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
MO ALTRIA GROUP $248.03万0.08%34,472 680.2% $4,893 加仓
DIVB ISHARES CORE $248.15万0.08%40,284 9,29830.0% $57.28万 加仓
EFA ISHARES MSCI $250.00万0.08%24,067 -31,101-56.4% -$323.07万 减仓
SPGI S&P GLOBAL $252.72万0.08%6,205 -556-8.2% -$22.64万 减仓
INTF ISHARES INTL $253.80万0.08%61,964 5680.9% $2.33万 加仓
RWK INVESCO S&P $255.15万0.08%17,445 560.3% $8,191 加仓
MMM 3M CO $255.17万0.08%15,760 230.1% $3,724 加仓
BND VANGUARD TOTAL $255.79万0.08%34,844 4,76315.8% $34.97万 加仓
PSX PHILLIPS 66 $256.38万0.08%15,166 -36-0.2% -$6,086 减仓
RWL INVESCO S&P $256.81万0.08%20,101 -46,713-69.9% -$596.81万 减仓
— STATE STREET $257.18万0.08%8,218 -18-0.2% -$5,633 减仓
CME CME GROUP INC $259.80万0.08%11,765 -723-5.8% -$15.97万 减仓
XAR STATE STREER $261.31万0.09%9,208 1,22015.3% $34.62万 加仓
TCAF T ROWE $261.97万0.09%63,738 -8,070-11.2% -$33.17万 减仓
HDV ISHARES CORE $261.99万0.09%95,580 -11,785-11.0% -$32.30万 减仓
COP CONOCOPHILLIPS $266.44万0.09%25,629 300.1% $3,119 加仓
HYFI AB ACTIVE ETFS INC $267.20万0.09%71,558 2,4433.5% $9.12万 加仓
BKGI BNY MELLON $269.75万0.09%59,985 59,985— $269.75万 新建仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $270.42万0.09%55,108 3,1446.1% $15.43万 加仓
RSP INVESCO S&P $270.90万0.09%12,733 5454.5% $11.60万 加仓
MBB ISHARES MBS $272.78万0.09%28,860 1,9307.2% $18.24万 加仓
VCSH VANGUARD SHORT $273.51万0.09%34,609 1,5694.7% $12.40万 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $273.85万0.09%131,722 75,444134.1% $156.85万 加仓
EME EMCOR GROUP $275.94万0.09%3,325 -26-0.8% -$2.16万 减仓
LMT LOCKHEED MARTIN CORP $279.06万0.09%5,478 -76-1.4% -$3.87万 减仓
GS GOLDMAN SACHS $279.53万0.09%2,764 461.7% $4.65万 加仓
ORCL ORACLE CORP $280.51万0.09%19,141 4,19028.0% $61.40万 加仓
DDWM WISDOMTREE TR $280.71万0.09%60,785 52,553638.4% $242.69万 加仓
MRVL MARVELL TECHNOLOGY INC $281.29万0.09%9,443 2,08328.3% $62.05万 加仓
NOW SERVICENOW INC $281.94万0.09%28,399 8,73944.5% $86.76万 加仓
XLP SELECT SECTOR SPDR TR $283.06万0.09%34,075 -4,497-11.7% -$37.36万 减仓
VXF VANGUARD EXTENDED $283.41万0.09%11,511 -115-1.0% -$2.83万 减仓
GLDM SPDR GOLD $285.39万0.09%35,934 -857-2.3% -$6.81万 减仓
VB VANGUARD INDEX FDS $286.96万0.09%9,466 50.1% $1,516 加仓
VO VANGUARD INDEX FDS $287.77万0.09%35,716 4281.2% $3.45万 加仓
UNP UNION PAC CORP $289.54万0.09%10,645 750.7% $2.04万 加仓
AVLV AVANTIS US $290.12万0.09%31,808 11,90859.8% $108.61万 加仓
INTC INTEL CORP $290.77万0.10%20,824 -399-1.9% -$5.57万 减仓
DIS WALT DISNEY $290.91万0.10%30,225 5832.0% $5.61万 加仓
PATN PACERS NASDAQ $292.88万0.10%78,787 78,787— $292.88万 新建仓
DBEF XTRACKERS MSCI $293.84万0.10%53,787 9951.9% $5.44万 加仓
GPIX GOLDMAN SACHS $296.17万0.10%53,296 5,93812.5% $33.00万 加仓
USB US BANCORP $298.68万0.10%49,450 2,2314.7% $13.48万 加仓
SYK STRYKER CORP $299.55万0.10%9,515 1,02212.0% $32.17万 加仓
PSLV SPROTT PHYSICAL $305.25万0.10%161,762 11,0317.3% $20.82万 加仓
SPTS STATE STREET $306.40万0.10%105,618 64,248155.3% $186.38万 加仓
JIRE JPMORGAN $308.42万0.10%37,389 4,35813.2% $35.95万 加仓
XLB STATE STREET $310.44万0.10%61,073 53,165672.3% $270.24万 加仓
BX BLACKSTONE INC $310.81万0.10%26,414 8,24745.4% $97.04万 加仓
NLR VANECK ETF TRUST $312.31万0.10%26,928 6,71733.2% $77.90万 加仓
