71 West Capital Partners
BOSTON MA · SEC CIK 0002111530
$22.74亿2026Q1 申报市值
313持仓数
61.1%前十大占比 · 第一大 16.5%
59 / 2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
IWF 加仓+$2,815.60万
IWD 加仓+$2,628.29万
XLK 加仓+$990.73万
IEFA 加仓+$901.25万
GOOGL 加仓+$790.19万
2026Q1 卖出最多 按季末市值估算
WDAY 减仓-$377.34万
TTD 减仓-$265.07万
VOO 减仓-$37.05万
PTC 清仓-$21.29万
AZN 清仓-$21.22万
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 |
|---|---|---|---|---|---|---|---|---|
| AMP | AMERIPRISE FINL INC | $35.69万 | 0.02% | 803 | 111 | 16.0% | $4.93万 | 加仓 |
| EOG | EOG RES INC | $35.75万 | 0.02% | 2,473 | 2,473 | — | $35.75万 | 新建仓 |
| D | DOMINION ENERGY INC | $35.79万 | 0.02% | 5,790 | 2,084 | 56.2% | $12.88万 | 加仓 |
| GLD | SPDR GOLD TR | $35.80万 | 0.02% | 832 | 832 | — | $35.80万 | 新建仓 |
| TFC | TRUIST FINL CORP | $35.81万 | 0.02% | 7,790 | 7,790 | — | $35.81万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.39万 | 0.02% | 1,398 | 460 | 49.0% | $11.97万 | 加仓 |
| PCAR | PACCAR INC | $36.50万 | 0.02% | 3,160 | 939 | 42.3% | $10.85万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $36.51万 | 0.02% | 753 | 40 | 5.6% | $1.94万 | 加仓 |
| AON | AON PLC | $37.22万 | 0.02% | 1,153 | 348 | 43.2% | $11.23万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $37.36万 | 0.02% | 5,954 | 1,197 | 25.2% | $7.51万 | 加仓 |
| WSO | WATSCO INC | $37.47万 | 0.02% | 1,030 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $37.47万 | 0.02% | 859 | 102 | 13.5% | $4.45万 | 加仓 |
| OKE | ONEOK INC NEW | $37.48万 | 0.02% | 4,147 | 4,147 | — | $37.48万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $37.72万 | 0.02% | 3,180 | 605 | 23.5% | $7.18万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $37.94万 | 0.02% | 1,322 | 560 | 73.5% | $16.07万 | 加仓 |
| AFL | AFLAC INC | $38.07万 | 0.02% | 3,470 | 565 | 19.4% | $6.20万 | 加仓 |
| GM | GENERAL MTRS CO | $38.51万 | 0.02% | 5,169 | 1,179 | 29.5% | $8.78万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $39.49万 | 0.02% | 1,232 | 312 | 33.9% | $10.00万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.57万 | 0.02% | 10,300 | 10,300 | — | $39.57万 | 新建仓 |
| EQIX | EQUINIX INC | $39.60万 | 0.02% | 404 | 76 | 23.2% | $7.45万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $39.71万 | 0.02% | 1,723 | 213 | 14.1% | $4.91万 | 加仓 |
| CI | THE CIGNA GROUP | $39.75万 | 0.02% | 1,490 | 431 | 40.7% | $11.50万 | 加仓 |
| COR | CENCORA INC | $39.77万 | 0.02% | 1,266 | 157 | 14.2% | $4.93万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $40.50万 | 0.02% | 2,575 | 702 | 37.5% | $11.04万 | 加仓 |
| ALL | ALLSTATE CORP | $40.51万 | 0.02% | 1,954 | 487 | 33.2% | $10.10万 | 加仓 |
| URI | UNITED RENTALS INC | $40.58万 | 0.02% | 557 | 78 | 16.3% | $5.68万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $40.81万 | 0.02% | 6,943 | 1,733 | 33.3% | $10.19万 | 加仓 |
| F | FORD MTR CO | $41.20万 | 0.02% | 35,701 | 5,059 | 16.5% | $5.84万 | 加仓 |
| EMR | EMERSON ELEC CO | $41.74万 | 0.02% | 3,186 | 530 | 20.0% | $6.94万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $41.86万 | 0.02% | 21,400 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $42.20万 | 0.02% | 5,824 | 678 | 13.2% | $4.91万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $42.52万 | 0.02% | 15,486 | 7,172 | 86.3% | $19.69万 | 加仓 |
