Western Financial Corp/CA
SAN DIEGO CA · SEC CIK 0001954480
$2.55亿2026Q1 申报市值
127持仓数
49.6%前十大占比 · 第一大 20.1%
39 / 24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
CAT 新建仓+$484.73万
GM 新建仓+$447.61万
AMAT 新建仓+$399.83万
LMT 新建仓+$360.76万
LRCX 加仓+$295.94万
2026Q1 卖出最多 按季末市值估算
AMD 减仓-$437.86万
APP 清仓-$408.13万
PLTR 减仓-$381.44万
NFLX 清仓-$234.56万
AXP 减仓-$231.52万
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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -6,057 | -100.0% | -$408.13万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -25,017 | -100.0% | -$234.56万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -12,119 | -100.0% | -$195.08万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -7,329 | -100.0% | -$187.64万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -8,241 | -100.0% | -$167.32万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -4,745 | -100.0% | -$140.54万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -15,821 | -100.0% | -$94.14万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -4,051 | -100.0% | -$91.12万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -5,964 | -100.0% | -$86.34万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -6,377 | -100.0% | -$81.30万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -3,243 | -100.0% | -$73.85万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -3,565 | -100.0% | -$69.49万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -4,502 | -100.0% | -$69.39万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -1,555 | -100.0% | -$54.55万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -932 | -100.0% | -$46.85万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -87 | -100.0% | -$46.66万 | 清仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,319 | -100.0% | -$28.70万 | 清仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -8,989 | -100.0% | -$27.45万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,506 | -100.0% | -$26.84万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,400 | -100.0% | -$26.08万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,085 | -100.0% | -$24.54万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -2,917 | -100.0% | -$20.83万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,375 | -100.0% | -$20.70万 | 清仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,168 | -100.0% | -$20.39万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.88万 | 0.05% | 16,217 | 2,642 | 19.5% | $2.10万 | 加仓 |
| SAN | BANCO SANTANDER SA | $13.49万 | 0.05% | 11,956 | 11,956 | — | $13.49万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $20.41万 | 0.08% | 675 | 675 | — | $20.41万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $20.47万 | 0.08% | 6,312 | 6,312 | — | $20.47万 | 新建仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $20.54万 | 0.08% | 2,105 | 2,105 | — | $20.54万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $20.55万 | 0.08% | 4,480 | 4,480 | — | $20.55万 | 新建仓 |
| IJR | ISHARES TR | $20.64万 | 0.08% | 1,660 | 1,660 | — | $20.64万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $20.76万 | 0.08% | 1,498 | 1,498 | — | $20.76万 | 新建仓 |
| SMLF | ISHARES TR | $21.03万 | 0.08% | 2,785 | 2,785 | — | $21.03万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $21.13万 | 0.08% | 24,517 | 485 | 2.0% | $4,181 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $21.25万 | 0.08% | 1,282 | -748 | -36.8% | -$12.40万 | 减仓 |
| IAGG | ISHARES TR | $21.68万 | 0.08% | 4,332 | -50 | -1.1% | -$2,502 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $21.72万 | 0.09% | 12,112 | 12,112 | — | $21.72万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $22.10万 | 0.09% | 2,342 | 2,342 | — | $22.10万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $22.71万 | 0.09% | 4,374 | -1,188 | -21.4% | -$6.17万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $23.15万 | 0.09% | 5,585 | 5,585 | — | $23.15万 | 新建仓 |
| ABBV | ABBVIE INC | $23.95万 | 0.09% | 1,101 | 1,101 | — | $23.95万 | 新建仓 |
| IVW | ISHARES TR | $24.53万 | 0.10% | 2,169 | -15 | -0.7% | -$1,697 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $26.55万 | 0.10% | 4,564 | -727 | -13.7% | -$4.23万 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $27.62万 | 0.11% | 20,070 | -882 | -4.2% | -$1.21万 | 减仓 |
| IVE | ISHARES TR | $30.05万 | 0.12% | 1,423 | 34 | 2.4% | $7,179 | 加仓 |
| MSFT | MICROSOFT CORP | $32.49万 | 0.13% | 878 | 326 | 59.1% | $12.06万 | 加仓 |
| AMZN | AMAZON COM INC | $35.16万 | 0.14% | 1,688 | -1,388 | -45.1% | -$28.91万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $35.59万 | 0.14% | 7,760 | -900 | -10.4% | -$4.13万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.02万 | 0.14% | 7,174 | -11,348 | -61.3% | -$56.97万 | 减仓 |
