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
CGGO CAPITAL GROUP $159.02万0.05%37,566 9482.6% $4.01万 加仓
VGK VANGUARD FTSE $159.52万0.05%18,016 -230-1.3% -$2.04万 减仓
BLOK AMPLIFY BLOCKCHAIN $159.78万0.05%25,512 2140.8% $1.34万 加仓
FV FIRST TRUST $160.54万0.05%21,157 1380.7% $1.05万 加仓
MDT MEDTRONIC PLC $161.88万0.05%20,693 3111.5% $2.43万 加仓
BINC ISHARES FLEXIBLE $162.58万0.05%31,062 9,29342.7% $48.64万 加仓
PGR PROGRESSIVE CORP $162.60万0.05%7,443 -147-1.9% -$3.21万 减仓
BUFZ FIRST TRUST $162.76万0.05%58,273 25,93780.2% $72.44万 加仓
ESGD ISHARES ESG $163.20万0.05%15,874 4,32537.4% $44.46万 加仓
SLYG STATE STREET $164.75万0.05%13,829 -7,816-36.1% -$93.11万 减仓
FCNCA FIRST CITIZENS $165.01万0.05%793 00.0% — 不变
CPAI COUNTERPOINT QUANTITATIV $166.59万0.05%32,061 32,061— $166.59万 新建仓
ET ENERGY TRANSFER $166.86万0.05%87,271 9431.1% $1.80万 加仓
FDL FIRST TRUST $167.33万0.05%34,388 2,0656.4% $10.05万 加仓
ED CONSOLIDATED EDISON $167.48万0.05%15,139 2251.5% $2.49万 加仓
MUB ISHARES NATIONAL $167.56万0.05%15,570 3,86533.0% $41.59万 加仓
VNQ VANGUARD INDEX FDS $167.99万0.05%17,421 -2,439-12.3% -$23.52万 减仓
CINF CINCINNATI FINL $168.09万0.05%9,079 -180-1.9% -$3.33万 减仓
CGBL CAPITAL GROUP $168.36万0.06%44,351 4781.1% $1.81万 加仓
VOOG VANGUARD ADMIRAL FDS INC $168.51万0.06%20,396 1,6708.9% $13.80万 加仓
MINT PIMCO EHNANCED $169.12万0.06%16,776 3,29324.4% $33.20万 加仓
BNY BANK NEW YORK $169.91万0.06%11,750 -111-0.9% -$1.61万 减仓
JMTG JPMORGAN MORTGAE $171.76万0.06%33,891 1,6465.1% $8.34万 加仓
C CITIGROUP INC $171.86万0.06%12,279 -214-1.7% -$3.00万 减仓
FYLD CAMBRIA ETF TR $172.00万0.06%47,137 47,137— $172.00万 新建仓
— VIRTUS ETF TR II $172.72万0.06%74,675 74,675— $172.72万 新建仓
URI UNITED RENTALS INC $172.79万0.06%1,525 1148.1% $12.92万 加仓
AUSF GLOBAL X $173.75万0.06%35,560 4,73515.4% $23.14万 加仓
JBL JABIL INC $173.88万0.06%4,511 -507-10.1% -$19.54万 减仓
WM WASTE MANAGEMENT $175.07万0.06%7,855 4045.4% $9.00万 加仓
RAAX VANECK REAL $175.38万0.06%44,211 34,109337.6% $135.31万 加仓
IGF ISHARES GLOBAL $175.50万0.06%26,351 -10,803-29.1% -$71.95万 减仓
EQIX EQUINIX INC $176.80万0.06%1,696 513.1% $5.32万 加仓
CSX CSX CORP $176.97万0.06%37,233 -435-1.2% -$2.07万 减仓
COHR COHERENT CORP $178.54万0.06%4,526 -50-1.1% -$1.97万 减仓
WINN HARBOR LONG $178.89万0.06%55,095 -60-0.1% -$1,948 减仓
CMCSA COMCAST CORP $179.89万0.06%73,274 1,4462.0% $3.55万 加仓
EYLD CAMBRIA ETF TR $180.68万0.06%39,789 5911.5% $2.68万 加仓
WAB WABTEC $183.17万0.06%6,794 -29-0.4% -$7,819 减仓
BPRE BLUEROCK PRIVATE $186.32万0.06%143,212 -3,905-2.7% -$5.08万 减仓
LOW LOWES COMPANIES $186.40万0.06%8,454 -1,026-10.8% -$22.62万 减仓
FMB FIRST TRUST $187.13万0.06%36,430 -7,541-17.1% -$38.74万 减仓
SHYG ISHARES $187.76万0.06%44,272 -2,011-4.3% -$8.53万 减仓
VYMI VANGUARD INTL $187.81万0.06%19,125 1,0735.9% $10.54万 加仓
ASML ASML HOLDING $188.37万0.06%947 313.4% $6.17万 加仓
VXUS VANGUARD TOTAL $189.38万0.06%22,153 1,3086.3% $11.18万 加仓
BSV VANGUARD BD INDEX FDS $190.07万0.06%24,396 8933.8% $6.96万 加仓
FTGC FIRST TRUST $190.15万0.06%70,295 -272-0.4% -$7,358 减仓
MS MORGAN STANLEY $190.20万0.06%9,099 -164-1.8% -$3.43万 减仓
RWJ INVESCO S&P $190.32万0.06%31,987 2070.7% $1.23万 加仓
