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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P | $620.64万 | 0.20% | 68,884 | -157 | -0.2% | -$1.41万 | 减仓 |
| SPTI | STATE STREET | $608.99万 | 0.20% | 214,507 | 8,579 | 4.2% | $24.36万 | 加仓 |
| SCHD | SCHWAB US | $601.71万 | 0.20% | 189,755 | -11,317 | -5.6% | -$35.89万 | 减仓 |
| SCHG | SCHWAB US | $599.42万 | 0.20% | 177,133 | -77,790 | -30.5% | -$263.24万 | 减仓 |
| RECS | COLUMBIA RESEARCH | $599.36万 | 0.20% | 138,485 | 1,679 | 1.2% | $7.27万 | 加仓 |
| PANW | PALO ALTO | $597.00万 | 0.20% | 17,506 | -2,948 | -14.4% | -$100.53万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $587.94万 | 0.19% | 133,532 | 30,735 | 29.9% | $135.33万 | 加仓 |
| AOM | ISHARES CORE | $587.52万 | 0.19% | 117,762 | 22,491 | 23.6% | $112.21万 | 加仓 |
| MCD | MCDONALDS CORP | $585.06万 | 0.19% | 21,643 | -64 | -0.3% | -$1.73万 | 减仓 |
| DGRO | ISHARES CORE | $584.59万 | 0.19% | 77,133 | 4,183 | 5.7% | $31.70万 | 加仓 |
| NFLX | NETFLIX INC | $570.65万 | 0.19% | 79,923 | 4,998 | 6.7% | $35.69万 | 加仓 |
| FNX | FIRST TRUST | $569.34万 | 0.19% | 38,903 | 1,210 | 3.2% | $17.71万 | 加仓 |
| KO | COCA COLA COMPANY | $569.02万 | 0.19% | 70,016 | -176 | -0.3% | -$1.43万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES | $568.01万 | 0.19% | 48,685 | -8,116 | -14.3% | -$94.69万 | 减仓 |
| XLE | STATE STREET | $567.86万 | 0.19% | 106,921 | -9,251 | -8.0% | -$49.13万 | 减仓 |
| ITA | ISHARES AEROSPACE | $548.96万 | 0.18% | 22,645 | -4,215 | -15.7% | -$102.18万 | 减仓 |
| BAC | BANK AMERICA | $546.51万 | 0.18% | 95,913 | -1,419 | -1.5% | -$8.09万 | 减仓 |
| CGUS | CAPITAL GROUP | $545.99万 | 0.18% | 122,750 | -32,143 | -20.8% | -$142.97万 | 减仓 |
| PYLD | PIMCO ENHANCED | $544.31万 | 0.18% | 205,245 | 32,062 | 18.5% | $85.03万 | 加仓 |
| QTUM | DEFIANCE QUANTUM | $535.96万 | 0.18% | 32,408 | 2,277 | 7.6% | $37.66万 | 加仓 |
| ETN | EATON CORP | $526.10万 | 0.17% | 12,346 | 671 | 5.7% | $28.59万 | 加仓 |
| BLK | BLACKROCK FDG | $525.29万 | 0.17% | 5,463 | 252 | 4.8% | $24.23万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $523.46万 | 0.17% | 92,680 | -3,998 | -4.1% | -$22.58万 | 减仓 |
| IWM | ISHARES RUSSELL | $516.74万 | 0.17% | 17,199 | 230 | 1.4% | $6.91万 | 加仓 |
| FVD | FIRST TRUST | $490.81万 | 0.16% | 101,870 | -6,314 | -5.8% | -$30.42万 | 减仓 |
| USFR | WISDOMTREE FLOATING | $489.04万 | 0.16% | 97,129 | 11,529 | 13.5% | $58.05万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $488.60万 | 0.16% | 115,400 | 1,681 | 1.5% | $7.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $487.80万 | 0.16% | 11,736 | -2,033 | -14.8% | -$84.50万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL | $487.51万 | 0.16% | 156,756 | 35,119 | 28.9% | $109.22万 | 加仓 |
| JQUA | JPMORGAN US | $484.81万 | 0.16% | 67,073 | 69 | 0.1% | $4,987 | 加仓 |
| CVX | CHEVRON CORP | $484.33万 | 0.16% | 29,219 | 84 | 0.3% | $1.39万 | 加仓 |
| ARTY | ISHARES FUTURE | $483.44万 | 0.16% | 63,477 | 56,332 | 788.4% | $429.03万 | 加仓 |
