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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $9,831.75万 | 38.58% | 563,747 | 553,536 | 5,421.0% | $9,653.67万 | 加仓 |
| GOOGL | ALPHABET INC | $2,138.53万 | 8.39% | 74,368 | 73,022 | 5,425.1% | $2,099.82万 | 加仓 |
| META | META PLATFORMS INC | $1,531.19万 | 6.01% | 26,763 | 23,542 | 730.9% | $1,346.91万 | 加仓 |
| AVGO | BROADCOM INC | $1,383.97万 | 5.43% | 44,715 | 44,129 | 7,530.5% | $1,365.84万 | 加仓 |
| QLD | PROSHARES TR | $1,322.05万 | 5.19% | 216,730 | 107,675 | 98.7% | $656.82万 | 重新持有 |
| AAPL | APPLE INC | $1,084.98万 | 4.26% | 42,751 | 18,282 | 74.7% | $463.98万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $1,080.59万 | 4.24% | 225,545 | 680 | 0.3% | $3.26万 | 重新持有 |
| MSFT | MICROSOFT CORP | $890.67万 | 3.50% | 24,061 | 21,004 | 687.1% | $777.51万 | 加仓 |
| TSLA | TESLA INC | $792.20万 | 3.11% | 21,310 | 17,335 | 436.1% | $644.43万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $630.16万 | 2.47% | 43,079 | 29,804 | 224.5% | $435.97万 | 加仓 |
| AMZN | AMAZON COM INC | $594.32万 | 2.33% | 28,536 | 22,299 | 357.5% | $464.42万 | 加仓 |
| SMH | VANECK ETF TRUST | $537.72万 | 2.11% | 14,025 | 0 | 0.0% | — | 重新持有 |
| OKLO | OKLO INC | $462.13万 | 1.81% | 93,190 | 17,935 | 23.8% | $88.94万 | 重新持有 |
| ARM | ARM HOLDINGS PLC | $380.24万 | 1.49% | 25,135 | 16,960 | 207.5% | $256.57万 | 重新持有 |
| SPXL | DIREXION SHARES ETF TRUST | $355.17万 | 1.39% | 19,210 | -8,415 | -30.5% | -$155.58万 | 重新持有 |
| SHY | ISHARES TR | $322.44万 | 1.27% | 39,050 | 13,300 | 51.7% | $109.82万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $287.72万 | 1.13% | 4,985 | 1,050 | 26.7% | $60.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $258.82万 | 1.02% | 12,723 | 7,614 | 149.0% | $154.89万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $229.26万 | 0.90% | 14,300 | -756 | -5.0% | -$12.12万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $175.15万 | 0.69% | 24,350 | -2,950 | -10.8% | -$21.22万 | 重新持有 |
| GOOG | ALPHABET INC | $168.59万 | 0.66% | 5,877 | 3,198 | 119.4% | $91.74万 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $108.85万 | 0.43% | 24,665 | -4,140 | -14.4% | -$18.27万 | 重新持有 |
| IYW | ISHARES TR | $105.41万 | 0.41% | 5,810 | -4,185 | -41.9% | -$75.92万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.56万 | 0.34% | 1,331 | -2,286 | -63.2% | -$148.67万 | 减仓 |
| IBB | ISHARES TR | $86.11万 | 0.34% | 5,100 | -1,295 | -20.3% | -$21.87万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $78.31万 | 0.31% | 2,662 | -568 | -17.6% | -$16.71万 | 减仓 |
| UNP | UNION PAC CORP | $57.62万 | 0.23% | 2,375 | -900 | -27.5% | -$21.84万 | 重新持有 |
| DFUS | DIMENSIONAL ETF TRUST | $52.62万 | 0.21% | 7,420 | 169 | 2.3% | $1.20万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.11万 | 0.18% | 545 | 100 | 22.5% | $8.46万 | 重新持有 |
| ORCL | ORACLE CORP | $44.50万 | 0.17% | 3,025 | -2,800 | -48.1% | -$41.19万 | 重新持有 |
| BX | BLACKSTONE INC | $41.11万 | 0.16% | 3,575 | 1,152 | 47.5% | $13.25万 | 加仓 |
| DIS | DISNEY WALT CO | $37.64万 | 0.15% | 3,905 | -181 | -4.4% | -$1.74万 | 减仓 |
| NOW | SERVICENOW INC | $35.81万 | 0.14% | 3,425 | 2,720 | 385.8% | $28.44万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $33.10万 | 0.13% | 1,354 | -50 | -3.6% | -$1.22万 | 重新持有 |
| DAL | DELTA AIR LINES INC | $31.58万 | 0.12% | 4,750 | 0 | 0.0% | — | 重新持有 |
| VOO | VANGUARD INDEX FDS | $30.24万 | 0.12% | 506 | 0 | 0.0% | — | 重新持有 |
| ET | ENERGY TRANSFER L P | $29.91万 | 0.12% | 15,500 | 0 | 0.0% | — | 重新持有 |
| FDX | FEDEX CORP | $27.60万 | 0.11% | 775 | -375 | -32.6% | -$13.36万 | 重新持有 |
| JOBY | JOBY AVIATION INC | $24.08万 | 0.09% | 29,150 | 29,150 | — | $24.08万 | 新建仓 |
| LLY | ELI LILLY & CO | $23.91万 | 0.09% | 260 | -694 | -72.7% | -$63.83万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.92万 | 0.09% | 220 | 0 | 0.0% | — | 重新持有 |
| WMT | WALMART INC | $21.48万 | 0.08% | 1,728 | 1,728 | — | $21.48万 | 新建仓 |
| 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 |