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 |
|---|---|---|---|---|---|---|---|---|
| CALF | PACER U S | $132.51万 | 0.04% | 26,182 | -2,584 | -9.0% | -$13.08万 | 减仓 |
| GWW | GRAINGER W W | $130.88万 | 0.04% | 962 | 2 | 0.2% | $2,721 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $130.72万 | 0.04% | 6,900 | -36 | -0.5% | -$6,820 | 减仓 |
| FTA | FIRST TRUST | $129.91万 | 0.04% | 13,421 | -589 | -4.2% | -$5.70万 | 减仓 |
| SPYX | STATE STREET | $129.55万 | 0.04% | 21,202 | 70 | 0.3% | $4,277 | 加仓 |
| IEI | ISHARES 3-7YR | $129.24万 | 0.04% | 11,004 | 1,938 | 21.4% | $22.76万 | 加仓 |
| ADM | ARCHER DANIELS | $129.22万 | 0.04% | 16,914 | 1,000 | 6.3% | $7.64万 | 加仓 |
| XME | STATE STREET | $128.90万 | 0.04% | 12,055 | 556 | 4.8% | $5.95万 | 加仓 |
| EMB | ISHARES TR | $128.75万 | 0.04% | 13,350 | -558 | -4.0% | -$5.38万 | 减仓 |
| — | ALGER MID | $128.25万 | 0.04% | 51,678 | -6,777 | -11.6% | -$16.82万 | 减仓 |
| CNEQ | ALGER CONCENTRATED | $128.15万 | 0.04% | 31,052 | -847 | -2.7% | -$3.50万 | 减仓 |
| XSMO | INVESCO S&P | $126.80万 | 0.04% | 13,543 | 208 | 1.6% | $1.95万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $126.65万 | 0.04% | 54,030 | 29,131 | 117.0% | $68.28万 | 加仓 |
| SNDK | SANDISK CORP | $126.42万 | 0.04% | 556 | 556 | — | $126.42万 | 新建仓 |
| ALLW | STATE STREET | $126.19万 | 0.04% | 43,113 | 11,676 | 37.1% | $34.18万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $125.65万 | 0.04% | 7,036 | 240 | 3.5% | $4.29万 | 加仓 |
| FYC | FIRST TRUST | $125.60万 | 0.04% | 9,864 | -1,628 | -14.2% | -$20.73万 | 减仓 |
| BMY | BRISTOL MYERS | $125.60万 | 0.04% | 21,798 | -331 | -1.5% | -$1.91万 | 减仓 |
| WFC | WELLS FARGO | $124.95万 | 0.04% | 15,120 | -751 | -4.7% | -$6.21万 | 减仓 |
| FAST | FASTENAL CO | $124.93万 | 0.04% | 26,011 | -217 | -0.8% | -$1.04万 | 减仓 |
| AMT | AMERICAN TOWER | $124.26万 | 0.04% | 7,597 | 255 | 3.5% | $4.17万 | 加仓 |
| ALAI | ALGER AI | $124.06万 | 0.04% | 27,182 | -218 | -0.8% | -$9,950 | 减仓 |
| STOT | SSGA ACTIVE TR | $122.94万 | 0.04% | 26,124 | 20,858 | 396.1% | $98.16万 | 重新持有 |
| FBT | FIRST TRUST | $121.76万 | 0.04% | 4,912 | 150 | 3.1% | $3.72万 | 加仓 |
| SLYV | STATE STREET | $121.74万 | 0.04% | 11,157 | 2,482 | 28.6% | $27.08万 | 加仓 |
| BWXT | BWX TECHNOLOGIES | $121.74万 | 0.04% | 6,254 | -55 | -0.9% | -$1.07万 | 减仓 |
| IGV | ISHARES EXPANDED | $121.36万 | 0.04% | 13,395 | 5,911 | 79.0% | $53.56万 | 加仓 |
| PAYX | PAYCHEX INC | $121.34万 | 0.04% | 12,340 | -409 | -3.2% | -$4.02万 | 减仓 |
| — | DIMENSIONAL US | $119.76万 | 0.04% | 14,545 | 972 | 7.2% | $8.00万 | 加仓 |
| PM | PHILIP MORRIS | $119.72万 | 0.04% | 6,618 | 27 | 0.4% | $4,884 | 加仓 |
| FIW | FIRST TRUST | $118.23万 | 0.04% | 10,795 | 78 | 0.7% | $8,543 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $117.92万 | 0.04% | 37,162 | -969 | -2.5% | -$3.07万 | 减仓 |
| ROK | ROCKWELL AUTOMATION | $117.70万 | 0.04% | 2,377 | 4 | 0.2% | $1,981 | 加仓 |
