West Wealth Group, LLC
- SEC CIK
- 0001923591
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 143
- 較 2026 年第 1 季 +13
- 總值
- $6.11 億
- 較 2026 年第 1 季 +$1.05 億 (+20.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NRONeuberger Real Estate Securities Income Fund Inc | COM | 21,019 | $6.37 萬 | <0.1% | +122+0.6% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,261 | $20.5 萬 | <0.1% | +2,261 | 新進 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 2,506 | $20.5 萬 | <0.1% | +2,506 | 新進 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 394 | $20.6 萬 | <0.1% | +394 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,867 | $20.6 萬 | <0.1% | +470+10.7% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 683 | $20.6 萬 | <0.1% | +683 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 407 | $20.8 萬 | <0.1% | +3+0.7% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,095 | $20.9 萬 | <0.1% | +1,095 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 1,633 | $21.0 萬 | <0.1% | +1,633 | 新進 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 3,400 | $21.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 4,576 | $21.5 萬 | <0.1% | +4,576 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,144 | $22.3 萬 | <0.1% | +33+1.6% | 加碼 | – |
| PFEPfizer Inc | Stock | 9,499 | $22.9 萬 | <0.1% | +1,110+13.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,684 | $23.1 萬 | <0.1% | +2,684 | 新進 | – |
| TAT&T Inc. | Stock | 11,444 | $23.7 萬 | <0.1% | −351−3.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,589 | $24.1 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 699 | $25.3 萬 | <0.1% | +54+8.4% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 5,007 | $26.4 萬 | <0.1% | −2,206−30.6% | 減碼 | – |
| AFLAflac Inc | Stock | 2,319 | $27.2 萬 | <0.1% | +28+1.2% | 加碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 3,223 | $27.3 萬 | <0.1% | +216+7.2% | 加碼 | – |
| GLWCorning Inc | COM | 1,069 | $27.3 萬 | <0.1% | +1,069 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,248 | $27.5 萬 | <0.1% | +1,248 | 新進 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,362 | $27.7 萬 | <0.1% | −154−4.4% | 減碼 | – |
| BlackRock ETF Trust09290C863 | ISHARES US LARG | 8,254 | $27.9 萬 | <0.1% | +1,634+24.7% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 943 | $28.6 萬 | <0.1% | +1+0.1% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 4,703 | $29.7 萬 | <0.1% | +14+0.3% | 加碼 | – |
| WABCWestamerica Bancorporation | COM | 5,184 | $30.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,833 | $30.5 萬 | <0.1% | −3,643−56.3% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 739 | $30.7 萬 | 0.1% | −67−8.3% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 5,718 | $31.3 萬 | 0.1% | +484+9.2% | 加碼 | – |
| VVisa Inc. | Stock | 963 | $33.0 萬 | 0.1% | +179+22.8% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,410 | $33.4 萬 | 0.1% | +1,410 | 新進 | – |
| INTCIntel Corp | Stock | 2,395 | $33.5 萬 | 0.1% | +2,395 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,833 | $33.6 萬 | 0.1% | +5,833 | 新進 | 歷史 |
| LUVSouthwest Airlines Co | COM | 6,635 | $34.1 萬 | 0.1% | +108+1.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 1,831 | $34.7 萬 | 0.1% | +319+21.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,509 | $34.8 萬 | 0.1% | +122+2.8% | 加碼 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 7,819 | $35.3 萬 | 0.1% | +255+3.4% | 加碼 | – |
| GEGeneral Electric Co | Stock | 973 | $36.4 萬 | 0.1% | −91−8.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 736 | $36.8 萬 | 0.1% | +75+11.3% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,636 | $37.1 萬 | 0.1% | +1,218+35.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 3,309 | $38.9 萬 | 0.1% | +199+6.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,487 | $39.2 萬 | 0.1% | +280+5.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,833 | $40.0 萬 | 0.1% | +1,833 | 新進 | – |
| CVXChevron Corp | Stock | 2,429 | $40.3 萬 | 0.1% | +518+27.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,638 | $41.6 萬 | 0.1% | +245+17.6% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,349 | $42.0 萬 | 0.1% | +1,490+52.1% | 加碼 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 8,705 | $42.3 萬 | 0.1% | +36+0.4% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,077 | $42.9 萬 | 0.1% | +223+2.8% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 849 | $43.3 萬 | 0.1% | +10+1.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 361 | $43.3 萬 | 0.1% | +84+30.3% | 加碼 | 歷史 |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 8,414 | $43.9 萬 | 0.1% | +40+0.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 598 | $44.1 萬 | 0.1% | −398−40.0% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 2,393 | $44.2 萬 | 0.1% | +27+1.1% | 加碼 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 2,724 | $46.5 萬 | 0.1% | +2,724 | 新進 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,233 | $47.1 萬 | 0.1% | +13+0.2% | 加碼 | – |
