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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -29,805 | -100.0% | -$300.02万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -19,319 | -100.0% | -$219.09万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -39,450 | -100.0% | -$199.66万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -6,826 | -100.0% | -$63.30万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -4,002 | -100.0% | -$41.84万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -2,867 | -100.0% | -$32.43万 | 清仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,462 | -100.0% | -$24.42万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,154 | -100.0% | -$23.88万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,411 | -100.0% | -$22.65万 | 清仓 |
| SLQD | ISHARES TR | $0 | 0.00% | 0 | -3,968 | -100.0% | -$20.03万 | 清仓 |
| NFLX | NETFLIX INC. 看涨期权 | $7,140 | 0.00% | 100 | 100 | — | $7,140 | 新建仓 |
| WFC | WELLS FARGO & CO | $20.80万 | 0.04% | 2,517 | 56 | 2.3% | $4,628 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $21.14万 | 0.04% | 308 | -60 | -16.3% | -$4.12万 | 减仓 |
| IUSV | ISHARES TR | $21.20万 | 0.04% | 1,925 | 1,925 | — | $21.20万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.57万 | 0.04% | 1,704 | 1,704 | — | $21.57万 | 新建仓 |
| SLV | ISHARES SILVER TR | $22.89万 | 0.04% | 4,281 | 4,281 | — | $22.89万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $22.89万 | 0.04% | 1,236 | -197 | -13.7% | -$3.65万 | 减仓 |
| COWZ | PACER FDS TR | $23.48万 | 0.04% | 3,775 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $24.05万 | 0.04% | 992 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $24.94万 | 0.04% | 11,709 | 1,154 | 10.9% | $2.46万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $27.19万 | 0.05% | 2,744 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $27.77万 | 0.05% | 4,300 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $28.78万 | 0.05% | 9,075 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $29.74万 | 0.05% | 10,117 | 10,117 | — | $29.74万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.12万 | 0.05% | 322 | 1 | 0.3% | $935 | 加仓 |
| MTUM | ISHARES TR | $30.75万 | 0.05% | 897 | 46 | 5.4% | $1.58万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $31.62万 | 0.06% | 795 | 5 | 0.6% | $1,988 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.62万 | 0.06% | 5,952 | 254 | 4.5% | $1.43万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $36.74万 | 0.07% | 7,550 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL ETF TRUST | $37.61万 | 0.07% | 7,495 | -7,075 | -48.6% | -$35.50万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $37.76万 | 0.07% | 7,605 | -7,196 | -48.6% | -$35.73万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $37.87万 | 0.07% | 5,525 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $38.98万 | 0.07% | 12,834 | 2,227 | 21.0% | $6.76万 | 加仓 |
| VGT | VANGUARD WORLD FD | $39.59万 | 0.07% | 3,312 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $41.27万 | 0.07% | 3,222 | 288 | 9.8% | $3.69万 | 加仓 |
| — | EXXON MOBIL CORP | $42.88万 | 0.08% | 3,136 | 5 | 0.2% | $684 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $44.17万 | 0.08% | 2,671 | 101 | 3.9% | $1.67万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $50.06万 | 0.09% | 9,906 | -10,790 | -52.1% | -$54.53万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $50.34万 | 0.09% | 5,004 | -5,817 | -53.8% | -$58.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $52.27万 | 0.09% | 700 | 700 | — | $52.27万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $53.68万 | 0.10% | 14,696 | 4,127 | 39.0% | $15.08万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $54.22万 | 0.10% | 5,876 | 71 | 1.2% | $6,551 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $58.09万 | 0.10% | 1,000 | 1,000 | — | $58.09万 | 新建仓 |
| PAVE | GLOBAL X FDS | $61.89万 | 0.11% | 10,504 | 2,357 | 28.9% | $13.89万 | 加仓 |
| IYW | ISHARES TR | $68.35万 | 0.12% | 2,710 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.40万 | 0.12% | 916 | -2 | -0.2% | -$1,494 | 减仓 |
| CMF | ISHARES TR | $75.47万 | 0.13% | 13,093 | -15,882 | -54.8% | -$91.54万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $78.36万 | 0.14% | 1,349 | 336 | 33.2% | $19.52万 | 加仓 |
| RKLB | ROCKET LAB CORP | $79.33万 | 0.14% | 7,804 | 7,804 | — | $79.33万 | 新建仓 |
| GDX | VANECK ETF TRUST | $83.71万 | 0.15% | 11,095 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $85.38万 | 0.15% | 2,866 | 2,866 | — | $85.38万 | 新建仓 |
