West Wealth Group, LLC
- SEC CIK
- 0001923591
- 最新申報
- 2026/8/6
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/22 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 93
- 較 2024 年第 3 季 +9
- 總值
- $3.35 億
- 較 2024 年第 3 季 +$2,656 萬 (+8.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 534,688 | $5,429 萬 | 16.2% | +22,711+4.4% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 171,204 | $3,268 萬 | 9.8% | +11,152+7.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 394,194 | $2,718 萬 | 8.1% | −41,501−9.5% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 483,369 | $2,477 萬 | 7.4% | +27,049+5.9% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 376,523 | $1,976 萬 | 5.9% | +32,996+9.6% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 195,244 | $1,891 萬 | 5.6% | +24,245+14.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 328,078 | $1,879 萬 | 5.6% | +23,508+7.7% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 358,298 | $1,620 萬 | 4.8% | +13,439+3.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 49,181 | $1,232 萬 | 3.7% | +1,674+3.5% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 221,581 | $1,229 萬 | 3.7% | +27,340+14.1% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 72,940 | $1,164 萬 | 3.5% | +2,125+3.0% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 191,741 | $1,098 萬 | 3.3% | +45,498+31.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 28,433 | $506.3 萬 | 1.5% | +502+1.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 84,967 | $495.1 萬 | 1.5% | +84,967 | 新進 | – |
| NVDANVIDIA Corp | Stock | 29,764 | $399.7 萬 | 1.2% | +10,183+52.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 162,659 | $350.5 萬 | 1.0% | +14,302+9.6% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 90,621 | $347.7 萬 | 1.0% | +9,793+12.1% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 74,937 | $346.9 萬 | 1.0% | +4,124+5.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,886 | $332.4 萬 | 1.0% | +800+11.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,455 | $273.3 萬 | 0.8% | −317−2.5% | 減碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 12,579 | $267.5 萬 | 0.8% | +1,109+9.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 11,233 | $260.4 萬 | 0.8% | +1,554+16.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,437 | $260.0 萬 | 0.8% | −155−2.4% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 41,403 | $215.4 萬 | 0.6% | +2,578+6.6% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 17,312 | $172.3 萬 | 0.5% | +4,703+37.3% | 加碼 | – |
| MARMarriott International Inc | Stock | 5,746 | $160.3 萬 | 0.5% | +12+0.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 58,835 | $154.1 萬 | 0.5% | +6,483+12.4% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 11,861 | $152.8 萬 | 0.5% | −2,671−18.4% | 減碼 | – |
| BABoeing Co | Stock | 7,215 | $127.7 萬 | 0.4% | −1,215−14.4% | 減碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 33,134 | $126.5 萬 | 0.4% | +5,398+19.5% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 33,447 | $116.2 萬 | 0.3% | +6,142+22.5% | 加碼 | – |
| SRESempra | Stock | 10,404 | $91.3 萬 | 0.3% | −820−7.3% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 17,237 | $85.3 萬 | 0.3% | +17,237 | 新進 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 12,696 | $81.3 萬 | 0.2% | +1,125+9.7% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,919 | $70.5 萬 | 0.2% | +443+5.9% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,089 | $68.0 萬 | 0.2% | −248−2.2% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,284 | $66.2 萬 | 0.2% | +52+2.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,206 | $65.6 萬 | 0.2% | +103+1.7% | 加碼 | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 12,880 | $64.0 萬 | 0.2% | +1,911+17.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 682 | $62.5 萬 | 0.2% | +15+2.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,592 | $61.9 萬 | 0.2% | +58+3.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,035 | $61.0 萬 | 0.2% | +140+15.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 3,504 | $58.7 萬 | 0.2% | +98+2.9% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,052 | $55.7 萬 | 0.2% | −135−2.6% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,336 | $54.0 萬 | 0.2% | −2,534−19.7% | 減碼 | – |
| IRMIron Mountain Inc | COM | 5,000 | $52.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 22,372 | $51.4 萬 | 0.2% | −1,828−7.6% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 6,381 | $48.9 萬 | 0.1% | +479+8.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,528 | $47.9 萬 | 0.1% | +601+31.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 799 | $46.8 萬 | 0.1% | +200+33.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,980 | $45.0 萬 | 0.1% | +288+6.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,868 | $44.8 萬 | 0.1% | +541+40.8% | 加碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 4,233 | $44.7 萬 | 0.1% | +29+0.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 855 | $43.3 萬 | 0.1% | +10+1.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 855 | $41.6 萬 | 0.1% | +5+0.6% | 加碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 6,092 | $41.4 萬 | 0.1% | −26−0.4% | 減碼 | – |
| ROSTRoss Stores, Inc. | COM | 2,715 | $41.1 萬 | 0.1% | +91+3.5% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,376 | $39.3 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,410 | $38.0 萬 | 0.1% | +3,410 | 新進 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,542 | $37.4 萬 | 0.1% | +79+2.3% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 5,699 | $36.8 萬 | 0.1% | +955+20.1% | 加碼 | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 7,826 | $36.8 萬 | 0.1% | +7,826 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 798 | $36.2 萬 | 0.1% | −27−3.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,951 | $34.2 萬 | 0.1% | −62−1.0% | 減碼 | – |
| KKRKKR & Co. Inc. | COM | 2,299 | $34.0 萬 | 0.1% | +108+4.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,845 | $32.8 萬 | 0.1% | +330+21.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,169 | $31.5 萬 | 0.1% | +652+10.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,924 | $31.5 萬 | 0.1% | +749+34.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 4,348 | $31.4 萬 | 0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 509 | $29.9 萬 | 0.1% | +13+2.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,565 | $29.8 萬 | 0.1% | −389−19.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 523 | $28.2 萬 | 0.1% | +13+2.5% | 加碼 | – |
| TAT&T Inc. | Stock | 12,143 | $27.6 萬 | 0.1% | −1,254−9.4% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,572 | $27.5 萬 | 0.1% | −42−1.6% | 減碼 | – |
| NFLXNetflix Inc | Stock | 300 | $26.7 萬 | 0.1% | +300 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,796 | $26.0 萬 | 0.1% | +26+1.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 492 | $25.2 萬 | 0.1% | +492 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 394 | $24.5 萬 | 0.1% | +394 | 新進 | – |
| CSXCSX Corp | Stock | 7,582 | $24.5 萬 | 0.1% | +25+0.3% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,020 | $23.8 萬 | 0.1% | −15−0.5% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,044 | $23.7 萬 | 0.1% | +183+6.4% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 3,301 | $23.2 萬 | 0.1% | +3,301 | 新進 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 4,935 | $23.1 萬 | 0.1% | +9+0.2% | 加碼 | – |
| CATCaterpillar Inc | Stock | 635 | $23.0 萬 | 0.1% | +635 | 新進 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 8,100 | $23.0 萬 | 0.1% | −2,212−21.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,301 | $22.4 萬 | 0.1% | +1,301 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 961 | $22.3 萬 | 0.1% | +961 | 新進 | – |
| AFLAflac Inc | Stock | 2,125 | $22.0 萬 | 0.1% | +2,125 | 新進 | 歷史 |
| LUVSouthwest Airlines Co | COM | 6,432 | $21.6 萬 | 0.1% | −472−6.8% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,137 | $20.5 萬 | 0.1% | +6,137 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,013 | $20.4 萬 | 0.1% | −618−13.3% | 減碼 | – |
| CLFCleveland-Cliffs Inc. | COM | 10,368 | $9.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFWMFirst Foundation Inc. | COM | 10,368 | $6.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。