World Equity Group, Inc.
- SEC CIK
- 0000878770
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 317
- 較 2025 年第 1 季 +17
- 總值
- $3.67 億
- 較 2025 年第 1 季 +$1,656 萬 (+4.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 261,966 | $1,736 萬 | 4.7% | +24,620+10.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 83,511 | $1,703 萬 | 4.6% | −26,886−24.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,363 | $1,461 萬 | 4.0% | −8,739−22.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,005 | $1,379 萬 | 3.8% | +4,257+20.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 15,994 | $1,180 萬 | 3.2% | +8,828+123.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 56,522 | $893.0 萬 | 2.4% | −7,029−11.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 261,244 | $830.8 萬 | 2.3% | −24,544−8.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,687 | $783.9 萬 | 2.1% | −333−2.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,700 | $673.5 萬 | 1.8% | −1,192−3.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 148,794 | $623.0 萬 | 1.7% | +9,733+7.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 18,405 | $561.0 萬 | 1.5% | +2,259+14.0% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 39,705 | $541.3 萬 | 1.5% | −10,464−20.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F813 | ACTV FCTR MDCP | 163,088 | $524.0 萬 | 1.4% | +136,179+506.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,007 | $497.3 萬 | 1.4% | −3,062−27.7% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 69,417 | $440.7 萬 | 1.2% | +1,869+2.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 169,675 | $433.4 萬 | 1.2% | −16,010−8.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 115,927 | $384.9 萬 | 1.0% | −7,738−6.3% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,741 | $383.0 萬 | 1.0% | +1,256+22.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 12,046 | $352.0 萬 | 1.0% | +5,900+96.0% | 加碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 41,100 | $341.1 萬 | 0.9% | −2,500−5.7% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 57,880 | $330.0 萬 | 0.9% | +527+0.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,521 | $316.8 萬 | 0.9% | +423+6.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,718 | $312.2 萬 | 0.9% | −2,696−13.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 31,180 | $304.9 萬 | 0.8% | −3,965−11.3% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 76,345 | $300.5 萬 | 0.8% | +2,058+2.8% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 46,420 | $291.2 萬 | 0.8% | +3,619+8.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 9,052 | $287.5 萬 | 0.8% | −543−5.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 60,069 | $284.2 萬 | 0.8% | +59+0.1% | 加碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 2,669 | $282.0 萬 | 0.8% | −24−0.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 25,871 | $278.9 萬 | 0.8% | +818+3.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 25,296 | $228.1 萬 | 0.6% | +1,693+7.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 8,213 | $226.4 萬 | 0.6% | +309+3.9% | 加碼 | 歷史 |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 38,325 | $222.6 萬 | 0.6% | −4,968−11.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,930 | $216.1 萬 | 0.6% | +14+0.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,900 | $206.6 萬 | 0.6% | +38+0.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,677 | $193.6 萬 | 0.5% | +61+0.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,436 | $188.3 萬 | 0.5% | +543+7.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,891 | $186.0 萬 | 0.5% | −20,883−55.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,469 | $185.7 萬 | 0.5% | +1,256+13.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,433 | $182.1 萬 | 0.5% | +232+2.1% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 71,761 | $176.1 萬 | 0.5% | +31,198+76.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 64,655 | $171.3 萬 | 0.5% | +9,465+17.1% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 2,420 | $171.3 萬 | 0.5% | +90+3.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U430 | FT VEST US EQ UN | 54,728 | $169.2 萬 | 0.5% | +1,669+3.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,946 | $169.1 萬 | 0.5% | −4,626−43.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 4,403 | $161.4 萬 | 0.4% | −1,457−24.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,540 | $161.0 萬 | 0.4% | −2,246−17.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,505 | $159.9 萬 | 0.4% | −2,552−36.2% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 16,551 | $157.8 萬 | 0.4% | −7,105−30.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 8,415 | $156.2 萬 | 0.4% | −351−4.0% | 減碼 | 歷史 |
| RITMRithm Capital Corp. | REIT | 138,300 | $156.1 萬 | 0.4% | −200−0.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 21,700 | $153.5 萬 | 0.4% | −90.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,276 | $152.6 萬 | 0.4% | +186+4.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 8,173 | $144.5 萬 | 0.4% | −694−7.8% | 減碼 | – |
| CATCaterpillar Inc | Stock | 3,690 | $143.2 萬 | 0.4% | −181−4.7% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 7,745 | $141.6 萬 | 0.4% | −1,283−14.2% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,800 | $141.5 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 25,651 | $141.3 萬 | 0.4% | +6,952+37.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,418 | $140.4 萬 | 0.4% | −8,204−85.3% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 30,099 | $139.2 萬 | 0.4% | −6,921−18.7% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 25,940 | $128.3 萬 | 0.3% | −813−3.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,389 | $127.7 萬 | 0.3% | +1,242+29.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U729 | FT VEST LAD | 49,330 | $123.0 萬 | 0.3% | −3,573−6.8% | 減碼 | – |
