West Wealth Group, LLC
- SEC CIK
- 0001923591
- 最新申報
- 2026/8/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/12 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 130
- 較 2025 年第 4 季 +3
- 總值
- $5.06 億
- 較 2025 年第 4 季 +$2,400 萬 (+5.0%)
| 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 | 469,119 | $5,306 萬 | 10.5% | +29,551+6.7% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 245,287 | $5,179 萬 | 10.2% | +30,856+14.4% | 加碼 | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 1,342,357 | $4,316 萬 | 8.5% | +1,342,357 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 562,031 | $4,302 萬 | 8.5% | +238,147+73.5% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 649,206 | $3,777 萬 | 7.5% | −27,966−4.1% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 428,064 | $1,977 萬 | 3.9% | +24,648+6.1% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 263,080 | $1,956 萬 | 3.9% | −194,639−42.5% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 408,658 | $1,917 萬 | 3.8% | −118,679−22.5% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 331,806 | $1,887 萬 | 3.7% | +58,007+21.2% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 470,728 | $1,705 萬 | 3.4% | +34,413+7.9% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 511,188 | $1,684 萬 | 3.3% | +42,781+9.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 55,774 | $1,415 萬 | 2.8% | +1,492+2.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 180,372 | $1,225 萬 | 2.4% | +74,242+70.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 190,199 | $1,166 萬 | 2.3% | −208,231−52.3% | 減碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 160,155 | $1,135 萬 | 2.2% | +26,551+19.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 442,800 | $1,018 萬 | 2.0% | +358,348+424.3% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 39,644 | $760.4 萬 | 1.5% | +7,579+23.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 37,594 | $655.7 萬 | 1.3% | +3,475+10.2% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 210,862 | $483.1 萬 | 1.0% | +188,574+846.1% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 86,342 | $396.0 萬 | 0.8% | −15,200−15.0% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 12,491 | $386.6 萬 | 0.8% | +193+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,951 | $368.4 萬 | 0.7% | +229+2.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 158,721 | $355.4 萬 | 0.7% | +10,340+7.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 70,754 | $340.0 萬 | 0.7% | +5,346+8.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 14,167 | $295.1 萬 | 0.6% | +1,335+10.4% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 26,097 | $290.6 萬 | 0.6% | −25,612−49.5% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 28,749 | $253.5 萬 | 0.5% | −46,865−62.0% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 48,351 | $251.1 萬 | 0.5% | −2,627−5.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,764 | $214.3 萬 | 0.4% | +1,262+28.0% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 9,962 | $180.7 萬 | 0.4% | −924−8.5% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 43,511 | $169.1 萬 | 0.3% | +43,511 | 新進 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,592 | $153.9 萬 | 0.3% | +1,066+6.9% | 加碼 | – |
| BABoeing Co | Stock | 7,394 | $147.2 萬 | 0.3% | +115+1.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,135 | $139.5 萬 | 0.3% | +695+48.3% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 9,468 | $133.9 萬 | 0.3% | −654−6.5% | 減碼 | – |
| Goldman Sachs ETF Tr38149W432 | TECHN OPPOR ETF | 30,640 | $110.9 萬 | 0.2% | 00.0% | 不變 | – |
| SRESempra | Stock | 10,862 | $105.6 萬 | 0.2% | +947+9.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 9,429 | $104.2 萬 | 0.2% | +9,429 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,877 | $99.2 萬 | 0.2% | −11−0.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 4,406 | $94.1 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,778 | $89.1 萬 | 0.2% | +1,783+179.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,045 | $87.6 萬 | 0.2% | +110+3.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,928 | $86.1 萬 | 0.2% | +37+1.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,753 | $83.9 萬 | 0.2% | +832+14.1% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,143 | $81.2 萬 | 0.2% | +35+0.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,408 | $80.6 萬 | 0.2% | +382+37.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,796 | $80.2 萬 | 0.2% | +92+3.4% | 加碼 | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 5,491 | $78.1 萬 | 0.2% | +1,153+26.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,196 | $77.8 萬 | 0.2% | +40+3.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,515 | $76.6 萬 | 0.2% | +54+1.2% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,859 | $76.2 萬 | 0.2% | −34−0.3% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 7,546 | $76.0 萬 | 0.2% | +968+14.7% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 9,481 | $74.6 萬 | 0.1% | −1,945−17.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 710 | $70.8 萬 | 0.1% | +58+8.9% | 加碼 | 歷史 |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 10,066 | $70.6 萬 | 0.1% | +57+0.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,476 | $68.7 萬 | 0.1% | +1,348+26.3% | 加碼 | – |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 19,777 | $66.6 萬 | 0.1% | +19,777 | 新進 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 13,732 | $66.5 萬 | 0.1% | +13,732 | 新進 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,765 | $65.4 萬 | 0.1% | −100,961−97.3% | 減碼 | – |
