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 |
|---|---|---|---|---|---|---|---|---|
| MUC | BLACKROCK MUNIHLDNGS CALI | $11.18万 | 0.04% | 10,748 | 585 | 5.8% | $6,084 | 加仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $6,325 | 0.00% | 10,000 | 10,000 | — | $6,325 | 新建仓 |
| 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 |