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 |
|---|---|---|---|---|---|---|---|---|
| IGPT | INVESCO NEXT | $32.69万 | 0.01% | 3,140 | 3,140 | — | $32.69万 | 新建仓 |
| NFLT | VIRTUS NEWFLEET | $32.69万 | 0.01% | 14,243 | -1,737 | -10.9% | -$3.99万 | 减仓 |
| FTQI | FIRST TRUST | $32.62万 | 0.01% | 14,769 | 586 | 4.1% | $1.29万 | 加仓 |
| EUSB | ISHARES ESG | $32.60万 | 0.01% | 7,504 | 572 | 8.3% | $2.49万 | 加仓 |
| SLB | SLB LTD | $32.50万 | 0.01% | 6,992 | -552 | -7.3% | -$2.57万 | 减仓 |
| — | STRATEGY NASDAQ | $32.45万 | 0.01% | 14,207 | -401 | -2.7% | -$9,160 | 减仓 |
| AVIV | AVANTIS INTL | $32.43万 | 0.01% | 4,189 | 4,189 | — | $32.43万 | 新建仓 |
| PTY | PIMCO CORPORATE | $32.35万 | 0.01% | 26,893 | -2,225 | -7.6% | -$2.68万 | 减仓 |
| UTG | REAVES UTILITY | $32.28万 | 0.01% | 7,927 | 390 | 5.2% | $1.59万 | 加仓 |
| CPRT | COPART INC | $32.23万 | 0.01% | 11,434 | -4,866 | -29.9% | -$13.72万 | 减仓 |
| FFIN | FIRST FINANCIAL | $32.13万 | 0.01% | 9,285 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY | $32.08万 | 0.01% | 2,747 | -258 | -8.6% | -$3.01万 | 减仓 |
| IDV | ISHARES INTL | $32.07万 | 0.01% | 7,741 | -4,784 | -38.2% | -$19.82万 | 减仓 |
| QQEW | FIRST TRUST | $32.02万 | 0.01% | 2,006 | 0 | 0.0% | — | 不变 |
| — | PGIM HIGH | $31.92万 | 0.01% | 24,441 | -1,793 | -6.8% | -$2.34万 | 减仓 |
| FLQM | FRANKLIN US | $31.91万 | 0.01% | 5,513 | -28 | -0.5% | -$1,621 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $31.88万 | 0.01% | 9,018 | -1,866 | -17.1% | -$6.60万 | 减仓 |
| AHR | AMERICAN HEALTHCARE | $31.86万 | 0.01% | 6,108 | -5,732 | -48.4% | -$29.89万 | 减仓 |
| SMLV | STATE STREET | $31.71万 | 0.01% | 2,015 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL SUPERDIVIDEND | $31.65万 | 0.01% | 12,949 | 54 | 0.4% | $1,320 | 加仓 |
| FFOG | FRANKLIN FOCUSED | $31.26万 | 0.01% | 6,068 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $31.22万 | 0.01% | 1,121 | 1 | 0.1% | $279 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $31.11万 | 0.01% | 10,523 | -9,517 | -47.5% | -$28.13万 | 减仓 |
| ONEQ | FIDELITY NASDAQ | $30.97万 | 0.01% | 3,001 | -39 | -1.3% | -$4,025 | 减仓 |
| — | ISHARES ETHEREUM | $30.86万 | 0.01% | 25,958 | 4,124 | 18.9% | $4.90万 | 加仓 |
| CGSM | CAPITAL GROUP | $30.65万 | 0.01% | 11,618 | 120 | 1.0% | $3,166 | 加仓 |
| LGLV | STATE STREET | $30.52万 | 0.01% | 1,682 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES MSCI | $30.38万 | 0.01% | 7,018 | 785 | 12.6% | $3.40万 | 加仓 |
| BSMQ | INVESCO BULLETSHARES | $30.28万 | 0.01% | 12,861 | 1,661 | 14.8% | $3.91万 | 加仓 |
| DVYE | ISHARES EMERGING | $30.22万 | 0.01% | 9,375 | -1,044 | -10.0% | -$3.36万 | 减仓 |
| MNST | MONSTER BEVERAGE | $30.17万 | 0.01% | 3,139 | 105 | 3.5% | $1.01万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $30.11万 | 0.01% | 3,917 | -284 | -6.8% | -$2.18万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $29.54万 | 0.01% | 15,142 | -141 | -0.9% | -$2,751 | 减仓 |
