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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $37.93万 | 0.15% | 4,955 | 936 | 23.3% | $7.16万 | 加仓 |
| MBB | ISHARES TR | $36.62万 | 0.14% | 3,857 | -280 | -6.8% | -$2.66万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.02万 | 0.14% | 7,174 | -11,348 | -61.3% | -$56.97万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $35.59万 | 0.14% | 7,760 | -900 | -10.4% | -$4.13万 | 减仓 |
| AMZN | AMAZON COM INC | $35.16万 | 0.14% | 1,688 | -1,388 | -45.1% | -$28.91万 | 减仓 |
| MSFT | MICROSOFT CORP | $32.49万 | 0.13% | 878 | 326 | 59.1% | $12.06万 | 加仓 |
| IVE | ISHARES TR | $30.05万 | 0.12% | 1,423 | 34 | 2.4% | $7,179 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $27.62万 | 0.11% | 20,070 | -882 | -4.2% | -$1.21万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $26.55万 | 0.10% | 4,564 | -727 | -13.7% | -$4.23万 | 减仓 |
| IVW | ISHARES TR | $24.53万 | 0.10% | 2,169 | -15 | -0.7% | -$1,697 | 减仓 |
| ABBV | ABBVIE INC | $23.95万 | 0.09% | 1,101 | 1,101 | — | $23.95万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $23.15万 | 0.09% | 5,585 | 5,585 | — | $23.15万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $22.71万 | 0.09% | 4,374 | -1,188 | -21.4% | -$6.17万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $22.10万 | 0.09% | 2,342 | 2,342 | — | $22.10万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $21.72万 | 0.09% | 12,112 | 12,112 | — | $21.72万 | 新建仓 |
| IAGG | ISHARES TR | $21.68万 | 0.08% | 4,332 | -50 | -1.1% | -$2,502 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $21.25万 | 0.08% | 1,282 | -748 | -36.8% | -$12.40万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $21.13万 | 0.08% | 24,517 | 485 | 2.0% | $4,181 | 加仓 |
| SMLF | ISHARES TR | $21.03万 | 0.08% | 2,785 | 2,785 | — | $21.03万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $20.76万 | 0.08% | 1,498 | 1,498 | — | $20.76万 | 新建仓 |
| IJR | ISHARES TR | $20.64万 | 0.08% | 1,660 | 1,660 | — | $20.64万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $20.55万 | 0.08% | 4,480 | 4,480 | — | $20.55万 | 新建仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $20.54万 | 0.08% | 2,105 | 2,105 | — | $20.54万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $20.47万 | 0.08% | 6,312 | 6,312 | — | $20.47万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $20.41万 | 0.08% | 675 | 675 | — | $20.41万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $13.49万 | 0.05% | 11,956 | 11,956 | — | $13.49万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.88万 | 0.05% | 16,217 | 2,642 | 19.5% | $2.10万 | 加仓 |
| 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 |