Western Financial Corp/CA
SAN DIEGO CA · SEC CIK 0001954480
$3.41亿2026Q2 申报市值
132持仓数
52.3%前十大占比 · 第一大 19.6%
14 / 10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
GEV 加仓+$489.92万
TXN 新建仓+$448.77万
JNJ 加仓+$412.42万
FANG 新建仓+$261.82万
MRVL 新建仓+$246.24万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$462.89万
LLY 减仓-$438.15万
MMM 清仓-$378.09万
GE 减仓-$357.60万
MU 减仓-$330.93万
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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $0 | 0.00% | 0 | -26,034 | -100.0% | -$378.09万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -3,875 | -100.0% | -$81.31万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -3,011 | -100.0% | -$73.70万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -2,213 | -100.0% | -$66.94万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -3,823 | -100.0% | -$64.66万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -7,927 | -100.0% | -$49.74万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -4,198 | -100.0% | -$45.80万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,585 | -100.0% | -$23.15万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -4,374 | -100.0% | -$22.71万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -4,332 | -100.0% | -$21.68万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $15.54万 | 0.05% | 16,217 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $16.50万 | 0.05% | 11,956 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.04万 | 0.06% | 568 | 568 | — | $20.04万 | 新建仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $20.88万 | 0.06% | 1,532 | 1,532 | — | $20.88万 | 新建仓 |
| BSRR | SIERRA BANCORP | $21.84万 | 0.06% | 5,359 | 5,359 | — | $21.84万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.94万 | 0.06% | 298 | 298 | — | $21.94万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.10万 | 0.06% | 648 | -3,550 | -84.6% | -$121.06万 | 重新持有 |
| DASH | DOORDASH INC | $22.11万 | 0.06% | 1,198 | -2,339 | -66.1% | -$43.16万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $22.78万 | 0.07% | 1,290 | 8 | 0.6% | $1,413 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $22.97万 | 0.07% | 2,207 | 2,207 | — | $22.97万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $23.55万 | 0.07% | 12,014 | -98 | -0.8% | -$1,921 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $23.93万 | 0.07% | 25,006 | 489 | 2.0% | $4,680 | 加仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $23.99万 | 0.07% | 2,141 | 36 | 1.7% | $4,034 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $24.03万 | 0.07% | 6,315 | 3 | 0.0% | $114 | 加仓 |
| IJR | ISHARES TR | $24.64万 | 0.07% | 1,661 | 1 | 0.1% | $148 | 加仓 |
| VBK | VANGUARD INDEX FDS | $24.70万 | 0.07% | 675 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $24.84万 | 0.07% | 2,787 | 2 | 0.1% | $178 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $24.99万 | 0.07% | 4,482 | 2 | 0.0% | $112 | 加仓 |
| IVE | ISHARES TR | $26.07万 | 0.08% | 1,148 | -275 | -19.3% | -$6.24万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $27.29万 | 0.08% | 5,987 | -1,773 | -22.8% | -$8.08万 | 减仓 |
| IVW | ISHARES TR | $28.45万 | 0.08% | 2,069 | -100 | -4.6% | -$1.38万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $29.09万 | 0.09% | 4,277 | -287 | -6.3% | -$1.95万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.45万 | 0.09% | 2,524 | -3,735 | -59.7% | -$43.58万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $30.12万 | 0.09% | 1,428 | -70 | -4.7% | -$1.48万 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $30.28万 | 0.09% | 22,086 | 2,016 | 10.0% | $2.76万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.70万 | 0.09% | 7,252 | 78 | 1.1% | $3,302 | 加仓 |
| ABBV | ABBVIE INC | $31.07万 | 0.09% | 1,235 | 134 | 12.2% | $3.37万 | 加仓 |
| PFE | PFIZER INC | $35.34万 | 0.10% | 14,678 | 139 | 1.0% | $3,347 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $38.11万 | 0.11% | 2,029 | -313 | -13.4% | -$5.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $38.96万 | 0.11% | 1,044 | 166 | 18.9% | $6.19万 | 加仓 |
| MBB | ISHARES TR | $39.22万 | 0.11% | 4,150 | 293 | 7.6% | $2.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $41.36万 | 0.12% | 2,495 | 8 | 0.3% | $1,326 | 加仓 |
| MS | MORGAN STANLEY | $41.81万 | 0.12% | 2,000 | 2,000 | — | $41.81万 | 新建仓 |
| AMZN | AMAZON COM INC | $48.17万 | 0.14% | 2,021 | 333 | 19.7% | $7.94万 | 加仓 |
| COP | CONOCOPHILLIPS | $52.99万 | 0.16% | 5,097 | 5,097 | — | $52.99万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $56.34万 | 0.16% | 30,404 | 765 | 2.6% | $1.42万 | 加仓 |
| AZO | AUTOZONE INC | $56.57万 | 0.17% | 177 | -332 | -65.2% | -$106.11万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $58.37万 | 0.17% | 1,497 | 369 | 32.7% | $14.39万 | 加仓 |
