21 West Wealth Management LLC
TUSTIN CA · SEC CIK 0002067541
$1.08亿2026Q1 申报市值
63持仓数
46.2%前十大占比 · 第一大 7.1%
3 / 1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
JSCP 加仓+$79.56万
VCIT 加仓+$28.78万
VMBS 新建仓+$24.55万
AMAT 新建仓+$23.55万
COST 新建仓+$20.23万
2026Q1 卖出最多 按季末市值估算
VIG 减仓-$51.23万
JEPQ 减仓-$48.02万
VDC 清仓-$27.27万
JEPI 减仓-$27.13万
VYM 减仓-$21.93万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| JMUB | J P MORGAN EXCHANGE TRADED F | $766.73万 | 7.12% | 153,376 | 3,573 | 2.4% | $17.86万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $733.85万 | 6.82% | 12,281 | 186 | 1.5% | $11.11万 | 加仓 |
| MUB | ISHARES TR | $609.77万 | 5.66% | 57,444 | -321 | -0.6% | -$3.41万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $490.84万 | 4.56% | 88,407 | -8,649 | -8.9% | -$48.02万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $462.90万 | 4.30% | 55,940 | 3,478 | 6.6% | $28.78万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $461.44万 | 4.29% | 81,411 | -4,787 | -5.6% | -$27.13万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $402.74万 | 3.74% | 85,146 | 16,820 | 24.6% | $79.56万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $356.03万 | 3.31% | 78,042 | 3,464 | 4.6% | $15.80万 | 加仓 |
| BOND | PIMCO ETF TR | $355.85万 | 3.31% | 38,562 | 1,527 | 4.1% | $14.09万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $331.34万 | 3.08% | 15,407 | -2,382 | -13.4% | -$51.23万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $326.72万 | 3.03% | 71,571 | -1,450 | -2.0% | -$6.62万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $296.76万 | 2.76% | 41,850 | 664 | 1.6% | $4.71万 | 加仓 |
| CMF | ISHARES TR | $283.85万 | 2.64% | 49,921 | 797 | 1.6% | $4.53万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $280.91万 | 2.61% | 31,756 | 269 | 0.9% | $2.38万 | 加仓 |
| VO | VANGUARD INDEX FDS | $264.26万 | 2.45% | 9,202 | 6 | 0.1% | $1,723 | 加仓 |
| SPMD | SPDR SERIES TRUST | $251.06万 | 2.33% | 42,394 | -1,025 | -2.4% | -$6.07万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $247.46万 | 2.30% | 26,532 | -885 | -3.2% | -$8.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $219.36万 | 2.04% | 12,578 | -210 | -1.6% | -$3.66万 | 减仓 |
| IVV | ISHARES TR | $211.38万 | 1.96% | 3,236 | -29 | -0.9% | -$1.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $200.50万 | 1.86% | 3,083 | -37 | -1.2% | -$2.41万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $194.72万 | 1.81% | 13,148 | -1,481 | -10.1% | -$21.93万 | 减仓 |
| STIP | ISHARES TR | $188.45万 | 1.75% | 18,220 | -706 | -3.7% | -$7.30万 | 减仓 |
| VB | VANGUARD INDEX FDS | $183.89万 | 1.71% | 7,021 | -94 | -1.3% | -$2.46万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $179.85万 | 1.67% | 37,220 | -1,015 | -2.7% | -$4.90万 | 减仓 |
| IJH | ISHARES TR | $161.64万 | 1.50% | 23,936 | 0 | 0.0% | — | 不变 |
| ONEV | SPDR SERIES TRUST | $151.92万 | 1.41% | 11,323 | -69 | -0.6% | -$9,258 | 减仓 |
| AAPL | APPLE INC | $148.09万 | 1.38% | 5,835 | -46 | -0.8% | -$1.17万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $146.62万 | 1.36% | 30,502 | 674 | 2.3% | $3.24万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $132.71万 | 1.23% | 34,686 | -2,321 | -6.3% | -$8.88万 | 减仓 |
| SHYG | ISHARES TR | $120.56万 | 1.12% | 28,494 | 420 | 1.5% | $1.78万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $120.33万 | 1.12% | 44,714 | 1,237 | 2.8% | $3.33万 | 加仓 |
| EFA | ISHARES TR | $105.35万 | 0.98% | 10,846 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $102.94万 | 0.96% | 2,781 | -27 | -1.0% | -$9,995 | 减仓 |
| EMXC | ISHARES INC | $92.46万 | 0.86% | 11,755 | -810 | -6.4% | -$6.37万 | 减仓 |
| SCZ | ISHARES TR | $78.65万 | 0.73% | 10,031 | -271 | -2.6% | -$2.12万 | 减仓 |
| GOOG | ALPHABET INC | $72.26万 | 0.67% | 2,519 | 15 | 0.6% | $4,303 | 加仓 |
| AMZN | AMAZON COM INC | $71.25万 | 0.66% | 3,421 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $66.31万 | 0.62% | 2,306 | 4 | 0.2% | $1,150 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $65.96万 | 0.61% | 16,433 | 599 | 3.8% | $2.40万 | 加仓 |
| IJR | ISHARES TR | $65.71万 | 0.61% | 5,286 | -150 | -2.8% | -$1.86万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $54.95万 | 0.51% | 1,868 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $54.38万 | 0.51% | 5,404 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $49.87万 | 0.46% | 3,422 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $49.09万 | 0.46% | 7,661 | -30 | -0.4% | -$1,922 | 减仓 |
| NYF | ISHARES TR | $45.00万 | 0.42% | 8,472 | 1,761 | 26.2% | $9.35万 | 加仓 |
| META | META PLATFORMS INC | $40.39万 | 0.38% | 706 | -5 | -0.7% | -$2,861 | 减仓 |
| AVGO | BROADCOM INC | $35.35万 | 0.33% | 1,142 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $35.19万 | 0.33% | 2,432 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.65万 | 0.32% | 723 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $32.28万 | 0.30% | 351 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $30.59万 | 0.28% | 3,081 | 528 | 20.7% | $5.24万 | 加仓 |
| V | VISA INC | $30.19万 | 0.28% | 999 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $29.43万 | 0.27% | 6,971 | 1,073 | 18.2% | $4.53万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $29.09万 | 0.27% | 3,280 | 221 | 7.2% | $1.96万 | 加仓 |
| ABBV | ABBVIE INC | $27.40万 | 0.25% | 1,260 | -4 | -0.3% | -$870 | 减仓 |
| ETN | EATON CORP PLC | $25.43万 | 0.24% | 711 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $24.55万 | 0.23% | 5,229 | 5,229 | — | $24.55万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $23.71万 | 0.22% | 3,024 | -760 | -20.1% | -$5.96万 | 减仓 |
| AMAT | APPLIED MATLS INC | $23.55万 | 0.22% | 689 | 689 | — | $23.55万 | 新建仓 |
| WMT | WALMART INC | $23.31万 | 0.22% | 1,876 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $22.63万 | 0.21% | 543 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $20.78万 | 0.19% | 615 | -240 | -28.1% | -$8.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.23万 | 0.19% | 203 | 203 | — | $20.23万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,291 | -100.0% | -$27.27万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |