21 West Wealth Management LLC 13F 持仓 · 2026年Q2
21 West Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 1.17 亿美元。前几大持仓：VOO（7.31%）、JMUB（6.91%）、MUB（5.26%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $8.6M | 7.31% | 12,463 | 增持 |
| 2 | JMUB | J P MORGAN EXCHANGE TRADED F | $8.1M | 6.91% | 159,631 | 增持 |
| 3 | MUB | ISHARES TR | $6.2M | 5.26% | 57,240 | 减持 |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | $5.3M | 4.54% | 86,508 | 减持 |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $4.7M | 4.04% | 57,240 | 增持 |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.3M | 3.70% | 76,754 | 减持 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $3.7M | 3.13% | 15,475 | 增持 |
| 8 | JSCP | J P MORGAN EXCHANGE TRADED F | $3.6M | 3.09% | 76,794 | 减持 |
| 9 | BOND | PIMCO ETF TR | $3.6M | 3.05% | 38,776 | 增持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $3.6M | 3.05% | 78,463 | 增持 |
| 11 | SPDW | SPDR INDEX SHS FDS | $3.5M | 3.00% | 69,603 | 减持 |
| 12 | DFUS | DIMENSIONAL ETF TRUST | $3.5M | 2.99% | 42,721 | 增持 |
| 13 | CMF | ISHARES TR | $3.0M | 2.60% | 52,882 | 增持 |
| 14 | VIGI | VANGUARD WHITEHALL FDS | $3.0M | 2.54% | 31,802 | 增持 |
| 15 | VO | VANGUARD INDEX FDS | $3.0M | 2.54% | 36,879 | 增持 |
| 16 | SPMD | SPDR SERIES TRUST | $2.9M | 2.44% | 42,238 | 减持 |
| 17 | QEFA | SPDR INDEX SHS FDS | $2.5M | 2.16% | 26,344 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $2.5M | 2.15% | 12,574 | 减持 |
| 19 | IVV | ISHARES TR | $2.4M | 2.03% | 3,168 | 减持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 1.96% | 3,069 | 减持 |
| 21 | VB | VANGUARD INDEX FDS | $2.1M | 1.81% | 6,976 | 减持 |
| 22 | SPSM | SPDR SERIES TRUST | $2.1M | 1.80% | 36,561 | 减持 |
| 23 | STIP | ISHARES TR | $2.0M | 1.73% | 19,779 | 增持 |
| 24 | VYM | VANGUARD WHITEHALL FDS | $2.0M | 1.71% | 12,638 | 减持 |
| 25 | IJH | ISHARES TR | $1.8M | 1.58% | 23,916 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR