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 |
|---|---|---|---|---|---|---|---|---|
| XTEN | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -191,409 | -100.0% | -$884.69万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -35,847 | -100.0% | -$727.84万 | 清仓 |
| IGLB | ISHARES TR | $0 | 0.00% | 0 | -141,056 | -100.0% | -$711.63万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -80,226 | -100.0% | -$331.09万 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -78,106 | -100.0% | -$278.84万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -101,194 | -100.0% | -$174.26万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -3,470 | -100.0% | -$128.24万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -1,746 | -100.0% | -$101.39万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -12,792 | -100.0% | -$99.37万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -21,787 | -100.0% | -$87.91万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -5,815 | -100.0% | -$25.68万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -581 | -100.0% | -$20.00万 | 清仓 |
| SLQD | ISHARES TR | $20.03万 | 0.04% | 3,968 | -3,147 | -44.2% | -$15.89万 | 减仓 |
| MTUM | ISHARES TR | $20.42万 | 0.04% | 851 | -409 | -32.5% | -$9.82万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $20.61万 | 0.04% | 1,013 | 2 | 0.2% | $407 | 加仓 |
| ITA | ISHARES TR | $21.70万 | 0.05% | 992 | 992 | — | $21.70万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $22.02万 | 0.05% | 368 | -391 | -51.5% | -$23.39万 | 减仓 |
| EMB | ISHARES TR | $22.65万 | 0.05% | 2,411 | -108,257 | -97.8% | -$1,016.86万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $22.91万 | 0.05% | 10,555 | 10,555 | — | $22.91万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $23.18万 | 0.05% | 1,433 | -218 | -13.2% | -$3.53万 | 减仓 |
| COWZ | PACER FDS TR | $23.62万 | 0.05% | 3,775 | -48 | -1.3% | -$3,003 | 减仓 |
| CVX | CHEVRON CORPORATION | $23.88万 | 0.05% | 1,154 | 1,154 | — | $23.88万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $24.15万 | 0.05% | 2,744 | -170 | -5.8% | -$1.50万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $24.42万 | 0.05% | 4,462 | -107 | -2.3% | -$5,855 | 减仓 |
| DTCR | GLOBAL X FDS | $25.41万 | 0.05% | 10,607 | 10,607 | — | $25.41万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $27.58万 | 0.06% | 2,570 | -922 | -26.4% | -$9.89万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.84万 | 0.06% | 9,075 | -2,211 | -19.6% | -$6.78万 | 减仓 |
| VGT | VANGUARD WORLD FD | $28.89万 | 0.06% | 414 | 67 | 19.3% | $4.67万 | 加仓 |
| GIB | CGI INC | $31.43万 | 0.07% | 4,300 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $31.99万 | 0.07% | 321 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $32.30万 | 0.07% | 5,698 | 1,520 | 36.4% | $8.62万 | 加仓 |
| IVW | ISHARES TR | $32.43万 | 0.07% | 2,867 | 2,867 | — | $32.43万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $32.62万 | 0.07% | 2,934 | -565 | -16.1% | -$6.28万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $33.22万 | 0.07% | 5,525 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $35.69万 | 0.08% | 10,569 | 3,980 | 60.4% | $13.44万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $36.42万 | 0.08% | 790 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $38.35万 | 0.08% | 7,550 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $41.39万 | 0.09% | 8,147 | 8,147 | — | $41.39万 | 新建仓 |
| NOW | SERVICENOW INC | $41.84万 | 0.09% | 4,002 | -14,170 | -78.0% | -$148.15万 | 减仓 |
| IYW | ISHARES TR | $49.16万 | 0.10% | 2,710 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $50.77万 | 0.11% | 11,504 | 11,504 | — | $50.77万 | 新建仓 |
| — | EXXON MOBIL CORP | $53.12万 | 0.11% | 3,131 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $54.56万 | 0.12% | 5,805 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.70万 | 0.13% | 918 | 918 | — | $59.70万 | 新建仓 |
| LLY | ELI LILLY & CO | $61.90万 | 0.13% | 673 | -2 | -0.3% | -$1,840 | 减仓 |
| USMV | ISHARES TR | $63.30万 | 0.13% | 6,826 | 0 | 0.0% | — | 不变 |
| FCAL | FIRST TR EXCH TRADED FD III | $72.36万 | 0.15% | 14,801 | -3,659 | -19.8% | -$17.89万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $72.63万 | 0.15% | 14,570 | -3,718 | -20.3% | -$18.53万 | 减仓 |
| AGNC | AGNC INVT CORP | $86.79万 | 0.18% | 86,532 | 86,532 | — | $86.79万 | 新建仓 |
| TSLA | TESLA INC | $90.63万 | 0.19% | 2,438 | -56 | -2.2% | -$2.08万 | 减仓 |
