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World Equity Group, Inc.

SEC CIK
0000878770
最新申報
2026/7/9

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/1/12 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
326
較 2025 年第 3 季 −21
總值
$3.58 億
較 2025 年第 3 季 −$8,229 萬 (−18.7%)
申報日
2026/1/12
SEC
World Equity Group, Inc. 在 2025 年第 4 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.Stock80,059$2,176 萬6.1%−29,874−27.2%減碼歷史
Invesco QQQ Trust Series I46090E103ETF24,137$1,483 萬4.1%−561−2.3%減碼–
MSFTMicrosoft CorpStock29,223$1,413 萬3.9%−6,116−17.3%減碼歷史
NVDANVIDIA CorpStock56,533$1,054 萬2.9%−16,337−22.4%減碼歷史
SPYSPDR S&P 500 ETF TrustETF12,327$840.6 萬2.3%−899−6.8%減碼歷史
AMZNAmazon Com IncStock34,405$794.1 萬2.2%−4,485−11.5%減碼歷史
GLDSPDR Gold TrustETF18,143$719.0 萬2.0%−449−2.4%減碼歷史
PLTRPalantir Technologies Inc.Stock39,946$710.0 萬2.0%−749−1.8%減碼歷史
GOOGLAlphabet Inc.Stock19,440$608.5 萬1.7%−1,718−8.1%減碼歷史
METAMeta Platforms, Inc.Stock8,740$576.9 萬1.6%+40.0%加碼歷史
iShares Core S&P 500 ETF464287200ETF7,829$536.3 萬1.5%−956−10.9%減碼–
First Tr Exchng Traded FD VI33740U778VEST BUFFERED168,068$462.5 萬1.3%−2,342−1.4%減碼–
Vanguard S&P 500 ETF922908363ETF7,282$456.7 萬1.3%+437+6.4%加碼–
TSLATesla, Inc.Stock9,546$429.3 萬1.2%−947−9.0%減碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF123,555$423.3 萬1.2%−145,576−54.1%減碼–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF113,352$406.3 萬1.1%−1,476−1.3%減碼–
BACBank of America CorpStock73,648$405.1 萬1.1%+460+0.6%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF56,054$350.2 萬1.0%−464−0.8%減碼–
GOOGAlphabet Inc.Stock10,521$330.1 萬0.9%−228−2.1%減碼歷史
AVGOBroadcom Inc.Stock9,396$325.2 萬0.9%−86−0.9%減碼歷史
Listed FDS Tr53656H769ALPHADROID BROAD121,290$319.3 萬0.9%+121,290新進–
BRK.BBerkshire Hathaway IncStock6,311$317.2 萬0.9%−337−5.1%減碼歷史
XOMExxonMobil Holdings CorpCOM25,770$310.1 萬0.9%+319+1.3%加碼歷史
WMTWalmart Inc.Stock27,296$304.1 萬0.8%−2,802−9.3%減碼歷史
JPMJPMorgan Chase & CoStock8,449$272.3 萬0.8%−23−0.3%減碼歷史
Alphadroid Defensive Sector Rotation ETF53656H751ALPHADROID DEFN107,410$262.7 萬0.7%+107,410新進–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN40,496$261.3 萬0.7%−461−1.1%減碼–
TPLTexas Pacific Land CorpStock8,481$243.6 萬0.7%+537+6.8%加碼依 3 比 1 拆股換算歷史
Vanguard Morningstar Growth ETF922908736ETF4,989$243.4 萬0.7%+249+5.3%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF16,603$239.0 萬0.7%+1,859+12.6%加碼依 2 比 1 拆股換算–
iShares Core S&P Small Cap ETF464287804ETF18,534$222.7 萬0.6%+290+1.6%加碼–
GSGoldman Sachs Group IncStock2,428$213.4 萬0.6%−53−2.1%減碼歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF78,395$213.3 萬0.6%+2,647+3.5%加碼–
CATCaterpillar IncStock3,619$207.3 萬0.6%−175−4.6%減碼歷史
LLYEli Lilly & CoStock1,915$205.8 萬0.6%−58−2.9%減碼歷史
Schwab US Dividend Equity ETF808524797ETF69,318$190.1 萬0.5%+2,298+3.4%加碼–
MCDMcDonalds CorpStock5,850$178.8 萬0.5%−26−0.4%減碼歷史
ABBVAbbVie Inc.Stock7,788$177.9 萬0.5%−1,124−12.6%減碼歷史
iShares S&P 500 Growth ETF464287309ETF13,918$171.6 萬0.5%−3,749−21.2%減碼–
CCitigroup IncStock14,598$170.3 萬0.5%−3,891−21.0%減碼歷史
Vanguard Morningstar Value ETF922908744ETF8,748$167.1 萬0.5%+1,060+13.8%加碼–
CVXChevron CorpStock10,918$166.4 萬0.5%−438−3.9%減碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF27,596$166.0 萬0.5%+756+2.8%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR5,184$157.5 萬0.4%−275−5.0%減碼歷史
KOCoca Cola CoStock21,422$149.8 萬0.4%+443+2.1%加碼歷史
Innovator ETFs Trust45784N510EQUITY DUAL DIRT70,154$146.8 萬0.4%+53,078+310.8%加碼–
iShares Tr46434V613CORE UNIVRSL USD31,380$146.0 萬0.4%+1,602+5.4%加碼–
IBMInternational Business Machines CorpStock4,906$145.3 萬0.4%+273+5.9%加碼歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT23,867$145.1 萬0.4%−8,660−26.6%減碼–
iShares S&P 500 Value ETF464287408ETF6,799$144.2 萬0.4%−89−1.3%減碼–
ProShares Tr74347X831ULTRAPRO QQQ27,302$143.9 萬0.4%−49,280−64.3%減碼依 2 比 1 拆股換算–
ETNEaton Corp plcStock4,448$141.7 萬0.4%+193+4.5%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF5,484$141.5 萬0.4%+205+3.9%加碼–
HDHome Depot, Inc.Stock4,067$139.9 萬0.4%−1,420−25.9%減碼歷史
RITMRithm Capital Corp.REIT127,800$139.3 萬0.4%−3,800−2.9%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF25,292$136.0 萬0.4%−107−0.4%減碼–
JNJJohnson & JohnsonStock6,470$133.9 萬0.4%−314−4.6%減碼歷史
Franklin Templeton ETF Tr35473P884US MID CP MLTFCT23,633$133.0 萬0.4%−508−2.1%減碼–
WisdomTree Tr97717X263DYNAMIC INTL EQT30,266$131.8 萬0.4%+1,627+5.7%加碼–
First Tr Exchng Traded FD VI33740F243VEST LAD CAP ETF55,224$126.1 萬0.4%+1,960+3.7%加碼–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM9,016$124.8 萬0.3%+128+1.4%加碼–
VVisa Inc.Stock3,536$124.0 萬0.3%−2,775−44.0%減碼歷史
iShares S&P 100 ETF464287101ETF3,584$122.9 萬0.3%−1,086−23.3%減碼–
Victory Portfolios II92647N782VCSHS US 500 ENH16,230$119.8 萬0.3%+10.0%加碼–
CRWDCrowdStrike Holdings, Inc.Stock2,545$119.3 萬0.3%−231−8.3%減碼歷史
PGProcter & Gamble CoStock8,317$119.2 萬0.3%−3,484−29.5%減碼歷史
First Tr Exchng Traded FD VI33740U323FT VEST US EQUT35,976$118.5 萬0.3%−1,501−4.0%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF21,470$117.6 萬0.3%−9,473−30.6%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF17,294$116.3 萬0.3%−1,588−8.4%減碼–
Etfis Ser Tr I26923G822VIRTUS INFRCAP53,609$115.5 萬0.3%+1,003+1.9%加碼–
LRCXLam Research CorpStock6,720$115.0 萬0.3%−50−0.7%減碼歷史
First Tr Exchng Traded FD VI33740U430FT VEST US EQ UN33,113$114.0 萬0.3%−1,344−3.9%減碼–
First Tr Exchng Traded FD VI33740F144FT VEST US EQUIT30,853$109.7 萬0.3%+2,999+10.8%加碼–
First Tr Exchng Traded FD VI33740U729FT VEST LAD41,120$109.1 萬0.3%−10,658−20.6%減碼–
iShares Tr464288877EAFE VALUE ETF15,244$108.9 萬0.3%−59,228−79.5%減碼–
