Western Wealth Management, LLC
GOLDEN CO · SEC CIK 0001767902
$26.39亿2026Q1 申报市值
956持仓数
21.8%前十大占比 · 第一大 3.4%
161 / 32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
AAPL 加仓+$2,172.03万
NVDA 加仓+$1,701.04万
BRK/A 加仓+$1,296.24万
TBIL 新建仓+$923.32万
MSFT 加仓+$846.77万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$566.52万
IDMO 减仓-$523.91万
ZROZ 减仓-$513.36万
QGRO 减仓-$496.31万
MINT 减仓-$274.02万
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 |
|---|---|---|---|---|---|---|---|---|
| AMP | AMERIPRISE FINL INC | $21.43万 | 0.01% | 482 | -8 | -1.6% | -$3,557 | 减仓 |
| XYZ | BLOCK INC | $21.45万 | 0.01% | 3,565 | -110 | -3.0% | -$6,620 | 减仓 |
| DXCM | DEXCOM INC | $21.47万 | 0.01% | 3,419 | -125 | -3.5% | -$7,850 | 减仓 |
| JSML | JANUS DETROIT STR TR | $21.50万 | 0.01% | 3,070 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $21.52万 | 0.01% | 4,375 | 25 | 0.6% | $1,230 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $21.54万 | 0.01% | 1,407 | 17 | 1.2% | $2,603 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $21.55万 | 0.01% | 4,767 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $21.69万 | 0.01% | 1,183 | -71 | -5.7% | -$1.30万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $21.69万 | 0.01% | 3,688 | 3,688 | — | $21.69万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $21.95万 | 0.01% | 420 | 7 | 1.7% | $3,659 | 加仓 |
| TFLO | ISHARES TR | $21.96万 | 0.01% | 4,338 | 36 | 0.8% | $1,823 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $21.98万 | 0.01% | 3,034 | 195 | 6.9% | $1.41万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $22.06万 | 0.01% | 7,552 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $22.15万 | 0.01% | 27,140 | 5,610 | 26.1% | $4.58万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $22.24万 | 0.01% | 2,809 | 78 | 2.9% | $6,175 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $22.30万 | 0.01% | 5,690 | 1,498 | 35.7% | $5.87万 | 加仓 |
| LOWV | AB ACTIVE ETFS INC | $22.31万 | 0.01% | 3,020 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $22.38万 | 0.01% | 3,929 | -106 | -2.6% | -$6,037 | 减仓 |
| SGOV | ISHARES TR | $22.65万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| RODM | LATTICE STRATEGIES TR | $22.66万 | 0.01% | 5,749 | 5,749 | — | $22.66万 | 新建仓 |
| TDVG | T ROWE PRICE ETF INC | $22.71万 | 0.01% | 5,089 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $22.72万 | 0.01% | 4,650 | 26 | 0.6% | $1,270 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $22.76万 | 0.01% | 1,708 | 1 | 0.1% | $133 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $22.89万 | 0.01% | 7,641 | 103 | 1.4% | $3,085 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $22.91万 | 0.01% | 3,545 | 3,545 | — | $22.91万 | 新建仓 |
| OGE | OGE ENERGY CORP | $22.97万 | 0.01% | 4,790 | -332 | -6.5% | -$1.59万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $23.05万 | 0.01% | 13,308 | -1,656 | -11.1% | -$2.87万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.16万 | 0.01% | 4,779 | 4,779 | — | $23.16万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.17万 | 0.01% | 3,710 | 3,710 | — | $23.17万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $23.17万 | 0.01% | 6,490 | 6,490 | — | $23.17万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $23.55万 | 0.01% | 4,006 | -18 | -0.4% | -$1,058 | 减仓 |
| MDYV | SPDR SERIES TRUST | $23.59万 | 0.01% | 2,771 | -14 | -0.5% | -$1,192 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $23.60万 | 0.01% | 3,449 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $23.62万 | 0.01% | 6,151 | 6,151 | — | $23.62万 | 新建仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $23.67万 | 0.01% | 10,313 | 10,313 | — | $23.67万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $23.78万 | 0.01% | 15,127 | 15,127 | — | $23.78万 | 新建仓 |
| IQLT | ISHARES TR | $23.89万 | 0.01% | 5,167 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $23.90万 | 0.01% | 2,477 | -47 | -1.9% | -$4,535 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $24.02万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $24.05万 | 0.01% | 766 | -26 | -3.3% | -$8,163 | 减仓 |
| AOR | ISHARES TR | $24.14万 | 0.01% | 3,752 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $24.22万 | 0.01% | 860 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $24.26万 | 0.01% | 1,848 | 21 | 1.1% | $2,756 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $24.38万 | 0.01% | 28,416 | 28,416 | — | $24.38万 | 新建仓 |
| — | ALPS ETF TR | $24.82万 | 0.01% | 5,735 | 377 | 7.0% | $1.63万 | 加仓 |
| EAGG | ISHARES TR | $24.82万 | 0.01% | 5,221 | 19 | 0.4% | $903 | 加仓 |
| DIVO | AMPLIFY ETF TR | $24.84万 | 0.01% | 5,538 | -194 | -3.4% | -$8,700 | 减仓 |
