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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -25,165 | -100.0% | -$368.94万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -572 | -100.0% | -$9.70万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -816 | -100.0% | -$6.17万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -52 | -100.0% | -$1.27万 | 清仓 |
| WEST | WESTROCK COFFEE CO | $0 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $51 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $54 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $70 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $75 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $290 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $395 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $466 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR | $477 | 0.00% | 42 | 1 | 2.4% | $11 | 加仓 |
| DIS | DISNEY WALT CO | $482 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $543 | 0.00% | 30 | 30 | — | $543 | 新建仓 |
| COPX | GLOBAL X FDS | $616 | 0.00% | 8 | 8 | — | $616 | 新建仓 |
| — | BYRNA TECHNOLOGIES INC | $671 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $688 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | ADVANCED FLOWER CAP INC | $710 | 0.00% | 229 | 4 | 1.8% | $12 | 加仓 |
| IMMR | IMMERSION CORP | $713 | 0.00% | 105 | 1 | 1.0% | $7 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $771 | 0.00% | 31 | 1 | 3.3% | $25 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $778 | 0.00% | 18 | 18 | — | $778 | 新建仓 |
| TTAN | SERVICETITAN INC | $778 | 0.00% | 11 | 11 | — | $778 | 新建仓 |
| STN | STANTEC INC | $827 | 0.00% | 12 | 12 | — | $827 | 新建仓 |
| WING | WINGSTOP INC | $868 | 0.00% | 5 | 5 | — | $868 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $879 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $880 | 0.00% | 7 | 7 | — | $880 | 新建仓 |
| CME | CME GROUP INC | $884 | 0.00% | 4 | 4 | — | $884 | 新建仓 |
| VEEV | VEEVA SYS INC | $888 | 0.00% | 5 | 5 | — | $888 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $906 | 0.00% | 57 | 1 | 1.8% | $16 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $919 | 0.00% | 2 | 2 | — | $919 | 新建仓 |
| U | UNITY SOFTWARE INC | $972 | 0.00% | 34 | 34 | — | $972 | 新建仓 |
| UPST | UPSTART HLDGS INC | $993 | 0.00% | 28 | 28 | — | $993 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $1,024 | 0.00% | 31 | 1 | 3.3% | $33 | 加仓 |
| SHOP | SHOPIFY INC | $1,028 | 0.00% | 9 | 9 | — | $1,028 | 新建仓 |
| RBLX | ROBLOX CORP | $1,034 | 0.00% | 19 | 19 | — | $1,034 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $1,039 | 0.00% | 57 | 1 | 1.8% | $18 | 加仓 |
| BBD | BANCO BRADESCO S A | $1,041 | 0.00% | 300 | 300 | — | $1,041 | 新建仓 |
| PGR | PROGRESSIVE CORP | $1,093 | 0.00% | 5 | 5 | — | $1,093 | 新建仓 |
| GMED | GLOBUS MED INC | $1,107 | 0.00% | 14 | 14 | — | $1,107 | 新建仓 |
| DASH | DOORDASH INC | $1,108 | 0.00% | 6 | 6 | — | $1,108 | 新建仓 |
| — | GT BIOPHARMA INC | $1,225 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| FSM | FORTUNA MNG CORP | $1,268 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | SARATOGA INVT CORP | $1,281 | 0.00% | 57 | 1 | 1.8% | $22 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $1,288 | 0.00% | 70 | 1 | 1.4% | $18 | 加仓 |
| TTC | TORO CO | $1,364 | 0.00% | 14 | 14 | — | $1,364 | 新建仓 |
| — | PENNANTPARK INVT CORP | $1,401 | 0.00% | 404 | 11 | 2.8% | $38 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,491 | 0.00% | 3 | 3 | — | $1,491 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,500 | 0.00% | 6 | 6 | — | $1,500 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $1,516 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $1,541 | 0.00% | 72 | 72 | — | $1,541 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $1,576 | 0.00% | 32 | 32 | — | $1,576 | 新建仓 |
| RDW | REDWIRE CORPORATION | $1,713 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $1,717 | 0.00% | 7 | 7 | — | $1,717 | 新建仓 |
| LAND | GLADSTONE LD CORP | $1,834 | 0.00% | 215 | 3 | 1.4% | $26 | 加仓 |
| SPIR | SPIRE GLOBAL INC | $1,860 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,111 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $2,143 | 0.00% | 70 | 70 | — | $2,143 | 新建仓 |
| FTNT | FORTINET INC | $2,151 | 0.00% | 14 | 14 | — | $2,151 | 新建仓 |
| GII | SPDR INDEX SHS FDS | $2,196 | 0.00% | 29 | 29 | — | $2,196 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $2,267 | 0.00% | 21 | -61 | -74.4% | -$6,585 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $2,313 | 0.00% | 51 | 51 | — | $2,313 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $2,568 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $2,600 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I | $2,700 | 0.00% | 131 | 3 | 2.3% | $62 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $2,792 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARQQ | ARQIT QUANTUM INC | $2,972 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TU | TELUS CORPORATION | $3,171 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3,184 | 0.00% | 51 | 1 | 2.0% | $62 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $3,535 | 0.00% | 107 | 1 | 0.9% | $33 | 加仓 |
| UGI | UGI CORP NEW | $3,642 | 0.00% | 105 | 1 | 1.0% | $35 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,084 | 0.00% | 79 | 12 | 17.9% | $620 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $4,277 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $4,587 | 0.00% | 155 | 1 | 0.6% | $30 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $5,228 | 0.00% | 119 | 2 | 1.7% | $88 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $5,392 | 0.00% | 46 | 46 | — | $5,392 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $5,687 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,596 | 0.00% | 31 | 31 | — | $6,596 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6,718 | 0.00% | 1,213 | 40 | 3.4% | $222 | 加仓 |
| SYM | SYMBOTIC INC | $6,743 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $7,178 | 0.00% | 225 | 2 | 0.9% | $64 | 加仓 |
| PG | PROCTER & GAMBLE CO | $7,332 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $7,489 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $7,729 | 0.00% | 279 | -88 | -24.0% | -$2,438 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $8,960 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $9,649 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.01万 | 0.00% | 59 | 59 | — | $1.01万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1.04万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1.07万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $1.11万 | 0.00% | 103 | -19 | -15.6% | -$2,045 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.24万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $1.28万 | 0.00% | 56 | 3 | 5.7% | $686 | 加仓 |
| STBA | S & T BANCORP INC | $1.29万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.35万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $1.36万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $1.50万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.64万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $1.78万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |