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 |
|---|---|---|---|---|---|---|---|---|
| — | HANCOCK JOHN PFD INCOME FD I | $46.86万 | 0.02% | 32,232 | 24 | 0.1% | $349 | 加仓 |
| AX | AXOS FINANCIAL INC | $46.75万 | 0.02% | 4,800 | -54 | -1.1% | -$5,259 | 减仓 |
| WTAI | WISDOMTREE ARTIFICIAL | $46.65万 | 0.02% | 9,828 | -359 | -3.5% | -$1.70万 | 减仓 |
| FTLS | FIRST TRUST | $46.33万 | 0.02% | 6,277 | 1 | 0.0% | $74 | 加仓 |
| SPAB | STATE STREET | $45.96万 | 0.02% | 18,011 | -628 | -3.4% | -$1.60万 | 减仓 |
| CARR | CARRIER GLOBAL | $45.92万 | 0.02% | 6,260 | 285 | 4.8% | $2.09万 | 加仓 |
| VOE | VANGUARD MID | $45.52万 | 0.01% | 2,304 | -190 | -7.6% | -$3.75万 | 减仓 |
| PFFD | GLOBAL X | $45.04万 | 0.01% | 24,096 | 14 | 0.1% | $262 | 加仓 |
| EWY | ISHARES MSCI | $44.74万 | 0.01% | 2,216 | 154 | 7.5% | $3.11万 | 加仓 |
| TER | TERADYNE INC | $44.70万 | 0.01% | 924 | -64 | -6.5% | -$3.10万 | 减仓 |
| DRI | DARDEN RESTAURANTS | $44.70万 | 0.01% | 2,170 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX | $44.30万 | 0.01% | 4,062 | 939 | 30.1% | $10.24万 | 加仓 |
| BSCR | INVESCO BULLETSHARES | $44.13万 | 0.01% | 22,500 | 0 | 0.0% | — | 不变 |
| ULVM | VICTORYSHARES U S | $44.08万 | 0.01% | 4,151 | -40 | -1.0% | -$4,247 | 减仓 |
| RKLB | ROCKET LAB | $43.74万 | 0.01% | 4,303 | 215 | 5.3% | $2.19万 | 加仓 |
| TOL | TOLL BROTHERS | $43.72万 | 0.01% | 2,654 | 7 | 0.3% | $1,153 | 加仓 |
| DHS | WISDOMTREE U S | $43.56万 | 0.01% | 3,831 | -40 | -1.0% | -$4,548 | 减仓 |
| SECT | MAIN SECTOR | $43.51万 | 0.01% | 6,037 | -4 | -0.1% | -$288 | 减仓 |
| XT | ISHARES EXPONENTIAL | $43.28万 | 0.01% | 5,238 | -372 | -6.6% | -$3.07万 | 减仓 |
| FITB | FIFTH THIRD | $43.11万 | 0.01% | 7,648 | 83 | 1.1% | $4,679 | 加仓 |
| — | STATE STREET | $43.01万 | 0.01% | 5,382 | -1,431 | -21.0% | -$11.44万 | 减仓 |
| IREN | IREN LTD | $43.00万 | 0.01% | 9,402 | 440 | 4.9% | $2.01万 | 加仓 |
| ROBT | FIRST TRUST | $42.97万 | 0.01% | 7,637 | -15 | -0.2% | -$844 | 减仓 |
| NULV | NUVEEN ESG | $42.92万 | 0.01% | 8,587 | 510 | 6.3% | $2.55万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $42.88万 | 0.01% | 8,579 | -88 | -1.0% | -$4,398 | 减仓 |
| IGIB | ISHARES 5-10 YEAR | $42.85万 | 0.01% | 8,060 | -19,813 | -71.1% | -$105.35万 | 减仓 |
| ON | ON SEMICONDUCTOR | $42.85万 | 0.01% | 4,533 | -600 | -11.7% | -$5.67万 | 减仓 |
| AUR | AURORA INNOVATION | $42.77万 | 0.01% | 62,709 | 2,130 | 3.5% | $1.45万 | 加仓 |
| RY | ROYAL BANK | $42.44万 | 0.01% | 2,051 | 5 | 0.2% | $1,035 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY | $42.38万 | 0.01% | 923 | 923 | — | $42.38万 | 新建仓 |
| CRGY | CRESCENT ENERGY | $42.28万 | 0.01% | 43,057 | -1,298 | -2.9% | -$1.27万 | 减仓 |
| — | GLOBAL X | $42.27万 | 0.01% | 8,998 | -1,353 | -13.1% | -$6.36万 | 减仓 |
| TIP | ISHARES TR | $42.10万 | 0.01% | 3,847 | -2,414 | -38.6% | -$26.42万 | 减仓 |
