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 |
|---|---|---|---|---|---|---|---|---|
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $5,142.90万 | 20.13% | 820,239 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $3,119.47万 | 12.21% | 576,505 | -873 | -0.2% | -$4.72万 | 减仓 |
| WFC | WELLS FARGO & CO | $781.28万 | 3.06% | 98,138 | 1,682 | 1.7% | $13.39万 | 加仓 |
| INTC | INTEL CORP | $710.48万 | 2.78% | 160,998 | 7,988 | 5.2% | $35.25万 | 加仓 |
| GE | GE AEROSPACE | $566.55万 | 2.22% | 19,965 | -47 | -0.2% | -$1.33万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $489.00万 | 1.91% | 41,220 | 9,247 | 28.9% | $109.70万 | 加仓 |
| CAT | CATERPILLAR INC | $484.73万 | 1.90% | 6,842 | 6,842 | — | $484.73万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $476.14万 | 1.86% | 5,628 | 1,287 | 29.6% | $108.88万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $452.08万 | 1.77% | 21,159 | 13,851 | 189.5% | $295.94万 | 加仓 |
| GM | GENERAL MTRS CO | $447.61万 | 1.75% | 60,082 | 60,082 | — | $447.61万 | 新建仓 |
| WMT | WALMART INC | $444.27万 | 1.74% | 35,747 | 3,128 | 9.6% | $38.88万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $402.10万 | 1.57% | 10,264 | 4,736 | 85.7% | $185.54万 | 加仓 |
| AMAT | APPLIED MATLS INC | $399.83万 | 1.57% | 11,698 | 11,698 | — | $399.83万 | 新建仓 |
| LLY | ELI LILLY & CO | $383.49万 | 1.50% | 4,169 | 1,023 | 32.5% | $94.10万 | 加仓 |
| MMM | 3M CO | $378.09万 | 1.48% | 26,034 | 4,882 | 23.1% | $70.90万 | 加仓 |
| GOOGL | ALPHABET INC | $366.82万 | 1.44% | 12,756 | 4,058 | 46.7% | $116.70万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $360.76万 | 1.41% | 5,969 | 5,969 | — | $360.76万 | 新建仓 |
| TSLA | TESLA INC | $291.86万 | 1.14% | 7,851 | 1,935 | 32.7% | $71.93万 | 加仓 |
| ADI | ANALOG DEVICES INC | $291.67万 | 1.14% | 9,168 | 9,168 | — | $291.67万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $260.47万 | 1.02% | 7,710 | -3,708 | -32.5% | -$125.27万 | 减仓 |
| GOOG | ALPHABET INC | $252.00万 | 0.99% | 8,785 | 7,072 | 412.8% | $202.86万 | 加仓 |
| GOVT | ISHARES TR | $248.51万 | 0.97% | 108,473 | 10,401 | 10.6% | $23.83万 | 加仓 |
| ASML | ASML HLDG NV | $247.26万 | 0.97% | 1,872 | 1,872 | — | $247.26万 | 新建仓 |
| GEV | GE VERNOVA INC | $246.51万 | 0.96% | 2,824 | -806 | -22.2% | -$70.36万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $245.20万 | 0.96% | 9,065 | 9,065 | — | $245.20万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $232.48万 | 0.91% | 84,662 | -5,586 | -6.2% | -$15.34万 | 减仓 |
| WELL | WELLTOWER INC | $196.79万 | 0.77% | 9,953 | -743 | -6.9% | -$14.69万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $194.87万 | 0.76% | 9,579 | -21,524 | -69.2% | -$437.86万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $191.22万 | 0.75% | 20,715 | -1,388 | -6.3% | -$12.81万 | 减仓 |
| AVGO | BROADCOM INC | $189.94万 | 0.74% | 6,137 | -344 | -5.3% | -$10.65万 | 减仓 |
| KLAC | KLA CORP | $187.89万 | 0.74% | 1,276 | 1,276 | — | $187.89万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $184.66万 | 0.72% | 6,710 | -432 | -6.0% | -$11.89万 | 减仓 |
| APH | AMPHENOL CORP | $176.53万 | 0.69% | 13,971 | 388 | 2.9% | $4.90万 | 加仓 |
