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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $3.75亿 | 16.50% | 879,787 | 66,032 | 8.1% | $2,815.60万 | 加仓 |
| IWD | ISHARES TR | $2.70亿 | 11.88% | 1,264,328 | 123,007 | 10.8% | $2,628.29万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.66亿 | 7.29% | 845,174 | 39,240 | 4.9% | $769.89万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1.17亿 | 5.13% | 877,176 | 74,547 | 9.3% | $990.73万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.05亿 | 4.63% | 241,167 | 12,640 | 5.5% | $552.10万 | 加仓 |
| VGT | VANGUARD WORLD FD | $9,447.48万 | 4.16% | 135,405 | 10,760 | 8.6% | $750.75万 | 加仓 |
| AAPL | APPLE INC | $8,357.51万 | 3.68% | 329,308 | 22,576 | 7.4% | $572.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,374.29万 | 3.24% | 422,838 | 41,055 | 10.8% | $716.00万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $6,106.01万 | 2.69% | 1,079,182 | 30,756 | 2.9% | $174.02万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,407.92万 | 1.94% | 450,201 | 21,854 | 5.1% | $213.97万 | 加仓 |
| IEFA | ISHARES TR | $4,253.98万 | 1.87% | 469,898 | 99,553 | 26.9% | $901.25万 | 加仓 |
| GOOGL | ALPHABET INC | $3,899.63万 | 1.72% | 135,611 | 27,479 | 25.4% | $790.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,795.49万 | 1.67% | 129,028 | 11,206 | 9.5% | $329.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,752.40万 | 1.65% | 57,699 | 11,014 | 23.6% | $716.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,629.62万 | 1.60% | 107,401 | 5,744 | 5.7% | $194.12万 | 加仓 |
| RTX | RTX CORPORATION | $3,100.21万 | 1.36% | 160,716 | 9,642 | 6.4% | $185.99万 | 加仓 |
| BAC | BANK AMERICA CORP | $2,862.03万 | 1.26% | 587,084 | 23,129 | 4.1% | $112.75万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,860.54万 | 1.26% | 446,401 | 3,601 | 0.8% | $23.08万 | 加仓 |
| EFA | ISHARES TR | $2,753.45万 | 1.21% | 283,481 | 39,646 | 16.3% | $385.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,634.45万 | 1.16% | 54,976 | 4,902 | 9.8% | $234.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,438.38万 | 1.07% | 65,872 | 5,555 | 9.2% | $205.63万 | 加仓 |
| ASML | ASML HLDG NV | $2,318.19万 | 1.02% | 17,551 | 1,416 | 8.8% | $187.03万 | 加仓 |
| AMZN | AMAZON COM INC | $2,261.08万 | 0.99% | 108,565 | 9,878 | 10.0% | $205.73万 | 加仓 |
| BLK | BLACKROCK INC | $2,157.50万 | 0.95% | 22,434 | 1,424 | 6.8% | $136.95万 | 加仓 |
| META | META PLATFORMS INC | $1,961.72万 | 0.86% | 34,288 | 3,579 | 11.7% | $204.77万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,959.87万 | 0.86% | 39,224 | 3,170 | 8.8% | $158.39万 | 加仓 |
| GOOG | ALPHABET INC | $1,788.74万 | 0.79% | 62,356 | 25,808 | 70.6% | $740.33万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,782.90万 | 0.78% | 41,917 | 2,475 | 6.3% | $105.27万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,625.55万 | 0.71% | 41,637 | 4,554 | 12.3% | $177.79万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,608.45万 | 0.71% | 79,164 | 5,944 | 8.1% | $120.77万 | 加仓 |
| T | AT&T INC | $1,382.17万 | 0.61% | 476,776 | 32,727 | 7.4% | $94.88万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,368.57万 | 0.60% | 124,767 | 3,473 | 2.9% | $38.10万 | 加仓 |
| FER | FERROVIAL SE | $1,310.59万 | 0.58% | 205,262 | 12,949 | 6.7% | $82.68万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,300.48万 | 0.57% | 48,061 | 1,906 | 4.1% | $51.57万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,205.81万 | 0.53% | 128,633 | 7,380 | 6.1% | $69.18万 | 加仓 |
| AVGO | BROADCOM INC | $1,197.31万 | 0.53% | 38,684 | 15,625 | 67.8% | $483.61万 | 加仓 |
| DDOG | DATADOG INC | $1,013.21万 | 0.45% | 85,829 | 7,162 | 9.1% | $84.55万 | 加仓 |
| NU | NU HLDGS LTD | $1,005.16万 | 0.44% | 699,487 | 60,804 | 9.5% | $87.38万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $993.41万 | 0.44% | 61,964 | 6,980 | 12.7% | $111.90万 | 加仓 |
| ITOT | ISHARES TR | $968.85万 | 0.43% | 68,023 | 8,937 | 15.1% | $127.29万 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $841.99万 | 0.37% | 907,322 | 15,000 | 1.7% | $13.92万 | 加仓 |
| NOW | SERVICENOW INC | $721.81万 | 0.32% | 69,040 | 7,768 | 12.7% | $81.21万 | 加仓 |
| CRM | SALESFORCE INC | $698.48万 | 0.31% | 37,418 | 4,472 | 13.6% | $83.48万 | 加仓 |
| NFLX | NETFLIX INC. | $605.68万 | 0.27% | 62,993 | 44,206 | 235.3% | $425.04万 | 加仓 |
| TSLA | TESLA INC | $524.20万 | 0.23% | 14,101 | 1,923 | 15.8% | $71.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $491.57万 | 0.22% | 33,605 | 642 | 1.9% | $9.39万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.19% | 6 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $400.71万 | 0.18% | 27,057 | 5,816 | 27.4% | $86.13万 | 加仓 |
| LLY | ELI LILLY & CO | $364.50万 | 0.16% | 3,963 | 617 | 18.4% | $56.75万 | 加仓 |