| CATH | GLOBAL X FDS | $91.14万 | 0.19% | 11,662 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $93.41万 | 0.20% | 11,806 | -15,818 | -57.3% | -$125.15万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $99.61万 | 0.21% | 8,298 | 8,298 | — | $99.61万 | 新建仓 |
| IYC | ISHARES TR | $101.68万 | 0.22% | 10,492 | -205 | -1.9% | -$1.99万 | 减仓 |
| GDX | VANECK ETF TRUST | $101.82万 | 0.22% | 11,095 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $104.37万 | 0.22% | 20,696 | -3,522 | -14.5% | -$17.76万 | 减仓 |
| QQQ | INVESCO QQQ TR | $105.62万 | 0.22% | 1,830 | -82 | -4.3% | -$4.73万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $107.21万 | 0.23% | 10,821 | -1,233 | -10.2% | -$12.22万 | 减仓 |
| PICK | ISHARES INC | $111.88万 | 0.24% | 19,770 | 19,770 | — | $111.88万 | 新建仓 |
| MS | MORGAN STANLEY | $116.71万 | 0.25% | 7,092 | 4,557 | 179.8% | $74.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $120.23万 | 0.26% | 2,509 | -13 | -0.5% | -$6,230 | 减仓 |
| COPX | GLOBAL X FDS | $124.85万 | 0.27% | 16,352 | 16,352 | — | $124.85万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $133.35万 | 0.28% | 16,549 | -131 | -0.8% | -$1.06万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $146.26万 | 0.31% | 4,925 | 1,968 | 66.6% | $58.44万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $153.10万 | 0.33% | 4,266 | 679 | 18.9% | $24.37万 | 加仓 |
| CMF | ISHARES TR | $164.75万 | 0.35% | 28,975 | -2,921 | -9.2% | -$16.61万 | 减仓 |
| KCE | SPDR SERIES TRUST | $176.69万 | 0.38% | 12,841 | -7,358 | -36.4% | -$101.25万 | 减仓 |
| XBI | SPDR SERIES TRUST | $177.01万 | 0.38% | 13,858 | 8,816 | 174.9% | $112.61万 | 加仓 |
| ARGX | ARGENX SE | $182.56万 | 0.39% | 2,500 | 381 | 18.0% | $27.82万 | 加仓 |
| VST | VISTRA CORP | $183.73万 | 0.39% | 12,222 | 2,648 | 27.7% | $39.81万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $189.75万 | 0.40% | 27,381 | 6,971 | 34.2% | $48.31万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $193.68万 | 0.41% | 4,961 | -120 | -2.4% | -$4.68万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $194.95万 | 0.41% | 15,878 | 1,993 | 14.4% | $24.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $196.57万 | 0.42% | 4,500 | -1,136 | -20.2% | -$49.62万 | 减仓 |
| HUBB | HUBBELL INC | $197.23万 | 0.42% | 4,019 | 1,148 | 40.0% | $56.34万 | 加仓 |
| GE | GE AEROSPACE | $198.10万 | 0.42% | 6,981 | -190 | -2.6% | -$5.39万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $199.66万 | 0.42% | 39,450 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $199.80万 | 0.42% | 8,243 | -589 | -6.7% | -$14.28万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $207.81万 | 0.44% | 8,293 | 8,293 | — | $207.81万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $218.46万 | 0.46% | 5,144 | 1,393 | 37.1% | $59.16万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $218.60万 | 0.46% | 130,352 | -600,974 | -82.2% | -$1,007.83万 | 减仓 |
| C | CITIGROUP INC | $219.09万 | 0.47% | 19,319 | 113 | 0.6% | $1.28万 | 加仓 |
| TIP | ISHARES TR | $221.30万 | 0.47% | 20,053 | 20,053 | — | $221.30万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $253.85万 | 0.54% | 22,899 | -917 | -3.9% | -$10.17万 | 减仓 |
| META | META PLATFORMS INC | $264.29万 | 0.56% | 4,619 | 193 | 4.4% | $11.04万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $270.92万 | 0.58% | 51,311 | -6,671 | -11.5% | -$35.22万 | 减仓 |
| SGOV | ISHARES TR | $300.02万 | 0.64% | 29,805 | -2,254 | -7.0% | -$22.69万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $320.14万 | 0.68% | 51,076 | -35,430 | -41.0% | -$222.07万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $341.17万 | 0.73% | 69,400 | 69,400 | — | $341.17万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $348.92万 | 0.74% | 10,328 | 10,328 | — | $348.92万 | 新建仓 |
| MBB | ISHARES TR | $351.24万 | 0.75% | 36,992 | 36,992 | — | $351.24万 | 新建仓 |
| V | VISA INC | $353.07万 | 0.75% | 11,682 | -328 | -2.7% | -$9.91万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $365.93万 | 0.78% | 79,740 | -928 | -1.2% | -$4.26万 | 减仓 |
| XTRE | BONDBLOXX ETF TRUST | $368.35万 | 0.78% | 74,399 | 74,399 | — | $368.35万 | 新建仓 |
| XSVN | BONDBLOXX ETF TRUST | $375.71万 | 0.80% | 78,732 | 78,732 | — | $375.71万 | 新建仓 |
| NFLX | NETFLIX INC. | $401.16万 | 0.85% | 41,722 | 3,293 | 8.6% | $31.66万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $442.83万 | 0.94% | 13,104 | -228 | -1.7% | -$7.70万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $458.49万 | 0.98% | 31,343 | 1,493 | 5.0% | $21.84万 | 加仓 |
| GEV | GE VERNOVA INC | $462.82万 | 0.98% | 5,302 | -922 | -14.8% | -$80.48万 | 减仓 |