Western Wealth Management, LLC
GOLDEN CO · SEC CIK 0001767902
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES MSCI | $107.13万 | 0.04% | 8,610 | -59 | -0.7% | -$7,341 | 减仓 |
| EEM | ISHARES MSCI | $107.66万 | 0.04% | 15,737 | 1,867 | 13.5% | $12.77万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $108.15万 | 0.04% | 17,413 | -3,072 | -15.0% | -$19.08万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $108.26万 | 0.04% | 18,461 | 18,461 | — | $108.26万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCH | $108.84万 | 0.04% | 8,841 | -111 | -1.2% | -$1.37万 | 减仓 |
| DSI | ISHARES ESG | $109.14万 | 0.04% | 7,665 | 1,392 | 22.2% | $19.82万 | 加仓 |
| DHR | DANAHER CORP | $110.41万 | 0.04% | 5,797 | -138 | -2.3% | -$2.63万 | 减仓 |
| BUFP | PGIM LADDERED | $110.48万 | 0.04% | 34,471 | 34,471 | — | $110.48万 | 新建仓 |
| GBCI | GLACIER BANCORP | $110.76万 | 0.04% | 21,474 | 21,474 | — | $110.76万 | 新建仓 |
| VEU | VANGUARD FTSE | $110.77万 | 0.04% | 13,226 | -3,280 | -19.9% | -$27.47万 | 减仓 |
| DE | DEERE & CO | $110.82万 | 0.04% | 1,747 | -24 | -1.4% | -$1.52万 | 减仓 |
| ESGE | ISHARES ESG | $111.49万 | 0.04% | 20,386 | 1,020 | 5.3% | $5.58万 | 加仓 |
| APD | AIR PRODUCTS | $112.28万 | 0.04% | 3,830 | -7 | -0.2% | -$2,052 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $112.52万 | 0.04% | 22,285 | -5,230 | -19.0% | -$26.41万 | 减仓 |
| RPG | INVESCO S&P | $113.02万 | 0.04% | 17,700 | 1,200 | 7.3% | $7.66万 | 加仓 |
| GDX | VANECK GOLD | $113.57万 | 0.04% | 15,053 | -214 | -1.4% | -$1.61万 | 减仓 |
| EES | WISDOMTREE TR | $113.62万 | 0.04% | 16,761 | 11,422 | 213.9% | $77.43万 | 加仓 |
| VTEB | VANGUARD MUNICIPAL | $114.14万 | 0.04% | 22,565 | 3,457 | 18.1% | $17.49万 | 加仓 |
| BKUI | BNY MELLON | $115.33万 | 0.04% | 23,173 | 173 | 0.8% | $8,610 | 加仓 |
| LVHI | FRANKLIN INTL | $115.86万 | 0.04% | 28,547 | 9,179 | 47.4% | $37.25万 | 加仓 |
| TCAL | T ROWE | $115.92万 | 0.04% | 52,217 | 248 | 0.5% | $5,506 | 加仓 |
| IONQ | IONQ INC | $116.64万 | 0.04% | 21,901 | 778 | 3.7% | $4.14万 | 加仓 |
| XCEM | COLUMBIA EM | $117.01万 | 0.04% | 22,128 | 2 | 0.0% | $106 | 加仓 |
| FTSL | FIRST TRUST | $117.56万 | 0.04% | 26,270 | -66,422 | -71.7% | -$297.24万 | 减仓 |
| IWR | ISHARES RUSSELL | $117.66万 | 0.04% | 10,666 | -200 | -1.8% | -$2.21万 | 减仓 |
| ROK | ROCKWELL AUTOMATION | $117.70万 | 0.04% | 2,377 | 4 | 0.2% | $1,981 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $117.92万 | 0.04% | 37,162 | -969 | -2.5% | -$3.07万 | 减仓 |
| FIW | FIRST TRUST | $118.23万 | 0.04% | 10,795 | 78 | 0.7% | $8,543 | 加仓 |
| PM | PHILIP MORRIS | $119.72万 | 0.04% | 6,618 | 27 | 0.4% | $4,884 | 加仓 |
| — | DIMENSIONAL US | $119.76万 | 0.04% | 14,545 | 972 | 7.2% | $8.00万 | 加仓 |
| PAYX | PAYCHEX INC | $121.34万 | 0.04% | 12,340 | -409 | -3.2% | -$4.02万 | 减仓 |
| IGV | ISHARES EXPANDED | $121.36万 | 0.04% | 13,395 | 5,911 | 79.0% | $53.56万 | 加仓 |
