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 |
|---|---|---|---|---|---|---|---|---|
| SOFI | SOFI TECHNOLOGIES INC | $879 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $868 | 0.00% | 5 | 5 | — | $868 | 新建仓 |
| STN | STANTEC INC | $827 | 0.00% | 12 | 12 | — | $827 | 新建仓 |
| 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 |
| DMLP | DORCHESTER MINERALS L P | $771 | 0.00% | 31 | 1 | 3.3% | $25 | 加仓 |
| IMMR | IMMERSION CORP | $713 | 0.00% | 105 | 1 | 1.0% | $7 | 加仓 |
| — | ADVANCED FLOWER CAP INC | $710 | 0.00% | 229 | 4 | 1.8% | $12 | 加仓 |
| CMCSA | COMCAST CORP NEW | $688 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | BYRNA TECHNOLOGIES INC | $671 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $616 | 0.00% | 8 | 8 | — | $616 | 新建仓 |
| TTD | THE TRADE DESK INC | $543 | 0.00% | 30 | 30 | — | $543 | 新建仓 |
| DIS | DISNEY WALT CO | $482 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR | $477 | 0.00% | 42 | 1 | 2.4% | $11 | 加仓 |
| MCK | MCKESSON CORP | $466 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $395 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $290 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $75 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $70 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $54 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $51 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| 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 |