Western Wealth Management, LLC
GOLDEN CO · SEC CIK 0001767902
$26.39亿2026Q1 申报市值
956持仓数
21.8%前十大占比 · 第一大 3.4%
161 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$2,172.03万
NVDA 加仓+$1,701.04万
BRK/A 加仓+$1,296.24万
TBIL 新建仓+$923.32万
MSFT 加仓+$846.77万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$566.52万
IDMO 减仓-$523.91万
ZROZ 减仓-$513.36万
QGRO 减仓-$496.31万
MINT 减仓-$274.02万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $8,849.08万 | 3.35% | 348,678 | 85,584 | 32.5% | $2,172.03万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,588.31万 | 2.88% | 131,472 | 1,534 | 1.2% | $88.54万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $7,428.35万 | 2.81% | 312,615 | 28,257 | 9.9% | $671.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,947.76万 | 2.63% | 398,381 | 97,537 | 32.4% | $1,701.04万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,489.82万 | 2.08% | 717,248 | -1,231 | -0.2% | -$9.42万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,784.45万 | 1.81% | 1,124,695 | 88,340 | 8.5% | $375.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,264.54万 | 1.62% | 88,993 | -1,461 | -1.6% | -$70.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,182.32万 | 1.58% | 112,983 | 22,875 | 25.4% | $846.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,033.22万 | 1.53% | 62,017 | 11,235 | 22.1% | $730.66万 | 加仓 |
| AMZN | AMAZON COM INC | $3,943.85万 | 1.49% | 189,362 | 38,238 | 25.3% | $796.39万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,839.15万 | 1.45% | 392,110 | 14,887 | 3.9% | $145.76万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3,348.31万 | 1.27% | 849,178 | 92,762 | 12.3% | $365.76万 | 加仓 |
| GOOGL | ALPHABET INC | $3,114.86万 | 1.18% | 108,320 | 16,278 | 17.7% | $468.09万 | 加仓 |
| IVV | ISHARES TR | $2,931.32万 | 1.11% | 44,876 | 11,755 | 35.5% | $767.84万 | 加仓 |
| AVGO | BROADCOM INC | $2,744.17万 | 1.04% | 88,661 | 17,326 | 24.3% | $536.26万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,714.79万 | 1.03% | 479,814 | 37,214 | 8.4% | $210.56万 | 加仓 |
| IVW | ISHARES TR | $2,662.17万 | 1.01% | 235,361 | 18,491 | 8.5% | $209.15万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,439.96万 | 0.92% | 277,773 | 53,933 | 24.1% | $473.75万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,415.12万 | 0.92% | 353,709 | 15,055 | 4.4% | $102.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,359.47万 | 0.89% | 39,486 | 4,482 | 12.8% | $267.82万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,323.97万 | 0.88% | 108,062 | 6,439 | 6.3% | $138.48万 | 加仓 |
| GLD | SPDR GOLD TR | $2,137.24万 | 0.81% | 49,670 | 3,651 | 7.9% | $157.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,111.84万 | 0.80% | 65,828 | 7,056 | 12.0% | $226.36万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,912.62万 | 0.72% | 19,195 | 3,333 | 21.0% | $332.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,873.46万 | 0.71% | 63,689 | 20,961 | 49.1% | $616.58万 | 加仓 |
| IJH | ISHARES TR | $1,834.77万 | 0.70% | 271,697 | 53,256 | 24.4% | $359.64万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,742.06万 | 0.66% | 291,411 | 15,570 | 5.6% | $93.08万 | 加仓 |
| GOOG | ALPHABET INC | $1,719.24万 | 0.65% | 59,933 | 19,571 | 48.5% | $561.41万 | 加仓 |
| META | META PLATFORMS INC | $1,582.61万 | 0.60% | 27,662 | 4,758 | 20.8% | $272.22万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,513.17万 | 0.57% | 113,857 | 15,926 | 16.3% | $211.66万 | 加仓 |