| LLY | ELI LILLY & CO | $102.91万 | 0.18% | 858 | 185 | 27.5% | $22.19万 | 加仓 |
| CATH | GLOBAL X FDS | $103.21万 | 0.18% | 11,662 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $108.01万 | 0.19% | 11,616 | -190 | -1.6% | -$1.77万 | 减仓 |
| IYC | ISHARES TR | $109.90万 | 0.20% | 10,871 | 379 | 3.6% | $3.83万 | 加仓 |
| PICK | ISHARES INC | $114.78万 | 0.20% | 19,738 | -32 | -0.2% | -$1,861 | 减仓 |
| GDXJ | VANECK ETF TRUST | $115.87万 | 0.21% | 11,793 | 3,495 | 42.1% | $34.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $119.30万 | 0.21% | 1,620 | -210 | -11.5% | -$15.46万 | 减仓 |
| COPX | GLOBAL X FDS | $127.29万 | 0.23% | 16,538 | 186 | 1.1% | $1.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.85万 | 0.23% | 2,595 | 86 | 3.4% | $4.30万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $138.80万 | 0.25% | 3,300 | 3,300 | — | $138.80万 | 新建仓 |
| ONC | BEONE MEDICINES LTD | $144.82万 | 0.26% | 5,082 | 157 | 3.2% | $4.47万 | 加仓 |
| MS | MORGAN STANLEY | $155.27万 | 0.28% | 7,428 | 336 | 4.7% | $7.02万 | 加仓 |
| KCE | SPDR SERIES TRUST | $190.21万 | 0.34% | 12,919 | 78 | 0.6% | $1.15万 | 加仓 |
| AGNC | AGNC INVT CORP | $193.88万 | 0.35% | 177,869 | 91,337 | 105.6% | $99.56万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $205.42万 | 0.37% | 21,289 | 4,740 | 28.6% | $45.74万 | 加仓 |
| HUBB | HUBBELL INC | $215.61万 | 0.38% | 4,121 | 102 | 2.5% | $5.34万 | 加仓 |
| VST | VISTRA CORP | $215.91万 | 0.39% | 13,611 | 1,389 | 11.4% | $22.03万 | 加仓 |
| INTC | INTEL CORP | $222.01万 | 0.40% | 15,900 | 4,396 | 38.2% | $61.38万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $222.94万 | 0.40% | 16,731 | 16,731 | — | $222.94万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $231.27万 | 0.41% | 14,614 | 756 | 5.5% | $11.96万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $233.17万 | 0.42% | 41,490 | -9,821 | -19.1% | -$55.19万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $233.57万 | 0.42% | 8,306 | 63 | 0.8% | $1.77万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $241.01万 | 0.43% | 4,868 | 602 | 14.1% | $29.80万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $241.75万 | 0.43% | 22,567 | -332 | -1.4% | -$3.56万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $244.80万 | 0.44% | 125,088 | -5,264 | -4.0% | -$10.30万 | 减仓 |
| TSLA | TESLA INC | $247.40万 | 0.44% | 5,882 | 3,444 | 141.3% | $144.85万 | 加仓 |
| ARGX | ARGENX SE | $248.92万 | 0.44% | 2,683 | 183 | 7.3% | $16.98万 | 加仓 |
| GE | GE AEROSPACE | $275.51万 | 0.49% | 7,372 | 391 | 5.6% | $14.61万 | 加仓 |
| META | META PLATFORMS INC | $280.09万 | 0.50% | 4,972 | 353 | 7.6% | $19.89万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $282.94万 | 0.50% | 16,655 | 777 | 4.9% | $13.20万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $286.06万 | 0.51% | 28,526 | 1,145 | 4.2% | $11.48万 | 加仓 |
| NFLX | NETFLIX INC. | $295.16万 | 0.53% | 41,339 | -383 | -0.9% | -$2.73万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $299.76万 | 0.53% | 5,347 | 203 | 3.9% | $11.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $306.08万 | 0.55% | 35,533 | 8,533 | 31.6% | $73.50万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $307.16万 | 0.55% | 9,174 | 881 | 10.6% | $29.50万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $339.90万 | 0.61% | 71,907 | -6,825 | -8.7% | -$32.26万 | 减仓 |
| MBB | ISHARES TR | $350.99万 | 0.63% | 37,134 | 142 | 0.4% | $1.34万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $360.12万 | 0.64% | 79,426 | -314 | -0.4% | -$1.42万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $368.19万 | 0.66% | 75,634 | 6,234 | 9.0% | $30.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $372.41万 | 0.66% | 17,503 | 17,503 | — | $372.41万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $378.70万 | 0.68% | 32,459 | 1,116 | 3.6% | $13.02万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $379.56万 | 0.68% | 77,413 | 3,014 | 4.1% | $14.78万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $389.43万 | 0.69% | 20,412 | 15,451 | 311.4% | $294.78万 | 加仓 |
| V | VISA INC | $419.18万 | 0.75% | 12,218 | 536 | 4.6% | $18.39万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $445.65万 | 0.80% | 49,600 | -1,476 | -2.9% | -$13.26万 | 减仓 |
| TIP | ISHARES TR | $486.10万 | 0.87% | 44,421 | 24,368 | 121.5% | $266.66万 | 加仓 |
| ORCL | ORACLE CORP | $532.99万 | 0.95% | 36,369 | 1,951 | 5.7% | $28.59万 | 加仓 |
| IAU | ISHARES GOLD TR | $574.77万 | 1.03% | 76,119 | 16,995 | 28.7% | $128.33万 | 加仓 |
| GEV | GE VERNOVA INC | $605.18万 | 1.08% | 5,151 | -151 | -2.8% | -$17.74万 | 减仓 |