| DIA | STATE STREET | $472.17万 | 0.15% | 9,039 | -170 | -1.8% | -$8.88万 | 减仓 |
| TMFC | MOTLEY FOOL | $462.09万 | 0.15% | 60,673 | 2,120 | 3.6% | $16.15万 | 加仓 |
| JAVA | JPMORGAN ACTIVE | $456.19万 | 0.15% | 57,447 | -3,603 | -5.9% | -$28.61万 | 减仓 |
| PULS | PGIM ULTRA | $454.67万 | 0.15% | 91,759 | 13,759 | 17.6% | $68.18万 | 加仓 |
| SCHP | SCHWAB US | $452.98万 | 0.15% | 170,937 | 26,480 | 18.3% | $70.17万 | 加仓 |
| IG | PRINCIPAL EXCHANGE TRADED FD | $451.74万 | 0.15% | 218,599 | 84,473 | 63.0% | $174.56万 | 加仓 |
| — | AAM S&P | $450.95万 | 0.15% | 117,014 | 28,556 | 32.3% | $110.05万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE | $449.02万 | 0.15% | 48,758 | -5,834 | -10.7% | -$53.73万 | 减仓 |
| IAU | ISHARES GOLD | $439.73万 | 0.14% | 58,235 | -4,854 | -7.7% | -$36.65万 | 减仓 |
| ISRG | INTUITIVE SURGICAL | $431.37万 | 0.14% | 10,847 | 1,027 | 10.5% | $40.84万 | 加仓 |
| FYX | FIRST TRUST | $427.07万 | 0.14% | 29,597 | 83 | 0.3% | $1.20万 | 加仓 |
| IYW | ISHARES TR | $423.73万 | 0.14% | 16,799 | -376 | -2.2% | -$9.48万 | 减仓 |
| IUSG | ISHARES TR | $423.55万 | 0.14% | 22,519 | -5 | -0.0% | -$940 | 减仓 |
| CLOI | VANECK ETF TRUST | $423.49万 | 0.14% | 79,979 | 18,503 | 30.1% | $97.97万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $419.63万 | 0.14% | 9,684 | -407 | -4.0% | -$17.64万 | 减仓 |
| FPE | FIRST TRUST | $418.64万 | 0.14% | 234,136 | -15,721 | -6.3% | -$28.11万 | 减仓 |
| SILJ | AMPLIFY JUNIOR | $412.85万 | 0.13% | 159,279 | 33,447 | 26.6% | $86.69万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $412.59万 | 0.13% | 86,479 | 1,973 | 2.3% | $9.41万 | 加仓 |
| SPMB | STATE STREET | $409.19万 | 0.13% | 183,412 | -5,849 | -3.1% | -$13.05万 | 减仓 |
| FMBH | FIRST MID | $408.59万 | 0.13% | 84,964 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY | $406.86万 | 0.13% | 31,663 | -315 | -1.0% | -$4.05万 | 减仓 |
| AGG | ISHARES CORE | $405.63万 | 0.13% | 40,981 | -1,599 | -3.8% | -$15.83万 | 减仓 |
| IXN | ISHARES GLOBAL | $404.34万 | 0.13% | 27,986 | 248 | 0.9% | $3.58万 | 加仓 |
| IVE | ISHARES TR | $401.39万 | 0.13% | 17,678 | -711 | -3.9% | -$16.14万 | 减仓 |
| SHY | ISHARES 1-3YR | $400.43万 | 0.13% | 48,768 | 6,353 | 15.0% | $52.16万 | 加仓 |
| SOXX | ISHARES TR | $400.17万 | 0.13% | 6,245 | 405 | 6.9% | $25.95万 | 加仓 |
| PSI | INVESCO SEMICONDUCTORS | $398.47万 | 0.13% | 21,215 | 21,215 | — | $398.47万 | 新建仓 |
| CGCP | CAPITAL GROUP | $397.75万 | 0.13% | 178,443 | 10,787 | 6.4% | $24.04万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $389.93万 | 0.13% | 36,397 | -23,866 | -39.6% | -$255.68万 | 减仓 |
| ANET | ARISTA NETWORKS | $385.48万 | 0.13% | 22,691 | 1,989 | 9.6% | $33.79万 | 加仓 |
| PTNQ | PACER TRENDPILOT | $383.44万 | 0.13% | 43,254 | -1,317 | -3.0% | -$11.68万 | 减仓 |
| IWD | ISHARES RUSSELL | $383.25万 | 0.13% | 15,809 | -1,423 | -8.3% | -$34.50万 | 减仓 |
| FPX | FIRST TRUST | $382.29万 | 0.12% | 18,541 | -131 | -0.7% | -$2.70万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $379.97万 | 0.12% | 94,309 | -68,697 | -42.1% | -$276.78万 | 减仓 |
