71 West Capital Partners

CIK 2111530 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$2.9B
按 13F 价值排名第 1198（共 9443） · 前 12.7%
持仓
382
截至
2026年6月30日

投资组合价值同比（季度）：+27.2% 13F不披露现金

前十大持仓权重
58.34%
前二十五大持仓权重
77.94%
持仓高于 1%
24
有效持仓数量
18.9

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 0.3% 估计买入 $759248110 · 卖出 $7841196

新仓位
80
增加
259
减少
17
已结清
11
本页内容

行业细分

Technology
16.9%
Industrials
3.9%
Communication Services
3.8%
Financials
3.8%
Financial Services
2.9%
Healthcare
2.0%
Retail
1.6%
Consumer Discretionary
1.2%
Energy
0.5%
Telecommunication
0.4%
Materials
0.3%
Utilities
0.3%
Communications
0.2%
Consumer products
0.2%
Consumer Staples
0.2%
Real Estate
0.0%
Logistics & Transportation
0.0%
其他/未映射
61.7%

完整投资组合 382 持仓

类型 连胜 8个季度趋势
IWF $435177055 15.05% 3504688 $60036063 上涨 ×2
IWD $316770386 10.95% 1306647 $46621463 上涨 ×2
VTV $183767075 6.35% 843239 $17943936 下跌 ×1
XLK XLK $170624082 5.90% 895570 $54047332 上涨 ×2
VGT $129684817 4.48% 1085047 $35210040 上涨 ×2
VUG $121237054 4.19% 1407442 $15897720 上涨 ×2
AAPL Apple Inc. - Common Stock $105406903 3.64% 364276 $21831826 上涨 ×2
NVDA NVIDIA Corporation - Common Stock $96205473 3.33% 480811 $22462526 上涨 ×2
SPYV $65205968 2.25% 1072643 $4145850 下跌 ×1
IEFA $63442785 2.19% 656894 $20902954 上涨 ×2
GOOGL Alphabet Inc. - Class A Common Stock $53514371 1.85% 149745 $14518072 上涨 ×2
SPYG $52388679 1.81% 440278 $8309499 下跌 ×1
SPY SPY $52140975 1.80% 69822 $14617007 上涨 ×2
TSM Taiwan Semiconductor Manufacturing Company Ltd. $51497806 1.78% 107833 $15201638 上涨 ×2
JPM JP Morgan Chase & Co. Common Stock $44619334 1.54% 136313 $6664458 上涨 ×2
ASML ASML Holding N.V. - New York Registry Shares $35344391 1.22% 17766 $12162504 上涨 ×2
BAC Bank of America Corporation Common Stock $34517287 1.19% 605779 $5896942 上涨 ×2
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $32182377 1.11% 42171 $15926876 上涨 ×2
VEA $31486658 1.09% 441918 $2881282 下跌 ×1
RTX RTX Corporation Common Stock $31219313 1.08% 164546 $217197 上涨 ×2
BRKB $31169293 1.08% 62290 $4824794 上涨 ×2
MSFT Microsoft Corporation - Common Stock $30909556 1.07% 82863 $6525718 上涨 ×2
EFA $29630939 1.02% 285242 $2096429 上涨 ×2
AMZN Amazon.com, Inc. - Common Stock $29367301 1.02% 123216 $6756468 上涨 ×2
GOOG Alphabet Inc. - Class C Capital Stock $26743194 0.92% 75689 $8855752 上涨 ×2
DDOG Datadog, Inc. - Class A Common Stock $22764316 0.79% 87434 $12632203 上涨 ×2
BLK BlackRock, Inc. Common Stock $22258191 0.77% 23148 $683189 上涨 ×2
META Meta Platforms, Inc. - Class A Common Stock $22170531 0.77% 39359 $2553338 上涨 ×2
PANW Palo Alto Networks, Inc. - Common Stock $21777196 0.75% 63859 $11843128 上涨 ×2
UNH UnitedHealth Group Incorporated Common Stock (DE) $21409517 0.74% 51511 $8404691 上涨 ×2
MA Mastercard Incorporated Common Stock $21380654 0.74% 41629 $1781990 上涨 ×2
AVGO Broadcom Inc. - Common Stock $19855296 0.69% 52562 $7882211 上涨 ×2
TH Target Hospitality Corp. - Common Stock $18473076 0.64% 907322 $10053128
ADP Automatic Data Processing, Inc. - Common Stock $18431981 0.64% 82304 $2347439 上涨 ×2
SPGI S&P Global Inc. Common Stock $17526438 0.61% 43035 $-302543 上涨 ×2
VONG Vanguard Russell 1000 Growth ETF $15888700 0.55% 124315 $2203008 下跌 ×1
FER Ferrovial SE - Ordinary Shares $14508886 0.50% 211595 $1403034 上涨 ×2
VONV Vanguard Russell 1000 Value ETF $13875688 0.48% 130521 $1817631 上涨 ×2
ITOT $10529214 0.36% 64097 $840698 下跌 ×1
T AT&T Inc. $10439383 0.36% 504318 $-3382353 上涨 ×2
NU Nu Holdings Ltd. Class A Ordinary Shares $9480750 0.33% 709637 $-570878 上涨 ×2
TSLA Tesla, Inc. - Common Stock $8568043 0.30% 20371 $3325996 上涨 ×2
LLY Eli Lilly and Company Common Stock $7103024 0.25% 5922 $3457975 上涨 ×2
MU Micron Technology, Inc. - Common Stock $6902654 0.24% 5980 $5641497 上涨 ×2
NOW ServiceNow, Inc. Common Stock $6765436 0.23% 68145 $-452696 下跌 ×1
AMD Advanced Micro Devices, Inc. - Common Stock $6715320 0.23% 11560 $5111681 上涨 ×2
CRM Salesforce, Inc. Common Stock $6082794 0.21% 38828 $-902024 上涨 ×2
IVW $5673525 0.20% 41253 $4688563 上涨 ×1
NFLX Netflix, Inc. - Common Stock $5566987 0.19% 77969 $-489790 上涨 ×2
V Visa Inc. $5367300 0.19% 15644 $2141795 上涨 ×2
LRCX Lam Research Corporation - Common Stock $4991528 0.17% 11519 $3250199 上涨 ×2
BRKA $4493100 0.16% 6 $184260
AMAT Applied Materials, Inc. - Common Stock $4439943 0.15% 6141 $2933333 上涨 ×2
VOO $4423056 0.15% 6440 $1240505 上涨 ×1
CAT Caterpillar, Inc. Common Stock $4414011 0.15% 4145 $2305634 上涨 ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $4331490 0.15% 37126 $-584249 上涨 ×2
VYM $4275818 0.15% 27057 $268676
KLAC KLA Corporation - Common Stock $4141573 0.14% 13727 $2753090 上涨 ×2
XOM Exxon Mobil Corporation Common Stock $4102126 0.14% 30004 $663313 上涨 ×2
JNJ Johnson & Johnson Common Stock $3995456 0.14% 15732 $1584055 上涨 ×2
QQQ Invesco QQQ Trust, Series 1 $3943422 0.14% 5355 $852623
OEF $3608210 0.12% 9862 $1382356 上涨 ×2
SCHX $3544667 0.12% 120444 $442278 下跌 ×1
GE GE Aerospace Common Stock $3506335 0.12% 9382 $2258882 上涨 ×2
WMT Walmart Inc. - Common Stock $3437668 0.12% 30352 $983387 上涨 ×2
COST Costco Wholesale Corporation - Common Stock $3355531 0.12% 3587 $646238 上涨 ×2
HD Home Depot, Inc. (The) Common Stock $3268638 0.11% 9268 $1336738 上涨 ×2
GS Goldman Sachs Group, Inc. (The) Common Stock $3246498 0.11% 3210 $1052846 上涨 ×2
ABBV AbbVie Inc. Common Stock $3159305 0.11% 12555 $1277177 上涨 ×2
CSCO Cisco Systems, Inc. - Common Stock $3122557 0.11% 26584 $1632751 上涨 ×2
MS Morgan Stanley Common Stock $3072470 0.11% 14698 $1298241 上涨 ×2
VTI $3005465 0.10% 8122 $435456 上涨 ×1
VIG $2944026 0.10% 12442 $268249
INTC Intel Corporation - Common Stock $2925667 0.10% 20953 $2440590 上涨 ×2
UBER Uber Technologies, Inc. Common Stock $2916491 0.10% 40417 $24186 上涨 ×1
LIN Linde plc - Ordinary Shares $2664757 0.09% 5135 $892415 上涨 ×2
GEV GE Vernova Inc. Common Stock $2621113 0.09% 2231 $1687983 上涨 ×2
TER Teradyne, Inc. - Common Stock $2394040 0.08% 4948 $949687 上涨 ×2
PG Procter & Gamble Company (The) Common Stock $2310020 0.08% 15753 $1073902 上涨 ×2
APH Amphenol Corporation Common Stock $2105437 0.07% 11941 $1285805 上涨 ×2
INDB Independent Bank Corp. - Common Stock $2089065 0.07% 24953 $246420 上涨 ×1
MRK Merck & Company, Inc. Common Stock (new) $2063453 0.07% 16058 $741827 上涨 ×2
TJX TJX Companies, Inc. (The) Common Stock $2059794 0.07% 13596 $169585 上涨 ×2
GLW Corning Incorporated Common Stock $1996441 0.07% 7816 $1074700 上涨 ×2
WFC Wells Fargo & Company Common Stock $1994434 0.07% 24134 $759922 上涨 ×2
ORCL Oracle Corporation Common Stock $1961425 0.07% 13384 $515187 上涨 ×2
ETN Eaton Corporation, PLC Ordinary Shares $1948647 0.07% 4573 $979361 上涨 ×2
CVX Chevron Corporation Common Stock $1927721 0.07% 11630 $-19330 上涨 ×2
VRT Vertiv Holdings, LLC Class A Common Stock $1815729 0.06% 5423 $506448 上涨 ×2
AMLP $1811017 0.06% 34928 $-26540 上涨 ×1
NBIS Nebius Group N.V. - Class A Ordinary Shares $1771907 0.06% 6416 $1485114 上涨 ×1
IJH $1768364 0.06% 22933 $203356 下跌 ×1
BE Bloom Energy Corporation Class A Common Stock $1747487 0.06% 5773 $1116104 上涨 ×1
KO Coca-Cola Company (The) Common Stock $1667498 0.06% 20518 $504541 上涨 ×2
PM Philip Morris International Inc Common Stock $1663829 0.06% 9197 $633430 上涨 ×2
TMO Thermo Fisher Scientific Inc Common Stock $1662510 0.06% 3316 $477923 上涨 ×2
FEZ $1598390 0.06% 23273 $153602
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $1581635 0.05% 1639 $1148740 上涨 ×2
AXP American Express Company Common Stock $1580981 0.05% 4674 $666886 上涨 ×2
WDC Western Digital Corporation - Common Stock $1576361 0.05% 2468 $948824 上涨 ×2