| CATCaterpillar Inc | Stock | 919 | $65.1 萬 | 0.1% | +18+2.0% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,216 | $64.3 萬 | 0.1% | −1,200−11.5% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,067 | $64.2 萬 | 0.1% | +41+2.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 7,879 | $63.5 萬 | 0.1% | +7,879 | 新進 | – |
| HDHome Depot, Inc. | Stock | 1,882 | $61.9 萬 | 0.1% | +27+1.5% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 5,865 | $59.9 萬 | 0.1% | +15+0.3% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 2,699 | $58.5 萬 | 0.1% | +6+0.2% | 加碼 | 歷史 |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 6,519 | $58.0 萬 | 0.1% | +6,519 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 996 | $57.5 萬 | 0.1% | +219+28.2% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,374 | $55.6 萬 | 0.1% | −3,210−37.4% | 減碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 1,354 | $53.1 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,946 | $52.6 萬 | 0.1% | −41−0.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 3,640 | $52.6 萬 | 0.1% | −14−0.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 879 | $52.5 萬 | 0.1% | +141+19.1% | 加碼 | – |
| DISWalt Disney Co | Stock | 5,381 | $51.9 萬 | 0.1% | −2,258−29.6% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,169 | $51.0 萬 | 0.1% | +8,169 | 新進 | – |
| AMATApplied Materials Inc | Stock | 1,485 | $50.8 萬 | 0.1% | +8+0.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 839 | $50.7 萬 | 0.1% | +9+1.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,207 | $50.1 萬 | 0.1% | +1,181+29.3% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,854 | $48.1 萬 | 0.1% | +298+3.9% | 加碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 8,572 | $47.3 萬 | 0.1% | −1,621−15.9% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 5,732 | $46.2 萬 | 0.1% | +5,732 | 新進 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,769 | $45.7 萬 | 0.1% | +19+0.5% | 加碼 | – |
| BACBank of America Corp | Stock | 9,308 | $45.4 萬 | 0.1% | +2,223+31.4% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,261 | $45.3 萬 | 0.1% | +21+1.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,837 | $44.5 萬 | 0.1% | +96+5.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,999 | $43.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 605 | $42.3 萬 | 0.1% | +50+9.0% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 482 | $42.1 萬 | 0.1% | +7+1.5% | 加碼 | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 8,669 | $40.2 萬 | 0.1% | +8,669 | 新進 | – |
| CVXChevron Corp | Stock | 1,911 | $39.5 萬 | 0.1% | +110+6.1% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 9,622 | $39.5 萬 | 0.1% | +34+0.4% | 加碼 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 8,374 | $39.5 萬 | 0.1% | +42+0.5% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,220 | $39.3 萬 | 0.1% | +5,220 | 新進 | – |
| RKLBRocket Lab Corp | COM | 5,813 | $37.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 7,213 | $35.3 萬 | 0.1% | +537+8.0% | 加碼 | – |
| DELLDell Technologies Inc. | Stock | 2,142 | $35.2 萬 | 0.1% | −245−10.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 11,795 | $34.2 萬 | 0.1% | +259+2.2% | 加碼 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 7,564 | $34.1 萬 | 0.1% | −71−0.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,393 | $34.1 萬 | 0.1% | +19+1.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 661 | $31.7 萬 | 0.1% | −276−29.5% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（12 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 57,191 | $278.4 萬 | 0.6% | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 25,837 | $262.7 萬 | 0.5% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 10,119 | $97.4 萬 | 0.2% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 6,407 | $33.9 萬 | 0.1% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,604 | $29.9 萬 | 0.1% | – |
| KKRKKR & Co. Inc. | COM | 2,072 | $26.4 萬 | 0.1% | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 6,133 | $25.4 萬 | 0.1% | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 5,122 | $24.6 萬 | 0.1% | – |
| ORCLOracle Corp | Stock | 1,165 | $22.7 萬 | <0.1% | 歷史 |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 2,287 | $21.4 萬 | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 2,360 | $20.1 萬 | <0.1% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 10,368 | $13.8 萬 | <0.1% | 歷史 |