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West Wealth Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

West Wealth Group, LLC

报告期 2026-03-31 · CIK 0001923591

持仓数

130

前50大市值合计

$472.8M

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*

IVW ISHARES TR

S&P 500 GRWT ETF

$53.1M

469,119

11.2%

IVE ISHARES TR

S&P 500 VAL ETF

$51.8M

245,287

11.0%

CORO BLACKROCK ETF TRUST

ISHARES INTL CTR

$43.2M

1,342,357

9.1%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$43.0M

562,031

9.1%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$37.8M

649,206

8.0%

IUSB ISHARES TR

CORE UNIVRSL USD

$19.8M

428,064

4.2%

EFV ISHARES TR

EAFE VALUE ETF

$19.6M

263,080

4.1%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$19.2M

408,658

4.1%

CMF ISHARES TR

CALIF MUN BD ETF

$18.9M

331,806

4.0%

THRO BLACKROCK ETF TRUST

ISHARES US THEMA

$17.0M

470,728

3.6%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$16.8M

511,188

3.6%

AAPL APPLE INC

COM

$14.2M

55,774

3.0%

JMOM J P MORGAN EXCHANGE TRADED F

US MOMENTUM

$12.3M

180,372

2.6%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$11.7M

190,199

2.5%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$11.3M

160,155

2.4%

PZA INVESCO EXCH TRADED FD TR II

NATL AMT MUNI

$10.2M

442,800

2.2%

QUAL ISHARES TR

MSCI USA QLT FCT

$7.6M

39,644

1.6%

NVDA NVIDIA CORPORATION

COM

$6.6M

37,594

1.4%

GOVT ISHARES TR

US TREAS BD ETF

$4.8M

210,862

1.0%

XTEN BONDBLOXX ETF TRUST

BLOOMBERG TEN YR

$4.0M

86,342

0.8%

AVGO BROADCOM INC

COM

$3.9M

12,491

0.8%

MSFT MICROSOFT CORP

COM

$3.7M

9,951

0.8%

SPMB SPDR SERIES TRUST

STATE STREET SPD

$3.6M

158,721

0.8%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$3.4M

70,754

0.7%

AMZN AMAZON COM INC

COM

$3.0M

14,167

0.6%

EFG ISHARES TR

EAFE GRWTH ETF

$2.9M

26,097

0.6%

IAU ISHARES GOLD TR

ISHARES NEW

$2.5M

28,749

0.5%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$2.5M

48,351

0.5%

TSLA TESLA INC

COM

$2.1M

5,764

0.5%

IYW ISHARES TR

U.S. TECH ETF

$1.8M

9,962

0.4%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$1.7M

43,511

0.4%

USMV ISHARES TR

MSCI USA MIN VOL

$1.5M

16,592

0.3%

BA BOEING CO

COM

$1.5M

7,394

0.3%

IVV ISHARES TR

CORE S&P500 ETF

$1.4M

2,135

0.3%

ESGU ISHARES TR

ESG AWR MSCI USA

$1.3M

9,468

0.3%

GTOP GOLDMAN SACHS ETF TR

TECHNOLOGY OPPOR

$1.1M

30,640

0.2%

SRE SEMPRA

COM

$1.1M

10,862

0.2%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$1.0M

9,429

0.2%

AMD ADVANCED MICRO DEVICES INC

COM

$992.1K

4,877

0.2%

LRCX LAM RESEARCH CORP

COM NEW

$941.5K

4,406

0.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$891.4K

2,778

0.2%

GOOGL ALPHABET INC

CAP STK CL A

$875.9K

3,045

0.2%

JPM JPMORGAN CHASE & CO

COM

$861.3K

2,928

0.2%

WMT WALMART INC

COM

$839.4K

6,753

0.2%

PLD PROLOGIS INC.

COM

$812.0K

6,143

0.2%

META META PLATFORMS INC

CL A

$805.8K

1,408

0.2%

GOOG ALPHABET INC

CAP STK CL C

$802.1K

2,796

0.2%

VLUE ISHARES TR

MSCI USA VALUE

$780.9K

5,491

0.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$778.0K

1,196

0.2%

— EXXON MOBIL CORP

COM

$766.2K

4,515

0.2%

* 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

53%前 6 大占比

IVW11.2%IVE11.0%CORO9.1%SPYM9.1%DYNF8.0%IUSB4.2%