Westwood Wealth Management
Los Angeles CA · SEC CIK 0001861125
$3.45亿2026Q2 申报市值
43持仓数
79.2%前十大占比 · 第一大 32.3%
4 / 3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
MRNA 新建仓+$372.14万
SHY 加仓+$358.82万
SPCX 新建仓+$205.72万
ARM 加仓+$132.08万
RVMD 新建仓+$65.83万
2026Q2 卖出最多 按季末市值估算
SOXL 减仓-$1,347.69万
META 减仓-$321.82万
NVDA 减仓-$137.92万
PLTR 减仓-$118.77万
TSLA 减仓-$86.98万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.11亿 | 32.30% | 556,854 | -6,893 | -1.2% | -$137.92万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $4,667.83万 | 13.53% | 175,015 | -50,530 | -22.4% | -$1,347.69万 | 减仓 |
| GOOGL | ALPHABET INC | $2,628.24万 | 7.62% | 73,544 | -824 | -1.1% | -$29.45万 | 减仓 |
| QLD | PROSHARES TR | $2,109.13万 | 6.11% | 217,975 | 1,245 | 0.6% | $12.05万 | 加仓 |
| AVGO | BROADCOM INC | $1,673.06万 | 4.85% | 44,290 | -425 | -1.0% | -$16.05万 | 减仓 |
| META | META PLATFORMS INC | $1,185.76万 | 3.44% | 21,050 | -5,713 | -21.3% | -$321.82万 | 减仓 |
| AAPL | APPLE INC | $1,185.07万 | 3.44% | 40,955 | -1,796 | -4.2% | -$51.97万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1,023.29万 | 2.97% | 28,860 | 3,725 | 14.8% | $132.08万 | 加仓 |
| SMH | VANECK ETF TRUST | $880.53万 | 2.55% | 13,425 | -600 | -4.3% | -$39.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $812.36万 | 2.35% | 21,778 | -2,283 | -9.5% | -$85.16万 | 减仓 |
| TSLA | TESLA INC | $809.32万 | 2.35% | 19,242 | -2,068 | -9.7% | -$86.98万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $735.84万 | 2.13% | 12,667 | -56 | -0.4% | -$3.25万 | 减仓 |
| AMZN | AMAZON COM INC | $687.32万 | 1.99% | 28,837 | 301 | 1.1% | $7.17万 | 加仓 |
| SHY | ISHARES TR | $679.46万 | 1.97% | 82,750 | 43,700 | 111.9% | $358.82万 | 加仓 |
| OKLO | OKLO INC | $508.86万 | 1.48% | 97,240 | 4,050 | 4.3% | $21.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $477.43万 | 1.38% | 14,000 | -300 | -2.1% | -$10.23万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $469.21万 | 1.36% | 17,335 | -1,875 | -9.8% | -$50.75万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $383.83万 | 1.11% | 32,899 | -10,180 | -23.6% | -$118.77万 | 减仓 |
| MRNA | MODERNA INC | $372.14万 | 1.08% | 53,140 | 53,140 | — | $372.14万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $361.42万 | 1.05% | 4,907 | -78 | -1.6% | -$5.75万 | 减仓 |
| GOOG | ALPHABET INC | $208.08万 | 0.60% | 5,889 | 12 | 0.2% | $4,240 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $205.72万 | 0.60% | 12,040 | 12,040 | — | $205.72万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $169.34万 | 0.49% | 23,467 | -883 | -3.6% | -$6.37万 | 减仓 |
| IYW | ISHARES TR | $141.00万 | 0.41% | 5,590 | -220 | -3.8% | -$5.55万 | 减仓 |
| IBB | ISHARES TR | $125.53万 | 0.36% | 6,600 | 1,500 | 29.4% | $28.53万 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $99.45万 | 0.29% | 13,240 | -11,425 | -46.3% | -$85.81万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $88.94万 | 0.26% | 1,191 | -140 | -10.5% | -$10.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $82.75万 | 0.24% | 2,528 | -134 | -5.0% | -$4.39万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $65.83万 | 0.19% | 3,515 | 3,515 | — | $65.83万 | 新建仓 |
| UNP | UNION PAC CORP | $61.20万 | 0.18% | 2,250 | -125 | -5.3% | -$3.40万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $60.80万 | 0.18% | 7,420 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $50.06万 | 0.15% | 495 | -50 | -9.2% | -$5.06万 | 减仓 |
| DAL | DELTA AIR LINES INC | $44.49万 | 0.13% | 4,750 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $42.58万 | 0.12% | 620 | 114 | 22.5% | $7.83万 | 加仓 |
| JOBY | JOBY AVIATION INC | $36.39万 | 0.11% | 40,800 | 11,650 | 40.0% | $10.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $35.48万 | 0.10% | 1,397 | 43 | 3.2% | $1.09万 | 加仓 |
| LLY | ELI LILLY & CO | $31.18万 | 0.09% | 259 | -1 | -0.4% | -$1,204 | 减仓 |
| BX | BLACKSTONE INC | $30.30万 | 0.09% | 2,575 | -1,000 | -28.0% | -$11.77万 | 减仓 |
| ET | ENERGY TRANSFER L P | $29.72万 | 0.09% | 15,546 | 46 | 0.3% | $880 | 加仓 |
| DIS | DISNEY WALT CO | $29.12万 | 0.08% | 3,025 | -880 | -22.5% | -$8.47万 | 减仓 |
| FDX | FEDEX CORP | $24.27万 | 0.07% | 775 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $20.58万 | 0.06% | 220 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $20.47万 | 0.06% | 800 | 800 | — | $20.47万 | 新建仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -3,025 | -100.0% | -$44.50万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,425 | -100.0% | -$35.81万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,728 | -100.0% | -$21.48万 | 清仓 |