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 |
|---|---|---|---|---|---|---|---|---|
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -190,199 | -100.0% | -$1,166.30万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -5,050 | -100.0% | -$25.44万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,926 | -100.0% | -$22.26万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -2,477 | -100.0% | -$20.70万 | 清仓 |
| — | NEUBERGER R/EST SECS INC FD | $6.37万 | 0.01% | 21,019 | 122 | 0.6% | $370 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $20.45万 | 0.03% | 2,261 | -99 | -4.2% | -$8,956 | 重新持有 |
| DFUS | DIMENSIONAL ETF TRUST | $20.54万 | 0.03% | 2,506 | 2,506 | — | $20.54万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $20.59万 | 0.03% | 394 | 394 | — | $20.59万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.61万 | 0.03% | 4,867 | 470 | 10.7% | $1.99万 | 加仓 |
| KLAC | KLA CORP | $20.62万 | 0.03% | 683 | 683 | — | $20.62万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.77万 | 0.03% | 407 | 3 | 0.7% | $1,531 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $20.88万 | 0.03% | 1,095 | 1,095 | — | $20.88万 | 新建仓 |
| MRK | MERCK & CO INC | $20.98万 | 0.03% | 1,633 | 1,633 | — | $20.98万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $21.40万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $21.47万 | 0.04% | 4,576 | -1,557 | -25.4% | -$7.31万 | 重新持有 |
| EFA | ISHARES TR | $22.27万 | 0.04% | 2,144 | 33 | 1.6% | $3,428 | 加仓 |
| PFE | PFIZER INC | $22.88万 | 0.04% | 9,499 | 1,110 | 13.2% | $2.67万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $23.13万 | 0.04% | 2,684 | 2,684 | — | $23.13万 | 新建仓 |
| T | AT&T INC | $23.69万 | 0.04% | 11,444 | -351 | -3.0% | -$7,266 | 减仓 |
| TJX | TJX COS INC NEW | $24.08万 | 0.04% | 1,589 | 2 | 0.1% | $303 | 加仓 |
| AMGN | AMGEN INC | $25.33万 | 0.04% | 699 | 54 | 8.4% | $1.96万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $26.42万 | 0.04% | 5,007 | -2,206 | -30.6% | -$11.64万 | 减仓 |
| AFL | AFLAC INC | $27.19万 | 0.04% | 2,319 | 28 | 1.2% | $3,283 | 加仓 |
| DMXF | ISHARES TR | $27.27万 | 0.04% | 3,223 | 216 | 7.2% | $1.83万 | 加仓 |
| GLW | CORNING INC | $27.31万 | 0.04% | 1,069 | 1,069 | — | $27.31万 | 新建仓 |
| LOW | LOWES COS INC | $27.53万 | 0.05% | 1,248 | 1,248 | — | $27.53万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $27.69万 | 0.05% | 3,362 | -154 | -4.4% | -$1.27万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $27.93万 | 0.05% | 8,254 | 1,634 | 24.7% | $5.53万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $28.58万 | 0.05% | 943 | 1 | 0.1% | $303 | 加仓 |
| IFRA | ISHARES TR | $29.65万 | 0.05% | 4,703 | 14 | 0.3% | $883 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $30.42万 | 0.05% | 5,184 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $30.49万 | 0.05% | 2,833 | -3,643 | -56.3% | -$39.21万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.73万 | 0.05% | 739 | -67 | -8.3% | -$2.79万 | 减仓 |
| ESGE | ISHARES INC | $31.27万 | 0.05% | 5,718 | 484 | 9.2% | $2.65万 | 加仓 |
| V | VISA INC | $33.04万 | 0.05% | 963 | 179 | 22.8% | $6.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.37万 | 0.05% | 1,410 | 1,410 | — | $33.37万 | 新建仓 |
| INTC | INTEL CORP | $33.45万 | 0.05% | 2,395 | 2,395 | — | $33.45万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.61万 | 0.05% | 5,833 | 5,833 | — | $33.61万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $34.12万 | 0.06% | 6,635 | 108 | 1.7% | $5,554 | 加仓 |
| RTX | RTX CORPORATION | $34.74万 | 0.06% | 1,831 | 319 | 21.1% | $6.05万 | 加仓 |
| IJH | ISHARES TR | $34.77万 | 0.06% | 4,509 | 122 | 2.8% | $9,408 | 加仓 |
| IGEB | ISHARES TR | $35.27万 | 0.06% | 7,819 | 255 | 3.4% | $1.15万 | 加仓 |
| GE | GE AEROSPACE | $36.39万 | 0.06% | 973 | -91 | -8.6% | -$3.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.83万 | 0.06% | 736 | 75 | 11.3% | $3.75万 | 加仓 |
| HYG | ISHARES TR | $37.08万 | 0.06% | 4,636 | 1,218 | 35.6% | $9.74万 | 加仓 |
| CSCO | CISCO SYS INC | $38.87万 | 0.06% | 3,309 | 199 | 6.4% | $2.34万 | 加仓 |
| NFLX | NETFLIX INC. | $39.18万 | 0.06% | 5,487 | 280 | 5.4% | $2.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $39.96万 | 0.07% | 1,833 | 1,833 | — | $39.96万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $40.27万 | 0.07% | 2,429 | 518 | 27.1% | $8.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $41.61万 | 0.07% | 1,638 | 245 | 17.6% | $6.22万 | 加仓 |
