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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $7,266.88万 | 12.34% | 121,611 | -27,908 | -18.7% | -$1,667.65万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,850.74万 | 11.63% | 1,069,091 | -32,412 | -2.9% | -$207.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,303.62万 | 10.70% | 96,928 | -1,377 | -1.4% | -$89.55万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $5,462.18万 | 9.27% | 1,094,845 | 20,806 | 1.9% | $103.80万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,297.25万 | 8.99% | 719,344 | 6,423 | 0.9% | $47.30万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,919.40万 | 4.96% | 862,196 | -27,952 | -3.1% | -$94.65万 | 减仓 |
| IEFA | ISHARES TR | $2,588.89万 | 4.39% | 285,970 | -2,969 | -1.0% | -$26.88万 | 减仓 |
| IJH | ISHARES TR | $2,519.88万 | 4.28% | 373,150 | 10,401 | 2.9% | $70.24万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,134.93万 | 3.62% | 257,997 | 2,702 | 1.1% | $22.36万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,041.88万 | 3.47% | 571,794 | 571,794 | — | $2,041.88万 | 新建仓 |
| TIP | ISHARES TR | $2,005.74万 | 3.40% | 181,745 | 5,460 | 3.1% | $60.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,517.77万 | 2.58% | 213,380 | 1,359 | 0.6% | $9.67万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,511.26万 | 2.57% | 170,379 | 2,253 | 1.3% | $19.98万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,318.36万 | 2.24% | 64,060 | 921 | 1.5% | $18.95万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $967.89万 | 1.64% | 201,939 | 12,103 | 6.4% | $58.01万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $800.08万 | 1.36% | 37,203 | -757 | -2.0% | -$16.28万 | 减仓 |
| BIL | SPDR SERIES TRUST | $723.64万 | 1.23% | 78,965 | -188 | -0.2% | -$1.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $506.36万 | 0.86% | 8,773 | -248 | -2.7% | -$14.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $500.25万 | 0.85% | 15,593 | -321 | -2.0% | -$10.30万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $438.47万 | 0.74% | 71,576 | 71,576 | — | $438.47万 | 新建仓 |
| AAPL | APPLE INC | $400.02万 | 0.68% | 15,762 | -114 | -0.7% | -$2.89万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $385.10万 | 0.65% | 77,066 | 77,066 | — | $385.10万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $375.96万 | 0.64% | 23,246 | -1,936 | -7.7% | -$31.31万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $368.94万 | 0.63% | 25,165 | 25,165 | — | $368.94万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $343.45万 | 0.58% | 13,113 | 79 | 0.6% | $2.07万 | 加仓 |
| VO | VANGUARD INDEX FDS | $271.84万 | 0.46% | 9,466 | 247 | 2.7% | $7.09万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $226.26万 | 0.38% | 41,861 | 1,395 | 3.4% | $7.54万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $217.33万 | 0.37% | 30,299 | -658 | -2.1% | -$4.72万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $209.52万 | 0.36% | 27,171 | -2,113 | -7.2% | -$16.29万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $209.50万 | 0.36% | 18,660 | -58 | -0.3% | -$6,512 | 减仓 |
| VUG | VANGUARD INDEX FDS | $171.86万 | 0.29% | 3,935 | -9 | -0.2% | -$3,931 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $170.11万 | 0.29% | 35,791 | -33 | -0.1% | -$1,568 | 减仓 |
| CASY | CASEYS GEN STORES INC | $158.46万 | 0.27% | 2,177 | 1,463 | 204.9% | $106.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $102.93万 | 0.17% | 2,781 | -48 | -1.7% | -$1.78万 | 减仓 |
| MGC | VANGUARD WORLD FD | $88.16万 | 0.15% | 3,730 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $84.58万 | 0.14% | 9,000 | -3,600 | -28.6% | -$33.83万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $77.27万 | 0.13% | 10,768 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.12% | 1 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $66.44万 | 0.11% | 17,293 | 291 | 1.7% | $1.12万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $61.23万 | 0.10% | 9,745 | -48 | -0.5% | -$3,016 | 减仓 |
| SUSA | ISHARES TR | $60.71万 | 0.10% | 4,596 | -26 | -0.6% | -$3,435 | 减仓 |
| DSI | ISHARES TR | $55.01万 | 0.09% | 4,539 | -33 | -0.7% | -$3,999 | 减仓 |
| VTV | VANGUARD INDEX FDS | $52.64万 | 0.09% | 2,683 | 3 | 0.1% | $589 | 加仓 |
