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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $4.35亿 | 15.05% | 3,504,688 | -14,460 | -0.4% | -$179.55万 | 减仓 |
| IWD | ISHARES TR | $3.17亿 | 10.95% | 1,306,647 | 42,319 | 3.3% | $1,025.94万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.84亿 | 6.35% | 843,239 | -1,935 | -0.2% | -$42.17万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1.71亿 | 5.90% | 895,570 | 18,394 | 2.1% | $350.44万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1.30亿 | 4.48% | 1,085,047 | 1,807 | 0.2% | $21.60万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.21亿 | 4.19% | 1,407,442 | -39,560 | -2.7% | -$340.77万 | 减仓 |
| AAPL | APPLE INC | $1.05亿 | 3.64% | 364,276 | 34,968 | 10.6% | $1,011.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9,620.55万 | 3.33% | 480,811 | 57,973 | 13.7% | $1,159.98万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $6,520.60万 | 2.25% | 1,072,643 | -6,539 | -0.6% | -$39.75万 | 减仓 |
| IEFA | ISHARES TR | $6,344.28万 | 2.19% | 656,894 | 186,996 | 39.8% | $1,806.01万 | 加仓 |
| GOOGL | ALPHABET INC | $5,351.44万 | 1.85% | 149,745 | 14,134 | 10.4% | $505.11万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $5,238.87万 | 1.81% | 440,278 | -9,923 | -2.2% | -$118.07万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,214.10万 | 1.80% | 69,822 | 12,123 | 21.0% | $905.31万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,149.78万 | 1.78% | 107,833 | 432 | 0.4% | $20.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,461.93万 | 1.54% | 136,313 | 7,285 | 5.6% | $238.46万 | 加仓 |
| ASML | ASML HLDG NV | $3,534.44万 | 1.22% | 17,766 | 215 | 1.2% | $42.77万 | 加仓 |
| BAC | BANK OF AMER CORP | $3,451.73万 | 1.19% | 605,779 | 18,695 | 3.2% | $106.52万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,218.24万 | 1.11% | 42,171 | 534 | 1.3% | $40.75万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,148.67万 | 1.09% | 441,918 | -4,483 | -1.0% | -$31.94万 | 减仓 |
| RTX | RTX CORPORATION | $3,121.93万 | 1.08% | 164,546 | 3,830 | 2.4% | $72.67万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,116.93万 | 1.08% | 62,290 | 7,314 | 13.3% | $365.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,090.96万 | 1.07% | 82,863 | 16,991 | 25.8% | $633.80万 | 加仓 |
| EFA | ISHARES TR | $2,963.09万 | 1.02% | 285,242 | 1,761 | 0.6% | $18.29万 | 加仓 |
| AMZN | AMAZON COM INC | $2,936.73万 | 1.02% | 123,216 | 14,651 | 13.5% | $349.19万 | 加仓 |
| GOOG | ALPHABET INC | $2,674.32万 | 0.92% | 75,689 | 13,333 | 21.4% | $471.09万 | 加仓 |
| DDOG | DATADOG INC | $2,276.43万 | 0.79% | 87,434 | 1,605 | 1.9% | $41.79万 | 加仓 |
| BLK | BLACKROCK INC | $2,225.82万 | 0.77% | 23,148 | 714 | 3.2% | $68.66万 | 加仓 |
| META | META PLATFORMS INC | $2,217.05万 | 0.77% | 39,359 | 5,071 | 14.8% | $285.64万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,177.72万 | 0.75% | 63,859 | 1,895 | 3.1% | $64.62万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,140.95万 | 0.74% | 51,511 | 3,450 | 7.2% | $143.39万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,138.07万 | 0.74% | 41,629 | 2,405 | 6.1% | $123.52万 | 加仓 |