NFLXNetflix IncStock11,550$108.3 萬0.3%+3,200+38.3%加碼依 10 比 1 拆股換算歷史
AMDAdvanced Micro Devices IncStock5,022$107.5 萬0.3%−888−15.0%減碼歷史
First Tr Exchange-Traded FD33733E732WCM INTL EQUITY63,054$107.3 萬0.3%−2,820−4.3%減碼–
CSCOCisco Systems, Inc.Stock13,915$107.2 萬0.3%+39+0.3%加碼歷史
MRKMerck & Co., Inc.Stock10,176$107.1 萬0.3%−186−1.8%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF3,098$103.9 萬0.3%−115−3.6%減碼–
Invesco Nasdaq 100 ETF46138G649ETF4,070$102.9 萬0.3%−4,004−49.6%減碼–
DHRDanaher CorpStock4,282$98.0 萬0.3%−404−8.6%減碼歷史
iShares Tr464289859CORE 80 20 ETF10,824$96.9 萬0.3%−1,517−12.3%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF6,245$96.9 萬0.3%−360−5.5%減碼–
TJXTJX Companies IncStock6,232$95.7 萬0.3%+2,222+55.4%加碼歷史
ABTAbbott LaboratoriesStock7,626$95.5 萬0.3%−435−5.4%減碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW7,559$92.0 萬0.3%+331+4.6%加碼–
PSIXPower Solutions International, Inc.Stock15,740$89.9 萬0.3%+1,052+7.2%加碼歷史
ADPAutomatic Data Processing IncStock3,496$89.9 萬0.3%+138+4.1%加碼歷史
UNHUnitedHealth Group IncStock2,710$89.4 萬0.2%−45−1.6%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF11,125$89.2 萬0.2%−635−5.4%減碼–
IBITiShares Bitcoin Trust ETFETF17,949$89.1 萬0.2%+2,191+13.9%加碼歷史
iShares Russell 2000 ETF464287655ETF3,591$88.4 萬0.2%−619−14.7%減碼–
First Tr Exchng Traded FD VI33740U406FT VEST U.S.19,590$88.3 萬0.2%00.0%不變–
AJGArthur J. Gallagher & Co.COM3,403$88.1 萬0.2%−78−2.2%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF3,033$88.0 萬0.2%+72+2.4%加碼–
iShares MSCI USA Momentum Factor ETF46432F396ETF3,342$83.7 萬0.2%+291+9.5%加碼–
IAUiShares Gold TrustETF10,218$82.9 萬0.2%+3,687+56.5%加碼歷史
iShares Tr464288760US AER DEF ETF3,851$82.7 萬0.2%−399−9.4%減碼–

2025 年第 3 季之後清倉(68 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

World Equity Group, Inc. 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY287,710$2,013 萬4.6%–
First Tr Exchange-Traded FD336917109SHS160,665$697.4 萬1.6%–
First Trust Rising Dividend Achievers ETF33738R506ETF48,563$326.6 萬0.7%–
First Tr Exchange Traded FD33738R662INTL DEV STRNGTH82,902$316.2 萬0.7%–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF34,631$263.2 萬0.6%–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY53,971$206.7 萬0.5%–
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH42,491$115.2 萬0.3%–
First Tr Exch TRD Alphdx FD33737J307EM SML CP ALPH25,778$113.9 萬0.3%–
ASMLASML Holding NVADR862$83.5 萬0.2%歷史
QCOMQualcomm IncStock4,323$71.9 萬0.2%歷史
CRDOCredo Technology Group Holding LtdStock4,847$70.6 萬0.2%歷史
HOODRobinhood Markets, Inc.Stock4,177$59.8 萬0.1%歷史
TTDTrade Desk, Inc.Stock12,069$59.2 萬0.1%歷史
First Tr Exchng Traded FD VI33740F763FT VEST US EQT10,599$58.4 萬0.1%–
First Tr Exchng Traded FD VI33740F623FT VEST US EQT11,334$56.8 萬0.1%–
SNPSSynopsys IncCOM1,112$54.9 萬0.1%歷史
First Tr Exchng Traded FD VI33740U711FT VEST U.S EQT14,103$53.7 萬0.1%–
iShares Tr464287713US TELECOM ETF16,310$52.6 萬0.1%–
WisdomTree Tr97717Y337EUROPE DEFENSE F15,521$52.3 萬0.1%–
MDLZMondelez International, Inc.Stock8,271$51.7 萬0.1%歷史
CYDChina Yuchai International LtdCOM12,489$51.7 萬0.1%歷史
iShares Tr464288372GLB INFRASTR ETF8,415$51.4 萬0.1%–
ACNAccenture plcStock2,078$51.2 萬0.1%歷史
Vanguard Instl Index FD9220408450 3 MO TR BI ETF5,945$45.0 萬0.1%–
State Street SPDR S&P Homebuilders ETF78464A888ETF4,031$44.7 萬0.1%–
EEni SpASPONSORED ADR12,527$43.8 萬0.1%歷史
WULFTerawulf Inc.COM37,785$43.2 萬0.1%歷史
CSGPCostar Group, Inc.COM5,096$43.0 萬0.1%歷史
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB20,290$42.0 萬0.1%–
RBLXRoblox CorpStock2,952$40.9 萬0.1%歷史
BSXBoston Scientific CorpStock4,179$40.8 萬0.1%歷史
SMMTSummit Therapeutics Inc.COM18,854$39.0 萬0.1%歷史
ADBEAdobe Inc.Stock1,013$35.7 萬0.1%歷史
SNOWSnowflake Inc.Stock1,564$35.3 萬0.1%歷史
MPMP Materials Corp.COM CL A5,253$35.2 萬0.1%歷史
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF2,924$34.5 萬0.1%–
SMRNuscale Power CorpCL A COM9,454$34.0 萬0.1%歷史
ALLAllstate CorpStock1,579$33.9 萬0.1%歷史
FNFFidelity National Financial, Inc.COM SHS5,211$31.5 萬0.1%歷史
IDXXIDEXX Laboratories IncCOM487$31.1 萬0.1%歷史
MSTRStrategy IncStock910$29.3 萬0.1%歷史
WILCFG Willi Food International LtdORD13,969$28.7 萬0.1%歷史
NOWServiceNow, Inc.Stock311$28.6 萬0.1%歷史
LPLALPL Financial Holdings Inc.COM780$25.9 萬0.1%歷史
iShares Tr46436E866IBONDS 25 TRM TS10,727$25.1 萬0.1%–
BKNGBooking Holdings Inc.Stock46$24.8 萬0.1%歷史
iShares Tr464288885EAFE GRWTH ETF2,176$24.8 萬0.1%–
INODInnodata IncCOM NEW3,057$23.6 萬0.1%歷史
DTDynatrace, Inc.Stock4,826$23.4 萬0.1%歷史
Neos ETF Trust78433H584ENHANCED INCOME4,582$23.2 萬0.1%–
PIMCO ETF Tr72201R718ENHNCD LW DUR AC2,404$23.1 萬0.1%–
SYMSymbotic Inc.Stock4,175$22.5 萬0.1%歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF2,357$22.1 萬0.1%–
ARCCAres Capital CorpCEF10,701$21.8 萬<0.1%歷史
HTGCHercules Capital, Inc.COM11,333$21.4 萬<0.1%歷史
URIUnited Rentals, Inc.COM223$21.3 萬<0.1%歷史
Neos ETF Trust78433H642BITCOIN HIGH INC3,573$21.2 萬<0.1%–
MSMorgan StanleyStock1,342$21.2 萬<0.1%歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,209$21.0 萬<0.1%–
Capital Group Global Equity14020R107SHS6,775$20.9 萬<0.1%–
CRMSalesforce, Inc.Stock879$20.8 萬<0.1%歷史
PIMCO ETF Tr72201R585MULTISECTOR BD7,743$20.8 萬<0.1%–
ADSKAutodesk, Inc.COM654$20.8 萬<0.1%歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT4,663$20.5 萬<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF662$20.4 萬<0.1%–
PECOPhillips Edison & Company, Inc.COMMON STOCK5,936$20.4 萬<0.1%歷史
GNLGlobal Net Lease, Inc.COM NEW19,004$15.5 萬<0.1%歷史
SENSSenseonics Holdings, Inc.COM20,000$8,716<0.1%歷史