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
ROIV $1527574 43164 0.05%
SNDK $1216446 535 0.04%
HSBC $973151 10234 0.03%
EEM $962460 14069 0.03%
DELL $738660 1712 0.03%
SPMD $702894 10404 0.02%
VO $689357 8556 0.02%
VWO $669961 11224 0.02%
MRVL $568970 1910 0.02%
EBAY $526566 4712 0.02%
APO $495601 4189 0.02%
BHP $465536 5588 0.02%
XYZ $444220 5845 0.02%
LYV $424449 2318 0.01%
HPE $411674 9126 0.01%

季度涨幅榜

证券 操作 股份变动 价值变动
IWF 增持 +2.6M +$60.0M
XLK 增持 +18K +$54.0M
IWD 增持 +42K +$46.6M
VGT 增持 +950K +$35.2M
NVDA 增持 +58K +$22.5M
AAPL 增持 +35K +$21.8M
IEFA 增持 +187K +$20.9M
VTV 削减 -2K +$17.9M
CRWD 增持 +534 +$15.9M
VUG 增持 +1.2M +$15.9M

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。

证券季度 先前持股数 先前价值 退出后价格
HON 2026年6月30日 2818 $636953 -1.9%
APP 2026年3月31日 867 $584202 -24.5%
TTD 2026年6月30日 23760 $539114 -26.9%
EUSA 2026年6月30日 4554 $463461 不再跟踪
WDAY 2026年6月30日 3469 $450692 59.6%
IBIT 2026年6月30日 10300 $395726
IWR 2026年6月30日 3580 $348083 不再跟踪
SCHE 2026年6月30日 8201 $270223 不再跟踪
ELV 2026年3月31日 768 $269222 36.6%
VIOO 2026年6月30日 2319 $266291 不再跟踪
APO 2026年3月31日 1642 $237696 18.1%
MDT 2026年6月30日 2609 $226070 17.7%
PTC 2026年3月31日 1222 $212885 7.2%
DG 2026年6月30日 1747 $207421 5.8%
HSY 2026年6月30日 964 $200406 7.2%