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 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $290.90万 | 0.11% | 5,918 | 1,424 | 31.7% | $70.00万 | 加仓 |
| IEF | ISHARES TR | $292.44万 | 0.11% | 30,641 | 654 | 2.2% | $6.24万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $293.89万 | 0.11% | 9,716 | 1,287 | 15.3% | $38.93万 | 加仓 |
| VPU | VANGUARD WORLD FD | $294.05万 | 0.11% | 14,841 | -1,187 | -7.4% | -$23.52万 | 减仓 |
| IWF | ISHARES TR | $295.00万 | 0.11% | 26,101 | 1,724 | 7.1% | $19.48万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $296.04万 | 0.11% | 31,740 | 1,178 | 3.9% | $10.99万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $296.54万 | 0.11% | 18,672 | -35 | -0.2% | -$5,558 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $297.60万 | 0.11% | 66,716 | 9,326 | 16.3% | $41.60万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $302.48万 | 0.11% | 3,379 | -24 | -0.7% | -$2.15万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $302.89万 | 0.11% | 55,526 | -103,854 | -65.2% | -$566.52万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $309.87万 | 0.12% | 42,366 | 1,720 | 4.2% | $12.58万 | 加仓 |
| IYW | ISHARES TR | $311.58万 | 0.12% | 17,175 | 3,539 | 26.0% | $64.20万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $313.51万 | 0.12% | 10,372 | -310 | -2.9% | -$9.37万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $316.21万 | 0.12% | 38,572 | 6,797 | 21.4% | $55.72万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $318.95万 | 0.12% | 4,675 | 1,639 | 54.0% | $111.82万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $319.12万 | 0.12% | 19,258 | 6,106 | 46.4% | $101.18万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $321.74万 | 0.12% | 94,712 | -256 | -0.3% | -$8,696 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $323.30万 | 0.12% | 30,131 | 6,189 | 25.8% | $66.41万 | 加仓 |
| DVY | ISHARES TR | $323.84万 | 0.12% | 21,389 | -367 | -1.7% | -$5.56万 | 减仓 |
| CLOI | VANECK ETF TRUST | $323.98万 | 0.12% | 61,476 | 28,172 | 84.6% | $148.47万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $324.85万 | 0.12% | 98,589 | 48,462 | 96.7% | $159.68万 | 加仓 |
| PTNQ | PACER FDS TR | $325.19万 | 0.12% | 44,571 | 363 | 0.8% | $2.65万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $327.93万 | 0.12% | 20,454 | 5,074 | 33.0% | $81.35万 | 加仓 |
| BOND | PIMCO ETF TR | $328.94万 | 0.12% | 35,646 | 35,646 | — | $328.94万 | 新建仓 |
| — | ETF SER SOLUTIONS | $329.32万 | 0.12% | 88,458 | 7,579 | 9.4% | $28.22万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $330.22万 | 0.13% | 104,598 | 62,134 | 146.3% | $196.16万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $330.51万 | 0.13% | 45,949 | 4,331 | 10.4% | $31.15万 | 加仓 |
| T | AT&T INC | $333.00万 | 0.13% | 114,867 | 14,513 | 14.5% | $42.07万 | 加仓 |
| IUSB | ISHARES TR | $333.39万 | 0.13% | 72,177 | 8,122 | 12.7% | $37.52万 | 加仓 |
| LIN | LINDE PLC | $334.49万 | 0.13% | 6,747 | 562 | 9.1% | $27.86万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $335.63万 | 0.13% | 5,554 | 1,175 | 26.8% | $71.01万 | 加仓 |
| SDY | SPDR SERIES TRUST | $337.60万 | 0.13% | 23,133 | 1,762 | 8.2% | $25.71万 | 加仓 |
