Western Wealth Management, LLC
GOLDEN CO · SEC CIK 0001767902
$30.59亿2026Q2 申报市值
1,006持仓数
21.3%前十大占比 · 第一大 3.4%
93 / 52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
QGRW 加仓+$1,378.90万
SPTM 加仓+$900.55万
FTSM 加仓+$704.09万
DYNF 加仓+$648.60万
AVUV 加仓+$629.74万
2026Q2 卖出最多 按季末市值估算
QQQM 减仓-$1,835.81万
EVTR 减仓-$1,142.77万
DGRW 减仓-$879.64万
RWL 减仓-$596.81万
SPYV 减仓-$557.32万
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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR | $400.17万 | 0.13% | 6,245 | 405 | 6.9% | $25.95万 | 加仓 |
| SHY | ISHARES 1-3YR | $400.43万 | 0.13% | 48,768 | 6,353 | 15.0% | $52.16万 | 加仓 |
| IVE | ISHARES TR | $401.39万 | 0.13% | 17,678 | -711 | -3.9% | -$16.14万 | 减仓 |
| IXN | ISHARES GLOBAL | $404.34万 | 0.13% | 27,986 | 248 | 0.9% | $3.58万 | 加仓 |
| AGG | ISHARES CORE | $405.63万 | 0.13% | 40,981 | -1,599 | -3.8% | -$15.83万 | 减仓 |
| MRK | MERCK & COMPANY | $406.86万 | 0.13% | 31,663 | -315 | -1.0% | -$4.05万 | 减仓 |
| FMBH | FIRST MID | $408.59万 | 0.13% | 84,964 | 0 | 0.0% | — | 不变 |
| SPMB | STATE STREET | $409.19万 | 0.13% | 183,412 | -5,849 | -3.1% | -$13.05万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $412.59万 | 0.13% | 86,479 | 1,973 | 2.3% | $9.41万 | 加仓 |
| SILJ | AMPLIFY JUNIOR | $412.85万 | 0.13% | 159,279 | 33,447 | 26.6% | $86.69万 | 加仓 |
| FPE | FIRST TRUST | $418.64万 | 0.14% | 234,136 | -15,721 | -6.3% | -$28.11万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $419.63万 | 0.14% | 9,684 | -407 | -4.0% | -$17.64万 | 减仓 |
| CLOI | VANECK ETF TRUST | $423.49万 | 0.14% | 79,979 | 18,503 | 30.1% | $97.97万 | 加仓 |
| IUSG | ISHARES TR | $423.55万 | 0.14% | 22,519 | -5 | -0.0% | -$940 | 减仓 |
| IYW | ISHARES TR | $423.73万 | 0.14% | 16,799 | -376 | -2.2% | -$9.48万 | 减仓 |
| FYX | FIRST TRUST | $427.07万 | 0.14% | 29,597 | 83 | 0.3% | $1.20万 | 加仓 |
| ISRG | INTUITIVE SURGICAL | $431.37万 | 0.14% | 10,847 | 1,027 | 10.5% | $40.84万 | 加仓 |
| IAU | ISHARES GOLD | $439.73万 | 0.14% | 58,235 | -4,854 | -7.7% | -$36.65万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE | $449.02万 | 0.15% | 48,758 | -5,834 | -10.7% | -$53.73万 | 减仓 |
| — | AAM S&P | $450.95万 | 0.15% | 117,014 | 28,556 | 32.3% | $110.05万 | 加仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $451.74万 | 0.15% | 218,599 | 84,473 | 63.0% | $174.56万 | 加仓 |
| SCHP | SCHWAB US | $452.98万 | 0.15% | 170,937 | 26,480 | 18.3% | $70.17万 | 加仓 |
| PULS | PGIM ULTRA | $454.67万 | 0.15% | 91,759 | 13,759 | 17.6% | $68.18万 | 加仓 |
| JAVA | JPMORGAN ACTIVE | $456.19万 | 0.15% | 57,447 | -3,603 | -5.9% | -$28.61万 | 减仓 |
| TMFC | MOTLEY FOOL | $462.09万 | 0.15% | 60,673 | 2,120 | 3.6% | $16.15万 | 加仓 |
| DIA | STATE STREET | $472.17万 | 0.15% | 9,039 | -170 | -1.8% | -$8.88万 | 减仓 |
| ARTY | ISHARES FUTURE | $483.44万 | 0.16% | 63,477 | 56,332 | 788.4% | $429.03万 | 加仓 |
| CVX | CHEVRON CORP | $484.33万 | 0.16% | 29,219 | 84 | 0.3% | $1.39万 | 加仓 |
| JQUA | JPMORGAN US | $484.81万 | 0.16% | 67,073 | 69 | 0.1% | $4,987 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL | $487.51万 | 0.16% | 156,756 | 35,119 | 28.9% | $109.22万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $487.80万 | 0.16% | 11,736 | -2,033 | -14.8% | -$84.50万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $488.60万 | 0.16% | 115,400 | 1,681 | 1.5% | $7.12万 | 加仓 |
