West Wealth Group, LLC
- SEC CIK
- 0001923591
- 最新申報
- 2026/8/6
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/27 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 123
- 較 2025 年第 2 季 +12
- 總值
- $4.44 億
- 較 2025 年第 2 季 +$4,142 萬 (+10.3%)
| 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 | 421,069 | $5,070 萬 | 11.4% | +1,982+0.5% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 203,887 | $4,210 萬 | 9.5% | +6,340+3.2% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 623,343 | $3,679 萬 | 8.3% | +95,432+18.1% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 428,476 | $2,903 萬 | 6.5% | −36,898−7.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 312,714 | $2,447 萬 | 5.5% | −18,133−5.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 380,283 | $2,372 萬 | 5.3% | −12,151−3.1% | 減碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 96,806 | $2,362 萬 | 5.3% | +38,589+66.3% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 470,570 | $2,211 萬 | 5.0% | +112,158+31.3% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 380,137 | $1,782 萬 | 4.0% | +10,998+3.0% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 406,028 | $1,525 萬 | 3.4% | +33,286+8.9% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 422,753 | $1,477 萬 | 3.3% | +266,111+169.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 54,173 | $1,351 萬 | 3.0% | −1,344−2.4% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 227,978 | $1,307 萬 | 2.9% | −12,133−5.1% | 減碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 122,184 | $814.6 萬 | 1.8% | +122,184 | 新進 | – |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 98,419 | $666.6 萬 | 1.5% | +2,603+2.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 30,238 | $585.7 萬 | 1.3% | +942+3.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 31,994 | $575.3 萬 | 1.3% | +5,149+19.2% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 48,129 | $554.4 萬 | 1.2% | −91,272−65.5% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 69,569 | $551.8 萬 | 1.2% | +17,821+34.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,954 | $511.1 萬 | 1.2% | +680+7.3% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 93,015 | $437.5 萬 | 1.0% | +7,444+8.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 11,917 | $418.7 萬 | 0.9% | +276+2.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 140,946 | $317.8 萬 | 0.7% | +10,809+8.3% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 58,919 | $293.2 萬 | 0.7% | +6,000+11.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 12,882 | $277.7 萬 | 0.6% | −525−3.9% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 47,892 | $254.7 萬 | 0.6% | +3,555+8.0% | 加碼 | – |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 46,867 | $230.7 萬 | 0.5% | +20,305+76.4% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 11,396 | $224.0 萬 | 0.5% | −59,664−84.0% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 21,117 | $219.8 萬 | 0.5% | +2,620+14.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,566 | $198.7 萬 | 0.4% | −1,376−23.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 69,368 | $161.8 萬 | 0.4% | +69,368 | 新進 | – |
| BABoeing Co | Stock | 7,237 | $154.9 萬 | 0.3% | −64−0.9% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 10,118 | $147.1 萬 | 0.3% | −1,266−11.1% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 14,693 | $138.5 萬 | 0.3% | +1,831+14.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,425 | $95.3 萬 | 0.2% | −251−15.0% | 減碼 | – |
| SRESempra | Stock | 10,207 | $94.2 萬 | 0.2% | +112+1.1% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,598 | $91.7 萬 | 0.2% | +635+7.1% | 加碼 | – |
| DISWalt Disney Co | Stock | 7,890 | $88.1 萬 | 0.2% | +167+2.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,882 | $88.1 萬 | 0.2% | +416+16.9% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 12,089 | $84.3 萬 | 0.2% | −38,627−76.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,304 | $82.9 萬 | 0.2% | +755+29.6% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 7,957 | $82.3 萬 | 0.2% | +760+10.6% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,961 | $76.2 萬 | 0.2% | +218+12.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,056 | $75.8 萬 | 0.2% | −102−8.8% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,165 | $75.7 萬 | 0.2% | +57+0.9% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 10,017 | $72.6 萬 | 0.2% | −18−0.2% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,091 | $68.8 萬 | 0.2% | −1,036−9.3% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,245 | $68.2 萬 | 0.2% | +390+4.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,654 | $66.8 萬 | 0.2% | +29+1.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,001 | $66.6 萬 | 0.2% | +253+33.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 4,483 | $64.9 萬 | 0.1% | +98+2.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,787 | $63.1 萬 | 0.1% | +552+10.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,057 | $62.8 萬 | 0.1% | −277−11.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 633 | $60.5 萬 | 0.1% | −20−3.1% | 減碼 | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 10,337 | $59.0 萬 | 0.1% | −176−1.7% | 減碼 | – |
