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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $114.85万 | 0.04% | 21,249 | 8,342 | 64.6% | $45.09万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $115.68万 | 0.04% | 15,914 | 10,469 | 192.3% | $76.10万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $116.08万 | 0.04% | 24,423 | -146 | -0.6% | -$6,939 | 减仓 |
| TCAL | T ROWE PRICE ETF INC | $116.15万 | 0.04% | 51,969 | 7,902 | 17.9% | $17.66万 | 加仓 |
| DXJ | WISDOMTREE TR | $117.13万 | 0.04% | 7,386 | 2,094 | 39.6% | $33.21万 | 加仓 |
| PAYX | PAYCHEX INC | $117.44万 | 0.04% | 12,749 | 12,749 | — | $117.44万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $117.85万 | 0.04% | 3,434 | 453 | 15.2% | $15.55万 | 加仓 |
| VIS | VANGUARD WORLD FD | $118.04万 | 0.04% | 3,781 | 53 | 1.4% | $1.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $119.60万 | 0.05% | 8,822 | 3,202 | 57.0% | $43.41万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $120.72万 | 0.05% | 41,370 | -67 | -0.2% | -$1,955 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $120.72万 | 0.05% | 38,131 | 38,131 | — | $120.72万 | 新建仓 |
| ASML | ASML HLDG NV | $120.93万 | 0.05% | 916 | 320 | 53.7% | $42.25万 | 加仓 |
| FAST | FASTENAL CO | $121.70万 | 0.05% | 26,228 | 6 | 0.0% | $278 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $122.06万 | 0.05% | 17,510 | -173 | -1.0% | -$1.21万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $122.14万 | 0.05% | 22,810 | 22,810 | — | $122.14万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $122.19万 | 0.05% | 36,618 | 8,708 | 31.2% | $29.06万 | 加仓 |
| FLOT | ISHARES TR | $122.42万 | 0.05% | 24,027 | 3,087 | 14.7% | $15.73万 | 加仓 |
| GOVT | ISHARES TR | $122.71万 | 0.05% | 53,563 | 17,997 | 50.6% | $41.23万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $122.89万 | 0.05% | 6,796 | 6,796 | — | $122.89万 | 新建仓 |
| JSMD | JANUS DETROIT STR TR | $123.68万 | 0.05% | 15,587 | 15,587 | — | $123.68万 | 新建仓 |
| RPM | RPM INTL INC | $123.78万 | 0.05% | 12,452 | 12,452 | — | $123.78万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $123.96万 | 0.05% | 16,506 | 6,641 | 67.3% | $49.88万 | 加仓 |
| XME | SPDR SERIES TRUST | $124.20万 | 0.05% | 11,499 | 8,040 | 232.4% | $86.84万 | 加仓 |
| MUB | ISHARES TR | $124.25万 | 0.05% | 11,705 | 15 | 0.1% | $1,592 | 加仓 |
| INTU | INTUIT | $125.42万 | 0.05% | 2,901 | 2,428 | 513.3% | $104.97万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $125.94万 | 0.05% | 20,093 | 464 | 2.4% | $2.91万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $126.01万 | 0.05% | 25,298 | 248 | 1.0% | $1.24万 | 加仓 |
| WFC | WELLS FARGO & CO | $126.35万 | 0.05% | 15,871 | 3,644 | 29.8% | $29.01万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $126.71万 | 0.05% | 7,342 | 3,152 | 75.2% | $54.40万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $127.03万 | 0.05% | 21,019 | -313 | -1.5% | -$1.89万 | 减仓 |
| PFF | ISHARES TR | $127.41万 | 0.05% | 42,020 | 24,028 | 133.5% | $72.85万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $127.56万 | 0.05% | 36,115 | 20,964 | 138.4% | $74.04万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $128.61万 | 0.05% | 60,943 | 60,943 | — | $128.61万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $129.01万 | 0.05% | 6,309 | 285 | 4.7% | $5.83万 | 加仓 |
