2W

21 West Wealth Management LLC

分散型投資策略趨勢追蹤型產業集中型

申報總市值

US$1.1億

申報季度: 2026-03-31 · 持股檔數: 63

21 West Wealth Management LLC在最新一期 13F 報告中揭露了 63 項持股，申報期為 2026-03-31，總持股市值約為 US$1.1億，季度換手率為 6.4%。

機構性格雪花圖

集中度
12.91
持倉穩定性
6.41
動能／逆勢
100
產業集中度
94.56
多樣化
100
倉位均衡度
89.76

近期動向

  • 加碼 JSCP

    +24.6%　US$77.8萬

  • 減碼 JEPQ

    -8.9%　-US$73.3萬

  • 減碼 VIG

    -13.4%　-US$59.6萬

  • 減碼 MSFT

    -1.0%　-US$32.9萬

  • 加碼 VCIT

    +6.6%　US$23.5萬

  • 減碼 JEPI

    -5.6%　-US$32.0萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1JMUBJpmorgan Municipal ETFETF-其他7.12%+0.21%+2.39%
2VOOVanguard S&p 500 ETFETF-大型股與成長6.82%-0.11%+1.54%
3MUBIshares National Muni Bond EETF-其他5.66%+0.01%-0.56%
4JEPQJPM Nasdaq Equity PremiumETF-科技型4.56%-0.60%-8.91%
5VCITVanguard Int-term CorporateETF-投資等級公司債4.30%+0.28%+6.63%
6JEPIJpmorgan Equity Premium IncoETF-其他4.29%-0.22%-5.55%
7JSCPJpmorgan Short Duration CoreETF-其他3.74%+0.77%+24.62%
8FBNDFidelity Total Bond ETFETF-其他3.31%+0.17%+4.64%
9BONDPimco Active Bond Exchange-tETF-其他3.31%+0.16%+4.12%
10VIGVanguard Dividend Apprec ETFETF-其他3.08%-0.49%-13.39%
11SPDWSte Str Spdr Pt Dw EU ETFETF-其他3.03%+0.07%-1.99%
12DFUSDimensional US Eq Mkt ETFETF-其他2.76%-0.03%+1.61%
13CMFIshares California Muni BondETF-其他2.64%+0.06%+1.62%
14VIGIVanguard Int Div App Indx FdETF-其他2.61%-0.02%+0.85%
15VOVanguard Mid-cap ETFETF-其他2.45%+0.01%+0.07%
16SPMDSs Spdr P S&p 400 Midcap ETFETF-其他2.33%—-2.36%
17QEFAStsr Spd Msc Eaf Stgfs-us InETF-其他2.30%—-3.23%
18NVDANvidia CORP股票-科技2.04%-0.14%-1.64%
19IVVIshares Core S&p 500 ETFETF-大型股與成長1.96%-0.08%-0.89%
20SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.86%-0.08%-1.19%
21VYMVanguard High Dvd Yield ETFETF-其他1.81%-0.11%-10.12%
22STIPIshares 0-5 Year Tips Bond EETF-其他1.75%-0.02%-3.73%
23VBVanguard Small-cap ETFETF-其他1.71%—-1.32%
24SPSMSs Spdr P S&p 600 Small CapETF-中小型股1.67%—-2.65%
25IJHIshares Core S&p Midcap ETFETF-其他1.50%+0.06%—
26ONEVSs Spdr R1000 Lo Vol Foc ETFETF-其他1.41%—-0.61%
27AAPLApple INC股票-科技1.38%-0.08%-0.78%
28JPREJpmorgan Realty Income ETFETF-其他1.36%+0.09%+2.26%
29FNDESchwab Fndmntl Em Mrk Eq ETFETF-其他1.23%—-6.27%
30SHYGIshares 0-5 Yr Hy CORP BondETF-投資等級公司債1.12%—+1.50%
31FRELFidelity Msci Rl Est IndxETF-其他1.12%+0.05%+2.85%
32EFAIshares Msci Eafe ETFETF-其他0.98%——
33MSFTMicrosoft CORP股票-科技0.96%-0.28%-0.96%
34EMXCIshares Msci Emr Mrk Ex ChnaETF-其他0.86%—-6.45%
35SCZIshares Msci Eafe Small-capETF-其他0.73%—-2.63%
36GOOGAlphabet Inc-cl C股票-通訊服務0.67%-0.05%+0.60%
37AMZNAmazon.com INC股票-循環性消費0.66%-0.06%—
38GOOGLAlphabet Inc-cl A股票-通訊服務0.62%-0.04%+0.17%
39SRLNSs Blackstone Sr Loan ETFETF-其他0.61%—+3.78%
40IJRIshares Core S&p Small-cap EETF-中小型股0.61%—-2.76%
41JPMJpmorgan Chase & Co股票-金融0.51%-0.04%—
42IJKIshares S&p Mid-cap 400 GrowETF-其他0.51%+0.03%—
43IWSIshares Russell Mid-cap ValuETF-其他0.46%+0.02%—
44VEAVanguard Ftse Developed ETFETF-其他0.46%—-0.39%
45NYFIshares New York Muni Bond EETF-其他0.42%+0.09%+26.24%
46METAMeta Platforms Inc-class A股票-通訊服務0.38%-0.05%-0.70%
47AVGOBroadcom INC股票-科技0.33%-0.03%—
48IJTIshares S&p Small-cap 600 GrETF-其他0.33%——
49BRK-BBerkshire Hathaway Inc-cl B股票-其他0.32%-0.01%—
50LLYEli Lilly & Co股票-醫療保健0.30%-0.04%—
1–50 of 63

本季持股變動

21 West Wealth Management LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Vanguard Consumer Staple ETF (VDC); 新建倉: Vanguard Mortgage-backed Sec (VMBS); 新建倉: Applied Materials INC (AMAT); 清倉: Bank Of America CORP (BAC); 新建倉: Costco Wholesale CORP (COST).

