Westshore Wealth, LLC
NEWPORT BEACH CA · SEC CIK 0001806366
$2.85亿2026Q1 申报市值
102持仓数
68.3%前十大占比 · 第一大 21.1%
11 / 9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
AIM ETF PRODUCTS 新建仓+$240.93万
LQD 加仓+$189.05万
JANW 新建仓+$93.68万
APRW 新建仓+$88.44万
FEBW 新建仓+$52.05万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$456.86万
AAPL 减仓-$220.77万
IWB 减仓-$129.32万
IWF 减仓-$102.21万
GLD 减仓-$95.09万
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 |
|---|---|---|---|---|---|---|---|---|
| IHI | ISHARES TR | $0 | 0.00% | 0 | -9,092 | -100.0% | -$56.51万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -980 | -100.0% | -$25.21万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -582 | -100.0% | -$24.56万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -409 | -100.0% | -$23.75万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -3,573 | -100.0% | -$23.58万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,020 | -100.0% | -$23.35万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,488 | -100.0% | -$22.70万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -6,807 | -100.0% | -$20.79万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -800 | -100.0% | -$20.70万 | 清仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $6,325 | 0.00% | 10,000 | 10,000 | — | $6,325 | 新建仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $11.18万 | 0.04% | 10,748 | 585 | 5.8% | $6,084 | 加仓 |
| FULC | FULCRUM THERAPEUTICS INC | $13.04万 | 0.05% | 17,000 | 17,000 | — | $13.04万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $14.89万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $20.05万 | 0.07% | 741 | 134 | 22.1% | $3.63万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $20.54万 | 0.07% | 3,567 | 3,567 | — | $20.54万 | 新建仓 |
| DMBS | DOUBLELINE ETF TRUST | $21.44万 | 0.08% | 4,342 | 4,342 | — | $21.44万 | 新建仓 |
| PEP | PEPSICO INC | $21.54万 | 0.08% | 1,387 | -100 | -6.7% | -$1.55万 | 减仓 |
| KO | COCA COLA CO | $21.74万 | 0.08% | 2,858 | -200 | -6.5% | -$1.52万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $22.04万 | 0.08% | 365 | 365 | — | $22.04万 | 新建仓 |
| RTX | RTX CORPORATION | $22.22万 | 0.08% | 1,152 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $22.89万 | 0.08% | 729 | 2 | 0.3% | $628 | 加仓 |
| FDX | FEDEX CORP | $23.44万 | 0.08% | 658 | -36 | -5.2% | -$1.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.68万 | 0.08% | 1,640 | 3 | 0.2% | $433 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $25.52万 | 0.09% | 1,302 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.19万 | 0.09% | 2,107 | -35 | -1.6% | -$4,350 | 减仓 |
| KLAC | KLA CORP | $26.36万 | 0.09% | 179 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $26.86万 | 0.09% | 1,100 | 0 | 0.0% | — | 重新持有 |
| AOA | ISHARES TR | $28.67万 | 0.10% | 3,240 | 85 | 2.7% | $7,522 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.09万 | 0.10% | 1,200 | -100 | -7.7% | -$2.42万 | 减仓 |
| BX | BLACKSTONE INC | $29.17万 | 0.10% | 2,537 | 50 | 2.0% | $5,750 | 加仓 |
| COIN | COINBASE GLOBAL INC | $29.58万 | 0.10% | 1,694 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $30.86万 | 0.11% | 3,284 | -74 | -2.2% | -$6,955 | 减仓 |
| — | EXXON MOBIL CORP | $30.96万 | 0.11% | 1,825 | -99 | -5.1% | -$1.68万 | 减仓 |
| RKLB | ROCKET LAB CORP | $32.11万 | 0.11% | 5,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $32.46万 | 0.11% | 987 | -56 | -5.4% | -$1.84万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $32.76万 | 0.11% | 2,148 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $32.83万 | 0.12% | 883 | 74 | 9.1% | $2.75万 | 加仓 |
| — | BANK AMERICA CORP | $33.01万 | 0.12% | 277 | -10 | -3.5% | -$1.19万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.34万 | 0.12% | 1,639 | 1,639 | — | $33.34万 | 新建仓 |
| AGG | ISHARES TR | $33.64万 | 0.12% | 3,389 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $34.40万 | 0.12% | 1,138 | -30 | -2.6% | -$9,068 | 减仓 |
| AMAT | APPLIED MATLS INC | $34.69万 | 0.12% | 1,015 | 100 | 10.9% | $3.42万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $34.79万 | 0.12% | 2,170 | -284 | -11.6% | -$4.55万 | 减仓 |
| VO | VANGUARD INDEX FDS | $35.01万 | 0.12% | 1,219 | -1,318 | -52.0% | -$37.85万 | 减仓 |
| MCD | MCDONALDS CORP | $35.12万 | 0.12% | 1,130 | -95 | -7.8% | -$2.95万 | 减仓 |
| — | WELLS FARGO & CO | $35.34万 | 0.12% | 306 | -11 | -3.5% | -$1.27万 | 减仓 |
| CVX | CHEVRON CORPORATION | $35.69万 | 0.13% | 1,725 | 175 | 11.3% | $3.62万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.88万 | 0.13% | 13,993 | 40 | 0.3% | $1,026 | 加仓 |
