U S Wealth Group, LLC.
- SEC CIK
- 0001554427
- 最新申報
- 2026/9/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位。
- 持股檔數
- 40
- 2024 年第 3 季沒有申報
- 總值
- $1.32 億
- 2024 年第 3 季沒有申報
U S Wealth Group, LLC. 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPDR Gold Shares ETF863307104 | CEF | 74,721 | $1,809 萬 | 13.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 82,617 | $800.6 萬 | 6.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 86,416 | $798.9 萬 | 6.0% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 90,696 | $792.0 萬 | 6.0% | – | – | – |
| AAPLApple Inc. | Stock | 28,345 | $709.8 萬 | 5.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 46,216 | $620.6 萬 | 4.7% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 226,012 | $523.9 萬 | 4.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,202 | $514.3 萬 | 3.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 21,800 | $478.3 萬 | 3.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 24,759 | $468.7 萬 | 3.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,052 | $412.9 萬 | 3.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 7,634 | $297.0 萬 | 2.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,143 | $291.1 萬 | 2.2% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,971 | $284.6 萬 | 2.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,912 | $266.8 萬 | 2.0% | – | – | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,557 | $262.1 萬 | 2.0% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 3,700 | $260.6 萬 | 2.0% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 23,759 | $255.6 萬 | 1.9% | – | – | 歷史 |
| SPGSimon Property Group Inc. | REIT | 14,329 | $246.8 萬 | 1.9% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,368 | $242.7 萬 | 1.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,580 | $239.6 萬 | 1.8% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 10,338 | $233.5 萬 | 1.8% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 7,953 | $230.5 萬 | 1.7% | – | – | 歷史 |
| Duke Energy CORP26441C105 | COM | 20,793 | $224.0 萬 | 1.7% | – | – | – |
| VZVerizon Communications Inc | Stock | 54,399 | $217.5 萬 | 1.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 12,858 | $215.6 萬 | 1.6% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,430 | $215.3 萬 | 1.6% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 79,636 | $211.3 萬 | 1.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,094 | $207.1 萬 | 1.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 14,306 | $206.9 萬 | 1.6% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 7,739 | $201.7 萬 | 1.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 4,317 | $192.0 萬 | 1.5% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 7,534 | $71.2 萬 | 0.5% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 7,630 | $64.8 萬 | 0.5% | – | – | 歷史 |
| Dell Inc24702R101 | COM | 5,233 | $60.3 萬 | 0.5% | – | – | – |
| Vanguard Index FDS Tot Stkidx922908728 | COM | 2,739 | $38.6 萬 | 0.3% | – | – | – |
| BKUBankUnited, Inc. | COM | 6,381 | $24.4 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 573 | $23.1 萬 | 0.2% | – | – | 歷史 |
| SPWHSportsman's Warehouse Holdings, Inc. | COM | 51,800 | $13.8 萬 | 0.1% | – | – | 歷史 |
| ADMTAdm Tronics Unlimited, Inc. | Common Stock | 83,640 | $5,603 | <0.1% | – | – | 歷史 |