| MELI | MERCADOLIBRE INC | $29.53万 | 0.01% | 174 | -170 | -49.4% | -$28.86万 | 减仓 |
| SUSB | ISHARES TRUST | $29.49万 | 0.01% | 11,799 | -383 | -3.1% | -$9,571 | 减仓 |
| HIMS | HIMS & HERS | $29.44万 | 0.01% | 8,492 | 8,492 | — | $29.44万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $29.12万 | 0.01% | 12,589 | -7,365 | -36.9% | -$17.04万 | 减仓 |
| UTES | VIRTUS REAVES | $29.10万 | 0.01% | 3,560 | 99 | 2.9% | $8,093 | 加仓 |
| WST | WEST PHARMACEUTICAL | $28.99万 | 0.01% | 808 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME | $28.95万 | 0.01% | 4,672 | 22 | 0.5% | $1,363 | 加仓 |
| IXJ | ISHARES GLOBAL | $28.94万 | 0.01% | 2,942 | -105 | -3.4% | -$1.03万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS | $28.71万 | 0.01% | 16,917 | -3,400 | -16.7% | -$5.77万 | 减仓 |
| JSML | JANUS DETROIT | $28.57万 | 0.01% | 3,070 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES RUSSELL | $28.50万 | 0.01% | 3,700 | 693 | 23.0% | $5.34万 | 加仓 |
| GUNR | FLEXSHARES TR | $28.44万 | 0.01% | 5,771 | 5,771 | — | $28.44万 | 新建仓 |
| DT | DYNATRACE INC | $28.36万 | 0.01% | 6,458 | 6,458 | — | $28.36万 | 新建仓 |
| ROBO | ROBO GLOBAL | $28.31万 | 0.01% | 3,305 | -144 | -4.2% | -$1.23万 | 减仓 |
| IWO | ISHARES RUSSELL | $28.22万 | 0.01% | 716 | -50 | -6.5% | -$1.97万 | 减仓 |
| VVR | INVESCO SR INCOME TR | $28.18万 | 0.01% | 93,935 | -15,646 | -14.3% | -$4.69万 | 减仓 |
| NEAR | ISHARES SHORT | $28.00万 | 0.01% | 5,528 | 193 | 3.6% | $9,777 | 加仓 |
| SHEL | SHELL PLC | $27.95万 | 0.01% | 3,604 | 394 | 12.3% | $3.06万 | 加仓 |
| TLT | 20 YR TR BD ETF | $27.91万 | 0.01% | 3,229 | -804 | -19.9% | -$6.95万 | 减仓 |
| TWLO | TWILIO INC | $27.59万 | 0.01% | 1,337 | 1,337 | — | $27.59万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $27.46万 | 0.01% | 1,448 | 2 | 0.1% | $379 | 加仓 |
| SFLO | VICTORYSHARES SMALL | $27.36万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $27.29万 | 0.01% | 6,084 | -225 | -3.6% | -$1.01万 | 减仓 |
| APP | APPLOVIN CORP | $27.26万 | 0.01% | 529 | 529 | — | $27.26万 | 新建仓 |
| BBDC | BARINGS BDC | $27.20万 | 0.01% | 31,929 | -322 | -1.0% | -$2,743 | 减仓 |
| QTEC | FIRST TRUST | $27.15万 | 0.01% | 811 | 811 | — | $27.15万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $26.85万 | 0.01% | 1,055 | -1,528 | -59.2% | -$38.89万 | 重新持有 |
| VPL | VANGUARD INTL EQUITY INDEX F | $26.83万 | 0.01% | 2,319 | -823 | -26.2% | -$9.52万 | 减仓 |
| JMST | JPMORGAN | $26.78万 | 0.01% | 5,251 | -1,119 | -17.6% | -$5.71万 | 减仓 |
| — | ALPS DISRUPTIVE | $26.77万 | 0.01% | 5,560 | -175 | -3.1% | -$8,426 | 减仓 |
| FCX | FREEPORT MCMORAN | $26.64万 | 0.01% | 4,236 | 230 | 5.7% | $1.45万 | 加仓 |
| NU | NU HOLDINGS | $26.59万 | 0.01% | 19,905 | -185 | -0.9% | -$2,472 | 减仓 |
| PMBS | PIMCO ETF TR | $26.58万 | 0.01% | 5,383 | 5,383 | — | $26.58万 | 新建仓 |