| CALF | PACER FDS TR | $129.07万 | 0.05% | 28,766 | -5,907 | -17.0% | -$26.51万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $129.38万 | 0.05% | 14,010 | -1,138 | -7.5% | -$10.51万 | 减仓 |
| AFL | AFLAC INC | $130.34万 | 0.05% | 11,881 | 9,548 | 409.3% | $104.75万 | 加仓 |
| EMB | ISHARES TR | $130.63万 | 0.05% | 13,908 | 13,908 | — | $130.63万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $131.10万 | 0.05% | 38,509 | -1,132 | -2.9% | -$3.85万 | 减仓 |
| MGK | VANGUARD WORLD FD | $132.35万 | 0.05% | 6,206 | 2,664 | 75.2% | $56.81万 | 加仓 |
| JBL | JABIL INC | $133.28万 | 0.05% | 5,018 | 5,018 | — | $133.28万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $134.00万 | 0.05% | 7,345 | 324 | 4.6% | $5.91万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $134.04万 | 0.05% | 78,341 | 14,127 | 22.0% | $24.17万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $134.21万 | 0.05% | 22,129 | -244 | -1.1% | -$1.48万 | 减仓 |
| IXUS | ISHARES TR | $134.69万 | 0.05% | 15,546 | 737 | 5.0% | $6.39万 | 加仓 |
| MINT | PIMCO ETF TR | $135.60万 | 0.05% | 13,483 | -27,246 | -66.9% | -$274.02万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $136.34万 | 0.05% | 10,412 | 535 | 5.4% | $7.01万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $136.46万 | 0.05% | 5,831 | -390 | -6.3% | -$9.13万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $138.59万 | 0.05% | 27,515 | 7,405 | 36.8% | $37.30万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $138.68万 | 0.05% | 76,957 | 10,198 | 15.3% | $18.38万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $139.50万 | 0.05% | 9,634 | 9,634 | — | $139.50万 | 新建仓 |
| GDX | VANECK ETF TRUST | $140.10万 | 0.05% | 15,267 | -5,433 | -26.2% | -$49.86万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $140.11万 | 0.05% | 54,326 | 3,975 | 7.9% | $10.25万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $140.71万 | 0.05% | 11,861 | 1,012 | 9.3% | $12.01万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $140.80万 | 0.05% | 8,952 | 6,565 | 275.0% | $103.25万 | 加仓 |
| C | CITIGROUP INC | $141.69万 | 0.05% | 12,493 | 1,735 | 16.1% | $19.68万 | 加仓 |
| CMI | CUMMINS INC | $145.52万 | 0.06% | 2,704 | 2,046 | 310.9% | $110.11万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $145.70万 | 0.06% | 9,259 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $146.46万 | 0.06% | 4,605 | -36 | -0.8% | -$1.14万 | 减仓 |
| IGIB | ISHARES TR | $148.34万 | 0.06% | 27,873 | 1,368 | 5.2% | $7.28万 | 加仓 |
| AUSF | GLOBAL X FDS | $149.04万 | 0.06% | 30,825 | 7,099 | 29.9% | $34.32万 | 加仓 |
| NET | CLOUDFLARE INC | $149.14万 | 0.06% | 7,228 | -1,267 | -14.9% | -$26.14万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $149.45万 | 0.06% | 793 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $149.71万 | 0.06% | 18,846 | -642 | -3.3% | -$5.10万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $150.40万 | 0.06% | 18,246 | 15,095 | 479.1% | $124.43万 | 加仓 |
