WESPAC Advisors SoCal, LLC
- SEC CIK
- 0001668188
- 最新申報
- 2026/7/16
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/25 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 87
- 較 2022 年第 3 季 +20
- 總值
- $2.69 億
- 較 2022 年第 3 季 +$2,964 萬 (+12.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 105,351 | $1,369 萬 | 5.1% | +785+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 54,246 | $1,301 萬 | 4.8% | +91+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 70,549 | $1,246 萬 | 4.6% | +998+1.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 18,731 | $1,047 萬 | 3.9% | +125+0.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 19,473 | $1,032 萬 | 3.8% | +328+1.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 143,628 | $913.6 萬 | 3.4% | +2,481+1.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 28,147 | $889.1 萬 | 3.3% | +374+1.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 16,138 | $888.7 萬 | 3.3% | +59+0.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 97,306 | $858.5 萬 | 3.2% | +486+0.5% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 120,886 | $852.2 萬 | 3.2% | +20,203+20.1% | 加碼 | – |
| COPConocoPhillips | Stock | 69,704 | $822.5 萬 | 3.1% | +467+0.7% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 55,104 | $771.5 萬 | 2.9% | +881+1.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 42,084 | $755.4 萬 | 2.8% | +150.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 67,535 | $744.9 萬 | 2.8% | +105+0.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 99,605 | $742.2 萬 | 2.8% | +99,605 | 新進 | – |
| BACBank of America Corp | Stock | 201,031 | $665.8 萬 | 2.5% | +968+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 45,613 | $611.7 萬 | 2.3% | +344+0.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 22,769 | $600.0 萬 | 2.2% | +388+1.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 34,502 | $557.6 萬 | 2.1% | +479+1.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 29,813 | $538.6 萬 | 2.0% | +398+1.4% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 102,070 | $508.5 萬 | 1.9% | +125+0.1% | 加碼 | – |
| CVSCVS Health Corp | Stock | 50,918 | $474.5 萬 | 1.8% | +393+0.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 129,410 | $452.5 萬 | 1.7% | −1,905−1.5% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 49,651 | $434.3 萬 | 1.6% | −743−1.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 27,612 | $418.5 萬 | 1.6% | +424+1.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 32,887 | $409.2 萬 | 1.5% | +334+1.0% | 加碼 | – |
| VVisa Inc. | Stock | 18,950 | $393.7 萬 | 1.5% | −365−1.9% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 51,560 | $373.1 萬 | 1.4% | +51,560 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 84,502 | $368.5 萬 | 1.4% | +84,502 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 14,668 | $363.9 萬 | 1.4% | +14,668 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 80,313 | $345.6 萬 | 1.3% | +80,313 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,161 | $301.8 萬 | 1.1% | −205−1.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 20,314 | $296.9 萬 | 1.1% | −969−4.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 27,683 | $232.5 萬 | 0.9% | −3,257−10.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 16,871 | $229.2 萬 | 0.9% | +307+1.9% | 加碼 | – |
| iShares Tr464287580 | US CONSUM DISCRE | 39,642 | $225.8 萬 | 0.8% | −3,290−7.7% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 19,867 | $222.2 萬 | 0.8% | +230+1.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 4,381 | $213.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 41,370 | $204.8 萬 | 0.8% | +41,370 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 45,268 | $198.8 萬 | 0.7% | +643+1.4% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 23,052 | $156.8 萬 | 0.6% | +407+1.8% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 29,147 | $139.9 萬 | 0.5% | −470−1.6% | 減碼 | – |
| Zacks Trust98888G105 | EARNGS CONSTANT | 58,470 | $135.1 萬 | 0.5% | +58,470 | 新進 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 22,797 | $133.9 萬 | 0.5% | +320+1.4% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 10,593 | $130.5 萬 | 0.5% | −257−2.4% | 減碼 | – |
| NDAQNasdaq, Inc. | COM | 17,555 | $107.7 萬 | 0.4% | +270+1.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,120 | $105.0 萬 | 0.4% | −45−1.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,460 | $103.5 萬 | 0.4% | −35−2.3% | 減碼 | 歷史 |
| ProShares Tr74347B110 | ULTRAPRO SHORT S | 57,250 | $96.6 萬 | 0.4% | +57,250 | 新進 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 21,850 | $90.7 萬 | 0.3% | +21,850 | 新進 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 11,783 | $87.8 萬 | 0.3% | +7,888+202.5% | 加碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 26,310 | $86.2 萬 | 0.3% | +26,310 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,668 | $84.4 萬 | 0.3% | +460+1.9% | 加碼 | – |
| DHRDanaher Corp | Stock | 3,066 | $81.4 萬 | 0.3% | −340−10.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,049 | $79.6 萬 | 0.3% | −245−10.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,510 | $77.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,433 | $73.6 萬 | 0.3% | +3,433 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 15,095 | $71.6 萬 | 0.3% | +15,095 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,265 | $69.9 萬 | 0.3% | 00.0% | 不變 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 14,770 | $68.7 萬 | 0.3% | 00.0% | 不變 | – |
| ProShares Tr74347G739 | ULTSHRT QQQ | 25,785 | $67.0 萬 | 0.2% | −31,485−55.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,146 | $66.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 13,500 | $55.9 萬 | 0.2% | +13,500 | 新進 | – |
| NFLXNetflix Inc | Stock | 1,854 | $54.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,686 | $54.0 萬 | 0.2% | −355−17.4% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 4,642 | $47.5 萬 | 0.2% | +4,642 | 新進 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 12,930 | $45.3 萬 | 0.2% | +12,930 | 新進 | – |
| EMNEastman Chemical Co | Stock | 5,496 | $44.8 萬 | 0.2% | +5,496 | 新進 | 歷史 |
| BABoeing Co | Stock | 2,308 | $44.0 萬 | 0.2% | +2,308 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,205 | $43.3 萬 | 0.2% | −250−4.6% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 4,901 | $39.5 萬 | 0.1% | −550−10.1% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 1,645 | $38.7 萬 | 0.1% | −250−13.2% | 減碼 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 9,250 | $37.9 萬 | 0.1% | −600−6.1% | 減碼 | – |
| GIBCgi Inc | CL A | 4,300 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 10,296 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 11,265 | $32.3 萬 | 0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 2,369 | $31.4 萬 | 0.1% | −1,410−37.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,148 | $30.6 萬 | 0.1% | +2+0.2% | 加碼 | – |
| FFord Motor Co | Stock | 25,830 | $30.0 萬 | 0.1% | +25,830 | 新進 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 7,550 | $27.6 萬 | 0.1% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,025 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 5,525 | $27.0 萬 | 0.1% | −503−8.3% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 5,072 | $25.8 萬 | 0.1% | −2,250−30.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,533 | $24.6 萬 | 0.1% | +2,533 | 新進 | – |
| ProShares Ultrashort S&P 50074347G416 | ETF | 4,900 | $22.5 萬 | 0.1% | −78,348−94.1% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 2,100 | $22.4 萬 | 0.1% | +2,100 | 新進 | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,000 | $22.3 萬 | 0.1% | −3,000−50.0% | 減碼 | – |