West Wealth Group, LLC
- SEC CIK
- 0001923591
- 最新申報
- 2026/8/6
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 111
- 較 2025 年第 1 季 +15
- 總值
- $4.02 億
- 較 2025 年第 1 季 +$6,386 萬 (+18.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CLFCleveland-Cliffs Inc. | COM | 10,368 | $9.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 1,196 | $20.3 萬 | 0.1% | +1,196 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,536 | $20.3 萬 | 0.1% | +1,536 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,643 | $20.4 萬 | 0.1% | −2,971−44.9% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 5,121 | $20.5 萬 | 0.1% | +5,121 | 新進 | – |
| BlackRock ETF Trust09290C863 | ISHARES US LARG | 6,852 | $20.9 萬 | 0.1% | +6,852 | 新進 | – |
| ORCLOracle Corp | Stock | 883 | $22.7 萬 | 0.1% | +883 | 新進 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 3,119 | $22.7 萬 | 0.1% | −3−0.1% | 減碼 | – |
| AFLAflac Inc | Stock | 2,259 | $23.1 萬 | 0.1% | +119+5.6% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 395 | $23.3 萬 | 0.1% | +395 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,843 | $23.7 萬 | 0.1% | +93+3.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 770 | $24.0 萬 | 0.1% | +770 | 新進 | – |
| WABCWestamerica Bancorporation | COM | 5,091 | $24.1 萬 | 0.1% | +5,091 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,598 | $24.4 萬 | 0.1% | +1,598 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,596 | $24.9 萬 | 0.1% | +1,596 | 新進 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,039 | $25.1 萬 | 0.1% | +468+18.2% | 加碼 | – |
| RKLBRocket Lab Corp | COM | 5,800 | $25.6 萬 | 0.1% | +5,800 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,470 | $26.2 萬 | 0.1% | +1,470 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,191 | $26.3 萬 | 0.1% | +4,191 | 新進 | – |
| GEGeneral Electric Co | Stock | 975 | $26.6 萬 | 0.1% | +975 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 386 | $26.7 萬 | 0.1% | −74−16.1% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,340 | $26.8 萬 | 0.1% | +189+6.0% | 加碼 | – |
| CSXCSX Corp | Stock | 7,651 | $27.6 萬 | 0.1% | +35+0.5% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 6,829 | $27.9 萬 | 0.1% | +6,829 | 新進 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,370 | $28.3 萬 | 0.1% | −60−1.1% | 減碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 5,800 | $29.2 萬 | 0.1% | −176−2.9% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,937 | $29.5 萬 | 0.1% | +2,937 | 新進 | – |
| GEVGE Vernova Inc. | Stock | 447 | $29.7 萬 | 0.1% | +447 | 新進 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,712 | $31.4 萬 | 0.1% | +3,712 | 新進 | – |
| DELLDell Technologies Inc. | Stock | 2,516 | $32.2 萬 | 0.1% | +2,516 | 新進 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 8,285 | $32.9 萬 | 0.1% | +117+1.4% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 2,277 | $32.9 萬 | 0.1% | −51−2.2% | 減碼 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 7,310 | $33.3 萬 | 0.1% | +7,310 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,211 | $33.4 萬 | 0.1% | +3,211 | 新進 | – |
| TAT&T Inc. | Stock | 12,849 | $35.3 萬 | 0.1% | +390+3.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 826 | $35.3 萬 | 0.1% | +170+25.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,844 | $35.6 萬 | 0.1% | +1,333+20.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,823 | $35.8 萬 | 0.1% | −60−3.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 632 | $35.9 萬 | 0.1% | +54+9.3% | 加碼 | – |
| NFLXNetflix Inc | Stock | 308 | $36.3 萬 | 0.1% | −24−7.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 846 | $36.8 萬 | 0.1% | +30+3.7% | 加碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 4,920 | $37.9 萬 | 0.1% | −1,728−26.0% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,539 | $38.8 萬 | 0.1% | +427+38.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 833 | $39.1 萬 | 0.1% | −10−1.2% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 2,676 | $39.2 萬 | 0.1% | −48−1.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 675 | $39.3 萬 | 0.1% | +40+6.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,768 | $40.1 萬 | 0.1% | +803+27.1% | 加碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 8,697 | $41.7 萬 | 0.1% | +743+9.3% | 加碼 | – |
| LRCXLam Research Corp | Stock | 4,385 | $42.1 萬 | 0.1% | +27+0.6% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,756 | $45.0 萬 | 0.1% | −25−0.7% | 減碼 | – |
| ROKRockwell Automation, Inc | Stock | 1,389 | $45.7 萬 | 0.1% | +6+0.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 748 | $47.4 萬 | 0.1% | −391−34.3% | 減碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 4,289 | $48.5 萬 | 0.1% | +29+0.7% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 21,253 | $48.8 萬 | 0.1% | −2,085−8.9% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 9,718 | $49.1 萬 | 0.1% | +9,718 | 新進 | – |
