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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $176.12万 | 0.07% | 35,995 | 26,896 | 295.6% | $131.60万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $176.16万 | 0.07% | 19,860 | -7,215 | -26.6% | -$64.00万 | 减仓 |
| MDT | MEDTRONIC PLC | $176.61万 | 0.07% | 20,382 | 14,891 | 271.2% | $129.03万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $177.56万 | 0.07% | 30,520 | 10,064 | 49.2% | $58.55万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $177.83万 | 0.07% | 29,579 | 1,889 | 6.8% | $11.36万 | 加仓 |
| EFV | ISHARES TR | $180.73万 | 0.07% | 24,308 | 6,718 | 38.2% | $49.95万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $182.89万 | 0.07% | 71,580 | 12,616 | 21.4% | $32.23万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $183.90万 | 0.07% | 36,870 | 4,360 | 13.4% | $21.75万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $184.29万 | 0.07% | 49,739 | 49,739 | — | $184.29万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $184.29万 | 0.07% | 23,503 | 10,173 | 76.3% | $79.77万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $184.39万 | 0.07% | 42,301 | -7,394 | -14.9% | -$32.23万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $187.02万 | 0.07% | 14,267 | 6,902 | 93.7% | $90.47万 | 加仓 |
| IWP | ISHARES TR | $189.25万 | 0.07% | 14,772 | -10,677 | -42.0% | -$136.79万 | 减仓 |
| SOXX | ISHARES TR | $191.92万 | 0.07% | 5,840 | 261 | 4.7% | $8.58万 | 加仓 |
| SHYG | ISHARES TR | $195.82万 | 0.07% | 46,283 | 46,283 | — | $195.82万 | 新建仓 |
| ENB | ENBRIDGE INC | $195.93万 | 0.07% | 36,190 | 28,091 | 346.8% | $152.08万 | 加仓 |
| DOL | WISDOMTREE TR | $197.76万 | 0.07% | 29,089 | 8,379 | 40.5% | $56.97万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $199.44万 | 0.08% | 55,064 | 32,223 | 141.1% | $116.71万 | 加仓 |
| PTLC | PACER FDS TR | $201.94万 | 0.08% | 38,493 | -46,342 | -54.6% | -$243.11万 | 减仓 |
| EZU | ISHARES INC | $202.37万 | 0.08% | 32,307 | 32,307 | — | $202.37万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $202.60万 | 0.08% | 70,567 | 1,068 | 1.5% | $3.07万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $202.72万 | 0.08% | 42,075 | 42,075 | — | $202.72万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $202.89万 | 0.08% | 7,988 | 5,154 | 181.9% | $130.91万 | 加仓 |
| NEM | NEWMONT CORP | $204.31万 | 0.08% | 18,874 | -4,133 | -18.0% | -$44.74万 | 减仓 |
| NOW | SERVICENOW INC | $205.54万 | 0.08% | 19,660 | 5,167 | 35.7% | $54.02万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $206.22万 | 0.08% | 71,828 | 58,049 | 421.3% | $166.66万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $207.43万 | 0.08% | 99,620 | 99,620 | — | $207.43万 | 新建仓 |
| BX | BLACKSTONE INC | $208.89万 | 0.08% | 18,167 | -3,311 | -15.4% | -$38.07万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $209.14万 | 0.08% | 21,645 | 1,074 | 5.2% | $10.38万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $209.95万 | 0.08% | 45,572 | 45,572 | — | $209.95万 | 新建仓 |
| SBUX | STARBUCKS CORP | $212.11万 | 0.08% | 23,675 | 12,917 | 120.1% | $115.73万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $213.08万 | 0.08% | 69,227 | 40,323 | 139.5% | $124.11万 | 加仓 |
