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 |
|---|---|---|---|---|---|---|---|---|
| OMFL | INVESCO EXCH TRD SLF IDX FD | $37.87万 | 0.07% | 5,525 | 0 | 0.0% | — | 不变 |
| FCAL | FIRST TR EXCH TRADED FD III | $37.76万 | 0.07% | 7,605 | -7,196 | -48.6% | -$35.73万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $37.61万 | 0.07% | 7,495 | -7,075 | -48.6% | -$35.50万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $36.74万 | 0.07% | 7,550 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.62万 | 0.06% | 5,952 | 254 | 4.5% | $1.43万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $31.62万 | 0.06% | 795 | 5 | 0.6% | $1,988 | 加仓 |
| MTUM | ISHARES TR | $30.75万 | 0.05% | 897 | 46 | 5.4% | $1.58万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.12万 | 0.05% | 322 | 1 | 0.3% | $935 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $29.74万 | 0.05% | 10,117 | 10,117 | — | $29.74万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $28.78万 | 0.05% | 9,075 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $27.77万 | 0.05% | 4,300 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $27.19万 | 0.05% | 2,744 | 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 |
| ITA | ISHARES TR | $24.05万 | 0.04% | 992 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $23.48万 | 0.04% | 3,775 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $22.89万 | 0.04% | 1,236 | -197 | -13.7% | -$3.65万 | 减仓 |
| SLV | ISHARES SILVER TR | $22.89万 | 0.04% | 4,281 | 4,281 | — | $22.89万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.57万 | 0.04% | 1,704 | 1,704 | — | $21.57万 | 新建仓 |
| IUSV | ISHARES TR | $21.20万 | 0.04% | 1,925 | 1,925 | — | $21.20万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $21.14万 | 0.04% | 308 | -60 | -16.3% | -$4.12万 | 减仓 |
| WFC | WELLS FARGO & CO | $20.80万 | 0.04% | 2,517 | 56 | 2.3% | $4,628 | 重新持有 |
| NFLX | NETFLIX INC. 看涨期权 | $7,140 | 0.00% | 100 | 100 | — | $7,140 | 新建仓 |
| 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 |