| NTR | NUTRIEN LTD | $26.51万 | 0.01% | 4,212 | 5 | 0.1% | $315 | 加仓 |
| PKW | INVESCO BUYBACK | $26.49万 | 0.01% | 1,870 | 22 | 1.2% | $3,116 | 加仓 |
| DFUV | DIMENSIONAL US | $26.36万 | 0.01% | 4,791 | 12 | 0.3% | $660 | 加仓 |
| CGHM | CAPITAL GROUP | $26.34万 | 0.01% | 10,189 | 10,189 | — | $26.34万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $26.31万 | 0.01% | 909 | 909 | — | $26.31万 | 新建仓 |
| FTHI | FIRST TRUST | $26.12万 | 0.01% | 10,951 | 638 | 6.2% | $1.52万 | 加仓 |
| KMB | KIMBERLY CLARK | $26.09万 | 0.01% | 2,376 | -101 | -4.1% | -$1.11万 | 减仓 |
| — | DIMENSIONAL US | $25.99万 | 0.01% | 3,718 | 8 | 0.2% | $559 | 加仓 |
| XLSR | SSGA ACTIVE TR | $25.95万 | 0.01% | 4,001 | -2,646 | -39.8% | -$17.16万 | 减仓 |
| — | COLUMBIA INDIA | $25.94万 | 0.01% | 4,349 | -170 | -3.8% | -$1.01万 | 减仓 |
| PHYS | SPROTT PHYSICAL | $25.78万 | 0.01% | 8,545 | -225 | -2.6% | -$6,788 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $25.77万 | 0.01% | 2,760 | 2,760 | — | $25.77万 | 新建仓 |
| RHP | RYMAN HOSPITALITY | $25.71万 | 0.01% | 2,000 | 2,000 | — | $25.71万 | 新建仓 |
| EOG | EOG RESOURCES | $25.68万 | 0.01% | 1,980 | -1,437 | -42.1% | -$18.64万 | 减仓 |
| VOX | VANGUARD COMMUNICATION | $25.67万 | 0.01% | 1,396 | -243 | -14.8% | -$4.47万 | 减仓 |
| IQLT | ISHARES MSCI | $25.60万 | 0.01% | 5,167 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR | $25.57万 | 0.01% | 981 | 981 | — | $25.57万 | 新建仓 |
| OBIL | U S TREASURY | $25.47万 | 0.01% | 5,097 | 5,097 | — | $25.47万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES | $25.39万 | 0.01% | 4,397 | 22 | 0.5% | $1,270 | 加仓 |
| CNC | CENTENE CORP | $25.34万 | 0.01% | 3,948 | -1,050 | -21.0% | -$6.74万 | 重新持有 |
| — | INVESCO BIOTECHNOLOGY | $25.22万 | 0.01% | 2,813 | 4 | 0.1% | $359 | 加仓 |
| DIV | GLOBAL X | $25.16万 | 0.01% | 13,209 | -282 | -2.1% | -$5,372 | 减仓 |
| JCPB | JPMORGAN CORE | $25.15万 | 0.01% | 5,358 | 5,358 | — | $25.15万 | 新建仓 |
| BSMR | INVESCO BULLETSHARES | $25.06万 | 0.01% | 10,600 | -500 | -4.5% | -$1.18万 | 减仓 |
| TTE | TOTALENERGIES SE | $24.93万 | 0.01% | 3,206 | -1,387 | -30.2% | -$10.79万 | 减仓 |
| ASO | ACADEMY SPORTS | $24.67万 | 0.01% | 5,234 | 235 | 4.7% | $1.11万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $24.57万 | 0.01% | 1,627 | 1,627 | — | $24.57万 | 新建仓 |
| RODM | HARTFORD MULTIFACTOR | $24.57万 | 0.01% | 6,079 | 330 | 5.7% | $1.33万 | 加仓 |
| HIG | HARTFORD INSURANCE | $24.54万 | 0.01% | 1,852 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST | $24.47万 | 0.01% | 3,313 | 3,313 | — | $24.47万 | 新建仓 |
| ICSH | ISHARES ULTRA | $24.44万 | 0.01% | 4,832 | 4,832 | — | $24.44万 | 新建仓 |
| TROW | T ROWE | $24.41万 | 0.01% | 2,147 | -1,889 | -46.8% | -$21.48万 | 减仓 |
| — | STATE STREET | $24.18万 | 0.01% | 1,831 | -127 | -6.5% | -$1.68万 | 重新持有 |
| AGGY | WISDOMTREE YIELD | $24.18万 | 0.01% | 5,562 | -653 | -10.5% | -$2.84万 | 减仓 |