| CVXChevron Corp | Stock | 8,475 | $121.3 萬 | 0.3% | −94−1.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 14,094 | $120.0 萬 | 0.3% | −3,429−19.6% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 22,449 | $117.6 萬 | 0.3% | −9,078−28.8% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,301 | $117.2 萬 | 0.3% | −318−12.1% | 減碼 | 歷史 |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 16,334 | $116.4 萬 | 0.3% | −190−1.1% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 8,561 | $116.4 萬 | 0.3% | +60+0.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,862 | $110.1 萬 | 0.3% | +1,500+44.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,541 | $109.2 萬 | 0.3% | −529−13.0% | 減碼 | 歷史 |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 51,808 | $107.9 萬 | 0.3% | +3,702+7.7% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 15,427 | $107.0 萬 | 0.3% | +18+0.1% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 19,639 | $107.0 萬 | 0.3% | −6,164−23.9% | 減碼 | – |
| PFEPfizer Inc | Stock | 43,815 | $106.2 萬 | 0.3% | −7,160−14.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F243 | VEST LAD CAP ETF | 50,271 | $105.8 萬 | 0.3% | −38,874−43.6% | 減碼 | – |
| AJGArthur J. Gallagher & Co. | COM | 3,196 | $102.3 萬 | 0.3% | −111−3.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 755 | $101.1 萬 | 0.3% | +33+4.6% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 12,031 | $100.3 萬 | 0.3% | +2,795+30.3% | 加碼 | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 24,634 | $100.0 萬 | 0.3% | +1,332+5.7% | 加碼 | – |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 40,410 | $99.2 萬 | 0.3% | +40,410 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 5,062 | $99.0 萬 | 0.3% | −1,547−23.4% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 26,261 | $98.5 萬 | 0.3% | +2,549+10.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 7,584 | $97.6 萬 | 0.3% | +2,650+53.7% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 12,114 | $95.9 萬 | 0.3% | +5,819+92.4% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 16,988 | $92.3 萬 | 0.3% | +6,084+55.8% | 加碼 | – |
| PSIXPower Solutions International, Inc. | Stock | 14,252 | $92.2 萬 | 0.3% | +4,857+51.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F144 | FT VEST US EQUIT | 28,667 | $91.8 萬 | 0.3% | +19,713+220.2% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 6,067 | $89.5 萬 | 0.2% | −694−10.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,117 | $87.1 萬 | 0.2% | +4+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,839 | $86.3 萬 | 0.2% | −503−15.1% | 減碼 | – |
| DHRDanaher Corp | Stock | 4,276 | $84.5 萬 | 0.2% | −318−6.9% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,008 | $83.2 萬 | 0.2% | +5,008 | 新進 | 歷史 |
| BNY Mellon ETF Trust09661T800 | HIGH YIELD ETF | 17,125 | $82.7 萬 | 0.2% | −12,649−42.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 19,590 | $81.8 萬 | 0.2% | −400−2.0% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,856 | $81.8 萬 | 0.2% | +1,179+174.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 7,411 | $80.9 萬 | 0.2% | +1,624+28.1% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 18,377 | $79.5 萬 | 0.2% | +987+5.7% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,501 | $79.5 萬 | 0.2% | +3,501 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,669 | $79.2 萬 | 0.2% | −523−12.5% | 減碼 | – |
2025 年第 1 季之後清倉（45 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 5,074 | $78.5 萬 | 0.2% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,640 | $72.3 萬 | 0.2% | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 9,305 | $70.2 萬 | 0.2% | – |
| BDXBecton Dickinson & Co | Stock | 2,953 | $68.5 萬 | 0.2% | 歷史 |
| ACNAccenture plc | Stock | 2,187 | $68.2 萬 | 0.2% | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 6,375 | $62.1 萬 | 0.2% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 5,984 | $60.2 萬 | 0.2% | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 10,741 | $53.6 萬 | 0.2% | – |
| ADBEAdobe Inc. | Stock | 1,368 | $53.1 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 12,591 | $52.9 萬 | 0.2% | – |
| EPDEnterprise Products Partners L.P. | Stock | 15,840 | $51.1 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 10,599 | $50.5 萬 | 0.1% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,895 | $49.0 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 10,760 | $48.9 萬 | 0.1% | – |
| ARCCAres Capital Corp | CEF | 21,832 | $46.3 萬 | 0.1% | 歷史 |
| Exchange Listed FDS Tr30151E566 | LG QRAFT AI POWE | 14,200 | $45.9 萬 | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 1,679 | $44.8 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 816 | $43.8 萬 | 0.1% | 歷史 |
| SLBSLB Limited | Stock | 10,400 | $43.5 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 698 | $38.4 萬 | 0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 2,138 | $35.7 萬 | 0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,852 | $35.1 萬 | 0.1% | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,175 | $34.7 萬 | 0.1% | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,911 | $34.5 萬 | 0.1% | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,583 | $32.2 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 3,199 | $32.0 萬 | 0.1% | – |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 6,235 | $31.5 萬 | 0.1% | – |
| SPDR Ser Tr78464A110 | FACTST INV ETF | 1,783 | $28.5 萬 | 0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,861 | $27.4 萬 | 0.1% | – |
| PEPPepsiCo Inc | Stock | 1,591 | $26.4 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 3,766 | $24.9 萬 | 0.1% | 歷史 |
| BIDUBaidu, Inc. | ADR | 2,346 | $24.7 萬 | 0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 587 | $24.7 萬 | 0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 2,225 | $23.4 萬 | 0.1% | 歷史 |
| RHRH | COM | 973 | $22.8 萬 | 0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 443 | $22.6 萬 | 0.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 480 | $21.8 萬 | 0.1% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,295 | $21.4 萬 | 0.1% | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,049 | $21.2 萬 | 0.1% | – |
| BLDRBuilders FirstSource, Inc. | Stock | 1,653 | $20.7 萬 | 0.1% | 歷史 |
| DOWDow Inc. | Stock | 3,961 | $20.4 萬 | 0.1% | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,155 | $20.2 萬 | 0.1% | – |
| GDDYGoDaddy Inc. | CL A | 1,114 | $20.1 萬 | 0.1% | 歷史 |
| ARDXArdelyx, Inc. | COM | 17,400 | $8.54 萬 | <0.1% | 歷史 |
| Volatility Shs Tr92864M400 | 2X ETHER ETF | 12,065 | $2.21 萬 | <0.1% | – |