| IWR | ISHARES RUSSELL | $117.66万 | 0.04% | 10,666 | -200 | -1.8% | -$2.21万 | 减仓 |
| FTSL | FIRST TRUST | $117.56万 | 0.04% | 26,270 | -66,422 | -71.7% | -$297.24万 | 减仓 |
| XCEM | COLUMBIA EM | $117.01万 | 0.04% | 22,128 | 2 | 0.0% | $106 | 加仓 |
| IONQ | IONQ INC | $116.64万 | 0.04% | 21,901 | 778 | 3.7% | $4.14万 | 加仓 |
| TCAL | T ROWE | $115.92万 | 0.04% | 52,217 | 248 | 0.5% | $5,506 | 加仓 |
| LVHI | FRANKLIN INTL | $115.86万 | 0.04% | 28,547 | 9,179 | 47.4% | $37.25万 | 加仓 |
| BKUI | BNY MELLON | $115.33万 | 0.04% | 23,173 | 173 | 0.8% | $8,610 | 加仓 |
| VTEB | VANGUARD MUNICIPAL | $114.14万 | 0.04% | 22,565 | 3,457 | 18.1% | $17.49万 | 加仓 |
| EES | WISDOMTREE TR | $113.62万 | 0.04% | 16,761 | 11,422 | 213.9% | $77.43万 | 加仓 |
| GDX | VANECK GOLD | $113.57万 | 0.04% | 15,053 | -214 | -1.4% | -$1.61万 | 减仓 |
| RPG | INVESCO S&P | $113.02万 | 0.04% | 17,700 | 1,200 | 7.3% | $7.66万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $112.52万 | 0.04% | 22,285 | -5,230 | -19.0% | -$26.41万 | 减仓 |
| APD | AIR PRODUCTS | $112.28万 | 0.04% | 3,830 | -7 | -0.2% | -$2,052 | 减仓 |
| ESGE | ISHARES ESG | $111.49万 | 0.04% | 20,386 | 1,020 | 5.3% | $5.58万 | 加仓 |
| DE | DEERE & CO | $110.82万 | 0.04% | 1,747 | -24 | -1.4% | -$1.52万 | 减仓 |
| VEU | VANGUARD FTSE | $110.77万 | 0.04% | 13,226 | -3,280 | -19.9% | -$27.47万 | 减仓 |
| GBCI | GLACIER BANCORP | $110.76万 | 0.04% | 21,474 | 21,474 | — | $110.76万 | 新建仓 |
| BUFP | PGIM LADDERED | $110.48万 | 0.04% | 34,471 | 34,471 | — | $110.48万 | 新建仓 |
| DHR | DANAHER CORP | $110.41万 | 0.04% | 5,797 | -138 | -2.3% | -$2.63万 | 减仓 |
| DSI | ISHARES ESG | $109.14万 | 0.04% | 7,665 | 1,392 | 22.2% | $19.82万 | 加仓 |
| ICE | INTERCONTINENTAL EXCH | $108.84万 | 0.04% | 8,841 | -111 | -1.2% | -$1.37万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $108.26万 | 0.04% | 18,461 | 18,461 | — | $108.26万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $108.15万 | 0.04% | 17,413 | -3,072 | -15.0% | -$19.08万 | 减仓 |
| EEM | ISHARES MSCI | $107.66万 | 0.04% | 15,737 | 1,867 | 13.5% | $12.77万 | 加仓 |
| EFG | ISHARES MSCI | $107.13万 | 0.04% | 8,610 | -59 | -0.7% | -$7,341 | 减仓 |
| VWO | VANGUARD FSTE | $106.69万 | 0.03% | 17,874 | -3,375 | -15.9% | -$20.15万 | 减仓 |
| MDYG | STATE STREET | $106.44万 | 0.03% | 9,496 | -634 | -6.3% | -$7.11万 | 减仓 |
| VOT | VANGUARD MID | $105.86万 | 0.03% | 3,456 | -96 | -2.7% | -$2.94万 | 减仓 |
| VBR | VANGUARD SMALL | $105.38万 | 0.03% | 4,337 | -137 | -3.1% | -$3.33万 | 减仓 |
| DTCR | GLOBAL X | $104.74万 | 0.03% | 34,489 | 1,830 | 5.6% | $5.56万 | 加仓 |
| FDX | FEDEX CORP | $104.49万 | 0.03% | 3,337 | -1,503 | -31.1% | -$47.06万 | 减仓 |
| OEF | ISHARES S&P | $103.86万 | 0.03% | 2,839 | -1,766 | -38.3% | -$64.61万 | 减仓 |
| EPI | WISDOMTREE INDIA | $103.27万 | 0.03% | 24,141 | 14,581 | 152.5% | $62.38万 | 加仓 |