OMFL INVESCO RUSSELL $190.72万0.06%27,827 -1,752-5.9% -$12.01万 减仓
IQDG WISDOMTREE INTL $191.99万0.06%44,567 1,4143.3% $6.09万 加仓
NEM NEWMONT CORP $194.51万0.06%20,826 1,95210.3% $18.23万 加仓
CMI CUMMINS INC $196.02万0.06%2,749 451.7% $3.21万 加仓
— FIRST TR EXCHNG TRADED FD VI $196.10万0.06%91,594 -8,026-8.1% -$17.18万 减仓
AEP AMERICAN ELECTRIC $196.60万0.06%14,370 1030.7% $1.41万 加仓
IDEF ISHARES DEFENSE $198.44万0.06%62,442 28,91186.2% $91.88万 加仓
PFE PFIZER INC $198.65万0.06%82,496 4,5635.9% $10.99万 加仓
XMMO INVESCO S&P $199.80万0.07%11,744 2682.3% $4.56万 加仓
MGK VANGUARD MEGA $201.24万0.07%22,891 -8,139-26.2% -$71.55万 减仓
VMBS VANGUARD MORTGAGE $202.88万0.07%43,341 6,18016.6% $28.93万 加仓
ENB ENBRIDGE INC $202.98万0.07%37,443 1,2533.5% $6.79万 加仓
IWP ISHARES RUSSELL $203.24万0.07%13,882 -890-6.0% -$13.03万 减仓
FNDF SCHWAB FUNDAMENTAL $203.59万0.07%38,588 2,5937.2% $13.68万 加仓
PLD PROLOGIS INC $205.02万0.07%15,134 8,165117.2% $110.61万 加仓
EFV ISHARES MSCI $206.63万0.07%26,993 2,68511.0% $20.55万 加仓
FLRN SPDR SERIES TRUST $207.27万0.07%67,186 -2,041-2.9% -$6.30万 减仓
CIBR FIRST TRUST $211.20万0.07%23,506 3,41317.0% $30.67万 加仓
PTLC PACER TRENDPILOT $211.82万0.07%36,357 -2,136-5.5% -$12.44万 减仓
VGIT VANGUARD SCOTTSDALE FDS $212.20万0.07%35,978 -5,541-13.3% -$32.68万 减仓
FTXL FIRST TRUST $212.63万0.07%7,462 -271-3.5% -$7.72万 减仓
MCK MCKESSON CORP $212.90万0.07%2,818 190.7% $1.44万 加仓
SHV ISHARES 0-1 $214.17万0.07%19,408 -4,684-19.4% -$51.69万 减仓
EVLN MORGAN STANLEY ETF TRUST $216.55万0.07%44,646 2,5716.1% $12.47万 加仓
RDVI FIRST TRUST $220.30万0.07%74,930 3,3504.7% $9.85万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $222.17万0.07%48,245 2,6735.9% $12.31万 加仓
PEP PEPSICO INC $224.55万0.07%16,584 3572.2% $4.83万 加仓
SO SOUTHERN COMPANY $224.77万0.07%23,485 -97-0.4% -$9,284 减仓
SPCX SPACE EXPLORATION $226.46万0.07%13,254 13,254— $226.46万 新建仓
JSMD JANUS DETROIT STR TR $227.88万0.07%22,509 6,92244.4% $70.08万 加仓
T AT&T INC $228.64万0.07%110,454 -4,413-3.8% -$9.13万 减仓
IAGG ISHARES CORE $229.01万0.07%45,258 2,3285.4% $11.78万 加仓
SPSB STATE STREET $230.86万0.08%76,929 -18,418-19.3% -$55.27万 减仓
XLU STATE STREET $231.14万0.08%50,979 -7,051-12.2% -$31.97万 减仓
QQA INVESCO QQQ $231.33万0.08%40,138 3,2688.9% $18.83万 加仓
IWY ISHARES RUSSELL $232.55万0.08%8,002 -831-9.4% -$24.15万 减仓
DOL WISDOMTREE TRUE $233.12万0.08%31,348 2,2597.8% $16.80万 加仓
IUSV ISHARES CORE $233.15万0.08%21,166 1400.7% $1.54万 加仓
BUFD FIRST TRUST $233.72万0.08%78,640 18,07129.8% $53.71万 加仓
HYLS FIRST TRUST $234.17万0.08%57,607 3,2366.0% $13.15万 加仓
BKLN INVESCO SENIOR $237.02万0.08%116,355 87,780307.2% $178.81万 加仓
BA BOEING COMPANY $238.87万0.08%11,034 500.5% $1.08万 加仓
— BITWISE 10 $239.03万0.08%63,604 -3,112-4.7% -$11.69万 减仓
FLOT ISHARES FLOATING $239.12万0.08%46,840 22,81394.9% $116.46万 加仓
COWZ PACER US $241.36万0.08%38,804 -2,566-6.2% -$15.96万 减仓
SBUX STARBUCKS CORP $241.95万0.08%23,676 10.0% $102 加仓
SCHB SCHWAB US $246.38万0.08%85,075 -18,823-18.1% -$54.51万 减仓
ABT ABBOTT LABORATORIES $246.41万0.08%27,156 -138-0.5% -$1.25万 减仓
XLY SELECT SECTOR SPDR TR $247.07万0.08%21,067 -444-2.1% -$5.21万 减仓
RTX RTX CORP $247.91万0.08%13,067 -5,430-29.4% -$103.02万 减仓