21 West Wealth Management LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1JSCPJpmorgan Short Duration Core+0.8%+24.62%加碼
2VCITVanguard Int-term Corporate+0.3%+6.63%加碼
3JMUBJpmorgan Municipal ETF+0.2%+2.39%加碼
4FBNDFidelity Total Bond ETF+0.2%+4.64%加碼
5BONDPimco Active Bond Exchange-t+0.2%+4.12%加碼
6NYFIshares New York Muni Bond E+0.1%+26.24%加碼
7JPREJpmorgan Realty Income ETF+0.1%+2.26%加碼
8SPDWSte Str Spdr Pt Dw EU ETF+0.1%-1.99%減碼
9IJHIshares Core S&p Midcap ETF+0.1%—不變
10CMFIshares California Muni Bond+0.1%+1.62%加碼
11AGGIshares Core U.s. Aggregate+0.1%+20.68%加碼
12FRELFidelity Msci Rl Est Indx+0.1%+2.85%加碼
13DFCFDimensional Core Fixed INC0%+18.19%加碼
14ETNEaton Corporation plc0%—不變
15WMTWalmart INC0%—不變
16IJKIshares S&p Mid-cap 400 Grow0%—不變
17VNQVanguard Real Estate ETF0%+7.22%加碼
18IWSIshares Russell Mid-cap Valu0%—不變
19TTTrane Technologies plc0%—不變
20MUBIshares National Muni Bond E0%-0.56%減碼
21VOVanguard Mid-cap ETF0%+0.07%加碼
22BRK-BBerkshire Hathaway Inc-cl B0%—不變
23VIGIVanguard Int Div App Indx Fd0%+0.85%加碼
24STIPIshares 0-5 Year Tips Bond E0%-3.73%減碼
25DFUSDimensional US Eq Mkt ETF0%+1.61%加碼
26AVGOBroadcom INC0%—不變
27MUMicron Technology INC0%-28.07%減碼
28GOOGLAlphabet Inc-cl A0%+0.17%加碼
29LLYEli Lilly & Co0%—不變
30JPMJpmorgan Chase & Co0%—不變
31VVisa Inc-class A Shares0%—不變
32METAMeta Platforms Inc-class A-0.1%-0.70%減碼
33GOOGAlphabet Inc-cl C-0.1%+0.60%加碼
34BSVVanguard Short-term Bond ETF-0.1%-20.08%減碼
35AMZNAmazon.com INC-0.1%—不變
36SPYSs Spdr S&p 500 ETF Trust-us-0.1%-1.19%減碼
37IVVIshares Core S&p 500 ETF-0.1%-0.89%減碼
38AAPLApple INC-0.1%-0.78%減碼
39VOOVanguard S&p 500 ETF-0.1%+1.54%加碼
40VYMVanguard High Dvd Yield ETF-0.1%-10.12%減碼
41NVDANvidia CORP-0.1%-1.64%減碼
42JEPIJpmorgan Equity Premium Inco-0.2%-5.55%減碼
43MSFTMicrosoft CORP-0.3%-0.96%減碼
44VIGVanguard Dividend Apprec ETF-0.5%-13.39%減碼
45JEPQJPM Nasdaq Equity Premium-0.6%-8.91%減碼
46VDCVanguard Consumer Staple ETF—EXIT清倉
47VMBSVanguard Mortgage-backed Sec—NEW新建倉
48AMATApplied Materials INC—NEW新建倉
49BACBank Of America CORP—EXIT清倉
50COSTCostco Wholesale CORP—NEW新建倉

FAQ

21 West Wealth Management LLC 是什麼機構？屬於哪種投資人類型？
21 West Wealth Management LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.1億，分佈在 63 個已申報部位之中。
21 West Wealth Management LLC 目前前幾大持股有哪些？
根據最新 13F 申報，21 West Wealth Management LLC 按市值排列的前幾大持股為： 1. Jpmorgan Municipal ETF (JMUB) — US$766.7萬 (7.1%) 2. Vanguard S&p 500 ETF (VOO) — US$733.9萬 (6.8%) 3. Ishares National Muni Bond E (MUB) — US$609.8萬 (5.7%) 4. JPM Nasdaq Equity Premium (JEPQ) — US$490.8萬 (4.6%) 5. Vanguard Int-term Corporate (VCIT) — US$462.9萬 (4.3%)
21 West Wealth Management LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，21 West Wealth Management LLC 共進行了 38 項顯著調整：新建倉 3 個部位、加碼 18 個既有持股、減碼 15 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：清倉: Vanguard Consumer Staple ETF (VDC); 新建倉: Vanguard Mortgage-backed Sec (VMBS); 新建倉: Applied Materials INC (AMAT); 清倉: Bank Of America CORP (BAC); 新建倉: Costco Wholesale CORP (COST)
21 West Wealth Management LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，21 West Wealth Management LLC 的主要板塊分佈如下： • Information Technology: 51.3% • Communication Services: 16.7% • Financials: 11.2% • Consumer Discretionary: 6.7% • Health Care: 5.6% • Industrials: 4.5%