| IAGG | ISHARES TR | $214.82万 | 0.08% | 42,930 | 37,762 | 730.7% | $188.96万 | 加仓 |
| IUSV | ISHARES TR | $214.99万 | 0.08% | 21,026 | 397 | 1.9% | $4.06万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $215.61万 | 0.08% | 10,091 | 7,139 | 241.8% | $152.53万 | 加仓 |
| BA | BOEING CO | $218.63万 | 0.08% | 10,984 | 2,648 | 31.8% | $52.71万 | 加仓 |
| PFE | PFIZER INC | $218.84万 | 0.08% | 77,933 | 15,748 | 25.3% | $44.22万 | 加仓 |
| TXN | TEXAS INSTRS INC | $219.38万 | 0.08% | 11,300 | 6,931 | 158.6% | $134.56万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $219.65万 | 0.08% | 19,883 | 17,065 | 605.6% | $188.52万 | 加仓 |
| IWY | ISHARES TR | $219.79万 | 0.08% | 8,833 | 595 | 7.2% | $14.81万 | 加仓 |
| ORCL | ORACLE CORP | $219.95万 | 0.08% | 14,951 | 5,444 | 57.3% | $80.09万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $220.58万 | 0.08% | 54,371 | 42,984 | 377.5% | $174.39万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $221.51万 | 0.08% | 30,081 | -1,731 | -5.4% | -$12.75万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $222.76万 | 0.08% | 43,971 | 3,925 | 9.8% | $19.88万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $223.03万 | 0.08% | 17,389 | 1,732 | 11.1% | $22.21万 | 加仓 |
| LOW | LOWES COS INC | $224.00万 | 0.08% | 9,480 | 983 | 11.6% | $23.23万 | 加仓 |
| MO | ALTRIA GROUP INC | $227.03万 | 0.09% | 34,404 | 3,627 | 11.8% | $23.93万 | 加仓 |
| SO | SOUTHERN CO | $227.62万 | 0.09% | 23,582 | 8,069 | 52.0% | $77.88万 | 加仓 |
| MMM | 3M CO | $228.55万 | 0.09% | 15,737 | 4,381 | 38.6% | $63.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $229.95万 | 0.09% | 2,718 | 1,503 | 123.7% | $127.16万 | 加仓 |
| — | SPDR SERIES TRUST | $230.77万 | 0.09% | 8,236 | -1 | -0.0% | -$280 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $233.91万 | 0.09% | 12,188 | 2,600 | 27.1% | $49.90万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $234.44万 | 0.09% | 21,511 | 6,177 | 40.3% | $67.32万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $236.98万 | 0.09% | 47,358 | 8,554 | 22.0% | $42.80万 | 加仓 |
| INTF | ISHARES TR | $239.20万 | 0.09% | 61,396 | 994 | 1.6% | $3.87万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $239.27万 | 0.09% | 11,626 | -10 | -0.1% | -$2,058 | 减仓 |
| MCK | MCKESSON CORP | $242.24万 | 0.09% | 2,799 | -49 | -1.7% | -$4.24万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $244.36万 | 0.09% | 147,117 | -7,251 | -4.7% | -$12.04万 | 减仓 |
| USB | US BANCORP | $245.59万 | 0.09% | 47,219 | 9,998 | 26.9% | $52.00万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $247.24万 | 0.09% | 41,519 | 41,519 | — | $247.24万 | 新建仓 |
| EME | EMCOR GROUP INC | $247.41万 | 0.09% | 3,351 | 429 | 14.7% | $31.67万 | 加仓 |
| VB | VANGUARD INDEX FDS | $247.82万 | 0.09% | 9,461 | 382 | 4.2% | $10.01万 | 加仓 |
| IGF | ISHARES TR | $248.93万 | 0.09% | 37,154 | 28,073 | 309.1% | $188.09万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $250.18万 | 0.09% | 33,031 | -1,171 | -3.4% | -$8.87万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $251.46万 | 0.10% | 24,327 | -3,426 | -12.3% | -$35.41万 | 减仓 |
| FEGE | RBB FUND TRUST | $251.62万 | 0.10% | 53,535 | 53,535 | — | $251.62万 | 新建仓 |
