West Financial Advisors, LLC
DES MOINES IA · SEC CIK 0001843684
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $246.58万 | 0.37% | 41,309 | -552 | -1.3% | -$3.29万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $249.79万 | 0.38% | 30,336 | 37 | 0.1% | $3,047 | 加仓 |
| VO | VANGUARD INDEX FDS | $295.69万 | 0.45% | 36,700 | -1,164 | -3.1% | -$9.38万 | 减仓 |
| BIL | SPDR SERIES TRUST | $298.88万 | 0.45% | 32,615 | -46,350 | -58.7% | -$424.75万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $370.55万 | 0.56% | 69,771 | -1,805 | -2.5% | -$9.59万 | 减仓 |
| VB | VANGUARD INDEX FDS | $387.88万 | 0.59% | 12,796 | -317 | -2.4% | -$9.61万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $413.08万 | 0.63% | 81,267 | 4,201 | 5.5% | $21.35万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $442.61万 | 0.67% | 23,895 | 649 | 2.8% | $12.02万 | 加仓 |
| AAPL | APPLE INC | $482.14万 | 0.73% | 16,662 | 900 | 5.7% | $26.04万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $487.24万 | 0.74% | 25,574 | -1,916 | -7.0% | -$36.50万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $610.88万 | 0.93% | 16,509 | 916 | 5.9% | $33.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $673.81万 | 1.02% | 9,150 | 377 | 4.3% | $27.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $816.92万 | 1.24% | 34,525 | -2,678 | -7.2% | -$63.37万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,042.40万 | 1.58% | 215,661 | 13,722 | 6.8% | $66.33万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,567.07万 | 2.38% | 63,648 | -412 | -0.6% | -$10.14万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,683.80万 | 2.56% | 174,613 | 4,234 | 2.5% | $40.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,847.25万 | 2.81% | 224,344 | 10,964 | 5.1% | $90.28万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,863.94万 | 2.83% | 471,407 | -100,387 | -17.6% | -$396.93万 | 减仓 |
| TIP | ISHARES TR | $2,093.29万 | 3.18% | 191,290 | 9,545 | 5.3% | $104.45万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,262.23万 | 3.44% | 273,712 | 15,715 | 6.1% | $129.88万 | 加仓 |
| IEFA | ISHARES TR | $2,801.45万 | 4.25% | 290,065 | 4,095 | 1.4% | $39.55万 | 加仓 |
| IJH | ISHARES TR | $2,963.05万 | 4.50% | 384,262 | 11,112 | 3.0% | $85.68万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,968.62万 | 6.03% | 986,974 | 124,778 | 14.5% | $501.73万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $5,617.42万 | 8.53% | 1,110,601 | 15,756 | 1.4% | $79.69万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,963.85万 | 9.06% | 812,403 | 93,059 | 12.9% | $683.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,273.34万 | 11.05% | 97,397 | 469 | 0.5% | $35.02万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,313.44万 | 11.11% | 1,026,448 | -42,643 | -4.0% | -$303.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $8,715.19万 | 13.23% | 126,894 | 5,283 | 4.3% | $362.84万 | 加仓 |