| PGR | PROGRESSIVE CORP | $150.48万 | 0.06% | 7,590 | 1,104 | 17.0% | $21.89万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $150.97万 | 0.06% | 43,873 | 9,188 | 26.5% | $31.62万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $152.13万 | 0.06% | 16,228 | 85 | 0.5% | $7,968 | 加仓 |
| MS | MORGAN STANLEY | $152.44万 | 0.06% | 9,263 | 1,279 | 16.0% | $21.05万 | 加仓 |
| HYG | ISHARES TR | $152.52万 | 0.06% | 19,171 | 16,198 | 544.8% | $128.87万 | 加仓 |
| WINN | HARBOR ETF TRUST | $152.93万 | 0.06% | 55,155 | 882 | 1.6% | $2.45万 | 加仓 |
| — | HONEYWELL INTL INC | $153.56万 | 0.06% | 6,794 | 1,217 | 21.8% | $27.51万 | 加仓 |
| CSX | CSX CORP | $154.63万 | 0.06% | 37,668 | -111 | -0.3% | -$4,557 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $155.14万 | 0.06% | 63,922 | 34,676 | 118.6% | $84.16万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $157.50万 | 0.06% | 25,100 | 171 | 0.7% | $1.07万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $160.42万 | 0.06% | 19,900 | 13,478 | 209.9% | $108.65万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $160.43万 | 0.06% | 31,780 | -147 | -0.5% | -$7,421 | 减仓 |
| VXUS | VANGUARD STAR FDS | $160.73万 | 0.06% | 20,845 | 7,486 | 56.0% | $57.72万 | 加仓 |
| EQIX | EQUINIX INC | $161.22万 | 0.06% | 1,645 | 226 | 15.9% | $22.15万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $161.56万 | 0.06% | 59,505 | 28,404 | 91.3% | $77.12万 | 加仓 |
| MSTR | STRATEGY INC | $161.67万 | 0.06% | 12,954 | -1,476 | -10.2% | -$18.42万 | 减仓 |
| FDX | FEDEX CORP | $161.73万 | 0.06% | 4,840 | 3,148 | 186.1% | $105.19万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $162.32万 | 0.06% | 39,198 | 39,198 | — | $162.32万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $164.20万 | 0.06% | 32,323 | -233 | -0.7% | -$1.18万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $164.45万 | 0.06% | 32,245 | 2,653 | 9.0% | $13.53万 | 加仓 |
| AMAT | APPLIED MATLS INC | $165.04万 | 0.06% | 4,829 | 669 | 16.1% | $22.86万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $165.86万 | 0.06% | 3,505 | -88 | -2.4% | -$4.16万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $166.42万 | 0.06% | 11,476 | -42 | -0.4% | -$6,091 | 减仓 |
| ET | ENERGY TRANSFER L P | $166.61万 | 0.06% | 86,328 | -106 | -0.1% | -$2,046 | 减仓 |
| DIVB | ISHARES TR | $167.17万 | 0.06% | 30,986 | 878 | 2.9% | $4.74万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $168.79万 | 0.06% | 14,914 | 118 | 0.8% | $1.34万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $169.59万 | 0.06% | 60,569 | 52,256 | 628.6% | $146.32万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $170.12万 | 0.06% | 18,052 | 7,047 | 64.0% | $66.41万 | 加仓 |
| WAB | WABTEC | $170.51万 | 0.06% | 6,823 | -347 | -4.8% | -$8.67万 | 减仓 |
| IAU | ISHARES GOLD TR | $171.06万 | 0.06% | 63,089 | 18,133 | 40.3% | $49.17万 | 加仓 |
| WM | WASTE MGMT INC DEL | $171.21万 | 0.06% | 7,451 | -16 | -0.2% | -$3,676 | 减仓 |
| IQDG | WISDOMTREE TR | $173.21万 | 0.07% | 43,153 | -5,021 | -10.4% | -$20.15万 | 减仓 |
| NKE | NIKE INC | $174.47万 | 0.07% | 33,030 | 16,383 | 98.4% | $86.54万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $174.47万 | 0.07% | 37,161 | 30,495 | 457.5% | $143.17万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $175.89万 | 0.07% | 5,206 | 2,070 | 66.0% | $69.94万 | 加仓 |