.0% | $66.83万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $630.63万 | 1.34% | 43,660 | 1,329 | 3.1% | $19.20万 | 加仓 |
| KO | COCA COLA CO | $676.26万 | 1.44% | 88,923 | -797 | -0.9% | -$6.06万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $703.60万 | 1.50% | 139,686 | 16,054 | 13.0% | $80.86万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $754.57万 | 1.60% | 21,985 | 738 | 3.5% | $25.33万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $768.63万 | 1.63% | 57,835 | -4,976 | -7.9% | -$66.13万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $771.00万 | 1.64% | 27,610 | 7,221 | 35.4% | $201.64万 | 加仓 |
| ETN | EATON CORP PLC | $799.29万 | 1.70% | 22,347 | 2,522 | 12.7% | $90.20万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $890.11万 | 1.89% | 197,015 | 29,897 | 17.9% | $135.07万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $970.78万 | 2.06% | 66,215 | 4,757 | 7.7% | $69.74万 | 加仓 |
| IAI | ISHARES TR | $980.32万 | 2.08% | 59,710 | -39,057 | -39.5% | -$641.24万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,009.76万 | 2.15% | 385,406 | 50,957 | 15.2% | $133.51万 | 加仓 |
| EME | EMCOR GROUP INC | $1,029.29万 | 2.19% | 13,941 | 164 | 1.2% | $12.11万 | 加仓 |
| WELL | WELLTOWER INC | $1,066.17万 | 2.27% | 53,926 | 803 | 1.5% | $15.88万 | 加仓 |
| IGIB | ISHARES TR | $1,074.33万 | 2.28% | 201,866 | 4,826 | 2.4% | $25.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,087.77万 | 2.31% | 62,372 | -3,347 | -5.1% | -$58.37万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,098.42万 | 2.34% | 67,149 | 14,561 | 27.7% | $238.19万 | 加仓 |
| AMZN | AMAZON COM INC | $1,154.28万 | 2.45% | 55,423 | 1,129 | 2.1% | $23.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,197.15万 | 2.55% | 40,697 | 1,982 | 5.1% | $58.30万 | 加仓 |
| XAR | SPDR SERIES TRUST | $1,253.74万 | 2.67% | 49,364 | -554 | -1.1% | -$14.07万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,276.62万 | 2.71% | 115,562 | -2,669 | -2.3% | -$29.48万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,315.17万 | 2.80% | 214,686 | 64,933 | 43.4% | $397.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,447.39万 | 3.08% | 39,101 | 707 | 1.8% | $26.17万 | 加仓 |
| AAPL | APPLE INC | $1,743.28万 | 3.71% | 68,690 | -3,205 | -4.5% | -$81.34万 | 减仓 |
| WMT | WALMART INC | $1,824.92万 | 3.88% | 146,839 | -2,933 | -2.0% | -$36.45万 | 减仓 |
| AVGO | BROADCOM INC | $1,915.13万 | 4.07% | 61,876 | -1,615 | -2.5% | -$49.99万 | 减仓 |
| GOOGL | ALPHABET INC | $2,007.48万 | 4.27% | 69,811 | -4,473 | -6.0% | -$128.63万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,344.77万 | 4.99% | 61,157 | -9,347 | -13.3% | -$358.37万 | 减仓 |