| — | EXXON MOBIL CORP | $343.88万 | 0.15% | 20,269 | 3,416 | 20.3% | $57.96万 | 加仓 |
| V | VISA INC | $322.55万 | 0.14% | 10,672 | 1,761 | 19.8% | $53.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $318.26万 | 0.14% | 5,326 | -620 | -10.4% | -$37.05万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $310.24万 | 0.14% | 120,998 | 120,998 | — | $310.24万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $309.08万 | 0.14% | 5,355 | 304 | 6.0% | $17.55万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $289.23万 | 0.13% | 40,210 | -695 | -1.7% | -$5.00万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $270.93万 | 0.12% | 2,719 | 400 | 17.2% | $39.86万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $267.58万 | 0.12% | 12,442 | -134 | -1.1% | -$2.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $257.00万 | 0.11% | 8,011 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $245.43万 | 0.11% | 19,748 | 3,114 | 18.7% | $38.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $241.14万 | 0.11% | 9,865 | 1,228 | 14.2% | $30.02万 | 加仓 |
| OEF | ISHARES TR | $222.59万 | 0.10% | 6,998 | 68 | 1.0% | $2.16万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $219.37万 | 0.10% | 2,593 | 425 | 19.6% | $35.95万 | 加仓 |
| CAT | CATERPILLAR INC | $210.84万 | 0.09% | 2,976 | 576 | 24.0% | $40.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $194.71万 | 0.09% | 9,411 | 2,722 | 40.7% | $56.32万 | 加仓 |
| HD | HOME DEPOT INC | $193.19万 | 0.08% | 5,874 | 1,211 | 26.0% | $39.83万 | 加仓 |
| TJX | TJX COS INC NEW | $189.02万 | 0.08% | 11,836 | 1,264 | 12.0% | $20.19万 | 加仓 |
| ABBV | ABBVIE INC | $188.21万 | 0.08% | 8,654 | 950 | 12.3% | $20.66万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $184.26万 | 0.08% | 24,500 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $183.76万 | 0.08% | 34,908 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $177.42万 | 0.08% | 10,781 | 1,394 | 14.9% | $22.94万 | 加仓 |
| LIN | LINDE PLC | $177.23万 | 0.08% | 3,575 | 877 | 32.5% | $43.48万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $174.13万 | 0.08% | 8,150 | 1,396 | 20.7% | $29.83万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $160.36万 | 0.07% | 7,883 | 1,034 | 15.1% | $21.03万 | 加仓 |
| IJH | ISHARES TR | $156.50万 | 0.07% | 23,175 | 11,580 | 99.9% | $78.20万 | 加仓 |
| AMAT | APPLIED MATLS INC | $150.66万 | 0.07% | 4,408 | 505 | 12.9% | $17.26万 | 加仓 |
| CSCO | CISCO SYS INC | $148.98万 | 0.07% | 19,201 | 2,539 | 15.2% | $19.70万 | 加仓 |
| IVV | ISHARES TR | $145.60万 | 0.06% | 2,229 | 242 | 12.2% | $15.81万 | 加仓 |
| ORCL | ORACLE CORP | $144.62万 | 0.06% | 9,831 | 1,303 | 15.3% | $19.17万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $144.48万 | 0.06% | 23,273 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $144.44万 | 0.06% | 4,872 | 68 | 1.4% | $2.02万 | 加仓 |
| KLAC | KLA CORP | $138.85万 | 0.06% | 943 | 238 | 33.8% | $35.04万 | 加仓 |
| MRK | MERCK & CO INC | $132.16万 | 0.06% | 10,987 | 1,879 | 20.6% | $22.60万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $130.93万 | 0.06% | 5,225 | 275 | 5.6% | $6.89万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $128.85万 | 0.06% | 52,061 | 52,061 | — | $128.85万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $126.12万 | 0.06% | 3,733 | 432 | 13.1% | $14.59万 | 加仓 |
| GE | GE AEROSPACE | $124.75万 | 0.05% | 4,396 | 1,005 | 29.6% | $28.52万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $123.61万 | 0.05% | 8,558 | 394 | 4.8% | $5.69万 | 加仓 |
| WFC | WELLS FARGO & CO | $123.45万 | 0.05% | 15,507 | 3,066 | 24.6% | $24.41万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $118.46万 | 0.05% | 2,410 | 223 | 10.2% | $10.96万 | 加仓 |
| KO | COCA COLA CO | $116.30万 | 0.05% | 15,292 | 1,271 | 9.1% | $9.67万 | 加仓 |
| COP | CONOCOPHILLIPS | $114.07万 | 0.05% | 8,642 | 2,611 | 43.3% | $34.47万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $111.02万 | 0.05% | 22,488 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $109.87万 | 0.05% | 8,838 | 4,270 | 93.5% | $53.08万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $107.14万 | 0.05% | 15,369 | 15,369 | — | $107.14万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $106.71万 | 0.05% | 4,074 | 712 | 21.2% | $18.65万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $103.04万 | 0.05% | 6,232 | 1,119 | 21.9% | $18.50万 | 加仓 |
| IVW | ISHARES TR | $98.50万 | 0.04% | 8,708 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $96.93万 | 0.04% | 2,710 | 559 | 26.0% | $19.99万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $94.59万 | 0.04% | 10,184 | 1,485 | 17.1% | $13.79万 | 加仓 |
| MCD | MCDONALDS CORP | $94.45万 | 0.04% | 3,039 | 145 | 5.0% | $4.51万 | 加仓 |