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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $100.52万 | 0.16% | 2,844 | 48 | 1.7% | $1.70万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $104.82万 | 0.17% | 3,202 | 274 | 9.4% | $8.97万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $107.07万 | 0.18% | 2,893 | 115 | 4.1% | $4.26万 | 加仓 |
| AMAT | APPLIED MATLS INC | $107.79万 | 0.18% | 1,490 | 5 | 0.3% | $3,617 | 加仓 |
| VLUE | ISHARES TR | $110.12万 | 0.18% | 5,511 | 20 | 0.4% | $3,996 | 加仓 |
| CAT | CATERPILLAR INC | $113.98万 | 0.19% | 1,070 | 151 | 16.4% | $16.08万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $115.78万 | 0.19% | 9,280 | -149 | -1.6% | -$1.86万 | 减仓 |
| GOOGL | ALPHABET INC | $130.25万 | 0.21% | 3,644 | 599 | 19.7% | $21.41万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $131.26万 | 0.21% | 1,360 | 6 | 0.4% | $5,791 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $135.20万 | 0.22% | 27,152 | -3,488 | -11.4% | -$17.37万 | 减仓 |
| ESGU | ISHARES TR | $152.27万 | 0.25% | 9,303 | -165 | -1.7% | -$2.70万 | 减仓 |
| IVV | ISHARES TR | $165.25万 | 0.27% | 2,206 | 71 | 3.3% | $5.32万 | 加仓 |
| USMV | ISHARES TR | $170.19万 | 0.28% | 17,643 | 1,051 | 6.3% | $10.14万 | 加仓 |
| BA | BOEING CO | $170.40万 | 0.28% | 7,871 | 477 | 6.5% | $10.33万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $190.63万 | 0.31% | 4,399 | -7 | -0.2% | -$3,033 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $193.49万 | 0.32% | 43,618 | 107 | 0.2% | $4,747 | 加仓 |
| IYW | ISHARES TR | $195.33万 | 0.32% | 7,744 | -2,218 | -22.3% | -$55.95万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $206.67万 | 0.34% | 39,486 | -8,865 | -18.3% | -$46.40万 | 减仓 |
| TSLA | TESLA INC | $241.44万 | 0.39% | 5,740 | -24 | -0.4% | -$1.01万 | 减仓 |
| IAU | ISHARES GOLD TR | $244.81万 | 0.40% | 32,421 | 3,672 | 12.8% | $27.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $262.98万 | 0.43% | 4,527 | -350 | -7.2% | -$20.33万 | 减仓 |
| AMZN | AMAZON COM INC | $347.00万 | 0.57% | 14,559 | 392 | 2.8% | $9.34万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $375.85万 | 0.61% | 77,607 | 6,853 | 9.7% | $33.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $383.16万 | 0.63% | 10,271 | 320 | 3.2% | $11.94万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $391.51万 | 0.64% | 175,486 | 16,765 | 10.6% | $37.40万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $429.08万 | 0.70% | 94,137 | 7,795 | 9.0% | $35.53万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $430.19万 | 0.70% | 153,364 | 153,364 | — | $430.19万 | 新建仓 |
| AVGO | BROADCOM INC | $491.88万 | 0.80% | 13,021 | 530 | 4.2% | $20.02万 | 加仓 |
| GOVT | ISHARES TR | $528.97万 | 0.87% | 232,206 | 21,344 | 10.1% | $48.62万 | 加仓 |
| EFV | ISHARES TR | $755.82万 | 1.24% | 98,735 | -164,345 | -62.5% | -$1,258.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $778.99万 | 1.27% | 38,932 | 1,338 | 3.6% | $26.77万 | 加仓 |
| QUAL | ISHARES TR | $943.79万 | 1.54% | 43,011 | 3,367 | 8.5% | $73.88万 | 加仓 |
| EFG | ISHARES TR | $1,070.92万 | 1.75% | 86,072 | 59,975 | 229.8% | $746.22万 | 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 |
| PZA | INVESCO EXCH TRADED FD TR II | $1,209.47万 | 1.98% | 514,231 | 71,431 | 16.1% | $168.01万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,223.56万 | 2.00% | 204,917 | 44,762 | 27.9% | $267.27万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,612.27万 | 2.64% | 373,988 | -96,740 | -20.6% | -$417.05万 | 减仓 |
| AAPL | APPLE INC | $1,654.18万 | 2.71% | 57,166 | 1,392 | 2.5% | $40.28万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,690.13万 | 2.76% | 326,406 | -82,252 | -20.1% | -$425.90万 | 减仓 |
| IUSB | ISHARES TR | $2,160.54万 | 3.53% | 468,155 | 40,091 | 9.4% | $185.02万 | 加仓 |
| CMF | ISHARES TR | $2,218.16万 | 3.63% | 384,830 | 53,024 | 16.0% | $305.63万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $2,380.74万 | 3.89% | 451,582 | -59,606 | -11.7% | -$314.24万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $4,601.74万 | 7.53% | 676,626 | 27,420 | 4.2% | $186.48万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $5,201.24万 | 8.51% | 1,421,104 | 78,747 | 5.9% | $288.21万 | 加仓 |
| IVE | ISHARES TR | $5,660.56万 | 9.26% | 249,298 | 4,011 | 1.6% | $91.07万 | 加仓 |
| IVW | ISHARES TR | $6,695.91万 | 10.95% | 486,868 | 17,749 | 3.8% | $244.10万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,845.90万 | 14.47% | 1,006,588 | 444,557 | 79.1% | $3,906.77万 | 加仓 |