| NOBL | PROSHARES S&P | $41.81万 | 0.01% | 7,446 | -520 | -6.5% | -$2.92万 | 减仓 |
| AB | ALLIANCE BERNSTEIN | $41.67万 | 0.01% | 11,830 | 195 | 1.7% | $6,868 | 加仓 |
| GEM | GOLDMAN SACHS | $41.62万 | 0.01% | 8,003 | 196 | 2.5% | $1.02万 | 加仓 |
| BSCT | INVESCO BULLETSHARES | $41.52万 | 0.01% | 22,355 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTERNATIONAL | $41.28万 | 0.01% | 6,287 | -172 | -2.7% | -$1.13万 | 重新持有 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $40.77万 | 0.01% | 10,257 | -226 | -2.2% | -$8,984 | 减仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $40.76万 | 0.01% | 32,529 | -5,551 | -14.6% | -$6.96万 | 减仓 |
| EFAV | ISHARES MSCI | $40.50万 | 0.01% | 4,617 | -77 | -1.6% | -$6,754 | 减仓 |
| CEG | CONSTELLATION ENERGY | $40.37万 | 0.01% | 1,625 | 257 | 18.8% | $6.38万 | 加仓 |
| RCAT | RED CAT | $40.12万 | 0.01% | 37,672 | 950 | 2.6% | $1.01万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $39.85万 | 0.01% | 7,946 | -1,726 | -17.8% | -$8.66万 | 减仓 |
| CDL | VICTORYSHARES US | $39.82万 | 0.01% | 5,133 | 3 | 0.1% | $233 | 加仓 |
| BALL | BALL CORP | $39.76万 | 0.01% | 6,372 | -160 | -2.4% | -$9,985 | 减仓 |
| MTD | METTLER TOLEDO INTL INC | $39.35万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $39.12万 | 0.01% | 7,045 | -490 | -6.5% | -$2.72万 | 减仓 |
| MET | METLIFE INC | $39.09万 | 0.01% | 4,620 | -244 | -5.0% | -$2.06万 | 减仓 |
| IVLU | ISHARES MSCI | $38.94万 | 0.01% | 9,312 | 47 | 0.5% | $1,966 | 加仓 |
| EPD | ENTERPRISE PRODUCTS | $38.39万 | 0.01% | 10,442 | 719 | 7.4% | $2.64万 | 加仓 |
| TD | TORONTO DOMINION | $38.33万 | 0.01% | 3,156 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P | $38.05万 | 0.01% | 2,576 | -88 | -3.3% | -$1.30万 | 减仓 |
| QGRO | AMERICAN CENTURY | $37.82万 | 0.01% | 3,204 | 60 | 1.9% | $7,083 | 加仓 |
| COIN | COINBASE GLOBAL | $37.69万 | 0.01% | 2,578 | 90 | 3.6% | $1.32万 | 加仓 |
| BUCK | SIMPLIFY TREASURY | $37.40万 | 0.01% | 15,969 | 15,969 | — | $37.40万 | 新建仓 |
| SJNK | STATE STREET | $37.31万 | 0.01% | 14,907 | -200 | -1.3% | -$5,006 | 减仓 |
| MKL | MARKEL GROUP INC | $37.30万 | 0.01% | 191 | -8 | -4.0% | -$1.56万 | 减仓 |
| FHLC | FIDELITY MSCI | $37.18万 | 0.01% | 4,813 | -39 | -0.8% | -$3,013 | 减仓 |
| IHAK | ISHARES CYBERSECURITY | $37.08万 | 0.01% | 6,108 | -216 | -3.4% | -$1.31万 | 减仓 |
| ESML | ISHARES ESG | $36.84万 | 0.01% | 6,587 | -1,498 | -18.5% | -$8.38万 | 减仓 |
| MARA | MARA HOLDINGS | $36.79万 | 0.01% | 26,489 | -651 | -2.4% | -$9,043 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $36.67万 | 0.01% | 18,075 | 18,075 | — | $36.67万 | 新建仓 |
| WPC | W P CAREY | $36.59万 | 0.01% | 5,118 | 12 | 0.2% | $858 | 加仓 |
| PNC | PNC FINANCIAL | $36.52万 | 0.01% | 1,483 | 2 | 0.1% | $493 | 加仓 |
| NPCE | NEUROPACE INC | $36.47万 | 0.01% | 22,950 | 0 | 0.0% | — | 不变 |