| — | COLUMBIA ETF TR II | $24.84万 | 0.01% | 4,519 | -117 | -2.5% | -$6,431 | 减仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $24.93万 | 0.01% | 6,068 | 6,068 | — | $24.93万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $24.96万 | 0.01% | 60,579 | 11,822 | 24.2% | $4.87万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $25.04万 | 0.01% | 1,852 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $25.23万 | 0.01% | 3,513 | -227 | -6.1% | -$1.63万 | 减仓 |
| IYF | ISHARES TR | $25.26万 | 0.01% | 2,147 | 46 | 2.2% | $5,412 | 加仓 |
| STT | STATE STR CORP | $25.33万 | 0.01% | 2,001 | 60 | 3.1% | $7,594 | 加仓 |
| EWY | ISHARES INC | $25.36万 | 0.01% | 2,062 | 2,062 | — | $25.36万 | 新建仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $25.47万 | 0.01% | 2,006 | 515 | 34.5% | $6.54万 | 重新持有 |
| DIV | GLOBAL X FDS | $25.50万 | 0.01% | 13,491 | 13,491 | — | $25.50万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $25.82万 | 0.01% | 3,040 | 240 | 8.6% | $2.04万 | 加仓 |
| — | WISDOMTREE TR | $25.97万 | 0.01% | 10,266 | 10,266 | — | $25.97万 | 新建仓 |
| ISCF | ISHARES TR | $26.05万 | 0.01% | 6,233 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $26.25万 | 0.01% | 4,088 | 180 | 4.6% | $1.16万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $26.26万 | 0.01% | 11,100 | -3,500 | -24.0% | -$8.28万 | 减仓 |
| IYT | ISHARES TR | $26.30万 | 0.01% | 3,526 | 3,526 | — | $26.30万 | 新建仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $26.46万 | 0.01% | 11,200 | -5,200 | -31.7% | -$12.29万 | 减仓 |
| BBDC | BARINGS BDC INC | $26.54万 | 0.01% | 32,251 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $26.78万 | 0.01% | 5,805 | -1,310 | -18.4% | -$6.04万 | 减仓 |
| SUSC | ISHARES TR | $26.79万 | 0.01% | 11,579 | 64 | 0.6% | $1,481 | 加仓 |
| AGGY | WISDOMTREE TR | $27.01万 | 0.01% | 6,215 | 4 | 0.1% | $174 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $27.08万 | 0.01% | 4,861 | 4,861 | — | $27.08万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $27.12万 | 0.01% | 5,335 | 110 | 2.1% | $5,592 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $27.34万 | 0.01% | 9,285 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $27.57万 | 0.01% | 1,633 | 168 | 11.5% | $2.84万 | 加仓 |
| IHAK | ISHARES TR | $27.60万 | 0.01% | 6,324 | 913 | 16.9% | $3.99万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $27.62万 | 0.01% | 2,015 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $27.65万 | 0.01% | 3,461 | 335 | 10.7% | $2.68万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $27.83万 | 0.01% | 7,373 | 0 | 0.0% | — | 不变 |
| GSUS | GOLDMAN SACHS ETF TR | $27.92万 | 0.01% | 3,116 | -15 | -0.5% | -$1,344 | 减仓 |
| CW | CURTISS WRIGHT CORP | $27.93万 | 0.01% | 410 | 410 | — | $27.93万 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $27.99万 | 0.01% | 11,287 | 11,287 | — | $27.99万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $28.04万 | 0.01% | 6,309 | 6,309 | — | $28.04万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $28.22万 | 0.01% | 4,999 | 15 | 0.3% | $847 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $28.25万 | 0.01% | 14,183 | 771 | 5.7% | $1.54万 | 加仓 |
| O | REALTY INCOME CORP | $28.45万 | 0.01% | 4,650 | 113 | 2.5% | $6,914 | 加仓 |
| GNRC | GENERAC HLDGS INC | $28.48万 | 0.01% | 1,458 | 1,458 | — | $28.48万 | 新建仓 |
| IXJ | ISHARES TR | $28.50万 | 0.01% | 3,047 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $28.52万 | 0.01% | 1,446 | 1,446 | — | $28.52万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $28.57万 | 0.01% | 1,119 | -58 | -4.9% | -$1.48万 | 减仓 |
| WTAI | WISDOMTREE TR | $28.76万 | 0.01% | 10,187 | -793 | -7.2% | -$2.24万 | 减仓 |
| NU | NU HLDGS LTD | $28.87万 | 0.01% | 20,090 | -6,025 | -23.1% | -$8.66万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $29.26万 | 0.01% | 2,820 | 2,820 | — | $29.26万 | 新建仓 |
| TER | TERADYNE INC | $29.29万 | 0.01% | 988 | 988 | — | $29.29万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $29.39万 | 0.01% | 15,283 | 15,283 | — | $29.39万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $29.45万 | 0.01% | 3,156 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $29.47万 | 0.01% | 1,639 | 1 | 0.1% | $180 | 加仓 |
| XOP | SPDR SERIES TRUST | $29.55万 | 0.01% | 1,625 | -4 | -0.2% | -$727 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $29.61万 | 0.01% | 7,537 | -585 | -7.2% | -$2.30万 | 减仓 |
| SAP | SAP SE | $29.61万 | 0.01% | 1,729 | -400 | -18.8% | -$6.85万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $29.63万 | 0.01% | 6,385 | 6,385 | — | $29.63万 | 新建仓 |
| TUSI | TOUCHSTONE ETF TRUST | $29.72万 | 0.01% | 11,736 | -15,367 | -56.7% | -$38.91万 | 减仓 |
| ECL | ECOLAB INC | $29.80万 | 0.01% | 1,120 | -40 | -3.4% | -$1.06万 | 减仓 |