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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $5,306.21万 | 10.49% | 469,119 | 29,551 | 6.7% | $334.25万 | 加仓 |
| IVE | ISHARES TR | $5,179.25万 | 10.24% | 245,287 | 30,856 | 14.4% | $651.53万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $4,316.08万 | 8.53% | 1,342,357 | 1,342,357 | — | $4,316.08万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $4,301.79万 | 8.50% | 562,031 | 238,147 | 73.5% | $1,822.78万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,777.08万 | 7.46% | 649,206 | -27,966 | -4.1% | -$162.71万 | 减仓 |
| IUSB | ISHARES TR | $1,977.23万 | 3.91% | 428,064 | 24,648 | 6.1% | $113.85万 | 加仓 |
| EFV | ISHARES TR | $1,956.01万 | 3.87% | 263,080 | -194,639 | -42.5% | -$1,447.15万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,917.02万 | 3.79% | 408,658 | -118,679 | -22.5% | -$556.72万 | 减仓 |
| CMF | ISHARES TR | $1,886.65万 | 3.73% | 331,806 | 58,007 | 21.2% | $329.83万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,704.98万 | 3.37% | 470,728 | 34,413 | 7.9% | $124.64万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,684.37万 | 3.33% | 511,188 | 42,781 | 9.1% | $140.96万 | 加仓 |
| AAPL | APPLE INC | $1,415.49万 | 2.80% | 55,774 | 1,492 | 2.7% | $37.87万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $1,225.09万 | 2.42% | 180,372 | 74,242 | 70.0% | $504.25万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,166.30万 | 2.30% | 190,199 | -208,231 | -52.3% | -$1,276.88万 | 减仓 |
| SHLD | GLOBAL X FDS | $1,134.54万 | 2.24% | 160,155 | 26,551 | 19.9% | $188.09万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $1,017.56万 | 2.01% | 442,800 | 358,348 | 424.3% | $823.48万 | 加仓 |
| QUAL | ISHARES TR | $760.43万 | 1.50% | 39,644 | 7,579 | 23.6% | $145.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $655.65万 | 1.30% | 37,594 | 3,475 | 10.2% | $60.61万 | 加仓 |
| GOVT | ISHARES TR | $483.09万 | 0.95% | 210,862 | 188,574 | 846.1% | $432.02万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $395.97万 | 0.78% | 86,342 | -15,200 | -15.0% | -$69.71万 | 减仓 |
| AVGO | BROADCOM INC | $386.64万 | 0.76% | 12,491 | 193 | 1.6% | $5.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $368.39万 | 0.73% | 9,951 | 229 | 2.4% | $8.48万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $355.38万 | 0.70% | 158,721 | 10,340 | 7.0% | $23.15万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $339.97万 | 0.67% | 70,754 | 5,346 | 8.2% | $25.69万 | 加仓 |
| AMZN | AMAZON COM INC | $295.06万 | 0.58% | 14,167 | 1,335 | 10.4% | $27.80万 | 加仓 |
| EFG | ISHARES TR | $290.65万 | 0.57% | 26,097 | -25,612 | -49.5% | -$285.25万 | 减仓 |
| IAU | ISHARES GOLD TR | $253.45万 | 0.50% | 28,749 | -46,865 | -62.0% | -$413.16万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $251.09万 | 0.50% | 48,351 | -2,627 | -5.2% | -$13.64万 | 减仓 |
| TSLA | TESLA INC | $214.28万 | 0.42% | 5,764 | 1,262 | 28.0% | $46.91万 | 加仓 |
| IYW | ISHARES TR | $180.73万 | 0.36% | 9,962 | -924 | -8.5% | -$16.76万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $169.09万 | 0.33% | 43,511 | 43,511 | — | $169.09万 | 新建仓 |
