West Wealth Group, LLC
CIK 1923591 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $611.3M
- 持仓
- 143
- 截至
- 2026年6月30日
按 13F 价值排名第 3335（共 9443） · 前 35.3%
投资组合价值同比（季度）：+20.8% 13F不披露现金
- 前十大持仓权重
- 67.25%
- 前二十五大持仓权重
- 86.61%
- 持仓高于 1%
- 18
- 有效持仓数量
- 15.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 7.61% 估计买入 $79792652 · 卖出 $42510078
中位数持有期：5.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.1% 仍持有
- 新仓位
- 17
- 增加
- 93
- 减少
- 31
- 已结清
- 4
本页内容
行业细分
Technology
7.1%
Industrials
1.2%
Retail
1.1%
Communication Services
0.7%
Consumer Discretionary
0.5%
Healthcare
0.5%
Financials
0.4%
Real Estate
0.3%
Utilities
0.2%
Energy
0.2%
Consumer products
0.1%
Communications
0.1%
Financial Services
0.1%
Telecommunication
0.1%
其他/未映射
87.7%
完整投资组合 143 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $88458995 | 14.47% | 1006588 | $45441074 | 上涨 ×3 | ||
| IVW | $66959057 | 10.95% | 486868 | $13896940 | 上涨 ×4 | ||
| IVE | $56605636 | 9.26% | 249298 | $4813122 | 上涨 ×4 | ||
| CORO iShares International Country Rotation Active ETF | $52012406 | 8.51% | 1421104 | $8851601 | 上涨 ×1 | ||
| DYNF | $46017358 | 7.53% | 676626 | $8246550 | 上涨 ×1 | ||
| BAI | $23807420 | 3.89% | 451582 | $6963756 | 下跌 ×1 | ||
| CMF | $22181636 | 3.63% | 384830 | $3315112 | 上涨 ×3 | ||
| IUSB iShares Core Universal USD Bond ETF | $21605355 | 3.53% | 468155 | $1833033 | 上涨 ×6 | ||
| SPEM | $16901336 | 2.76% | 326406 | $-2268856 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $16541822 | 2.71% | 57166 | $2386921 | 上涨 ×3 | ||
| THRO | $16122650 | 2.64% | 373988 | $-927126 | 下跌 ×1 | ||
| SHLD | $12235611 | 2.00% | 204917 | $890219 | 上涨 ×3 | ||
| PZA | $12094718 | 1.98% | 514231 | $1919163 | 上涨 ×3 | ||
| JMOM | $12079401 | 1.98% | 141345 | $-171467 | 下跌 ×1 | ||
| EFG | $10709202 | 1.75% | 86072 | $7802722 | 上涨 ×1 | ||
| QUAL | $9437922 | 1.54% | 43011 | $1833640 | 上涨 ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $7789915 | 1.27% | 38932 | $1233409 | 上涨 ×4 | ||
| EFV | $7558171 | 1.24% | 98735 | $-12001897 | 下跌 ×2 | ||
| GOVT | $5289656 | 0.87% | 232206 | $458790 | 上涨 ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $4918781 | 0.80% | 13021 | $1052401 | 上涨 ×6 | ||
| IALT iShares Systematic Alternatives Active ETF | $4301863 | 0.70% | 153364 | 上涨 ×1 | |||
| XTEN | $4290790 | 0.70% | 94137 | $331104 | 上涨 ×1 | ||
| SPMB | $3915095 | 0.64% | 175486 | $361326 | 上涨 ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $3831640 | 0.63% | 10271 | $147741 | 上涨 ×2 | ||
| BNDX Vanguard Total International Bond ETF | $3758536 | 0.61% | 77607 | $358791 | 上涨 ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3469992 | 0.57% | 14559 | $519431 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2629780 | 0.43% | 4527 | $1637652 | 下跌 ×2 | ||
| IAU | $2448110 | 0.40% | 32421 | $-86402 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2414409 | 0.39% | 5740 | $271642 | 下跌 ×1 | ||
| BINC | $2066704 | 0.34% | 39486 | $-444201 | 下跌 ×2 | ||
| IYW | $1953288 | 0.32% | 7744 | $145949 | 下跌 ×5 | ||
| DFAC | $1934926 | 0.32% | 43618 | $244050 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1906260 | 0.31% | 4399 | $964771 | 下跌 ×1 | ||
| BA Boeing Company (The) Common Stock | $1704035 | 0.28% | 7871 | $232359 | 上涨 ×3 | ||
| USMV | $1701909 | 0.28% | 17643 | $163119 | 上涨 ×5 | ||
| IVV | $1652452 | 0.27% | 2206 | $257206 | 上涨 ×3 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $1522677 | 0.25% | 9303 | $183597 | 下跌 ×2 | ||
| GTOP Goldman Sachs Technology Opportunities ETF | $1351974 | 0.22% | 27152 | $242558 | 下跌 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $1312647 | 0.21% | 1360 | $782092 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1302507 | 0.21% | 3644 | $426605 | 上涨 ×2 | ||
| AVUV | $1157846 | 0.19% | 9280 | $116172 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1139769 | 0.19% | 1070 | $488345 | 上涨 ×2 | ||
| VLUE | $1101171 | 0.18% | 5511 | $320269 | 上涨 ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1077930 | 0.18% | 1490 | $570221 | 上涨 ×2 | ||
| VTI | $1070666 | 0.18% | 2893 | $179275 | 上涨 ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1048222 | 0.17% | 3202 | $186900 | 上涨 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1005151 | 0.16% | 2844 | $203089 | 上涨 ×6 | ||
| SRE DBA Sempra Common Stock | $991642 | 0.16% | 10696 | $-63876 | 下跌 ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $983314 | 0.16% | 2279 | $631651 | 上涨 ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $965178 | 0.16% | 9434 | $219332 | 下跌 ×6 | ||
| SPY SPY | $895607 | 0.15% | 1199 | $117613 | 上涨 ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $877309 | 0.14% | 1557 | $71543 | 上涨 ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $814808 | 0.13% | 8093 | $55188 | 上涨 ×3 | ||
| PLD Prologis, Inc. Common Stock | $808800 | 0.13% | 5970 | $-3225 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $804243 | 0.13% | 7100 | $-35142 | 上涨 ×6 | ||
| LCTU | $801189 | 0.13% | 9994 | $95164 | 下跌 ×1 | ||
| IEMG | $778039 | 0.13% | 9392 | $135202 | 上涨 ×1 | ||
| DFUV | $757370 | 0.12% | 13767 | $91883 | 上涨 ×1 | ||
| VOO | $755602 | 0.12% | 1100 | $230328 | 上涨 ×2 | ||
| STIP | $749511 | 0.12% | 7336 | $193610 | 上涨 ×1 | ||
| DGRO | $744100 | 0.12% | 9817 | $-18000 | 下跌 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $727500 | 0.12% | 777 | $19198 | 上涨 ×3 | ||
| AVLV | $720900 | 0.12% | 7903 | $85774 | 上涨 ×1 | ||
| DFIS | $701100 | 0.11% | 20014 | $35184 | 上涨 ×1 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $692151 | 0.11% | 5479 | $93020 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $679215 | 0.11% | 1925 | $60170 | 上涨 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $675510 | 0.11% | 585 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $675448 | 0.11% | 4940 | $-90725 | 上涨 ×6 | ||
