13F 机构持仓

Westwood Wealth Management

Los Angeles CA · SEC CIK 0001861125

2026Q22026Q1 更早 9 个季度 🔒
$2.55亿2026Q1 申报市值
42持仓数
81.2%前十大占比 · 第一大 38.6%
2 / 88新建仓 / 清仓
申报市值走势$3.45亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 38.6%
GOOGL 8.4%
META 6.0%
AVGO 5.4%
QLD 5.2%
AAPL 4.3%
SOXL 4.2%
MSFT 3.5%
TSLA 3.1%
PLTR 2.5%

2026Q1 买入最多 按季末市值估算

NVDA 加仓+$9,653.67万
GOOGL 加仓+$2,099.82万
AVGO 加仓+$1,365.84万
META 加仓+$1,346.91万
MSFT 加仓+$777.51万

2026Q1 卖出最多 按季末市值估算

DFAI 清仓-$888.68万
BIV 清仓-$566.63万
JAAA 清仓-$550.12万
SPHQ 清仓-$523.34万
DIMENSIONAL ETF 清仓-$503.38万

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
DFAI DIMENSIONAL ETF TRUST $00.00%0 -233,188-100.0% -$888.68万 清仓
BIV VANGUARD BD INDEX FDS $00.00%0 -72,757-100.0% -$566.63万 清仓
JAAA JANUS DETROIT STR TR $00.00%0 -108,762-100.0% -$550.12万 清仓
SPHQ INVESCO EXCHANGE TRADED FD T $00.00%0 -69,732-100.0% -$523.34万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -84,545-100.0% -$503.38万 清仓
SPYG SPDR SERIES TRUST $00.00%0 -43,544-100.0% -$464.62万 清仓
TGRW T ROWE PRICE ETF INC $00.00%0 -76,980-100.0% -$354.20万 清仓
JMBS JANUS DETROIT STR TR $00.00%0 -70,435-100.0% -$321.82万 清仓
EZM WISDOMTREE TR $00.00%0 -43,341-100.0% -$289.52万 清仓
SJNK SPDR SERIES TRUST $00.00%0 -110,861-100.0% -$280.70万 清仓
VOE VANGUARD INDEX FDS $00.00%0 -15,525-100.0% -$275.37万 清仓
PWR QUANTA SVCS INC $00.00%0 -6,169-100.0% -$260.37万 清仓
VOT VANGUARD INDEX FDS $00.00%0 -8,828-100.0% -$246.42万 清仓
VGSH VANGUARD SCOTTSDALE FDS $00.00%0 -41,925-100.0% -$246.23万 清仓
PEG PUBLIC SVC ENTERPRISE GRP IN $00.00%0 -28,562-100.0% -$229.35万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -83,294-100.0% -$216.29万 清仓
TFLO ISHARES TR $00.00%0 -41,616-100.0% -$209.99万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -78,626-100.0% -$186.57万 清仓
DFAU DIMENSIONAL ETF TRUST $00.00%0 -37,070-100.0% -$173.49万 清仓
XLK SELECT SECTOR SPDR TR $00.00%0 -11,943-100.0% -$171.94万 清仓
DJAN FIRST TR EXCHNG TRADED FD VI $00.00%0 -39,315-100.0% -$170.69万 清仓
VB VANGUARD INDEX FDS $00.00%0 -5,180-100.0% -$133.61万 清仓
SOXX ISHARES TR $00.00%0 -4,413-100.0% -$132.90万 清仓
SGOV ISHARES TR $00.00%0 -12,313-100.0% -$123.60万 清仓
SCHB SCHWAB STRATEGIC TR $00.00%0 -46,656-100.0% -$122.38万 清仓
— VIRTUS ETF TR II $00.00%0 -47,885-100.0% -$111.79万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -1,825-100.0% -$105.75万 清仓
IWF ISHARES TR $00.00%0 -1,867-100.0% -$88.38万 清仓
HD HOME DEPOT INC $00.00%0 -2,555-100.0% -$87.92万 清仓
BNY BANK NEW YORK MELLON CORP $00.00%0 -7,311-100.0% -$84.87万 清仓
BRK/B BERKSHIRE HATHAWAY INC DEL $00.00%0 -1,687-100.0% -$84.80万 清仓
QCOM QUALCOMM INC $00.00%0 -4,910-100.0% -$83.99万 清仓
IWM ISHARES TR $00.00%0 -3,330-100.0% -$81.97万 清仓
AZZ AZZ INC $00.00%0 -7,000-100.0% -$75.03万 清仓
PFE PFIZER INC $00.00%0 -29,234-100.0% -$72.79万 清仓
— NUVEEN NEW YORK QLT MUN INC $00.00%0 -63,700-100.0% -$71.73万 清仓
BOND PIMCO ETF TR $00.00%0 -7,498-100.0% -$70.09万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -18,141-100.0% -$68.99万 清仓
SCHF SCHWAB STRATEGIC TR $00.00%0 -26,742-100.0% -$64.29万 清仓
AOS SMITH A O CORP $00.00%0 -9,488-100.0% -$63.46万 清仓
HYG ISHARES TR $00.00%0 -7,845-100.0% -$63.25万 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 -3,178-100.0% -$60.88万 清仓
MRK MERCK & CO INC $00.00%0 -5,704-100.0% -$60.04万 清仓
ABBV ABBVIE INC $00.00%0 -2,421-100.0% -$55.32万 清仓
XLI SELECT SECTOR SPDR TR $00.00%0 -3,095-100.0% -$48.01万 清仓
DFIC DIMENSIONAL ETF TRUST $00.00%0 -13,802-100.0% -$47.56万 清仓
RTX RTX CORPORATION $00.00%0 -2,429-100.0% -$44.55万 清仓
SNPS SYNOPSYS INC $00.00%0 -926-100.0% -$43.50万 清仓
AGGY WISDOMTREE TR $00.00%0 -9,749-100.0% -$42.94万 清仓
MEAR ISHARES U S ETF TR $00.00%0 -8,460-100.0% -$42.57万 清仓
TMUS T-MOBILE US INC $00.00%0 -2,043-100.0% -$41.48万 清仓
VTV VANGUARD INDEX FDS $00.00%0 -2,156-100.0% -$41.18万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -15,055-100.0% -$40.68万 清仓
CRM SALESFORCE INC $00.00%0 -1,511-100.0% -$40.03万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,167-100.0% -$37.89万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -802-100.0% -$37.59万 清仓
ASTS AST SPACEMOBILE INC $00.00%0 -5,000-100.0% -$36.31万 清仓
JMUB J P MORGAN EXCHANGE TRADED F $00.00%0 -6,910-100.0% -$35.01万 清仓
INTU INTUIT $00.00%0 -518-100.0% -$34.31万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -577-100.0% -$32.90万 清仓
WFC WELLS FARGO CO NEW $00.00%0 -3,473-100.0% -$32.37万 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -1,285-100.0% -$31.65万 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 -5,724-100.0% -$31.35万 清仓
— TIDAL TRUST III $00.00%0 -16,292-100.0% -$30.53万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -1,240-100.0% -$30.05万 清仓
B BARRICK MNG CORP $00.00%0 -6,388-100.0% -$27.82万 清仓
ABT ABBOTT LABS $00.00%0 -2,220-100.0% -$27.81万 清仓
BAC BANK AMERICA CORP $00.00%0 -5,054-100.0% -$27.80万 清仓
DFAE DIMENSIONAL ETF TRUST $00.00%0 -8,407-100.0% -$27.38万 清仓
ED CONSOLIDATED EDISON INC $00.00%0 -2,662-100.0% -$26.44万 清仓
MINO PIMCO ETF TR $00.00%0 -5,731-100.0% -$26.06万 清仓
IWN ISHARES TR $00.00%0 -1,430-100.0% -$25.92万 清仓
— HONEYWELL INTL INC $00.00%0 -1,263-100.0% -$24.64万 清仓
AVDS AMERICAN CENTY ETF TR $00.00%0 -3,477-100.0% -$24.27万 清仓
RSG REPUBLIC SVCS INC $00.00%0 -1,131-100.0% -$23.97万 清仓
MPC MARATHON PETE CORP $00.00%0 -1,460-100.0% -$23.74万 清仓
FE FIRSTENERGY CORP $00.00%0 -5,282-100.0% -$23.65万 清仓
BAB INVESCO EXCH TRADED FD TR II $00.00%0 -8,646-100.0% -$23.52万 清仓
SPGI S&P GLOBAL INC $00.00%0 -438-100.0% -$22.89万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 -2,046-100.0% -$22.88万 清仓
PG PROCTER AND GAMBLE CO $00.00%0 -1,542-100.0% -$22.10万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -586-100.0% -$21.68万 清仓
OWL BLUE OWL CAPITAL INC $00.00%0 -14,427-100.0% -$21.55万 清仓
T AT&T INC $00.00%0 -8,474-100.0% -$21.05万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -423-100.0% -$20.47万 清仓
VO VANGUARD INDEX FDS $00.00%0 -696-100.0% -$20.21万 清仓
CSCO CISCO SYS INC $00.00%0 -2,619-100.0% -$20.18万 清仓
ESOA ENERGY SVCS ACQUISITION CORP $00.00%0 -17,382-100.0% -$14.20万 清仓
WMT WALMART INC $21.48万0.08%1,728 1,728— $21.48万 新建仓
COST COSTCO WHOLESALE CORPORATION $21.92万0.09%220 00.0% — 重新持有
LLY ELI LILLY & CO $23.91万0.09%260 -694-72.7% -$63.83万 减仓
JOBY JOBY AVIATION INC $24.08万0.09%29,150 29,150— $24.08万 新建仓
FDX FEDEX CORP $27.60万0.11%775 -375-32.6% -$13.36万 重新持有
ET ENERGY TRANSFER L P $29.91万0.12%15,500 00.0% — 重新持有
VOO VANGUARD INDEX FDS $30.24万0.12%506 00.0% — 重新持有
DAL DELTA AIR LINES INC $31.58万0.12%4,750 00.0% — 重新持有
JNJ JOHNSON & JOHNSON $33.10万0.13%1,354 -50-3.6% -$1.22万 重新持有
NOW SERVICENOW INC $35.81万0.14%3,425 2,720385.8% $28.44万 重新持有
DIS DISNEY WALT CO $37.64万0.15%3,905 -181-4.4% -$1.74万 减仓
BX BLACKSTONE INC $41.11万0.16%3,575 1,15247.5% $13.25万 加仓