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 |
|---|---|---|---|---|---|---|---|---|
| SKYY | FIRST TR EXCHANGE-TRADED FD | $82.56万 | 0.03% | 7,550 | -924 | -10.9% | -$10.10万 | 减仓 |
| MGV | VANGUARD WORLD FD | $82.80万 | 0.03% | 5,712 | 24 | 0.4% | $3,479 | 加仓 |
| CB | CHUBB LTD SWITZ | $83.24万 | 0.03% | 2,554 | -97 | -3.7% | -$3.16万 | 减仓 |
| ESGU | ISHARES TR | $84.15万 | 0.03% | 5,951 | -138 | -2.3% | -$1.95万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $84.95万 | 0.03% | 32,336 | 13,276 | 69.7% | $34.88万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $85.15万 | 0.03% | 2,373 | -118 | -4.7% | -$4.23万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $85.23万 | 0.03% | 5,211 | -204 | -3.8% | -$3.34万 | 减仓 |
| BG | BUNGE GLOBAL SA | $86.08万 | 0.03% | 6,767 | 6,767 | — | $86.08万 | 新建仓 |
| DLN | WISDOMTREE TR | $86.25万 | 0.03% | 9,655 | -251 | -2.5% | -$2.24万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $86.32万 | 0.03% | 12,297 | 5 | 0.0% | $351 | 加仓 |
| CERY | SPDR SERIES TRUST | $86.48万 | 0.03% | 24,540 | 24,540 | — | $86.48万 | 新建仓 |
| EIX | EDISON INTL | $86.71万 | 0.03% | 11,849 | 11,849 | — | $86.71万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $86.83万 | 0.03% | 2,729 | 1,023 | 60.0% | $32.55万 | 加仓 |
| IGSB | ISHARES TR | $87.18万 | 0.03% | 16,587 | -46,292 | -73.6% | -$243.31万 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $87.33万 | 0.03% | 12,226 | -597 | -4.7% | -$4.26万 | 减仓 |
| MKC | MCCORMICK & CO INC | $87.90万 | 0.03% | 17,426 | 17,426 | — | $87.90万 | 新建仓 |
| ESGE | ISHARES INC | $88.06万 | 0.03% | 19,366 | 2,497 | 14.8% | $11.35万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $88.29万 | 0.03% | 16,741 | 5,261 | 45.8% | $27.75万 | 加仓 |
| VV | VANGUARD INDEX FDS | $88.33万 | 0.03% | 2,956 | 43 | 1.5% | $1.28万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $88.80万 | 0.03% | 17,778 | 557 | 3.2% | $2.78万 | 加仓 |
| AZO | AUTOZONE INC | $88.84万 | 0.03% | 263 | -15 | -5.4% | -$5.07万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $89.87万 | 0.03% | 14,061 | -13,064 | -48.2% | -$83.49万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $90.27万 | 0.03% | 4,443 | -378 | -7.8% | -$7.68万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $90.30万 | 0.03% | 22,126 | 383 | 1.8% | $1.56万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $90.53万 | 0.03% | 27,400 | 9,613 | 54.0% | $31.76万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $90.70万 | 0.03% | 31,437 | 4,635 | 17.3% | $13.37万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $90.93万 | 0.03% | 18,403 | 2,986 | 19.4% | $14.75万 | 加仓 |
| BP | BP PLC | $90.94万 | 0.03% | 19,349 | -718 | -3.6% | -$3.37万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $91.42万 | 0.03% | 3,552 | -131 | -3.6% | -$3.37万 | 减仓 |
| ADBE | ADOBE INC | $92.08万 | 0.03% | 3,788 | 742 | 24.4% | $18.04万 | 加仓 |
| PLD | PROLOGIS INC. | $92.12万 | 0.03% | 6,969 | 3,172 | 83.5% | $41.93万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC 看跌期权 | $92.20万 | 0.03% | 2,000 | 2,000 | — | $92.20万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $92.85万 | 0.04% | 13,741 | 13,741 | — | $92.85万 | 新建仓 |
