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 |
|---|---|---|---|---|---|---|---|---|
| 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 |