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 |
|---|---|---|---|---|---|---|---|---|
| FSSL | FS SPECIALTY LENDING FD | $6,381 | 0.00% | 510 | -512 | -50.1% | -$6,406 | 减仓 |
| IVV | ISHARES TR | $6,533 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6,872 | 0.00% | 1,173 | 34 | 3.0% | $199 | 加仓 |
| PG | PROCTER & GAMBLE CO | $7,222 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $7,462 | 0.00% | 223 | 2 | 0.9% | $67 | 加仓 |
| SYM | SYMBOTIC INC | $7,980 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $8,011 | 0.00% | 82 | -117 | -58.8% | -$1.14万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $9,084 | 0.00% | 367 | 88 | 31.5% | $2,178 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,190 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $9,337 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $9,743 | 0.00% | 41 | -41 | -50.0% | -$9,743 | 减仓 |
| STBA | S & T BANCORP INC | $1.10万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $1.14万 | 0.00% | 53 | 3 | 6.0% | $646 | 加仓 |
| TGT | TARGET CORP | $1.25万 | 0.00% | 103 | -52 | -33.5% | -$6,303 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.27万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1.27万 | 0.00% | 52 | -12 | -18.8% | -$2,933 | 减仓 |
| VLO | VALERO ENERGY CORP | $1.28万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $1.30万 | 0.00% | 122 | 75 | 159.6% | $7,962 | 加仓 |
| HYS | PIMCO ETF TR | $1.49万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $1.66万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.81万 | 0.00% | 130 | -64 | -33.0% | -$8,920 | 减仓 |
| BX | BLACKSTONE INC | $2.02万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $2.10万 | 0.00% | 880 | 0 | 0.0% | — | 不变 |
| — | AMES NATL CORP | $2.27万 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $2.31万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $2.40万 | 0.00% | 309 | -107 | -25.7% | -$8,302 | 减仓 |
| BAC | BANK AMERICA CORP | $2.42万 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $2.49万 | 0.00% | 44 | -29 | -39.7% | -$1.64万 | 减仓 |
| SBUX | STARBUCKS CORP | $2.66万 | 0.00% | 297 | -200 | -40.2% | -$1.79万 | 减仓 |
| GRMN | GARMIN LTD | $2.74万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $2.74万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $2.93万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $2.95万 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $2.96万 | 0.01% | 200 | -227 | -53.2% | -$3.36万 | 减仓 |
| MFC | MANULIFE FINL CORP | $3.01万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $3.23万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3.34万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $3.52万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.62万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $3.79万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $3.83万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $3.95万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $4.02万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $4.02万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $4.23万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $4.29万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $4.38万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $4.42万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $4.78万 | 0.01% | 111 | 111 | — | $4.78万 | 新建仓 |
| EFG | ISHARES TR | $4.79万 | 0.01% | 430 | 44 | 11.4% | $4,900 | 加仓 |
| AON | AON PLC | $5.23万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $5.31万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $5.33万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $5.34万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $5.34万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $5.43万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $5.98万 | 0.01% | 343 | -121 | -26.1% | -$2.11万 | 减仓 |
| — | HOLOGIC INC | $6.17万 | 0.01% | 816 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $6.33万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $6.63万 | 0.01% | 736 | -54 | -6.8% | -$4,868 | 减仓 |
| CMI | CUMMINS INC | $6.78万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $6.87万 | 0.01% | 1,557 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $7.26万 | 0.01% | 867 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $7.68万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $7.71万 | 0.01% | 1,098 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $7.74万 | 0.01% | 972 | -11 | -1.1% | -$876 | 减仓 |
| EEM | ISHARES TR | $8.05万 | 0.01% | 1,418 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $8.10万 | 0.01% | 1,065 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $8.13万 | 0.01% | 1,556 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $8.33万 | 0.01% | 400 | -75 | -15.8% | -$1.56万 | 减仓 |
| BA | BOEING CO | $8.62万 | 0.01% | 433 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $9.70万 | 0.02% | 572 | -255 | -30.8% | -$4.33万 | 减仓 |
| IWR | ISHARES TR | $10.14万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $10.58万 | 0.02% | 185 | -17 | -8.4% | -$9,726 | 减仓 |
| AVGO | BROADCOM INC | $10.68万 | 0.02% | 345 | -34 | -9.0% | -$1.05万 | 减仓 |
| GOOG | ALPHABET INC | $12.13万 | 0.02% | 423 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $12.35万 | 0.02% | 498 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $13.40万 | 0.02% | 1,114 | -82 | -6.9% | -$9,864 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $14.54万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $16.18万 | 0.03% | 667 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $16.27万 | 0.03% | 1,806 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $16.65万 | 0.03% | 566 | -19 | -3.2% | -$5,589 | 减仓 |
| ITOT | ISHARES TR | $16.74万 | 0.03% | 1,175 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $16.87万 | 0.03% | 1,808 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $16.96万 | 0.03% | 2,432 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $17.28万 | 0.03% | 601 | -79 | -11.6% | -$2.27万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $17.34万 | 0.03% | 5,651 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.16万 | 0.03% | 379 | -13 | -3.3% | -$6,230 | 减仓 |
| CVX | CHEVRON CORPORATION | $18.33万 | 0.03% | 886 | -47 | -5.0% | -$9,724 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $18.57万 | 0.03% | 766 | -22 | -2.8% | -$5,333 | 减仓 |
| HEDJ | WISDOMTREE TR | $18.61万 | 0.03% | 3,558 | -156 | -4.2% | -$8,159 | 减仓 |
| USB | US BANCORP | $19.37万 | 0.03% | 3,725 | -118 | -3.1% | -$6,137 | 减仓 |
| QCOM | QUALCOMM INC | $20.60万 | 0.03% | 1,600 | -25 | -1.5% | -$3,220 | 减仓 |
| IWD | ISHARES TR | $22.86万 | 0.04% | 1,070 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $24.28万 | 0.04% | 846 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $26.88万 | 0.05% | 764 | -20 | -2.6% | -$7,037 | 减仓 |
| GL | GLOBE LIFE INC | $27.83万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $32.57万 | 0.06% | 764 | -48 | -5.9% | -$2.05万 | 减仓 |
| ORCL | ORACLE CORP | $33.67万 | 0.06% | 2,289 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.58万 | 0.07% | 2,789 | 169 | 6.5% | $2.34万 | 加仓 |