71 West Capital Partners
BOSTON MA · SEC CIK 0002111530
$28.92亿2026Q2 申报市值
382持仓数
58.3%前十大占比 · 第一大 15.0%
76 / 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
IEFA 加仓+$1,806.01万
NVDA 加仓+$1,159.98万
IWD 加仓+$1,025.94万
AAPL 加仓+$1,011.83万
SPY 加仓+$905.31万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$340.77万
IWF 减仓-$179.55万
SPYG 减仓-$118.07万
ITOT 减仓-$64.49万
TTD 清仓-$53.91万
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 |
|---|---|---|---|---|---|---|---|---|
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $34.67万 | 0.01% | 1,387 | 1,387 | — | $34.67万 | 新建仓 |
| AZO | AUTOZONE INC | $35.47万 | 0.01% | 111 | 48 | 76.2% | $15.34万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $36.20万 | 0.01% | 936 | 168 | 21.9% | $6.50万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $36.26万 | 0.01% | 8,496 | 2,542 | 42.7% | $10.85万 | 加仓 |
| SAP | SAP SE | $36.32万 | 0.01% | 2,357 | 2,357 | — | $36.32万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $36.80万 | 0.01% | 1,603 | 605 | 60.6% | $13.89万 | 加仓 |
| SLB | SLB LIMITED | $37.17万 | 0.01% | 7,995 | 2,198 | 37.9% | $10.22万 | 加仓 |
| MSCI | MSCI INC | $37.41万 | 0.01% | 668 | 97 | 17.0% | $5.43万 | 加仓 |
| SRE | SEMPRA | $37.71万 | 0.01% | 4,068 | 1,432 | 54.3% | $13.28万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $37.87万 | 0.01% | 1,713 | 1,713 | — | $37.87万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $38.02万 | 0.01% | 2,796 | 410 | 17.2% | $5.58万 | 加仓 |
| HON | HONEYWELL INTL INC | $38.33万 | 0.01% | 1,712 | -1,106 | -39.2% | -$24.76万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $38.40万 | 0.01% | 2,891 | 2,891 | — | $38.40万 | 新建仓 |
| IYW | ISHARES TR | $38.79万 | 0.01% | 1,538 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $38.82万 | 0.01% | 2,097 | 804 | 62.2% | $14.89万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $38.85万 | 0.01% | 6,291 | 6,291 | — | $38.85万 | 新建仓 |
| HUM | HUMANA INC | $39.25万 | 0.01% | 988 | 988 | — | $39.25万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $39.31万 | 0.01% | 21,400 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $39.31万 | 0.01% | 763 | -104 | -12.0% | -$5.36万 | 重新持有 |
| MET | METLIFE INC | $39.56万 | 0.01% | 4,675 | 1,257 | 36.8% | $10.64万 | 加仓 |
| — | ELECTRONIC ARTS INC | $39.61万 | 0.01% | 1,932 | 519 | 36.7% | $10.64万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $39.67万 | 0.01% | 864 | 111 | 14.7% | $5.10万 | 加仓 |
| EOG | EOG RES INC | $39.78万 | 0.01% | 3,066 | 593 | 24.0% | $7.69万 | 加仓 |
| PSX | PHILLIPS 66 | $39.98万 | 0.01% | 2,365 | 779 | 49.1% | $13.17万 | 加仓 |
| CTVA | CORTEVA INC | $40.08万 | 0.01% | 4,732 | 1,071 | 29.3% | $9.07万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $40.38万 | 0.01% | 1,895 | 758 | 66.7% | $16.15万 | 加仓 |
| CBRE | CBRE GROUP INC | $40.96万 | 0.01% | 3,041 | 1,055 | 53.1% | $14.21万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $41.06万 | 0.01% | 1,173 | 182 | 18.4% | $6.37万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $41.11万 | 0.01% | 1,463 | -57 | -3.8% | -$1.60万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $41.17万 | 0.01% | 9,126 | 9,126 | — | $41.17万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $41.19万 | 0.01% | 1,673 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $41.58万 | 0.01% | 1,328 | 584 | 78.5% | $18.29万 | 加仓 |