| IRMIron Mountain Inc | COM | 5,500 | $49.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,902 | $49.6 萬 | 0.1% | −481−7.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,549 | $50.0 萬 | 0.1% | −283−10.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,625 | $51.7 萬 | 0.1% | +697+36.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,539 | $54.1 萬 | 0.1% | −63−1.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,235 | $54.1 萬 | 0.1% | +6+0.1% | 加碼 | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 10,513 | $58.4 萬 | 0.1% | −330−3.0% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,837 | $58.6 萬 | 0.1% | +2,729+87.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,855 | $60.1 萬 | 0.1% | +33+0.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 653 | $63.3 萬 | 0.2% | −136−17.2% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,108 | $64.6 萬 | 0.2% | −99−1.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,743 | $67.5 萬 | 0.2% | +63+3.8% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 10,035 | $69.1 萬 | 0.2% | +97+1.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,334 | $71.8 萬 | 0.2% | +8+0.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,466 | $71.9 萬 | 0.2% | +440+21.7% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,127 | $72.1 萬 | 0.2% | −2,208−16.6% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 7,197 | $74.1 萬 | 0.2% | +4,404+157.7% | 加碼 | – |
| SRESempra | Stock | 10,095 | $81.9 萬 | 0.2% | +167+1.7% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,963 | $83.6 萬 | 0.2% | −40−0.4% | 減碼 | – |
| DISWalt Disney Co | Stock | 7,723 | $89.0 萬 | 0.2% | −1,288−14.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,158 | $89.4 萬 | 0.2% | +220+23.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,676 | $106.6 萬 | 0.3% | +602+56.1% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,862 | $119.7 萬 | 0.3% | +1,081+9.2% | 加碼 | – |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 26,562 | $126.8 萬 | 0.3% | +4,872+22.5% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 11,384 | $157.5 萬 | 0.4% | −45−0.4% | 減碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 42,524 | $160.7 萬 | 0.4% | −91,975−68.4% | 減碼 | – |
| BABoeing Co | Stock | 7,301 | $164.3 萬 | 0.4% | +68+0.9% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 18,497 | $187.6 萬 | 0.5% | +2,478+15.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 5,942 | $190.1 萬 | 0.5% | +230+4.0% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 44,337 | $234.1 萬 | 0.6% | +402+0.9% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 52,919 | $261.5 萬 | 0.7% | +52,919 | 新進 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 130,137 | $287.7 萬 | 0.7% | −1,895−1.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 13,407 | $298.1 萬 | 0.7% | +431+3.3% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 50,716 | $321.2 萬 | 0.8% | −98,249−66.0% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 51,748 | $328.9 萬 | 0.8% | +2,418+4.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,641 | $351.2 萬 | 0.9% | +132+1.1% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 85,571 | $394.4 萬 | 1.0% | +15,721+22.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 26,845 | $481.7 萬 | 1.2% | −2,797−9.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,274 | $486.9 萬 | 1.2% | +280+3.1% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 156,642 | $493.3 萬 | 1.2% | +156,642 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 29,296 | $543.1 萬 | 1.4% | +1,669+6.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 95,816 | $622.4 萬 | 1.5% | +5,322+5.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 55,517 | $1,184 萬 | 2.9% | +419+0.8% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 71,060 | $1,292 萬 | 3.2% | −5,168−6.8% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 240,111 | $1,335 萬 | 3.3% | +33,975+16.5% | 加碼 | – |
2025 年第 1 季之後清倉（9 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MARMarriott International Inc | Stock | 2,079 | $49.5 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 882 | $46.2 萬 | 0.1% | 歷史 |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 8,654 | $40.6 萬 | 0.1% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 811 | $34.1 萬 | 0.1% | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,652 | $28.8 萬 | 0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 4,578 | $23.1 萬 | 0.1% | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 2,932 | $22.5 萬 | 0.1% | – |
| LUVSouthwest Airlines Co | COM | 6,523 | $20.6 萬 | 0.1% | 歷史 |
| FFWMFirst Foundation Inc. | COM | 10,368 | $5.41 萬 | <0.1% | 歷史 |