13F 机构持仓

West Financial Advisors, LLC

DES MOINES IA · SEC CIK 0001843684

2026Q22026Q1 更早 9 个季度 🔒
$6.59亿2026Q2 申报市值
223持仓数
74.4%前十大占比 · 第一大 13.2%
33 / 5新建仓 / 清仓
申报市值走势$6.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 13.2%
VEA 11.1%
SPY 11.0%
BND 9.1%
VTEB 8.5%
DFAE 6.0%
IJH 4.5%
IEFA 4.3%
VCIT 3.4%
TIP 3.2%

2026Q2 买入最多 按季末市值估算

BND 加仓+$683.15万
DFAE 加仓+$501.73万
VOO 加仓+$362.84万
VCIT 加仓+$129.88万
MTUM 新建仓+$109.40万

2026Q2 卖出最多 按季末市值估算

BIL 减仓-$424.75万
DFLV 减仓-$396.93万
XLV 清仓-$368.94万
VEA 减仓-$303.83万
VIG 减仓-$63.37万

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
BX BLACKSTONE INC $2.07万0.00%176 00.0% — 不变
— AMES NATL CORP $2.38万0.00%804 00.0% — 不变
GRNY TIDAL TRUST I $2.43万0.00%880 00.0% — 不变
IYY ISHARES TR $2.66万0.00%146 00.0% — 不变
RTX RTX CORPORATION $2.69万0.00%142 00.0% — 不变
GRMN GARMIN LTD $2.80万0.00%118 00.0% — 不变
MCD MCDONALDS CORP $2.81万0.00%104 00.0% — 不变
BAC BANK OF AMER CORP $2.83万0.00%497 00.0% — 不变
DE DEERE & CO $2.95万0.00%46 24.5% $1,282 加仓
OTTR OTTER TAIL CORP $3.01万0.00%334 00.0% — 不变
SBUX STARBUCKS CORP $3.04万0.00%297 00.0% — 不变
BKNG BOOKING HOLDINGS INC $3.12万0.00%175 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $3.27万0.00%247 00.0% — 不变
MFC MANULIFE FINL CORP $3.54万0.01%875 00.0% — 不变
CSCO CISCO SYS INC $3.63万0.01%309 00.0% — 不变
NTAP NETAPP INC $3.67万0.01%237 198507.7% $3.06万 重新持有
LOW LOWES COS INC $3.75万0.01%170 00.0% — 不变
TRGP TARGA RES CORP $4.05万0.01%151 00.0% — 不变
GLD SPDR GOLD TR $4.09万0.01%111 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $4.28万0.01%174 00.0% — 不变
VOE VANGUARD INDEX FDS $4.31万0.01%218 00.0% — 不变
SDY SPDR SERIES TRUST $4.47万0.01%294 00.0% — 不变
ETN EATON CORP PLC $4.56万0.01%107 00.0% — 不变
C CITIGROUP INC $4.87万0.01%348 00.0% — 不变
V VISA INC $4.97万0.01%145 00.0% — 不变
MAR MARRIOTT INTL INC NEW $5.00万0.01%135 00.0% — 不变
ED CONSOLIDATED EDISON INC $5.22万0.01%472 00.0% — 不变
EFG ISHARES TR $5.35万0.01%430 00.0% — 不变
AON AON PLC $5.37万0.01%162 00.0% — 不变
LLY ELI LILLY & CO $5.52万0.01%46 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $5.62万0.01%1,250 00.0% — 不变
HD HOME DEPOT INC $5.71万0.01%162 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $6.75万0.01%427 227113.5% $3.59万 加仓
WELL WELLTOWER INC $7.26万0.01%320 00.0% — 不变
CTVA CORTEVA INC $7.35万0.01%867 00.0% — 不变
JBL JABIL INC $7.71万0.01%200 00.0% — 不变
DGRO ISHARES TR $8.32万0.01%1,098 00.0% — 不变
TROW PRICE T ROWE GROUP INC $8.37万0.01%736 00.0% — 不变
KO COCA COLA CO $8.66万0.01%1,065 00.0% — 不变
NVDA NVIDIA CORPORATION $8.86万0.01%443 10029.2% $2.00万 加仓
CMI CUMMINS INC $8.99万0.01%126 00.0% — 不变
VBK VANGUARD INDEX FDS $9.29万0.01%254 00.0% — 不变
BA BOEING CO $9.37万0.01%433 00.0% — 不变
EEM ISHARES TR $9.70万0.01%1,418 00.0% — 不变
META META PLATFORMS INC $10.42万0.02%185 00.0% — 不变
LRCX LAM RESEARCH CORP $10.83万0.02%250 00.0% — 不变
TECH BIO-TECHNE CORP $10.99万0.02%1,556 00.0% — 不变
IWR ISHARES TR $11.51万0.02%1,043 00.0% — 不变
AMZN AMAZON COM INC $11.92万0.02%500 10025.0% $2.38万 加仓
