WORLD EQUITY GROUP, INC.

SEC CIK
0000878770

2026 年第 2 季 持倉

持倉截至 2026/6/30,申報日 2026/7/9。SEC

持股檔數
375
較 2026 年第 1 季 +7
總值
$4.47 億
較 2026 年第 1 季 +$6,051.62 萬 (+15.7%)

跟 2026 年第 1 季 比較:新進、加碼、減碼與清倉

持股

只含多頭部位。變化是跟 2026 年第 1 季 比股數。

WORLD EQUITY GROUP, INC. 在 2026 年第 2 季 的持倉
證券類別股數市值佔組合 %股數變化動作歷年
AAPLAPPLE INC COMStock76,949$2,226.56 萬4.99%−1,662−2.1%減碼查看
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NVDANVIDIA CORPORATION COMStock63,153$1,263.71 萬2.83%+3,799+6.4%加碼查看
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AMZNAMAZON COM INC COMStock36,694$874.57 萬1.96%+692+1.9%加碼查看
GOOGLALPHABET INC CAP STK CL AStock20,089$717.94 萬1.61%−84−0.4%減碼查看
ISHARES CORE S&P 500 ETF464287200ETF9,018$675.47 萬1.51%+1,479+19.6%加碼–
TSLATESLA INC COMStock13,237$556.73 萬1.25%+2,011+17.9%加碼查看
METAMETA PLATFORMS INC CL AStock9,808$552.45 萬1.24%+716+7.9%加碼查看
PLTRPALANTIR TECHNOLOGIES INC CL AStock43,627$509 萬1.14%+2,948+7.2%加碼查看
FIRST TR EXCHNG TRADED FD VI33740U778VEST BUFFERED170,648$500.26 萬1.12%+2,021+1.2%加碼–
VANGUARD S&P 500 ETF922908363ETF7,197$494.28 萬1.11%−123−1.7%減碼–
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR10,230$488.47 萬1.09%+4,790+88.1%加碼查看
FIRST TR EXCHNG TRADED FD VI33740F755FT LADD BUFF ETF125,694$459.16 萬1.03%+962+0.8%加碼–
FIRST TR EXCHNG TRADED FD VI33740U752FT VEST NASD ETF114,741$450.59 萬1.01%−169−0.1%減碼–
GOOGALPHABET INC CAP STK CL CStock11,805$417.11 萬0.93%+552+4.9%加碼查看
LISTED FDS TR53656H769ALPHADROID BROAD147,129$391.35 萬0.88%+10,351+7.6%加碼–
FIRST TR EXCHNG TRADED FD VI33740U430FT VEST US EQ UN97,978$372.54 萬0.83%+41,575+73.7%加碼–
ALPHADROID DEFENSIVE SECTOR ROTATION ETF53656H751ALPHADROID DEFN144,787$370.55 萬0.83%+12,384+9.4%加碼–
AVGOBROADCOM INC COMStock9,660$364.93 萬0.82%−9,614−49.9%減碼查看
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CATCATERPILLAR INC COMStock3,285$349.78 萬0.78%−3,723−53.1%減碼查看
XOMEXXON MOBIL CORPCOM25,108$343.29 萬0.77%−519−2.0%減碼查看
BACBANK OF AMER CORP COMStock59,384$338.37 萬0.76%−480−0.8%減碼查看
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock6,738$337.16 萬0.75%+645+10.6%加碼查看
AMDADVANCED MICRO DEVICES INC COMStock5,803$337.07 萬0.75%+678+13.2%加碼查看
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF37,691$331.23 萬0.74%+24,865+193.9%加碼–
TPLTEXAS PACIFIC LAND CORPORATION COMStock6,964$304.77 萬0.68%+119+1.7%加碼查看
JPMJPMORGAN CHASE & CO COMStock8,987$294.18 萬0.66%−129−1.4%減碼查看
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF15,111$287.88 萬0.64%+1,090+7.8%加碼–
