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 |
|---|---|---|---|---|---|---|---|---|
| SYF | SYNCHRONY FINANCIAL | $21.42万 | 0.01% | 3,149 | 589 | 23.0% | $4.01万 | 加仓 |
| AZO | AUTOZONE INC | $21.28万 | 0.01% | 63 | 63 | — | $21.28万 | 新建仓 |
| DG | DOLLAR GEN CORP | $20.74万 | 0.01% | 1,747 | 1,747 | — | $20.74万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $20.60万 | 0.01% | 975 | 975 | — | $20.60万 | 新建仓 |
| KKR | KKR & CO INC | $20.51万 | 0.01% | 2,217 | 642 | 40.8% | $5.94万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $20.48万 | 0.01% | 1,048 | 1,048 | — | $20.48万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $20.35万 | 0.01% | 1,293 | -72 | -5.3% | -$1.13万 | 减仓 |
| HSY | HERSHEY CO | $20.04万 | 0.01% | 964 | 964 | — | $20.04万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $19.44万 | 0.01% | 12,419 | 12,419 | — | $19.44万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.91万 | 0.01% | 16,261 | 2,514 | 18.3% | $2.00万 | 加仓 |
| WEN | WENDYS CO | $11.65万 | 0.01% | 16,761 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $9.96万 | 0.00% | 19,799 | 3,927 | 24.7% | $1.98万 | 加仓 |
| HLIT | HARMONIC INC | $8.98万 | 0.00% | 10,000 | 10,000 | — | $8.98万 | 新建仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,222 | -100.0% | -$21.29万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,154 | -100.0% | -$21.22万 | 清仓 |