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 |
|---|---|---|---|---|---|---|---|---|
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -180,505 | -100.0% | -$999.18万 | 清仓 |
| — | WELLS FARGO & CO | $0 | 0.00% | 0 | -306 | -100.0% | -$35.34万 | 清仓 |
| — | BANK AMERICA CORP | $0 | 0.00% | 0 | -277 | -100.0% | -$33.01万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,825 | -100.0% | -$30.96万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -365 | -100.0% | -$22.04万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,387 | -100.0% | -$21.54万 | 清仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $0 | 0.00% | 0 | -10,748 | -100.0% | -$11.18万 | 清仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $7,612 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $6.22万 | 0.02% | 17,000 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC | $16.69万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $20.00万 | 0.06% | 208 | 9 | 4.5% | $8,654 | 重新持有 |
| CB | CHUBB LIMITED | $20.79万 | 0.06% | 610 | 610 | — | $20.79万 | 新建仓 |
| FDX | FEDEX CORP | $20.85万 | 0.06% | 666 | 8 | 1.2% | $2,505 | 加仓 |
| COR | CENCORA INC | $20.86万 | 0.06% | 737 | 8 | 1.1% | $2,264 | 加仓 |
| ICF | ISHARES TR | $21.47万 | 0.07% | 3,174 | -3,202 | -50.2% | -$21.66万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $21.63万 | 0.07% | 4,406 | 64 | 1.5% | $3,142 | 加仓 |
| MO | ALTRIA GROUP INC | $22.07万 | 0.07% | 3,068 | 3,068 | — | $22.07万 | 新建仓 |
| UNP | UNION PAC CORP | $22.44万 | 0.07% | 825 | 825 | — | $22.44万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $22.57万 | 0.07% | 903 | 3 | 0.3% | $750 | 重新持有 |
| RTX | RTX CORPORATION | $23.01万 | 0.07% | 1,213 | 61 | 5.3% | $1.16万 | 加仓 |
| ETN | EATON CORP PLC | $24.08万 | 0.07% | 565 | 565 | — | $24.08万 | 新建仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $24.13万 | 0.07% | 4,072 | 4,072 | — | $24.13万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $24.91万 | 0.08% | 1,704 | 10 | 0.6% | $1,462 | 加仓 |
| KO | COCA COLA CO | $25.02万 | 0.08% | 3,079 | 221 | 7.7% | $1.80万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $25.66万 | 0.08% | 1,750 | 110 | 6.7% | $1.61万 | 加仓 |
| WMT | WALMART INC | $25.70万 | 0.08% | 2,269 | 162 | 7.7% | $1.83万 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $26.55万 | 0.08% | 7,636 | 7,636 | — | $26.55万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $26.98万 | 0.08% | 2,747 | -2,009 | -42.2% | -$19.73万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $27.60万 | 0.09% | 1,302 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $27.78万 | 0.09% | 3,567 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $28.51万 | 0.09% | 1,115 | 15 | 1.4% | $3,835 | 加仓 |
| LLY | ELI LILLY & CO | $29.15万 | 0.09% | 243 | 37 | 18.0% | $4.44万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $29.72万 | 0.09% | 1,793 | 68 | 3.9% | $1.13万 | 加仓 |
| BX | BLACKSTONE INC | $30.35万 | 0.09% | 2,579 | 42 | 1.7% | $4,942 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $30.84万 | 0.10% | 3,342 | 58 | 1.8% | $5,352 | 加仓 |
| MCD | MCDONALDS CORP | $31.23万 | 0.10% | 1,155 | 25 | 2.2% | $6,760 | 加仓 |
| AOA | ISHARES TR | $31.62万 | 0.10% | 3,240 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $32.26万 | 0.10% | 2,055 | 2,055 | — | $32.26万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.38万 | 0.10% | 779 | 38 | 5.1% | $1.58万 | 加仓 |
| AGG | ISHARES TR | $33.00万 | 0.10% | 3,334 | -55 | -1.6% | -$5,444 | 减仓 |
| TLT | ISHARES TR | $33.07万 | 0.10% | 3,826 | -1,907 | -33.3% | -$16.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $34.98万 | 0.11% | 1,244 | 44 | 3.7% | $1.24万 | 加仓 |
| HD | HOME DEPOT INC | $37.70万 | 0.12% | 1,069 | 82 | 8.3% | $2.89万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $38.26万 | 0.12% | 409 | -23 | -5.3% | -$2.15万 | 减仓 |
| SBUX | STARBUCKS CORP | $38.45万 | 0.12% | 3,763 | -473 | -11.2% | -$4.83万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $39.37万 | 0.12% | 2,150 | 2 | 0.1% | $366 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $39.60万 | 0.12% | 11,141 | -4,406 | -28.3% | -$15.66万 | 减仓 |
| MCK | MCKESSON CORP | $39.85万 | 0.12% | 527 | 4 | 0.8% | $3,024 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $41.29万 | 0.13% | 14,030 | 37 | 0.3% | $1,089 | 加仓 |
| TSLA | TESLA INC | $41.98万 | 0.13% | 998 | 115 | 13.0% | $4.84万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $42.59万 | 0.13% | 11,012 | -14,668 | -57.1% | -$56.73万 | 减仓 |
