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
PFE PFIZER INC $198.65万0.06%82,496 4,5635.9% $10.99万 加仓
IDEF ISHARES DEFENSE $198.44万0.06%62,442 28,91186.2% $91.88万 加仓
AEP AMERICAN ELECTRIC $196.60万0.06%14,370 1030.7% $1.41万 加仓
— FIRST TR EXCHNG TRADED FD VI $196.10万0.06%91,594 -8,026-8.1% -$17.18万 减仓
CMI CUMMINS INC $196.02万0.06%2,749 451.7% $3.21万 加仓
NEM NEWMONT CORP $194.51万0.06%20,826 1,95210.3% $18.23万 加仓
IQDG WISDOMTREE INTL $191.99万0.06%44,567 1,4143.3% $6.09万 加仓
OMFL INVESCO RUSSELL $190.72万0.06%27,827 -1,752-5.9% -$12.01万 减仓
RWJ INVESCO S&P $190.32万0.06%31,987 2070.7% $1.23万 加仓
MS MORGAN STANLEY $190.20万0.06%9,099 -164-1.8% -$3.43万 减仓
FTGC FIRST TRUST $190.15万0.06%70,295 -272-0.4% -$7,358 减仓
BSV VANGUARD BD INDEX FDS $190.07万0.06%24,396 8933.8% $6.96万 加仓
VXUS VANGUARD TOTAL $189.38万0.06%22,153 1,3086.3% $11.18万 加仓
ASML ASML HOLDING $188.37万0.06%947 313.4% $6.17万 加仓
VYMI VANGUARD INTL $187.81万0.06%19,125 1,0735.9% $10.54万 加仓
SHYG ISHARES $187.76万0.06%44,272 -2,011-4.3% -$8.53万 减仓
FMB FIRST TRUST $187.13万0.06%36,430 -7,541-17.1% -$38.74万 减仓
LOW LOWES COMPANIES $186.40万0.06%8,454 -1,026-10.8% -$22.62万 减仓
BPRE BLUEROCK PRIVATE $186.32万0.06%143,212 -3,905-2.7% -$5.08万 减仓
WAB WABTEC $183.17万0.06%6,794 -29-0.4% -$7,819 减仓
EYLD CAMBRIA ETF TR $180.68万0.06%39,789 5911.5% $2.68万 加仓
CMCSA COMCAST CORP $179.89万0.06%73,274 1,4462.0% $3.55万 加仓
WINN HARBOR LONG $178.89万0.06%55,095 -60-0.1% -$1,948 减仓
COHR COHERENT CORP $178.54万0.06%4,526 -50-1.1% -$1.97万 减仓
CSX CSX CORP $176.97万0.06%37,233 -435-1.2% -$2.07万 减仓
EQIX EQUINIX INC $176.80万0.06%1,696 513.1% $5.32万 加仓
IGF ISHARES GLOBAL $175.50万0.06%26,351 -10,803-29.1% -$71.95万 减仓
RAAX VANECK REAL $175.38万0.06%44,211 34,109337.6% $135.31万 加仓
WM WASTE MANAGEMENT $175.07万0.06%7,855 4045.4% $9.00万 加仓
JBL JABIL INC $173.88万0.06%4,511 -507-10.1% -$19.54万 减仓
AUSF GLOBAL X $173.75万0.06%35,560 4,73515.4% $23.14万 加仓
URI UNITED RENTALS INC $172.79万0.06%1,525 1148.1% $12.92万 加仓
— VIRTUS ETF TR II $172.72万0.06%74,675 74,675— $172.72万 新建仓
FYLD CAMBRIA ETF TR $172.00万0.06%47,137 47,137— $172.00万 新建仓
C CITIGROUP INC $171.86万0.06%12,279 -214-1.7% -$3.00万 减仓
JMTG JPMORGAN MORTGAE $171.76万0.06%33,891 1,6465.1% $8.34万 加仓
BNY BANK NEW YORK $169.91万0.06%11,750 -111-0.9% -$1.61万 减仓
MINT PIMCO EHNANCED $169.12万0.06%16,776 3,29324.4% $33.20万 加仓
VOOG VANGUARD ADMIRAL FDS INC $168.51万0.06%20,396 1,6708.9% $13.80万 加仓
CGBL CAPITAL GROUP $168.36万0.06%44,351 4781.1% $1.81万 加仓
CINF CINCINNATI FINL $168.09万0.05%9,079 -180-1.9% -$3.33万 减仓
VNQ VANGUARD INDEX FDS $167.99万0.05%17,421 -2,439-12.3% -$23.52万 减仓
MUB ISHARES NATIONAL $167.56万0.05%15,570 3,86533.0% $41.59万 加仓
ED CONSOLIDATED EDISON $167.48万0.05%15,139 2251.5% $2.49万 加仓
FDL FIRST TRUST $167.33万0.05%34,388 2,0656.4% $10.05万 加仓
ET ENERGY TRANSFER $166.86万0.05%87,271 9431.1% $1.80万 加仓
CPAI COUNTERPOINT QUANTITATIV $166.59万0.05%32,061 32,061— $166.59万 新建仓
FCNCA FIRST CITIZENS $165.01万0.05%793 00.0% — 不变
SLYG STATE STREET $164.75万0.05%13,829 -7,816-36.1% -$93.11万 减仓
ESGD ISHARES ESG $163.20万0.05%15,874 4,32537.4% $44.46万 加仓
BUFZ FIRST TRUST $162.76万0.05%58,273 25,93780.2% $72.44万 加仓
PGR PROGRESSIVE CORP $162.60万0.05%7,443 -147-1.9% -$3.21万 减仓
BINC ISHARES FLEXIBLE $162.58万0.05%31,062 9,29342.7% $48.64万 加仓
MDT MEDTRONIC PLC $161.88万0.05%20,693 3111.5% $2.43万 加仓
FV FIRST TRUST $160.54万0.05%21,157 1380.7% $1.05万 加仓
BLOK AMPLIFY BLOCKCHAIN $159.78万0.05%25,512 2140.8% $1.34万 加仓
VGK VANGUARD FTSE $159.52万0.05%18,016 -230-1.3% -$2.04万 减仓
CGGO CAPITAL GROUP $159.02万0.05%37,566 9482.6% $4.01万 加仓
IXUS ISHARES CORE $158.42万0.05%16,599 1,0536.8% $10.05万 加仓
CGMU CAPITAL GROUP $157.89万0.05%57,477 -2,028-3.4% -$5.57万 减仓
GOVT ISHARES TR $156.15万0.05%68,549 14,98628.0% $34.14万 加仓
XSOE WISDOMTREE EMERGING $155.77万0.05%31,673 14,37183.1% $70.68万 加仓
SWKS SKYWORKS SOLUTIONS INC $154.74万0.05%22,823 130.1% $881 加仓
CRM SALESFORCE INC $153.45万0.05%9,795 -4,868-33.2% -$76.26万 减仓
HYG ISHARES IBOXX $151.92万0.05%18,996 -175-0.9% -$1.40万 减仓
FDN FIRST TRUST $150.33万0.05%5,679 -152-2.6% -$4.02万 减仓
COF CAPITAL ONE $149.73万0.05%7,463 1181.6% $2.37万 加仓
RJF RAYMOND JAMES FINL INC $149.21万0.05%9,814 1801.9% $2.74万 加仓
GPIQ GOLDMAN SACHS $147.18万0.05%24,816 1,8788.2% $11.14万 加仓
XEL XCEL ENERGY $146.96万0.05%18,302 -544-2.9% -$4.37万 减仓
ASTS AST SPACEMOBILE $146.81万0.05%16,521 6,56065.9% $58.29万 加仓
PFF ISHARES PFD $146.65万0.05%48,098 6,07814.5% $18.53万 加仓
ELV ELEVANCE HEALTH $146.44万0.05%3,786 481.3% $1.86万 加仓
THRO BLACKROCK ETF TRUST $145.59万0.05%33,773 -21,291-38.7% -$91.78万 减仓
NULG NUVEEN ESG $144.42万0.05%12,337 1,21510.9% $14.22万 加仓
BUFQ FIRST TRUST $144.16万0.05%36,710 5951.6% $2.34万 加仓
BE BLOOM ENERGY $144.03万0.05%4,758 1543.3% $4.66万 加仓
APH AMPHENOL CORP $142.69万0.05%8,093 2252.9% $3.97万 加仓
AFL AFLAC INC $141.43万0.05%12,062 1811.5% $2.12万 加仓
FTGS FIRST TRUST $141.42万0.05%38,220 -289-0.8% -$1.07万 减仓
NOC NORTHROP GRUMMAN $141.06万0.05%2,769 -1,906-40.8% -$97.10万 减仓
PWV INVESCO LARGE $140.25万0.05%18,510 1,0005.7% $7.58万 加仓
GRID FIRST TRUST $139.29万0.05%7,264 2,05339.4% $39.37万 加仓
AIQ GLOBAL X $139.11万0.05%21,202 100.0% $656 加仓
RPM RPM INTL INC $137.58万0.04%12,378 -74-0.6% -$8,225 减仓
VIS VANGUARD INDUSTRIALS $136.94万0.04%3,800 190.5% $6,847 加仓
PDI PIMCO DYNAMIC $136.83万0.04%81,936 3,5954.6% $6.00万 加仓
SCHO SCHWAB SHORT $136.37万0.04%56,491 -7,431-11.6% -$17.94万 减仓
ARCC ARES CAPITAL $136.34万0.04%73,575 -3,382-4.4% -$6.27万 减仓
PRF INVESCO FTSE $136.14万0.04%25,196 7733.2% $4.18万 加仓
CGSD CAPITAL GROUP $136.01万0.04%52,860 -1,466-2.7% -$3.77万 减仓
HCA HCA HEALTHCARE $135.93万0.04%3,486 -19-0.5% -$7,409 减仓
NKE NIKE INC $135.87万0.04%33,099 690.2% $2,832 加仓
FIXD FIRST TRUST $135.71万0.04%31,119 -11,182-26.4% -$48.77万 减仓
DIVI FRANKLIN INTL $135.42万0.04%31,700 11,96960.7% $51.13万 加仓
GSEW GOLDMAN SACHS $135.35万0.04%14,335 2,40620.2% $22.72万 加仓
— FIRST TR EXCHNG TRADED FD VI $135.00万0.04%60,894 -49-0.1% -$1,086 减仓
IJK ISHARES S&P $134.06万0.04%11,409 210.2% $2,468 加仓
WSM WILLIAMS SONOMA INC $133.89万0.04%5,744 1021.8% $2.38万 加仓
DUK DUKE ENERGY $132.65万0.04%10,480 680.7% $8,607 加仓