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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $30.47万 | 0.06% | 2,366 | 2,366 | — | $30.47万 | 新建仓 |
| GE | GE AEROSPACE | $30.21万 | 0.06% | 1,064 | 3 | 0.3% | $852 | 加仓 |
| IJH | ISHARES TR | $29.63万 | 0.06% | 4,387 | -13 | -0.3% | -$878 | 减仓 |
| RTX | RTX CORPORATION | $29.18万 | 0.06% | 1,512 | -39 | -2.5% | -$7,527 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.56万 | 0.05% | 404 | 5 | 1.3% | $3,411 | 加仓 |
| HYG | ISHARES TR | $27.20万 | 0.05% | 3,418 | -195 | -5.4% | -$1.55万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $27.04万 | 0.05% | 5,184 | 46 | 0.9% | $2,399 | 加仓 |
| IFRA | ISHARES TR | $26.83万 | 0.05% | 4,689 | -200 | -4.1% | -$1.14万 | 减仓 |
| IEFA | ISHARES TR | $25.89万 | 0.05% | 2,859 | -275 | -8.8% | -$2.49万 | 减仓 |
| LLY | ELI LILLY & CO | $25.56万 | 0.05% | 277 | 17 | 6.5% | $1.57万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $25.44万 | 0.05% | 5,050 | 352 | 7.5% | $1.77万 | 加仓 |
| TJX | TJX COS INC NEW | $25.35万 | 0.05% | 1,587 | 7 | 0.4% | $1,118 | 加仓 |
| AFL | AFLAC INC | $25.14万 | 0.05% | 2,291 | 5 | 0.2% | $549 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $25.01万 | 0.05% | 3,516 | 545 | 18.3% | $3.88万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $24.53万 | 0.05% | 6,527 | 14 | 0.2% | $526 | 加仓 |
| CSCO | CISCO SYS INC | $24.13万 | 0.05% | 3,110 | -272 | -8.0% | -$2.11万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $23.85万 | 0.05% | 3,400 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $23.80万 | 0.05% | 5,234 | 27 | 0.5% | $1,228 | 加仓 |
| V | VISA INC | $23.72万 | 0.05% | 784 | 46 | 6.2% | $1.39万 | 加仓 |
| PFE | PFIZER INC | $23.56万 | 0.05% | 8,389 | 152 | 1.8% | $4,268 | 加仓 |
| AMGN | AMGEN INC | $22.73万 | 0.04% | 645 | 15 | 2.4% | $5,285 | 加仓 |
| DMXF | ISHARES TR | $22.69万 | 0.04% | 3,007 | -78 | -2.5% | -$5,886 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $22.39万 | 0.04% | 942 | 942 | — | $22.39万 | 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 |
| VZ | VERIZON COMMUNICATIONS INC | $22.08万 | 0.04% | 4,397 | 4,397 | — | $22.08万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.83万 | 0.04% | 806 | 100 | 14.2% | $2.71万 | 加仓 |
| IDEV | ISHARES TR | $20.70万 | 0.04% | 2,477 | -66 | -2.6% | -$5,516 | 减仓 |
| EFA | ISHARES TR | $20.51万 | 0.04% | 2,111 | -561 | -21.0% | -$5.45万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $20.40万 | 0.04% | 6,620 | -134 | -2.0% | -$4,129 | 减仓 |
| — | NEUBERGER R/EST SECS INC FD | $5.93万 | 0.01% | 20,897 | 20,897 | — | $5.93万 | 新建仓 |
| 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 |