| USMV | ISHARES TR | $153.88万 | 0.30% | 16,592 | 1,066 | 6.9% | $9.89万 | 加仓 |
| BA | BOEING CO | $147.17万 | 0.29% | 7,394 | 115 | 1.6% | $2.29万 | 加仓 |
| IVV | ISHARES TR | $139.52万 | 0.28% | 2,135 | 695 | 48.3% | $45.42万 | 加仓 |
| ESGU | ISHARES TR | $133.91万 | 0.26% | 9,468 | -654 | -6.5% | -$9.25万 | 减仓 |
| GTOP | GOLDMAN SACHS ETF TR | $110.94万 | 0.22% | 30,640 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $105.55万 | 0.21% | 10,862 | 947 | 9.6% | $9.20万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $104.17万 | 0.21% | 9,429 | 9,429 | — | $104.17万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $99.21万 | 0.20% | 4,877 | -11 | -0.2% | -$2,238 | 减仓 |
| LRCX | LAM RESEARCH CORP | $94.15万 | 0.19% | 4,406 | 5 | 0.1% | $1,068 | 加仓 |
| VTI | VANGUARD INDEX FDS | $89.14万 | 0.18% | 2,778 | 1,783 | 179.2% | $57.21万 | 加仓 |
| GOOGL | ALPHABET INC | $87.59万 | 0.17% | 3,045 | 110 | 3.7% | $3.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $86.13万 | 0.17% | 2,928 | 37 | 1.3% | $1.09万 | 加仓 |
| WMT | WALMART INC | $83.94万 | 0.17% | 6,753 | 832 | 14.1% | $10.34万 | 加仓 |
| PLD | PROLOGIS INC. | $81.20万 | 0.16% | 6,143 | 35 | 0.6% | $4,627 | 加仓 |
| META | META PLATFORMS INC | $80.58万 | 0.16% | 1,408 | 382 | 37.2% | $21.86万 | 加仓 |
| GOOG | ALPHABET INC | $80.21万 | 0.16% | 2,796 | 92 | 3.4% | $2.64万 | 加仓 |
| VLUE | ISHARES TR | $78.09万 | 0.15% | 5,491 | 1,153 | 26.6% | $16.40万 | 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 |
| — | EXXON MOBIL CORP | $76.62万 | 0.15% | 4,515 | 54 | 1.2% | $9,164 | 加仓 |
| DGRO | ISHARES TR | $76.21万 | 0.15% | 10,859 | -34 | -0.3% | -$2,386 | 减仓 |
| SGOV | ISHARES TR | $75.96万 | 0.15% | 7,546 | 968 | 14.7% | $9.74万 | 加仓 |
| EMXC | ISHARES INC | $74.58万 | 0.15% | 9,481 | -1,945 | -17.0% | -$15.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $70.83万 | 0.14% | 710 | 58 | 8.9% | $5.79万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $70.60万 | 0.14% | 10,066 | 57 | 0.6% | $3,998 | 加仓 |
| MUB | ISHARES TR | $68.75万 | 0.14% | 6,476 | 1,348 | 26.3% | $14.31万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $66.59万 | 0.13% | 19,777 | 19,777 | — | $66.59万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $66.55万 | 0.13% | 13,732 | 13,732 | — | $66.55万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $65.35万 | 0.13% | 2,765 | -100,961 | -97.3% | -$2,386.29万 | 减仓 |
| CAT | CATERPILLAR INC | $65.14万 | 0.13% | 919 | 18 | 2.0% | $1.28万 | 加仓 |
| IEMG | ISHARES INC | $64.28万 | 0.13% | 9,216 | -1,200 | -11.5% | -$8.37万 | 减仓 |
| MCD | MCDONALDS CORP | $64.25万 | 0.13% | 2,067 | 41 | 2.0% | $1.27万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $63.51万 | 0.13% | 7,879 | 7,879 | — | $63.51万 | 新建仓 |
| HD | HOME DEPOT INC | $61.90万 | 0.12% | 1,882 | 27 | 1.5% | $8,881 | 加仓 |
| IRM | IRON MTN INC DEL | $59.91万 | 0.12% | 5,865 | 15 | 0.3% | $1,532 | 加仓 |
| ROST | ROSS STORES INC | $58.47万 | 0.12% | 2,699 | 6 | 0.2% | $1,300 | 加仓 |
