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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $39.18万 | 0.06% | 5,487 | 280 | 5.4% | $2.00万 | 加仓 |
| CSCO | CISCO SYS INC | $38.87万 | 0.06% | 3,309 | 199 | 6.4% | $2.34万 | 加仓 |
| HYG | ISHARES TR | $37.08万 | 0.06% | 4,636 | 1,218 | 35.6% | $9.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.83万 | 0.06% | 736 | 75 | 11.3% | $3.75万 | 加仓 |
| GE | GE AEROSPACE | $36.39万 | 0.06% | 973 | -91 | -8.6% | -$3.40万 | 减仓 |
| IGEB | ISHARES TR | $35.27万 | 0.06% | 7,819 | 255 | 3.4% | $1.15万 | 加仓 |
| IJH | ISHARES TR | $34.77万 | 0.06% | 4,509 | 122 | 2.8% | $9,408 | 加仓 |
| RTX | RTX CORPORATION | $34.74万 | 0.06% | 1,831 | 319 | 21.1% | $6.05万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $34.12万 | 0.06% | 6,635 | 108 | 1.7% | $5,554 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.61万 | 0.05% | 5,833 | 5,833 | — | $33.61万 | 新建仓 |
| INTC | INTEL CORP | $33.45万 | 0.05% | 2,395 | 2,395 | — | $33.45万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.37万 | 0.05% | 1,410 | 1,410 | — | $33.37万 | 新建仓 |
| V | VISA INC | $33.04万 | 0.05% | 963 | 179 | 22.8% | $6.14万 | 加仓 |
| ESGE | ISHARES INC | $31.27万 | 0.05% | 5,718 | 484 | 9.2% | $2.65万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.73万 | 0.05% | 739 | -67 | -8.3% | -$2.79万 | 减仓 |
| MUB | ISHARES TR | $30.49万 | 0.05% | 2,833 | -3,643 | -56.3% | -$39.21万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $30.42万 | 0.05% | 5,184 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $29.65万 | 0.05% | 4,703 | 14 | 0.3% | $883 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $28.58万 | 0.05% | 943 | 1 | 0.1% | $303 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $27.93万 | 0.05% | 8,254 | 1,634 | 24.7% | $5.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.69万 | 0.05% | 3,362 | -154 | -4.4% | -$1.27万 | 减仓 |
| LOW | LOWES COS INC | $27.53万 | 0.05% | 1,248 | 1,248 | — | $27.53万 | 新建仓 |
| GLW | CORNING INC | $27.31万 | 0.04% | 1,069 | 1,069 | — | $27.31万 | 新建仓 |
| DMXF | ISHARES TR | $27.27万 | 0.04% | 3,223 | 216 | 7.2% | $1.83万 | 加仓 |
| AFL | AFLAC INC | $27.19万 | 0.04% | 2,319 | 28 | 1.2% | $3,283 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $26.42万 | 0.04% | 5,007 | -2,206 | -30.6% | -$11.64万 | 减仓 |
| AMGN | AMGEN INC | $25.33万 | 0.04% | 699 | 54 | 8.4% | $1.96万 | 加仓 |
| TJX | TJX COS INC NEW | $24.08万 | 0.04% | 1,589 | 2 | 0.1% | $303 | 加仓 |
| T | AT&T INC | $23.69万 | 0.04% | 11,444 | -351 | -3.0% | -$7,266 | 减仓 |
| VUG | VANGUARD INDEX FDS | $23.13万 | 0.04% | 2,684 | 2,684 | — | $23.13万 | 新建仓 |
| PFE | PFIZER INC | $22.88万 | 0.04% | 9,499 | 1,110 | 13.2% | $2.67万 | 加仓 |
| EFA | ISHARES TR | $22.27万 | 0.04% | 2,144 | 33 | 1.6% | $3,428 | 加仓 |
| HEFA | ISHARES TR | $21.47万 | 0.04% | 4,576 | -1,557 | -25.4% | -$7.31万 | 重新持有 |
| TARS | TARSUS PHARMACEUTICALS INC | $21.40万 | 0.04% | 3,400 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $20.98万 | 0.03% | 1,633 | 1,633 | — | $20.98万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $20.88万 | 0.03% | 1,095 | 1,095 | — | $20.88万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.77万 | 0.03% | 407 | 3 | 0.7% | $1,531 | 加仓 |
| KLAC | KLA CORP | $20.62万 | 0.03% | 683 | 683 | — | $20.62万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.61万 | 0.03% | 4,867 | 470 | 10.7% | $1.99万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $20.59万 | 0.03% | 394 | 394 | — | $20.59万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $20.54万 | 0.03% | 2,506 | 2,506 | — | $20.54万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $20.45万 | 0.03% | 2,261 | -99 | -4.2% | -$8,956 | 重新持有 |
| — | NEUBERGER R/EST SECS INC FD | $6.37万 | 0.01% | 21,019 | 122 | 0.6% | $370 | 加仓 |
| 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 |