WFC WELLS FARGO & CO $12.14万0.02%1,469 49751.1% $4.11万 加仓
AVGO BROADCOM INC $13.03万0.02%345 00.0% — 不变
MRK MERCK & CO INC $14.31万0.02%1,114 00.0% — 不变
IDMO INVESCO EXCH TRADED FD TR II $14.55万0.02%2,414 2,414— $14.55万 新建仓
CVX CHEVRON CORPORATION $14.69万0.02%886 00.0% — 不变
IWM ISHARES TR $14.96万0.02%498 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $15.28万0.02%2,000 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $16.29万0.02%1,511 -295-16.3% -$3.18万 减仓
CHD CHURCH & DWIGHT CO INC $17.52万0.03%1,808 00.0% — 不变
UNP UNION PAC CORP $18.14万0.03%667 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $18.16万0.03%363 -16-4.2% -$8,006 减仓
GOOG ALPHABET INC $18.48万0.03%523 10023.6% $3.53万 加仓
DFAI DIMENSIONAL ETF TRUST $18.79万0.03%4,555 4,54756,837.5% $18.76万 加仓
SCHD SCHWAB STRATEGIC TR $18.79万0.03%5,926 2754.9% $8,720 加仓
HEDJ WISDOMTREE TR $18.84万0.03%3,305 -253-7.1% -$1.44万 减仓
ITOT ISHARES TR $19.30万0.03%1,175 00.0% — 不变
IEMG ISHARES INC $20.15万0.03%2,432 00.0% — 不变
GOOGL ALPHABET INC $21.48万0.03%601 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $21.54万0.03%766 00.0% — 不变
INTC INTEL CORP $21.74万0.03%1,557 00.0% — 不变
USB US BANCORP $22.50万0.03%3,725 00.0% — 不变
JPM JPMORGAN CHASE & CO $22.55万0.03%689 12321.7% $4.03万 加仓
DFIV DIMENSIONAL ETF TRUST $24.89万0.04%4,607 3,941591.7% $21.29万 加仓
IWD ISHARES TR $25.43万0.04%1,049 -21-2.0% -$5,091 减仓
NSC NORFOLK SOUTHN CORP $26.61万0.04%846 00.0% — 不变
AMGN AMGEN INC $27.67万0.04%764 00.0% — 不变
QCOM QUALCOMM INC $29.57万0.04%1,600 00.0% — 不变
ORCL ORACLE CORP $33.55万0.05%2,289 00.0% — 不变
GL GLOBE LIFE INC $35.74万0.05%2,000 00.0% — 不变
IWF ISHARES TR $36.80万0.06%2,964 -92-3.0% -$1.14万 减仓
VT VANGUARD INTL EQUITY INDEX F $39.79万0.06%2,535 -254-9.1% -$3.99万 减仓
SCHB SCHWAB STRATEGIC TR $48.31万0.07%16,681 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $49.12万0.07%1,680 23115.9% $6.75万 加仓
VBR VANGUARD INDEX FDS $55.96万0.08%2,303 00.0% — 不变
TSLA TESLA INC $56.07万0.09%1,333 00.0% — 不变
VTV VANGUARD INDEX FDS $59.54万0.09%2,732 491.8% $1.07万 加仓
VCEB VANGUARD WORLD FD $62.41万0.09%9,944 1992.0% $1.25万 加仓
IBIT ISHARES BITCOIN TRUST ETF $62.59万0.10%18,800 1,5078.7% $5.02万 加仓
DSI ISHARES TR $63.55万0.10%4,463 -76-1.7% -$1.08万 减仓
SUSA ISHARES TR $70.35万0.11%4,559 -37-0.8% -$5,709 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.11%1 00.0% — 不变
LNT ALLIANT ENERGY CORP $82.15万0.12%10,768 00.0% — 不变
SCHW SCHWAB CHARLES CORP $83.04万0.13%9,000 00.0% — 不变
MGC VANGUARD WORLD FD $99.25万0.15%3,627 -103-2.8% -$2.82万 减仓
MSFT MICROSOFT CORP $100.00万0.15%2,681 -100-3.6% -$3.73万 减仓
MTUM ISHARES TR $109.40万0.17%3,191 3,191— $109.40万 新建仓
CASY CASEYS GEN STORES INC $169.76万0.26%2,136 -41-1.9% -$3.26万 减仓
PRF INVESCO EXCHANGE TRADED FD T $193.02万0.29%35,724 -67-0.2% -$3,620 减仓
VUG VANGUARD INDEX FDS $203.62万0.31%23,639 290.1% $2,498 加仓
VXUS VANGUARD STAR FDS $224.19万0.34%26,224 -947-3.5% -$8.10万 减仓
ESGV VANGUARD WORLD FD $243.13万0.37%18,386 -274-1.5% -$3.62万 减仓