| AVGO | BROADCOM INC | $1,985.53万 | 0.69% | 52,562 | 13,878 | 35.9% | $524.24万 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $1,847.31万 | 0.64% | 907,322 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,843.20万 | 0.64% | 82,304 | 3,140 | 4.0% | $70.32万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,752.64万 | 0.61% | 43,035 | 1,118 | 2.7% | $45.53万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,588.87万 | 0.55% | 124,315 | -452 | -0.4% | -$5.78万 | 减仓 |
| FER | FERROVIAL NV | $1,450.89万 | 0.50% | 211,595 | 6,333 | 3.1% | $43.42万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,387.57万 | 0.48% | 130,521 | 1,888 | 1.5% | $20.07万 | 加仓 |
| ITOT | ISHARES TR | $1,052.92万 | 0.36% | 64,097 | -3,926 | -5.8% | -$64.49万 | 减仓 |
| T | AT&T INC | $1,043.94万 | 0.36% | 504,318 | 27,542 | 5.8% | $57.01万 | 加仓 |
| NU | NU HLDGS LTD | $948.08万 | 0.33% | 709,637 | 10,150 | 1.5% | $13.56万 | 加仓 |
| TSLA | TESLA INC | $856.80万 | 0.30% | 20,371 | 6,270 | 44.5% | $263.72万 | 加仓 |
| LLY | ELI LILLY & CO | $710.30万 | 0.25% | 5,922 | 1,959 | 49.4% | $234.97万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $690.27万 | 0.24% | 5,980 | 2,247 | 60.2% | $259.37万 | 加仓 |
| NOW | SERVICENOW INC | $676.54万 | 0.23% | 68,145 | -895 | -1.3% | -$8.89万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $671.53万 | 0.23% | 11,560 | 3,677 | 46.6% | $213.60万 | 加仓 |
| CRM | SALESFORCE INC | $608.28万 | 0.21% | 38,828 | 1,410 | 3.8% | $22.09万 | 加仓 |
| IVW | ISHARES TR | $567.35万 | 0.20% | 41,253 | 32,545 | 373.7% | $447.59万 | 加仓 |
| NFLX | NETFLIX INC. | $556.70万 | 0.19% | 77,969 | 14,976 | 23.8% | $106.93万 | 加仓 |
| V | VISA INC | $536.73万 | 0.19% | 15,644 | 4,972 | 46.6% | $170.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $499.15万 | 0.17% | 11,519 | 3,369 | 41.3% | $145.99万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.16% | 6 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $443.99万 | 0.15% | 6,141 | 1,733 | 39.3% | $125.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $442.31万 | 0.15% | 6,440 | 1,114 | 20.9% | $76.51万 | 加仓 |
| CAT | CATERPILLAR INC | $441.40万 | 0.15% | 4,145 | 1,169 | 39.3% | $124.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $433.15万 | 0.15% | 37,126 | 3,521 | 10.5% | $41.08万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $427.58万 | 0.15% | 27,057 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $414.16万 | 0.14% | 13,727 | 4,297 | 45.6% | $129.64万 | 加仓 |
| — | EXXON MOBIL CORP | $410.21万 | 0.14% | 30,004 | 9,735 | 48.0% | $133.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $399.55万 | 0.14% | 15,732 | 5,867 | 59.5% | $149.00万 | 加仓 |
| QQQ | INVESCO QQQ TR | $394.34万 | 0.14% | 5,355 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $360.82万 | 0.12% | 9,862 | 2,864 | 40.9% | $104.79万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $354.47万 | 0.12% | 120,444 | -554 | -0.5% | -$1.63万 | 减仓 |
| GE | GE AEROSPACE | $350.63万 | 0.12% | 9,382 | 4,986 | 113.4% | $186.34万 | 加仓 |
| WMT | WALMART INC | $343.77万 | 0.12% | 30,352 | 10,604 | 53.7% | $120.10万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $335.55万 | 0.12% | 3,587 | 868 | 31.9% | $81.20万 | 加仓 |