| MGC | $642913 | 0.11% | 2349 | $-10616 | 下跌 ×2 | ||
| ROK Rockwell Automation, Inc. Common Stock | $627232 | 0.10% | 1266 | $174659 | 上涨 ×2 | ||
| SYSB | $599844 | 0.10% | 6761 | $19653 | 上涨 ×1 | ||
| VGT | $598631 | 0.10% | 5008 | $175970 | 上涨 ×2 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $597712 | 0.10% | 8606 | $124503 | 上涨 ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $592518 | 0.10% | 5829 | $219207 | 上涨 ×1 | ||
| AOA | $582009 | 0.10% | 5963 | $55784 | 上涨 ×1 | ||
| ROST Ross Stores, Inc. - Common Stock | $575915 | 0.09% | 2705 | $-8798 | 上涨 ×4 | ||
| GEV GE Vernova Inc. Common Stock | $575749 | 0.09% | 490 | $154294 | 上涨 ×4 | ||
| DFAT | $570422 | 0.09% | 8160 | $60264 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $564688 | 0.09% | 9910 | $110899 | 上涨 ×3 | ||
| MCD McDonald's Corporation Common Stock | $556774 | 0.09% | 2059 | $-85684 | 下跌 ×1 | ||
| AVEM | $556236 | 0.09% | 5764 | $94351 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $548155 | 0.09% | 1949 | $102693 | 上涨 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $533651 | 0.09% | 2120 | $98703 | 上涨 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $531254 | 0.09% | 5519 | $12559 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $526043 | 0.09% | 3587 | $159 | 下跌 ×3 | ||
| DSI | $506176 | 0.08% | 3554 | $49294 | 下跌 ×1 | ||
| CSX CSX Corporation - Common Stock | $475931 | 0.08% | 10013 | $80928 | 上涨 ×2 | ||
| SPHQ | $471496 | 0.08% | 5233 | $78942 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 84615Q103) | $465423 | 0.08% | 2724 | 上涨 ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $442302 | 0.07% | 2393 | $137578 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $441080 | 0.07% | 598 | $-134095 | 下跌 ×1 | ||
| AHR American Healthcare REIT, Inc. Common Stock | $438832 | 0.07% | 8414 | $43899 | 上涨 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $433404 | 0.07% | 361 | $177773 | 上涨 ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $432930 | 0.07% | 849 | $-74501 | 上涨 ×2 | ||
| XLE XLE | $428976 | 0.07% | 8077 | $-52180 | 上涨 ×4 | ||
| FNDC | $422740 | 0.07% | 8705 | $20832 | 上涨 ×1 | ||
| IEFA | $420120 | 0.07% | 4349 | $161209 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $416053 | 0.07% | 1638 | $75388 | 上涨 ×2 | ||
| CVX Chevron Corporation Common Stock | $402748 | 0.07% | 2429 | $7252 | 上涨 ×2 | ||
| VTV | $399586 | 0.07% | 1833 | 上涨 ×1 | |||
| 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 |
|---|---|---|---|
| SPYM | $88458995 | 14.47% | 上涨 ×3 |
| IVW | $66959057 | 10.95% | 上涨 ×4 |
| IVE | $56605636 | 9.26% | 上涨 ×4 |
| CMF | $22181636 | 3.63% | 上涨 ×3 |
| IUSB | $21605355 | 3.53% | 上涨 ×6 |
