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West Family Investments, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

West Family Investments, Inc.

报告期 2026-03-31 · CIK 0001568303

持仓数

259

前50大市值合计

$200.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IAU ISHARES GOLD TR

ISHARES NEW

$34.1M

384,343

17.0%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$17.0M

609,276

8.5%

TLT ISHARES TR

20 YR TR BD ETF

$16.7M

152,632

8.3%

NVDA NVIDIA CORPORATION

COM

$11.3M

64,933

5.7%

AAPL APPLE INC

COM

$10.7M

42,092

5.3%

MBB ISHARES TR

MBS ETF

$7.7M

80,697

3.8%

MSFT MICROSOFT CORP

COM

$7.1M

19,119

3.5%

GOOGL ALPHABET INC

CAP STK CL A

$7.0M

24,481

3.5%

EQT EQT CORP

COM

$6.6M

103,500

3.3%

EXE EXPAND ENERGY CORPORATION

COM

$5.5M

50,000

2.7%

AMZN AMAZON COM INC

COM

$5.4M

26,080

2.7%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$5.2M

15,244

2.6%

GDXJ VANECK ETF TRUST

JUNIOR GOLD MINE

$4.1M

34,500

2.1%

AVGO BROADCOM INC

COM

$3.7M

11,998

1.9%

META META PLATFORMS INC

CL A

$3.2M

5,522

1.6%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$2.7M

18,570

1.3%

TSLA TESLA INC

COM

$2.7M

7,131

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.6M

5,505

1.3%

LGO LARGO INC

COM

$2.5M

2,200,845

1.2%

JNJ JOHNSON & JOHNSON

COM

$2.4M

9,793

1.2%

LLY ELI LILLY & CO

COM

$2.4M

2,586

1.2%

— EXXON MOBIL CORP

COM

$2.0M

11,611

1.0%

WMT WALMART INC

COM

$2.0M

15,746

1.0%

MU MICRON TECHNOLOGY INC

COM

$1.8M

5,274

0.9%

CSCO CISCO SYS INC

COM

$1.8M

22,588

0.9%

V VISA INC

COM CL A

$1.7M

5,790

0.9%

— CRISPR THERAPEUTICS AG

NAMEN AKT

$1.7M

35,500

0.8%

CVS CVS HEALTH CORP

COM

$1.7M

22,999

0.8%

WM WASTE MGMT INC DEL

COM

$1.6M

6,889

0.8%

MRK MERCK & CO INC

COM

$1.5M

12,516

0.8%

MCD MCDONALDS CORP

COM

$1.5M

4,769

0.7%

CHT CHUNGHWA TELECOM CO LTD

SPON ADR NEW11

$1.5M

35,073

0.7%

KO COCA COLA CO

COM

$1.5M

19,295

0.7%

PG PROCTER & GAMBLE CO

COM

$1.5M

10,134

0.7%

MA MASTERCARD INCORPORATED

CL A

$1.5M

2,907

0.7%

— ASTRAZENECA PLC

ORD

$1.4M

7,120

0.7%

— ASML HLDG NV

N Y REGISTRY SHS

$1.3M

968

0.6%

JPM JPMORGAN CHASE & CO

COM

$1.3M

4,301

0.6%

VZ VERIZON COMMUNICATIONS INC

VERIZON COMMUNICATIONS INC

$1.2M

24,781

0.6%

COST COSTCO WHOLESALE CORPORATION

COM

$1.2M

1,185

0.6%

IBN ICICI BANK LIMITED

ADR

$1.2M

45,580

0.6%

UMC UNITED MICROELECTRONICS CORP

SPON ADR NEW

$1.1M

125,324

0.6%

ABBV ABBVIE INC

COM

$1.1M

4,870

0.5%

SO SOUTHERN CO

COM

$1.0M

10,635

0.5%

COR CENCORA INC

COM

$1.0M

3,262

0.5%

ED CONSOLIDATED EDISON INC

COM

$1.0M

9,048

0.5%

— LINDE PLC

SHS

$988.0K

1,993

0.5%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$956.5K

6,539

0.5%

CVX CHEVRON CORPORATION

COM

$952.2K

4,602

0.5%

NVS NOVARTIS AG

SPONSORED ADR

$947.5K

6,203

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

49%前 6 大占比

IAU17.0%SCHP8.5%TLT8.3%NVDA5.7%AAPL5.3%MBB3.8%