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 |
|---|---|---|---|---|---|---|---|---|
| VONV | VANGUARD SCOTTSDALE FDS | $385.33万 | 1.35% | 41,106 | 3,876 | 10.4% | $36.33万 | 加仓 |
| AAPL | APPLE INC | $478.62万 | 1.68% | 18,859 | -8,699 | -31.6% | -$220.77万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $501.76万 | 1.76% | 158,842 | -38 | -0.0% | -$1,200 | 减仓 |
| IWR | ISHARES TR | $635.19万 | 2.23% | 65,329 | -3,141 | -4.6% | -$30.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $731.17万 | 2.57% | 41,925 | -4,061 | -8.8% | -$70.82万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $857.11万 | 3.01% | 14,344 | 790 | 5.8% | $47.21万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $896.17万 | 3.14% | 91,093 | 1 | 0.0% | $98 | 加仓 |
| GOVT | ISHARES TR | $980.28万 | 3.44% | 427,882 | 20,524 | 5.0% | $47.02万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $999.18万 | 3.51% | 180,505 | 8,774 | 5.1% | $48.57万 | 加仓 |
| IWM | ISHARES TR | $1,433.81万 | 5.03% | 57,815 | -725 | -1.2% | -$17.98万 | 减仓 |
| IWF | ISHARES TR | $1,700.07万 | 5.96% | 39,870 | -2,397 | -5.7% | -$102.21万 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $1,707.86万 | 5.99% | 1,373,984 | -7,926 | -0.6% | -$9.85万 | 减仓 |
| IWD | ISHARES TR | $1,974.12万 | 6.93% | 92,391 | -4,420 | -4.6% | -$94.44万 | 减仓 |
| LQD | ISHARES TR | $2,922.07万 | 10.25% | 268,104 | 17,346 | 6.9% | $189.05万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,006.07万 | 21.07% | 92,353 | -7,025 | -7.1% | -$456.86万 | 减仓 |