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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $29.86万 | 0.01% | 3,210 | -260 | -7.5% | -$2.42万 | 减仓 |
| DINO | HF SINCLAIR CORP | $29.91万 | 0.01% | 4,794 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SERIES TRUST | $29.95万 | 0.01% | 1,682 | 1 | 0.1% | $178 | 加仓 |
| CRWV | COREWEAVE INC | $30.01万 | 0.01% | 3,874 | 3,874 | — | $30.01万 | 新建仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $30.11万 | 0.01% | 20,317 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $30.15万 | 0.01% | 6,932 | -28 | -0.4% | -$1,218 | 减仓 |
| NPCE | NEUROPACE INC | $30.18万 | 0.01% | 22,950 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $30.22万 | 0.01% | 11,498 | 11,498 | — | $30.22万 | 新建仓 |
| IWV | ISHARES TR | $30.39万 | 0.01% | 820 | -2 | -0.2% | -$741 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $30.44万 | 0.01% | 5,541 | -423 | -7.1% | -$2.32万 | 减仓 |
| SUSB | ISHARES TR | $30.53万 | 0.01% | 12,182 | 443 | 3.8% | $1.11万 | 加仓 |
| — | GLOBAL X FDS | $30.56万 | 0.01% | 1,419 | 1,419 | — | $30.56万 | 新建仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $30.61万 | 0.01% | 7,198 | 7,198 | — | $30.61万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $30.71万 | 0.01% | 3,142 | 3,142 | — | $30.71万 | 新建仓 |
| IREN | IREN LIMITED | $30.72万 | 0.01% | 8,962 | 3,443 | 62.4% | $11.80万 | 加仓 |
| VCR | VANGUARD WORLD FD | $30.78万 | 0.01% | 857 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $30.81万 | 0.01% | 1,481 | -193 | -11.5% | -$4.02万 | 减仓 |
| EES | WISDOMTREE TR | $30.99万 | 0.01% | 5,339 | 5,339 | — | $30.99万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $31.03万 | 0.01% | 4,981 | 4,981 | — | $31.03万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $31.08万 | 0.01% | 8,770 | -1,560 | -15.1% | -$5.53万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $31.21万 | 0.01% | 3,061 | 624 | 25.6% | $6.36万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $31.22万 | 0.01% | 2,834 | -29 | -1.0% | -$3,194 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $31.48万 | 0.01% | 1,618 | -58 | -3.5% | -$1.13万 | 减仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $31.68万 | 0.01% | 6,120 | 6,120 | — | $31.68万 | 新建仓 |
| NTR | NUTRIEN LTD | $31.75万 | 0.01% | 4,207 | 506 | 13.7% | $3.82万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $31.78万 | 0.01% | 5,133 | -35 | -0.7% | -$2,167 | 减仓 |
| — | STRATEGY SHS | $31.90万 | 0.01% | 14,608 | 3 | 0.0% | $66 | 加仓 |
| ZTS | ZOETIS INC | $32.08万 | 0.01% | 2,714 | 2,714 | — | $32.08万 | 新建仓 |
| ZROZ | PIMCO ETF TR | $32.10万 | 0.01% | 5,015 | -80,200 | -94.1% | -$513.36万 | 减仓 |
| GCOW | PACER FDS TR | $32.20万 | 0.01% | 6,964 | 967 | 16.1% | $4.47万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $32.26万 | 0.01% | 5,225 | -273 | -5.0% | -$1.69万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $32.36万 | 0.01% | 36,000 | 36,000 | — | $32.36万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $32.47万 | 0.01% | 6,370 | 1,305 | 25.8% | $6.65万 | 加仓 |
| SDIV | GLOBAL X FDS | $32.57万 | 0.01% | 12,895 | 1,056 | 8.9% | $2.67万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $32.64万 | 0.01% | 1,507 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $32.77万 | 0.01% | 4,503 | 730 | 19.3% | $5.31万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $32.88万 | 0.01% | 559 | 27 | 5.1% | $1.59万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.93万 | 0.01% | 1,185 | 461 | 63.7% | $12.81万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $33.02万 | 0.01% | 3,144 | -47,254 | -93.8% | -$496.31万 | 减仓 |
| RY | ROYAL BK CDA | $33.11万 | 0.01% | 2,046 | 294 | 16.8% | $4.76万 | 加仓 |
| ARTY | ISHARES TR | $33.25万 | 0.01% | 7,145 | 2,536 | 55.0% | $11.80万 | 加仓 |
| MCO | MOODYS CORP | $33.30万 | 0.01% | 763 | -62 | -7.5% | -$2.71万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $33.65万 | 0.01% | 5,975 | 674 | 12.7% | $3.80万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $33.66万 | 0.01% | 2,804 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $33.73万 | 0.01% | 7,807 | 691 | 9.7% | $2.99万 | 加仓 |
| LQD | ISHARES TR | $34.04万 | 0.01% | 3,123 | 503 | 19.2% | $5.48万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $34.14万 | 0.01% | 4,852 | -54 | -1.1% | -$3,800 | 减仓 |
| MET | METLIFE INC | $34.40万 | 0.01% | 4,864 | 3 | 0.1% | $212 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $34.40万 | 0.01% | 4,720 | 4,720 | — | $34.40万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $34.43万 | 0.01% | 7,325 | 7,325 | — | $34.43万 | 新建仓 |
| IDEV | ISHARES TR | $34.45万 | 0.01% | 4,122 | 4,122 | — | $34.45万 | 新建仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $34.52万 | 0.01% | 26,234 | -1,759 | -6.3% | -$2.31万 | 减仓 |
| — | ISHARES ETHEREUM TR | $34.56万 | 0.01% | 21,834 | 10,936 | 100.3% | $17.31万 | 加仓 |
| WPC | WP CAREY INC | $34.70万 | 0.01% | 5,106 | 12 | 0.2% | $816 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $34.79万 | 0.01% | 3,005 | -115 | -3.7% | -$1.33万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $34.89万 | 0.01% | 2,119 | 2,119 | — | $34.89万 | 新建仓 |
| TLT | ISHARES TR | $34.96万 | 0.01% | 4,033 | -147 | -3.5% | -$1.27万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $35.12万 | 0.01% | 29,118 | -1,253 | -4.1% | -$1.51万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $35.15万 | 0.01% | 7,565 | 1,016 | 15.5% | $4.72万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $35.22万 | 0.01% | 2,797 | 285 | 11.3% | $3.59万 | 加仓 |
| VVR | INVESCO SR INCOME TR | $35.28万 | 0.01% | 109,581 | 109,581 | — | $35.28万 | 新建仓 |
| IJJ | ISHARES TR | $35.30万 | 0.01% | 2,664 | -13 | -0.5% | -$1,722 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $35.32万 | 0.01% | 7,652 | -190 | -2.4% | -$8,770 | 减仓 |
| USHY | ISHARES TR | $35.45万 | 0.01% | 9,624 | -9,747 | -50.3% | -$35.91万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $35.52万 | 0.01% | 14,917 | -159 | -1.1% | -$3,786 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $35.77万 | 0.01% | 8,667 | 8,667 | — | $35.77万 | 新建仓 |
| DVYE | ISHARES INC | $35.82万 | 0.01% | 10,419 | 1,006 | 10.7% | $3.46万 | 加仓 |
| STIP | ISHARES TR | $35.99万 | 0.01% | 3,480 | -7,156 | -67.3% | -$74.01万 | 减仓 |
| SUB | ISHARES TR | $35.99万 | 0.01% | 3,379 | 281 | 9.1% | $2.99万 | 加仓 |
| ACWV | ISHARES INC | $36.06万 | 0.01% | 3,017 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $36.12万 | 0.01% | 2,647 | -11 | -0.4% | -$1,501 | 减仓 |
| DDWM | WISDOMTREE TR | $36.31万 | 0.01% | 8,232 | 8,232 | — | $36.31万 | 新建仓 |
| NFLT | ETFIS SER TR I | $36.35万 | 0.01% | 15,980 | -1,396 | -8.0% | -$3.18万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $36.38万 | 0.01% | 4,036 | -29 | -0.7% | -$2,614 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $36.48万 | 0.01% | 6,041 | -6 | -0.1% | -$362 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $36.57万 | 0.01% | 1,460 | 29 | 2.0% | $7,265 | 加仓 |
| NULV | NUSHARES ETF TR | $36.75万 | 0.01% | 8,077 | 424 | 5.5% | $1.93万 | 加仓 |
| IVLU | ISHARES TR | $36.76万 | 0.01% | 9,265 | 195 | 2.1% | $7,738 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $36.79万 | 0.01% | 9,723 | 1,288 | 15.3% | $4.87万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $36.81万 | 0.01% | 5,171 | -69 | -1.3% | -$4,911 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $37.02万 | 0.01% | 2,256 | -25 | -1.1% | -$4,103 | 减仓 |
| WMT | WALMART INC 看跌期权 | $37.28万 | 0.01% | 3,000 | 3,000 | — | $37.28万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $37.33万 | 0.01% | 9,436 | 69 | 0.7% | $2,729 | 加仓 |
| SJNK | SPDR SERIES TRUST | $37.74万 | 0.01% | 15,107 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $37.75万 | 0.01% | 889 | -90 | -9.2% | -$3.82万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $37.93万 | 0.01% | 10,483 | 10,483 | — | $37.93万 | 新建仓 |
| ESML | ISHARES TR | $38.02万 | 0.01% | 8,085 | 170 | 2.1% | $7,993 | 加仓 |
| MKL | MARKEL GROUP INC | $38.09万 | 0.01% | 199 | 199 | — | $38.09万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.20万 | 0.01% | 1,368 | 22 | 1.6% | $6,143 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $38.22万 | 0.01% | 5,130 | 3 | 0.1% | $224 | 加仓 |
| XT | ISHARES TR | $38.23万 | 0.01% | 5,610 | 587 | 11.7% | $4.00万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $38.38万 | 0.01% | 6,647 | 6,647 | — | $38.38万 | 新建仓 |
| BALL | BALL CORP | $38.61万 | 0.01% | 6,532 | -220 | -3.3% | -$1.30万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $38.64万 | 0.01% | 10,884 | 10,884 | — | $38.64万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $38.67万 | 0.01% | 4,201 | 4,201 | — | $38.67万 | 新建仓 |
| SLB | SLB LIMITED | $38.77万 | 0.01% | 7,544 | 990 | 15.1% | $5.09万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $38.81万 | 0.01% | 4,496 | 4,496 | — | $38.81万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $38.84万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $39.00万 | 0.01% | 9,560 | -278 | -2.8% | -$1.13万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $39.14万 | 0.01% | 18,213 | 890 | 5.1% | $1.91万 | 加仓 |