| SYSB | ISHARES TR | $58.02万 | 0.11% | 6,519 | 6,519 | — | $58.02万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $57.52万 | 0.11% | 996 | 219 | 28.2% | $12.65万 | 加仓 |
| STIP | ISHARES TR | $55.59万 | 0.11% | 5,374 | -3,210 | -37.4% | -$33.21万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $53.06万 | 0.10% | 1,354 | 3 | 0.2% | $1,176 | 加仓 |
| AOA | ISHARES TR | $52.62万 | 0.10% | 5,946 | -41 | -0.7% | -$3,629 | 减仓 |
| PG | PROCTER & GAMBLE CO | $52.59万 | 0.10% | 3,640 | -14 | -0.4% | -$2,023 | 减仓 |
| VOO | VANGUARD INDEX FDS | $52.53万 | 0.10% | 879 | 141 | 19.1% | $8.43万 | 加仓 |
| DIS | DISNEY WALT CO | $51.87万 | 0.10% | 5,381 | -2,258 | -29.6% | -$21.77万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $51.02万 | 0.10% | 8,169 | 8,169 | — | $51.02万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $50.77万 | 0.10% | 1,485 | 8 | 0.5% | $2,735 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $50.74万 | 0.10% | 839 | 9 | 1.1% | $5,443 | 加仓 |
| NFLX | NETFLIX INC. | $50.07万 | 0.10% | 5,207 | 1,181 | 29.3% | $11.36万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $48.12万 | 0.10% | 7,854 | 298 | 3.9% | $1.83万 | 加仓 |
| USXF | ISHARES TR | $47.32万 | 0.09% | 8,572 | -1,621 | -15.9% | -$8.95万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $46.19万 | 0.09% | 5,732 | 5,732 | — | $46.19万 | 新建仓 |
| DSI | ISHARES TR | $45.69万 | 0.09% | 3,769 | 19 | 0.5% | $2,303 | 加仓 |
| BAC | BANK AMERICA CORP | $45.38万 | 0.09% | 9,308 | 2,223 | 31.4% | $10.84万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $45.26万 | 0.09% | 1,261 | 21 | 1.7% | $7,537 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.55万 | 0.09% | 1,837 | 96 | 5.5% | $2.33万 | 加仓 |
| ABBV | ABBVIE INC | $43.49万 | 0.09% | 1,999 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $42.27万 | 0.08% | 605 | 50 | 9.0% | $3.49万 | 加仓 |
| GEV | GE VERNOVA INC | $42.15万 | 0.08% | 482 | 7 | 1.5% | $6,121 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $40.19万 | 0.08% | 8,669 | 8,669 | — | $40.19万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $39.55万 | 0.08% | 1,911 | 110 | 6.1% | $2.28万 | 加仓 |
| CSX | CSX CORP | $39.50万 | 0.08% | 9,622 | 34 | 0.4% | $1,396 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $39.49万 | 0.08% | 8,374 | 42 | 0.5% | $1,981 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $39.26万 | 0.08% | 5,220 | 5,220 | — | $39.26万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $37.33万 | 0.07% | 5,813 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $35.30万 | 0.07% | 7,213 | 537 | 8.0% | $2.63万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $35.17万 | 0.07% | 2,142 | -245 | -10.3% | -$4.02万 | 减仓 |
| T | AT&T INC | $34.20万 | 0.07% | 11,795 | 259 | 2.2% | $7,509 | 加仓 |
| IGEB | ISHARES TR | $34.09万 | 0.07% | 7,564 | -71 | -0.9% | -$3,200 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $34.07万 | 0.07% | 1,393 | 19 | 1.4% | $4,647 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.68万 | 0.06% | 661 | -276 | -29.5% | -$13.23万 | 减仓 |