| SBUX | STARBUCKS CORP | $37.95万 | 0.13% | 4,236 | 1,164 | 37.9% | $10.43万 | 加仓 |
| BAC | BANK AMERICA CORP | $38.36万 | 0.13% | 7,869 | -1,300 | -14.2% | -$6.34万 | 减仓 |
| ICF | ISHARES TR | $39.46万 | 0.14% | 6,376 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $39.61万 | 0.14% | 1,211 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $39.85万 | 0.14% | 912 | -44 | -4.6% | -$1.92万 | 减仓 |
| SMH | VANECK ETF TRUST | $40.64万 | 0.14% | 1,060 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $41.91万 | 0.15% | 6,686 | -1,075 | -13.9% | -$6.74万 | 减仓 |
| MRK | MERCK & CO INC | $41.99万 | 0.15% | 3,491 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $43.05万 | 0.15% | 432 | -19 | -4.2% | -$1.89万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $44.82万 | 0.16% | 4,756 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $45.29万 | 0.16% | 523 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $46.42万 | 0.16% | 4,373 | -164 | -3.6% | -$1.74万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.67万 | 0.17% | 7,860 | 7,860 | — | $47.67万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $47.69万 | 0.17% | 826 | 22 | 2.7% | $1.27万 | 加仓 |
| TLT | ISHARES TR | $49.70万 | 0.17% | 5,733 | -15 | -0.3% | -$1,300 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $52.05万 | 0.18% | 15,547 | 15,547 | — | $52.05万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $55.81万 | 0.20% | 14,508 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $56.80万 | 0.20% | 1,320 | -2,210 | -62.6% | -$95.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $58.35万 | 0.20% | 1,984 | 62 | 3.2% | $1.82万 | 加仓 |
| IWB | ISHARES TR | $60.58万 | 0.21% | 1,699 | -3,627 | -68.1% | -$129.32万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $61.33万 | 0.22% | 1,296 | -168 | -11.5% | -$7.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $61.41万 | 0.22% | 2,512 | -80 | -3.1% | -$1.96万 | 减仓 |
| IVV | ISHARES TR | $68.59万 | 0.24% | 1,050 | 276 | 35.7% | $18.03万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $68.76万 | 0.24% | 4,159 | 220 | 5.6% | $3.64万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $79.08万 | 0.28% | 15,851 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $79.42万 | 0.28% | 2,566 | -82 | -3.1% | -$2.54万 | 减仓 |
| CAT | CATERPILLAR INC | $83.17万 | 0.29% | 1,174 | -36 | -3.0% | -$2.55万 | 减仓 |
| GOOG | ALPHABET INC | $83.39万 | 0.29% | 2,907 | -2,035 | -41.2% | -$58.38万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $84.27万 | 0.30% | 25,223 | 524 | 2.1% | $1.75万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $88.44万 | 0.31% | 25,000 | 25,000 | — | $88.44万 | 新建仓 |
| CSCO | CISCO SYS INC | $92.62万 | 0.32% | 11,937 | 0 | 0.0% | — | 不变 |
| JANW | AIM ETF PRODUCTS TRUST | $93.68万 | 0.33% | 25,680 | 25,680 | — | $93.68万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $97.47万 | 0.34% | 11,779 | 2,724 | 30.1% | $22.54万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $108.65万 | 0.38% | 33,794 | -14,685 | -30.3% | -$47.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $110.26万 | 0.39% | 3,437 | 16 | 0.5% | $5,133 | 加仓 |
| META | META PLATFORMS INC | $156.42万 | 0.55% | 2,734 | -490 | -15.2% | -$28.03万 | 减仓 |
| GOOGL | ALPHABET INC | $163.74万 | 0.57% | 5,694 | -2,122 | -27.1% | -$61.02万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $164.97万 | 0.58% | 19,486 | -833 | -4.1% | -$7.05万 | 减仓 |
| NOW | SERVICENOW INC | $169.72万 | 0.60% | 16,233 | 128 | 0.8% | $1.34万 | 加仓 |
| AMZN | AMAZON COM INC | $177.76万 | 0.62% | 8,535 | 480 | 6.0% | $10.00万 | 加仓 |
| EEM | ISHARES TR | $189.08万 | 0.66% | 33,294 | 2,308 | 7.4% | $13.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $204.01万 | 0.72% | 5,511 | -662 | -10.7% | -$24.51万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $240.93万 | 0.85% | 70,675 | 70,675 | — | $240.93万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $252.18万 | 0.88% | 26,079 | -2,483 | -8.7% | -$24.01万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $298.45万 | 1.05% | 6,228 | -1,175 | -15.9% | -$56.31万 | 减仓 |
| EFA | ISHARES TR | $313.27万 | 1.10% | 32,253 | 853 | 2.7% | $8.29万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $340.22万 | 1.19% | 31,016 | 3,388 | 12.3% | $37.16万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $380.76万 | 1.34% | 38,011 | 4,528 | 13.5% | $45.36万 | 加仓 |