| VBR | VANGUARD INDEX FDS | $50.03万 | 0.08% | 2,303 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $49.62万 | 0.08% | 1,449 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $49.55万 | 0.08% | 1,333 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $41.87万 | 0.07% | 16,681 | -627 | -3.6% | -$1.57万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.58万 | 0.07% | 2,789 | 169 | 6.5% | $2.34万 | 加仓 |
| ORCL | ORACLE CORP | $33.67万 | 0.06% | 2,289 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $32.57万 | 0.06% | 764 | -48 | -5.9% | -$2.05万 | 减仓 |
| GL | GLOBE LIFE INC | $27.83万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $26.88万 | 0.05% | 764 | -20 | -2.6% | -$7,037 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $24.28万 | 0.04% | 846 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $22.86万 | 0.04% | 1,070 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $20.60万 | 0.03% | 1,600 | -25 | -1.5% | -$3,220 | 减仓 |
| USB | US BANCORP | $19.37万 | 0.03% | 3,725 | -118 | -3.1% | -$6,137 | 减仓 |
| HEDJ | WISDOMTREE TR | $18.61万 | 0.03% | 3,558 | -156 | -4.2% | -$8,159 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $18.57万 | 0.03% | 766 | -22 | -2.8% | -$5,333 | 减仓 |
| CVX | CHEVRON CORPORATION | $18.33万 | 0.03% | 886 | -47 | -5.0% | -$9,724 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.16万 | 0.03% | 379 | -13 | -3.3% | -$6,230 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $17.34万 | 0.03% | 5,651 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $17.28万 | 0.03% | 601 | -79 | -11.6% | -$2.27万 | 减仓 |
| IEMG | ISHARES INC | $16.96万 | 0.03% | 2,432 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $16.87万 | 0.03% | 1,808 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $16.74万 | 0.03% | 1,175 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $16.65万 | 0.03% | 566 | -19 | -3.2% | -$5,589 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $16.27万 | 0.03% | 1,806 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $16.18万 | 0.03% | 667 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $14.54万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $13.40万 | 0.02% | 1,114 | -82 | -6.9% | -$9,864 | 减仓 |
| IWM | ISHARES TR | $12.35万 | 0.02% | 498 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $12.13万 | 0.02% | 423 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $10.68万 | 0.02% | 345 | -34 | -9.0% | -$1.05万 | 减仓 |
| META | META PLATFORMS INC | $10.58万 | 0.02% | 185 | -17 | -8.4% | -$9,726 | 减仓 |
| IWR | ISHARES TR | $10.14万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $9.70万 | 0.02% | 572 | -255 | -30.8% | -$4.33万 | 减仓 |
| BA | BOEING CO | $8.62万 | 0.01% | 433 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $8.33万 | 0.01% | 400 | -75 | -15.8% | -$1.56万 | 减仓 |
| TECH | BIO-TECHNE CORP | $8.13万 | 0.01% | 1,556 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $8.10万 | 0.01% | 1,065 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $8.05万 | 0.01% | 1,418 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $7.74万 | 0.01% | 972 | -11 | -1.1% | -$876 | 减仓 |
| DGRO | ISHARES TR | $7.71万 | 0.01% | 1,098 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $7.68万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $7.26万 | 0.01% | 867 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $6.87万 | 0.01% | 1,557 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $6.78万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $6.63万 | 0.01% | 736 | -54 | -6.8% | -$4,868 | 减仓 |
| WELL | WELLTOWER INC | $6.33万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $6.17万 | 0.01% | 816 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $5.98万 | 0.01% | 343 | -121 | -26.1% | -$2.11万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $5.43万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $5.34万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $5.34万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $5.33万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $5.31万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $5.23万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $4.79万 | 0.01% | 430 | 44 | 11.4% | $4,900 | 加仓 |
| GLD | SPDR GOLD TR | $4.78万 | 0.01% | 111 | 111 | — | $4.78万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $4.42万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |