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 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | $3,151.90万 | 5.62% | 48,055 | -13,102 | -21.4% | -$859.35万 | 减仓 |
| GOOGL | ALPHABET INC | $2,257.18万 | 4.03% | 63,161 | -6,650 | -9.5% | -$237.65万 | 减仓 |
| AVGO | BROADCOM INC | $2,210.59万 | 3.95% | 58,520 | -3,356 | -5.4% | -$126.77万 | 减仓 |
| AAPL | APPLE INC | $1,940.39万 | 3.46% | 67,058 | -1,632 | -2.4% | -$47.22万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,688.50万 | 3.01% | 14,628 | 4,300 | 41.6% | $496.34万 | 加仓 |
| WMT | WALMART INC | $1,674.50万 | 2.99% | 147,846 | 1,007 | 0.7% | $11.41万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,509.82万 | 2.69% | 121,018 | 5,456 | 4.7% | $68.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,501.61万 | 2.68% | 40,255 | 1,154 | 3.0% | $43.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,453.10万 | 2.59% | 72,622 | 10,250 | 16.4% | $205.09万 | 加仓 |
| XAR | SPDR SERIES TRUST | $1,431.01万 | 2.55% | 50,425 | 1,061 | 2.1% | $30.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,374.11万 | 2.45% | 41,979 | 1,282 | 3.2% | $41.96万 | 加仓 |
| AMZN | AMAZON COM INC | $1,354.33万 | 2.42% | 56,824 | 1,401 | 2.5% | $33.39万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,348.15万 | 2.41% | 70,308 | 3,159 | 4.7% | $60.57万 | 加仓 |
| IGIB | ISHARES TR | $1,346.05万 | 2.40% | 253,160 | 51,294 | 25.4% | $272.73万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,258.24万 | 2.25% | 279,670 | 82,655 | 42.0% | $371.86万 | 加仓 |
| WELL | WELLTOWER INC | $1,249.35万 | 2.23% | 55,045 | 1,119 | 2.1% | $25.40万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,195.39万 | 2.13% | 236,757 | 97,071 | 69.5% | $490.11万 | 加仓 |
| EME | EMCOR GROUP INC | $1,190.48万 | 2.12% | 14,345 | 404 | 2.9% | $33.53万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,141.98万 | 2.04% | 215,021 | 335 | 0.2% | $1.78万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,101.36万 | 1.97% | 69,416 | 3,201 | 4.8% | $50.79万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,082.19万 | 1.93% | 408,065 | 22,659 | 5.9% | $60.09万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,068.49万 | 1.91% | 56,083 | -1,752 | -3.0% | -$33.38万 | 减仓 |
| IAI | ISHARES TR | $1,019.84万 | 1.82% | 58,167 | -1,543 | -2.6% | -$27.05万 | 减仓 |
| ETN | EATON CORP PLC | $1,014.40万 | 1.81% | 23,805 | 1,458 | 6.5% | $62.13万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $816.68万 | 1.46% | 23,054 | 1,069 | 4.9% | $37.87万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $786.52万 | 1.40% | 7,777 | 400 | 5.4% | $40.45万 | 加仓 |
| KO | COCA COLA CO | $716.74万 | 1.28% | 88,192 | -731 | -0.8% | -$5.94万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $673.73万 | 1.20% | 27,126 | -484 | -1.8% | -$12.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $647.19万 | 1.15% | 44,135 | 475 | 1.1% | $6.97万 | 加仓 |
| EMBX | VANECK FDS | $645.04万 | 1.15% | 125,714 | 5,655 | 4.7% | $29.02万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $639.35万 | 1.14% | 13,388 | 284 | 2.2% | $13.56万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $632.54万 | 1.13% | 68,788 | 2,540 | 3.8% | $23.36万 | 加仓 |
| GEV | GE VERNOVA INC | $605.18万 | 1.08% | 5,151 | -151 | -2.8% | -$17.74万 | 减仓 |
| IAU | ISHARES GOLD TR | $574.77万 | 1.03% | 76,119 | 16,995 | 28.7% | $128.33万 | 加仓 |
| ORCL | ORACLE CORP | $532.99万 | 0.95% | 36,369 | 1,951 | 5.7% | $28.59万 | 加仓 |
| TIP | ISHARES TR | $486.10万 | 0.87% | 44,421 | 24,368 | 121.5% | $266.66万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $445.65万 | 0.80% | 49,600 | -1,476 | -2.9% | -$13.26万 | 减仓 |
| V | VISA INC | $419.18万 | 0.75% | 12,218 | 536 | 4.6% | $18.39万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $389.43万 | 0.69% | 20,412 | 15,451 | 311.4% | $294.78万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $379.56万 | 0.68% | 77,413 | 3,014 | 4.1% | $14.78万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $378.70万 | 0.68% | 32,459 | 1,116 | 3.6% | $13.02万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $372.41万 | 0.66% | 17,503 | 17,503 | — | $372.41万 | 新建仓 |
| XFIV | BONDBLOXX ETF TRUST | $368.19万 | 0.66% | 75,634 | 6,234 | 9.0% | $30.35万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $360.12万 | 0.64% | 79,426 | -314 | -0.4% | -$1.42万 | 减仓 |
| MBB | ISHARES TR | $350.99万 | 0.63% | 37,134 | 142 | 0.4% | $1.34万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $339.90万 | 0.61% | 71,907 | -6,825 | -8.7% | -$32.26万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $307.16万 | 0.55% | 9,174 | 881 | 10.6% | $29.50万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $306.08万 | 0.55% | 35,533 | 8,533 | 31.6% | $73.50万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $299.76万 | 0.53% | 5,347 | 203 | 3.9% | $11.38万 | 加仓 |
