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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.04亿 | 3.39% | 357,933 | 9,255 | 2.7% | $267.80万 | 加仓 |
| QQQ | INVESCO QQQ | $9,177.84万 | 3.00% | 124,631 | -6,841 | -5.2% | -$503.77万 | 减仓 |
| NVDA | NVIDIA CORP | $8,020.34万 | 2.62% | 400,837 | 2,456 | 0.6% | $49.14万 | 加仓 |
| QQQM | INVESCO NASDAQ | $7,635.47万 | 2.50% | 252,021 | -60,594 | -19.4% | -$1,835.81万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $6,538.48万 | 2.14% | 744,025 | 26,777 | 3.7% | $235.32万 | 加仓 |
| CGDV | CAPITAL GROUP | $5,507.06万 | 1.80% | 1,117,504 | -7,191 | -0.6% | -$35.44万 | 减仓 |
| SPY | STATE STREET | $4,555.92万 | 1.49% | 61,008 | -1,009 | -1.6% | -$75.35万 | 减仓 |
| AMZN | AMAZON COM | $4,531.57万 | 1.48% | 190,131 | 769 | 0.4% | $18.33万 | 加仓 |
| SPYG | STATE STREET | $4,414.05万 | 1.44% | 370,959 | -21,151 | -5.4% | -$251.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,378.15万 | 1.43% | 117,370 | 4,387 | 3.9% | $163.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $3,917.40万 | 1.28% | 78,286 | -10,707 | -12.0% | -$535.77万 | 减仓 |
| GOOGL | ALPHABET INC | $3,799.55万 | 1.24% | 106,320 | -2,000 | -1.8% | -$71.47万 | 减仓 |
| SDVY | FIRST TRUST | $3,611.38万 | 1.18% | 837,131 | -12,047 | -1.4% | -$51.97万 | 减仓 |
| AVGO | BROADCOM INC | $3,264.44万 | 1.07% | 86,418 | -2,243 | -2.5% | -$84.73万 | 减仓 |
| IVW | ISHARES TR | $3,205.71万 | 1.05% | 233,092 | -2,269 | -1.0% | -$31.21万 | 减仓 |
| IVV | ISHARES CORE | $3,160.37万 | 1.03% | 42,201 | -2,675 | -6.0% | -$200.33万 | 减仓 |
| RDVY | FIRST TRUST | $2,930.14万 | 0.96% | 361,477 | 7,768 | 2.2% | $62.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,820.71万 | 0.92% | 41,070 | 1,584 | 4.0% | $108.79万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $2,597.52万 | 0.85% | 109,776 | 1,714 | 1.6% | $40.56万 | 加仓 |
| VTI | VANGUARD TOTAL | $2,451.89万 | 0.80% | 66,260 | 432 | 0.7% | $15.99万 | 加仓 |
| FTSM | FIRST TRUST | $2,444.69万 | 0.80% | 409,290 | 117,879 | 40.5% | $704.09万 | 加仓 |
| SPYV | STATE STREET | $2,359.46万 | 0.77% | 388,134 | -91,680 | -19.1% | -$557.32万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,299.56万 | 0.75% | 120,700 | 6,843 | 6.0% | $130.37万 | 加仓 |
| GOOG | ALPHABET INC | $2,120.17万 | 0.69% | 60,005 | 72 | 0.1% | $2.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,115.57万 | 0.69% | 64,631 | 942 | 1.5% | $30.83万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2,062.14万 | 0.67% | 227,132 | 99,190 | 77.5% | $900.55万 | 加仓 |
| IJH | ISHARES CORE | $2,051.65万 | 0.67% | 266,068 | -5,629 | -2.1% | -$43.41万 | 减仓 |
| VGT | VANGUARD INFORMATION | $2,008.20万 | 0.66% | 168,022 | 4,342 | 2.7% | $51.90万 | 加仓 |
| QGRW | WISDOMTREE US | $1,985.91万 | 0.65% | 300,758 | 208,829 | 227.2% | $1,378.90万 | 加仓 |
| GLD | SPDR GOLD | $1,875.28万 | 0.61% | 50,906 | 1,236 | 2.5% | $45.53万 | 加仓 |
| COST | COSTCO WHOLESALE | $1,824.76万 | 0.60% | 19,506 | 311 | 1.6% | $29.09万 | 加仓 |
| DGRW | WISDOMTREE US | $1,776.42万 | 0.58% | 185,780 | -91,993 | -33.1% | -$879.64万 | 减仓 |
| SPDW | STATE STREET | $1,695.24万 | 0.55% | 336,424 | 41,123 | 13.9% | $207.22万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,678.97万 | 0.55% | 291,135 | 11,466 | 4.1% | $66.12万 | 加仓 |
| META | META PLATFORMS | $1,587.50万 | 0.52% | 28,182 | 520 | 1.9% | $29.29万 | 加仓 |
| LLY | ELI LILLY | $1,557.04万 | 0.51% | 12,981 | -233 | -1.8% | -$27.95万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,499.48万 | 0.49% | 174,075 | -2,727 | -1.5% | -$23.49万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY | $1,497.70万 | 0.49% | 20 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $1,421.16万 | 0.46% | 33,789 | 579 | 1.7% | $24.35万 | 加仓 |
| V | VISA INC | $1,386.16万 | 0.45% | 40,403 | 712 | 1.8% | $24.43万 | 加仓 |
| VEA | VANGUARD FTSE | $1,376.03万 | 0.45% | 193,126 | 10,470 | 5.7% | $74.60万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $1,364.85万 | 0.45% | 28,580 | 626 | 2.2% | $29.89万 | 加仓 |
| IWF | ISHARES RUSSELL | $1,276.41万 | 0.42% | 102,796 | -1,608 | -1.5% | -$19.97万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,244.25万 | 0.41% | 184,170 | -32,268 | -14.9% | -$218.00万 | 减仓 |
| VFLO | VICTORYSHARES FREE | $1,217.16万 | 0.40% | 266,044 | -2,523 | -0.9% | -$11.54万 | 减仓 |
| AMD | ADVANCED MICRO | $1,137.00万 | 0.37% | 19,573 | 466 | 2.4% | $27.07万 | 加仓 |
| UCON | FIRST TRUST | $1,133.84万 | 0.37% | 455,724 | -41,997 | -8.4% | -$104.49万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,117.67万 | 0.37% | 17,040 | -336 | -1.9% | -$22.04万 | 减仓 |
| — | EXXON MOBIL | $1,108.11万 | 0.36% | 81,050 | -1,430 | -1.7% | -$19.55万 | 减仓 |
| CGGR | CAPITAL GROUP | $1,098.26万 | 0.36% | 232,682 | 28,230 | 13.8% | $133.25万 | 加仓 |
| BUFR | FIRST TRUST | $1,084.41万 | 0.35% | 296,853 | 16,939 | 6.1% | $61.88万 | 加仓 |
| IDEQ | LAZARD INTL | $1,083.46万 | 0.35% | 308,941 | 108,472 | 54.1% | $380.41万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,057.94万 | 0.35% | 209,203 | 102,459 | 96.0% | $518.14万 | 加仓 |
| VYM | VANGUARD HIGH | $1,056.15万 | 0.35% | 66,833 | 7,858 | 13.3% | $124.18万 | 加仓 |
| ITOT | ISHARES CORE | $1,047.65万 | 0.34% | 63,776 | 14,525 | 29.5% | $238.60万 | 加仓 |
| ROUS | HARTFORD MULTIFACTOR | $1,027.32万 | 0.34% | 152,422 | 1,996 | 1.3% | $13.45万 | 加仓 |
| WMT | WALMART INC | $1,024.26万 | 0.33% | 90,434 | -1,236 | -1.3% | -$14.00万 | 减仓 |
| GRNY | FUNDSTRAT GRANNY | $1,022.57万 | 0.33% | 369,826 | 25,262 | 7.3% | $69.85万 | 加仓 |
| ABBV | ABBVIE INC | $942.15万 | 0.31% | 37,440 | 625 | 1.7% | $15.73万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $938.16万 | 0.31% | 174,997 | 7,726 | 4.6% | $41.42万 | 加仓 |
| FTCS | FIRST TRUST | $890.01万 | 0.29% | 94,763 | -16,234 | -14.6% | -$152.47万 | 减仓 |
| AOA | ISHARES CORE | $884.49万 | 0.29% | 90,624 | 5,589 | 6.6% | $54.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $883.22万 | 0.29% | 40,527 | 221 | 0.5% | $4.82万 | 加仓 |
| AVUV | AVANTIS U S | $877.80万 | 0.29% | 70,359 | 50,476 | 253.9% | $629.74万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $867.55万 | 0.28% | 87,995 | -8,148 | -8.5% | -$80.33万 | 减仓 |