| AAPL | $16541822 | 2.71% | 上涨 ×3 |
| SHLD | $12235611 | 2.00% | 上涨 ×3 |
| PZA | $12094718 | 1.98% | 上涨 ×3 |
| QUAL | $9437922 | 1.54% | 上涨 ×5 |
| NVDA | $7789915 | 1.27% | 上涨 ×4 |
| GOVT | $5289656 | 0.87% | 上涨 ×4 |
| AVGO | $4918781 | 0.80% | 上涨 ×6 |
| SPMB | $3915095 | 0.64% | 上涨 ×4 |
| BNDX | $3758536 | 0.61% | 上涨 ×4 |
| BA | $1704035 | 0.28% | 上涨 ×3 |
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 |
|---|---|---|---|
| IALT | $4301863 | 153364 | 0.70% |
| MU | $675510 | 585 | 0.11% |
| 未知发行人 (CUSIP: 84615Q103) | $465423 | 2724 | 0.08% |
| VTV | $399586 | 1833 | 0.07% |
| BMY | $336121 | 5833 | 0.05% |
| INTC | $334540 | 2395 | 0.05% |
| VIG | $333689 | 1410 | 0.05% |
| LOW | $275297 | 1248 | 0.05% |
| GLW | $273120 | 1069 | 0.04% |
| VUG | $231279 | 2684 | 0.04% |
| HEFA | $214739 | 4576 | 0.04% |
| MRK | $209850 | 1633 | 0.03% |
| XLK | $208770 | 1095 | 0.03% |
| KLAC | $206201 | 683 | 0.03% |
| DIA | $205950 | 394 | 0.03% |
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。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| JQUA | 2026年6月30日 | 190199 | $11663026 | 不再跟踪 |
| HIMU | 2026年3月31日 | 57191 | $2784075 | 不再跟踪 |
| TLH | 2026年3月31日 | 25837 | $2626881 | 不再跟踪 |
| SPTL | 2025年3月31日 | 58835 | $1540891 | 不再跟踪 |
| IXC | 2025年3月31日 | 33134 | $1265067 | 不再跟踪 |
| EMB | 2026年3月31日 | 10119 | $974316 | |
| MAR | 2025年6月30日 | 2079 | $495381 | 30.9% |
| JPST | 2025年9月30日 | 9718 | $491356 | 不再跟踪 |
| UNH | 2025年6月30日 | 882 | $461521 | 25.8% |
| HYDB | 2025年6月30日 | 8654 | $405549 | 不再跟踪 |
| IGRO | 2025年9月30日 | 4920 | $378598 | 不再跟踪 |
| SUB | 2025年3月31日 | 3542 | $373713 | 不再跟踪 |
| DIA | 2025年6月30日 | 811 | $340648 | 不再跟踪 |
| IGSB | 2026年3月31日 | 6407 | $338841 | |
| SHY | 2026年3月31日 | 3604 | $298558 | |
| MINT | 2025年9月30日 | 2937 | $294640 | 不再跟踪 |
| LQD | 2025年6月30日 | 2652 | $288263 | 不再跟踪 |
| KKR | 2026年3月31日 | 2072 | $264212 | 18.3% |
| CVX | 2025年3月31日 | 1796 | $260222 | 24.3% |
| JAAA | 2026年6月30日 | 5050 | $254405 | 不再跟踪 |
| HEFA | 2026年3月31日 | 6133 | $253671 | 不再跟踪 |
| QLTA | 2026年3月31日 | 5122 | $246347 | 不再跟踪 |
| WFC | 2025年3月31日 | 3301 | $231877 | 18.7% |
| TFLO | 2025年6月30日 | 4578 | $231161 | 不再跟踪 |
| VUG | 2025年12月31日 | 476 | $227922 | 不再跟踪 |
| ORCL | 2026年3月31日 | 1165 | $227252 | -3.1% |
| CWB | 2025年6月30日 | 2932 | $225176 | 不再跟踪 |
| BX | 2025年3月31日 | 1301 | $224318 | 2.4% |
| XLK | 2025年3月31日 | 961 | $223461 | 不再跟踪 |
| JEPI | 2026年6月30日 | 3926 | $222555 | 不再跟踪 |
| LQDH | 2026年3月31日 | 2287 | $213545 | 不再跟踪 |
| IDEV | 2026年6月30日 | 2477 | $207010 | 不再跟踪 |
| LUV | 2025年6月30日 | 6523 | $206064 | 25.4% |
| ESGE | 2025年3月31日 | 6137 | $204933 | |
| FLOT | 2025年3月31日 | 4013 | $204217 | 不再跟踪 |
| BX | 2025年9月30日 | 1196 | $202623 | -16.2% |
| EW | 2026年3月31日 | 2360 | $201190 | 14.6% |
| CLF | 2026年3月31日 | 10368 | $137687 | 26.0% |
| FFWM | 2025年6月30日 | 10368 | $54122 | 不再跟踪 |