West Wealth Group, LLC
Irvine CA · SEC CIK 0001923591
$5.06亿2026Q1 申报市值
130持仓数
63.9%前十大占比 · 第一大 10.5%
15 / 10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
CORO 新建仓+$4,316.08万
SPYM 加仓+$1,822.78万
PZA 加仓+$823.48万
IVE 加仓+$651.53万
JMOM 加仓+$504.25万
2026Q1 卖出最多 按季末市值估算
MGC 减仓-$2,386.29万
EFV 减仓-$1,447.15万
JQUA 减仓-$1,276.88万
SPEM 减仓-$556.72万
IAU 减仓-$413.16万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $87.59万 | 0.17% | 3,045 | 110 | 3.7% | $3.16万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $89.14万 | 0.18% | 2,778 | 1,783 | 179.2% | $57.21万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $94.15万 | 0.19% | 4,406 | 5 | 0.1% | $1,068 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $99.21万 | 0.20% | 4,877 | -11 | -0.2% | -$2,238 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $104.17万 | 0.21% | 9,429 | 9,429 | — | $104.17万 | 新建仓 |
| SRE | SEMPRA | $105.55万 | 0.21% | 10,862 | 947 | 9.6% | $9.20万 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $110.94万 | 0.22% | 30,640 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $133.91万 | 0.26% | 9,468 | -654 | -6.5% | -$9.25万 | 减仓 |
| IVV | ISHARES TR | $139.52万 | 0.28% | 2,135 | 695 | 48.3% | $45.42万 | 加仓 |
| BA | BOEING CO | $147.17万 | 0.29% | 7,394 | 115 | 1.6% | $2.29万 | 加仓 |
| USMV | ISHARES TR | $153.88万 | 0.30% | 16,592 | 1,066 | 6.9% | $9.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $169.09万 | 0.33% | 43,511 | 43,511 | — | $169.09万 | 新建仓 |
| IYW | ISHARES TR | $180.73万 | 0.36% | 9,962 | -924 | -8.5% | -$16.76万 | 减仓 |
| TSLA | TESLA INC | $214.28万 | 0.42% | 5,764 | 1,262 | 28.0% | $46.91万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $251.09万 | 0.50% | 48,351 | -2,627 | -5.2% | -$13.64万 | 减仓 |
| IAU | ISHARES GOLD TR | $253.45万 | 0.50% | 28,749 | -46,865 | -62.0% | -$413.16万 | 减仓 |
| EFG | ISHARES TR | $290.65万 | 0.57% | 26,097 | -25,612 | -49.5% | -$285.25万 | 减仓 |
| AMZN | AMAZON COM INC | $295.06万 | 0.58% | 14,167 | 1,335 | 10.4% | $27.80万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $339.97万 | 0.67% | 70,754 | 5,346 | 8.2% | $25.69万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $355.38万 | 0.70% | 158,721 | 10,340 | 7.0% | $23.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $368.39万 | 0.73% | 9,951 | 229 | 2.4% | $8.48万 | 加仓 |
| AVGO | BROADCOM INC | $386.64万 | 0.76% | 12,491 | 193 | 1.6% | $5.97万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $395.97万 | 0.78% | 86,342 | -15,200 | -15.0% | -$69.71万 | 减仓 |
| GOVT | ISHARES TR | $483.09万 | 0.95% | 210,862 | 188,574 | 846.1% | $432.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $655.65万 | 1.30% | 37,594 | 3,475 | 10.2% | $60.61万 | 加仓 |
| QUAL | ISHARES TR | $760.43万 | 1.50% | 39,644 | 7,579 | 23.6% | $145.38万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $1,017.56万 | 2.01% | 442,800 | 358,348 | 424.3% | $823.48万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,134.54万 | 2.24% | 160,155 | 26,551 | 19.9% | $188.09万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,166.30万 | 2.30% | 190,199 | -208,231 | -52.3% | -$1,276.88万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $1,225.09万 | 2.42% | 180,372 | 74,242 | 70.0% | $504.25万 | 加仓 |
| AAPL | APPLE INC | $1,415.49万 | 2.80% | 55,774 | 1,492 | 2.7% | $37.87万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,684.37万 | 3.33% | 511,188 | 42,781 | 9.1% | $140.96万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,704.98万 | 3.37% | 470,728 | 34,413 | 7.9% | $124.64万 | 加仓 |
| CMF | ISHARES TR | $1,886.65万 | 3.73% | 331,806 | 58,007 | 21.2% | $329.83万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,917.02万 | 3.79% | 408,658 | -118,679 | -22.5% | -$556.72万 | 减仓 |
| EFV | ISHARES TR | $1,956.01万 | 3.87% | 263,080 | -194,639 | -42.5% | -$1,447.15万 | 减仓 |
| IUSB | ISHARES TR | $1,977.23万 | 3.91% | 428,064 | 24,648 | 6.1% | $113.85万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,777.08万 | 7.46% | 649,206 | -27,966 | -4.1% | -$162.71万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,301.79万 | 8.50% | 562,031 | 238,147 | 73.5% | $1,822.78万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $4,316.08万 | 8.53% | 1,342,357 | 1,342,357 | — | $4,316.08万 | 新建仓 |
| IVE | ISHARES TR | $5,179.25万 | 10.24% | 245,287 | 30,856 | 14.4% | $651.53万 | 加仓 |
| IVW | ISHARES TR | $5,306.21万 | 10.49% | 469,119 | 29,551 | 6.7% | $334.25万 | 加仓 |