West Wealth Group, LLC
Irvine CA · SEC CIK 0001923591
$6.11亿2026Q2 申报市值
143持仓数
67.3%前十大占比 · 第一大 14.5%
15 / 4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
SPYM 加仓+$3,906.77万
EFG 加仓+$746.22万
IALT 新建仓+$430.19万
CMF 加仓+$305.63万
CORO 加仓+$288.21万
2026Q2 卖出最多 按季末市值估算
EFV 减仓-$1,258.06万
JQUA 清仓-$1,166.30万
SPEM 减仓-$425.90万
THRO 减仓-$417.05万
JMOM 减仓-$333.53万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $8,845.90万 | 14.47% | 1,006,588 | 444,557 | 79.1% | $3,906.77万 | 加仓 |
| IVW | ISHARES TR | $6,695.91万 | 10.95% | 486,868 | 17,749 | 3.8% | $244.10万 | 加仓 |
| IVE | ISHARES TR | $5,660.56万 | 9.26% | 249,298 | 4,011 | 1.6% | $91.07万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $5,201.24万 | 8.51% | 1,421,104 | 78,747 | 5.9% | $288.21万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4,601.74万 | 7.53% | 676,626 | 27,420 | 4.2% | $186.48万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2,380.74万 | 3.89% | 451,582 | -59,606 | -11.7% | -$314.24万 | 减仓 |
| CMF | ISHARES TR | $2,218.16万 | 3.63% | 384,830 | 53,024 | 16.0% | $305.63万 | 加仓 |
| IUSB | ISHARES TR | $2,160.54万 | 3.53% | 468,155 | 40,091 | 9.4% | $185.02万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,690.13万 | 2.76% | 326,406 | -82,252 | -20.1% | -$425.90万 | 减仓 |
| AAPL | APPLE INC | $1,654.18万 | 2.71% | 57,166 | 1,392 | 2.5% | $40.28万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,612.27万 | 2.64% | 373,988 | -96,740 | -20.6% | -$417.05万 | 减仓 |
| SHLD | GLOBAL X FDS | $1,223.56万 | 2.00% | 204,917 | 44,762 | 27.9% | $267.27万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $1,209.47万 | 1.98% | 514,231 | 71,431 | 16.1% | $168.01万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $1,207.94万 | 1.98% | 141,345 | -39,027 | -21.6% | -$333.53万 | 减仓 |
| EFG | ISHARES TR | $1,070.92万 | 1.75% | 86,072 | 59,975 | 229.8% | $746.22万 | 加仓 |
| QUAL | ISHARES TR | $943.79万 | 1.54% | 43,011 | 3,367 | 8.5% | $73.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $778.99万 | 1.27% | 38,932 | 1,338 | 3.6% | $26.77万 | 加仓 |
| EFV | ISHARES TR | $755.82万 | 1.24% | 98,735 | -164,345 | -62.5% | -$1,258.06万 | 减仓 |
| GOVT | ISHARES TR | $528.97万 | 0.87% | 232,206 | 21,344 | 10.1% | $48.62万 | 加仓 |
| AVGO | BROADCOM INC | $491.88万 | 0.80% | 13,021 | 530 | 4.2% | $20.02万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $430.19万 | 0.70% | 153,364 | 153,364 | — | $430.19万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $429.08万 | 0.70% | 94,137 | 7,795 | 9.0% | $35.53万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $391.51万 | 0.64% | 175,486 | 16,765 | 10.6% | $37.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $383.16万 | 0.63% | 10,271 | 320 | 3.2% | $11.94万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $375.85万 | 0.61% | 77,607 | 6,853 | 9.7% | $33.19万 | 加仓 |
| AMZN | AMAZON COM INC | $347.00万 | 0.57% | 14,559 | 392 | 2.8% | $9.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $262.98万 | 0.43% | 4,527 | -350 | -7.2% | -$20.33万 | 减仓 |
| IAU | ISHARES GOLD TR | $244.81万 | 0.40% | 32,421 | 3,672 | 12.8% | $27.73万 | 加仓 |
