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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $32.30万 | 0.07% | 5,698 | 1,520 | 36.4% | $8.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.99万 | 0.07% | 321 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $31.43万 | 0.07% | 4,300 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $28.89万 | 0.06% | 414 | 67 | 19.3% | $4.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.84万 | 0.06% | 9,075 | -2,211 | -19.6% | -$6.78万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $27.58万 | 0.06% | 2,570 | -922 | -26.4% | -$9.89万 | 减仓 |
| DTCR | GLOBAL X FDS | $25.41万 | 0.05% | 10,607 | 10,607 | — | $25.41万 | 新建仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $24.42万 | 0.05% | 4,462 | -107 | -2.3% | -$5,855 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $24.15万 | 0.05% | 2,744 | -170 | -5.8% | -$1.50万 | 减仓 |
| CVX | CHEVRON CORPORATION | $23.88万 | 0.05% | 1,154 | 1,154 | — | $23.88万 | 新建仓 |
| COWZ | PACER FDS TR | $23.62万 | 0.05% | 3,775 | -48 | -1.3% | -$3,003 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $23.18万 | 0.05% | 1,433 | -218 | -13.2% | -$3.53万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $22.91万 | 0.05% | 10,555 | 10,555 | — | $22.91万 | 新建仓 |
| EMB | ISHARES TR | $22.65万 | 0.05% | 2,411 | -108,257 | -97.8% | -$1,016.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $22.02万 | 0.05% | 368 | -391 | -51.5% | -$23.39万 | 减仓 |
| ITA | ISHARES TR | $21.70万 | 0.05% | 992 | 992 | — | $21.70万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.61万 | 0.04% | 1,013 | 2 | 0.2% | $407 | 加仓 |
| MTUM | ISHARES TR | $20.42万 | 0.04% | 851 | -409 | -32.5% | -$9.82万 | 重新持有 |
| SLQD | ISHARES TR | $20.03万 | 0.04% | 3,968 | -3,147 | -44.2% | -$15.89万 | 减仓 |
| 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 |