| BIL | SPDR SERIES TRUST | $856.50万 | 0.28% | 93,464 | -4,798 | -4.9% | -$43.97万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $856.17万 | 0.28% | 125,889 | 95,369 | 312.5% | $648.60万 | 加仓 |
| TBIL | RBB FD INC | $855.90万 | 0.28% | 171,661 | -13,522 | -7.3% | -$67.42万 | 减仓 |
| QUAL | ISHARES MSCI | $850.23万 | 0.28% | 38,747 | -3,482 | -8.2% | -$76.41万 | 减仓 |
| CSCO | CISCO SYSTEMS | $848.98万 | 0.28% | 72,278 | -4,094 | -5.4% | -$48.09万 | 减仓 |
| FLRT | PACER ARISTOTOLE | $841.11万 | 0.27% | 180,380 | 27,623 | 18.1% | $128.81万 | 加仓 |
| IEFA | ISHARES CORE | $831.04万 | 0.27% | 86,047 | 14,278 | 19.9% | $137.90万 | 加仓 |
| CAT | CATERPILLAR INC | $826.40万 | 0.27% | 7,760 | 394 | 5.3% | $41.96万 | 加仓 |
| IJR | ISHARES CORE | $820.86万 | 0.27% | 55,348 | 9,023 | 19.5% | $133.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $814.30万 | 0.27% | 32,063 | 508 | 1.6% | $12.90万 | 加仓 |
| HD | HOME DEPOT | $810.36万 | 0.26% | 22,977 | -127 | -0.5% | -$4.48万 | 减仓 |
| AIRR | FIRST TRUST | $806.24万 | 0.26% | 60,506 | 4,913 | 8.8% | $65.47万 | 加仓 |
| SPEM | STATE STREET | $797.14万 | 0.26% | 153,947 | 17,203 | 12.6% | $89.08万 | 加仓 |
| WTV | WISDOMTREE U S | $782.65万 | 0.26% | 76,942 | 28,153 | 57.7% | $286.37万 | 加仓 |
| GLW | CORNING INC | $764.68万 | 0.25% | 29,937 | -292 | -1.0% | -$7.46万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $761.54万 | 0.25% | 9,979 | 44 | 0.4% | $3.36万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $760.04万 | 0.25% | 47,904 | -8,430 | -15.0% | -$133.75万 | 减仓 |
| TRFK | PACER DATA | $756.87万 | 0.25% | 70,934 | 9,676 | 15.8% | $103.24万 | 加仓 |
| GE | GE AEROSPACE | $751.09万 | 0.25% | 20,097 | 506 | 2.6% | $18.91万 | 加仓 |
| SPIB | STATE STREET | $722.96万 | 0.24% | 216,066 | 26,632 | 14.1% | $89.11万 | 加仓 |
| QCOM | QUALCOMM INC | $722.08万 | 0.24% | 39,076 | 975 | 2.6% | $18.02万 | 加仓 |
| IEMG | ISHARES CORE | $710.34万 | 0.23% | 85,748 | 1,622 | 1.9% | $13.44万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $708.10万 | 0.23% | 38,228 | -4,589 | -10.7% | -$85.00万 | 减仓 |
| SCHX | SCHWAB US | $702.58万 | 0.23% | 238,728 | -10,312 | -4.1% | -$30.35万 | 减仓 |
| BAI | ISHARES A I | $694.90万 | 0.23% | 131,810 | 33,221 | 33.7% | $175.14万 | 加仓 |
| CGCV | CAPITAL GROUP | $694.61万 | 0.23% | 211,642 | 187,096 | 762.2% | $614.05万 | 加仓 |
| GEV | GE VERNOVA | $685.97万 | 0.22% | 5,839 | 224 | 4.0% | $26.32万 | 加仓 |
| JBND | JPMORGAN ACTIVE | $676.35万 | 0.22% | 126,420 | 75,987 | 150.7% | $406.53万 | 加仓 |
| USMV | ISHARES MSCI | $675.61万 | 0.22% | 70,041 | -5,064 | -6.7% | -$48.85万 | 减仓 |
| MU | MICRON TECHNOLOGY | $671.39万 | 0.22% | 5,817 | 611 | 11.7% | $70.52万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $644.41万 | 0.21% | 12,547 | -69 | -0.5% | -$3.54万 | 减仓 |
| — | DIMENSIONAL US | $639.68万 | 0.21% | 144,201 | 88 | 0.1% | $3,904 | 加仓 |
| PG | PROCTER & GAMBLE | $635.83万 | 0.21% | 43,360 | -1,277 | -2.9% | -$18.73万 | 减仓 |
| MTUM | ISHARES MSCI | $634.53万 | 0.21% | 18,509 | 246 | 1.3% | $8.43万 | 加仓 |
| FEGE | FIRST EAGLE | $634.49万 | 0.21% | 129,699 | 76,164 | 142.3% | $372.59万 | 加仓 |