WestHill Financial Advisors, Inc.
San Rafael CA · SEC CIK 0001759641
$5.87亿2026Q2 申报市值
82持仓数
81.2%前十大占比 · 第一大 18.0%
8 / 3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
TCBK 新建仓+$193.59万
SCHR 加仓+$136.51万
FBND 加仓+$89.24万
BANR 新建仓+$50.84万
SCHI 加仓+$44.96万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$60.70万
EXXON MOBIL CORP 清仓-$49.66万
AAPL 减仓-$35.65万
IVV 减仓-$26.06万
NRIX 减仓-$24.26万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -2,927 | -100.0% | -$49.66万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,302 | -100.0% | -$22.50万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,048 | -100.0% | -$20.32万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $6.41万 | 0.01% | 17,082 | 0 | 0.0% | — | 不变 |
| — | INVESCO CALIF VALUE MUN INCO | $12.87万 | 0.02% | 11,925 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.53万 | 0.03% | 942 | 942 | — | $20.53万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $20.59万 | 0.04% | 285 | 285 | — | $20.59万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $20.76万 | 0.04% | 2,250 | -436 | -16.2% | -$4.02万 | 减仓 |
| IJR | ISHARES TR | $20.82万 | 0.04% | 1,404 | 1,404 | — | $20.82万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $22.60万 | 0.04% | 4,461 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $22.79万 | 0.04% | 3,261 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $24.33万 | 0.04% | 107 | 107 | — | $24.33万 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $25.64万 | 0.04% | 1,690 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.84万 | 0.04% | 541 | 541 | — | $25.84万 | 新建仓 |
| QCOM | QUALCOMM INC | $26.58万 | 0.05% | 1,438 | -37 | -2.5% | -$6,838 | 重新持有 |
| GE | GE AEROSPACE | $27.23万 | 0.05% | 729 | 1 | 0.1% | $374 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.32万 | 0.05% | 545 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $27.73万 | 0.05% | 1,822 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $28.94万 | 0.05% | 16,168 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $30.25万 | 0.05% | 1,914 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.48万 | 0.05% | 1,200 | -18 | -1.5% | -$4,571 | 减仓 |
| VST | VISTRA CORP | $30.54万 | 0.05% | 1,925 | -6 | -0.3% | -$952 | 减仓 |
| GLD | SPDR GOLD TR | $30.80万 | 0.05% | 836 | -12 | -1.4% | -$4,421 | 减仓 |
| IJH | ISHARES TR | $32.39万 | 0.06% | 4,200 | -12 | -0.3% | -$925 | 减仓 |
| DHR | DANAHER CORP DEL | $33.62万 | 0.06% | 1,765 | 29 | 1.7% | $5,524 | 加仓 |
| IEI | ISHARES TR | $36.34万 | 0.06% | 3,094 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $37.66万 | 0.06% | 2,697 | 2,697 | — | $37.66万 | 新建仓 |
| META | META PLATFORMS INC | $39.82万 | 0.07% | 707 | -54 | -7.1% | -$3.04万 | 减仓 |
| GEV | GE VERNOVA INC | $41.94万 | 0.07% | 357 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $42.12万 | 0.07% | 25,040 | 504 | 2.1% | $8,477 | 加仓 |
| AVGO | BROADCOM INC | $42.27万 | 0.07% | 1,119 | -10 | -0.9% | -$3,777 | 减仓 |
| PG | PROCTER & GAMBLE CO | $42.33万 | 0.07% | 2,887 | 53 | 1.9% | $7,772 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $46.66万 | 0.08% | 477 | 2 | 0.4% | $1,956 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $48.06万 | 0.08% | 4,471 | 3 | 0.1% | $322 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $48.34万 | 0.08% | 3,885 | -110 | -2.8% | -$1.37万 | 减仓 |
| BANR | BANNER CORP | $50.84万 | 0.09% | 7,652 | 7,652 | — | $50.84万 | 新建仓 |
| EFA | ISHARES TR | $52.51万 | 0.09% | 5,054 | -490 | -8.8% | -$5.09万 | 减仓 |
| ABBV | ABBVIE INC | $54.13万 | 0.09% | 2,151 | -6 | -0.3% | -$1,510 | 减仓 |
| V | VISA INC | $54.65万 | 0.09% | 1,593 | 53 | 3.4% | $1.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.78万 | 0.09% | 943 | -289 | -23.5% | -$16.79万 | 减仓 |
| CSCO | CISCO SYS INC | $57.88万 | 0.10% | 4,928 | 19 | 0.4% | $2,232 | 加仓 |
| GOOGL | ALPHABET INC | $62.71万 | 0.11% | 1,755 | 33 | 1.9% | $1.18万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $62.86万 | 0.11% | 7,647 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $67.41万 | 0.11% | 915 | -110 | -10.7% | -$8.10万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $69.39万 | 0.12% | 929 | 155 | 20.0% | $11.58万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $82.11万 | 0.14% | 27,900 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $82.79万 | 0.14% | 4,995 | -1 | -0.0% | -$166 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $84.78万 | 0.14% | 15,411 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $89.56万 | 0.15% | 841 | -570 | -40.4% | -$60.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $90.81万 | 0.15% | 2,454 | -26 | -1.0% | -$9,621 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.92万 | 0.16% | 1,897 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $100.80万 | 0.17% | 2,853 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $104.92万 | 0.18% | 3,205 | 1 | 0.0% | $327 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $107.64万 | 0.18% | 1,151 | -20 | -1.7% | -$1.87万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $111.82万 | 0.19% | 6,709 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $116.54万 | 0.20% | 14,223 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $116.82万 | 0.20% | 44,051 | 35 | 0.1% | $928 | 加仓 |
| TSLA | TESLA INC | $125.63万 | 0.21% | 2,987 | -150 | -4.8% | -$6.31万 | 减仓 |
| IWF | ISHARES TR | $140.58万 | 0.24% | 11,321 | 1 | 0.0% | $124 | 加仓 |
| AGG | ISHARES TR | $173.45万 | 0.30% | 17,524 | 87 | 0.5% | $8,611 | 加仓 |
| NVDA | NVIDIA CORPORATION | $175.14万 | 0.30% | 8,753 | -345 | -3.8% | -$6.90万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $179.31万 | 0.31% | 14,768 | -113 | -0.8% | -$1.37万 | 减仓 |
| IWR | ISHARES TR | $188.06万 | 0.32% | 17,047 | -99 | -0.6% | -$1.09万 | 减仓 |
| TCBK | TRICO BANCSHARES | $193.59万 | 0.33% | 35,950 | 35,950 | — | $193.59万 | 新建仓 |
| MSFT | MICROSOFT CORP | $233.78万 | 0.40% | 6,267 | -109 | -1.7% | -$4.07万 | 减仓 |
| IWD | ISHARES TR | $241.94万 | 0.41% | 9,980 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $301.83万 | 0.51% | 12,664 | -307 | -2.4% | -$7.32万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $383.94万 | 0.65% | 86,551 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $419.77万 | 0.71% | 5,605 | -348 | -5.8% | -$26.06万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $529.68万 | 0.90% | 218,333 | -10,000 | -4.4% | -$24.26万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $790.89万 | 1.35% | 82,017 | -373 | -0.5% | -$3.60万 | 减仓 |
| MINT | PIMCO ETF TR | $826.35万 | 1.41% | 81,971 | 2,268 | 2.8% | $22.86万 | 加仓 |
| AAPL | APPLE INC | $1,049.68万 | 1.79% | 36,276 | -1,232 | -3.3% | -$35.65万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $1,132.71万 | 1.93% | 57,957 | -276 | -0.5% | -$5.39万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $1,193.96万 | 2.03% | 41,503 | -198 | -0.5% | -$5.70万 | 减仓 |
| IWP | ISHARES TR | $1,225.82万 | 2.09% | 83,725 | 308 | 0.4% | $4.51万 | 加仓 |
| IWS | ISHARES TR | $1,234.16万 | 2.10% | 74,979 | -236 | -0.3% | -$3.88万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $1,476.19万 | 2.51% | 652,028 | 19,857 | 3.1% | $44.96万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,692.51万 | 2.88% | 283,550 | 739 | 0.3% | $4.41万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $3,181.39万 | 5.42% | 1,290,103 | 55,357 | 4.5% | $136.51万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,162.25万 | 7.09% | 914,982 | 19,617 | 2.2% | $89.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,795.63万 | 13.27% | 1,094,124 | 59 | 0.0% | $4,204 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $7,968.57万 | 13.57% | 749,559 | -417 | -0.1% | -$4.43万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $8,373.96万 | 14.26% | 655,188 | 390 | 0.1% | $4.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.06亿 | 18.04% | 154,260 | -271 | -0.2% | -$18.61万 | 减仓 |