Westshore Wealth, LLC
NEWPORT BEACH CA · SEC CIK 0001806366
$3.22亿2026Q2 申报市值
107持仓数
71.3%前十大占比 · 第一大 21.3%
8 / 7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
GOVT 加仓+$1,074.48万
LQD 加仓+$136.69万
JUNW 新建仓+$60.72万
EEM 加仓+$59.63万
IGSB 重新持有+$53.57万
2026Q2 卖出最多 按季末市值估算
VGLT 清仓-$999.18万
AIM ETF PRODUCTS 减仓-$100.82万
AIM ETF PRODUCTS 减仓-$71.06万
JANW 减仓-$56.73万
VOO 减仓-$55.01万
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 |
|---|---|---|---|---|---|---|---|---|
| — | AIM ETF PRODUCTS TRUST | $429.59万 | 1.33% | 128,649 | -30,193 | -19.0% | -$100.82万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $443.77万 | 1.38% | 36,549 | -1,462 | -3.8% | -$17.75万 | 减仓 |
| AAPL | APPLE INC | $557.79万 | 1.73% | 19,277 | 418 | 2.2% | $12.09万 | 加仓 |
| IWR | ISHARES TR | $716.02万 | 2.22% | 64,904 | -425 | -0.7% | -$4.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $850.93万 | 2.64% | 42,527 | 602 | 1.4% | $12.05万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $930.12万 | 2.89% | 13,543 | -801 | -5.6% | -$55.01万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $979.85万 | 3.04% | 91,149 | 56 | 0.1% | $6,020 | 加仓 |
| IWM | ISHARES TR | $1,729.72万 | 5.37% | 57,571 | -244 | -0.4% | -$7.33万 | 减仓 |
| IWF | ISHARES TR | $1,962.95万 | 6.09% | 158,086 | -1,394 | -0.9% | -$17.31万 | 减仓 |
| GOVT | ISHARES TR | $2,049.20万 | 6.36% | 899,561 | 471,679 | 110.2% | $1,074.48万 | 加仓 |
| IWD | ISHARES TR | $2,189.60万 | 6.80% | 90,319 | -2,072 | -2.2% | -$50.23万 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $2,365.02万 | 7.34% | 1,366,274 | -7,710 | -0.6% | -$13.35万 | 减仓 |
| LQD | ISHARES TR | $3,060.90万 | 9.50% | 280,636 | 12,532 | 4.7% | $136.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,847.17万 | 21.26% | 91,690 | -663 | -0.7% | -$49.51万 | 减仓 |