| FDX | FEDEX CORP | $58.43万 | 0.17% | 1,866 | 238 | 14.6% | $7.45万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $58.49万 | 0.17% | 25,289 | 684 | 2.8% | $1.58万 | 加仓 |
| FSLR | FIRST SOLAR INC | $60.43万 | 0.18% | 2,561 | 2,561 | — | $60.43万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $61.40万 | 0.18% | 4,860 | 297 | 6.5% | $3.75万 | 加仓 |
| LLY | ELI LILLY & CO | $61.48万 | 0.18% | 513 | -3,656 | -87.7% | -$438.15万 | 减仓 |
| IUSB | ISHARES TR | $61.84万 | 0.18% | 13,400 | 3,003 | 28.9% | $13.86万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $62.80万 | 0.18% | 8,298 | -5,625 | -40.4% | -$42.57万 | 减仓 |
| VG | VENTURE GLOBAL INC | $65.96万 | 0.19% | 59,267 | 59,267 | — | $65.96万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $66.47万 | 0.19% | 7,563 | 2,608 | 52.6% | $22.92万 | 加仓 |
| AMGN | AMGEN INC | $68.88万 | 0.20% | 1,902 | 235 | 14.1% | $8.51万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $69.50万 | 0.20% | 4,757 | 436 | 10.1% | $6.37万 | 加仓 |
| FLOT | ISHARES TR | $69.89万 | 0.20% | 13,690 | 655 | 5.0% | $3.34万 | 加仓 |
| MRK | MERCK & CO INC | $70.28万 | 0.21% | 5,469 | -15 | -0.3% | -$1,928 | 减仓 |
| FALN | ISHARES TR | $71.33万 | 0.21% | 26,187 | 1,612 | 6.6% | $4.39万 | 加仓 |
| VV | VANGUARD INDEX FDS | $73.80万 | 0.22% | 2,146 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $73.94万 | 0.22% | 3,685 | 408 | 12.5% | $8.19万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $75.65万 | 0.22% | 13,630 | 6,791 | 99.3% | $37.69万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $75.97万 | 0.22% | 3,397 | -51 | -1.5% | -$1.14万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $77.31万 | 0.23% | 790 | 77 | 10.8% | $7.53万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $77.75万 | 0.23% | 12,363 | 823 | 7.1% | $5.18万 | 加仓 |
| MCK | MCKESSON CORP | $79.81万 | 0.23% | 1,056 | 141 | 15.4% | $10.66万 | 加仓 |
| WMB | WILLIAMS COS INC | $80.69万 | 0.24% | 10,854 | 399 | 3.8% | $2.97万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $81.29万 | 0.24% | 1,655 | 82 | 5.2% | $4.03万 | 加仓 |
| DE | DEERE & CO | $81.64万 | 0.24% | 1,287 | 95 | 8.0% | $6.03万 | 加仓 |
| C | CITIGROUP INC | $87.03万 | 0.25% | 6,218 | 6,218 | — | $87.03万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $88.33万 | 0.26% | 639 | 254 | 66.0% | $35.11万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $91.00万 | 0.27% | 3,023 | 157 | 5.5% | $4.73万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $91.82万 | 0.27% | 46,810 | 4,481 | 10.6% | $8.79万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $92.99万 | 0.27% | 47,625 | 4,217 | 9.7% | $8.23万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $94.81万 | 0.28% | 51,043 | 2,896 | 6.0% | $5.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.37万 | 0.28% | 2,018 | 7 | 0.3% | $3,343 | 加仓 |
| ANET | ARISTA NETWORKS INC | $96.90万 | 0.28% | 5,704 | -232 | -3.9% | -$3.94万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $97.63万 | 0.29% | 47,940 | 1,964 | 4.3% | $4.00万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $97.73万 | 0.29% | 58,714 | 4,538 | 8.4% | $7.55万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $98.37万 | 0.29% | 2,938 | 1,259 | 75.0% | $42.15万 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $100.10万 | 0.29% | 48,997 | 57 | 0.1% | $1,165 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $108.31万 | 0.32% | 3,309 | 112 | 3.5% | $3.67万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $109.24万 | 0.32% | 2,127 | 67 | 3.3% | $3.44万 | 加仓 |
| EQT | EQT CORP | $110.36万 | 0.32% | 20,757 | 838 | 4.2% | $4.46万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $111.31万 | 0.33% | 4,350 | 142 | 3.4% | $3.63万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $113.36万 | 0.33% | 851 | -542 | -38.9% | -$72.20万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $113.82万 | 0.33% | 2,638 | 2,638 | — | $113.82万 | 新建仓 |
| META | META PLATFORMS INC | $115.51万 | 0.34% | 2,051 | -1,034 | -33.5% | -$58.24万 | 减仓 |
| — | EXXON MOBIL CORP | $122.31万 | 0.36% | 8,946 | 4,439 | 98.5% | $60.69万 | 加仓 |
| WMT | WALMART INC | $124.39万 | 0.36% | 10,983 | -24,764 | -69.3% | -$280.48万 | 减仓 |
| RTX | RTX CORPORATION | $137.16万 | 0.40% | 7,229 | 1,188 | 19.7% | $22.54万 | 加仓 |
| SHV | ISHARES TR | $137.17万 | 0.40% | 12,431 | 675 | 5.7% | $7.45万 | 加仓 |
| TLT | ISHARES TR | $139.07万 | 0.41% | 16,093 | 1,161 | 7.8% | $10.03万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $142.26万 | 0.42% | 14,800 | 9,342 | 171.2% | $89.80万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $145.03万 | 0.42% | 3,913 | 26 | 0.7% | $9,636 | 加仓 |
| SHYG | ISHARES TR | $145.10万 | 0.42% | 34,214 | 2,060 | 6.4% | $8.74万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $153.75万 | 0.45% | 4,653 | 26 | 0.6% | $8,591 | 加仓 |