LISTED FDS TR53656F599SWAN HEDGED EQTY102,912$274.36 萬0.61%+68,615+200.1%加碼–
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771ETF87,295$271.49 萬0.61%+3,007+3.6%加碼–
ISHARES CORE S&P SMALL CAP ETF464287804ETF17,913$265.67 萬0.59%−593−3.2%減碼–
GSGOLDMAN SACHS GROUP INC COMStock2,487$251.59 萬0.56%−524−17.4%減碼查看
CCITIGROUP INC COM NEWStock17,679$247.16 萬0.55%−9,045−33.8%減碼查看
LRCXLAM RESEARCH CORP COM NEWStock5,576$241.63 萬0.54%+29+0.5%加碼查看
WMTWALMART INC COMStock21,035$238.25 萬0.53%−2,840−11.9%減碼查看
NORTHERN LTS FD TR IV66538H591MAIN SECTR ROTN33,018$237.92 萬0.53%+8,638+35.4%加碼–
LLYELI LILLY & CO COMStock1,971$236.42 萬0.53%+87+4.6%加碼查看
ISHARES TR46434V613CORE UNIVRSL USD47,087$217.31 萬0.49%+13,314+39.4%加碼–
CSCOCISCO SYS INC COMStock17,239$202.49 萬0.45%−10,957−38.9%減碼查看
CRWDCROWDSTRIKE HLDGS INC CL AStock2,634$201.01 萬0.45%+125+5.0%加碼查看
ABBVABBVIE INC COMStock7,975$200.7 萬0.45%+96+1.2%加碼查看
INNOVATOR ETFS TRUST45784N510EQUITY DUAL DIRT88,709$195.16 萬0.44%+13,857+18.5%加碼–
ISHARES S&P 500 GROWTH ETF464287309ETF14,006$192.68 萬0.43%−500−3.4%減碼–
SPDR SERIES TRUST78464A805ST STR PR SP150020,808$188.91 萬0.42%+18,123+675.0%加碼–
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF21,822$187.97 萬0.42%+17,429+396.7%加碼–
SNDKSANDISK CORPCOM820$186.45 萬0.42%+820新進查看
ETNEATON CORP PLC SHSStock4,357$185.66 萬0.42%−115−2.6%減碼查看
SCHWAB US DIVIDEND EQUITY ETF808524797ETF58,549$185.66 萬0.42%−1,020−1.7%減碼–
MRKMERCK & CO INC COMStock14,093$181.1 萬0.41%+3,797+36.9%加碼查看
FIRST TR EXCHNG TRADED FD VI33740U364VEST US EQU UNCA41,968$180.35 萬0.40%+21,716+107.2%加碼–
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF5,714$173.21 萬0.39%+74+1.3%加碼–
KOCOCA COLA CO COMStock21,156$171.94 萬0.38%−21,476−50.4%減碼查看
ETFIS SER TR I26923G822VIRTUS INFRCAP79,787$164.13 萬0.37%+11,750+17.3%加碼–
MCDMCDONALDS CORP COMStock5,926$160.19 萬0.36%−180−2.9%減碼查看
WISDOMTREE TR97717X263DYNAMIC INTL EQT33,314$153.83 萬0.34%+1,786+5.7%加碼–
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663ETF16,612$152.23 萬0.34%+16,612新進–
JNJJOHNSON & JOHNSON COMStock5,977$151.82 萬0.34%−509−7.8%減碼查看
PACER US CASH COWS 100 ETF69374H881ETF23,959$149.03 萬0.33%+1,115+4.9%加碼–
GOLDMAN SACHS ETF TR381430123MARKETBETA US EQ14,168$146.07 萬0.33%+2,642+22.9%加碼–
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889ETF28,884$145.55 萬0.33%+20,988+265.8%加碼–
FIRST TR EXCHNG TRADED FD VI33740F243VEST LAD CAP ETF57,634$144.6 萬0.32%+200.0%加碼–
INVESCO EXCHANGE TRADED FD T46137V464S&P MDCP MOMNTUM8,486$144.46 萬0.32%−408−4.6%減碼–
HDHOME DEPOT INC COMStock4,066$143.41 萬0.32%+54+1.3%加碼查看
