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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $8,715.19万 | 13.23% | 126,894 | 5,283 | 4.3% | $362.84万 | 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 |
| 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 |
| BND | VANGUARD BD INDEX FDS | $5,963.85万 | 9.06% | 812,403 | 93,059 | 12.9% | $683.15万 | 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 |
| DFAE | DIMENSIONAL ETF TRUST | $3,968.62万 | 6.03% | 986,974 | 124,778 | 14.5% | $501.73万 | 加仓 |
| IJH | ISHARES TR | $2,963.05万 | 4.50% | 384,262 | 11,112 | 3.0% | $85.68万 | 加仓 |
| IEFA | ISHARES TR | $2,801.45万 | 4.25% | 290,065 | 4,095 | 1.4% | $39.55万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,262.23万 | 3.44% | 273,712 | 15,715 | 6.1% | $129.88万 | 加仓 |
| TIP | ISHARES TR | $2,093.29万 | 3.18% | 191,290 | 9,545 | 5.3% | $104.45万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,863.94万 | 2.83% | 471,407 | -100,387 | -17.6% | -$396.93万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,847.25万 | 2.81% | 224,344 | 10,964 | 5.1% | $90.28万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,683.80万 | 2.56% | 174,613 | 4,234 | 2.5% | $40.83万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,567.07万 | 2.38% | 63,648 | -412 | -0.6% | -$10.14万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,042.40万 | 1.58% | 215,661 | 13,722 | 6.8% | $66.33万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $816.92万 | 1.24% | 34,525 | -2,678 | -7.2% | -$63.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $673.81万 | 1.02% | 9,150 | 377 | 4.3% | $27.76万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $610.88万 | 0.93% | 16,509 | 916 | 5.9% | $33.89万 | 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 |
| AAPL | APPLE INC | $482.14万 | 0.73% | 16,662 | 900 | 5.7% | $26.04万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $442.61万 | 0.67% | 23,895 | 649 | 2.8% | $12.02万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $413.08万 | 0.63% | 81,267 | 4,201 | 5.5% | $21.35万 | 加仓 |
| VB | VANGUARD INDEX FDS | $387.88万 | 0.59% | 12,796 | -317 | -2.4% | -$9.61万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $370.55万 | 0.56% | 69,771 | -1,805 | -2.5% | -$9.59万 | 减仓 |
| BIL | SPDR SERIES TRUST | $298.88万 | 0.45% | 32,615 | -46,350 | -58.7% | -$424.75万 | 减仓 |
| VO | VANGUARD INDEX FDS | $295.69万 | 0.45% | 36,700 | -1,164 | -3.1% | -$9.38万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $249.79万 | 0.38% | 30,336 | 37 | 0.1% | $3,047 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $246.58万 | 0.37% | 41,309 | -552 | -1.3% | -$3.29万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $243.13万 | 0.37% | 18,386 | -274 | -1.5% | -$3.62万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $224.19万 | 0.34% | 26,224 | -947 | -3.5% | -$8.10万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $203.62万 | 0.31% | 23,639 | 29 | 0.1% | $2,498 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $193.02万 | 0.29% | 35,724 | -67 | -0.2% | -$3,620 | 减仓 |
| CASY | CASEYS GEN STORES INC | $169.76万 | 0.26% | 2,136 | -41 | -1.9% | -$3.26万 | 减仓 |
| MTUM | ISHARES TR | $109.40万 | 0.17% | 3,191 | 3,191 | — | $109.40万 | 新建仓 |
| MSFT | MICROSOFT CORP | $100.00万 | 0.15% | 2,681 | -100 | -3.6% | -$3.73万 | 减仓 |
| MGC | VANGUARD WORLD FD | $99.25万 | 0.15% | 3,627 | -103 | -2.8% | -$2.82万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $83.04万 | 0.13% | 9,000 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $82.15万 | 0.12% | 10,768 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.11% | 1 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $70.35万 | 0.11% | 4,559 | -37 | -0.8% | -$5,709 | 减仓 |
| DSI | ISHARES TR | $63.55万 | 0.10% | 4,463 | -76 | -1.7% | -$1.08万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $62.59万 | 0.10% | 18,800 | 1,507 | 8.7% | $5.02万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $62.41万 | 0.09% | 9,944 | 199 | 2.0% | $1.25万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $59.54万 | 0.09% | 2,732 | 49 | 1.8% | $1.07万 | 加仓 |