| TSLA | TESLA INC | $241.44万 | 0.39% | 5,740 | -24 | -0.4% | -$1.01万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $206.67万 | 0.34% | 39,486 | -8,865 | -18.3% | -$46.40万 | 减仓 |
| IYW | ISHARES TR | $195.33万 | 0.32% | 7,744 | -2,218 | -22.3% | -$55.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $193.49万 | 0.32% | 43,618 | 107 | 0.2% | $4,747 | 加仓 |
| LRCX | LAM RESEARCH CORP | $190.63万 | 0.31% | 4,399 | -7 | -0.2% | -$3,033 | 减仓 |
| BA | BOEING CO | $170.40万 | 0.28% | 7,871 | 477 | 6.5% | $10.33万 | 加仓 |
| USMV | ISHARES TR | $170.19万 | 0.28% | 17,643 | 1,051 | 6.3% | $10.14万 | 加仓 |
| IVV | ISHARES TR | $165.25万 | 0.27% | 2,206 | 71 | 3.3% | $5.32万 | 加仓 |
| ESGU | ISHARES TR | $152.27万 | 0.25% | 9,303 | -165 | -1.7% | -$2.70万 | 减仓 |
| GTOP | GOLDMAN SACHS ETF TR | $135.20万 | 0.22% | 27,152 | -3,488 | -11.4% | -$17.37万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $131.26万 | 0.21% | 1,360 | 6 | 0.4% | $5,791 | 加仓 |
| GOOGL | ALPHABET INC | $130.25万 | 0.21% | 3,644 | 599 | 19.7% | $21.41万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $115.78万 | 0.19% | 9,280 | -149 | -1.6% | -$1.86万 | 减仓 |
| CAT | CATERPILLAR INC | $113.98万 | 0.19% | 1,070 | 151 | 16.4% | $16.08万 | 加仓 |
| VLUE | ISHARES TR | $110.12万 | 0.18% | 5,511 | 20 | 0.4% | $3,996 | 加仓 |
| AMAT | APPLIED MATLS INC | $107.79万 | 0.18% | 1,490 | 5 | 0.3% | $3,617 | 加仓 |
| VTI | VANGUARD INDEX FDS | $107.07万 | 0.18% | 2,893 | 115 | 4.1% | $4.26万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $104.82万 | 0.17% | 3,202 | 274 | 9.4% | $8.97万 | 加仓 |
| GOOG | ALPHABET INC | $100.52万 | 0.16% | 2,844 | 48 | 1.7% | $1.70万 | 加仓 |
| SRE | SEMPRA | $99.16万 | 0.16% | 10,696 | -166 | -1.5% | -$1.54万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $98.33万 | 0.16% | 2,279 | 137 | 6.4% | $5.91万 | 加仓 |
| EMXC | ISHARES INC | $96.52万 | 0.16% | 9,434 | -47 | -0.5% | -$4,808 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $89.56万 | 0.15% | 1,199 | 3 | 0.3% | $2,241 | 加仓 |
| META | META PLATFORMS INC | $87.73万 | 0.14% | 1,557 | 149 | 10.6% | $8.40万 | 加仓 |
| SGOV | ISHARES TR | $81.48万 | 0.13% | 8,093 | 547 | 7.2% | $5.51万 | 加仓 |
| PLD | PROLOGIS INC. | $80.88万 | 0.13% | 5,970 | -173 | -2.8% | -$2.34万 | 减仓 |
| WMT | WALMART INC | $80.42万 | 0.13% | 7,100 | 347 | 5.1% | $3.93万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $80.12万 | 0.13% | 9,994 | -72 | -0.7% | -$5,772 | 减仓 |
| IEMG | ISHARES INC | $77.80万 | 0.13% | 9,392 | 176 | 1.9% | $1.46万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $75.74万 | 0.12% | 13,767 | 35 | 0.3% | $1,925 | 加仓 |
| VOO | VANGUARD INDEX FDS | $75.56万 | 0.12% | 1,100 | 221 | 25.1% | $15.18万 | 加仓 |
| STIP | ISHARES TR | $74.95万 | 0.12% | 7,336 | 1,962 | 36.5% | $20.05万 | 加仓 |
| DGRO | ISHARES TR | $74.41万 | 0.12% | 9,817 | -1,042 | -9.6% | -$7.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $72.75万 | 0.12% | 777 | 67 | 9.4% | $6.27万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $72.09万 | 0.12% | 7,903 | 24 | 0.3% | $2,189 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $70.11万 | 0.11% | 20,014 | 237 | 1.2% | $8,302 | 加仓 |