| IRMIron Mountain Inc | COM | 5,551 | $58.7 萬 | 0.1% | +51+0.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,928 | $57.9 萬 | 0.1% | +389+11.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 481 | $57.9 萬 | 0.1% | +173+56.2% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,270 | $56.4 萬 | 0.1% | +2,059+64.1% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,447 | $54.8 萬 | 0.1% | −390−6.7% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 4,312 | $54.5 萬 | 0.1% | +23+0.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,913 | $53.7 萬 | 0.1% | +374+24.3% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 6,027 | $53.1 萬 | 0.1% | +125+2.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 827 | $50.6 萬 | 0.1% | +152+22.5% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 21,646 | $50.3 萬 | 0.1% | +393+1.8% | 加碼 | – |
| CATCaterpillar Inc | Stock | 902 | $48.2 萬 | 0.1% | +76+9.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,250 | $47.4 萬 | 0.1% | +482+12.8% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,765 | $47.3 萬 | 0.1% | +9+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 771 | $46.5 萬 | 0.1% | +139+22.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 893 | $44.3 萬 | 0.1% | +60+7.2% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,241 | $43.7 萬 | 0.1% | −148−10.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,931 | $43.7 萬 | 0.1% | +108+5.9% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 577 | $43.4 萬 | 0.1% | +191+49.5% | 加碼 | – |
| ROSTRoss Stores, Inc. | COM | 2,684 | $42.1 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 835 | $41.7 萬 | 0.1% | −11−1.3% | 減碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 5,800 | $40.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,624 | $36.6 萬 | 0.1% | +1,433+34.2% | 加碼 | – |
| DELLDell Technologies Inc. | Stock | 2,379 | $36.6 萬 | 0.1% | −137−5.4% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,170 | $36.5 萬 | 0.1% | +1,327+46.7% | 加碼 | – |
| BACBank of America Corp | Stock | 6,804 | $35.6 萬 | 0.1% | −1,040−13.3% | 減碼 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 8,285 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 7,661 | $35.4 萬 | 0.1% | +351+4.8% | 加碼 | – |
| CSXCSX Corp | Stock | 9,664 | $35.0 萬 | 0.1% | +2,013+26.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 13,327 | $34.7 萬 | 0.1% | +478+3.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,495 | $34.0 萬 | 0.1% | +25+1.7% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 6,345 | $33.7 萬 | 0.1% | +975+18.2% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,749 | $32.4 萬 | 0.1% | +37+1.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 968 | $31.8 萬 | 0.1% | +198+25.7% | 加碼 | – |
| GEGeneral Electric Co | Stock | 1,050 | $31.5 萬 | 0.1% | +75+7.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 994 | $30.2 萬 | 0.1% | +111+12.6% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,585 | $29.7 萬 | 0.1% | +546+18.0% | 加碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 1,351 | $29.6 萬 | 0.1% | +1,351 | 新進 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 6,779 | $29.4 萬 | 0.1% | −50−0.7% | 減碼 | – |
| CVXChevron Corp | Stock | 1,914 | $29.1 萬 | 0.1% | +316+19.8% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,602 | $29.1 萬 | 0.1% | +262+7.8% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 793 | $28.7 萬 | 0.1% | +793 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,950 | $28.2 萬 | 0.1% | +1,307+35.9% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 453 | $27.9 萬 | 0.1% | +6+1.3% | 加碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 5,093 | $27.3 萬 | 0.1% | −707−12.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,409 | $26.9 萬 | 0.1% | +1,409 | 新進 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 9,718 | $49.1 萬 | 0.1% | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 4,920 | $37.9 萬 | 0.1% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,937 | $29.5 萬 | 0.1% | – |
| BXBlackstone Inc. | COM | 1,196 | $20.3 萬 | 0.1% | 歷史 |