| ARKW | ARK ETF TR | $93.11万 | 0.04% | 7,720 | 1,049 | 15.7% | $12.65万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $93.50万 | 0.04% | 13,057 | 194 | 1.5% | $1.39万 | 加仓 |
| INTC | INTEL CORP | $93.66万 | 0.04% | 21,223 | 7,764 | 57.7% | $34.26万 | 加仓 |
| — | SPDR SERIES TRUST | $93.91万 | 0.04% | 37,437 | 37,437 | — | $93.91万 | 新建仓 |
| — | VANECK ETF TRUST | $94.25万 | 0.04% | 19,078 | 5,660 | 42.2% | $27.96万 | 加仓 |
| FLTR | VANECK ETF TRUST | $94.59万 | 0.04% | 37,124 | -639 | -1.7% | -$1.63万 | 减仓 |
| TMUS | T-MOBILE US INC | $94.91万 | 0.04% | 4,519 | 3,296 | 269.5% | $69.23万 | 加仓 |
| COWG | PACER FDS TR | $95.19万 | 0.04% | 28,214 | -3,719 | -11.6% | -$12.55万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $95.33万 | 0.04% | 19,108 | 5,687 | 42.4% | $28.37万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $95.63万 | 0.04% | 4,762 | 23 | 0.5% | $4,619 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $95.90万 | 0.04% | 5,902 | 5,902 | — | $95.90万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $96.13万 | 0.04% | 12,471 | 12,471 | — | $96.13万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $96.54万 | 0.04% | 13,573 | 1,407 | 11.6% | $10.01万 | 加仓 |
| EFG | ISHARES TR | $96.55万 | 0.04% | 8,669 | 5,164 | 147.3% | $57.51万 | 加仓 |
| KKR | KKR & CO INC | $97.01万 | 0.04% | 10,487 | -1,647 | -13.6% | -$15.24万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $97.01万 | 0.04% | 4,904 | 4,904 | — | $97.01万 | 新建仓 |
| IDXX | IDEXX LABS INC | $97.12万 | 0.04% | 1,729 | -8 | -0.5% | -$4,494 | 减仓 |
| VBR | VANGUARD INDEX FDS | $97.20万 | 0.04% | 4,474 | -44 | -1.0% | -$9,559 | 减仓 |
| MDYG | SPDR SERIES TRUST | $97.21万 | 0.04% | 10,130 | -6,201 | -38.0% | -$59.51万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $97.65万 | 0.04% | 38,280 | 3,433 | 9.9% | $8.76万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $97.98万 | 0.04% | 51,566 | 256 | 0.5% | $4,864 | 加仓 |
| EZM | WISDOMTREE TR | $98.10万 | 0.04% | 14,594 | 883 | 6.4% | $5.94万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $98.63万 | 0.04% | 19,881 | -359 | -1.8% | -$1.78万 | 减仓 |
| AIQ | GLOBAL X FDS | $98.90万 | 0.04% | 21,192 | 7,994 | 60.6% | $37.31万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $99.26万 | 0.04% | 21,912 | 21,912 | — | $99.26万 | 新建仓 |
| CNEQ | THE ALGER ETF TRUST | $99.27万 | 0.04% | 31,899 | 16,883 | 112.4% | $52.54万 | 加仓 |
| APH | AMPHENOL CORP | $99.42万 | 0.04% | 7,868 | 373 | 5.0% | $4.71万 | 加仓 |
| DE | DEERE & CO | $99.74万 | 0.04% | 1,771 | 425 | 31.6% | $23.94万 | 加仓 |
| VFH | VANGUARD WORLD FD | $99.79万 | 0.04% | 8,260 | 1 | 0.0% | $121 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $100.34万 | 0.04% | 10,199 | -10 | -0.1% | -$984 | 减仓 |
| VLO | VALERO ENERGY CORP | $100.43万 | 0.04% | 4,065 | -78 | -1.9% | -$1.93万 | 减仓 |
| EMR | EMERSON ELEC CO | $100.53万 | 0.04% | 7,673 | 188 | 2.5% | $2.46万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $100.99万 | 0.04% | 11,929 | 4,075 | 51.9% | $34.50万 | 加仓 |
