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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $155.26万 | 0.05% | 5,209 | 1,615 | 44.9% | $48.14万 | 加仓 |
| IVV | ISHARES TR | $153.90万 | 0.05% | 2,055 | -174 | -7.8% | -$13.03万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $152.76万 | 0.05% | 43,164 | 43,164 | — | $152.76万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $149.18万 | 0.05% | 7,436 | 3,195 | 75.3% | $64.10万 | 加仓 |
| SNOW | SNOWFLAKE INC | $146.82万 | 0.05% | 5,769 | 314 | 5.8% | $7.99万 | 加仓 |
| C | CITIGROUP INC | $144.70万 | 0.05% | 10,339 | 3,779 | 57.6% | $52.89万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $142.96万 | 0.05% | 16,288 | 6,104 | 59.9% | $53.57万 | 加仓 |
| UNP | UNION PAC CORP | $138.31万 | 0.05% | 5,085 | 1,627 | 47.1% | $44.25万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $137.85万 | 0.05% | 4,902 | 2,147 | 77.9% | $60.38万 | 加仓 |
| AMGN | AMGEN INC | $131.30万 | 0.05% | 3,626 | 1,343 | 58.8% | $48.63万 | 加仓 |
| PGR | PROGRESSIVE CORP | $126.72万 | 0.04% | 5,801 | 2,890 | 99.3% | $63.13万 | 加仓 |
| NUE | NUCOR CORP | $126.68万 | 0.04% | 5,687 | 482 | 9.3% | $10.74万 | 加仓 |
| VB | VANGUARD INDEX FDS | $125.49万 | 0.04% | 4,140 | 66 | 1.6% | $2.00万 | 加仓 |
| SNDK | SANDISK CORP | $121.64万 | 0.04% | 535 | 535 | — | $121.64万 | 新建仓 |
| LOW | LOWES COS INC | $121.56万 | 0.04% | 5,513 | 1,715 | 45.2% | $37.81万 | 加仓 |
| ADI | ANALOG DEVICES INC | $121.34万 | 0.04% | 3,055 | 713 | 30.4% | $28.32万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $120.56万 | 0.04% | 22,488 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $119.46万 | 0.04% | 8,055 | -783 | -8.9% | -$11.61万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $117.28万 | 0.04% | 1,199 | 303 | 33.8% | $29.64万 | 加仓 |
| DE | DEERE & CO | $117.16万 | 0.04% | 1,847 | 432 | 30.5% | $27.40万 | 加仓 |
| SHEL | SHELL PLC | $117.02万 | 0.04% | 15,092 | 12,564 | 497.0% | $97.42万 | 加仓 |
| COP | CONOCOPHILLIPS | $116.90万 | 0.04% | 11,245 | 2,603 | 30.1% | $27.06万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $116.45万 | 0.04% | 15,369 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $116.38万 | 0.04% | 6,851 | 1,813 | 36.0% | $30.80万 | 加仓 |
| MPC | MARATHON PETE CORP | $114.46万 | 0.04% | 4,477 | 1,567 | 53.8% | $40.06万 | 加仓 |
| PEP | PEPSICO INC | $113.33万 | 0.04% | 8,370 | 2,560 | 44.1% | $34.66万 | 加仓 |
| MCD | MCDONALDS CORP | $112.64万 | 0.04% | 4,167 | 1,128 | 37.1% | $30.49万 | 加仓 |
| CB | CHUBB LIMITED | $112.41万 | 0.04% | 3,299 | 1,264 | 62.1% | $43.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $110.37万 | 0.04% | 6,192 | 3,267 | 111.7% | $58.23万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $109.82万 | 0.04% | 11,902 | 2,742 | 29.9% | $25.30万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $109.81万 | 0.04% | 39,642 | -12,419 | -23.9% | -$34.40万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $109.48万 | 0.04% | 12,065 | 3,182 | 35.8% | $28.87万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $106.51万 | 0.04% | 4,326 | 1,803 | 71.5% | $44.39万 | 加仓 |