CVXCHEVRON CORPORATION COMStock8,628$143.02 萬0.32%−11,908−58.0%減碼查看
VANGUARD MORNINGSTAR VALUE ETF922908744ETF6,420$139.92 萬0.31%−708−9.9%減碼–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF23,382$139.56 萬0.31%−1,193−4.9%減碼–
AMERICAN CENTY ETF TR025072133AVAN US VALU ETF17,278$139.23 萬0.31%+17,278新進–
ASMLASML HLDG NV N Y REGISTRY SHSADR690$137.33 萬0.31%+690新進查看
FIRST TR EXCHNG TRADED FD VI33740U323FT VEST US EQUT37,442$136.38 萬0.31%+1,585+4.4%加碼–
VVISA INC COM CL AStock3,906$133.45 萬0.30%+95+2.5%加碼查看
SPDR SERIES TRUST78468R200ST STR RATE ETF43,232$133.37 萬0.30%+43,232新進–
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT19,545$132.94 萬0.30%−474−2.4%減碼–
IBMINTERNATIONAL BUSINESS MACHS COMStock4,693$131.98 萬0.30%−73−1.5%減碼查看
PGPROCTER & GAMBLE CO COMStock8,928$130.91 萬0.29%+114+1.3%加碼查看
MUMICRON TECHNOLOGY INC COMStock1,134$130.9 萬0.29%−281−19.9%減碼查看
RITMRITHM CAPITAL CORP COM NEWREIT138,000$129.58 萬0.29%+16,200+13.3%加碼查看
FIRST TR EXCHANGE-TRADED FD33733E732WCM INTL EQUITY65,920$129.01 萬0.29%+1,794+2.8%加碼–
VICTORY PORTFOLIOS II92647N782VCSHS US 500 ENH15,808$126.59 萬0.28%+10.0%加碼–
VOYGVOYAGER TECHNOLOGIES INCCOM CL A38,433$123.95 萬0.28%+400+1.1%加碼查看
FIRST TR EXCHNG TRADED FD VI33740F144FT VEST US EQUIT30,833$120.74 萬0.27%+567+1.9%加碼–
ACVVIRTUS DIVERSIFIED INCM & COCOM41,950$118.89 萬0.27%+7,558+22.0%加碼查看
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF21,855$117.16 萬0.26%+620+2.9%加碼–
UNHUNITEDHEALTH GROUP INC COMStock2,677$111.24 萬0.25%+172+6.9%加碼查看
FIRST TR EXCHNG TRADED FD VI33740U729FT VEST LAD39,757$111.04 萬0.25%−1,125−2.8%減碼–
NEOS ETF TRUST78433H675NASDAQ 100 HIGH19,501$110.75 萬0.25%+1,791+10.1%加碼–
ISHARES S&P 500 VALUE ETF464287408ETF4,759$108.06 萬0.24%−1,364−22.3%減碼–
ISHARES TR464289859CORE 80 20 ETF10,989$107.25 萬0.24%+80+0.7%加碼–
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704ETF5,774$106.95 萬0.24%+127+2.2%加碼–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF2,847$105.34 萬0.24%+31+1.1%加碼–
MRVLMARVELL TECHNOLOGY INCCOM3,527$105.07 萬0.24%−392−10.0%減碼查看
FIRST TR EXCHANGE-TRADED FD33733E690VEST LADDERED48,959$101.79 萬0.23%+48,959新進–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF12,620$101.68 萬0.23%+9,529+308.3%加碼–
ISHARES RUSSELL 2000 ETF464287655ETF3,316$99.64 萬0.22%−69−2.0%減碼–
SPDR SERIES TRUST78468R770ST STR R1K YLD7,526$96.41 萬0.22%+3,783+101.1%加碼–
ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396ETF2,812$96.4 萬0.22%−542−16.2%減碼–
VRTVERTIV HOLDINGS COCOM CL A2,860$95.76 萬0.21%+18+0.6%加碼查看

