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 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | $2,344.77万 | 4.99% | 61,157 | -9,347 | -13.3% | -$358.37万 | 减仓 |
| GOOGL | ALPHABET INC | $2,007.48万 | 4.27% | 69,811 | -4,473 | -6.0% | -$128.63万 | 减仓 |
| AVGO | BROADCOM INC | $1,915.13万 | 4.07% | 61,876 | -1,615 | -2.5% | -$49.99万 | 减仓 |
| WMT | WALMART INC | $1,824.92万 | 3.88% | 146,839 | -2,933 | -2.0% | -$36.45万 | 减仓 |
| AAPL | APPLE INC | $1,743.28万 | 3.71% | 68,690 | -3,205 | -4.5% | -$81.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,447.39万 | 3.08% | 39,101 | 707 | 1.8% | $26.17万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,315.17万 | 2.80% | 214,686 | 64,933 | 43.4% | $397.78万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,276.62万 | 2.71% | 115,562 | -2,669 | -2.3% | -$29.48万 | 减仓 |
| XAR | SPDR SERIES TRUST | $1,253.74万 | 2.67% | 49,364 | -554 | -1.1% | -$14.07万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,197.15万 | 2.55% | 40,697 | 1,982 | 5.1% | $58.30万 | 加仓 |
| AMZN | AMAZON COM INC | $1,154.28万 | 2.45% | 55,423 | 1,129 | 2.1% | $23.51万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,098.42万 | 2.34% | 67,149 | 14,561 | 27.7% | $238.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,087.77万 | 2.31% | 62,372 | -3,347 | -5.1% | -$58.37万 | 减仓 |
| IGIB | ISHARES TR | $1,074.33万 | 2.28% | 201,866 | 4,826 | 2.4% | $25.68万 | 加仓 |
| WELL | WELLTOWER INC | $1,066.17万 | 2.27% | 53,926 | 803 | 1.5% | $15.88万 | 加仓 |
| EME | EMCOR GROUP INC | $1,029.29万 | 2.19% | 13,941 | 164 | 1.2% | $12.11万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,009.76万 | 2.15% | 385,406 | 50,957 | 15.2% | $133.51万 | 加仓 |
| IAI | ISHARES TR | $980.32万 | 2.08% | 59,710 | -39,057 | -39.5% | -$641.24万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $970.78万 | 2.06% | 66,215 | 4,757 | 7.7% | $69.74万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $890.11万 | 1.89% | 197,015 | 29,897 | 17.9% | $135.07万 | 加仓 |
| ETN | EATON CORP PLC | $799.29万 | 1.70% | 22,347 | 2,522 | 12.7% | $90.20万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $771.00万 | 1.64% | 27,610 | 7,221 | 35.4% | $201.64万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $768.63万 | 1.63% | 57,835 | -4,976 | -7.9% | -$66.13万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $754.57万 | 1.60% | 21,985 | 738 | 3.5% | $25.33万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $703.60万 | 1.50% | 139,686 | 16,054 | 13.0% | $80.86万 | 加仓 |
| KO | COCA COLA CO | $676.26万 | 1.44% | 88,923 | -797 | -0.9% | -$6.06万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $630.63万 | 1.34% | 43,660 | 1,329 | 3.1% | $19.20万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $624.05万 | 1.33% | 7,377 | 790 | 12.0% | $66.83万 | 加仓 |
| EMBX | VANECK FDS | $601.60万 | 1.28% | 120,059 | 120,059 | — | $601.60万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $567.35万 | 1.21% | 66,248 | 66,248 | — | $567.35万 | 新建仓 |
| IAU | ISHARES GOLD TR | $521.24万 | 1.11% | 59,124 | 53,127 | 885.9% | $468.37万 | 加仓 |
| ORCL | ORACLE CORP | $506.32万 | 1.08% | 34,418 | 3,036 | 9.7% | $44.66万 | 加仓 |
| GEV | GE VERNOVA INC | $462.82万 | 0.98% | 5,302 | -922 | -14.8% | -$80.48万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $458.49万 | 0.98% | 31,343 | 1,493 | 5.0% | $21.84万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $442.83万 | 0.94% | 13,104 | -228 | -1.7% | -$7.70万 | 减仓 |
| NFLX | NETFLIX INC. | $401.16万 | 0.85% | 41,722 | 3,293 | 8.6% | $31.66万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $375.71万 | 0.80% | 78,732 | 78,732 | — | $375.71万 | 新建仓 |
| XTRE | BONDBLOXX ETF TRUST | $368.35万 | 0.78% | 74,399 | 74,399 | — | $368.35万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $365.93万 | 0.78% | 79,740 | -928 | -1.2% | -$4.26万 | 减仓 |
| V | VISA INC | $353.07万 | 0.75% | 11,682 | -328 | -2.7% | -$9.91万 | 减仓 |
| MBB | ISHARES TR | $351.24万 | 0.75% | 36,992 | 36,992 | — | $351.24万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $348.92万 | 0.74% | 10,328 | 10,328 | — | $348.92万 | 新建仓 |
| XFIV | BONDBLOXX ETF TRUST | $341.17万 | 0.73% | 69,400 | 69,400 | — | $341.17万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $320.14万 | 0.68% | 51,076 | -35,430 | -41.0% | -$222.07万 | 减仓 |
| SGOV | ISHARES TR | $300.02万 | 0.64% | 29,805 | -2,254 | -7.0% | -$22.69万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $270.92万 | 0.58% | 51,311 | -6,671 | -11.5% | -$35.22万 | 减仓 |
| META | META PLATFORMS INC | $264.29万 | 0.56% | 4,619 | 193 | 4.4% | $11.04万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $253.85万 | 0.54% | 22,899 | -917 | -3.9% | -$10.17万 | 减仓 |
