21 West Wealth Management LLC
TUSTIN CA · SEC CIK 0002067541
$1.17亿2026Q2 申报市值
65持仓数
44.1%前十大占比 · 第一大 7.3%
3 / 2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
AMD 新建仓+$50.89万
MRVL 新建仓+$34.20万
JMUB 加仓+$31.68万
GS 新建仓+$22.76万
CMF 加仓+$17.07万
2026Q2 卖出最多 按季末市值估算
JSCP 减仓-$39.38万
JEPI 减仓-$26.30万
BSV 清仓-$23.71万
COST 清仓-$20.23万
JEPQ 减仓-$11.67万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $855.97万 | 7.31% | 12,463 | 182 | 1.5% | $12.50万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $808.61万 | 6.91% | 159,631 | 6,255 | 4.1% | $31.68万 | 加仓 |
| MUB | ISHARES TR | $616.02万 | 5.26% | 57,240 | -204 | -0.4% | -$2.20万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $531.68万 | 4.54% | 86,508 | -1,899 | -2.1% | -$11.67万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $473.09万 | 4.04% | 57,240 | 1,300 | 2.3% | $10.74万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $433.51万 | 3.70% | 76,754 | -4,657 | -5.7% | -$26.30万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $366.17万 | 3.13% | 15,475 | 68 | 0.4% | $1.61万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $362.05万 | 3.09% | 76,794 | -8,352 | -9.8% | -$39.38万 | 减仓 |
| BOND | PIMCO ETF TR | $357.55万 | 3.05% | 38,776 | 214 | 0.6% | $1.97万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $356.93万 | 3.05% | 78,463 | 421 | 0.5% | $1.92万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $350.73万 | 3.00% | 69,603 | -1,968 | -2.7% | -$9.92万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $350.06万 | 2.99% | 42,721 | 871 | 2.1% | $7.14万 | 加仓 |
| CMF | ISHARES TR | $304.81万 | 2.60% | 52,882 | 2,961 | 5.9% | $17.07万 | 加仓 |
| VO | VANGUARD INDEX FDS | $297.13万 | 2.54% | 36,879 | 71 | 0.2% | $5,720 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $296.97万 | 2.54% | 31,802 | 46 | 0.1% | $4,295 | 加仓 |
| SPMD | SPDR SERIES TRUST | $285.36万 | 2.44% | 42,238 | -156 | -0.4% | -$1.05万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $252.94万 | 2.16% | 26,344 | -188 | -0.7% | -$1.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $251.59万 | 2.15% | 12,574 | -4 | -0.0% | -$800 | 减仓 |
| IVV | ISHARES TR | $237.25万 | 2.03% | 3,168 | -68 | -2.1% | -$5.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $229.18万 | 1.96% | 3,069 | -14 | -0.5% | -$1.05万 | 减仓 |
| VB | VANGUARD INDEX FDS | $211.46万 | 1.81% | 6,976 | -45 | -0.6% | -$1.36万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $210.85万 | 1.80% | 36,561 | -659 | -1.8% | -$3.80万 | 减仓 |
| STIP | ISHARES TR | $202.06万 | 1.73% | 19,779 | 1,559 | 8.6% | $15.93万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $199.72万 | 1.71% | 12,638 | -510 | -3.9% | -$8.06万 | 减仓 |
| IJH | ISHARES TR | $184.42万 | 1.58% | 23,916 | -20 | -0.1% | -$1,542 | 减仓 |
| AAPL | APPLE INC | $168.81万 | 1.44% | 5,834 | -1 | -0.0% | -$289 | 减仓 |
| ONEV | SPDR SERIES TRUST | $161.69万 | 1.38% | 11,302 | -21 | -0.2% | -$3,004 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $159.01万 | 1.36% | 30,473 | -29 | -0.1% | -$1,513 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $133.98万 | 1.14% | 33,765 | -921 | -2.7% | -$3.65万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $131.09万 | 1.12% | 44,741 | 27 | 0.1% | $791 | 加仓 |
| SHYG | ISHARES TR | $123.29万 | 1.05% | 29,071 | 577 | 2.0% | $2.45万 | 加仓 |
| EFA | ISHARES TR | $112.67万 | 0.96% | 10,846 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $109.75万 | 0.94% | 10,728 | -1,027 | -8.7% | -$10.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $103.92万 | 0.89% | 2,786 | 5 | 0.2% | $1,865 | 加仓 |
| GOOG | ALPHABET INC | $89.00万 | 0.76% | 2,519 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $82.41万 | 0.70% | 2,306 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $81.54万 | 0.70% | 3,421 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $80.29万 | 0.69% | 9,759 | -272 | -2.7% | -$2.24万 | 减仓 |
| IJR | ISHARES TR | $78.17万 | 0.67% | 5,271 | -15 | -0.3% | -$2,225 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $69.26万 | 0.59% | 600 | -15 | -2.4% | -$1.73万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $67.09万 | 0.57% | 16,653 | 220 | 1.3% | $8,864 | 加仓 |
| IJK | ISHARES TR | $63.50万 | 0.54% | 5,404 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $60.95万 | 0.52% | 1,862 | -6 | -0.3% | -$1,964 | 减仓 |
| IWS | ISHARES TR | $56.33万 | 0.48% | 3,422 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.41万 | 0.46% | 7,637 | -24 | -0.3% | -$1,710 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.89万 | 0.43% | 876 | 876 | — | $50.89万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $49.81万 | 0.43% | 689 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $45.67万 | 0.39% | 8,472 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $43.44万 | 0.37% | 2,432 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $43.14万 | 0.37% | 1,142 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $42.10万 | 0.36% | 351 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $40.28万 | 0.34% | 715 | 9 | 1.3% | $5,070 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.18万 | 0.31% | 723 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $34.27万 | 0.29% | 999 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $34.20万 | 0.29% | 1,148 | 1,148 | — | $34.20万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $32.03万 | 0.27% | 3,322 | 42 | 1.3% | $4,050 | 加仓 |
| ABBV | ABBVIE INC | $31.71万 | 0.27% | 1,260 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $31.06万 | 0.27% | 3,138 | 57 | 1.9% | $5,642 | 加仓 |
| ETN | EATON CORP PLC | $30.30万 | 0.26% | 711 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $29.97万 | 0.26% | 7,101 | 130 | 1.9% | $5,487 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.67万 | 0.23% | 543 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $25.03万 | 0.21% | 5,347 | 118 | 2.3% | $5,524 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $22.76万 | 0.19% | 225 | 225 | — | $22.76万 | 新建仓 |
| BAC | BANK OF AMER CORP | $21.26万 | 0.18% | 3,731 | 0 | 0.0% | — | 重新持有 |
| WMT | WALMART INC | $21.25万 | 0.18% | 1,876 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,024 | -100.0% | -$23.71万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -203 | -100.0% | -$20.23万 | 清仓 |