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 |
|---|---|---|---|---|---|---|---|---|
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -57,191 | -100.0% | -$278.41万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -25,837 | -100.0% | -$262.69万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -10,119 | -100.0% | -$97.43万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -6,407 | -100.0% | -$33.88万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -3,604 | -100.0% | -$29.86万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,072 | -100.0% | -$26.42万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QLTA | ISHARES TR | $0 | 0.00% | 0 | -5,122 | -100.0% | -$24.63万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,165 | -100.0% | -$22.73万 | 清仓 |
| LQDH | ISHARES U S ETF TR | $0 | 0.00% | 0 | -2,287 | -100.0% | -$21.35万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -10,368 | -100.0% | -$13.77万 | 清仓 |
| — | NEUBERGER R/EST SECS INC FD | $5.93万 | 0.01% | 20,897 | 20,897 | — | $5.93万 | 新建仓 |
| BALI | BLACKROCK ETF TRUST | $20.40万 | 0.04% | 6,620 | -134 | -2.0% | -$4,129 | 减仓 |
| EFA | ISHARES TR | $20.51万 | 0.04% | 2,111 | -561 | -21.0% | -$5.45万 | 减仓 |
| IDEV | ISHARES TR | $20.70万 | 0.04% | 2,477 | -66 | -2.6% | -$5,516 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.83万 | 0.04% | 806 | 100 | 14.2% | $2.71万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.08万 | 0.04% | 4,397 | 4,397 | — | $22.08万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $22.26万 | 0.04% | 3,926 | -211 | -5.1% | -$1.20万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $22.39万 | 0.04% | 942 | 942 | — | $22.39万 | 新建仓 |
| DMXF | ISHARES TR | $22.69万 | 0.04% | 3,007 | -78 | -2.5% | -$5,886 | 减仓 |
| AMGN | AMGEN INC | $22.73万 | 0.04% | 645 | 15 | 2.4% | $5,285 | 加仓 |
| PFE | PFIZER INC | $23.56万 | 0.05% | 8,389 | 152 | 1.8% | $4,268 | 加仓 |
| V | VISA INC | $23.72万 | 0.05% | 784 | 46 | 6.2% | $1.39万 | 加仓 |
| ESGE | ISHARES INC | $23.80万 | 0.05% | 5,234 | 27 | 0.5% | $1,228 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $23.85万 | 0.05% | 3,400 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.13万 | 0.05% | 3,110 | -272 | -8.0% | -$2.11万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $24.53万 | 0.05% | 6,527 | 14 | 0.2% | $526 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $25.01万 | 0.05% | 3,516 | 545 | 18.3% | $3.88万 | 加仓 |
| AFL | AFLAC INC | $25.14万 | 0.05% | 2,291 | 5 | 0.2% | $549 | 加仓 |
| TJX | TJX COS INC NEW | $25.35万 | 0.05% | 1,587 | 7 | 0.4% | $1,118 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $25.44万 | 0.05% | 5,050 | 352 | 7.5% | $1.77万 | 加仓 |
| LLY | ELI LILLY & CO | $25.56万 | 0.05% | 277 | 17 | 6.5% | $1.57万 | 加仓 |
| IEFA | ISHARES TR | $25.89万 | 0.05% | 2,859 | -275 | -8.8% | -$2.49万 | 减仓 |
| IFRA | ISHARES TR | $26.83万 | 0.05% | 4,689 | -200 | -4.1% | -$1.14万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $27.04万 | 0.05% | 5,184 | 46 | 0.9% | $2,399 | 加仓 |
| HYG | ISHARES TR | $27.20万 | 0.05% | 3,418 | -195 | -5.4% | -$1.55万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.56万 | 0.05% | 404 | 5 | 1.3% | $3,411 | 加仓 |
| RTX | RTX CORPORATION | $29.18万 | 0.06% | 1,512 | -39 | -2.5% | -$7,527 | 减仓 |
| IJH | ISHARES TR | $29.63万 | 0.06% | 4,387 | -13 | -0.3% | -$878 | 减仓 |
| GE | GE AEROSPACE | $30.21万 | 0.06% | 1,064 | 3 | 0.3% | $852 | 加仓 |
| QCOM | QUALCOMM INC | $30.47万 | 0.06% | 2,366 | 2,366 | — | $30.47万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.68万 | 0.06% | 661 | -276 | -29.5% | -$13.23万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $34.07万 | 0.07% | 1,393 | 19 | 1.4% | $4,647 | 加仓 |
| IGEB | ISHARES TR | $34.09万 | 0.07% | 7,564 | -71 | -0.9% | -$3,200 | 减仓 |
| T | AT&T INC | $34.20万 | 0.07% | 11,795 | 259 | 2.2% | $7,509 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $35.17万 | 0.07% | 2,142 | -245 | -10.3% | -$4.02万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $35.30万 | 0.07% | 7,213 | 537 | 8.0% | $2.63万 | 加仓 |
| RKLB | ROCKET LAB CORP | $37.33万 | 0.07% | 5,813 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $39.26万 | 0.08% | 5,220 | 5,220 | — | $39.26万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $39.49万 | 0.08% | 8,374 | 42 | 0.5% | $1,981 | 加仓 |
| CSX | CSX CORP | $39.50万 | 0.08% | 9,622 | 34 | 0.4% | $1,396 | 加仓 |
| CVX | CHEVRON CORPORATION | $39.55万 | 0.08% | 1,911 | 110 | 6.1% | $2.28万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $40.19万 | 0.08% | 8,669 | 8,669 | — | $40.19万 | 新建仓 |
| GEV | GE VERNOVA INC | $42.15万 | 0.08% | 482 | 7 | 1.5% | $6,121 | 加仓 |
| VGT | VANGUARD WORLD FD | $42.27万 | 0.08% | 605 | 50 | 9.0% | $3.49万 | 加仓 |
| ABBV | ABBVIE INC | $43.49万 | 0.09% | 1,999 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.55万 | 0.09% | 1,837 | 96 | 5.5% | $2.33万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $45.26万 | 0.09% | 1,261 | 21 | 1.7% | $7,537 | 加仓 |
| BAC | BANK AMERICA CORP | $45.38万 | 0.09% | 9,308 | 2,223 | 31.4% | $10.84万 | 加仓 |
| DSI | ISHARES TR | $45.69万 | 0.09% | 3,769 | 19 | 0.5% | $2,303 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $46.19万 | 0.09% | 5,732 | 5,732 | — | $46.19万 | 新建仓 |
| USXF | ISHARES TR | $47.32万 | 0.09% | 8,572 | -1,621 | -15.9% | -$8.95万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $48.12万 | 0.10% | 7,854 | 298 | 3.9% | $1.83万 | 加仓 |
| NFLX | NETFLIX INC. | $50.07万 | 0.10% | 5,207 | 1,181 | 29.3% | $11.36万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $50.74万 | 0.10% | 839 | 9 | 1.1% | $5,443 | 加仓 |
| AMAT | APPLIED MATLS INC | $50.77万 | 0.10% | 1,485 | 8 | 0.5% | $2,735 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $51.02万 | 0.10% | 8,169 | 8,169 | — | $51.02万 | 新建仓 |
| DIS | DISNEY WALT CO | $51.87万 | 0.10% | 5,381 | -2,258 | -29.6% | -$21.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $52.53万 | 0.10% | 879 | 141 | 19.1% | $8.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $52.59万 | 0.10% | 3,640 | -14 | -0.4% | -$2,023 | 减仓 |
| AOA | ISHARES TR | $52.62万 | 0.10% | 5,946 | -41 | -0.7% | -$3,629 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $53.06万 | 0.10% | 1,354 | 3 | 0.2% | $1,176 | 加仓 |
| STIP | ISHARES TR | $55.59万 | 0.11% | 5,374 | -3,210 | -37.4% | -$33.21万 | 减仓 |
| QQQ | INVESCO QQQ TR | $57.52万 | 0.11% | 996 | 219 | 28.2% | $12.65万 | 加仓 |
| SYSB | ISHARES TR | $58.02万 | 0.11% | 6,519 | 6,519 | — | $58.02万 | 新建仓 |
| ROST | ROSS STORES INC | $58.47万 | 0.12% | 2,699 | 6 | 0.2% | $1,300 | 加仓 |
| IRM | IRON MTN INC DEL | $59.91万 | 0.12% | 5,865 | 15 | 0.3% | $1,532 | 加仓 |
| HD | HOME DEPOT INC | $61.90万 | 0.12% | 1,882 | 27 | 1.5% | $8,881 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $63.51万 | 0.13% | 7,879 | 7,879 | — | $63.51万 | 新建仓 |
| MCD | MCDONALDS CORP | $64.25万 | 0.13% | 2,067 | 41 | 2.0% | $1.27万 | 加仓 |
| IEMG | ISHARES INC | $64.28万 | 0.13% | 9,216 | -1,200 | -11.5% | -$8.37万 | 减仓 |
| CAT | CATERPILLAR INC | $65.14万 | 0.13% | 919 | 18 | 2.0% | $1.28万 | 加仓 |
| MGC | VANGUARD WORLD FD | $65.35万 | 0.13% | 2,765 | -100,961 | -97.3% | -$2,386.29万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $66.55万 | 0.13% | 13,732 | 13,732 | — | $66.55万 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $66.59万 | 0.13% | 19,777 | 19,777 | — | $66.59万 | 新建仓 |
| MUB | ISHARES TR | $68.75万 | 0.14% | 6,476 | 1,348 | 26.3% | $14.31万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $70.60万 | 0.14% | 10,066 | 57 | 0.6% | $3,998 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $70.83万 | 0.14% | 710 | 58 | 8.9% | $5.79万 | 加仓 |
| EMXC | ISHARES INC | $74.58万 | 0.15% | 9,481 | -1,945 | -17.0% | -$15.30万 | 减仓 |
| SGOV | ISHARES TR | $75.96万 | 0.15% | 7,546 | 968 | 14.7% | $9.74万 | 加仓 |
| DGRO | ISHARES TR | $76.21万 | 0.15% | 10,859 | -34 | -0.3% | -$2,386 | 减仓 |
| — | EXXON MOBIL CORP | $76.62万 | 0.15% | 4,515 | 54 | 1.2% | $9,164 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $77.80万 | 0.15% | 1,196 | 40 | 3.5% | $2.60万 | 加仓 |
| VLUE | ISHARES TR | $78.09万 | 0.15% | 5,491 | 1,153 | 26.6% | $16.40万 | 加仓 |
| GOOG | ALPHABET INC | $80.21万 | 0.16% | 2,796 | 92 | 3.4% | $2.64万 | 加仓 |
| META | META PLATFORMS INC | $80.58万 | 0.16% | 1,408 | 382 | 37.2% | $21.86万 | 加仓 |
| PLD | PROLOGIS INC. | $81.20万 | 0.16% | 6,143 | 35 | 0.6% | $4,627 | 加仓 |
| WMT | WALMART INC | $83.94万 | 0.17% | 6,753 | 832 | 14.1% | $10.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $86.13万 | 0.17% | 2,928 | 37 | 1.3% | $1.09万 | 加仓 |