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 |
|---|---|---|---|---|---|---|---|---|
| BBDC | BARINGS BDC | $27.20万 | 0.01% | 31,929 | -322 | -1.0% | -$2,743 | 减仓 |
| APP | APPLOVIN CORP | $27.26万 | 0.01% | 529 | 529 | — | $27.26万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $27.29万 | 0.01% | 6,084 | -225 | -3.6% | -$1.01万 | 减仓 |
| SFLO | VICTORYSHARES SMALL | $27.36万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $27.46万 | 0.01% | 1,448 | 2 | 0.1% | $379 | 加仓 |
| TWLO | TWILIO INC | $27.59万 | 0.01% | 1,337 | 1,337 | — | $27.59万 | 新建仓 |
| TLT | 20 YR TR BD ETF | $27.91万 | 0.01% | 3,229 | -804 | -19.9% | -$6.95万 | 减仓 |
| SHEL | SHELL PLC | $27.95万 | 0.01% | 3,604 | 394 | 12.3% | $3.06万 | 加仓 |
| NEAR | ISHARES SHORT | $28.00万 | 0.01% | 5,528 | 193 | 3.6% | $9,777 | 加仓 |
| VVR | INVESCO SR INCOME TR | $28.18万 | 0.01% | 93,935 | -15,646 | -14.3% | -$4.69万 | 减仓 |
| IWO | ISHARES RUSSELL | $28.22万 | 0.01% | 716 | -50 | -6.5% | -$1.97万 | 减仓 |
| ROBO | ROBO GLOBAL | $28.31万 | 0.01% | 3,305 | -144 | -4.2% | -$1.23万 | 减仓 |
| DT | DYNATRACE INC | $28.36万 | 0.01% | 6,458 | 6,458 | — | $28.36万 | 新建仓 |
| GUNR | FLEXSHARES TR | $28.44万 | 0.01% | 5,771 | 5,771 | — | $28.44万 | 新建仓 |
| SMDV | PROSHARES RUSSELL | $28.50万 | 0.01% | 3,700 | 693 | 23.0% | $5.34万 | 加仓 |
| JSML | JANUS DETROIT | $28.57万 | 0.01% | 3,070 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS | $28.71万 | 0.01% | 16,917 | -3,400 | -16.7% | -$5.77万 | 减仓 |
| IXJ | ISHARES GLOBAL | $28.94万 | 0.01% | 2,942 | -105 | -3.4% | -$1.03万 | 减仓 |
| O | REALTY INCOME | $28.95万 | 0.01% | 4,672 | 22 | 0.5% | $1,363 | 加仓 |
| WST | WEST PHARMACEUTICAL | $28.99万 | 0.01% | 808 | 0 | 0.0% | — | 不变 |
| UTES | VIRTUS REAVES | $29.10万 | 0.01% | 3,560 | 99 | 2.9% | $8,093 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $29.12万 | 0.01% | 12,589 | -7,365 | -36.9% | -$17.04万 | 减仓 |
| HIMS | HIMS & HERS | $29.44万 | 0.01% | 8,492 | 8,492 | — | $29.44万 | 新建仓 |
| SUSB | ISHARES TRUST | $29.49万 | 0.01% | 11,799 | -383 | -3.1% | -$9,571 | 减仓 |
| MELI | MERCADOLIBRE INC | $29.53万 | 0.01% | 174 | -170 | -49.4% | -$28.86万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $29.54万 | 0.01% | 15,142 | -141 | -0.9% | -$2,751 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $30.11万 | 0.01% | 3,917 | -284 | -6.8% | -$2.18万 | 减仓 |
| MNST | MONSTER BEVERAGE | $30.17万 | 0.01% | 3,139 | 105 | 3.5% | $1.01万 | 加仓 |
| DVYE | ISHARES EMERGING | $30.22万 | 0.01% | 9,375 | -1,044 | -10.0% | -$3.36万 | 减仓 |
| BSMQ | INVESCO BULLETSHARES | $30.28万 | 0.01% | 12,861 | 1,661 | 14.8% | $3.91万 | 加仓 |
| ISCF | ISHARES MSCI | $30.38万 | 0.01% | 7,018 | 785 | 12.6% | $3.40万 | 加仓 |
| LGLV | STATE STREET | $30.52万 | 0.01% | 1,682 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GROUP | $30.65万 | 0.01% | 11,618 | 120 | 1.0% | $3,166 | 加仓 |
| — | ISHARES ETHEREUM | $30.86万 | 0.01% | 25,958 | 4,124 | 18.9% | $4.90万 | 加仓 |
| ONEQ | FIDELITY NASDAQ | $30.97万 | 0.01% | 3,001 | -39 | -1.3% | -$4,025 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $31.11万 | 0.01% | 10,523 | -9,517 | -47.5% | -$28.13万 | 减仓 |
| ECL | ECOLAB INC | $31.22万 | 0.01% | 1,121 | 1 | 0.1% | $279 | 加仓 |
| FFOG | FRANKLIN FOCUSED | $31.26万 | 0.01% | 6,068 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL SUPERDIVIDEND | $31.65万 | 0.01% | 12,949 | 54 | 0.4% | $1,320 | 加仓 |
| SMLV | STATE STREET | $31.71万 | 0.01% | 2,015 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE | $31.86万 | 0.01% | 6,108 | -5,732 | -48.4% | -$29.89万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $31.88万 | 0.01% | 9,018 | -1,866 | -17.1% | -$6.60万 | 减仓 |
| FLQM | FRANKLIN US | $31.91万 | 0.01% | 5,513 | -28 | -0.5% | -$1,621 | 减仓 |
| — | PGIM HIGH | $31.92万 | 0.01% | 24,441 | -1,793 | -6.8% | -$2.34万 | 减仓 |
| QQEW | FIRST TRUST | $32.02万 | 0.01% | 2,006 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTL | $32.07万 | 0.01% | 7,741 | -4,784 | -38.2% | -$19.82万 | 减仓 |
| WEC | WEC ENERGY | $32.08万 | 0.01% | 2,747 | -258 | -8.6% | -$3.01万 | 减仓 |
| FFIN | FIRST FINANCIAL | $32.13万 | 0.01% | 9,285 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $32.23万 | 0.01% | 11,434 | -4,866 | -29.9% | -$13.72万 | 减仓 |
| UTG | REAVES UTILITY | $32.28万 | 0.01% | 7,927 | 390 | 5.2% | $1.59万 | 加仓 |
| PTY | PIMCO CORPORATE | $32.35万 | 0.01% | 26,893 | -2,225 | -7.6% | -$2.68万 | 减仓 |
| AVIV | AVANTIS INTL | $32.43万 | 0.01% | 4,189 | 4,189 | — | $32.43万 | 新建仓 |
| — | STRATEGY NASDAQ | $32.45万 | 0.01% | 14,207 | -401 | -2.7% | -$9,160 | 减仓 |
| SLB | SLB LTD | $32.50万 | 0.01% | 6,992 | -552 | -7.3% | -$2.57万 | 减仓 |
| EUSB | ISHARES ESG | $32.60万 | 0.01% | 7,504 | 572 | 8.3% | $2.49万 | 加仓 |
| FTQI | FIRST TRUST | $32.62万 | 0.01% | 14,769 | 586 | 4.1% | $1.29万 | 加仓 |
| NFLT | VIRTUS NEWFLEET | $32.69万 | 0.01% | 14,243 | -1,737 | -10.9% | -$3.99万 | 减仓 |
| IGPT | INVESCO NEXT | $32.69万 | 0.01% | 3,140 | 3,140 | — | $32.69万 | 新建仓 |
| USHY | ISHARES BROAD | $32.72万 | 0.01% | 8,840 | -784 | -8.1% | -$2.90万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $32.77万 | 0.01% | 7,198 | 0 | 0.0% | — | 不变 |
| GCOW | PACER GLOBAL | $32.84万 | 0.01% | 7,584 | 620 | 8.9% | $2.68万 | 加仓 |
| AJG | ARTHUR J | $32.99万 | 0.01% | 1,437 | -70 | -4.6% | -$1.61万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $33.19万 | 0.01% | 36,000 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE | $33.41万 | 0.01% | 5,220 | 49 | 0.9% | $3,136 | 加仓 |
| MCO | MOODYS CORP | $33.64万 | 0.01% | 743 | -20 | -2.6% | -$9,056 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY | $33.68万 | 0.01% | 1,771 | 138 | 8.5% | $2.62万 | 加仓 |
| STT | STATE STREET | $33.69万 | 0.01% | 1,987 | -14 | -0.7% | -$2,374 | 减仓 |
| WMB | WILLIAMS COS | $33.71万 | 0.01% | 4,535 | 32 | 0.7% | $2,379 | 加仓 |
| IWV | ISHARES RUSSELL | $33.85万 | 0.01% | 794 | -26 | -3.2% | -$1.11万 | 减仓 |
| LMUB | ISHARES LONG | $33.87万 | 0.01% | 6,612 | 6,612 | — | $33.87万 | 新建仓 |
| DG | DOLLAR GEN CORP | $33.91万 | 0.01% | 2,946 | -393 | -11.8% | -$4.52万 | 减仓 |
| AAL | AMERICAN AIRLINES | $33.92万 | 0.01% | 18,771 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER | $34.03万 | 0.01% | 858 | 1 | 0.1% | $397 | 加仓 |
| AVSC | AVANTIS U S | $34.15万 | 0.01% | 4,656 | -325 | -6.5% | -$2.38万 | 减仓 |
| — | VICTORYSHARES US | $34.29万 | 0.01% | 5,227 | 2 | 0.0% | $131 | 加仓 |
| AVEM | AVANTIS EMERGING | $34.62万 | 0.01% | 3,588 | 3,588 | — | $34.62万 | 新建仓 |
| IDEV | ISHARES TR | $34.73万 | 0.01% | 3,902 | -220 | -5.3% | -$1.96万 | 减仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $34.86万 | 0.01% | 5,939 | -181 | -3.0% | -$1.06万 | 减仓 |
| IVOV | VANGUARD S&P | $34.92万 | 0.01% | 3,061 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $35.02万 | 0.01% | 960 | 100 | 11.6% | $3.65万 | 加仓 |
| MLM | MARTIN MARIETTA | $35.21万 | 0.01% | 611 | 52 | 9.3% | $3.00万 | 加仓 |
| SGOV | ISHARES 0-3 | $35.28万 | 0.01% | 3,505 | 1,255 | 55.8% | $12.63万 | 加仓 |
| DINO | HF SINCLAIR | $35.34万 | 0.01% | 5,074 | 280 | 5.8% | $1.95万 | 加仓 |
| EVSM | EATON VANCE | $35.72万 | 0.01% | 7,100 | 7,100 | — | $35.72万 | 新建仓 |
| ONEY | STATE STREET | $35.92万 | 0.01% | 2,804 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB US | $35.96万 | 0.01% | 15,184 | -3,029 | -16.6% | -$7.17万 | 减仓 |
| DFIC | DIMENSIONAL INTL | $36.06万 | 0.01% | 9,679 | 9,679 | — | $36.06万 | 新建仓 |
| DFLV | DIMENSIONAL US | $36.07万 | 0.01% | 9,122 | 2,632 | 40.6% | $10.41万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $36.15万 | 0.01% | 4,720 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES MSCI | $36.30万 | 0.01% | 3,019 | 2 | 0.1% | $240 | 加仓 |
| CVS | CVS HEALTH | $36.31万 | 0.01% | 3,509 | -4 | -0.1% | -$414 | 减仓 |
| GSUS | GOLDMAN SACHS | $36.34万 | 0.01% | 3,525 | 409 | 13.1% | $4.22万 | 加仓 |
| NPCE | NEUROPACE INC | $36.47万 | 0.01% | 22,950 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $36.52万 | 0.01% | 1,483 | 2 | 0.1% | $493 | 加仓 |
| WPC | W P CAREY | $36.59万 | 0.01% | 5,118 | 12 | 0.2% | $858 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $36.67万 | 0.01% | 18,075 | 18,075 | — | $36.67万 | 新建仓 |
| MARA | MARA HOLDINGS | $36.79万 | 0.01% | 26,489 | -651 | -2.4% | -$9,043 | 减仓 |
| ESML | ISHARES ESG | $36.84万 | 0.01% | 6,587 | -1,498 | -18.5% | -$8.38万 | 减仓 |
| IHAK | ISHARES CYBERSECURITY | $37.08万 | 0.01% | 6,108 | -216 | -3.4% | -$1.31万 | 减仓 |
| FHLC | FIDELITY MSCI | $37.18万 | 0.01% | 4,813 | -39 | -0.8% | -$3,013 | 减仓 |