| NFLX | NETFLIX INC. | $295.16万 | 0.53% | 41,339 | -383 | -0.9% | -$2.73万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $286.06万 | 0.51% | 28,526 | 1,145 | 4.2% | $11.48万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $282.94万 | 0.50% | 16,655 | 777 | 4.9% | $13.20万 | 加仓 |
| META | META PLATFORMS INC | $280.09万 | 0.50% | 4,972 | 353 | 7.6% | $19.89万 | 加仓 |
| GE | GE AEROSPACE | $275.51万 | 0.49% | 7,372 | 391 | 5.6% | $14.61万 | 加仓 |
| ARGX | ARGENX SE | $248.92万 | 0.44% | 2,683 | 183 | 7.3% | $16.98万 | 加仓 |
| TSLA | TESLA INC | $247.40万 | 0.44% | 5,882 | 3,444 | 141.3% | $144.85万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $244.80万 | 0.44% | 125,088 | -5,264 | -4.0% | -$10.30万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $241.75万 | 0.43% | 22,567 | -332 | -1.4% | -$3.56万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $241.01万 | 0.43% | 4,868 | 602 | 14.1% | $29.80万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $233.57万 | 0.42% | 8,306 | 63 | 0.8% | $1.77万 | 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 |
| XBI | SPDR SERIES TRUST | $231.27万 | 0.41% | 14,614 | 756 | 5.5% | $11.96万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $222.94万 | 0.40% | 16,731 | 16,731 | — | $222.94万 | 新建仓 |
| INTC | INTEL CORP | $222.01万 | 0.40% | 15,900 | 4,396 | 38.2% | $61.38万 | 加仓 |
| VST | VISTRA CORP | $215.91万 | 0.39% | 13,611 | 1,389 | 11.4% | $22.03万 | 加仓 |
| HUBB | HUBBELL INC | $215.61万 | 0.38% | 4,121 | 102 | 2.5% | $5.34万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $205.42万 | 0.37% | 21,289 | 4,740 | 28.6% | $45.74万 | 加仓 |
| AGNC | AGNC INVT CORP | $193.88万 | 0.35% | 177,869 | 91,337 | 105.6% | $99.56万 | 加仓 |
| KCE | SPDR SERIES TRUST | $190.21万 | 0.34% | 12,919 | 78 | 0.6% | $1.15万 | 加仓 |
| MS | MORGAN STANLEY | $155.27万 | 0.28% | 7,428 | 336 | 4.7% | $7.02万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $144.82万 | 0.26% | 5,082 | 157 | 3.2% | $4.47万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $138.80万 | 0.25% | 3,300 | 3,300 | — | $138.80万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.85万 | 0.23% | 2,595 | 86 | 3.4% | $4.30万 | 加仓 |
| COPX | GLOBAL X FDS | $127.29万 | 0.23% | 16,538 | 186 | 1.1% | $1.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $119.30万 | 0.21% | 1,620 | -210 | -11.5% | -$15.46万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $115.87万 | 0.21% | 11,793 | 3,495 | 42.1% | $34.34万 | 加仓 |
| PICK | ISHARES INC | $114.78万 | 0.20% | 19,738 | -32 | -0.2% | -$1,861 | 减仓 |
| IYC | ISHARES TR | $109.90万 | 0.20% | 10,871 | 379 | 3.6% | $3.83万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $108.01万 | 0.19% | 11,616 | -190 | -1.6% | -$1.77万 | 减仓 |
| CATH | GLOBAL X FDS | $103.21万 | 0.18% | 11,662 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $102.91万 | 0.18% | 858 | 185 | 27.5% | $22.19万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $85.38万 | 0.15% | 2,866 | 2,866 | — | $85.38万 | 新建仓 |
| GDX | VANECK ETF TRUST | $83.71万 | 0.15% | 11,095 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $79.33万 | 0.14% | 7,804 | 7,804 | — | $79.33万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $78.36万 | 0.14% | 1,349 | 336 | 33.2% | $19.52万 | 加仓 |
| CMF | ISHARES TR | $75.47万 | 0.13% | 13,093 | -15,882 | -54.8% | -$91.54万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.40万 | 0.12% | 916 | -2 | -0.2% | -$1,494 | 减仓 |
| IYW | ISHARES TR | $68.35万 | 0.12% | 2,710 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $61.89万 | 0.11% | 10,504 | 2,357 | 28.9% | $13.89万 | 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 |
| SCHW | SCHWAB CHARLES CORP | $54.22万 | 0.10% | 5,876 | 71 | 1.2% | $6,551 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $53.68万 | 0.10% | 14,696 | 4,127 | 39.0% | $15.08万 | 加仓 |
| 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 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $50.34万 | 0.09% | 5,004 | -5,817 | -53.8% | -$58.52万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $50.06万 | 0.09% | 9,906 | -10,790 | -52.1% | -$54.53万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $44.17万 | 0.08% | 2,671 | 101 | 3.9% | $1.67万 | 加仓 |
| — | EXXON MOBIL CORP | $42.88万 | 0.08% | 3,136 | 5 | 0.2% | $684 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $41.27万 | 0.07% | 3,222 | 288 | 9.8% | $3.69万 | 加仓 |
| VGT | VANGUARD WORLD FD | $39.59万 | 0.07% | 3,312 | 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 |