| MBB | ISHARES TR | $36.62万 | 0.14% | 3,857 | -280 | -6.8% | -$2.66万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $37.93万 | 0.15% | 4,955 | 936 | 23.3% | $7.16万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $39.55万 | 0.15% | 5,458 | 5,458 | — | $39.55万 | 新建仓 |
| PFE | PFIZER INC | $40.82万 | 0.16% | 14,539 | 1,223 | 9.2% | $3.43万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $41.75万 | 0.16% | 6,839 | 6,839 | — | $41.75万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $42.07万 | 0.16% | 1,679 | 1,679 | — | $42.07万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $42.09万 | 0.16% | 385 | 385 | — | $42.09万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $45.80万 | 0.18% | 4,198 | -2,631 | -38.5% | -$28.70万 | 减仓 |
| IUSB | ISHARES TR | $48.02万 | 0.19% | 10,397 | -60 | -0.6% | -$2,771 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $49.74万 | 0.19% | 7,927 | -11,768 | -59.8% | -$73.84万 | 减仓 |
| CVX | CHEVRON CORPORATION | $51.45万 | 0.20% | 2,487 | 9 | 0.4% | $1,862 | 加仓 |
| DASH | DOORDASH INC | $53.11万 | 0.21% | 3,537 | -5,056 | -58.8% | -$75.92万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $53.38万 | 0.21% | 1,128 | 1,128 | — | $53.38万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $53.41万 | 0.21% | 29,639 | 773 | 2.7% | $1.39万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $56.58万 | 0.22% | 4,321 | 4,321 | — | $56.58万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $57.13万 | 0.22% | 24,605 | -1,093 | -4.3% | -$2.54万 | 减仓 |
| FDX | FEDEX CORP | $57.99万 | 0.23% | 1,628 | 1,628 | — | $57.99万 | 新建仓 |
| AMGN | AMGEN INC | $58.65万 | 0.23% | 1,667 | 1,667 | — | $58.65万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $59.78万 | 0.23% | 3,277 | -2,268 | -40.9% | -$41.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $63.07万 | 0.25% | 2,580 | 2,580 | — | $63.07万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $63.59万 | 0.25% | 4,563 | 616 | 15.6% | $8.59万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $63.86万 | 0.25% | 713 | -202 | -22.1% | -$18.09万 | 减仓 |
| VV | VANGUARD INDEX FDS | $64.13万 | 0.25% | 2,146 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $64.32万 | 0.25% | 3,448 | 699 | 25.4% | $13.04万 | 加仓 |
| CTAS | CINTAS CORP | $64.66万 | 0.25% | 3,823 | -6,322 | -62.3% | -$106.93万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $65.55万 | 0.26% | 1,573 | -161 | -9.3% | -$6.71万 | 减仓 |
| FALN | ISHARES TR | $65.66万 | 0.26% | 24,575 | -875 | -3.4% | -$2.34万 | 减仓 |
| MRK | MERCK & CO INC | $65.97万 | 0.26% | 5,484 | 5,484 | — | $65.97万 | 新建仓 |
| FLOT | ISHARES TR | $66.41万 | 0.26% | 13,035 | -613 | -4.5% | -$3.12万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $66.94万 | 0.26% | 2,213 | -7,654 | -77.6% | -$231.52万 | 减仓 |
| DE | DEERE & CO | $67.15万 | 0.26% | 1,192 | 1,192 | — | $67.15万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $67.83万 | 0.27% | 11,540 | 11,540 | — | $67.83万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $67.96万 | 0.27% | 2,011 | 2,011 | — | $67.96万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $72.88万 | 0.29% | 5,936 | -239 | -3.9% | -$2.93万 | 减仓 |
| MDB | MONGODB INC | $73.70万 | 0.29% | 3,011 | 3,011 | — | $73.70万 | 新建仓 |
| WMB | WILLIAMS COS INC | $76.09万 | 0.30% | 10,455 | -1,728 | -14.2% | -$12.58万 | 减仓 |
| — | EXXON MOBIL CORP | $76.47万 | 0.30% | 4,507 | 4,507 | — | $76.47万 | 新建仓 |
| MCK | MCKESSON CORP | $79.15万 | 0.31% | 915 | -237 | -20.6% | -$20.50万 | 减仓 |
| PODD | INSULET CORP | $81.31万 | 0.32% | 3,875 | 192 | 5.2% | $4.03万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $83.07万 | 0.33% | 42,329 | -548 | -1.3% | -$1.08万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $84.78万 | 0.33% | 43,408 | -1,407 | -3.1% | -$2.75万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $86.04万 | 0.34% | 48,940 | 44 | 0.1% | $774 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $89.84万 | 0.35% | 48,147 | -2,038 | -4.1% | -$3.80万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $90.58万 | 0.35% | 54,176 | -783 | -1.4% | -$1.31万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $91.56万 | 0.36% | 6,259 | -26,076 | -80.6% | -$381.44万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $93.90万 | 0.37% | 45,976 | -1,969 | -4.1% | -$4.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $94.04万 | 0.37% | 3,197 | 708 | 28.4% | $20.83万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $94.83万 | 0.37% | 2,866 | 135 | 4.9% | $4.47万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $97.16万 | 0.38% | 4,208 | 4,208 | — | $97.16万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $101.00万 | 0.40% | 2,587 | -5,138 | -66.5% | -$200.59万 | 减仓 |