| — | EXXON MOBIL CORP | $1,399.37万 | 0.53% | 82,480 | 23,907 | 40.8% | $405.61万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,364.47万 | 0.52% | 20 | 19 | 1,900.0% | $1,296.24万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,351.36万 | 0.51% | 279,669 | 57,166 | 25.7% | $276.23万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,348.05万 | 0.51% | 295,301 | 94,945 | 47.4% | $433.42万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,281.75万 | 0.49% | 216,438 | 34,458 | 18.9% | $204.06万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,239.28万 | 0.47% | 244,193 | 21,161 | 9.5% | $107.39万 | 加仓 |
| TSLA | TESLA INC | $1,234.58万 | 0.47% | 33,210 | 12,540 | 60.7% | $466.17万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,232.86万 | 0.47% | 497,721 | 63,137 | 14.5% | $156.39万 | 加仓 |
| LLY | ELI LILLY & CO | $1,215.40万 | 0.46% | 13,214 | 4,665 | 54.6% | $429.08万 | 加仓 |
| V | VISA INC | $1,199.62万 | 0.45% | 39,691 | 7,148 | 22.0% | $216.04万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,170.46万 | 0.44% | 182,656 | 128,191 | 235.4% | $821.45万 | 加仓 |
| WMT | WALMART INC | $1,139.27万 | 0.43% | 91,670 | 21,461 | 30.6% | $266.72万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,060.30万 | 0.40% | 268,567 | 20,796 | 8.4% | $82.10万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,029.61万 | 0.39% | 110,997 | -2,609 | -2.3% | -$24.20万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,011.52万 | 0.38% | 127,942 | 17,485 | 15.8% | $138.24万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $945.27万 | 0.36% | 279,914 | 88,701 | 46.4% | $299.54万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $944.73万 | 0.36% | 27,954 | 6,013 | 27.4% | $203.21万 | 加仓 |
| TBIL | RBB FD INC | $923.32万 | 0.35% | 185,183 | 185,183 | — | $923.32万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $900.47万 | 0.34% | 98,262 | 65,800 | 202.7% | $602.99万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $888.12万 | 0.34% | 150,426 | 16,566 | 12.4% | $97.81万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $873.42万 | 0.33% | 58,975 | 20,531 | 53.4% | $304.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $830.88万 | 0.31% | 56,801 | 5,427 | 10.6% | $79.39万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $825.91万 | 0.31% | 56,334 | 4,537 | 8.8% | $66.52万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $825.82万 | 0.31% | 167,271 | 27,014 | 19.3% | $133.37万 | 加仓 |
| GRNY | TIDAL TRUST I | $822.47万 | 0.31% | 344,564 | 344,564 | — | $822.47万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $821.69万 | 0.31% | 204,452 | 41,108 | 25.2% | $165.21万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $812.60万 | 0.31% | 96,143 | 2,639 | 2.8% | $22.30万 | 加仓 |
| QUAL | ISHARES TR | $810.00万 | 0.31% | 42,229 | 16,755 | 65.8% | $321.38万 | 加仓 |
| ABBV | ABBVIE INC | $800.69万 | 0.30% | 36,815 | 13,001 | 54.6% | $282.76万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $790.80万 | 0.30% | 40,306 | 22,828 | 130.6% | $447.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $771.34万 | 0.29% | 31,555 | 13,955 | 79.3% | $341.12万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $767.76万 | 0.29% | 66,814 | -93 | -0.1% | -$1.07万 | 减仓 |
| HD | HOME DEPOT INC | $759.86万 | 0.29% | 23,104 | 10,458 | 82.7% | $343.95万 | 加仓 |
| AOA | ISHARES TR | $752.47万 | 0.29% | 85,035 | 7,211 | 9.3% | $63.81万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $742.59万 | 0.28% | 254,923 | 203,564 | 396.4% | $592.98万 | 加仓 |