| BWXT | BWX TECHNOLOGIES | $121.74万 | 0.04% | 6,254 | -55 | -0.9% | -$1.07万 | 减仓 |
| SLYV | STATE STREET | $121.74万 | 0.04% | 11,157 | 2,482 | 28.6% | $27.08万 | 加仓 |
| FBT | FIRST TRUST | $121.76万 | 0.04% | 4,912 | 150 | 3.1% | $3.72万 | 加仓 |
| STOT | SSGA ACTIVE TR | $122.94万 | 0.04% | 26,124 | 20,858 | 396.1% | $98.16万 | 重新持有 |
| ALAI | ALGER AI | $124.06万 | 0.04% | 27,182 | -218 | -0.8% | -$9,950 | 减仓 |
| AMT | AMERICAN TOWER | $124.26万 | 0.04% | 7,597 | 255 | 3.5% | $4.17万 | 加仓 |
| FAST | FASTENAL CO | $124.93万 | 0.04% | 26,011 | -217 | -0.8% | -$1.04万 | 减仓 |
| WFC | WELLS FARGO | $124.95万 | 0.04% | 15,120 | -751 | -4.7% | -$6.21万 | 减仓 |
| BMY | BRISTOL MYERS | $125.60万 | 0.04% | 21,798 | -331 | -1.5% | -$1.91万 | 减仓 |
| FYC | FIRST TRUST | $125.60万 | 0.04% | 9,864 | -1,628 | -14.2% | -$20.73万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $125.65万 | 0.04% | 7,036 | 240 | 3.5% | $4.29万 | 加仓 |
| ALLW | STATE STREET | $126.19万 | 0.04% | 43,113 | 11,676 | 37.1% | $34.18万 | 加仓 |
| SNDK | SANDISK CORP | $126.42万 | 0.04% | 556 | 556 | — | $126.42万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $126.65万 | 0.04% | 54,030 | 29,131 | 117.0% | $68.28万 | 加仓 |
| XSMO | INVESCO S&P | $126.80万 | 0.04% | 13,543 | 208 | 1.6% | $1.95万 | 加仓 |
| CNEQ | ALGER CONCENTRATED | $128.15万 | 0.04% | 31,052 | -847 | -2.7% | -$3.50万 | 减仓 |
| — | ALGER MID | $128.25万 | 0.04% | 51,678 | -6,777 | -11.6% | -$16.82万 | 减仓 |
| EMB | ISHARES TR | $128.75万 | 0.04% | 13,350 | -558 | -4.0% | -$5.38万 | 减仓 |
| XME | STATE STREET | $128.90万 | 0.04% | 12,055 | 556 | 4.8% | $5.95万 | 加仓 |
| ADM | ARCHER DANIELS | $129.22万 | 0.04% | 16,914 | 1,000 | 6.3% | $7.64万 | 加仓 |
| IEI | ISHARES 3-7YR | $129.24万 | 0.04% | 11,004 | 1,938 | 21.4% | $22.76万 | 加仓 |
| SPYX | STATE STREET | $129.55万 | 0.04% | 21,202 | 70 | 0.3% | $4,277 | 加仓 |
| FTA | FIRST TRUST | $129.91万 | 0.04% | 13,421 | -589 | -4.2% | -$5.70万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $130.72万 | 0.04% | 6,900 | -36 | -0.5% | -$6,820 | 减仓 |
| GWW | GRAINGER W W | $130.88万 | 0.04% | 962 | 2 | 0.2% | $2,721 | 加仓 |
| CALF | PACER U S | $132.51万 | 0.04% | 26,182 | -2,584 | -9.0% | -$13.08万 | 减仓 |
| DUK | DUKE ENERGY | $132.65万 | 0.04% | 10,480 | 68 | 0.7% | $8,607 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $133.89万 | 0.04% | 5,744 | 102 | 1.8% | $2.38万 | 加仓 |
| IJK | ISHARES S&P | $134.06万 | 0.04% | 11,409 | 21 | 0.2% | $2,468 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $135.00万 | 0.04% | 60,894 | -49 | -0.1% | -$1,086 | 减仓 |
| GSEW | GOLDMAN SACHS | $135.35万 | 0.04% | 14,335 | 2,406 | 20.2% | $22.72万 | 加仓 |
| DIVI | FRANKLIN INTL | $135.42万 | 0.04% | 31,700 | 11,969 | 60.7% | $51.13万 | 加仓 |
| FIXD | FIRST TRUST | $135.71万 | 0.04% | 31,119 | -11,182 | -26.4% | -$48.77万 | 减仓 |
| NKE | NIKE INC | $135.87万 | 0.04% | 33,099 | 69 | 0.2% | $2,832 | 加仓 |
