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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $41.36万 | 0.12% | 2,495 | 8 | 0.3% | $1,326 | 加仓 |
| MBB | ISHARES TR | $39.22万 | 0.11% | 4,150 | 293 | 7.6% | $2.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $38.96万 | 0.11% | 1,044 | 166 | 18.9% | $6.19万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $38.11万 | 0.11% | 2,029 | -313 | -13.4% | -$5.88万 | 减仓 |
| PFE | PFIZER INC | $35.34万 | 0.10% | 14,678 | 139 | 1.0% | $3,347 | 加仓 |
| ABBV | ABBVIE INC | $31.07万 | 0.09% | 1,235 | 134 | 12.2% | $3.37万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.70万 | 0.09% | 7,252 | 78 | 1.1% | $3,302 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $30.28万 | 0.09% | 22,086 | 2,016 | 10.0% | $2.76万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $30.12万 | 0.09% | 1,428 | -70 | -4.7% | -$1.48万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.45万 | 0.09% | 2,524 | -3,735 | -59.7% | -$43.58万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $29.09万 | 0.09% | 4,277 | -287 | -6.3% | -$1.95万 | 减仓 |
| IVW | ISHARES TR | $28.45万 | 0.08% | 2,069 | -100 | -4.6% | -$1.38万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $27.29万 | 0.08% | 5,987 | -1,773 | -22.8% | -$8.08万 | 减仓 |
| IVE | ISHARES TR | $26.07万 | 0.08% | 1,148 | -275 | -19.3% | -$6.24万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $24.99万 | 0.07% | 4,482 | 2 | 0.0% | $112 | 加仓 |
| SMLF | ISHARES TR | $24.84万 | 0.07% | 2,787 | 2 | 0.1% | $178 | 加仓 |
| VBK | VANGUARD INDEX FDS | $24.70万 | 0.07% | 675 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $24.64万 | 0.07% | 1,661 | 1 | 0.1% | $148 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $24.03万 | 0.07% | 6,315 | 3 | 0.0% | $114 | 加仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $23.99万 | 0.07% | 2,141 | 36 | 1.7% | $4,034 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $23.93万 | 0.07% | 25,006 | 489 | 2.0% | $4,680 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $23.55万 | 0.07% | 12,014 | -98 | -0.8% | -$1,921 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $22.97万 | 0.07% | 2,207 | 2,207 | — | $22.97万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $22.78万 | 0.07% | 1,290 | 8 | 0.6% | $1,413 | 加仓 |
| DASH | DOORDASH INC | $22.11万 | 0.06% | 1,198 | -2,339 | -66.1% | -$43.16万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $22.10万 | 0.06% | 648 | -3,550 | -84.6% | -$121.06万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $21.94万 | 0.06% | 298 | 298 | — | $21.94万 | 新建仓 |
| BSRR | SIERRA BANCORP | $21.84万 | 0.06% | 5,359 | 5,359 | — | $21.84万 | 新建仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $20.88万 | 0.06% | 1,532 | 1,532 | — | $20.88万 | 新建仓 |
| HD | HOME DEPOT INC | $20.04万 | 0.06% | 568 | 568 | — | $20.04万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $16.50万 | 0.05% | 11,956 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $15.54万 | 0.05% | 16,217 | 0 | 0.0% | — | 不变 |
| 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 |