21 West Wealth Management LLC
CIK 2067541 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $117.1M
- 持仓
- 65
- 截至
- 2026年6月30日
按 13F 价值排名第 8081（共 9443） · 前 85.6%
投资组合价值同比（季度）：+8.7% 13F不披露现金
- 前十大持仓权重
- 44.10%
- 前二十五大持仓权重
- 77.11%
- 持仓高于 1%
- 31
- 有效持仓数量
- 32.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.56% 估计买入 $4592574 · 卖出 $1750561
中位数持有期：5.0 季度 跟踪时间 Q2 2025–Q2 2026 · 92.9% 仍持有
- 新仓位
- 4
- 增加
- 20
- 减少
- 24
- 已结清
- 2
本页内容
行业细分
Technology
6.6%
Communication Services
1.8%
Retail
0.9%
Financials
0.7%
Healthcare
0.6%
Financial Services
0.5%
Industrials
0.5%
其他/未映射
88.4%
完整投资组合 65 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $8559713 | 7.31% | 12463 | $1221201 | 上涨 ×4 | ||
| JMUB | $8086108 | 6.91% | 159631 | $418842 | 上涨 ×4 | ||
| MUB | $6160169 | 5.26% | 57240 | $62488 | 下跌 ×3 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $5316782 | 4.54% | 86508 | $408425 | 下跌 ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4730886 | 4.04% | 57240 | $101851 | 上涨 ×4 | ||
| JEPI | $4335066 | 3.70% | 76754 | $-279309 | 下跌 ×3 | ||
| VIG | $3661695 | 3.13% | 15475 | $348266 | 上涨 ×1 | ||
| JSCP | $3620453 | 3.09% | 76794 | $-406953 | 下跌 ×1 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $3575535 | 3.05% | 38776 | $17034 | 上涨 ×4 | ||
| FBND | $3569282 | 3.05% | 78463 | $9006 | 上涨 ×4 | ||
| SPDW | $3507295 | 3.00% | 69603 | $240079 | 下跌 ×2 | ||
| DFUS | $3500559 | 2.99% | 42721 | $532975 | 上涨 ×4 | ||
| CMF | $3048118 | 2.60% | 52882 | $209610 | 上涨 ×4 | ||
| VO | $2971341 | 2.54% | 36879 | $328711 | 上涨 ×4 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $2969671 | 2.54% | 31802 | $160535 | 上涨 ×4 | ||
| SPMD | $2853599 | 2.44% | 42238 | $343026 | 下跌 ×2 | ||
| QEFA | $2529419 | 2.16% | 26344 | $54779 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2515932 | 2.15% | 12574 | $322329 | 下跌 ×4 | ||
| IVV | $2372484 | 2.03% | 3168 | $258696 | 下跌 ×3 | ||
| SPY SPY | $2291837 | 1.96% | 3069 | $286839 | 下跌 ×4 | ||
| VB | $2114565 | 1.81% | 6976 | $275625 | 下跌 ×2 | ||
| SPSM | $2108473 | 1.80% | 36561 | $310003 | 下跌 ×2 | ||
| STIP | $2020623 | 1.73% | 19779 | $136128 | 上涨 ×1 | ||
| VYM | $1997183 | 1.71% | 12638 | $49964 | 下跌 ×2 | ||
| IJH | $1844163 | 1.58% | 23916 | $227765 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $1688126 | 1.44% | 5834 | $207261 | 下跌 ×4 | ||
| ONEV | $1616924 | 1.38% | 11302 | $97717 | 下跌 ×2 | ||
| JPRE | $1590081 | 1.36% | 30473 | $123850 | 下跌 ×1 | ||
| FNDE | $1339795 | 1.14% | 33765 | $12709 | 下跌 ×2 | ||
| FREL | $1310911 | 1.12% | 44741 | $107657 | 上涨 ×4 | ||
| SHYG | $1232901 | 1.05% | 29071 | $27320 | 上涨 ×4 | ||
| EFA | $1126682 | 0.96% | 10846 | $73210 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $1097474 | 0.94% | 10728 | $172826 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1039234 | 0.89% | 2786 | $9791 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $890038 | 0.76% | 2519 | $167438 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $824095 | 0.70% | 2306 | $160982 | |||
| AMZN Amazon.com, Inc. - Common Stock | $815361 | 0.70% | 3421 | $102869 | |||
| SCZ iShares MSCI EAFE Small-Cap ETF | $802873 | 0.69% | 9759 | $16342 | 下跌 ×2 | ||
| IJR | $781742 | 0.67% | 5271 | $124639 | 下跌 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $692574 | 0.59% | 600 | $484802 | 下跌 ×2 | ||
| SRLN | $670949 | 0.57% | 16653 | $11328 | 上涨 ×4 | ||
| IJK | $634970 | 0.54% | 5404 | $91220 | |||
| JPM JP Morgan Chase & Co. Common Stock | $609488 | 0.52% | 1862 | $59997 | 下跌 ×1 | ||
| IWS | $563261 | 0.48% | 3422 | $64539 | |||
| VEA | $544136 | 0.46% | 7637 | $53219 | 下跌 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $508877 | 0.43% | 876 | 上涨 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $498147 | 0.43% | 689 | $262654 | |||
| NYF | $456683 | 0.39% | 8472 | $6650 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $434355 | 0.37% | 2432 | $82420 | |||
| AVGO Broadcom Inc. - Common Stock | $431391 | 0.37% | 1142 | $77931 | |||
| LLY Eli Lilly and Company Common Stock | $421000 | 0.36% | 351 | $98161 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $402752 | 0.34% | 715 | $-1172 | 上涨 ×1 | ||
| BRKB | $361782 | 0.31% | 723 | $15320 | |||
| V Visa Inc. | $342747 | 0.29% | 999 | $40809 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $341978 | 0.29% | 1148 | 上涨 ×1 | |||
| VNQ | $320340 | 0.27% | 3322 | $29404 | 上涨 ×4 | ||
| ABBV AbbVie Inc. Common Stock | $317066 | 0.27% | 1260 | $43029 | |||
| AGG | $310599 | 0.27% | 3138 | $4748 | 上涨 ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $302971 | 0.26% | 711 | $48668 | |||
| DFCF | $299733 | 0.26% | 7101 | $5417 | 上涨 ×2 | ||
| TT Trane Technologies plc | $266700 | 0.23% | 543 | $40410 | |||
| VMBS Vanguard Mortgage-Backed Securities ETF | $250293 | 0.21% | 5347 | $4791 | 上涨 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $227558 | 0.19% | 225 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $212592 | 0.18% | 3731 | ||||
| WMT Walmart Inc. - Common Stock | $212476 | 0.18% | 1876 | $-20673 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VOO | $8559713 | 7.31% | 上涨 ×4 |
| JMUB | $8086108 | 6.91% | 上涨 ×4 |
| VCIT | $4730886 | 4.04% | 上涨 ×4 |
| BOND | $3575535 | 3.05% | 上涨 ×4 |
| FBND | $3569282 | 3.05% | 上涨 ×4 |
| DFUS | $3500559 | 2.99% | 上涨 ×4 |
| CMF | $3048118 | 2.60% | 上涨 ×4 |
| VO | $2971341 | 2.54% | 上涨 ×4 |
| VIGI | $2969671 | 2.54% | 上涨 ×4 |
| FREL | $1310911 | 1.12% | 上涨 ×4 |
| SHYG | $1232901 | 1.05% | 上涨 ×4 |
| SRLN | $670949 | 0.57% | 上涨 ×4 |
| VNQ | $320340 | 0.27% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。