| HCA | HCA HEALTHCARE | $135.93万 | 0.04% | 3,486 | -19 | -0.5% | -$7,409 | 减仓 |
| CGSD | CAPITAL GROUP | $136.01万 | 0.04% | 52,860 | -1,466 | -2.7% | -$3.77万 | 减仓 |
| PRF | INVESCO FTSE | $136.14万 | 0.04% | 25,196 | 773 | 3.2% | $4.18万 | 加仓 |
| ARCC | ARES CAPITAL | $136.34万 | 0.04% | 73,575 | -3,382 | -4.4% | -$6.27万 | 减仓 |
| SCHO | SCHWAB SHORT | $136.37万 | 0.04% | 56,491 | -7,431 | -11.6% | -$17.94万 | 减仓 |
| PDI | PIMCO DYNAMIC | $136.83万 | 0.04% | 81,936 | 3,595 | 4.6% | $6.00万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS | $136.94万 | 0.04% | 3,800 | 19 | 0.5% | $6,847 | 加仓 |
| RPM | RPM INTL INC | $137.58万 | 0.04% | 12,378 | -74 | -0.6% | -$8,225 | 减仓 |
| AIQ | GLOBAL X | $139.11万 | 0.05% | 21,202 | 10 | 0.0% | $656 | 加仓 |
| GRID | FIRST TRUST | $139.29万 | 0.05% | 7,264 | 2,053 | 39.4% | $39.37万 | 加仓 |
| PWV | INVESCO LARGE | $140.25万 | 0.05% | 18,510 | 1,000 | 5.7% | $7.58万 | 加仓 |
| NOC | NORTHROP GRUMMAN | $141.06万 | 0.05% | 2,769 | -1,906 | -40.8% | -$97.10万 | 减仓 |
| FTGS | FIRST TRUST | $141.42万 | 0.05% | 38,220 | -289 | -0.8% | -$1.07万 | 减仓 |
| AFL | AFLAC INC | $141.43万 | 0.05% | 12,062 | 181 | 1.5% | $2.12万 | 加仓 |
| APH | AMPHENOL CORP | $142.69万 | 0.05% | 8,093 | 225 | 2.9% | $3.97万 | 加仓 |
| BE | BLOOM ENERGY | $144.03万 | 0.05% | 4,758 | 154 | 3.3% | $4.66万 | 加仓 |
| BUFQ | FIRST TRUST | $144.16万 | 0.05% | 36,710 | 595 | 1.6% | $2.34万 | 加仓 |
| NULG | NUVEEN ESG | $144.42万 | 0.05% | 12,337 | 1,215 | 10.9% | $14.22万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $145.59万 | 0.05% | 33,773 | -21,291 | -38.7% | -$91.78万 | 减仓 |
| ELV | ELEVANCE HEALTH | $146.44万 | 0.05% | 3,786 | 48 | 1.3% | $1.86万 | 加仓 |
| PFF | ISHARES PFD | $146.65万 | 0.05% | 48,098 | 6,078 | 14.5% | $18.53万 | 加仓 |
| ASTS | AST SPACEMOBILE | $146.81万 | 0.05% | 16,521 | 6,560 | 65.9% | $58.29万 | 加仓 |
| XEL | XCEL ENERGY | $146.96万 | 0.05% | 18,302 | -544 | -2.9% | -$4.37万 | 减仓 |
| GPIQ | GOLDMAN SACHS | $147.18万 | 0.05% | 24,816 | 1,878 | 8.2% | $11.14万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $149.21万 | 0.05% | 9,814 | 180 | 1.9% | $2.74万 | 加仓 |
| COF | CAPITAL ONE | $149.73万 | 0.05% | 7,463 | 118 | 1.6% | $2.37万 | 加仓 |
| FDN | FIRST TRUST | $150.33万 | 0.05% | 5,679 | -152 | -2.6% | -$4.02万 | 减仓 |
| HYG | ISHARES IBOXX | $151.92万 | 0.05% | 18,996 | -175 | -0.9% | -$1.40万 | 减仓 |
| CRM | SALESFORCE INC | $153.45万 | 0.05% | 9,795 | -4,868 | -33.2% | -$76.26万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $154.74万 | 0.05% | 22,823 | 13 | 0.1% | $881 | 加仓 |
| XSOE | WISDOMTREE EMERGING | $155.77万 | 0.05% | 31,673 | 14,371 | 83.1% | $70.68万 | 加仓 |
| GOVT | ISHARES TR | $156.15万 | 0.05% | 68,549 | 14,986 | 28.0% | $34.14万 | 加仓 |
| CGMU | CAPITAL GROUP | $157.89万 | 0.05% | 57,477 | -2,028 | -3.4% | -$5.57万 | 减仓 |
| IXUS | ISHARES CORE | $158.42万 | 0.05% | 16,599 | 1,053 | 6.8% | $10.05万 | 加仓 |