| EMR | EMERSON ELECTRIC | $102.08万 | 0.03% | 7,131 | -542 | -7.1% | -$7.76万 | 减仓 |
| HELO | JPMORGAN HEDGED | $102.04万 | 0.03% | 15,100 | 1,039 | 7.4% | $7.02万 | 加仓 |
| VLO | VALERO ENERGY | $101.65万 | 0.03% | 3,903 | -162 | -4.0% | -$4.22万 | 减仓 |
| SPHD | INVESCO S&P | $101.44万 | 0.03% | 19,953 | 72 | 0.4% | $3,660 | 加仓 |
| ADI | ANALOG DEVICES | $101.31万 | 0.03% | 2,551 | -178 | -6.5% | -$7.07万 | 减仓 |
| VFH | VANGUARD FINANCIALS | $100.75万 | 0.03% | 7,656 | -604 | -7.3% | -$7.95万 | 减仓 |
| SKYY | FIRST TRUST | $100.73万 | 0.03% | 7,486 | -64 | -0.8% | -$8,611 | 减仓 |
| GILD | GILEAD SCIENCES | $100.23万 | 0.03% | 7,933 | -16 | -0.2% | -$2,022 | 减仓 |
| ICLO | INVESCO AAA | $99.92万 | 0.03% | 39,063 | 783 | 2.0% | $2.00万 | 加仓 |
| — | SPDR SERIES TRUST | $99.83万 | 0.03% | 39,812 | 2,375 | 6.3% | $5.96万 | 加仓 |
| FGD | FIRST TRUST | $99.54万 | 0.03% | 31,116 | -652 | -2.1% | -$2.09万 | 减仓 |
| VV | VANGUARD LARGE | $99.32万 | 0.03% | 2,888 | -68 | -2.3% | -$2.34万 | 减仓 |
| VTIP | VANGUARD SHORT | $99.08万 | 0.03% | 19,726 | 1,948 | 11.0% | $9.78万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL | $99.06万 | 0.03% | 16,815 | 7,356 | 77.8% | $43.33万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $98.86万 | 0.03% | 35,369 | 35,369 | — | $98.86万 | 新建仓 |
| COWG | PACER US | $98.85万 | 0.03% | 24,621 | -3,593 | -12.7% | -$14.42万 | 减仓 |
| IGSB | ISHARES 1-5 | $98.07万 | 0.03% | 18,712 | 2,125 | 12.8% | $11.14万 | 加仓 |
| DXJ | WISDOMTREE JAPAN | $97.30万 | 0.03% | 5,607 | -1,779 | -24.1% | -$30.87万 | 减仓 |
| BUFF | INNOVATOR ETFS | $96.95万 | 0.03% | 18,403 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA | $96.80万 | 0.03% | 4,322 | -121 | -2.7% | -$2.71万 | 减仓 |
| NUE | NUCOR CORP | $96.75万 | 0.03% | 4,343 | -35 | -0.8% | -$7,797 | 减仓 |
| ICOP | ISHARES COPPER | $96.71万 | 0.03% | 19,645 | 3,540 | 22.0% | $17.43万 | 加仓 |
| KKR | KKR & CO | $96.65万 | 0.03% | 10,531 | 44 | 0.4% | $4,038 | 加仓 |
| SGOL | ABRDN STANDARD | $96.51万 | 0.03% | 25,244 | 585 | 2.4% | $2.24万 | 加仓 |
| DFUS | DIMENSIONAL US | $95.82万 | 0.03% | 11,694 | -3,316 | -22.1% | -$27.17万 | 减仓 |
| MSTR | STRATEGY INC | $95.64万 | 0.03% | 11,002 | -1,952 | -15.1% | -$16.97万 | 减仓 |
| EVTR | EATON VANCE | $95.54万 | 0.03% | 18,840 | -225,353 | -92.3% | -$1,142.77万 | 减仓 |
| SMCI | SUPER MICRO | $95.53万 | 0.03% | 32,570 | 32,570 | — | $95.53万 | 新建仓 |
| FLTR | VANECK IG | $95.08万 | 0.03% | 37,127 | 3 | 0.0% | $77 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $94.89万 | 0.03% | 6,822 | -697 | -9.3% | -$9.70万 | 减仓 |
| MGV | VANGUARD MEGA | $94.17万 | 0.03% | 5,761 | 49 | 0.9% | $8,010 | 加仓 |
| FNCL | FIDELITY MSCI | $94.16万 | 0.03% | 12,299 | 2 | 0.0% | $153 | 加仓 |
| ESGU | ISHARES ESG | $94.15万 | 0.03% | 5,753 | -198 | -3.3% | -$3.24万 | 减仓 |
| ATEC | ALPHATEC HOLDINGS | $94.13万 | 0.03% | 108,814 | 4,905 | 4.7% | $4.24万 | 加仓 |