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World Equity Group, Inc.

SEC CIK
0000878770
最新申報
2026/7/9

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/10/30 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
256
較 2024 年第 2 季 −12
總值
$2.77 億
較 2024 年第 2 季 −$5,817 萬 (−17.4%)
申報日
2024/10/30
SEC
World Equity Group, Inc. 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock83,873$1,954 萬7.1%−3,396−3.9%減碼歷史
MSFTMicrosoft CorpStock31,341$1,349 萬4.9%−7,835−20.0%減碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY143,202$908.9 萬3.3%−6,317−4.2%減碼–
Invesco QQQ Trust Series I46090E103ETF17,990$878.0 萬3.2%+6,630+58.4%加碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF262,056$783.3 萬2.8%−655−0.2%減碼–
SPYSPDR S&P 500 ETF TrustETF12,549$720.0 萬2.6%+811+6.9%加碼歷史
NVDANVIDIA CorpStock50,211$609.8 萬2.2%+7,286+17.0%加碼歷史
AMZNAmazon Com IncStock29,775$554.8 萬2.0%−9,525−24.2%減碼歷史
First Tr Exchange-Traded FD336917109SHS126,788$531.9 萬1.9%+3,254+2.6%加碼–
iShares Core S&P 500 ETF464287200ETF7,485$431.8 萬1.6%−407−5.2%減碼–
First Tr Exchange Traded FD33741X102SMID RISNG ETF115,982$421.9 萬1.5%+7,484+6.9%加碼–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF138,449$420.2 萬1.5%+3,030+2.2%加碼–
First Tr Exchng Traded FD VI33740U778VEST BUFFERED172,666$416.3 萬1.5%−11,656−6.3%減碼–
METAMeta Platforms, Inc.Stock5,890$337.1 萬1.2%−2,373−28.7%減碼歷史
GLDSPDR Gold TrustETF13,788$335.1 萬1.2%+814+6.3%加碼歷史
iShares Tr464288877EAFE VALUE ETF53,414$307.3 萬1.1%+6,713+14.4%加碼–
GOOGLAlphabet Inc.Stock18,336$304.1 萬1.1%−16,447−47.3%減碼歷史
WMTWalmart Inc.Stock34,941$282.1 萬1.0%−720−2.0%減碼歷史
XOMExxonMobil Holdings CorpCOM23,692$277.7 萬1.0%−15,459−39.5%減碼歷史
Vanguard S&P 500 ETF922908363ETF5,159$272.2 萬1.0%−2,612−33.6%減碼–
First Trust Rising Dividend Achievers ETF33738R506ETF44,992$266.4 萬1.0%+6,090+15.7%加碼–
ProShares Tr74347X831ULTRAPRO QQQ35,400$256.6 萬0.9%+35,400新進–
First Tr Exchange Traded FD33738R118NASD TECH DIV30,740$246.8 萬0.9%+9,709+46.2%加碼–
TPLTexas Pacific Land CorpStock2,762$244.4 萬0.9%−127−4.4%減碼歷史
First Tr Exchng Traded FD VI33740U729FT VEST LAD102,667$241.7 萬0.9%−8,070−7.3%減碼–
First Tr Exchange Traded FD33738R662INTL DEV STRNGTH63,999$239.9 萬0.9%+1,473+2.4%加碼–
BACBank of America CorpStock58,911$233.8 萬0.8%−30,676−34.2%減碼歷史
BRK.BBerkshire Hathaway IncStock5,064$233.1 萬0.8%−7,404−59.4%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF18,610$217.7 萬0.8%+1,228+7.1%加碼–
JNJJohnson & JohnsonStock12,488$202.4 萬0.7%−33−0.3%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF37,500$198.0 萬0.7%−4,039−9.7%減碼–
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM127,763$193.2 萬0.7%−2,207−1.7%減碼歷史
PLTRPalantir Technologies Inc.Stock51,546$191.8 萬0.7%+5,600+12.2%加碼歷史
PFEPfizer IncStock65,953$190.9 萬0.7%+8,190+14.2%加碼歷史