| IRM | IRON MTN INC DEL | $69.22万 | 0.11% | 5,479 | -386 | -6.6% | -$4.88万 | 减仓 |
| HD | HOME DEPOT INC | $67.92万 | 0.11% | 1,925 | 43 | 2.3% | $1.52万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $67.55万 | 0.11% | 585 | 585 | — | $67.55万 | 新建仓 |
| — | EXXON MOBIL CORP | $67.54万 | 0.11% | 4,940 | 425 | 9.4% | $5.81万 | 加仓 |
| MGC | VANGUARD WORLD FD | $64.29万 | 0.11% | 2,349 | -416 | -15.0% | -$11.39万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $62.72万 | 0.10% | 1,266 | 5 | 0.4% | $2,477 | 加仓 |
| SYSB | ISHARES TR | $59.98万 | 0.10% | 6,761 | 242 | 3.7% | $2.15万 | 加仓 |
| VGT | VANGUARD WORLD FD | $59.86万 | 0.10% | 5,008 | 168 | 3.5% | $2.01万 | 加仓 |
| USXF | ISHARES TR | $59.77万 | 0.10% | 8,606 | 34 | 0.4% | $2,361 | 加仓 |
| RKLB | ROCKET LAB CORP | $59.25万 | 0.10% | 5,829 | 16 | 0.3% | $1,626 | 加仓 |
| AOA | ISHARES TR | $58.20万 | 0.10% | 5,963 | 17 | 0.3% | $1,659 | 加仓 |
| ROST | ROSS STORES INC | $57.59万 | 0.09% | 2,705 | 6 | 0.2% | $1,277 | 加仓 |
| GEV | GE VERNOVA INC | $57.57万 | 0.09% | 490 | 8 | 1.7% | $9,400 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $57.04万 | 0.09% | 8,160 | -9 | -0.1% | -$629 | 减仓 |
| BAC | BANK OF AMER CORP | $56.47万 | 0.09% | 9,910 | 602 | 6.5% | $3.43万 | 加仓 |
| MCD | MCDONALDS CORP | $55.68万 | 0.09% | 2,059 | -8 | -0.4% | -$2,163 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $55.62万 | 0.09% | 5,764 | 32 | 0.6% | $3,088 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.82万 | 0.09% | 1,949 | 112 | 6.1% | $3.15万 | 加仓 |
| ABBV | ABBVIE INC | $53.37万 | 0.09% | 2,120 | 121 | 6.1% | $3.05万 | 加仓 |
| DIS | DISNEY WALT CO | $53.13万 | 0.09% | 5,519 | 138 | 2.6% | $1.33万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $52.60万 | 0.09% | 3,587 | -53 | -1.5% | -$7,773 | 减仓 |
| DSI | ISHARES TR | $50.62万 | 0.08% | 3,554 | -215 | -5.7% | -$3.06万 | 减仓 |
| CSX | CSX CORP | $47.59万 | 0.08% | 10,013 | 391 | 4.1% | $1.86万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $47.15万 | 0.08% | 5,233 | 13 | 0.2% | $1,171 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $46.54万 | 0.08% | 2,724 | 2,724 | — | $46.54万 | 新建仓 |
| QCOM | QUALCOMM INC | $44.23万 | 0.07% | 2,393 | 27 | 1.1% | $4,990 | 加仓 |
| QQQ | INVESCO QQQ TR | $44.11万 | 0.07% | 598 | -398 | -40.0% | -$29.36万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $43.88万 | 0.07% | 8,414 | 40 | 0.5% | $2,086 | 加仓 |
| LLY | ELI LILLY & CO | $43.34万 | 0.07% | 361 | 84 | 30.3% | $10.08万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $43.29万 | 0.07% | 849 | 10 | 1.2% | $5,099 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $42.90万 | 0.07% | 8,077 | 223 | 2.8% | $1.18万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $42.27万 | 0.07% | 8,705 | 36 | 0.4% | $1,748 | 加仓 |
| IEFA | ISHARES TR | $42.01万 | 0.07% | 4,349 | 1,490 | 52.1% | $14.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $41.61万 | 0.07% | 1,638 | 245 | 17.6% | $6.22万 | 加仓 |
| CVX | CHEVRON CORPORATION | $40.27万 | 0.07% | 2,429 | 518 | 27.1% | $8.59万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $39.96万 | 0.07% | 1,833 | 1,833 | — | $39.96万 | 新建仓 |