| PHM | PULTE GROUP INC | $41.93万 | 0.01% | 3,056 | 882 | 40.6% | $12.10万 | 加仓 |
| TGT | TARGET CORP | $41.98万 | 0.01% | 3,214 | 1,057 | 49.0% | $13.81万 | 加仓 |
| CTAS | CINTAS CORP | $42.03万 | 0.01% | 2,471 | 807 | 48.5% | $13.73万 | 加仓 |
| AME | AMETEK INC | $42.24万 | 0.01% | 1,746 | 409 | 30.6% | $9.90万 | 加仓 |
| ROST | ROSS STORES INC | $42.29万 | 0.01% | 1,987 | 372 | 23.0% | $7.92万 | 加仓 |
| SYY | SYSCO CORP | $42.38万 | 0.01% | 5,071 | 733 | 16.9% | $6.13万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $42.44万 | 0.01% | 2,318 | 2,318 | — | $42.44万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $42.58万 | 0.01% | 3,459 | 884 | 34.3% | $10.88万 | 加仓 |
| WSO | WATSCO INC | $42.92万 | 0.01% | 1,030 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $43.38万 | 0.01% | 6,191 | 1,514 | 32.4% | $10.61万 | 加仓 |
| BX | BLACKSTONE INC | $44.13万 | 0.02% | 3,750 | 1,244 | 49.6% | $14.64万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $44.36万 | 0.02% | 10,736 | 5,449 | 103.1% | $22.52万 | 加仓 |
| XYZ | BLOCK INC | $44.42万 | 0.02% | 5,845 | 5,845 | — | $44.42万 | 新建仓 |
| MMM | 3M CO | $44.65万 | 0.02% | 2,758 | 1,214 | 78.6% | $19.66万 | 加仓 |
| ECL | ECOLAB INC | $44.69万 | 0.02% | 1,604 | 359 | 28.8% | $10.00万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $44.76万 | 0.02% | 4,982 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $44.90万 | 0.02% | 907 | 194 | 27.2% | $9.60万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $44.95万 | 0.02% | 6,128 | 1,622 | 36.0% | $11.90万 | 加仓 |
| TTE | TOTALENERGIES SE | $45.16万 | 0.02% | 5,807 | 3,466 | 148.1% | $26.96万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $45.20万 | 0.02% | 1,820 | 222 | 13.9% | $5.51万 | 加仓 |
| SSO | PROSHARES TR | $45.76万 | 0.02% | 6,791 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $46.27万 | 0.02% | 5,047 | 1,165 | 30.0% | $10.68万 | 加仓 |
| INTU | INTUIT | $46.30万 | 0.02% | 1,774 | 536 | 43.3% | $13.99万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $46.55万 | 0.02% | 5,588 | 5,588 | — | $46.55万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $46.58万 | 0.02% | 1,315 | 317 | 31.8% | $11.23万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $46.60万 | 0.02% | 6,252 | 2,337 | 59.7% | $17.42万 | 加仓 |
| D | DOMINION ENERGY INC | $46.99万 | 0.02% | 6,881 | 1,091 | 18.8% | $7.45万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $47.48万 | 0.02% | 4,066 | 1,258 | 44.8% | $14.69万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $47.71万 | 0.02% | 1,040 | 237 | 29.5% | $10.87万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $48.10万 | 0.02% | 20,397 | 7,986 | 64.3% | $18.83万 | 加仓 |
| OKE | ONEOK INC NEW | $48.23万 | 0.02% | 5,548 | 1,401 | 33.8% | $12.18万 | 加仓 |
| AFL | AFLAC INC | $48.27万 | 0.02% | 4,117 | 647 | 18.6% | $7.59万 | 加仓 |
| COR | CENCORA INC | $48.39万 | 0.02% | 1,710 | 444 | 35.1% | $12.56万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $48.54万 | 0.02% | 19,773 | 2,070 | 11.7% | $5.08万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $49.10万 | 0.02% | 2,267 | 1,219 | 116.3% | $26.40万 | 加仓 |
| FAST | FASTENAL CO | $49.52万 | 0.02% | 10,311 | 3,487 | 51.1% | $16.75万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $49.56万 | 0.02% | 4,189 | 2,547 | 155.1% | $30.13万 | 重新持有 |
| DAL | DELTA AIR LINES INC | $50.53万 | 0.02% | 5,395 | 2,092 | 63.3% | $19.59万 | 加仓 |
| SNPS | SYNOPSYS INC | $50.99万 | 0.02% | 1,143 | 417 | 57.4% | $18.60万 | 加仓 |
| MO | ALTRIA GROUP INC | $51.31万 | 0.02% | 7,132 | 1,960 | 37.9% | $14.10万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $51.68万 | 0.02% | 388 | 107 | 38.1% | $14.25万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.85万 | 0.02% | 1,018 | 183 | 21.9% | $9.32万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $51.96万 | 0.02% | 1,921 | 523 | 37.4% | $14.15万 | 加仓 |
| PCAR | PACCAR INC | $52.35万 | 0.02% | 4,358 | 1,198 | 37.9% | $14.39万 | 加仓 |
| EBAY | EBAY INC. | $52.66万 | 0.02% | 4,712 | 4,712 | — | $52.66万 | 新建仓 |
| KR | KROGER CO | $53.34万 | 0.02% | 9,606 | 2,212 | 29.9% | $12.28万 | 加仓 |
| CI | THE CIGNA GROUP | $54.58万 | 0.02% | 1,980 | 490 | 32.9% | $13.51万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $54.90万 | 0.02% | 1,745 | 423 | 32.0% | $13.31万 | 加仓 |
| DIS | DISNEY WALT CO | $55.01万 | 0.02% | 5,715 | 357 | 6.7% | $3.44万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $55.56万 | 0.02% | 19,185 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $56.03万 | 0.02% | 2,514 | 1,073 | 74.5% | $23.92万 | 加仓 |
| GWW | WW GRAINGER INC | $56.59万 | 0.02% | 416 | 100 | 31.6% | $13.60万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $56.90万 | 0.02% | 1,910 | 1,910 | — | $56.90万 | 新建仓 |
| STT | STATE STR CORP | $57.27万 | 0.02% | 3,377 | 1,305 | 63.0% | $22.13万 | 加仓 |
| GM | GENERAL MTRS CO | $57.68万 | 0.02% | 7,483 | 2,314 | 44.8% | $17.84万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $58.21万 | 0.02% | 3,984 | 1,288 | 47.8% | $18.82万 | 加仓 |
| NEM | NEWMONT CORP | $58.38万 | 0.02% | 6,250 | 2,020 | 47.8% | $18.87万 | 加仓 |
| CSX | CSX CORP | $60.03万 | 0.02% | 12,629 | 5,268 | 71.6% | $25.04万 | 加仓 |
| ALL | ALLSTATE CORP | $60.32万 | 0.02% | 2,535 | 581 | 29.7% | $13.82万 | 加仓 |
| IVE | ISHARES TR | $60.40万 | 0.02% | 2,660 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $60.59万 | 0.02% | 1,151 | 120 | 11.6% | $6.32万 | 加仓 |
| WMB | WILLIAMS COS INC | $60.64万 | 0.02% | 8,157 | 2,119 | 35.1% | $15.75万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $61.56万 | 0.02% | 21,332 | 1,332 | 6.7% | $3.84万 | 加仓 |
| F | FORD MTR CO | $61.61万 | 0.02% | 44,324 | 8,623 | 24.2% | $11.99万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $61.73万 | 0.02% | 1,870 | 854 | 84.1% | $28.19万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $61.95万 | 0.02% | 3,717 | 641 | 20.8% | $10.68万 | 加仓 |
| TMUS | T-MOBILE US INC | $62.21万 | 0.02% | 3,709 | 981 | 36.0% | $16.45万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $62.46万 | 0.02% | 23,428 | 7,942 | 51.3% | $21.17万 | 加仓 |