| USFR | WISDOMTREE FLOATING | $489.04万 | 0.16% | 97,129 | 11,529 | 13.5% | $58.05万 | 加仓 |
| FVD | FIRST TRUST | $490.81万 | 0.16% | 101,870 | -6,314 | -5.8% | -$30.42万 | 减仓 |
| IWM | ISHARES RUSSELL | $516.74万 | 0.17% | 17,199 | 230 | 1.4% | $6.91万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $523.46万 | 0.17% | 92,680 | -3,998 | -4.1% | -$22.58万 | 减仓 |
| BLK | BLACKROCK FDG | $525.29万 | 0.17% | 5,463 | 252 | 4.8% | $24.23万 | 加仓 |
| ETN | EATON CORP | $526.10万 | 0.17% | 12,346 | 671 | 5.7% | $28.59万 | 加仓 |
| QTUM | DEFIANCE QUANTUM | $535.96万 | 0.18% | 32,408 | 2,277 | 7.6% | $37.66万 | 加仓 |
| PYLD | PIMCO ENHANCED | $544.31万 | 0.18% | 205,245 | 32,062 | 18.5% | $85.03万 | 加仓 |
| CGUS | CAPITAL GROUP | $545.99万 | 0.18% | 122,750 | -32,143 | -20.8% | -$142.97万 | 减仓 |
| BAC | BANK AMERICA | $546.51万 | 0.18% | 95,913 | -1,419 | -1.5% | -$8.09万 | 减仓 |
| ITA | ISHARES AEROSPACE | $548.96万 | 0.18% | 22,645 | -4,215 | -15.7% | -$102.18万 | 减仓 |
| XLE | STATE STREET | $567.86万 | 0.19% | 106,921 | -9,251 | -8.0% | -$49.13万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES | $568.01万 | 0.19% | 48,685 | -8,116 | -14.3% | -$94.69万 | 减仓 |
| KO | COCA COLA COMPANY | $569.02万 | 0.19% | 70,016 | -176 | -0.3% | -$1.43万 | 减仓 |
| FNX | FIRST TRUST | $569.34万 | 0.19% | 38,903 | 1,210 | 3.2% | $17.71万 | 加仓 |
| NFLX | NETFLIX INC | $570.65万 | 0.19% | 79,923 | 4,998 | 6.7% | $35.69万 | 加仓 |
| DGRO | ISHARES CORE | $584.59万 | 0.19% | 77,133 | 4,183 | 5.7% | $31.70万 | 加仓 |
| MCD | MCDONALDS CORP | $585.06万 | 0.19% | 21,643 | -64 | -0.3% | -$1.73万 | 减仓 |
| AOM | ISHARES CORE | $587.52万 | 0.19% | 117,762 | 22,491 | 23.6% | $112.21万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $587.94万 | 0.19% | 133,532 | 30,735 | 29.9% | $135.33万 | 加仓 |
| PANW | PALO ALTO | $597.00万 | 0.20% | 17,506 | -2,948 | -14.4% | -$100.53万 | 减仓 |
| RECS | COLUMBIA RESEARCH | $599.36万 | 0.20% | 138,485 | 1,679 | 1.2% | $7.27万 | 加仓 |
| SCHG | SCHWAB US | $599.42万 | 0.20% | 177,133 | -77,790 | -30.5% | -$263.24万 | 减仓 |
| SCHD | SCHWAB US | $601.71万 | 0.20% | 189,755 | -11,317 | -5.6% | -$35.89万 | 减仓 |
| SPTI | STATE STREET | $608.99万 | 0.20% | 214,507 | 8,579 | 4.2% | $24.36万 | 加仓 |
| SPHQ | INVESCO S&P | $620.64万 | 0.20% | 68,884 | -157 | -0.2% | -$1.41万 | 减仓 |
| FEGE | FIRST EAGLE | $634.49万 | 0.21% | 129,699 | 76,164 | 142.3% | $372.59万 | 加仓 |
| MTUM | ISHARES MSCI | $634.53万 | 0.21% | 18,509 | 246 | 1.3% | $8.43万 | 加仓 |
| PG | PROCTER & GAMBLE | $635.83万 | 0.21% | 43,360 | -1,277 | -2.9% | -$18.73万 | 减仓 |
| — | DIMENSIONAL US | $639.68万 | 0.21% | 144,201 | 88 | 0.1% | $3,904 | 加仓 |
| MA | MASTERCARD INCORPORATED | $644.41万 | 0.21% | 12,547 | -69 | -0.5% | -$3.54万 | 减仓 |
| MU | MICRON TECHNOLOGY | $671.39万 | 0.22% | 5,817 | 611 | 11.7% | $70.52万 | 加仓 |
| USMV | ISHARES MSCI | $675.61万 | 0.22% | 70,041 | -5,064 | -6.7% | -$48.85万 | 减仓 |