| IHDG | WISDOMTREE TRUST | $376.77万 | 0.12% | 71,931 | -24,072 | -25.1% | -$126.09万 | 减仓 |
| IEF | ISHARES 7-10YR | $376.45万 | 0.12% | 39,806 | 9,165 | 29.9% | $86.67万 | 加仓 |
| AMGN | AMGEN INC | $372.56万 | 0.12% | 10,288 | 81 | 0.8% | $2.93万 | 加仓 |
| PPA | INVESCO AEROSPACE | $369.80万 | 0.12% | 20,934 | 1,676 | 8.7% | $29.61万 | 加仓 |
| LIN | LINDE PLC | $368.27万 | 0.12% | 7,097 | 350 | 5.2% | $18.16万 | 加仓 |
| CGNG | CAPITAL GROUP | $366.95万 | 0.12% | 97,959 | -6,639 | -6.3% | -$24.87万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $366.17万 | 0.12% | 47,741 | 2,106 | 4.6% | $16.15万 | 加仓 |
| XYLD | GLOBAL X | $365.81万 | 0.12% | 89,682 | 2,757 | 3.2% | $11.25万 | 加仓 |
| VBK | VANGUARD SMALL | $365.42万 | 0.12% | 9,992 | -380 | -3.7% | -$13.90万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $361.03万 | 0.12% | 50,032 | 4,083 | 8.9% | $29.46万 | 加仓 |
| TJX | TJX COS | $353.28万 | 0.12% | 23,318 | 325 | 1.4% | $4.92万 | 加仓 |
| SDY | SPDR SERIES TRUST | $350.96万 | 0.11% | 23,063 | -70 | -0.3% | -$1.07万 | 减仓 |
| IUSB | ISHARES CORE | $350.22万 | 0.11% | 75,887 | 3,710 | 5.1% | $17.12万 | 加仓 |
| MOAT | VANECK MORNINGSTAR | $349.52万 | 0.11% | 33,621 | -4,930 | -12.8% | -$51.25万 | 减仓 |
| SPLV | INVESCO S&P | $347.92万 | 0.11% | 46,451 | 4,085 | 9.6% | $30.60万 | 加仓 |
| DVY | ISHARES SELECT | $346.39万 | 0.11% | 22,162 | 773 | 3.6% | $12.08万 | 加仓 |
| CGXU | CAPITAL GROUP | $346.33万 | 0.11% | 100,038 | 2,786 | 2.9% | $9.65万 | 加仓 |
| DFAX | DIMENSIONAL WORLD | $346.22万 | 0.11% | 93,980 | -732 | -0.8% | -$2.70万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $344.15万 | 0.11% | 55,995 | 5,568 | 11.0% | $34.22万 | 加仓 |
| IFRA | ISHARES TR | $342.09万 | 0.11% | 54,266 | 3,895 | 7.7% | $24.55万 | 加仓 |
| NEE | NEXTERA ENERGY | $340.46万 | 0.11% | 38,790 | 810 | 2.1% | $7.11万 | 加仓 |
| VONG | VANGUARD RUSSELL | $339.27万 | 0.11% | 26,545 | 280 | 1.1% | $3.58万 | 加仓 |
| FTC | FIRST TRUST | $338.53万 | 0.11% | 17,471 | -479 | -2.7% | -$9.28万 | 减仓 |
| TXN | TEXAS INSTRUMENTS | $337.80万 | 0.11% | 11,333 | 33 | 0.3% | $9,836 | 加仓 |
| XLG | INVESCO S&P | $337.37万 | 0.11% | 55,099 | -427 | -0.8% | -$2.61万 | 减仓 |
| QEFA | STATE STREET | $337.12万 | 0.11% | 35,111 | 3,371 | 10.6% | $32.37万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $337.09万 | 0.11% | 3,446 | 67 | 2.0% | $6.55万 | 加仓 |
| PAVE | GLOBAL X | $336.63万 | 0.11% | 57,134 | 4,134 | 7.8% | $24.36万 | 加仓 |
| BOND | PIMCO ETF TR | $335.09万 | 0.11% | 36,339 | 693 | 1.9% | $6.39万 | 加仓 |
| AMAT | APPLIED MATERIALS | $332.44万 | 0.11% | 4,598 | -231 | -4.8% | -$16.70万 | 减仓 |
| — | INVESCO QQQ TR | $332.09万 | 0.11% | 4,510 | 4,510 | — | $332.09万 | 新建仓 |
| XMHQ | INVESCO S&P | $329.78万 | 0.11% | 29,215 | 4,888 | 20.1% | $55.18万 | 加仓 |
| LMBS | FIRST TRUST | $325.67万 | 0.11% | 65,423 | -7,206 | -9.9% | -$35.87万 | 减仓 |
| BILS | STATE STREET | $325.38万 | 0.11% | 32,741 | -3,328 | -9.2% | -$33.07万 | 减仓 |