| NULG | NUSHARES ETF TR | $101.15万 | 0.04% | 11,122 | 2,414 | 27.7% | $21.95万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $101.37万 | 0.04% | 13,335 | -4 | -0.0% | -$304 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $101.44万 | 0.04% | 31,768 | -784 | -2.4% | -$2.50万 | 减仓 |
| SHLD | GLOBAL X FDS | $101.80万 | 0.04% | 14,371 | 2,047 | 16.6% | $14.50万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $102.67万 | 0.04% | 20,485 | 20,485 | — | $102.67万 | 新建仓 |
| URI | UNITED RENTALS INC | $102.81万 | 0.04% | 1,411 | 508 | 56.3% | $37.01万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $102.87万 | 0.04% | 5,642 | 5,642 | — | $102.87万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $102.88万 | 0.04% | 26,779 | 6,751 | 33.7% | $25.94万 | 加仓 |
| GWW | WW GRAINGER INC | $104.75万 | 0.04% | 960 | -99 | -9.3% | -$10.80万 | 减仓 |
| IWR | ISHARES TR | $105.65万 | 0.04% | 10,866 | -350 | -3.1% | -$3.40万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $106.43万 | 0.04% | 15,010 | -675 | -4.3% | -$4.79万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $106.58万 | 0.04% | 3,756 | 153 | 4.2% | $4.34万 | 加仓 |
| IEI | ISHARES TR | $107.52万 | 0.04% | 9,066 | 6 | 0.1% | $712 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $108.99万 | 0.04% | 6,591 | 1,476 | 28.9% | $24.41万 | 加仓 |
| COHR | COHERENT CORP | $109.00万 | 0.04% | 4,576 | -23 | -0.5% | -$5,479 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $109.43万 | 0.04% | 3,738 | 2,516 | 205.9% | $73.65万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $109.71万 | 0.04% | 33,531 | 33,531 | — | $109.71万 | 新建仓 |
| SGOL | ETFS GOLD TR | $110.03万 | 0.04% | 24,659 | 242 | 1.0% | $1.08万 | 加仓 |
| ESGD | ISHARES TR | $110.43万 | 0.04% | 11,549 | -171 | -1.5% | -$1.64万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $110.53万 | 0.04% | 10,717 | -127 | -1.2% | -$1.31万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $110.78万 | 0.04% | 7,949 | 4,068 | 104.8% | $56.69万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $111.45万 | 0.04% | 11,492 | 511 | 4.7% | $4.96万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $111.45万 | 0.04% | 3,837 | 2,552 | 198.6% | $74.13万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $112.06万 | 0.04% | 21,132 | 1,864 | 9.7% | $9.88万 | 加仓 |
| DHR | DANAHER CORP DEL | $112.53万 | 0.04% | 5,935 | -273 | -4.4% | -$5.18万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $112.78万 | 0.04% | 7,519 | 7,519 | — | $112.78万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $113.04万 | 0.04% | 21,769 | 1,559 | 7.7% | $8.10万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $113.05万 | 0.04% | 103,909 | 17,928 | 20.9% | $19.51万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $113.52万 | 0.04% | 22,938 | 6,908 | 43.1% | $34.19万 | 加仓 |
| — | THE ALGER ETF TRUST | $113.87万 | 0.04% | 58,455 | 58,455 | — | $113.87万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $114.04万 | 0.04% | 7,733 | -110 | -1.4% | -$1.62万 | 减仓 |
| BKUI | BNY MELLON ETF TRUST | $114.51万 | 0.04% | 23,000 | 3,436 | 17.6% | $17.11万 | 加仓 |
| IJK | ISHARES TR | $114.58万 | 0.04% | 11,388 | 291 | 2.6% | $2.93万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $114.69万 | 0.04% | 56,278 | 56,278 | — | $114.69万 | 新建仓 |