| RKLB | ROCKET LAB CORP | $44.51万 | 0.14% | 4,379 | -621 | -12.4% | -$6.31万 | 减仓 |
| V | VISA INC | $44.70万 | 0.14% | 1,303 | 165 | 14.5% | $5.66万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $45.29万 | 0.14% | 1,222 | 11 | 0.9% | $4,076 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $45.43万 | 0.14% | 7,885 | 25 | 0.3% | $1,441 | 加仓 |
| MRK | MERCK & CO INC | $46.15万 | 0.14% | 3,592 | 101 | 2.9% | $1.30万 | 加仓 |
| BAC | BANK OF AMER CORP | $46.18万 | 0.14% | 8,104 | 235 | 3.0% | $1.34万 | 加仓 |
| GLD | SPDR GOLD TR | $47.15万 | 0.15% | 1,280 | -40 | -3.0% | -$1.47万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $47.16万 | 0.15% | 5,475 | 3 | 0.1% | $258 | 加仓 |
| HCA | HCA HEALTHCARE INC | $51.27万 | 0.16% | 1,315 | 19 | 1.5% | $7,408 | 加仓 |
| KLAC | KLA CORP | $53.25万 | 0.17% | 1,765 | -25 | -1.4% | -$7,543 | 减仓 |
| QQQ | INVESCO QQQ TR | $57.38万 | 0.18% | 779 | -47 | -5.7% | -$3.46万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $58.94万 | 0.18% | 6,560 | -126 | -1.9% | -$1.13万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $59.35万 | 0.18% | 14,508 | 0 | 0.0% | — | 不变 |
| JUNW | AIM ETF PRODUCTS TRUST | $60.72万 | 0.19% | 17,656 | 17,656 | — | $60.72万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $65.13万 | 0.20% | 12,876 | -2,975 | -18.8% | -$15.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $65.83万 | 0.20% | 2,011 | 27 | 1.4% | $8,839 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $66.27万 | 0.21% | 2,609 | 97 | 3.9% | $2.46万 | 加仓 |
| SMH | VANECK ETF TRUST | $69.52万 | 0.22% | 1,060 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $69.57万 | 0.22% | 1,699 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $70.68万 | 0.22% | 6,568 | 2,195 | 50.2% | $23.62万 | 加仓 |
| AMAT | APPLIED MATLS INC | $71.72万 | 0.22% | 992 | -23 | -2.3% | -$1.66万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $74.45万 | 0.23% | 20,046 | -4,954 | -19.8% | -$18.40万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $75.23万 | 0.23% | 2,206 | 36 | 1.7% | $1.23万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $76.72万 | 0.24% | 4,241 | 82 | 2.0% | $1.48万 | 加仓 |
| VO | VANGUARD INDEX FDS | $76.76万 | 0.24% | 9,527 | 4,651 | 95.4% | $37.47万 | 加仓 |
| IVV | ISHARES TR | $78.63万 | 0.24% | 1,050 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $83.31万 | 0.26% | 15,896 | 10,222 | 180.2% | $53.57万 | 重新持有 |
| DECW | AIM ETF PRODUCTS TRUST | $89.92万 | 0.28% | 25,223 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $96.00万 | 0.30% | 2,717 | -190 | -6.5% | -$6.71万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $97.90万 | 0.30% | 11,845 | 66 | 0.6% | $5,455 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $98.17万 | 0.30% | 28,836 | -4,958 | -14.7% | -$16.88万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $99.05万 | 0.31% | 1,705 | 66 | 4.0% | $3.83万 | 加仓 |
| AVGO | BROADCOM INC | $103.62万 | 0.32% | 2,743 | 177 | 6.9% | $6.69万 | 加仓 |
| CAT | CATERPILLAR INC | $124.70万 | 0.39% | 1,171 | -3 | -0.3% | -$3,195 | 减仓 |
| VTI | VANGUARD INDEX FDS | $128.29万 | 0.40% | 3,467 | 30 | 0.9% | $1.11万 | 加仓 |
| CSCO | CISCO SYS INC | $140.99万 | 0.44% | 12,003 | 66 | 0.6% | $7,752 | 加仓 |
| META | META PLATFORMS INC | $154.34万 | 0.48% | 2,740 | 6 | 0.2% | $3,380 | 加仓 |
| NOW | SERVICENOW INC | $155.60万 | 0.48% | 15,673 | -560 | -3.4% | -$5.56万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $184.15万 | 0.57% | 50,996 | -19,679 | -27.8% | -$71.06万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $185.19万 | 0.57% | 19,613 | 127 | 0.7% | $1.20万 | 加仓 |
| AMZN | AMAZON COM INC | $207.19万 | 0.64% | 8,693 | 158 | 1.9% | $3.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $214.43万 | 0.67% | 5,749 | 238 | 4.3% | $8.88万 | 加仓 |
| GOOGL | ALPHABET INC | $217.85万 | 0.68% | 6,096 | 402 | 7.1% | $14.37万 | 加仓 |
| MOAT | VANECK ETF TRUST | $248.77万 | 0.77% | 23,929 | -2,150 | -8.2% | -$22.35万 | 减仓 |
| EEM | ISHARES TR | $287.40万 | 0.89% | 42,011 | 8,717 | 26.2% | $59.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $312.94万 | 0.97% | 6,254 | 26 | 0.4% | $1.30万 | 加仓 |
| EFA | ISHARES TR | $329.11万 | 1.02% | 31,682 | -571 | -1.8% | -$5.93万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $351.04万 | 1.09% | 27,465 | -3,551 | -11.4% | -$45.39万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $387.05万 | 1.20% | 36,407 | -4,699 | -11.4% | -$49.96万 | 减仓 |