| TSLA | TESLA INC | $56.07万 | 0.09% | 1,333 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $55.96万 | 0.08% | 2,303 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $49.12万 | 0.07% | 1,680 | 231 | 15.9% | $6.75万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $48.31万 | 0.07% | 16,681 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $39.79万 | 0.06% | 2,535 | -254 | -9.1% | -$3.99万 | 减仓 |
| IWF | ISHARES TR | $36.80万 | 0.06% | 2,964 | -92 | -3.0% | -$1.14万 | 减仓 |
| GL | GLOBE LIFE INC | $35.74万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $33.55万 | 0.05% | 2,289 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $29.57万 | 0.04% | 1,600 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $27.67万 | 0.04% | 764 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $26.61万 | 0.04% | 846 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $25.43万 | 0.04% | 1,049 | -21 | -2.0% | -$5,091 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $24.89万 | 0.04% | 4,607 | 3,941 | 591.7% | $21.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $22.55万 | 0.03% | 689 | 123 | 21.7% | $4.03万 | 加仓 |
| USB | US BANCORP | $22.50万 | 0.03% | 3,725 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $21.74万 | 0.03% | 1,557 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.54万 | 0.03% | 766 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $21.48万 | 0.03% | 601 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $20.15万 | 0.03% | 2,432 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $19.30万 | 0.03% | 1,175 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $18.84万 | 0.03% | 3,305 | -253 | -7.1% | -$1.44万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $18.79万 | 0.03% | 5,926 | 275 | 4.9% | $8,720 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $18.79万 | 0.03% | 4,555 | 4,547 | 56,837.5% | $18.76万 | 加仓 |
| GOOG | ALPHABET INC | $18.48万 | 0.03% | 523 | 100 | 23.6% | $3.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.16万 | 0.03% | 363 | -16 | -4.2% | -$8,006 | 减仓 |
| UNP | UNION PAC CORP | $18.14万 | 0.03% | 667 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $17.52万 | 0.03% | 1,808 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $16.29万 | 0.02% | 1,511 | -295 | -16.3% | -$3.18万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $15.28万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $14.96万 | 0.02% | 498 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $14.69万 | 0.02% | 886 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $14.55万 | 0.02% | 2,414 | 2,414 | — | $14.55万 | 新建仓 |
| MRK | MERCK & CO INC | $14.31万 | 0.02% | 1,114 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $13.03万 | 0.02% | 345 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $12.14万 | 0.02% | 1,469 | 497 | 51.1% | $4.11万 | 加仓 |
| AMZN | AMAZON COM INC | $11.92万 | 0.02% | 500 | 100 | 25.0% | $2.38万 | 加仓 |
| IWR | ISHARES TR | $11.51万 | 0.02% | 1,043 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $10.99万 | 0.02% | 1,556 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $10.83万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $10.42万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $9.70万 | 0.01% | 1,418 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $9.37万 | 0.01% | 433 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $9.29万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $8.99万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $8.86万 | 0.01% | 443 | 100 | 29.2% | $2.00万 | 加仓 |
| KO | COCA COLA CO | $8.66万 | 0.01% | 1,065 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $8.37万 | 0.01% | 736 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $8.32万 | 0.01% | 1,098 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $7.71万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $7.35万 | 0.01% | 867 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $7.26万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $6.75万 | 0.01% | 427 | 227 | 113.5% | $3.59万 | 加仓 |
| HD | HOME DEPOT INC | $5.71万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $5.62万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $5.52万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $5.37万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |