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 |
|---|---|---|---|---|---|---|---|---|
| FFIV | F5 INC | $58.04万 | 0.02% | 2,006 | -210 | -9.5% | -$6.08万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $58.04万 | 0.02% | 11,704 | -192 | -1.6% | -$9,521 | 减仓 |
| SPHY | SPDR SERIES TRUST | $58.06万 | 0.02% | 24,899 | 10,781 | 76.4% | $25.14万 | 加仓 |
| HDV | ISHARES TR | $58.29万 | 0.02% | 21,473 | 1,134 | 5.6% | $3.08万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $58.32万 | 0.02% | 28,575 | 18,159 | 174.3% | $37.06万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $58.33万 | 0.02% | 16,109 | 16,109 | — | $58.33万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $58.53万 | 0.02% | 11,093 | -1,227 | -10.0% | -$6.47万 | 减仓 |
| EMXC | ISHARES INC | $59.22万 | 0.02% | 7,528 | -156 | -2.0% | -$1.23万 | 减仓 |
| MPC | MARATHON PETE CORP | $59.26万 | 0.02% | 2,427 | -13 | -0.5% | -$3,174 | 减仓 |
| ETR | ENTERGY CORP NEW | $59.39万 | 0.02% | 5,285 | 269 | 5.4% | $3.02万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $59.48万 | 0.02% | 4,955 | -477 | -8.8% | -$5.73万 | 减仓 |
| MELI | MERCADOLIBRE INC | $59.48万 | 0.02% | 344 | 213 | 162.6% | $36.83万 | 加仓 |
| NVO | NOVO-NORDISK A S | $59.80万 | 0.02% | 16,271 | 7,703 | 89.9% | $28.31万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $59.88万 | 0.02% | 44,355 | 10,807 | 32.2% | $14.59万 | 加仓 |
| IGV | ISHARES TR | $59.91万 | 0.02% | 7,484 | 719 | 10.6% | $5.76万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $60.20万 | 0.02% | 4,352 | 1,707 | 64.5% | $23.61万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $60.45万 | 0.02% | 12,908 | 12,908 | — | $60.45万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $60.68万 | 0.02% | 12,058 | 5 | 0.0% | $252 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $60.74万 | 0.02% | 29,740 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $60.88万 | 0.02% | 6,232 | 17 | 0.3% | $1,661 | 加仓 |
| IONQ | IONQ INC | $60.90万 | 0.02% | 21,123 | -4,596 | -17.9% | -$13.25万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $61.15万 | 0.02% | 8,077 | 584 | 7.8% | $4.42万 | 加仓 |
| IWB | ISHARES TR | $62.25万 | 0.02% | 1,746 | 19 | 1.1% | $6,774 | 加仓 |
| BE | BLOOM ENERGY CORP | $62.38万 | 0.02% | 4,604 | 4,604 | — | $62.38万 | 新建仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $62.71万 | 0.02% | 52,306 | 52,306 | — | $62.71万 | 新建仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $62.92万 | 0.02% | 21,432 | 3,034 | 16.5% | $8.91万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $62.98万 | 0.02% | 15,851 | -1,198 | -7.0% | -$4.76万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $63.30万 | 0.02% | 60,865 | 60,865 | — | $63.30万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $63.33万 | 0.02% | 7,653 | -592 | -7.2% | -$4.90万 | 减仓 |
| DAPP | VANECK ETF TRUST | $63.69万 | 0.02% | 42,690 | 2,630 | 6.6% | $3.92万 | 加仓 |
| TLH | ISHARES TR | $64.49万 | 0.02% | 6,403 | 2,010 | 45.8% | $20.24万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $64.56万 | 0.02% | 6,936 | 6,936 | — | $64.56万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $64.90万 | 0.02% | 58,893 | -1,811 | -3.0% | -$2.00万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $65.08万 | 0.02% | 40,499 | 6,286 | 18.4% | $10.10万 | 加仓 |
| ARKQ | ARK ETF TR | $65.29万 | 0.02% | 5,806 | 2,916 | 100.9% | $32.79万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $65.65万 | 0.02% | 14,085 | -511 | -3.5% | -$2.38万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $65.68万 | 0.02% | 1,065 | -10 | -0.9% | -$6,168 | 减仓 |
| NDAQ | NASDAQ INC | $66.09万 | 0.03% | 7,786 | 987 | 14.5% | $8.38万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $66.44万 | 0.03% | 38,810 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $66.66万 | 0.03% | 38,871 | 4,650 | 13.6% | $7.97万 | 加仓 |
| VHT | VANGUARD WORLD FD | $66.95万 | 0.03% | 2,458 | 850 | 52.9% | $23.15万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $67.46万 | 0.03% | 6,740 | -172 | -2.5% | -$1.72万 | 减仓 |
| MTB | M & T BK CORP | $67.59万 | 0.03% | 3,270 | 0 | 0.0% | — | 不变 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $67.66万 | 0.03% | 31,366 | 1,230 | 4.1% | $2.65万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $67.80万 | 0.03% | 15,529 | 6,555 | 73.0% | $28.62万 | 加仓 |
| CRH | CRH PLC | $67.85万 | 0.03% | 6,454 | 6,454 | — | $67.85万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $68.18万 | 0.03% | 20,040 | 20,040 | — | $68.18万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $68.93万 | 0.03% | 20,558 | -178 | -0.9% | -$5,968 | 减仓 |
| BOTZ | GLOBAL X FDS | $68.97万 | 0.03% | 20,762 | 8,921 | 75.3% | $29.64万 | 加仓 |
| TIP | ISHARES TR | $69.09万 | 0.03% | 6,261 | 6,261 | — | $69.09万 | 新建仓 |
| XSOE | WISDOMTREE TR | $69.38万 | 0.03% | 17,302 | 10,285 | 146.6% | $41.24万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $69.56万 | 0.03% | 13,916 | 2,480 | 21.7% | $12.40万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $69.99万 | 0.03% | 22,946 | 22,946 | — | $69.99万 | 新建仓 |
| DON | WISDOMTREE TR | $71.18万 | 0.03% | 13,548 | 4,114 | 43.6% | $21.62万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $71.57万 | 0.03% | 13,050 | -95,536 | -88.0% | -$523.91万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $71.82万 | 0.03% | 11,568 | 313 | 2.8% | $1.94万 | 加仓 |
| GIS | GENERAL MILLS INC | $72.04万 | 0.03% | 19,356 | -26 | -0.1% | -$968 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $72.43万 | 0.03% | 22,629 | 15,304 | 208.9% | $48.99万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $72.46万 | 0.03% | 7,710 | -31 | -0.4% | -$2,913 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $72.54万 | 0.03% | 29,310 | 29,310 | — | $72.54万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $72.81万 | 0.03% | 1,631 | 1,003 | 159.7% | $44.78万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $72.84万 | 0.03% | 7,777 | -105 | -1.3% | -$9,834 | 减仓 |
| IWN | ISHARES TR | $72.84万 | 0.03% | 3,842 | -33 | -0.9% | -$6,257 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $72.90万 | 0.03% | 7,360 | -30 | -0.4% | -$2,971 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $73.17万 | 0.03% | 24,546 | 2,786 | 12.8% | $8.31万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $73.27万 | 0.03% | 4,224 | -71 | -1.7% | -$1.23万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $73.38万 | 0.03% | 12,423 | 6,716 | 117.7% | $39.67万 | 加仓 |
| VICI | VICI PPTYS INC | $73.39万 | 0.03% | 26,864 | 26,864 | — | $73.39万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $73.78万 | 0.03% | 37,777 | -11,791 | -23.8% | -$23.03万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $74.00万 | 0.03% | 3,121 | 2,061 | 194.4% | $48.87万 | 加仓 |
| NUE | NUCOR CORP | $74.04万 | 0.03% | 4,378 | 1,288 | 41.7% | $21.78万 | 加仓 |
| GPC | GENUINE PARTS CO | $74.13万 | 0.03% | 7,010 | 5,285 | 306.4% | $55.89万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $74.35万 | 0.03% | 2,000 | 2,000 | — | $74.35万 | 新建仓 |
| — | CAPITOL SER TR | $74.55万 | 0.03% | 19,532 | -3 | -0.0% | -$115 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $74.58万 | 0.03% | 2,453 | -11 | -0.4% | -$3,344 | 减仓 |
| IWS | ISHARES TR | $74.81万 | 0.03% | 5,133 | -6 | -0.1% | -$874 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $74.88万 | 0.03% | 11,156 | 89 | 0.8% | $5,974 | 加仓 |
| — | NUSHARES ETF TR | $75.11万 | 0.03% | 35,462 | 5,416 | 18.0% | $11.47万 | 加仓 |
| ISTB | ISHARES TR | $75.41万 | 0.03% | 15,561 | 4 | 0.0% | $194 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $75.78万 | 0.03% | 29,014 | -340 | -1.2% | -$8,881 | 减仓 |
| DSI | ISHARES TR | $76.03万 | 0.03% | 6,273 | -23 | -0.4% | -$2,787 | 减仓 |
| OKE | ONEOK INC NEW | $76.40万 | 0.03% | 8,452 | 2,184 | 34.8% | $19.74万 | 加仓 |
| ICOP | ISHARES TR | $76.62万 | 0.03% | 16,105 | 3,915 | 32.1% | $18.63万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $76.93万 | 0.03% | 11,522 | 355 | 3.2% | $2.37万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $77.12万 | 0.03% | 16,500 | 1 | 0.0% | $47 | 加仓 |
| VDE | VANGUARD WORLD FD | $77.92万 | 0.03% | 4,503 | 104 | 2.4% | $1.80万 | 加仓 |
| DTCR | GLOBAL X FDS | $78.25万 | 0.03% | 32,659 | 178 | 0.5% | $4,265 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $78.52万 | 0.03% | 19,368 | 3,720 | 23.8% | $15.08万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $78.55万 | 0.03% | 19,731 | 19,731 | — | $78.55万 | 新建仓 |
| EEM | ISHARES TR | $78.77万 | 0.03% | 13,870 | 7,289 | 110.8% | $41.39万 | 加仓 |
| DOW | DOW HLDGS INC | $79.08万 | 0.03% | 18,986 | 1,071 | 6.0% | $4.46万 | 加仓 |
| HPQ | HP INC | $79.61万 | 0.03% | 41,444 | 33,848 | 445.6% | $65.02万 | 重新持有 |
| TGT | TARGET CORP | $79.87万 | 0.03% | 6,590 | 3,872 | 142.5% | $46.93万 | 加仓 |
| SHOP | SHOPIFY INC | $80.01万 | 0.03% | 6,745 | 3,284 | 94.9% | $38.96万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $81.16万 | 0.03% | 18,521 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $81.47万 | 0.03% | 4,521 | -159 | -3.4% | -$2.87万 | 减仓 |
| BKH | BLACK HILLS CORP | $81.65万 | 0.03% | 11,764 | 11,764 | — | $81.65万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $82.05万 | 0.03% | 8,675 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $82.48万 | 0.03% | 22,543 | 5,500 | 32.3% | $20.12万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $82.55万 | 0.03% | 9,961 | 5,108 | 105.3% | $42.33万 | 加仓 |