| COP | CONOCOPHILLIPS | $337.91万 | 0.13% | 25,599 | 6,940 | 37.2% | $91.61万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $338.76万 | 0.13% | 121,637 | 77,067 | 172.9% | $214.63万 | 加仓 |
| XYLD | GLOBAL X FDS | $340.14万 | 0.13% | 86,925 | 77,906 | 863.8% | $304.85万 | 加仓 |
| CTAS | CINTAS CORP | $340.64万 | 0.13% | 20,139 | -2,745 | -12.0% | -$46.43万 | 减仓 |
| GLDM | WORLD GOLD TR | $341.02万 | 0.13% | 36,791 | -339 | -0.9% | -$3.14万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $346.15万 | 0.13% | 114,544 | 3,567 | 3.2% | $10.78万 | 加仓 |
| IUSG | ISHARES TR | $349.37万 | 0.13% | 22,524 | 983 | 4.6% | $15.25万 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $349.97万 | 0.13% | 84,964 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $350.22万 | 0.13% | 42,415 | 34,793 | 456.5% | $287.28万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $352.21万 | 0.13% | 45,635 | 41,788 | 1,086.2% | $322.52万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $352.26万 | 0.13% | 29,514 | 2,071 | 7.5% | $24.72万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $352.76万 | 0.13% | 37,980 | 11,732 | 44.7% | $108.97万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $355.48万 | 0.13% | 135,369 | 14,005 | 11.5% | $36.78万 | 加仓 |
| RTX | RTX CORPORATION | $356.81万 | 0.14% | 18,497 | 2,882 | 18.5% | $55.59万 | 加仓 |
| BILS | SPDR SERIES TRUST | $358.67万 | 0.14% | 36,069 | 2,564 | 7.7% | $25.50万 | 加仓 |
| AMGN | AMGEN INC | $359.13万 | 0.14% | 10,207 | 5,910 | 137.5% | $207.94万 | 加仓 |
| VGT | VANGUARD WORLD FD | $359.60万 | 0.14% | 20,460 | 3,729 | 22.3% | $65.54万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $361.77万 | 0.14% | 72,629 | 62,436 | 612.5% | $310.99万 | 加仓 |
| TJX | TJX COS INC NEW | $367.19万 | 0.14% | 22,993 | 98 | 0.4% | $1.57万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $367.63万 | 0.14% | 150,731 | -3,656 | -2.4% | -$8.92万 | 减仓 |
| IWD | ISHARES TR | $368.20万 | 0.14% | 17,232 | 1,463 | 9.3% | $31.26万 | 加仓 |
| CME | CME GROUP INC | $368.83万 | 0.14% | 12,488 | 11,673 | 1,432.3% | $344.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $372.58万 | 0.14% | 13,769 | 5,232 | 61.3% | $141.57万 | 加仓 |
| MOAT | VANECK ETF TRUST | $372.79万 | 0.14% | 38,551 | -4,097 | -9.6% | -$39.62万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $373.97万 | 0.14% | 125,832 | 89,521 | 246.5% | $266.06万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $374.54万 | 0.14% | 167,656 | 40,583 | 31.9% | $90.66万 | 加仓 |
| TRFK | PACER FDS TR | $381.27万 | 0.14% | 61,258 | -824 | -1.3% | -$5.13万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $384.40万 | 0.15% | 144,457 | 136,076 | 1,623.6% | $362.10万 | 加仓 |
| MRK | MERCK & CO INC | $384.66万 | 0.15% | 31,978 | 9,739 | 43.8% | $117.15万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $384.67万 | 0.15% | 84,506 | 34,450 | 68.8% | $156.82万 | 加仓 |
| PULS | PGIM ETF TR | $386.10万 | 0.15% | 78,000 | 37,969 | 94.8% | $187.95万 | 加仓 |
| TMFC | RBB FD INC | $386.28万 | 0.15% | 58,553 | 512 | 0.9% | $3.38万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $387.87万 | 0.15% | 9,935 | -174 | -1.7% | -$6.79万 | 减仓 |