| DHI | D R HORTON INC | $42.87万 | 0.02% | 3,124 | 927 | 42.2% | $12.72万 | 加仓 |
| — | HEALTH CATALYST INC | $43.12万 | 0.02% | 339,515 | 179,466 | 112.1% | $22.79万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $43.29万 | 0.02% | 1,105 | 224 | 25.4% | $8.78万 | 加仓 |
| QCOM | QUALCOMM INC | $43.33万 | 0.02% | 3,365 | 142 | 4.4% | $1.83万 | 加仓 |
| WMB | WILLIAMS COS INC | $43.94万 | 0.02% | 6,038 | 504 | 9.1% | $3.67万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $44.46万 | 0.02% | 1,462 | 434 | 42.2% | $13.20万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $44.62万 | 0.02% | 1,598 | 275 | 20.8% | $7.68万 | 加仓 |
| WDAY | WORKDAY INC | $45.07万 | 0.02% | 3,469 | -29,044 | -89.3% | -$377.34万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $45.41万 | 0.02% | 3,468 | 655 | 23.3% | $8.58万 | 加仓 |
| NEM | NEWMONT CORP | $45.79万 | 0.02% | 4,230 | 474 | 12.6% | $5.13万 | 加仓 |
| EUSA | ISHARES INC | $46.35万 | 0.02% | 4,554 | 4,554 | — | $46.35万 | 新建仓 |
| BA | BOEING CO | $46.81万 | 0.02% | 2,352 | 640 | 37.4% | $12.74万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $46.97万 | 0.02% | 3,583 | 686 | 23.7% | $8.99万 | 加仓 |
| SBUX | STARBUCKS CORP | $47.54万 | 0.02% | 5,306 | 946 | 21.7% | $8.48万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $48.15万 | 0.02% | 19,185 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $48.51万 | 0.02% | 10,992 | 1,130 | 11.5% | $4.99万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $48.98万 | 0.02% | 448 | 105 | 30.6% | $11.48万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $49.26万 | 0.02% | 117 | 41 | 53.9% | $17.26万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $49.59万 | 0.02% | 2,501 | 186 | 8.0% | $3.69万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $50.27万 | 0.02% | 1,537 | 648 | 72.9% | $21.19万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $50.83万 | 0.02% | 17,703 | 10,384 | 141.9% | $29.81万 | 加仓 |
| DIS | DISNEY WALT CO | $51.64万 | 0.02% | 5,358 | 962 | 21.9% | $9.27万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $52.50万 | 0.02% | 2,523 | 1,176 | 87.3% | $24.47万 | 加仓 |
| VLO | VALERO ENERGY CORP | $52.73万 | 0.02% | 2,134 | 632 | 42.1% | $15.62万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $53.05万 | 0.02% | 1,909 | 164 | 9.4% | $4.56万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $53.16万 | 0.02% | 1,932 | 388 | 25.1% | $10.68万 | 加仓 |
| CMI | CUMMINS INC | $53.32万 | 0.02% | 991 | 145 | 17.1% | $7.80万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $53.35万 | 0.02% | 3,076 | 936 | 43.7% | $16.23万 | 加仓 |
| KR | KROGER CO | $53.50万 | 0.02% | 7,394 | -742 | -9.1% | -$5.37万 | 减仓 |
| INTU | INTUIT | $53.53万 | 0.02% | 1,238 | -9 | -0.7% | -$3,891 | 减仓 |
| TTD | THE TRADE DESK INC | $53.91万 | 0.02% | 23,760 | -116,824 | -83.1% | -$265.07万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $54.23万 | 0.02% | 1,277 | 53 | 4.3% | $2.25万 | 加仓 |
| SO | SOUTHERN CO | $55.02万 | 0.02% | 5,700 | 1,440 | 33.8% | $13.90万 | 加仓 |
