West Wealth Group, LLC
- SEC CIK
- 0001923591
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/26 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 127
- 較 2025 年第 3 季 +4
- 總值
- $4.82 億
- 較 2025 年第 3 季 +$3,842 萬 (+8.7%)
| 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 | 439,568 | $5,418 萬 | 11.2% | +18,499+4.4% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 214,431 | $4,547 萬 | 9.4% | +10,544+5.2% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 677,172 | $4,118 萬 | 8.5% | +53,829+8.6% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 457,719 | $3,269 萬 | 6.8% | +29,243+6.8% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 103,726 | $2,605 萬 | 5.4% | +6,920+7.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 323,884 | $2,598 萬 | 5.4% | +11,170+3.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 398,430 | $2,517 萬 | 5.2% | +18,147+4.8% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 527,337 | $2,468 萬 | 5.1% | +56,767+12.1% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 403,416 | $1,877 萬 | 3.9% | +23,279+6.1% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 436,315 | $1,682 萬 | 3.5% | +30,287+7.5% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 273,799 | $1,573 萬 | 3.3% | +45,821+20.1% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 468,407 | $1,560 萬 | 3.2% | +45,654+10.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 54,282 | $1,476 萬 | 3.1% | +109+0.2% | 加碼 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 133,604 | $865.6 萬 | 1.8% | +11,420+9.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 106,130 | $723.3 萬 | 1.5% | +7,711+7.8% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 32,065 | $636.9 萬 | 1.3% | +1,827+6.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 34,119 | $636.3 萬 | 1.3% | +2,125+6.6% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 75,614 | $613.8 萬 | 1.3% | +6,045+8.7% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 51,709 | $589.1 萬 | 1.2% | +3,580+7.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 9,722 | $470.2 萬 | 1.0% | −232−2.3% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 101,542 | $469.3 萬 | 1.0% | +8,527+9.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 12,298 | $425.7 萬 | 0.9% | +381+3.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 148,381 | $332.6 萬 | 0.7% | +7,435+5.3% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 65,408 | $316.1 萬 | 0.7% | +6,489+11.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 12,832 | $296.2 萬 | 0.6% | −50−0.4% | 減碼 | 歷史 |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 57,191 | $278.4 萬 | 0.6% | +10,324+22.0% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 50,978 | $269.0 萬 | 0.6% | +3,086+6.4% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 25,837 | $262.7 萬 | 0.5% | +4,720+22.4% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 10,886 | $217.4 萬 | 0.5% | −510−4.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,502 | $202.5 萬 | 0.4% | −64−1.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 84,452 | $195.8 萬 | 0.4% | +15,084+21.7% | 加碼 | – |
| BABoeing Co | Stock | 7,279 | $158.1 萬 | 0.3% | +42+0.6% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 10,122 | $150.8 萬 | 0.3% | +40.0% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 15,526 | $146.2 萬 | 0.3% | +833+5.7% | 加碼 | – |
| Goldman Sachs ETF Tr38149W432 | TECHN OPPOR ETF | 30,640 | $121.1 萬 | 0.3% | +30,640 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,888 | $104.7 萬 | 0.2% | +3,975+435.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,440 | $98.7 萬 | 0.2% | +15+1.1% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 10,119 | $97.4 萬 | 0.2% | +521+5.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,891 | $93.2 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,935 | $91.9 萬 | 0.2% | −369−11.2% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 8,584 | $87.9 萬 | 0.2% | +627+7.9% | 加碼 | – |
| SRESempra | Stock | 9,915 | $87.5 萬 | 0.2% | −292−2.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,639 | $86.9 萬 | 0.2% | −251−3.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,704 | $84.9 萬 | 0.2% | +50+1.9% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 11,426 | $83.0 萬 | 0.2% | −663−5.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,156 | $78.8 萬 | 0.2% | +155+15.5% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,108 | $78.0 萬 | 0.2% | −57−0.9% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,893 | $75.6 萬 | 0.2% | +802+7.9% | 加碼 | – |
| LRCXLam Research Corp | Stock | 4,401 | $75.3 萬 | 0.2% | −82−1.8% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 10,009 | $74.2 萬 | 0.2% | −8−0.1% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,416 | $70.0 萬 | 0.1% | +171+1.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,026 | $67.8 萬 | 0.1% | −30−2.8% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 6,578 | $66.0 萬 | 0.1% | +1,131+20.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 5,921 | $66.0 萬 | 0.1% | +134+2.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,855 | $63.8 萬 | 0.1% | −106−5.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,026 | $61.9 萬 | 0.1% | −31−1.5% | 減碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 4,338 | $59.3 萬 | 0.1% | +26+0.6% | 加碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 10,193 | $58.7 萬 | 0.1% | −144−1.4% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 652 | $56.3 萬 | 0.1% | +19+3.0% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,128 | $54.9 萬 | 0.1% | −142−2.7% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,461 | $53.7 萬 | 0.1% | +211+5.0% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,987 | $53.6 萬 | 0.1% | −40−0.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 3,654 | $52.4 萬 | 0.1% | −274−7.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 901 | $51.7 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,741 | $51.6 萬 | 0.1% | −172−9.0% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 22,288 | $51.3 萬 | 0.1% | +642+3.0% | 加碼 | – |
| IRMIron Mountain Inc | COM | 5,850 | $48.5 萬 | 0.1% | +299+5.4% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 2,693 | $48.5 萬 | 0.1% | +9+0.3% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,750 | $48.3 萬 | 0.1% | −15−0.4% | 減碼 | – |
| ROKRockwell Automation, Inc | Stock | 1,240 | $48.3 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 777 | $47.7 萬 | 0.1% | +6+0.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 937 | $47.1 萬 | 0.1% | +44+4.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 738 | $46.3 萬 | 0.1% | −89−10.8% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,999 | $45.7 萬 | 0.1% | +68+3.5% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 555 | $41.8 萬 | 0.1% | −22−3.8% | 減碼 | – |
| RKLBRocket Lab Corp | COM | 5,813 | $40.6 萬 | 0.1% | +13+0.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 830 | $40.2 萬 | 0.1% | −5−0.6% | 減碼 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 8,332 | $39.2 萬 | 0.1% | +47+0.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,085 | $39.0 萬 | 0.1% | +281+4.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,477 | $38.0 萬 | 0.1% | −18−1.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,026 | $37.7 萬 | 0.1% | −784−16.3% | 減碼依 10 比 1 拆股換算 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 1,351 | $37.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 7,635 | $34.9 萬 | 0.1% | −26−0.3% | 減碼 | – |
| CSXCSX Corp | Stock | 9,588 | $34.8 萬 | 0.1% | −76−0.8% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 6,407 | $33.9 萬 | 0.1% | +62+1.0% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,556 | $33.8 萬 | 0.1% | +58+0.8% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 995 | $33.4 萬 | 0.1% | +27+2.8% | 加碼 | – |
| GEGeneral Electric Co | Stock | 1,061 | $32.7 萬 | 0.1% | +11+1.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 475 | $31.1 萬 | 0.1% | +22+4.9% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 6,676 | $30.2 萬 | 0.1% | −103−1.5% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 2,387 | $30.0 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,604 | $29.9 萬 | 0.1% | +19+0.5% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,613 | $29.1 萬 | 0.1% | +11+0.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,400 | $29.0 萬 | 0.1% | −1,224−21.8% | 減碼 | – |
| TAT&T Inc. | Stock | 11,536 | $28.7 萬 | 0.1% | −1,791−13.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 1,551 | $28.5 萬 | 0.1% | −101−6.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,374 | $28.4 萬 | 0.1% | −35−2.5% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,134 | $28.0 萬 | 0.1% | −1,036−24.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 260 | $28.0 萬 | 0.1% | −10−3.7% | 減碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 3,400 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 476 | $22.8 萬 | 0.1% | – |