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
EFAA INVESCO MSCI $92.60万0.03%16,607 -134-0.8% -$7,472 减仓
FPEI FIRST TRUST $92.52万0.03%47,963 -3,603-7.0% -$6.95万 减仓
CGNX COGNEX CORP $92.15万0.03%12,725 12,725— $92.15万 新建仓
FANG DIAMONDBACK ENERGY $92.14万0.03%5,242 3386.9% $5.94万 加仓
DLN WISDOMTREE U S $92.10万0.03%9,562 -93-1.0% -$8,957 减仓
JMUB J P MORGAN EXCHANGE TRADED F $90.94万0.03%17,953 4,03729.0% $20.45万 加仓
CDC VICTORYSHARES U S $90.53万0.03%12,173 -53-0.4% -$3,942 减仓
— NUVEEN ESG $90.28万0.03%42,119 6,65718.8% $14.27万 加仓
DAPP VANECK DIGITAL $89.69万0.03%46,280 3,5908.4% $6.96万 加仓
UPS UNITED PARCEL $89.31万0.03%8,308 -1,891-18.5% -$20.33万 减仓
BKH BLACK HILLS CORP $89.03万0.03%11,967 2031.7% $1.51万 加仓
EIX EDISON INTL $88.91万0.03%11,943 940.8% $6,998 加仓
STX SEAGATE TECHNOLOGY $88.88万0.03%921 -559-37.8% -$53.95万 减仓
JMEE JPMORGAN SMALL $88.75万0.03%11,374 -148-1.3% -$1.15万 减仓
IDXX IDEXX LABS INC $88.36万0.03%1,679 -50-2.9% -$2.63万 减仓
MAR MARRIOTT INTL INC NEW $88.32万0.03%2,383 66138.4% $24.50万 加仓
IDMO INVESCO S&P $88.30万0.03%14,646 1,59612.2% $9.62万 加仓
OHI OMEGA HEALTHCARE $88.10万0.03%18,477 -44-0.2% -$2,098 减仓
RF REGIONS FINANCIAL $87.55万0.03%28,991 -23-0.1% -$695 减仓
CB CHUBB LTD $86.84万0.03%2,549 -5-0.2% -$1,703 减仓
TDIV FIRST TRUST $86.41万0.03%7,522 -255-3.3% -$2.93万 减仓
IBIT ISHARES BITCOIN $86.20万0.03%25,893 -886-3.3% -$2.95万 减仓
NDAQ NASDAQ INC $86.00万0.03%10,911 3,12540.1% $24.63万 加仓
IWN ISHARES RUSSELL $85.81万0.03%3,880 381.0% $8,405 加仓
SSNC SS&C TECH HLDGS $84.68万0.03%13,647 -94-0.7% -$5,833 减仓
AZO AUTOZONE INC $84.05万0.03%263 00.0% — 不变
FTNT FORTINET INC $83.71万0.03%5,449 5,449— $83.71万 新建仓
ARKW ARK NEXT $82.99万0.03%5,729 -1,991-25.8% -$28.84万 减仓
VHT VANGUARD HEALTH $82.47万0.03%2,758 30012.2% $8.97万 加仓
IWS ISHARES RUSS $82.29万0.03%4,999 -134-2.6% -$2.21万 减仓
HLT HILTON WORLDWIDE $82.18万0.03%2,487 341.4% $1.12万 加仓
OTIS OTIS WORLDWIDE CORP $82.07万0.03%11,462 -1,009-8.1% -$7.22万 减仓
MKC MCCORMICK & CO INC $82.06万0.03%16,275 -1,151-6.6% -$5.80万 减仓
GD GENERAL DYNAMICS $81.75万0.03%2,308 -1,126-32.8% -$39.88万 减仓
CERY SPDR SERIES TRUST $81.60万0.03%24,409 -131-0.5% -$4,379 减仓
DLR DIGITAL REALTY $81.27万0.03%4,525 40.1% $718 加仓
JHMM JOHN HANCOCK $80.78万0.03%10,777 -379-3.4% -$2.84万 减仓
ITW ILLINOIS TOOL $80.45万0.03%2,974 93145.6% $25.18万 加仓
DELL DELL TECHNOLOGIES $79.96万0.03%1,853 -403-17.9% -$17.39万 减仓
QQQJ INVESCO NASDAQ $79.88万0.03%17,578 1,4699.1% $6.68万 加仓
CSQ CALAMOS STRATEGIC $79.79万0.03%38,810 00.0% — 不变
ISRG INTUITIVE SURGICAL INC 看跌期权 $79.54万0.03%2,000 00.0% — 不变
BOTZ GLOBAL X $79.33万0.03%20,911 1490.7% $5,653 加仓
FTEC FIDELITY MSCI $79.10万0.03%2,770 87346.0% $24.93万 加仓
EZM WISDOMTREE U S $79.02万0.03%10,428 -4,166-28.5% -$31.57万 减仓
ARKQ ARK AUTONOMOUS $78.86万0.03%5,964 1582.7% $2.09万 加仓
FEZ STATE STREET $78.68万0.03%11,456 -112-1.0% -$7,692 减仓
DECK DECKERS OUTDOOR $77.10万0.03%7,765 1,02515.2% $10.18万 加仓
EMXC ISHARES MSCI $77.07万0.03%7,534 60.1% $614 加仓
