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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP | $248.03万 | 0.08% | 34,472 | 68 | 0.2% | $4,893 | 加仓 |
| DIVB | ISHARES CORE | $248.15万 | 0.08% | 40,284 | 9,298 | 30.0% | $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 | 568 | 0.9% | $2.33万 | 加仓 |
| RWK | INVESCO S&P | $255.15万 | 0.08% | 17,445 | 56 | 0.3% | $8,191 | 加仓 |
| MMM | 3M CO | $255.17万 | 0.08% | 15,760 | 23 | 0.1% | $3,724 | 加仓 |
| BND | VANGUARD TOTAL | $255.79万 | 0.08% | 34,844 | 4,763 | 15.8% | $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 | 1,220 | 15.3% | $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 | 30 | 0.1% | $3,119 | 加仓 |
| HYFI | AB ACTIVE ETFS INC | $267.20万 | 0.09% | 71,558 | 2,443 | 3.5% | $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 | 3,144 | 6.1% | $15.43万 | 加仓 |
| RSP | INVESCO S&P | $270.90万 | 0.09% | 12,733 | 545 | 4.5% | $11.60万 | 加仓 |
| MBB | ISHARES MBS | $272.78万 | 0.09% | 28,860 | 1,930 | 7.2% | $18.24万 | 加仓 |
| VCSH | VANGUARD SHORT | $273.51万 | 0.09% | 34,609 | 1,569 | 4.7% | $12.40万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $273.85万 | 0.09% | 131,722 | 75,444 | 134.1% | $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 | 46 | 1.7% | $4.65万 | 加仓 |
| ORCL | ORACLE CORP | $280.51万 | 0.09% | 19,141 | 4,190 | 28.0% | $61.40万 | 加仓 |
| DDWM | WISDOMTREE TR | $280.71万 | 0.09% | 60,785 | 52,553 | 638.4% | $242.69万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $281.29万 | 0.09% | 9,443 | 2,083 | 28.3% | $62.05万 | 加仓 |
| NOW | SERVICENOW INC | $281.94万 | 0.09% | 28,399 | 8,739 | 44.5% | $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 | 5 | 0.1% | $1,516 | 加仓 |
| VO | VANGUARD INDEX FDS | $287.77万 | 0.09% | 35,716 | 428 | 1.2% | $3.45万 | 加仓 |
| UNP | UNION PAC CORP | $289.54万 | 0.09% | 10,645 | 75 | 0.7% | $2.04万 | 加仓 |
| AVLV | AVANTIS US | $290.12万 | 0.09% | 31,808 | 11,908 | 59.8% | $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 | 583 | 2.0% | $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 | 995 | 1.9% | $5.44万 | 加仓 |
| GPIX | GOLDMAN SACHS | $296.17万 | 0.10% | 53,296 | 5,938 | 12.5% | $33.00万 | 加仓 |
| USB | US BANCORP | $298.68万 | 0.10% | 49,450 | 2,231 | 4.7% | $13.48万 | 加仓 |
| SYK | STRYKER CORP | $299.55万 | 0.10% | 9,515 | 1,022 | 12.0% | $32.17万 | 加仓 |
| PSLV | SPROTT PHYSICAL | $305.25万 | 0.10% | 161,762 | 11,031 | 7.3% | $20.82万 | 加仓 |
| SPTS | STATE STREET | $306.40万 | 0.10% | 105,618 | 64,248 | 155.3% | $186.38万 | 加仓 |
| JIRE | JPMORGAN | $308.42万 | 0.10% | 37,389 | 4,358 | 13.2% | $35.95万 | 加仓 |
| XLB | STATE STREET | $310.44万 | 0.10% | 61,073 | 53,165 | 672.3% | $270.24万 | 加仓 |
| BX | BLACKSTONE INC | $310.81万 | 0.10% | 26,414 | 8,247 | 45.4% | $97.04万 | 加仓 |
| NLR | VANECK ETF TRUST | $312.31万 | 0.10% | 26,928 | 6,717 | 33.2% | $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 | 411 | 0.8% | $2.57万 | 加仓 |
| FLRG | FIDELITY COVINGTON TRUST | $316.21万 | 0.10% | 77,080 | 5,043 | 7.0% | $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 | 415 | 7.0% | $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 | 257 | 2.3% | $7.23万 | 加仓 |
| SLV | ISHARES SILVER TR | $323.25万 | 0.11% | 60,454 | 599 | 1.0% | $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 | 4,888 | 20.1% | $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 | 693 | 1.9% | $6.39万 | 加仓 |
| PAVE | GLOBAL X | $336.63万 | 0.11% | 57,134 | 4,134 | 7.8% | $24.36万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $337.09万 | 0.11% | 3,446 | 67 | 2.0% | $6.55万 | 加仓 |
| QEFA | STATE STREET | $337.12万 | 0.11% | 35,111 | 3,371 | 10.6% | $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 | 33 | 0.3% | $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 | 280 | 1.1% | $3.58万 | 加仓 |
| NEE | NEXTERA ENERGY | $340.46万 | 0.11% | 38,790 | 810 | 2.1% | $7.11万 | 加仓 |
| IFRA | ISHARES TR | $342.09万 | 0.11% | 54,266 | 3,895 | 7.7% | $24.55万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $344.15万 | 0.11% | 55,995 | 5,568 | 11.0% | $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 | 2,786 | 2.9% | $9.65万 | 加仓 |
| DVY | ISHARES SELECT | $346.39万 | 0.11% | 22,162 | 773 | 3.6% | $12.08万 | 加仓 |
| SPLV | INVESCO S&P | $347.92万 | 0.11% | 46,451 | 4,085 | 9.6% | $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 | 3,710 | 5.1% | $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 | 325 | 1.4% | $4.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $361.03万 | 0.12% | 50,032 | 4,083 | 8.9% | $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 | 2,757 | 3.2% | $11.25万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $366.17万 | 0.12% | 47,741 | 2,106 | 4.6% | $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 | 350 | 5.2% | $18.16万 | 加仓 |
| PPA | INVESCO AEROSPACE | $369.80万 | 0.12% | 20,934 | 1,676 | 8.7% | $29.61万 | 加仓 |
| AMGN | AMGEN INC | $372.56万 | 0.12% | 10,288 | 81 | 0.8% | $2.93万 | 加仓 |
| IEF | ISHARES 7-10YR | $376.45万 | 0.12% | 39,806 | 9,165 | 29.9% | $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 | 1,989 | 9.6% | $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 | 10,787 | 6.4% | $24.04万 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS | $398.47万 | 0.13% | 21,215 | 21,215 | — | $398.47万 | 新建仓 |