U S Wealth Group, LLC.
- SEC CIK
- 0001554427
- 最新申報
- 2026/9/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 41
- 較 2025 年第 1 季 +1
- 總值
- $1.28 億
- 較 2025 年第 1 季 +$206.8 萬 (+1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPDR Gold Shares ETF863307104 | CEF | 27,910 | $850.8 萬 | 6.6% | −41,117−59.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 52,333 | $826.8 萬 | 6.4% | +6,622+14.5% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 77,340 | $740.7 萬 | 5.8% | −7,350−8.7% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 73,958 | $733.7 萬 | 5.7% | −6,485−8.1% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 80,993 | $714.8 萬 | 5.6% | −8,080−9.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 12,652 | $629.3 萬 | 4.9% | +708+5.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 224,267 | $548.1 萬 | 4.3% | +2,528+1.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 25,507 | $523.3 萬 | 4.1% | −1,410−5.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,943 | $512.5 萬 | 4.0% | +94+1.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 27,368 | $482.3 萬 | 3.8% | +2,912+11.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,175 | $398.7 萬 | 3.1% | −286−1.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 33,160 | $357.5 萬 | 2.8% | +9,812+42.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | COM | 12,895 | $355.5 萬 | 2.8% | +12,895 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,999 | $353.8 萬 | 2.8% | +298+6.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,525 | $305.1 萬 | 2.4% | −1,342−11.3% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 3,700 | $278.8 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,580 | $270.7 萬 | 2.1% | +173+7.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,454 | $264.7 萬 | 2.1% | +105+1.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,586 | $256.0 萬 | 2.0% | −164−6.0% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 10,816 | $251.9 萬 | 2.0% | +734+7.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 6,451 | $249.6 萬 | 1.9% | +2,333+56.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 102,121 | $247.5 萬 | 1.9% | +23,219+29.4% | 加碼 | 歷史 |
| Duke Energy CORP26441C105 | COM | 20,760 | $245.0 萬 | 1.9% | +601+3.0% | 加碼 | – |
| SPGSimon Property Group Inc. | REIT | 14,883 | $239.3 萬 | 1.9% | +826+5.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,398 | $236.9 萬 | 1.8% | +265+3.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 54,730 | $236.8 萬 | 1.8% | +903+1.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 7,864 | $229.8 萬 | 1.8% | +139+1.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,162 | $225.9 萬 | 1.8% | +264+4.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,515 | $221.7 萬 | 1.7% | +833+6.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,832 | $218.7 萬 | 1.7% | +321+4.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,546 | $210.5 萬 | 1.6% | +345+8.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,067 | $208.2 萬 | 1.6% | +469+3.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,398 | $137.2 萬 | 1.1% | +469+11.9% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 13,602 | $92.4 萬 | 0.7% | +5,972+78.3% | 加碼 | 歷史 |
| Dell Inc24702R101 | COM | 5,048 | $61.9 萬 | 0.5% | −475−8.6% | 減碼 | – |
| Vanguard Index FDS Tot Stkidx922908728 | COM | 5,757 | $40.8 萬 | 0.3% | +3,008+109.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 872 | $22.7 萬 | 0.2% | +872 | 新進 | 歷史 |
| SPWHSportsman's Warehouse Holdings, Inc. | COM | 51,800 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RUNSunrun Inc. | COM | 20,807 | $17.0 萬 | 0.1% | +6,400+44.4% | 加碼 | 歷史 |
| BKUBankUnited, Inc. | COM | 3,243 | $11.5 萬 | 0.1% | −3,138−49.2% | 減碼 | 歷史 |
| ADMTAdm Tronics Unlimited, Inc. | Common Stock | 83,640 | $5,018 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。