Westwood Wealth Management
Los Angeles CA · SEC CIK 0001861125
$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
26Q126Q2
前十大持仓 占组合比例
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 | $0 | 0.00% | 0 | -233,188 | -100.0% | -$888.68万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -72,757 | -100.0% | -$566.63万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -108,762 | -100.0% | -$550.12万 | 清仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -69,732 | -100.0% | -$523.34万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -84,545 | -100.0% | -$503.38万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -43,544 | -100.0% | -$464.62万 | 清仓 |
| TGRW | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -76,980 | -100.0% | -$354.20万 | 清仓 |
| JMBS | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -70,435 | -100.0% | -$321.82万 | 清仓 |
| EZM | WISDOMTREE TR | $0 | 0.00% | 0 | -43,341 | -100.0% | -$289.52万 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -110,861 | -100.0% | -$280.70万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -15,525 | -100.0% | -$275.37万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -6,169 | -100.0% | -$260.37万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -8,828 | -100.0% | -$246.42万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -41,925 | -100.0% | -$246.23万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -28,562 | -100.0% | -$229.35万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -83,294 | -100.0% | -$216.29万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -41,616 | -100.0% | -$209.99万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -78,626 | -100.0% | -$186.57万 | 清仓 |
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -37,070 | -100.0% | -$173.49万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -11,943 | -100.0% | -$171.94万 | 清仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -39,315 | -100.0% | -$170.69万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,180 | -100.0% | -$133.61万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -4,413 | -100.0% | -$132.90万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -12,313 | -100.0% | -$123.60万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -46,656 | -100.0% | -$122.38万 | 清仓 |
| — | VIRTUS ETF TR II | $0 | 0.00% | 0 | -47,885 | -100.0% | -$111.79万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -1,825 | -100.0% | -$105.75万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -1,867 | -100.0% | -$88.38万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -2,555 | -100.0% | -$87.92万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -7,311 | -100.0% | -$84.87万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1,687 | -100.0% | -$84.80万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -4,910 | -100.0% | -$83.99万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -3,330 | -100.0% | -$81.97万 | 清仓 |
| AZZ | AZZ INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$75.03万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -29,234 | -100.0% | -$72.79万 | 清仓 |
| — | NUVEEN NEW YORK QLT MUN INC | $0 | 0.00% | 0 | -63,700 | -100.0% | -$71.73万 | 清仓 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | -7,498 | -100.0% | -$70.09万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -18,141 | -100.0% | -$68.99万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -26,742 | -100.0% | -$64.29万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -9,488 | -100.0% | -$63.46万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -7,845 | -100.0% | -$63.25万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,178 | -100.0% | -$60.88万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -5,704 | -100.0% | -$60.04万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -2,421 | -100.0% | -$55.32万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,095 | -100.0% | -$48.01万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -13,802 | -100.0% | -$47.56万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -2,429 | -100.0% | -$44.55万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -926 | -100.0% | -$43.50万 | 清仓 |
| AGGY | WISDOMTREE TR | $0 | 0.00% | 0 | -9,749 | -100.0% | -$42.94万 | 清仓 |
| MEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -8,460 | -100.0% | -$42.57万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -2,043 | -100.0% | -$41.48万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,156 | -100.0% | -$41.18万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -15,055 | -100.0% | -$40.68万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,511 | -100.0% | -$40.03万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -11,167 | -100.0% | -$37.89万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -802 | -100.0% | -$37.59万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$36.31万 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,910 | -100.0% | -$35.01万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -518 | -100.0% | -$34.31万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -577 | -100.0% | -$32.90万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -3,473 | -100.0% | -$32.37万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -1,285 | -100.0% | -$31.65万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,724 | -100.0% | -$31.35万 | 清仓 |
| — | TIDAL TRUST III | $0 | 0.00% | 0 | -16,292 | -100.0% | -$30.53万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,240 | -100.0% | -$30.05万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -6,388 | -100.0% | -$27.82万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,220 | -100.0% | -$27.81万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,054 | -100.0% | -$27.80万 | 清仓 |
| DFAE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -8,407 | -100.0% | -$27.38万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -2,662 | -100.0% | -$26.44万 | 清仓 |
| MINO | PIMCO ETF TR | $0 | 0.00% | 0 | -5,731 | -100.0% | -$26.06万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -1,430 | -100.0% | -$25.92万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,263 | -100.0% | -$24.64万 | 清仓 |
| AVDS | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -3,477 | -100.0% | -$24.27万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,131 | -100.0% | -$23.97万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -1,460 | -100.0% | -$23.74万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -5,282 | -100.0% | -$23.65万 | 清仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -8,646 | -100.0% | -$23.52万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -438 | -100.0% | -$22.89万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -2,046 | -100.0% | -$22.88万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,542 | -100.0% | -$22.10万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -586 | -100.0% | -$21.68万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -14,427 | -100.0% | -$21.55万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,474 | -100.0% | -$21.05万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -423 | -100.0% | -$20.47万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -696 | -100.0% | -$20.21万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -2,619 | -100.0% | -$20.18万 | 清仓 |
| ESOA | ENERGY SVCS ACQUISITION CORP | $0 | 0.00% | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 重新持有 |
| VOO | VANGUARD INDEX FDS | $30.24万 | 0.12% | 506 | 0 | 0.0% | — | 重新持有 |
| DAL | DELTA AIR LINES INC | $31.58万 | 0.12% | 4,750 | 0 | 0.0% | — | 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 | 2,720 | 385.8% | $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 | 1,152 | 47.5% | $13.25万 | 加仓 |