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 |
|---|---|---|---|---|---|---|---|---|
| FTEC | FIDELITY COVINGTON TRUST | $39.48万 | 0.01% | 1,897 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $39.52万 | 0.01% | 7,908 | 7,908 | — | $39.52万 | 新建仓 |
| DG | DOLLAR GEN CORP | $39.65万 | 0.02% | 3,339 | 3,339 | — | $39.65万 | 新建仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $39.69万 | 0.02% | 12,599 | -193 | -1.5% | -$6,080 | 减仓 |
| IXC | ISHARES TR | $39.76万 | 0.02% | 6,902 | -7,761 | -52.9% | -$44.71万 | 减仓 |
| — | SIREN ETF TR | $39.92万 | 0.02% | 5,205 | 1 | 0.0% | $77 | 加仓 |
| SEPI | SCM TRUST | $39.98万 | 0.02% | 15,957 | 15,957 | — | $39.98万 | 新建仓 |
| ULVM | VICTORY PORTFOLIOS II | $40.02万 | 0.02% | 4,191 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $40.44万 | 0.02% | 4,104 | 1 | 0.0% | $99 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $40.92万 | 0.02% | 20,500 | 20,500 | — | $40.92万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $41.12万 | 0.02% | 10,102 | 10,102 | — | $41.12万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $41.30万 | 0.02% | 4,854 | 4,854 | — | $41.30万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $41.72万 | 0.02% | 22,355 | 700 | 3.2% | $1.31万 | 加仓 |
| TTE | TOTALENERGIES SE | $41.79万 | 0.02% | 4,593 | 4,593 | — | $41.79万 | 新建仓 |
| LIT | GLOBAL X FDS | $41.83万 | 0.02% | 5,626 | 5,626 | — | $41.83万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $42.27万 | 0.02% | 2,132 | -882 | -29.3% | -$17.49万 | 减仓 |
| DHS | WISDOMTREE TR | $42.28万 | 0.02% | 3,871 | 118 | 3.1% | $1.29万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $42.53万 | 0.02% | 2,170 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $42.61万 | 0.02% | 10,028 | -640 | -6.0% | -$2.72万 | 减仓 |
| IHI | ISHARES TR | $42.78万 | 0.02% | 8,019 | -1,724 | -17.7% | -$9.20万 | 减仓 |
| EFAV | ISHARES TR | $42.89万 | 0.02% | 4,694 | -294 | -5.9% | -$2.69万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $42.93万 | 0.02% | 7,456 | 25 | 0.3% | $1,439 | 加仓 |
| — | GLOBAL X FDS | $43.00万 | 0.02% | 10,351 | 34 | 0.3% | $1,413 | 加仓 |
| COIN | COINBASE GLOBAL INC | $43.44万 | 0.02% | 2,488 | 187 | 8.1% | $3.27万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $43.56万 | 0.02% | 11,635 | 2,025 | 21.1% | $7.58万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $43.57万 | 0.02% | 12,132 | -262 | -2.1% | -$9,408 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $43.69万 | 0.02% | 10,901 | 10,901 | — | $43.69万 | 新建仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $43.89万 | 0.02% | 75,675 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $44.12万 | 0.02% | 6,477 | 6,477 | — | $44.12万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $44.15万 | 0.02% | 6,276 | 101 | 1.6% | $7,106 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $44.16万 | 0.02% | 22,500 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $44.31万 | 0.02% | 24,082 | -709 | -2.9% | -$1.30万 | 减仓 |
| HSY | HERSHEY CO | $44.57万 | 0.02% | 2,144 | 2,144 | — | $44.57万 | 新建仓 |
| PHIN | PHINIA INC | $44.66万 | 0.02% | 6,525 | 6,525 | — | $44.66万 | 新建仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $45.32万 | 0.02% | 38,080 | 38,080 | — | $45.32万 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $45.42万 | 0.02% | 33,229 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $45.66万 | 0.02% | 2,989 | 105 | 3.6% | $1.60万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $45.80万 | 0.02% | 2,248 | -65 | -2.8% | -$1.32万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $45.86万 | 0.02% | 32,208 | 32,208 | — | $45.86万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $45.96万 | 0.02% | 2,494 | 5 | 0.2% | $921 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $46.33万 | 0.02% | 19,954 | 11,227 | 128.6% | $26.07万 | 加仓 |
| — | INVESCO CALIF VALUE MUN INCO | $46.48万 | 0.02% | 44,519 | 44,519 | — | $46.48万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $46.62万 | 0.02% | 12,186 | 12,186 | — | $46.62万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $46.70万 | 0.02% | 17,150 | 5,123 | 42.6% | $13.95万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $46.80万 | 0.02% | 16,095 | 5,957 | 58.8% | $17.32万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $47.04万 | 0.02% | 12,596 | 12,596 | — | $47.04万 | 新建仓 |
| — | SPDR INDEX SHS FDS | $47.25万 | 0.02% | 6,813 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $47.66万 | 0.02% | 10,318 | 1,379 | 15.4% | $6.37万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $47.75万 | 0.02% | 18,639 | 3,776 | 25.4% | $9.67万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $48.07万 | 0.02% | 36,722 | 1,570 | 4.5% | $2.06万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $48.47万 | 0.02% | 9,672 | 9,672 | — | $48.47万 | 新建仓 |
| FFLC | FIDELITY COVINGTON TRUST | $48.51万 | 0.02% | 9,459 | 2,575 | 37.4% | $13.21万 | 加仓 |
| PAAA | PGIM ETF TR | $48.79万 | 0.02% | 9,534 | 5,547 | 139.1% | $28.39万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $48.89万 | 0.02% | 13,333 | 2,973 | 28.7% | $10.90万 | 加仓 |
| EOG | EOG RES INC | $49.39万 | 0.02% | 3,417 | 1,472 | 75.7% | $21.28万 | 重新持有 |
| SFLR | INNOVATOR ETFS TRUST | $49.67万 | 0.02% | 14,026 | -589 | -4.0% | -$2.09万 | 减仓 |
| MSTR | STRATEGY INC 看涨期权 | $49.92万 | 0.02% | 4,000 | 4,000 | — | $49.92万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $49.95万 | 0.02% | 29,875 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $50.12万 | 0.02% | 108,255 | 108,255 | — | $50.12万 | 新建仓 |
| WELL | WELLTOWER INC | $50.19万 | 0.02% | 2,539 | 207 | 8.9% | $4.09万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $50.30万 | 0.02% | 11,042 | -142 | -1.3% | -$6,468 | 减仓 |
| WTPI | WISDOMTREE TR | $50.48万 | 0.02% | 15,821 | 15,821 | — | $50.48万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $50.53万 | 0.02% | 4,603 | 11 | 0.2% | $1,208 | 加仓 |
| VDC | VANGUARD WORLD FD | $50.63万 | 0.02% | 2,254 | 211 | 10.3% | $4.74万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $50.70万 | 0.02% | 43,515 | 28,466 | 189.2% | $33.16万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $50.72万 | 0.02% | 8,674 | -74 | -0.8% | -$4,327 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $50.80万 | 0.02% | 32,798 | -672 | -2.0% | -$1.04万 | 减仓 |
| VST | VISTRA CORP | $50.86万 | 0.02% | 3,383 | 1,251 | 58.7% | $18.81万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $50.86万 | 0.02% | 2,500 | 2,500 | — | $50.86万 | 新建仓 |
| PSN | PARSONS CORP DEL | $50.98万 | 0.02% | 9,412 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $51.22万 | 0.02% | 10,692 | 10,692 | — | $51.22万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $51.66万 | 0.02% | 11,263 | -997 | -8.1% | -$4.57万 | 减仓 |
| APG | API GROUP CORP | $52.01万 | 0.02% | 12,835 | 12,835 | — | $52.01万 | 新建仓 |
| DFNM | DIMENSIONAL ETF TRUST | $52.24万 | 0.02% | 10,900 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $52.32万 | 0.02% | 3,000 | 3,000 | — | $52.32万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $52.59万 | 0.02% | 5,817 | -13 | -0.2% | -$1,175 | 减仓 |
| FTNT | FORTINET INC | $53.01万 | 0.02% | 6,487 | 6,487 | — | $53.01万 | 新建仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $53.02万 | 0.02% | 27,963 | 27,963 | — | $53.02万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $53.17万 | 0.02% | 2,043 | 109 | 5.6% | $2.84万 | 加仓 |
| IJT | ISHARES TR | $53.23万 | 0.02% | 3,678 | -348 | -8.6% | -$5.04万 | 减仓 |
| IDV | ISHARES TR | $53.31万 | 0.02% | 12,525 | 4,789 | 61.9% | $20.38万 | 加仓 |
| NTSX | WISDOMTREE TR | $53.56万 | 0.02% | 10,271 | -737 | -6.7% | -$3.84万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $53.87万 | 0.02% | 13,302 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $54.11万 | 0.02% | 16,300 | 10,296 | 171.5% | $34.18万 | 重新持有 |
| VLU | SPDR SERIES TRUST | $54.17万 | 0.02% | 2,520 | -197 | -7.3% | -$4.23万 | 减仓 |
| KR | KROGER CO | $54.52万 | 0.02% | 7,535 | -29 | -0.4% | -$2,098 | 减仓 |
| URA | GLOBAL X FDS | $54.74万 | 0.02% | 11,303 | 679 | 6.4% | $3.29万 | 加仓 |
| PWR | QUANTA SVCS INC | $55.08万 | 0.02% | 1,003 | -3 | -0.3% | -$1,648 | 减仓 |
| SUSA | ISHARES TR | $55.48万 | 0.02% | 4,200 | 10 | 0.2% | $1,321 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $55.53万 | 0.02% | 4,438 | 375 | 9.2% | $4.69万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $55.84万 | 0.02% | 11,840 | 5,769 | 95.0% | $27.21万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $55.88万 | 0.02% | 11,471 | -597 | -4.9% | -$2.91万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $56.29万 | 0.02% | 22,707 | -93 | -0.4% | -$2,306 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $56.31万 | 0.02% | 1,722 | 5 | 0.3% | $1,635 | 加仓 |
| FRDM | EA SERIES TRUST | $56.43万 | 0.02% | 10,325 | 370 | 3.7% | $2.02万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $57.59万 | 0.02% | 10,985 | -23,311 | -68.0% | -$122.22万 | 减仓 |
| ARKK | ARK ETF TR | $57.62万 | 0.02% | 8,525 | -135 | -1.6% | -$9,125 | 减仓 |
| F | FORD MTR CO | $57.72万 | 0.02% | 50,015 | 18,058 | 56.5% | $20.84万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $57.89万 | 0.02% | 25,392 | 25,392 | — | $57.89万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $57.98万 | 0.02% | 1,480 | -155 | -9.5% | -$6.07万 | 减仓 |