CGCB CAPITAL GROUP $314.87万0.10%120,272 -15,097-11.2% -$39.52万 减仓
FXO FIRST TRUST $314.94万0.10%50,422 4110.8% $2.57万 加仓
FLRG FIDELITY COVINGTON TRUST $316.21万0.10%77,080 5,0437.0% $20.69万 加仓
CTAS CINTAS CORP $317.22万0.10%18,651 -1,488-7.4% -$25.31万 减仓
TMO THERMO FISHER $317.49万0.10%6,333 4157.0% $20.81万 加仓
AXP AMERICAN EXPRESS $317.84万0.10%9,397 -319-3.3% -$10.79万 减仓
IBM INTL BUSINESS $322.54万0.11%11,470 2572.3% $7.23万 加仓
SLV ISHARES SILVER TR $323.25万0.11%60,454 5991.0% $3.20万 加仓
BILS STATE STREET $325.38万0.11%32,741 -3,328-9.2% -$33.07万 减仓
LMBS FIRST TRUST $325.67万0.11%65,423 -7,206-9.9% -$35.87万 减仓
XMHQ INVESCO S&P $329.78万0.11%29,215 4,88820.1% $55.18万 加仓
— INVESCO QQQ TR $332.09万0.11%4,510 4,510— $332.09万 新建仓
AMAT APPLIED MATERIALS $332.44万0.11%4,598 -231-4.8% -$16.70万 减仓
BOND PIMCO ETF TR $335.09万0.11%36,339 6931.9% $6.39万 加仓
PAVE GLOBAL X $336.63万0.11%57,134 4,1347.8% $24.36万 加仓
PH PARKER-HANNIFIN CORP $337.09万0.11%3,446 672.0% $6.55万 加仓
QEFA STATE STREET $337.12万0.11%35,111 3,37110.6% $32.37万 加仓
XLG INVESCO S&P $337.37万0.11%55,099 -427-0.8% -$2.61万 减仓
TXN TEXAS INSTRUMENTS $337.80万0.11%11,333 330.3% $9,836 加仓
FTC FIRST TRUST $338.53万0.11%17,471 -479-2.7% -$9.28万 减仓
VONG VANGUARD RUSSELL $339.27万0.11%26,545 2801.1% $3.58万 加仓
NEE NEXTERA ENERGY $340.46万0.11%38,790 8102.1% $7.11万 加仓
IFRA ISHARES TR $342.09万0.11%54,266 3,8957.7% $24.55万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $344.15万0.11%55,995 5,56811.0% $34.22万 加仓
DFAX DIMENSIONAL WORLD $346.22万0.11%93,980 -732-0.8% -$2.70万 减仓
CGXU CAPITAL GROUP $346.33万0.11%100,038 2,7862.9% $9.65万 加仓
DVY ISHARES SELECT $346.39万0.11%22,162 7733.6% $12.08万 加仓
SPLV INVESCO S&P $347.92万0.11%46,451 4,0859.6% $30.60万 加仓
MOAT VANECK MORNINGSTAR $349.52万0.11%33,621 -4,930-12.8% -$51.25万 减仓
IUSB ISHARES CORE $350.22万0.11%75,887 3,7105.1% $17.12万 加仓
SDY SPDR SERIES TRUST $350.96万0.11%23,063 -70-0.3% -$1.07万 减仓
TJX TJX COS $353.28万0.12%23,318 3251.4% $4.92万 加仓
UBER UBER TECHNOLOGIES INC $361.03万0.12%50,032 4,0838.9% $29.46万 加仓
VBK VANGUARD SMALL $365.42万0.12%9,992 -380-3.7% -$13.90万 减仓
XYLD GLOBAL X $365.81万0.12%89,682 2,7573.2% $11.25万 加仓
BIV VANGUARD BD INDEX FDS $366.17万0.12%47,741 2,1064.6% $16.15万 加仓
CGNG CAPITAL GROUP $366.95万0.12%97,959 -6,639-6.3% -$24.87万 减仓
LIN LINDE PLC $368.27万0.12%7,097 3505.2% $18.16万 加仓
PPA INVESCO AEROSPACE $369.80万0.12%20,934 1,6768.7% $29.61万 加仓
AMGN AMGEN INC $372.56万0.12%10,288 810.8% $2.93万 加仓
IEF ISHARES 7-10YR $376.45万0.12%39,806 9,16529.9% $86.67万 加仓
IHDG WISDOMTREE TRUST $376.77万0.12%71,931 -24,072-25.1% -$126.09万 减仓
SRLN SSGA ACTIVE ETF TR $379.97万0.12%94,309 -68,697-42.1% -$276.78万 减仓
FPX FIRST TRUST $382.29万0.12%18,541 -131-0.7% -$2.70万 减仓
IWD ISHARES RUSSELL $383.25万0.13%15,809 -1,423-8.3% -$34.50万 减仓
PTNQ PACER TRENDPILOT $383.44万0.13%43,254 -1,317-3.0% -$11.68万 减仓
ANET ARISTA NETWORKS $385.48万0.13%22,691 1,9899.6% $33.79万 加仓
XLC SELECT SECTOR SPDR TR $389.93万0.13%36,397 -23,866-39.6% -$255.68万 减仓
CGCP CAPITAL GROUP $397.75万0.13%178,443 10,7876.4% $24.04万 加仓
PSI INVESCO SEMICONDUCTORS $398.47万0.13%21,215 21,215— $398.47万 新建仓