| NFLX | NETFLIX INC. | $720.40万 | 0.27% | 74,925 | 21,135 | 39.3% | $203.21万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $711.66万 | 0.27% | 116,172 | 19,133 | 19.7% | $117.21万 | 加仓 |
| FLRT | PACER FDS TR | $707.42万 | 0.27% | 152,757 | 125,385 | 458.1% | $580.66万 | 加仓 |
| ITOT | ISHARES TR | $701.48万 | 0.27% | 49,251 | 13,110 | 36.3% | $186.72万 | 加仓 |
| USMV | ISHARES TR | $696.52万 | 0.26% | 75,105 | 854 | 1.2% | $7.92万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $692.48万 | 0.26% | 42,817 | 13,595 | 46.5% | $219.87万 | 加仓 |
| MCD | MCDONALDS CORP | $674.65万 | 0.26% | 21,707 | 2,991 | 16.0% | $92.96万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $668.08万 | 0.25% | 60,263 | 9,617 | 19.0% | $106.62万 | 加仓 |
| SMH | VANECK ETF TRUST | $666.21万 | 0.25% | 17,376 | 3,651 | 26.6% | $139.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $655.60万 | 0.25% | 29,467 | 13,925 | 89.6% | $309.81万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $654.31万 | 0.25% | 163,006 | 135,159 | 485.4% | $542.53万 | 加仓 |
| IEFA | ISHARES TR | $649.73万 | 0.25% | 71,769 | 6,437 | 9.9% | $58.27万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $644.74万 | 0.24% | 44,637 | 5,465 | 14.0% | $78.94万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $641.46万 | 0.24% | 136,744 | 69,677 | 103.9% | $326.85万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $638.54万 | 0.24% | 249,040 | 126,095 | 102.6% | $323.31万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $636.49万 | 0.24% | 200,469 | 200,469 | — | $636.49万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $635.36万 | 0.24% | 189,434 | 37,273 | 24.5% | $125.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $630.37万 | 0.24% | 12,616 | 2,317 | 22.5% | $115.77万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $616.89万 | 0.23% | 201,072 | 71,437 | 55.1% | $219.17万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $615.86万 | 0.23% | 55,593 | 2,502 | 4.7% | $27.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $602.82万 | 0.23% | 29,135 | 12,248 | 72.5% | $253.42万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $595.10万 | 0.23% | 154,893 | 29,131 | 23.2% | $111.92万 | 加仓 |
| CSCO | CISCO SYS INC | $592.58万 | 0.22% | 76,372 | 28,792 | 60.5% | $223.40万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $590.19万 | 0.22% | 205,928 | -4,141 | -2.0% | -$11.87万 | 减仓 |
| ITA | ISHARES TR | $587.58万 | 0.22% | 26,860 | -3,075 | -10.3% | -$67.27万 | 减仓 |
| IEMG | ISHARES INC | $586.78万 | 0.22% | 84,126 | 30,389 | 56.6% | $211.96万 | 加仓 |
| IJR | ISHARES TR | $575.86万 | 0.22% | 46,325 | 17,178 | 58.9% | $213.54万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $570.87万 | 0.22% | 113,719 | 57,378 | 101.8% | $288.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $560.02万 | 0.21% | 144,113 | -1,832 | -1.3% | -$7.12万 | 减仓 |
| GE | GE AEROSPACE | $555.95万 | 0.21% | 19,591 | 5,247 | 36.6% | $148.90万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $547.97万 | 0.21% | 96,678 | 96,678 | — | $547.97万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $540.23万 | 0.20% | 106,744 | 38,262 | 55.9% | $193.64万 | 加仓 |
| EFA | ISHARES TR | $535.85万 | 0.20% | 55,168 | 4,203 | 8.2% | $40.82万 | 加仓 |
| KO | COCA COLA CO | $533.82万 | 0.20% | 70,192 | 21,440 | 44.0% | $163.05万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $533.27万 | 0.20% | 136,806 | 2,868 | 2.1% | $11.18万 | 加仓 |