| META | META PLATFORMS INC | $176.51万 | 0.69% | 3,085 | -50 | -1.6% | -$2.86万 | 减仓 |
| AZO | AUTOZONE INC | $171.86万 | 0.67% | 509 | -36 | -6.6% | -$12.16万 | 减仓 |
| AAPL | APPLE INC | $164.14万 | 0.64% | 6,467 | 2,418 | 59.7% | $61.37万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $161.44万 | 0.63% | 1,393 | -43 | -3.0% | -$4.98万 | 减仓 |
| PWR | QUANTA SVCS INC | $148.89万 | 0.58% | 2,712 | -348 | -11.4% | -$19.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $143.57万 | 0.56% | 8,232 | -4,218 | -33.9% | -$73.56万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $140.68万 | 0.55% | 4,627 | -208 | -4.3% | -$6.32万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $137.56万 | 0.54% | 5,969 | -1,411 | -19.1% | -$32.52万 | 减仓 |
| SHYG | ISHARES TR | $136.05万 | 0.53% | 32,154 | -1,048 | -3.2% | -$4.43万 | 减仓 |
| SHV | ISHARES TR | $129.77万 | 0.51% | 11,756 | -470 | -3.8% | -$5.19万 | 减仓 |
| TLT | ISHARES TR | $129.45万 | 0.51% | 14,932 | -601 | -3.9% | -$5.21万 | 减仓 |
| NET | CLOUDFLARE INC | $128.90万 | 0.50% | 6,247 | -513 | -7.6% | -$10.59万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $127.14万 | 0.50% | 3,887 | -545 | -12.3% | -$17.83万 | 减仓 |
| EQT | EQT CORP | $126.76万 | 0.50% | 19,919 | -540 | -2.6% | -$3.44万 | 减仓 |
| TER | TERADYNE INC | $125.40万 | 0.49% | 4,230 | 4,230 | — | $125.40万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $125.31万 | 0.49% | 18,683 | -2,502 | -11.8% | -$16.78万 | 减仓 |
| RTX | RTX CORPORATION | $116.53万 | 0.46% | 6,041 | 6,041 | — | $116.53万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $105.33万 | 0.41% | 13,923 | 13,923 | — | $105.33万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $102.93万 | 0.40% | 2,060 | -883 | -30.0% | -$44.12万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $101.00万 | 0.40% | 2,587 | -5,138 | -66.5% | -$200.59万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $97.16万 | 0.38% | 4,208 | 4,208 | — | $97.16万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $94.83万 | 0.37% | 2,866 | 135 | 4.9% | $4.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $94.04万 | 0.37% | 3,197 | 708 | 28.4% | $20.83万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $93.90万 | 0.37% | 45,976 | -1,969 | -4.1% | -$4.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $91.56万 | 0.36% | 6,259 | -26,076 | -80.6% | -$381.44万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $90.58万 | 0.35% | 54,176 | -783 | -1.4% | -$1.31万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $89.84万 | 0.35% | 48,147 | -2,038 | -4.1% | -$3.80万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $86.04万 | 0.34% | 48,940 | 44 | 0.1% | $774 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $84.78万 | 0.33% | 43,408 | -1,407 | -3.1% | -$2.75万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $83.07万 | 0.33% | 42,329 | -548 | -1.3% | -$1.08万 | 减仓 |
| PODD | INSULET CORP | $81.31万 | 0.32% | 3,875 | 192 | 5.2% | $4.03万 | 加仓 |
| MCK | MCKESSON CORP | $79.15万 | 0.31% | 915 | -237 | -20.6% | -$20.50万 | 减仓 |
| — | EXXON MOBIL CORP | $76.47万 | 0.30% | 4,507 | 4,507 | — | $76.47万 | 新建仓 |