| IVE | ISHARES TR | $388.28万 | 0.15% | 18,389 | 2,091 | 12.8% | $44.15万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $388.69万 | 0.15% | 19,107 | 4,962 | 35.1% | $100.94万 | 加仓 |
| SLV | ISHARES SILVER TR | $407.85万 | 0.15% | 59,855 | -8,352 | -12.2% | -$56.91万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $410.87万 | 0.16% | 67,004 | -273 | -0.4% | -$1.67万 | 减仓 |
| GLW | CORNING INC | $411.01万 | 0.16% | 30,229 | 4,417 | 17.1% | $60.06万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $415.26万 | 0.16% | 92,692 | 72,984 | 370.3% | $326.97万 | 加仓 |
| ETN | EATON CORP PLC | $417.58万 | 0.16% | 11,675 | 5,953 | 104.0% | $212.92万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $419.72万 | 0.16% | 102,797 | 11,481 | 12.6% | $46.88万 | 加仓 |
| IWM | ISHARES TR | $420.83万 | 0.16% | 16,969 | 5,497 | 47.9% | $136.33万 | 加仓 |
| AGG | ISHARES TR | $422.69万 | 0.16% | 42,580 | 4,392 | 11.5% | $43.60万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $423.76万 | 0.16% | 189,261 | -3,653 | -1.9% | -$8.18万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $426.56万 | 0.16% | 9,209 | -6 | -0.1% | -$2,779 | 减仓 |
| USFR | WISDOMTREE TR | $430.91万 | 0.16% | 85,600 | -15,765 | -15.6% | -$79.36万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $438.04万 | 0.17% | 61,050 | 12,845 | 26.6% | $92.16万 | 加仓 |
| MTUM | ISHARES TR | $438.28万 | 0.17% | 18,263 | 3,810 | 26.4% | $91.43万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $443.50万 | 0.17% | 249,857 | -23,892 | -8.7% | -$42.41万 | 减仓 |
| AOM | ISHARES TR | $451.30万 | 0.17% | 95,271 | 1,820 | 1.9% | $8.62万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $452.69万 | 0.17% | 9,820 | 4,479 | 83.9% | $206.48万 | 加仓 |
| PYLD | PIMCO ETF TR | $453.74万 | 0.17% | 173,183 | 84,825 | 96.0% | $222.24万 | 加仓 |
| WTV | WISDOMTREE TR | $462.18万 | 0.18% | 48,789 | 24,344 | 99.6% | $230.61万 | 加仓 |
| IHDG | WISDOMTREE TR | $462.25万 | 0.18% | 96,003 | -4,043 | -4.0% | -$19.47万 | 减仓 |
| BAC | BANK AMERICA CORP | $474.49万 | 0.18% | 97,332 | 6,085 | 6.7% | $29.66万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $483.38万 | 0.18% | 37,693 | 873 | 2.4% | $11.20万 | 加仓 |
| GEV | GE VERNOVA INC | $490.14万 | 0.19% | 5,615 | 996 | 21.6% | $86.94万 | 加仓 |
| QCOM | QUALCOMM INC | $490.66万 | 0.19% | 38,101 | 17,419 | 84.2% | $224.32万 | 加仓 |
| QGRW | WISDOMTREE TR | $491.18万 | 0.19% | 91,929 | 76,974 | 514.7% | $411.27万 | 加仓 |
| BLK | BLACKROCK INC | $501.13万 | 0.19% | 5,211 | 2,064 | 65.6% | $198.49万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $503.94万 | 0.19% | 54,592 | -816 | -1.5% | -$7.53万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $508.79万 | 0.19% | 108,184 | -11,688 | -9.8% | -$54.97万 | 减仓 |
| DGRO | ISHARES TR | $511.96万 | 0.19% | 72,950 | 15,885 | 27.8% | $111.48万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $519.12万 | 0.20% | 69,041 | 1,065 | 1.6% | $8.01万 | 加仓 |
| CAT | CATERPILLAR INC | $521.82万 | 0.20% | 7,366 | 2,931 | 66.1% | $207.64万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $533.27万 | 0.20% | 136,806 | 2,868 | 2.1% | $11.18万 | 加仓 |
| KO | COCA COLA CO | $533.82万 | 0.20% | 70,192 | 21,440 | 44.0% | $163.05万 | 加仓 |
| EFA | ISHARES TR | $535.85万 | 0.20% | 55,168 | 4,203 | 8.2% | $40.82万 | 加仓 |