— VANECK ETF TRUST $76.92万0.03%12,040 12,040— $76.92万 新建仓
FUTY FIDELITY MSCI $76.70万0.03%13,129 7065.7% $4.12万 加仓
BKLC BNY MELLON ETF TRUST $76.24万0.02%5,317 5,317— $76.24万 新建仓
KLAC KLA CORP $75.99万0.02%2,519 2,2911,004.8% $69.11万 重新持有
BP BP PLC $75.94万0.02%20,553 1,2046.2% $4.45万 加仓
XSSPX NUVEEN S&P 500 $75.56万0.02%40,537 380.1% $708 加仓
SIVR ABRDN PHYSICAL $75.56万0.02%13,440 3832.9% $2.15万 加仓
— HULL TACTICAL $75.50万0.02%17,218 -2,314-11.8% -$10.15万 减仓
— FIRST TRUST $75.46万0.02%15,158 2,56220.3% $12.75万 加仓
MTB M&T BANK $75.43万0.02%3,169 -101-3.1% -$2.40万 减仓
QYLD GLOBAL X $75.00万0.02%40,697 1,8264.7% $3.37万 加仓
MDY SPDR S&P $74.91万0.02%1,065 00.0% — 不变
BSCQ INVESCO BULLETSHARES $74.74万0.02%38,280 5031.3% $9,821 加仓
DON WISDOMTREE U S $74.39万0.02%13,162 -386-2.8% -$2.18万 减仓
NBIS NEBIUS GROUP N.V. $74.12万0.02%2,684 -136-4.8% -$3.76万 减仓
GIS GENERAL MILLS $73.52万0.02%21,127 1,7719.1% $6.16万 加仓
HPQ HP INC $73.04万0.02%33,291 -8,153-19.7% -$17.89万 减仓
BG BUNGE GLOBAL SA $73.01万0.02%6,840 731.1% $7,792 加仓
CWI STATE STREET $72.86万0.02%17,915 -4,628-20.5% -$18.82万 减仓
— TARGET CORP $72.73万0.02%5,568 5,568— $72.73万 新建仓
VCIT VANGUARD INTERMEDIATE $72.70万0.02%8,796 1,14314.9% $9.45万 加仓
SCHW SCHWAB CHARLES $72.60万0.02%7,868 1582.0% $1.46万 加仓
FRDM FREEDOM 100 $72.33万0.02%9,922 -403-3.9% -$2.94万 减仓
ADBE ADOBE INC $72.05万0.02%3,514 -274-7.2% -$5.62万 减仓
IWB ISHARES RUSSELL $71.92万0.02%1,756 100.6% $4,096 加仓
BR BROADRIDGE FINL SOLUTIONS IN $71.91万0.02%5,251 -651-11.0% -$8.92万 减仓
CMG CHIPOTLE MEXICAN $71.30万0.02%20,971 -1,658-7.3% -$5.64万 减仓
TSCO TRACTOR SUPPLY CO $70.99万0.02%22,457 5452.5% $1.72万 加仓
MRSH MARSH $70.86万0.02%4,251 270.6% $4,501 加仓
NVO NOVO NORDISK $70.54万0.02%14,714 -1,557-9.6% -$7.46万 减仓
PWR QUANTA SERVICES $70.44万0.02%978 -25-2.5% -$1.80万 减仓
BKNG BOOKING HOLDINGS $70.08万0.02%3,932 3,7572,146.9% $66.96万 重新持有
VICI VICI PPTYS INC $69.86万0.02%26,313 -551-2.1% -$1.46万 减仓
CRH CRH PLC $69.77万0.02%6,520 661.0% $7,062 加仓
HEQT SIMPLIFY HEDGED $69.16万0.02%20,619 8,02063.7% $26.90万 加仓
PRFZ INVESCO RAFI $68.70万0.02%12,319 1,0569.4% $5.89万 加仓
FXU FIRST TRUST $68.37万0.02%13,856 2,15218.4% $10.62万 加仓
VONV VANGUARD RUSSELL $68.27万0.02%6,421 -9,807-60.4% -$104.27万 减仓
EMHC SPDR SERIES TRUST $68.21万0.02%26,811 15,524137.5% $39.49万 加仓
EMLP FIRST TRUST $68.14万0.02%15,665 1360.9% $5,916 加仓
VDE VANGUARD ENERGY $67.79万0.02%4,515 120.3% $1,802 加仓
ARKK ARK INNOVATION $67.72万0.02%8,379 -146-1.7% -$1.18万 减仓
SPGM STATE STREET $67.64万0.02%7,895 -182-2.3% -$1.56万 减仓
ISTB ISHARES CORE $67.54万0.02%13,999 -1,562-10.0% -$7.54万 减仓
CGMM CAPITAL GROUP $67.21万0.02%20,385 -1,047-4.9% -$3.45万 减仓
WELL WELLTOWER INC $66.91万0.02%2,948 40916.1% $9.28万 加仓
MUC BLACKROCK MUNIHLDNGS CALI $66.89万0.02%60,865 00.0% — 不变
HPE HEWLETT PACKARD $66.74万0.02%14,796 -121-0.8% -$5,458 减仓
LIT GLOBAL X $66.64万0.02%8,514 2,88851.3% $22.61万 加仓
TLH ISHARES 10-20YR $66.45万0.02%6,621 2183.4% $2.19万 加仓
PRU PRUDENTIAL FINANCIAL $66.33万0.02%6,146 -86-1.4% -$9,282 减仓