| WMB | WILLIAMS COS INC | $76.09万 | 0.30% | 10,455 | -1,728 | -14.2% | -$12.58万 | 减仓 |
| MDB | MONGODB INC | $73.70万 | 0.29% | 3,011 | 3,011 | — | $73.70万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $72.88万 | 0.29% | 5,936 | -239 | -3.9% | -$2.93万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $67.96万 | 0.27% | 2,011 | 2,011 | — | $67.96万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $67.83万 | 0.27% | 11,540 | 11,540 | — | $67.83万 | 新建仓 |
| DE | DEERE & CO | $67.15万 | 0.26% | 1,192 | 1,192 | — | $67.15万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $66.94万 | 0.26% | 2,213 | -7,654 | -77.6% | -$231.52万 | 减仓 |
| FLOT | ISHARES TR | $66.41万 | 0.26% | 13,035 | -613 | -4.5% | -$3.12万 | 减仓 |
| MRK | MERCK & CO INC | $65.97万 | 0.26% | 5,484 | 5,484 | — | $65.97万 | 新建仓 |
| FALN | ISHARES TR | $65.66万 | 0.26% | 24,575 | -875 | -3.4% | -$2.34万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $65.55万 | 0.26% | 1,573 | -161 | -9.3% | -$6.71万 | 减仓 |
| CTAS | CINTAS CORP | $64.66万 | 0.25% | 3,823 | -6,322 | -62.3% | -$106.93万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $64.32万 | 0.25% | 3,448 | 699 | 25.4% | $13.04万 | 加仓 |
| VV | VANGUARD INDEX FDS | $64.13万 | 0.25% | 2,146 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $63.86万 | 0.25% | 713 | -202 | -22.1% | -$18.09万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $63.59万 | 0.25% | 4,563 | 616 | 15.6% | $8.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $63.07万 | 0.25% | 2,580 | 2,580 | — | $63.07万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $59.78万 | 0.23% | 3,277 | -2,268 | -40.9% | -$41.38万 | 减仓 |
| AMGN | AMGEN INC | $58.65万 | 0.23% | 1,667 | 1,667 | — | $58.65万 | 新建仓 |
| FDX | FEDEX CORP | $57.99万 | 0.23% | 1,628 | 1,628 | — | $57.99万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $57.13万 | 0.22% | 24,605 | -1,093 | -4.3% | -$2.54万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $56.58万 | 0.22% | 4,321 | 4,321 | — | $56.58万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $53.41万 | 0.21% | 29,639 | 773 | 2.7% | $1.39万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $53.38万 | 0.21% | 1,128 | 1,128 | — | $53.38万 | 新建仓 |
| DASH | DOORDASH INC | $53.11万 | 0.21% | 3,537 | -5,056 | -58.8% | -$75.92万 | 减仓 |
| CVX | CHEVRON CORPORATION | $51.45万 | 0.20% | 2,487 | 9 | 0.4% | $1,862 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $49.74万 | 0.19% | 7,927 | -11,768 | -59.8% | -$73.84万 | 减仓 |
| IUSB | ISHARES TR | $48.02万 | 0.19% | 10,397 | -60 | -0.6% | -$2,771 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $45.80万 | 0.18% | 4,198 | -2,631 | -38.5% | -$28.70万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $42.09万 | 0.16% | 385 | 385 | — | $42.09万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $42.07万 | 0.16% | 1,679 | 1,679 | — | $42.07万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $41.75万 | 0.16% | 6,839 | 6,839 | — | $41.75万 | 新建仓 |
| PFE | PFIZER INC | $40.82万 | 0.16% | 14,539 | 1,223 | 9.2% | $3.43万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $39.55万 | 0.15% | 5,458 | 5,458 | — | $39.55万 | 新建仓 |