RITMRithm Capital Corp.REIT164,900$187.2 萬0.7%−4,500−2.7%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF8,260$186.5 萬0.7%+1,039+14.4%加碼–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL49,058$186.4 萬0.7%+14,271+41.0%加碼–
MCDMcDonalds CorpStock5,930$180.6 萬0.7%−216−3.5%減碼歷史
HDHome Depot, Inc.Stock4,160$168.6 萬0.6%+247+6.3%加碼歷史
TSLATesla, Inc.Stock6,395$167.3 萬0.6%+439+7.4%加碼歷史
CATCaterpillar IncStock4,115$160.9 萬0.6%−122−2.9%減碼歷史
ABBVAbbVie Inc.Stock7,700$152.1 萬0.5%−396−4.9%減碼歷史
KOCoca Cola CoStock20,794$149.4 萬0.5%−1,878−8.3%減碼歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN26,399$142.0 萬0.5%+2,693+11.4%加碼–
JPMJPMorgan Chase & CoStock6,658$140.4 萬0.5%−7,784−53.9%減碼歷史
GSGoldman Sachs Group IncStock2,835$140.3 萬0.5%+720+34.0%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD29,496$139.0 萬0.5%+8,146+38.2%加碼–
MRKMerck & Co., Inc.Stock12,236$139.0 萬0.5%−256−2.0%減碼歷史
Victory Portfolios II92647N782VCSHS US 500 ENH19,877$138.7 萬0.5%+23+0.1%加碼–
GOOGAlphabet Inc.Stock8,285$138.5 萬0.5%−1,829−18.1%減碼歷史
IBMInternational Business Machines CorpStock6,175$136.5 萬0.5%+507+8.9%加碼歷史
Northern LTS FD Tr III66538R722CP HI YLD TRND58,944$130.7 萬0.5%+21,401+57.0%加碼–
iShares S&P 500 Growth ETF464287309ETF13,535$129.6 萬0.5%+6,075+81.4%加碼–
Franklin Templeton ETF Tr35473P884US MID CP MLTFCT22,850$127.3 萬0.5%−226−1.0%減碼–
PGProcter & Gamble CoStock7,258$125.7 萬0.5%+450+6.6%加碼歷史
Schwab US Dividend Equity ETF808524797ETF14,309$121.0 萬0.4%−4,436−23.7%減碼–
COSTCostco Wholesale CorpStock1,364$120.9 萬0.4%+176+14.8%加碼歷史
First Tr Exchng Traded FD VI33740F557FT VEST NAS43,247$116.8 萬0.4%+43,247新進–
First Tr Exchng Traded FD VI33740F292FT VEST US SMALL54,374$115.8 萬0.4%−10,036−15.6%減碼–
CVXChevron CorpStock7,780$114.6 萬0.4%+50+0.6%加碼歷史
VVisa Inc.Stock4,105$112.9 萬0.4%−10,844−72.5%減碼歷史
First Tr Exchng Traded FD VI33740F714FT VEST US EQT26,192$111.5 萬0.4%+26,192新進–
First Tr Exchng Traded FD VI33740F581FT VEST NAS38,686$110.8 萬0.4%−2,781−6.7%減碼–
ADPAutomatic Data Processing IncStock3,820$105.7 萬0.4%+502+15.1%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF23,277$105.5 萬0.4%+997+4.5%加碼–
First Tr Exchng Traded FD VI33740U588VEST US EQUITY M33,442$105.1 萬0.4%+33,442新進–
iShares Tr464287721U.S. TECH ETF6,804$103.2 萬0.4%+4,400+183.0%加碼–
AVGOBroadcom Inc.Stock5,910$101.9 萬0.4%−750−11.3%減碼依 10 比 1 拆股換算歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF12,876$92.4 萬0.3%−10,542−45.0%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF6,573$89.0 萬0.3%+78+1.2%加碼–
AMDAdvanced Micro Devices IncStock5,299$86.9 萬0.3%+3,433+184.0%加碼歷史
ETNEaton Corp plcStock2,610$86.5 萬0.3%−324−11.0%減碼歷史
First Tr Exchng Traded FD VI33740F839FT VEST US EQT20,142$84.9 萬0.3%00.0%不變–
Vanguard Ftse Emerging Markets ETF922042858ETF17,540$83.9 萬0.3%−715−3.9%減碼–
AJGArthur J. Gallagher & Co.COM2,975$83.7 萬0.3%+115+4.0%加碼歷史