| JBND | JPMORGAN ACTIVE | $676.35万 | 0.22% | 126,420 | 75,987 | 150.7% | $406.53万 | 加仓 |
| GEV | GE VERNOVA | $685.97万 | 0.22% | 5,839 | 224 | 4.0% | $26.32万 | 加仓 |
| CGCV | CAPITAL GROUP | $694.61万 | 0.23% | 211,642 | 187,096 | 762.2% | $614.05万 | 加仓 |
| BAI | ISHARES A I | $694.90万 | 0.23% | 131,810 | 33,221 | 33.7% | $175.14万 | 加仓 |
| SCHX | SCHWAB US | $702.58万 | 0.23% | 238,728 | -10,312 | -4.1% | -$30.35万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $708.10万 | 0.23% | 38,228 | -4,589 | -10.7% | -$85.00万 | 减仓 |
| IEMG | ISHARES CORE | $710.34万 | 0.23% | 85,748 | 1,622 | 1.9% | $13.44万 | 加仓 |
| QCOM | QUALCOMM INC | $722.08万 | 0.24% | 39,076 | 975 | 2.6% | $18.02万 | 加仓 |
| SPIB | STATE STREET | $722.96万 | 0.24% | 216,066 | 26,632 | 14.1% | $89.11万 | 加仓 |
| GE | GE AEROSPACE | $751.09万 | 0.25% | 20,097 | 506 | 2.6% | $18.91万 | 加仓 |
| TRFK | PACER DATA | $756.87万 | 0.25% | 70,934 | 9,676 | 15.8% | $103.24万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $760.04万 | 0.25% | 47,904 | -8,430 | -15.0% | -$133.75万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $761.54万 | 0.25% | 9,979 | 44 | 0.4% | $3.36万 | 加仓 |
| GLW | CORNING INC | $764.68万 | 0.25% | 29,937 | -292 | -1.0% | -$7.46万 | 减仓 |
| WTV | WISDOMTREE U S | $782.65万 | 0.26% | 76,942 | 28,153 | 57.7% | $286.37万 | 加仓 |
| SPEM | STATE STREET | $797.14万 | 0.26% | 153,947 | 17,203 | 12.6% | $89.08万 | 加仓 |
| AIRR | FIRST TRUST | $806.24万 | 0.26% | 60,506 | 4,913 | 8.8% | $65.47万 | 加仓 |
| HD | HOME DEPOT | $810.36万 | 0.26% | 22,977 | -127 | -0.5% | -$4.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $814.30万 | 0.27% | 32,063 | 508 | 1.6% | $12.90万 | 加仓 |
| IJR | ISHARES CORE | $820.86万 | 0.27% | 55,348 | 9,023 | 19.5% | $133.82万 | 加仓 |
| CAT | CATERPILLAR INC | $826.40万 | 0.27% | 7,760 | 394 | 5.3% | $41.96万 | 加仓 |
| IEFA | ISHARES CORE | $831.04万 | 0.27% | 86,047 | 14,278 | 19.9% | $137.90万 | 加仓 |
| FLRT | PACER ARISTOTOLE | $841.11万 | 0.27% | 180,380 | 27,623 | 18.1% | $128.81万 | 加仓 |
| CSCO | CISCO SYSTEMS | $848.98万 | 0.28% | 72,278 | -4,094 | -5.4% | -$48.09万 | 减仓 |
| QUAL | ISHARES MSCI | $850.23万 | 0.28% | 38,747 | -3,482 | -8.2% | -$76.41万 | 减仓 |
| TBIL | RBB FD INC | $855.90万 | 0.28% | 171,661 | -13,522 | -7.3% | -$67.42万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $856.17万 | 0.28% | 125,889 | 95,369 | 312.5% | $648.60万 | 加仓 |
| BIL | SPDR SERIES TRUST | $856.50万 | 0.28% | 93,464 | -4,798 | -4.9% | -$43.97万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $867.55万 | 0.28% | 87,995 | -8,148 | -8.5% | -$80.33万 | 减仓 |
| AVUV | AVANTIS U S | $877.80万 | 0.29% | 70,359 | 50,476 | 253.9% | $629.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $883.22万 | 0.29% | 40,527 | 221 | 0.5% | $4.82万 | 加仓 |
| AOA | ISHARES CORE | $884.49万 | 0.29% | 90,624 | 5,589 | 6.6% | $54.55万 | 加仓 |
| FTCS | FIRST TRUST | $890.01万 | 0.29% | 94,763 | -16,234 | -14.6% | -$152.47万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $938.16万 | 0.31% | 174,997 | 7,726 | 4.6% | $41.42万 | 加仓 |
| ABBV | ABBVIE INC | $942.15万 | 0.31% | 37,440 | 625 | 1.7% | $15.73万 | 加仓 |