| CSXCSX Corp | Stock | 10,013 | $47.6 萬 | 0.1% | +391+4.1% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,554 | $50.6 萬 | 0.1% | −215−5.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 3,587 | $52.6 萬 | 0.1% | −53−1.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,519 | $53.1 萬 | 0.1% | +138+2.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,120 | $53.4 萬 | 0.1% | +121+6.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,949 | $54.8 萬 | 0.1% | +112+6.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 5,764 | $55.6 萬 | 0.1% | +32+0.6% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,059 | $55.7 萬 | 0.1% | −8−0.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 9,910 | $56.5 萬 | 0.1% | +602+6.5% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,160 | $57.0 萬 | 0.1% | −9−0.1% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 490 | $57.6 萬 | 0.1% | +8+1.7% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 2,705 | $57.6 萬 | 0.1% | +6+0.2% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 5,963 | $58.2 萬 | 0.1% | +17+0.3% | 加碼 | – |
| RKLBRocket Lab Corp | COM | 5,829 | $59.3 萬 | 0.1% | +16+0.3% | 加碼 | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 8,606 | $59.8 萬 | 0.1% | +34+0.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 5,008 | $59.9 萬 | 0.1% | +168+3.5% | 加碼依 8 比 1 拆股換算 | – |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 6,761 | $60.0 萬 | 0.1% | +242+3.7% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 1,266 | $62.7 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,349 | $64.3 萬 | 0.1% | −416−15.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,940 | $67.5 萬 | 0.1% | +425+9.4% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 585 | $67.6 萬 | 0.1% | +585 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,925 | $67.9 萬 | 0.1% | +43+2.3% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 5,479 | $69.2 萬 | 0.1% | −386−6.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 20,014 | $70.1 萬 | 0.1% | +237+1.2% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 7,903 | $72.1 萬 | 0.1% | +24+0.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 777 | $72.8 萬 | 0.1% | +67+9.4% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,817 | $74.4 萬 | 0.1% | −1,042−9.6% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 7,336 | $75.0 萬 | 0.1% | +1,962+36.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,100 | $75.6 萬 | 0.1% | +221+25.1% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 13,767 | $75.7 萬 | 0.1% | +35+0.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,392 | $77.8 萬 | 0.1% | +176+1.9% | 加碼 | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 9,994 | $80.1 萬 | 0.1% | −72−0.7% | 減碼 | – |
| WMTWalmart Inc. | Stock | 7,100 | $80.4 萬 | 0.1% | +347+5.1% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 5,970 | $80.9 萬 | 0.1% | −173−2.8% | 減碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 8,093 | $81.5 萬 | 0.1% | +547+7.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,557 | $87.7 萬 | 0.1% | +149+10.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,199 | $89.6 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 9,434 | $96.5 萬 | 0.2% | −47−0.5% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 2,279 | $98.3 萬 | 0.2% | +137+6.4% | 加碼 | 歷史 |
| SRESempra | Stock | 10,696 | $99.2 萬 | 0.2% | −166−1.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,844 | $100.5 萬 | 0.2% | +48+1.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,202 | $104.8 萬 | 0.2% | +274+9.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,893 | $107.1 萬 | 0.2% | +115+4.1% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 1,490 | $107.8 萬 | 0.2% | +5+0.3% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 190,199 | $1,166 萬 | 2.3% | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 5,050 | $25.4 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,926 | $22.3 萬 | <0.1% | – |
| iShares Tr46435G326 | CORE MSCI INTL | 2,477 | $20.7 萬 | <0.1% | – |