| AZN | ASTRAZENECA PLC | $55.84万 | 0.02% | 2,883 | 2,883 | — | $55.84万 | 新建仓 |
| USB | US BANCORP | $55.85万 | 0.02% | 10,738 | 4,121 | 62.3% | $21.43万 | 加仓 |
| IVE | ISHARES TR | $56.17万 | 0.02% | 2,660 | 336 | 14.5% | $7.09万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $56.46万 | 0.02% | 1,301 | 224 | 20.8% | $9.72万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $56.97万 | 0.03% | 835 | 166 | 24.8% | $11.33万 | 加仓 |
| TMUS | T-MOBILE US INC | $57.30万 | 0.03% | 2,728 | 306 | 12.6% | $6.43万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $57.68万 | 0.03% | 1,384 | 71 | 5.4% | $2.96万 | 加仓 |
| PGR | PROGRESSIVE CORP | $57.71万 | 0.03% | 2,911 | 547 | 23.1% | $10.84万 | 加仓 |
| SYK | STRYKER CORPORATION | $57.86万 | 0.03% | 1,761 | 110 | 6.7% | $3.61万 | 加仓 |
| IDXX | IDEXX LABS INC | $57.93万 | 0.03% | 1,031 | 95 | 10.1% | $5.34万 | 加仓 |
| — | WEBSTER FINL CORP | $58.36万 | 0.03% | 8,407 | 8,407 | — | $58.36万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $58.60万 | 0.03% | 11,673 | -171 | -1.4% | -$8,584 | 减仓 |
| DHR | DANAHER CORP DEL | $59.69万 | 0.03% | 3,148 | -51 | -1.6% | -$9,670 | 减仓 |
| ACWI | ISHARES TR | $60.01万 | 0.03% | 4,337 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $61.40万 | 0.03% | 1,332 | 141 | 11.8% | $6.50万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $61.86万 | 0.03% | 5,038 | 656 | 15.0% | $8.05万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $62.27万 | 0.03% | 4,468 | 705 | 18.7% | $9.83万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $62.75万 | 0.03% | 2,320 | 404 | 21.1% | $10.93万 | 加仓 |
| BE | BLOOM ENERGY CORP | $63.14万 | 0.03% | 4,660 | 4,660 | — | $63.14万 | 新建仓 |
| — | HONEYWELL INTL INC | $63.70万 | 0.03% | 2,818 | 659 | 30.5% | $14.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $63.76万 | 0.03% | 1,055 | 142 | 15.6% | $8.58万 | 加仓 |
| VV | VANGUARD INDEX FDS | $65.15万 | 0.03% | 2,180 | 2,180 | — | $65.15万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $66.20万 | 0.03% | 4,536 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $66.33万 | 0.03% | 2,035 | 549 | 36.9% | $17.89万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.78万 | 0.03% | 2,755 | 293 | 11.9% | $7.10万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $67.82万 | 0.03% | 1,433 | 261 | 22.3% | $12.35万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.14万 | 0.03% | 11,235 | 735 | 7.0% | $4.46万 | 加仓 |
| MCK | MCKESSON CORP | $68.80万 | 0.03% | 795 | 107 | 15.6% | $9.26万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $69.57万 | 0.03% | 1,558 | 358 | 29.8% | $15.99万 | 加仓 |
| TXN | TEXAS INSTRS INC | $69.77万 | 0.03% | 3,594 | 816 | 29.4% | $15.84万 | 加仓 |
| MPC | MARATHON PETE CORP | $71.06万 | 0.03% | 2,910 | 859 | 41.9% | $20.98万 | 加仓 |
| HEFA | ISHARES TR | $72.33万 | 0.03% | 17,022 | 17,022 | — | $72.33万 | 新建仓 |
| PWR | QUANTA SVCS INC | $72.53万 | 0.03% | 1,321 | 189 | 16.7% | $10.38万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $73.59万 | 0.03% | 9,799 | 319 | 3.4% | $2.40万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $74.02万 | 0.03% | 8,019 | 3,203 | 66.5% | $29.57万 | 加仓 |