| HD | HOME DEPOT INC | $326.86万 | 0.11% | 9,268 | 3,394 | 57.8% | $119.70万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $324.65万 | 0.11% | 3,210 | 617 | 23.8% | $62.40万 | 加仓 |
| ABBV | ABBVIE INC | $315.93万 | 0.11% | 12,555 | 3,901 | 45.1% | $98.16万 | 加仓 |
| CSCO | CISCO SYS INC | $312.26万 | 0.11% | 26,584 | 7,383 | 38.5% | $86.72万 | 加仓 |
| MS | MORGAN STANLEY | $307.25万 | 0.11% | 14,698 | 3,917 | 36.3% | $81.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $300.55万 | 0.10% | 8,122 | 111 | 1.4% | $4.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $294.40万 | 0.10% | 12,442 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $292.57万 | 0.10% | 20,953 | 9,961 | 90.6% | $139.09万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $291.65万 | 0.10% | 40,417 | 207 | 0.5% | $1.49万 | 加仓 |
| LIN | LINDE PLC | $266.48万 | 0.09% | 5,135 | 1,560 | 43.6% | $80.95万 | 加仓 |
| GEV | GE VERNOVA INC | $262.11万 | 0.09% | 2,231 | 1,162 | 108.7% | $136.52万 | 加仓 |
| TER | TERADYNE INC | $239.40万 | 0.08% | 4,948 | 76 | 1.6% | $3.68万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $231.00万 | 0.08% | 15,753 | 7,195 | 84.1% | $105.51万 | 加仓 |
| APH | AMPHENOL CORP | $210.54万 | 0.07% | 11,941 | 5,454 | 84.1% | $96.16万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $208.91万 | 0.07% | 24,953 | 453 | 1.8% | $3.79万 | 加仓 |
| MRK | MERCK & CO INC | $206.35万 | 0.07% | 16,058 | 5,071 | 46.2% | $65.16万 | 加仓 |
| TJX | TJX COS INC NEW | $205.98万 | 0.07% | 13,596 | 1,760 | 14.9% | $26.66万 | 加仓 |
| GLW | CORNING INC | $199.64万 | 0.07% | 7,816 | 1,037 | 15.3% | $26.49万 | 加仓 |
| WFC | WELLS FARGO & CO | $199.44万 | 0.07% | 24,134 | 8,627 | 55.6% | $71.29万 | 加仓 |
| ORCL | ORACLE CORP | $196.14万 | 0.07% | 13,384 | 3,553 | 36.1% | $52.07万 | 加仓 |
| ETN | EATON CORP PLC | $194.86万 | 0.07% | 4,573 | 1,863 | 68.7% | $79.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $192.77万 | 0.07% | 11,630 | 2,219 | 23.6% | $36.78万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $181.57万 | 0.06% | 5,423 | 198 | 3.8% | $6.63万 | 加仓 |
| AMLP | ALPS ETF TR | $181.10万 | 0.06% | 34,928 | 20 | 0.1% | $1,037 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $177.19万 | 0.06% | 6,416 | 3,652 | 132.1% | $100.86万 | 加仓 |
| IJH | ISHARES TR | $176.84万 | 0.06% | 22,933 | -242 | -1.0% | -$1.87万 | 减仓 |
| BE | BLOOM ENERGY CORP | $174.75万 | 0.06% | 5,773 | 1,113 | 23.9% | $33.69万 | 加仓 |
| KO | COCA COLA CO | $166.75万 | 0.06% | 20,518 | 5,226 | 34.2% | $42.47万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $166.38万 | 0.06% | 9,197 | 2,965 | 47.6% | $53.64万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $166.25万 | 0.06% | 3,316 | 906 | 37.6% | $45.42万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $159.84万 | 0.06% | 23,273 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $158.16万 | 0.05% | 1,639 | 534 | 48.3% | $51.53万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $158.10万 | 0.05% | 4,674 | 1,652 | 54.7% | $55.88万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $157.64万 | 0.05% | 2,468 | 148 | 6.4% | $9.45万 | 加仓 |