| GSUS | GOLDMAN SACHS | $36.34万 | 0.01% | 3,525 | 409 | 13.1% | $4.22万 | 加仓 |
| CVS | CVS HEALTH | $36.31万 | 0.01% | 3,509 | -4 | -0.1% | -$414 | 减仓 |
| ACWV | ISHARES MSCI | $36.30万 | 0.01% | 3,019 | 2 | 0.1% | $240 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $36.15万 | 0.01% | 4,720 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL US | $36.07万 | 0.01% | 9,122 | 2,632 | 40.6% | $10.41万 | 加仓 |
| DFIC | DIMENSIONAL INTL | $36.06万 | 0.01% | 9,679 | 9,679 | — | $36.06万 | 新建仓 |
| SCHH | SCHWAB US | $35.96万 | 0.01% | 15,184 | -3,029 | -16.6% | -$7.17万 | 减仓 |
| ONEY | STATE STREET | $35.92万 | 0.01% | 2,804 | 0 | 0.0% | — | 不变 |
| EVSM | EATON VANCE | $35.72万 | 0.01% | 7,100 | 7,100 | — | $35.72万 | 新建仓 |
| DINO | HF SINCLAIR | $35.34万 | 0.01% | 5,074 | 280 | 5.8% | $1.95万 | 加仓 |
| SGOV | ISHARES 0-3 | $35.28万 | 0.01% | 3,505 | 1,255 | 55.8% | $12.63万 | 加仓 |
| MLM | MARTIN MARIETTA | $35.21万 | 0.01% | 611 | 52 | 9.3% | $3.00万 | 加仓 |
| CLS | CELESTICA INC | $35.02万 | 0.01% | 960 | 100 | 11.6% | $3.65万 | 加仓 |
| IVOV | VANGUARD S&P | $34.92万 | 0.01% | 3,061 | 0 | 0.0% | — | 不变 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $34.86万 | 0.01% | 5,939 | -181 | -3.0% | -$1.06万 | 减仓 |
| IDEV | ISHARES TR | $34.73万 | 0.01% | 3,902 | -220 | -5.3% | -$1.96万 | 减仓 |
| AVEM | AVANTIS EMERGING | $34.62万 | 0.01% | 3,588 | 3,588 | — | $34.62万 | 新建仓 |
| — | VICTORYSHARES US | $34.29万 | 0.01% | 5,227 | 2 | 0.0% | $131 | 加仓 |
| AVSC | AVANTIS U S | $34.15万 | 0.01% | 4,656 | -325 | -6.5% | -$2.38万 | 减仓 |
| VCR | VANGUARD CONSUMER | $34.03万 | 0.01% | 858 | 1 | 0.1% | $397 | 加仓 |
| AAL | AMERICAN AIRLINES | $33.92万 | 0.01% | 18,771 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $33.91万 | 0.01% | 2,946 | -393 | -11.8% | -$4.52万 | 减仓 |
| LMUB | ISHARES LONG | $33.87万 | 0.01% | 6,612 | 6,612 | — | $33.87万 | 新建仓 |
| IWV | ISHARES RUSSELL | $33.85万 | 0.01% | 794 | -26 | -3.2% | -$1.11万 | 减仓 |
| WMB | WILLIAMS COS | $33.71万 | 0.01% | 4,535 | 32 | 0.7% | $2,379 | 加仓 |
| STT | STATE STREET | $33.69万 | 0.01% | 1,987 | -14 | -0.7% | -$2,374 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY | $33.68万 | 0.01% | 1,771 | 138 | 8.5% | $2.62万 | 加仓 |
| MCO | MOODYS CORP | $33.64万 | 0.01% | 743 | -20 | -2.6% | -$9,056 | 减仓 |
| GEHC | GE HEALTHCARE | $33.41万 | 0.01% | 5,220 | 49 | 0.9% | $3,136 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $33.19万 | 0.01% | 36,000 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J | $32.99万 | 0.01% | 1,437 | -70 | -4.6% | -$1.61万 | 减仓 |
| GCOW | PACER GLOBAL | $32.84万 | 0.01% | 7,584 | 620 | 8.9% | $2.68万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $32.77万 | 0.01% | 7,198 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD | $32.72万 | 0.01% | 8,840 | -784 | -8.1% | -$2.90万 | 减仓 |