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 |
|---|---|---|---|---|---|---|---|---|
| COR | CENCORA INC | $20.86万 | 0.06% | 737 | 8 | 1.1% | $2,264 | 加仓 |
| FDX | FEDEX CORP | $20.85万 | 0.06% | 666 | 8 | 1.2% | $2,505 | 加仓 |
| CB | CHUBB LIMITED | $20.79万 | 0.06% | 610 | 610 | — | $20.79万 | 新建仓 |
| BLK | BLACKROCK INC | $20.00万 | 0.06% | 208 | 9 | 4.5% | $8,654 | 重新持有 |
| IRT | INDEPENDENCE RLTY TR INC | $16.69万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| FULC | FULCRUM THERAPEUTICS INC | $6.22万 | 0.02% | 17,000 | 0 | 0.0% | — | 不变 |
| — | INNOVIZ TECHNOLOGIES LTD | $7,612 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| 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 |