WESPAC Advisors SoCal, LLC
Pasadena CA · SEC CIK 0001668188
$5.60亿2026Q2 申报市值
122持仓数
33.6%前十大占比 · 第一大 5.6%
12 / 10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
MU 加仓+$496.34万
JAAA 加仓+$490.11万
RSP 新建仓+$372.41万
JMBS 加仓+$371.86万
CRWD 加仓+$294.78万
2026Q2 卖出最多 按季末市值估算
SMH 减仓-$859.35万
SGOV 清仓-$300.02万
GOOGL 减仓-$237.65万
C 清仓-$219.09万
JPST 清仓-$199.66万
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 |
|---|---|---|---|---|---|---|---|---|
| JIVE | J P MORGAN EXCHANGE TRADED F | $632.54万 | 1.13% | 68,788 | 2,540 | 3.8% | $23.36万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $639.35万 | 1.14% | 13,388 | 284 | 2.2% | $13.56万 | 加仓 |
| EMBX | VANECK FDS | $645.04万 | 1.15% | 125,714 | 5,655 | 4.7% | $29.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $647.19万 | 1.15% | 44,135 | 475 | 1.1% | $6.97万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $673.73万 | 1.20% | 27,126 | -484 | -1.8% | -$12.02万 | 减仓 |
| KO | COCA COLA CO | $716.74万 | 1.28% | 88,192 | -731 | -0.8% | -$5.94万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $786.52万 | 1.40% | 7,777 | 400 | 5.4% | $40.45万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $816.68万 | 1.46% | 23,054 | 1,069 | 4.9% | $37.87万 | 加仓 |
| ETN | EATON CORP PLC | $1,014.40万 | 1.81% | 23,805 | 1,458 | 6.5% | $62.13万 | 加仓 |
| IAI | ISHARES TR | $1,019.84万 | 1.82% | 58,167 | -1,543 | -2.6% | -$27.05万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,068.49万 | 1.91% | 56,083 | -1,752 | -3.0% | -$33.38万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,082.19万 | 1.93% | 408,065 | 22,659 | 5.9% | $60.09万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,101.36万 | 1.97% | 69,416 | 3,201 | 4.8% | $50.79万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,141.98万 | 2.04% | 215,021 | 335 | 0.2% | $1.78万 | 加仓 |
| EME | EMCOR GROUP INC | $1,190.48万 | 2.12% | 14,345 | 404 | 2.9% | $33.53万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,195.39万 | 2.13% | 236,757 | 97,071 | 69.5% | $490.11万 | 加仓 |
| WELL | WELLTOWER INC | $1,249.35万 | 2.23% | 55,045 | 1,119 | 2.1% | $25.40万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,258.24万 | 2.25% | 279,670 | 82,655 | 42.0% | $371.86万 | 加仓 |
| IGIB | ISHARES TR | $1,346.05万 | 2.40% | 253,160 | 51,294 | 25.4% | $272.73万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,348.15万 | 2.41% | 70,308 | 3,159 | 4.7% | $60.57万 | 加仓 |
| AMZN | AMAZON COM INC | $1,354.33万 | 2.42% | 56,824 | 1,401 | 2.5% | $33.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,374.11万 | 2.45% | 41,979 | 1,282 | 3.2% | $41.96万 | 加仓 |
| XAR | SPDR SERIES TRUST | $1,431.01万 | 2.55% | 50,425 | 1,061 | 2.1% | $30.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,453.10万 | 2.59% | 72,622 | 10,250 | 16.4% | $205.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,501.61万 | 2.68% | 40,255 | 1,154 | 3.0% | $43.05万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,509.82万 | 2.69% | 121,018 | 5,456 | 4.7% | $68.07万 | 加仓 |
| WMT | WALMART INC | $1,674.50万 | 2.99% | 147,846 | 1,007 | 0.7% | $11.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,688.50万 | 3.01% | 14,628 | 4,300 | 41.6% | $496.34万 | 加仓 |
| AAPL | APPLE INC | $1,940.39万 | 3.46% | 67,058 | -1,632 | -2.4% | -$47.22万 | 减仓 |
| AVGO | BROADCOM INC | $2,210.59万 | 3.95% | 58,520 | -3,356 | -5.4% | -$126.77万 | 减仓 |
| GOOGL | ALPHABET INC | $2,257.18万 | 4.03% | 63,161 | -6,650 | -9.5% | -$237.65万 | 减仓 |
| SMH | VANECK ETF TRUST | $3,151.90万 | 5.62% | 48,055 | -13,102 | -21.4% | -$859.35万 | 减仓 |