iShares Russell 2000 ETF464287655ETF3,706$81.9 萬0.3%+373+11.2%加碼–
First Tr Exchng Traded FD VI33740U406FT VEST U.S.20,618$81.4 萬0.3%−898−4.2%減碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW13,335$79.8 萬0.3%−2,648−16.6%減碼–
CSCOCisco Systems, Inc.Stock14,950$79.6 萬0.3%−1,025−6.4%減碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF13,729$79.4 萬0.3%+542+4.1%加碼–
First Tr Exchange-Traded Alp33735J101COM SHS9,822$77.7 萬0.3%−6,558−40.0%減碼–
VZVerizon Communications IncStock17,191$77.2 萬0.3%−1,437−7.7%減碼歷史
First Tr Exch TRD Alphdx FD33737J307EM SML CP ALPH18,703$76.8 萬0.3%+458+2.5%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF2,672$75.7 萬0.3%+175+7.0%加碼–
NEENextera Energy IncStock8,934$75.5 萬0.3%−598−6.3%減碼歷史
CCitigroup IncStock11,602$72.6 萬0.3%+387+3.5%加碼歷史
NFLXNetflix IncStock1,020$72.3 萬0.3%−209−17.0%減碼歷史
CMCSAComcast CorpStock17,194$71.8 萬0.3%−45,821−72.7%減碼歷史
DHRDanaher CorpStock2,572$71.5 萬0.3%+328+14.6%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF1,861$71.5 萬0.3%+144+8.4%加碼–
MOAltria Group, Inc.Stock13,860$70.7 萬0.3%−4,935−26.3%減碼歷史
LVSLas Vegas Sands CorpCOM14,000$70.5 萬0.3%+2,800+25.0%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF2,930$69.5 萬0.3%+636+27.7%加碼–
HSYHershey CoCOM3,602$69.1 萬0.2%+145+4.2%加碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF26,437$68.5 萬0.2%+962+3.8%加碼–
ORCLOracle CorpStock3,975$67.7 萬0.2%−12,839−76.4%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF3,759$67.5 萬0.2%+445+13.4%加碼–
iShares Tr46435U713US INFRASTRUC14,293$67.1 萬0.2%+347+2.5%加碼–
LLYEli Lilly & CoStock756$67.0 萬0.2%−36−4.5%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock2,363$66.3 萬0.2%−3,750−61.3%減碼歷史

2024 年第 2 季之後清倉(68 檔)

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

World Equity Group, Inc. 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
First Tr Exchange-Traded FD33733E823GROWTH STRENGTH179,868$548.8 萬1.6%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF45,567$291.6 萬0.9%–
SPDR Series Trust78468R101ST SHO TREAS ETF94,798$273.7 萬0.8%–
HONHoneywell International IncCOM12,466$266.2 萬0.8%歷史
First Tr Exchng Traded FD VI33740F284FT VEST NASDAQ 1104,888$221.8 萬0.7%–
ENBEnbridge IncStock60,891$216.6 萬0.6%歷史
UBERUber Technologies, IncStock26,997$196.2 萬0.6%歷史
BKNGBooking Holdings Inc.Stock478$189.4 萬0.6%歷史
First Tr Exchng Traded FD VI33740F516FT VEST US EQT49,335$182.0 萬0.5%–
MAMastercard IncStock4,085$180.2 萬0.5%歷史
ADIAnalog Devices IncStock7,331$167.3 萬0.5%歷史
SCHWSchwab Charles CorpStock22,534$166.1 萬0.5%歷史
NVSNovartis AGADR14,982$159.5 萬0.5%歷史
SPDR Series Trust78468R523ST STR BL 12 ETF15,418$153.2 萬0.5%–
GDGeneral Dynamics CorpStock5,275$153.0 萬0.5%歷史
BNYBank of New York Mellon CorpStock25,228$151.1 萬0.5%歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF18,119$145.2 萬0.4%–
IQVIQVIA Holdings Inc.Stock6,569$138.9 萬0.4%歷史
CRMSalesforce, Inc.Stock5,402$138.9 萬0.4%歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF38,903$136.5 萬0.4%–
BDXBecton Dickinson & CoStock5,358$125.2 萬0.4%歷史
ULUnilever PLCSPON ADR NEW21,565$118.6 萬0.4%歷史
SPDR Series Trust78464A805ST STR PR SP150017,033$113.0 萬0.3%–
DEODiageo PLCSPON ADR NEW8,502$107.2 萬0.3%歷史
SNYSanofiSPONSORED ADR20,457$99.3 萬0.3%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF20,012$97.5 萬0.3%–
VALValaris LtdCL A12,827$95.6 萬0.3%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF8,981$82.4 萬0.2%–
ALNYAlnylam Pharmaceuticals, Inc.COM3,155$76.7 萬0.2%歷史
CORCencora, Inc.Stock3,357$75.6 萬0.2%歷史
CVSCVS Health CorpStock12,524$74.0 萬0.2%歷史
Neos ETF Trust78433H501NEOS ENH INC 1-314,335$71.3 萬0.2%–
First Tr Exch TRD Alphdx FD33737J505EURO ALPHADEX17,084$70.9 萬0.2%–
Janus Detroit STR Tr47103U852HENDERSON MTG14,794$66.1 萬0.2%–
MDTMedtronic plcStock8,053$63.4 萬0.2%歷史
First Tr Exchange-Traded FD33733E708DIVIDEND STRNGTH12,121$59.1 萬0.2%–
Direxion Shs ETF Tr25460G161DAILY NYSE FANG4,042$58.6 萬0.2%–
Global X Uranium ETF37954Y871ETF18,089$52.4 萬0.2%–
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX27,974$50.9 萬0.2%–
FISVFiserv IncStock3,236$48.2 萬0.1%歷史
INTCIntel CorpStock14,646$45.4 萬0.1%歷史
VEEVVeeva Systems IncStock2,477$45.3 萬0.1%歷史
CLXClorox CoStock3,144$42.9 萬0.1%歷史
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU7,498$41.5 萬0.1%–
LOWLowes Companies IncStock1,805$39.8 萬0.1%歷史
Direxion Shs ETF Tr25461A833DAILY NVDA BULL3,526$39.2 萬0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF15,585$39.1 萬0.1%–
VKTXViking Therapeutics, Inc.COM6,236$33.1 萬0.1%歷史
CNHCNH Industrial N.V.SHS31,405$31.8 萬0.1%歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX3,038$29.8 萬0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,512$26.9 萬0.1%–
ABNBAirbnb, Inc.Stock1,743$26.4 萬0.1%歷史
QCOMQualcomm IncStock1,289$25.7 萬0.1%歷史
Direxion Shs ETF Tr25461A874DLY AAPL BUL1.5X7,390$24.1 萬0.1%–
BAXBaxter International IncStock6,785$22.7 萬0.1%歷史
iShares Tr46435G474FALN ANGLS USD8,651$22.7 萬0.1%–
VanEck Semiconductor ETF92189F676ETF852$22.2 萬0.1%–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT3,172$22.2 萬0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF4,070$21.8 萬0.1%–
SHWSherwin Williams CoCOM711$21.2 萬0.1%歷史
TFCTruist Financial CorpCOM5,430$21.1 萬0.1%歷史
SNPSSynopsys IncCOM351$20.9 萬0.1%歷史
BABoeing CoStock1,129$20.6 萬0.1%歷史
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X22,180$20.4 萬0.1%–
Vanguard Short-Term Bond ETF921937827ETF2,632$20.2 萬0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF2,063$20.0 萬0.1%–
ARDXArdelyx, Inc.COM18,402$13.6 萬<0.1%歷史
LUCYInnovative Eyewear IncCOM20,260$1.00 萬<0.1%歷史