U S Wealth Group, LLC.
- SEC CIK
- 0001554427
- 最新申報
- 2026/9/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/18 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 41
- 較 2025 年第 2 季 0
- 總值
- $1.53 億
- 較 2025 年第 2 季 +$2,477 萬 (+19.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | 114,508 | $1,023 萬 | 6.7% | +33,515+41.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 102,037 | $1,023 萬 | 6.7% | +28,079+38.0% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 106,018 | $1,023 萬 | 6.7% | +28,678+37.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 39,241 | $953.9 萬 | 6.2% | +11,873+43.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 48,454 | $904.1 萬 | 5.9% | −3,879−7.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 28,428 | $723.9 萬 | 4.7% | +2,921+11.5% | 加碼 | 歷史 |
| SPDR Gold Shares ETF863307104 | CEF | 18,444 | $655.6 萬 | 4.3% | −9,466−33.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 226,247 | $595.9 萬 | 3.9% | +1,980+0.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,081 | $593.5 萬 | 3.9% | +1,138+16.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,130 | $576.5 萬 | 3.8% | −1,522−12.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,551 | $451.2 萬 | 2.9% | +2,376+13.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,892 | $389.6 萬 | 2.5% | −107−2.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 34,184 | $385.4 萬 | 2.5% | +1,024+3.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | COM | 11,612 | $383.1 萬 | 2.5% | −1,283−9.9% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 3,700 | $353.2 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 16,123 | $339.4 萬 | 2.2% | +5,307+49.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,732 | $336.1 萬 | 2.2% | +2,186+48.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,526 | $332.0 萬 | 2.2% | +10.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,643 | $308.1 萬 | 2.0% | +63+2.4% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 15,149 | $284.3 萬 | 1.9% | +266+1.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,165 | $281.2 萬 | 1.8% | +650+4.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,114 | $280.2 萬 | 1.8% | +3,716+84.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 104,551 | $266.4 萬 | 1.7% | +2,430+2.4% | 加碼 | 歷史 |
| Duke Energy CORP26441C105 | COM | 21,490 | $265.9 萬 | 1.7% | +730+3.5% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 6,559 | $265.8 萬 | 1.7% | +397+6.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,624 | $260.3 萬 | 1.7% | +170+2.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 57,695 | $253.6 萬 | 1.7% | +2,965+5.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,158 | $247.9 萬 | 1.6% | +294+3.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,635 | $243.9 萬 | 1.6% | +49+1.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,381 | $236.5 萬 | 1.5% | +549+7.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,649 | $235.9 萬 | 1.5% | +251+3.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 6,630 | $233.9 萬 | 1.5% | +179+2.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,685 | $225.6 萬 | 1.5% | +1,618+12.4% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 14,049 | $101.5 萬 | 0.7% | +447+3.3% | 加碼 | 歷史 |
| RUNSunrun Inc. | COM | 51,579 | $89.2 萬 | 0.6% | +30,772+147.9% | 加碼 | 歷史 |
| Dell Inc24702R101 | COM | 5,079 | $72.0 萬 | 0.5% | +31+0.6% | 加碼 | – |
| Vanguard Index FDS Tot Stkidx922908728 | COM | 2,765 | $44.2 萬 | 0.3% | −2,992−52.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 872 | $38.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPWHSportsman's Warehouse Holdings, Inc. | COM | 48,300 | $13.4 萬 | 0.1% | −3,500−6.8% | 減碼 | 歷史 |
| BKUBankUnited, Inc. | COM | 3,243 | $12.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADMTAdm Tronics Unlimited, Inc. | Common Stock | 83,640 | $8,197 | <0.1% | 00.0% | 不變 | 歷史 |