| TIP | ISHARES TR | $221.30万 | 0.47% | 20,053 | 20,053 | — | $221.30万 | 新建仓 |
| C | CITIGROUP INC | $219.09万 | 0.47% | 19,319 | 113 | 0.6% | $1.28万 | 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 |
| AXON | AXON ENTERPRISE INC | $218.46万 | 0.46% | 5,144 | 1,393 | 37.1% | $59.16万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $207.81万 | 0.44% | 8,293 | 8,293 | — | $207.81万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $199.80万 | 0.42% | 8,243 | -589 | -6.7% | -$14.28万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $199.66万 | 0.42% | 39,450 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $198.10万 | 0.42% | 6,981 | -190 | -2.6% | -$5.39万 | 减仓 |
| HUBB | HUBBELL INC | $197.23万 | 0.42% | 4,019 | 1,148 | 40.0% | $56.34万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $196.57万 | 0.42% | 4,500 | -1,136 | -20.2% | -$49.62万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $194.95万 | 0.41% | 15,878 | 1,993 | 14.4% | $24.47万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $193.68万 | 0.41% | 4,961 | -120 | -2.4% | -$4.68万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $189.75万 | 0.40% | 27,381 | 6,971 | 34.2% | $48.31万 | 加仓 |
| VST | VISTRA CORP | $183.73万 | 0.39% | 12,222 | 2,648 | 27.7% | $39.81万 | 加仓 |
| ARGX | ARGENX SE | $182.56万 | 0.39% | 2,500 | 381 | 18.0% | $27.82万 | 加仓 |
| XBI | SPDR SERIES TRUST | $177.01万 | 0.38% | 13,858 | 8,816 | 174.9% | $112.61万 | 加仓 |
| KCE | SPDR SERIES TRUST | $176.69万 | 0.38% | 12,841 | -7,358 | -36.4% | -$101.25万 | 减仓 |
| CMF | ISHARES TR | $164.75万 | 0.35% | 28,975 | -2,921 | -9.2% | -$16.61万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $153.10万 | 0.33% | 4,266 | 679 | 18.9% | $24.37万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $146.26万 | 0.31% | 4,925 | 1,968 | 66.6% | $58.44万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $133.35万 | 0.28% | 16,549 | -131 | -0.8% | -$1.06万 | 减仓 |
| COPX | GLOBAL X FDS | $124.85万 | 0.27% | 16,352 | 16,352 | — | $124.85万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $120.23万 | 0.26% | 2,509 | -13 | -0.5% | -$6,230 | 减仓 |
| MS | MORGAN STANLEY | $116.71万 | 0.25% | 7,092 | 4,557 | 179.8% | $74.99万 | 加仓 |
| PICK | ISHARES INC | $111.88万 | 0.24% | 19,770 | 19,770 | — | $111.88万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $107.21万 | 0.23% | 10,821 | -1,233 | -10.2% | -$12.22万 | 减仓 |
| QQQ | INVESCO QQQ TR | $105.62万 | 0.22% | 1,830 | -82 | -4.3% | -$4.73万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $104.37万 | 0.22% | 20,696 | -3,522 | -14.5% | -$17.76万 | 减仓 |
| GDX | VANECK ETF TRUST | $101.82万 | 0.22% | 11,095 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $101.68万 | 0.22% | 10,492 | -205 | -1.9% | -$1.99万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $99.61万 | 0.21% | 8,298 | 8,298 | — | $99.61万 | 新建仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $93.41万 | 0.20% | 11,806 | -15,818 | -57.3% | -$125.15万 | 减仓 |
| CATH | GLOBAL X FDS | $91.14万 | 0.19% | 11,662 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $90.63万 | 0.19% | 2,438 | -56 | -2.2% | -$2.08万 | 减仓 |
| AGNC | AGNC INVT CORP | $86.79万 | 0.18% | 86,532 | 86,532 | — | $86.79万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $72.63万 | 0.15% | 14,570 | -3,718 | -20.3% | -$18.53万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $72.36万 | 0.15% | 14,801 | -3,659 | -19.8% | -$17.89万 | 减仓 |
| USMV | ISHARES TR | $63.30万 | 0.13% | 6,826 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $61.90万 | 0.13% | 673 | -2 | -0.3% | -$1,840 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.70万 | 0.13% | 918 | 918 | — | $59.70万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $54.56万 | 0.12% | 5,805 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $53.12万 | 0.11% | 3,131 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $50.77万 | 0.11% | 11,504 | 11,504 | — | $50.77万 | 新建仓 |
| IYW | ISHARES TR | $49.16万 | 0.10% | 2,710 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $41.84万 | 0.09% | 4,002 | -14,170 | -78.0% | -$148.15万 | 减仓 |
| PAVE | GLOBAL X FDS | $41.39万 | 0.09% | 8,147 | 8,147 | — | $41.39万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $38.35万 | 0.08% | 7,550 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $36.42万 | 0.08% | 790 | 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 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $33.22万 | 0.07% | 5,525 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $32.62万 | 0.07% | 2,934 | -565 | -16.1% | -$6.28万 | 减仓 |
| IVW | ISHARES TR | $32.43万 | 0.07% | 2,867 | 2,867 | — | $32.43万 | 新建仓 |