| IEFA | ISHARES TR | $42.01万 | 0.07% | 4,349 | 1,490 | 52.1% | $14.39万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $42.27万 | 0.07% | 8,705 | 36 | 0.4% | $1,748 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $42.90万 | 0.07% | 8,077 | 223 | 2.8% | $1.18万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $43.29万 | 0.07% | 849 | 10 | 1.2% | $5,099 | 加仓 |
| LLY | ELI LILLY & CO | $43.34万 | 0.07% | 361 | 84 | 30.3% | $10.08万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $43.88万 | 0.07% | 8,414 | 40 | 0.5% | $2,086 | 加仓 |
| QQQ | INVESCO QQQ TR | $44.11万 | 0.07% | 598 | -398 | -40.0% | -$29.36万 | 减仓 |
| QCOM | QUALCOMM INC | $44.23万 | 0.07% | 2,393 | 27 | 1.1% | $4,990 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $46.54万 | 0.08% | 2,724 | 2,724 | — | $46.54万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $47.15万 | 0.08% | 5,233 | 13 | 0.2% | $1,171 | 加仓 |
| CSX | CSX CORP | $47.59万 | 0.08% | 10,013 | 391 | 4.1% | $1.86万 | 加仓 |
| DSI | ISHARES TR | $50.62万 | 0.08% | 3,554 | -215 | -5.7% | -$3.06万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $52.60万 | 0.09% | 3,587 | -53 | -1.5% | -$7,773 | 减仓 |
| DIS | DISNEY WALT CO | $53.13万 | 0.09% | 5,519 | 138 | 2.6% | $1.33万 | 加仓 |
| ABBV | ABBVIE INC | $53.37万 | 0.09% | 2,120 | 121 | 6.1% | $3.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.82万 | 0.09% | 1,949 | 112 | 6.1% | $3.15万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $55.62万 | 0.09% | 5,764 | 32 | 0.6% | $3,088 | 加仓 |
| MCD | MCDONALDS CORP | $55.68万 | 0.09% | 2,059 | -8 | -0.4% | -$2,163 | 减仓 |
| BAC | BANK OF AMER CORP | $56.47万 | 0.09% | 9,910 | 602 | 6.5% | $3.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $57.04万 | 0.09% | 8,160 | -9 | -0.1% | -$629 | 减仓 |
| GEV | GE VERNOVA INC | $57.57万 | 0.09% | 490 | 8 | 1.7% | $9,400 | 加仓 |
| ROST | ROSS STORES INC | $57.59万 | 0.09% | 2,705 | 6 | 0.2% | $1,277 | 加仓 |
| AOA | ISHARES TR | $58.20万 | 0.10% | 5,963 | 17 | 0.3% | $1,659 | 加仓 |
| RKLB | ROCKET LAB CORP | $59.25万 | 0.10% | 5,829 | 16 | 0.3% | $1,626 | 加仓 |
| USXF | ISHARES TR | $59.77万 | 0.10% | 8,606 | 34 | 0.4% | $2,361 | 加仓 |
| VGT | VANGUARD WORLD FD | $59.86万 | 0.10% | 5,008 | 168 | 3.5% | $2.01万 | 加仓 |
| SYSB | ISHARES TR | $59.98万 | 0.10% | 6,761 | 242 | 3.7% | $2.15万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $62.72万 | 0.10% | 1,266 | 5 | 0.4% | $2,477 | 加仓 |
| MGC | VANGUARD WORLD FD | $64.29万 | 0.11% | 2,349 | -416 | -15.0% | -$11.39万 | 减仓 |
| — | EXXON MOBIL CORP | $67.54万 | 0.11% | 4,940 | 425 | 9.4% | $5.81万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $67.55万 | 0.11% | 585 | 585 | — | $67.55万 | 新建仓 |
| HD | HOME DEPOT INC | $67.92万 | 0.11% | 1,925 | 43 | 2.3% | $1.52万 | 加仓 |
| IRM | IRON MTN INC DEL | $69.22万 | 0.11% | 5,479 | -386 | -6.6% | -$4.88万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $70.11万 | 0.11% | 20,014 | 237 | 1.2% | $8,302 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $72.09万 | 0.12% | 7,903 | 24 | 0.3% | $2,189 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $72.75万 | 0.12% | 777 | 67 | 9.4% | $6.27万 | 加仓 |
| DGRO | ISHARES TR | $74.41万 | 0.12% | 9,817 | -1,042 | -9.6% | -$7.90万 | 减仓 |
| STIP | ISHARES TR | $74.95万 | 0.12% | 7,336 | 1,962 | 36.5% | $20.05万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $75.56万 | 0.12% | 1,100 | 221 | 25.1% | $15.18万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $75.74万 | 0.12% | 13,767 | 35 | 0.3% | $1,925 | 加仓 |
| IEMG | ISHARES INC | $77.80万 | 0.13% | 9,392 | 176 | 1.9% | $1.46万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $80.12万 | 0.13% | 9,994 | -72 | -0.7% | -$5,772 | 减仓 |
| WMT | WALMART INC | $80.42万 | 0.13% | 7,100 | 347 | 5.1% | $3.93万 | 加仓 |
| PLD | PROLOGIS INC. | $80.88万 | 0.13% | 5,970 | -173 | -2.8% | -$2.34万 | 减仓 |
| SGOV | ISHARES TR | $81.48万 | 0.13% | 8,093 | 547 | 7.2% | $5.51万 | 加仓 |
| META | META PLATFORMS INC | $87.73万 | 0.14% | 1,557 | 149 | 10.6% | $8.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $89.56万 | 0.15% | 1,199 | 3 | 0.3% | $2,241 | 加仓 |
| EMXC | ISHARES INC | $96.52万 | 0.16% | 9,434 | -47 | -0.5% | -$4,808 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $98.33万 | 0.16% | 2,279 | 137 | 6.4% | $5.91万 | 加仓 |
| SRE | SEMPRA | $99.16万 | 0.16% | 10,696 | -166 | -1.5% | -$1.54万 | 减仓 |