| AZN | ASTRAZENECA PLC | $106.20万 | 0.04% | 5,676 | 2,793 | 96.9% | $52.26万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $104.54万 | 0.04% | 11,352 | 3,333 | 41.6% | $30.69万 | 加仓 |
| USB | US BANCORP | $100.61万 | 0.03% | 16,658 | 5,920 | 55.1% | $35.76万 | 加仓 |
| PWR | QUANTA SVCS INC | $100.23万 | 0.03% | 1,392 | 71 | 5.4% | $5.11万 | 加仓 |
| URI | UNITED RENTALS INC | $99.47万 | 0.03% | 878 | 321 | 57.6% | $36.37万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $98.28万 | 0.03% | 6,796 | 3,616 | 113.7% | $52.29万 | 加仓 |
| CMI | CUMMINS INC | $97.92万 | 0.03% | 1,373 | 382 | 38.5% | $27.24万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $97.32万 | 0.03% | 10,234 | 10,234 | — | $97.32万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $96.92万 | 0.03% | 16,821 | 5,586 | 49.7% | $32.19万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $96.87万 | 0.03% | 2,581 | 672 | 35.2% | $25.22万 | 加仓 |
| EEM | ISHARES TR | $96.25万 | 0.03% | 14,069 | 14,069 | — | $96.25万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $93.98万 | 0.03% | 1,892 | 334 | 21.4% | $16.59万 | 加仓 |
| QCOM | QUALCOMM INC | $87.05万 | 0.03% | 4,711 | 1,346 | 40.0% | $24.87万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $86.30万 | 0.03% | 1,757 | 373 | 27.0% | $18.32万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $86.19万 | 0.03% | 10,291 | 492 | 5.0% | $4.12万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $85.89万 | 0.03% | 1,686 | 631 | 59.8% | $32.15万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $82.83万 | 0.03% | 2,235 | 698 | 45.4% | $25.87万 | 加仓 |
| DHR | DANAHER CORP DEL | $82.25万 | 0.03% | 4,318 | 1,170 | 37.2% | $22.29万 | 加仓 |
| VLO | VALERO ENERGY CORP | $81.88万 | 0.03% | 3,144 | 1,010 | 47.3% | $26.30万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $80.72万 | 0.03% | 2,542 | 610 | 31.6% | $19.37万 | 加仓 |
| HEFA | ISHARES TR | $79.88万 | 0.03% | 17,022 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $79.86万 | 0.03% | 6,321 | 1,853 | 41.5% | $23.41万 | 加仓 |
| VV | VANGUARD INDEX FDS | $78.93万 | 0.03% | 2,295 | 115 | 5.3% | $3.95万 | 加仓 |
| MCK | MCKESSON CORP | $78.81万 | 0.03% | 1,043 | 248 | 31.2% | $18.74万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $78.15万 | 0.03% | 1,394 | 117 | 9.2% | $6.56万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $78.13万 | 0.03% | 2,906 | 1,183 | 68.7% | $31.81万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $77.12万 | 0.03% | 5,637 | 2,054 | 57.3% | $28.10万 | 加仓 |
| BA | BOEING CO | $76.61万 | 0.03% | 3,539 | 1,187 | 50.5% | $25.69万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $76.28万 | 0.03% | 1,918 | 586 | 44.0% | $23.30万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $76.16万 | 0.03% | 1,834 | 533 | 41.0% | $22.13万 | 加仓 |
| SO | SOUTHERN CO | $75.84万 | 0.03% | 7,924 | 2,224 | 39.0% | $21.29万 | 加仓 |
| SHOP | SHOPIFY INC | $75.82万 | 0.03% | 6,640 | 272 | 4.3% | $3.11万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $75.10万 | 0.03% | 5,933 | 2,465 | 71.1% | $31.20万 | 加仓 |
| CVS | CVS HEALTH CORP | $74.00万 | 0.03% | 7,153 | 3,128 | 77.7% | $32.36万 | 加仓 |
| DHI | D R HORTON INC | $73.87万 | 0.03% | 4,535 | 1,411 | 45.2% | $22.98万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $73.87万 | 0.03% | 1,712 | 1,712 | — | $73.87万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $73.76万 | 0.03% | 7,674 | 1,850 | 31.8% | $17.78万 | 加仓 |
| SBUX | STARBUCKS CORP | $73.41万 | 0.03% | 7,184 | 1,878 | 35.4% | $19.19万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $73.34万 | 0.03% | 1,881 | 448 | 31.3% | $17.47万 | 加仓 |
| FTNT | FORTINET INC | $71.40万 | 0.02% | 4,648 | 1,660 | 55.6% | $25.50万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $70.29万 | 0.02% | 10,404 | 10,404 | — | $70.29万 | 新建仓 |
| SYK | STRYKER CORPORATION | $70.15万 | 0.02% | 2,228 | 467 | 26.5% | $14.70万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $69.67万 | 0.02% | 504 | 56 | 12.5% | $7.74万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $69.49万 | 0.02% | 11,050 | 4,107 | 59.2% | $25.83万 | 加仓 |
| EMR | EMERSON ELEC CO | $69.13万 | 0.02% | 4,829 | 1,643 | 51.6% | $23.52万 | 加仓 |
| SDY | SPDR SERIES TRUST | $69.03万 | 0.02% | 4,536 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $68.94万 | 0.02% | 8,556 | 8,556 | — | $68.94万 | 新建仓 |
| TFC | TRUIST FINL CORP | $68.26万 | 0.02% | 13,702 | 5,912 | 75.9% | $29.45万 | 加仓 |
| ACWI | ISHARES TR | $68.08万 | 0.02% | 4,337 | 0 | 0.0% | — | 不变 |
| — | HEALTH CATALYST INC | $67.56万 | 0.02% | 339,515 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $67.00万 | 0.02% | 11,224 | 11,224 | — | $67.00万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $66.72万 | 0.02% | 2,019 | 557 | 38.1% | $18.41万 | 加仓 |
| MCO | MOODYS CORP | $65.31万 | 0.02% | 1,442 | 583 | 67.9% | $26.41万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $65.28万 | 0.02% | 1,896 | 664 | 53.9% | $22.86万 | 加仓 |
| EQIX | EQUINIX INC | $64.32万 | 0.02% | 617 | 213 | 52.7% | $22.20万 | 加仓 |
| — | WEBSTER FINL CORP | $64.25万 | 0.02% | 8,407 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $63.60万 | 0.02% | 11,283 | 3,912 | 53.1% | $22.05万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $63.20万 | 0.02% | 14,926 | 3,253 | 27.9% | $13.77万 | 加仓 |
| AON | AON PLC | $62.49万 | 0.02% | 1,884 | 731 | 63.4% | $24.25万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $62.46万 | 0.02% | 23,428 | 7,942 | 51.3% | $21.17万 | 加仓 |
| TMUS | T-MOBILE US INC | $62.21万 | 0.02% | 3,709 | 981 | 36.0% | $16.45万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $61.95万 | 0.02% | 3,717 | 641 | 20.8% | $10.68万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $61.73万 | 0.02% | 1,870 | 854 | 84.1% | $28.19万 | 加仓 |
| F | FORD MTR CO | $61.61万 | 0.02% | 44,324 | 8,623 | 24.2% | $11.99万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $61.56万 | 0.02% | 21,332 | 1,332 | 6.7% | $3.84万 | 加仓 |
| WMB | WILLIAMS COS INC | $60.64万 | 0.02% | 8,157 | 2,119 | 35.1% | $15.75万 | 加仓 |
| IDXX | IDEXX LABS INC | $60.59万 | 0.02% | 1,151 | 120 | 11.6% | $6.32万 | 加仓 |