2026 年第 1 季 之後清倉(56 檔)

2026 年第 1 季 季末還持有、這份申報已經沒有的部位。

WORLD EQUITY GROUP, INC. 在 2026 年第 1 季 之後清倉的部位
證券類別2026 年第 1 季 股數2026 年第 1 季 市值2026 年第 1 季 佔組合 %
BNY MELLON ETF TRUST09661T800HIGH YIELD ETF33,984$161.12 萬0.42%
FRANKLIN TEMPLETON ETF TR35473P884US MID CP MLTFCT25,028$137.47 萬0.36%
FIRST TR EXCHANGE-TRADED FD33734X309S NETWRK FUT VEH12,441$100.54 萬0.26%
LITELUMENTUM HLDGS INCCOM1,421$99.86 萬0.26%
CVNACARVANA COCL A2,362$74.26 萬0.19%
PIMCO ETF TR72201R718ENHNCD LW DUR AC7,693$73.71 萬0.19%
PHYSSPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR20,659$73.22 萬0.19%
SUSUNCOR ENERGY INC NEW COMStock10,229$67.63 萬0.18%
HLHECLA MNG COCOM34,636$64.53 萬0.17%
ALBALBEMARLE CORP COMStock3,509$63 萬0.16%
FIRST TR EXCHNG TRADED FD VI33740U505FT VEST UQ EQT11,932$59.33 萬0.15%
FIRST TR EXCHNG TRADED FD VI33740F847FT VEST US EQT11,018$58.83 萬0.15%
FIRST TR EXCHNG TRADED FD VI33740F664FT VEST US EQT12,100$57.69 萬0.15%
ISHARES FLEXIBLE INCOME ACTIVE ETF092528603ETF11,030$57.29 萬0.15%
FIRST TR EXCHNG TRADED FD VI33740F599FT VEST US EQT11,789$57.17 萬0.15%
AHRAMERICAN HEALTHCARE REIT INCCOM SHS12,118$57.15 萬0.15%
AMERICAN CENTY ETF TR025072687AVANTIS SHFXDINC12,061$56.45 萬0.15%
FIRST TR EXCHNG TRADED FD VI33740U307FT VEST US EQT11,215$56.45 萬0.15%
WELLWELLTOWER INC COMREIT2,751$54.39 萬0.14%
LAURLAUREATE ED INCCOMMON STOCK15,505$54.02 萬0.14%
XELXCEL ENERGY INC COMStock6,561$52.12 萬0.13%
CVSCVS HEALTH CORP COMStock6,932$49.79 萬0.13%
MANAGED PORTFOLIO SERIES56167R705LEUTHOLD SELECT11,620$47 萬0.12%
PSLVSPROTT ASSET MANAGEMENT LPPHYSICAL SILVER19,203$46.84 萬0.12%
GHGUARDANT HEALTH INCCOM4,467$41.26 萬0.11%
CCLCARNIVAL CORPUNIT 99/99/999915,786$40.85 萬0.11%
ABNBAIRBNB INC COM CL AStock3,158$39.88 萬0.10%
ELLAUDER ESTEE COS INCCL A5,414$38.86 萬0.10%
FCXFREEPORT MCMORAN INC CL BStock6,390$37.56 萬0.10%
ISHARES TR46435G672CORE INTL AGGR7,410$37.08 萬0.10%
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF3,388$33.63 萬0.09%
CAPITAL GRP FIXED INCM ETF T14020Y201MUN INM ETF11,584$31.45 萬0.08%
ADSKAUTODESK INCCOM1,218$29.16 萬0.08%
CDNSCADENCE DESIGN SYSTEM INC COMStock1,022$28.4 萬0.07%
CAPITAL GRP FIXED INCM ETF T14020Y805MUN HIGH ETF11,106$28.12 萬0.07%
CLHCLEAN HARBORS INCCOM962$27.58 萬0.07%
VICTORY PORTFOLIOS II92647X830SHS FR CA FL ETF6,915$27.3 萬0.07%
BLDRBUILDERS FIRSTSOURCE INC COMStock3,308$27.23 萬0.07%
ADPAUTOMATIC DATA PROCESSING INC COMStock1,334$27.1 萬0.07%
CARRCARRIER GLOBAL CORPORATION COMStock4,674$26.32 萬0.07%
FLNCFLUENCE ENERGY INCCOM CL A18,992$26.13 萬0.07%
BLKBLACKROCK INC COMStock268$25.77 萬0.07%
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR2,034$25.51 萬0.07%
IRINGERSOLL RAND INCCOM3,116$24.96 萬0.06%
J P MORGAN EXCHANGE TRADED F46641Q159INCOME ETF5,371$24.74 萬0.06%
TMUST-MOBILE US INC COMStock1,164$24.45 萬0.06%
CAPITAL GROUP GBL GROWTH EQT14020X104SHS CREAT UNIT6,886$22.98 萬0.06%
CNICANADIAN NATL RY CO COMStock2,208$22.73 萬0.06%
BIDUBAIDU INC SPON ADR REP AADR2,032$22.64 萬0.06%
CEGCONSTELLATION ENERGY CORP COMStock776$21.69 萬0.06%
PIMCO ETF TR72201R585MULTISECTOR BD8,185$21.44 萬0.06%
LVSLAS VEGAS SANDS CORPCOM3,954$21.3 萬0.06%
ISHARES TR46435G326CORE MSCI INTL2,471$20.65 萬0.05%
CTASCINTAS CORP COMStock1,216$20.57 萬0.05%
BBARRICK MNG CORP COM SHSStock5,022$20.49 萬0.05%
PROSHARES TR74349Y498ULTRA XRP ETF19,571$7.22 萬0.02%

各季 13F 申報