13F 机构持仓

Western Wealth Management, LLC

GOLDEN CO · SEC CIK 0001767902

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$30.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.4%
QQQ 3.0%
NVDA 2.6%
QQQM 2.5%
SPYM 2.1%
CGDV 1.8%
SPY 1.5%
AMZN 1.5%
SPYG 1.4%
MSFT 1.4%

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
FELG FIDELITY ENHANCED $52.46万0.02%11,990 11,990— $52.46万 新建仓
XFFCX FLAHERTY & CRUMRINE $52.47万0.02%32,231 -567-1.7% -$9,231 减仓
TOTL STATE STREET $52.68万0.02%13,347 -2,504-15.8% -$9.88万 减仓
DFNM DIMENSIONAL NATIONAL $52.69万0.02%10,900 00.0% — 不变
CDNS CADENCE DESIGN $53.15万0.02%1,416 23119.5% $8.67万 加仓
NAC NUVEEN CA $53.16万0.02%43,864 3490.8% $4,230 加仓
SHOP SHOPIFY INC $53.18万0.02%4,657 -2,088-31.0% -$23.84万 减仓
PHIN PHINIA INC $53.54万0.02%6,500 -25-0.4% -$2,059 减仓
VST VISTRA CORP $53.65万0.02%3,382 -1-0.0% -$159 减仓
ULST STATE STREET $53.77万0.02%13,302 00.0% — 不变
KNG FIRST TRUST $53.89万0.02%10,671 -800-7.0% -$4.04万 减仓
APG API GROUP CORP $54.00万0.02%12,750 -85-0.7% -$3,600 减仓
PVAL PUTNAM ETF TRUST $54.02万0.02%10,602 4,21766.0% $21.49万 加仓
SFLR INNOVATOR EQUITY $54.12万0.02%14,029 30.0% $116 加仓
IHI ISHARES U S $54.20万0.02%10,970 2,95136.8% $14.58万 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $54.90万0.02%10,692 00.0% — 不变
RTX RTX CORPORATION $55.03万0.02%2,901 2,901— $55.03万 新建仓
XNTK STATE STREET $55.06万0.02%1,409 29025.9% $11.33万 加仓
SCHA SCHWAB US $55.45万0.02%15,348 -747-4.6% -$2.70万 减仓
TMSL T ROWE $55.73万0.02%12,708 -625-4.7% -$2.74万 减仓
CGMS CAPITAL GROUP $55.75万0.02%20,400 3,25019.0% $8.88万 加仓
SEPI SCM TR $55.80万0.02%20,035 4,07825.6% $11.36万 加仓
WDC WESTERN DIGITAL $56.36万0.02%882 882— $56.36万 新建仓
LGOV FIRST TRUST $56.41万0.02%26,359 -5,007-16.0% -$10.71万 减仓
FLMI FRANKLIN DYNAMIC $57.49万0.02%22,839 1320.6% $3,322 加仓
BLV VANGUARD BD INDEX FDS $57.68万0.02%8,367 8,367— $57.68万 新建仓
— VANECK ETF TRUST $57.82万0.02%22,472 22,472— $57.82万 新建仓
TMUS T-MOBILE US INC $58.25万0.02%3,473 -1,046-23.1% -$17.55万 减仓
PWB INVESCO LARGE $58.65万0.02%3,482 68524.5% $11.54万 加仓
MPC MARATHON PETROLEUM $58.85万0.02%2,302 -125-5.2% -$3.20万 减仓
BSX BOSTON SCIENTIFIC $59.64万0.02%13,974 -11,126-44.3% -$47.48万 减仓
NVDA NVIDIA CORPORATION 看跌期权 $60.03万0.02%3,000 00.0% — 不变
GOF GUGGENHEIM STRATEGIC $60.19万0.02%55,122 -3,771-6.4% -$4.12万 减仓
FXH FIRST TRUST $60.39万0.02%4,934 3317.2% $4.05万 加仓
BSCS INVESCO BULLETSHARES $60.57万0.02%29,740 00.0% — 不变
NTSX WISDOMTREE U S $60.68万0.02%10,275 40.0% $236 加仓
HONA HONEYWELL AEROSPACE $61.37万0.02%2,776 2,776— $61.37万 新建仓
GSLC GOLDMAN SACHS $61.43万0.02%4,329 -109-2.5% -$1.55万 减仓
AXON AXON ENTERPRISE $61.67万0.02%1,100 21123.7% $11.83万 加仓
CAG CONAGRA BRANDS $62.23万0.02%46,232 31,105205.6% $41.87万 加仓
SCHF SCHWAB STRATEGIC TR $62.30万0.02%22,493 -6,817-23.3% -$18.88万 减仓
HON HONEYWELL INTL $62.39万0.02%2,787 -4,007-59.0% -$89.70万 减仓
XERS XERIS BIOPHARMA $63.34万0.02%79,975 4,3005.7% $3.41万 加仓
F FORD MOTOR $63.35万0.02%45,579 -4,436-8.9% -$6.17万 减仓
JPSE JPMORGAN DIVERSIFIED $63.50万0.02%10,554 -431-3.9% -$2.59万 减仓
SHLD GLOBAL X $63.54万0.02%10,642 -3,729-25.9% -$22.27万 减仓
AZZ AZZ INC $63.57万0.02%4,100 4,100— $63.57万 新建仓
ETR ENTERGY CORP $64.00万0.02%5,572 2875.4% $3.30万 加仓
KORP AMERICAN CENTURY $64.29万0.02%13,723 -362-2.6% -$1.70万 减仓
SUSA ISHARES ESG $64.32万0.02%4,168 -32-0.8% -$4,938 减仓
IJT ISHARES S&P $64.79万0.02%3,627 -51-1.4% -$9,110 减仓
GPC GENUINE PARTS CO $64.81万0.02%5,493 -1,517-21.6% -$17.90万 减仓
SAP SAP SE $65.37万0.02%4,242 2,513145.3% $38.73万 加仓
VT VANGUARD TOTAL $65.54万0.02%4,175 -177-4.1% -$2.78万 减仓
FFIV F5 INC $65.56万0.02%1,576 -430-21.4% -$17.89万 减仓
INTU INTUIT $65.72万0.02%2,518 -383-13.2% -$10.00万 减仓
— NUVEEN ARIZONA QLTY MUN INC $66.21万0.02%53,007 7011.3% $8,755 加仓
KMI KINDER MORGAN $66.25万0.02%20,721 1630.8% $5,211 加仓
PRU PRUDENTIAL FINANCIAL $66.33万0.02%6,146 -86-1.4% -$9,282 减仓
TLH ISHARES 10-20YR $66.45万0.02%6,621 2183.4% $2.19万 加仓
LIT GLOBAL X $66.64万0.02%8,514 2,88851.3% $22.61万 加仓
HPE HEWLETT PACKARD $66.74万0.02%14,796 -121-0.8% -$5,458 减仓
MUC BLACKROCK MUNIHLDNGS CALI $66.89万0.02%60,865 00.0% — 不变
WELL WELLTOWER INC $66.91万0.02%2,948 40916.1% $9.28万 加仓
CGMM CAPITAL GROUP $67.21万0.02%20,385 -1,047-4.9% -$3.45万 减仓
ISTB ISHARES CORE $67.54万0.02%13,999 -1,562-10.0% -$7.54万 减仓
SPGM STATE STREET $67.64万0.02%7,895 -182-2.3% -$1.56万 减仓
ARKK ARK INNOVATION $67.72万0.02%8,379 -146-1.7% -$1.18万 减仓
VDE VANGUARD ENERGY $67.79万0.02%4,515 120.3% $1,802 加仓
EMLP FIRST TRUST $68.14万0.02%15,665 1360.9% $5,916 加仓
EMHC SPDR SERIES TRUST $68.21万0.02%26,811 15,524137.5% $39.49万 加仓
VONV VANGUARD RUSSELL $68.27万0.02%6,421 -9,807-60.4% -$104.27万 减仓
FXU FIRST TRUST $68.37万0.02%13,856 2,15218.4% $10.62万 加仓
PRFZ INVESCO RAFI $68.70万0.02%12,319 1,0569.4% $5.89万 加仓
HEQT SIMPLIFY HEDGED $69.16万0.02%20,619 8,02063.7% $26.90万 加仓
CRH CRH PLC $69.77万0.02%6,520 661.0% $7,062 加仓
VICI VICI PPTYS INC $69.86万0.02%26,313 -551-2.1% -$1.46万 减仓
BKNG BOOKING HOLDINGS $70.08万0.02%3,932 3,7572,146.9% $66.96万 重新持有
PWR QUANTA SERVICES $70.44万0.02%978 -25-2.5% -$1.80万 减仓
NVO NOVO NORDISK $70.54万0.02%14,714 -1,557-9.6% -$7.46万 减仓
MRSH MARSH $70.86万0.02%4,251 270.6% $4,501 加仓
TSCO TRACTOR SUPPLY CO $70.99万0.02%22,457 5452.5% $1.72万 加仓
CMG CHIPOTLE MEXICAN $71.30万0.02%20,971 -1,658-7.3% -$5.64万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $71.91万0.02%5,251 -651-11.0% -$8.92万 减仓
IWB ISHARES RUSSELL $71.92万0.02%1,756 100.6% $4,096 加仓
ADBE ADOBE INC $72.05万0.02%3,514 -274-7.2% -$5.62万 减仓
FRDM FREEDOM 100 $72.33万0.02%9,922 -403-3.9% -$2.94万 减仓
SCHW SCHWAB CHARLES $72.60万0.02%7,868 1582.0% $1.46万 加仓
VCIT VANGUARD INTERMEDIATE $72.70万0.02%8,796 1,14314.9% $9.45万 加仓
— TARGET CORP $72.73万0.02%5,568 5,568— $72.73万 新建仓
CWI STATE STREET $72.86万0.02%17,915 -4,628-20.5% -$18.82万 减仓
BG BUNGE GLOBAL SA $73.01万0.02%6,840 731.1% $7,792 加仓
HPQ HP INC $73.04万0.02%33,291 -8,153-19.7% -$17.89万 减仓
GIS GENERAL MILLS $73.52万0.02%21,127 1,7719.1% $6.16万 加仓
NBIS NEBIUS GROUP N.V. $74.12万0.02%2,684 -136-4.8% -$3.76万 减仓
DON WISDOMTREE U S $74.39万0.02%13,162 -386-2.8% -$2.18万 减仓
BSCQ INVESCO BULLETSHARES $74.74万0.02%38,280 5031.3% $9,821 加仓
MDY SPDR S&P $74.91万0.02%1,065 00.0% — 不变
QYLD GLOBAL X $75.00万0.02%40,697 1,8264.7% $3.37万 加仓
MTB M&T BANK $75.43万0.02%3,169 -101-3.1% -$2.40万 减仓