| PEP | PEPSICO INC | $251.99万 | 0.10% | 16,227 | 2,862 | 21.4% | $44.44万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $254.18万 | 0.10% | 20,702 | 5,037 | 32.2% | $61.84万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $255.57万 | 0.10% | 71,808 | 12,947 | 22.0% | $46.08万 | 加仓 |
| MBB | ISHARES TR | $255.70万 | 0.10% | 26,930 | 483 | 1.8% | $4.59万 | 加仓 |
| UNP | UNION PAC CORP | $256.44万 | 0.10% | 10,570 | 6,849 | 184.1% | $166.16万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $257.01万 | 0.10% | 51,964 | 51,964 | — | $257.01万 | 新建仓 |
| HYFI | AB ACTIVE ETFS INC | $257.04万 | 0.10% | 69,115 | 44,492 | 180.7% | $165.47万 | 加仓 |
| COWZ | PACER FDS TR | $258.81万 | 0.10% | 41,370 | -7,677 | -15.7% | -$48.03万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $260.78万 | 0.10% | 103,898 | 40,608 | 64.2% | $101.93万 | 加仓 |
| DBEF | DBX ETF TR | $260.80万 | 0.10% | 52,792 | 46,501 | 739.2% | $229.72万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $261.91万 | 0.10% | 33,040 | 21,999 | 199.2% | $174.39万 | 加仓 |
| FLRG | FIDELITY COVINGTON TRUST | $265.02万 | 0.10% | 72,037 | 72,037 | — | $265.02万 | 新建仓 |
| SHV | ISHARES TR | $265.96万 | 0.10% | 24,092 | 19,421 | 415.8% | $214.40万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $266.30万 | 0.10% | 58,030 | 10,079 | 21.0% | $46.25万 | 加仓 |
| NLR | VANECK ETF TRUST | $269.18万 | 0.10% | 20,211 | 8,387 | 70.9% | $111.70万 | 加仓 |
| PAVE | GLOBAL X FDS | $269.29万 | 0.10% | 53,000 | 13,844 | 35.4% | $70.34万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $271.18万 | 0.10% | 50,433 | 2,555 | 5.3% | $13.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $271.79万 | 0.10% | 11,213 | 3,409 | 43.7% | $82.63万 | 加仓 |
| CRM | SALESFORCE INC | $273.72万 | 0.10% | 14,663 | 4,799 | 48.7% | $89.59万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $276.69万 | 0.10% | 17,950 | -822 | -4.4% | -$12.67万 | 减仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $276.82万 | 0.10% | 134,126 | 134,126 | — | $276.82万 | 新建仓 |
| PSX | PHILLIPS 66 | $276.94万 | 0.10% | 15,202 | 10,826 | 247.4% | $197.22万 | 加仓 |
| IXN | ISHARES TR | $277.29万 | 0.11% | 27,738 | 1,975 | 7.7% | $19.74万 | 加仓 |
| SYK | STRYKER CORPORATION | $279.09万 | 0.11% | 8,493 | 2,115 | 33.2% | $69.50万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $279.97万 | 0.11% | 50,427 | 27,466 | 119.6% | $152.49万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $280.23万 | 0.11% | 27,294 | 10,920 | 66.7% | $112.12万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $281.01万 | 0.11% | 50,011 | -552 | -1.1% | -$3.10万 | 减仓 |
| DIS | DISNEY WALT CO | $285.68万 | 0.11% | 29,642 | 14,609 | 97.2% | $140.80万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $286.71万 | 0.11% | 95,347 | 22,861 | 31.5% | $68.74万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $286.79万 | 0.11% | 97,252 | 14,271 | 17.2% | $42.08万 | 加仓 |
| SPGI | S&P GLOBAL INC | $287.59万 | 0.11% | 6,761 | 1,567 | 30.2% | $66.65万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $288.10万 | 0.11% | 26,265 | 104 | 0.4% | $1.14万 | 加仓 |
| IFRA | ISHARES TR | $288.12万 | 0.11% | 50,371 | 23,080 | 84.6% | $132.02万 | 加仓 |
| IONQ | IONQ INC 看涨期权 | $288.30万 | 0.11% | 100,000 | 100,000 | — | $288.30万 | 新建仓 |