West Financial Advisors, LLC
DES MOINES IA · SEC CIK 0001843684
$5.89亿2026Q1 申报市值
192持仓数
73.6%前十大占比 · 第一大 12.3%
10 / 53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
DFLV 新建仓+$2,041.88万
XLE 新建仓+$438.47万
XLB 新建仓+$385.10万
XLV 新建仓+$368.94万
CASY 加仓+$106.49万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$1,667.65万
XLC 清仓-$388.57万
XLY 清仓-$388.18万
VEA 减仓-$207.70万
DFAE 减仓-$94.65万
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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -33,008 | -100.0% | -$388.57万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -32,508 | -100.0% | -$388.18万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -648 | -100.0% | -$14.81万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | -19 | -100.0% | -$2.03万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -375 | -100.0% | -$1.72万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -19 | -100.0% | -$1.24万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -87 | -100.0% | -$1.10万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -69 | -100.0% | -$9,365 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -16 | -100.0% | -$9,062 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -45 | -100.0% | -$8,748 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -170 | -100.0% | -$8,132 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -30 | -100.0% | -$8,049 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -207 | -100.0% | -$7,945 | 清仓 |
| CB | CHUBB LIMITED | $0 | 0.00% | 0 | -25 | -100.0% | -$7,803 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -73 | -100.0% | -$7,699 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -13 | -100.0% | -$7,448 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -90 | -100.0% | -$7,354 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -97 | -100.0% | -$7,165 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -56 | -100.0% | -$7,149 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -54 | -100.0% | -$6,967 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -22 | -100.0% | -$6,926 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -12 | -100.0% | -$6,851 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -37 | -100.0% | -$6,734 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -54 | -100.0% | -$6,640 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -6 | -100.0% | -$6,423 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -38 | -100.0% | -$6,096 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -58 | -100.0% | -$5,754 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -40 | -100.0% | -$5,741 | 清仓 |
| CTRE | CARETRUST REIT INC | $0 | 0.00% | 0 | -155 | -100.0% | -$5,603 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -80 | -100.0% | -$5,355 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -13 | -100.0% | -$5,060 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -102 | -100.0% | -$5,020 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -64 | -100.0% | -$4,754 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -177 | -100.0% | -$4,408 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -43 | -100.0% | -$4,336 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -40 | -100.0% | -$4,036 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -146 | -100.0% | -$3,461 | 清仓 |
| ING | ING GROEP N.V. | $0 | 0.00% | 0 | -115 | -100.0% | -$3,220 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -32 | -100.0% | -$2,928 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -10 | -100.0% | -$2,870 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -105 | -100.0% | -$2,688 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -24 | -100.0% | -$2,177 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $0 | 0.00% | 0 | -226 | -100.0% | -$1,755 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -170 | -100.0% | -$1,719 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -35 | -100.0% | -$1,717 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -23 | -100.0% | -$1,505 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -19 | -100.0% | -$1,498 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1,464 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -19 | -100.0% | -$1,243 | 清仓 |
| RTO | RENTOKIL INITIAL PLC | $0 | 0.00% | 0 | -40 | -100.0% | -$1,179 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,122 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -302 | -100.0% | -$782 | 清仓 |
| WEST | WESTROCK COFFEE CO | $0 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $38 | 0.00% | 1 | 1 | — | $38 | 新建仓 |
| S | SENTINELONE INC | $39 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $55 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $63 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $70 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $312 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $406 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR | $477 | 0.00% | 41 | 1 | 2.5% | $12 | 加仓 |
| DIS | DISNEY WALT CO | $482 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $534 | 0.00% | 1 | 1 | — | $534 | 新建仓 |
| WHR | WHIRLPOOL CORP | $540 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IMMR | IMMERSION CORP | $568 | 0.00% | 104 | 1 | 1.0% | $5 | 加仓 |
| — | ADVANCED FLOWER CAP INC | $634 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $718 | 0.00% | 30 | -25 | -45.5% | -$598 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $779 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $804 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $813 | 0.00% | 30 | 1 | 3.4% | $27 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $827 | 0.00% | 56 | 1 | 1.8% | $15 | 加仓 |
| — | BYRNA TECHNOLOGIES INC | $918 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | GT BIOPHARMA INC | $1,021 | 0.00% | 2,500 | 2,500 | — | $1,021 | 新建仓 |
| RDW | REDWIRE CORPORATION | $1,190 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | SARATOGA INVT CORP | $1,215 | 0.00% | 56 | 2 | 3.7% | $43 | 加仓 |
| SPIR | SPIRE GLOBAL INC | $1,258 | 0.00% | 100 | 100 | — | $1,258 | 新建仓 |
| ARQQ | ARQIT QUANTUM INC | $1,325 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $1,479 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| FSM | FORTUNA MNG CORP | $1,490 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $1,647 | 0.00% | 56 | 1 | 1.8% | $29 | 加仓 |
| KD | KYNDRYL HLDGS INC | $1,759 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP | $1,764 | 0.00% | 393 | 17 | 4.5% | $76 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LAND | GLADSTONE LD CORP | $2,161 | 0.00% | 212 | 3 | 1.4% | $31 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $2,516 | 0.00% | 100 | 100 | — | $2,516 | 新建仓 |
| PFFA | ETFIS SER TR I | $2,608 | 0.00% | 128 | 101 | 374.1% | $2,058 | 加仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $2,832 | 0.00% | 400 | 200 | 100.0% | $1,416 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $2,856 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2,969 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $3,024 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $3,552 | 0.00% | 154 | 2 | 1.3% | $46 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $3,610 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $3,801 | 0.00% | 104 | 1 | 1.0% | $37 | 加仓 |
| TU | TELUS CORPORATION | $3,849 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| REPX | RILEY EXPLORATION PERMIAN IN | $3,866 | 0.00% | 106 | 1 | 1.0% | $36 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $4,385 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $4,823 | 0.00% | 117 | 2 | 1.7% | $82 | 加仓 |