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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $4.38万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $4.29万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $4.23万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $4.02万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $4.02万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $3.95万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $3.83万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $3.79万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.62万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $3.52万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3.34万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $3.23万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $3.01万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $2.96万 | 0.01% | 200 | -227 | -53.2% | -$3.36万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2.95万 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $2.93万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $2.74万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $2.74万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.66万 | 0.00% | 297 | -200 | -40.2% | -$1.79万 | 减仓 |
| DE | DEERE & CO | $2.49万 | 0.00% | 44 | -29 | -39.7% | -$1.64万 | 减仓 |
| BAC | BANK AMERICA CORP | $2.42万 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $2.40万 | 0.00% | 309 | -107 | -25.7% | -$8,302 | 减仓 |
| IYY | ISHARES TR | $2.31万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| — | AMES NATL CORP | $2.27万 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $2.10万 | 0.00% | 880 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $2.02万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.81万 | 0.00% | 130 | -64 | -33.0% | -$8,920 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $1.66万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $1.49万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $1.30万 | 0.00% | 122 | 75 | 159.6% | $7,962 | 加仓 |
| VLO | VALERO ENERGY CORP | $1.28万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1.27万 | 0.00% | 52 | -12 | -18.8% | -$2,933 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.27万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.25万 | 0.00% | 103 | -52 | -33.5% | -$6,303 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.14万 | 0.00% | 53 | 3 | 6.0% | $646 | 加仓 |
| STBA | S & T BANCORP INC | $1.10万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $9,743 | 0.00% | 41 | -41 | -50.0% | -$9,743 | 减仓 |
| CI | THE CIGNA GROUP | $9,337 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $9,190 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $9,084 | 0.00% | 367 | 88 | 31.5% | $2,178 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $8,011 | 0.00% | 82 | -117 | -58.8% | -$1.14万 | 减仓 |
| SYM | SYMBOTIC INC | $7,980 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $7,462 | 0.00% | 223 | 2 | 0.9% | $67 | 加仓 |
| PG | PROCTER & GAMBLE CO | $7,222 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6,872 | 0.00% | 1,173 | 34 | 3.0% | $199 | 加仓 |
| IVV | ISHARES TR | $6,533 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $6,381 | 0.00% | 510 | -512 | -50.1% | -$6,406 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $4,823 | 0.00% | 117 | 2 | 1.7% | $82 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $4,385 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| REPX | RILEY EXPLORATION PERMIAN IN | $3,866 | 0.00% | 106 | 1 | 1.0% | $36 | 加仓 |
| TU | TELUS CORPORATION | $3,849 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $3,801 | 0.00% | 104 | 1 | 1.0% | $37 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $3,610 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $3,552 | 0.00% | 154 | 2 | 1.3% | $46 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,024 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2,969 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $2,856 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $2,832 | 0.00% | 400 | 200 | 100.0% | $1,416 | 加仓 |
| PFFA | ETFIS SER TR I | $2,608 | 0.00% | 128 | 101 | 374.1% | $2,058 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $2,516 | 0.00% | 100 | 100 | — | $2,516 | 新建仓 |
| LAND | GLADSTONE LD CORP | $2,161 | 0.00% | 212 | 3 | 1.4% | $31 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP | $1,764 | 0.00% | 393 | 17 | 4.5% | $76 | 加仓 |
| KD | KYNDRYL HLDGS INC | $1,759 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $1,647 | 0.00% | 56 | 1 | 1.8% | $29 | 加仓 |
| FSM | FORTUNA MNG CORP | $1,490 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $1,479 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| ARQQ | ARQIT QUANTUM INC | $1,325 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPIR | SPIRE GLOBAL INC | $1,258 | 0.00% | 100 | 100 | — | $1,258 | 新建仓 |
| — | SARATOGA INVT CORP | $1,215 | 0.00% | 56 | 2 | 3.7% | $43 | 加仓 |
| RDW | REDWIRE CORPORATION | $1,190 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | GT BIOPHARMA INC | $1,021 | 0.00% | 2,500 | 2,500 | — | $1,021 | 新建仓 |
| — | BYRNA TECHNOLOGIES INC | $918 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $827 | 0.00% | 56 | 1 | 1.8% | $15 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $813 | 0.00% | 30 | 1 | 3.4% | $27 | 加仓 |
| CMCSA | COMCAST CORP NEW | $804 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $779 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $718 | 0.00% | 30 | -25 | -45.5% | -$598 | 减仓 |
| — | ADVANCED FLOWER CAP INC | $634 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| IMMR | IMMERSION CORP | $568 | 0.00% | 104 | 1 | 1.0% | $5 | 加仓 |
| WHR | WHIRLPOOL CORP | $540 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $534 | 0.00% | 1 | 1 | — | $534 | 新建仓 |
| DIS | DISNEY WALT CO | $482 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR | $477 | 0.00% | 41 | 1 | 2.5% | $12 | 加仓 |
| T | AT&T INC | $406 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $312 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $70 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $63 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $55 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $39 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $38 | 0.00% | 1 | 1 | — | $38 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| 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 |