Wealth Group, Ltd.
- SEC CIK
- 0002013988
- 最新申報
- 2026/7/21
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/10 申報。只含多頭部位。
- 持股檔數
- 148
- 2023 年第 4 季沒有申報
- 總值
- $1.32 億
- 2023 年第 4 季沒有申報
Wealth Group, Ltd. 沒有申報 2023 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 69,764 | $1,196 萬 | 9.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 19,711 | $829.3 萬 | 6.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 40,192 | $407.6 萬 | 3.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 24,856 | $375.2 萬 | 2.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,664 | $372.7 萬 | 2.8% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 88,945 | $346.7 萬 | 2.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 53,238 | $320.3 萬 | 2.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,502 | $316.5 萬 | 2.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 19,227 | $303.3 萬 | 2.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 10,195 | $287.4 萬 | 2.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 5,700 | $274.5 萬 | 2.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,767 | $221.2 萬 | 1.7% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 22,762 | $220.1 萬 | 1.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 13,060 | $211.9 萬 | 1.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,318 | $209.7 萬 | 1.6% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 5,292 | $193.9 萬 | 1.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,423 | $177.5 萬 | 1.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 25,921 | $158.6 萬 | 1.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,269 | $156.6 萬 | 1.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,540 | $151.0 萬 | 1.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 8,156 | $142.7 萬 | 1.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 4,888 | $139.0 萬 | 1.0% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 18,990 | $137.9 萬 | 1.0% | – | – | – |
| LOWLowes Companies Inc | Stock | 5,240 | $133.5 萬 | 1.0% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,681 | $127.7 萬 | 1.0% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,241 | $122.5 萬 | 0.9% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,690 | $122.4 萬 | 0.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,352 | $121.5 萬 | 0.9% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 7,063 | $119.6 萬 | 0.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,503 | $118.7 萬 | 0.9% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,062 | $114.6 萬 | 0.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,664 | $112.0 萬 | 0.8% | – | – | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 5,209 | $108.6 萬 | 0.8% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,082 | $105.1 萬 | 0.8% | – | – | 歷史 |
| CMICummins Inc | Stock | 3,492 | $102.9 萬 | 0.8% | – | – | 歷史 |
| BABoeing Co | Stock | 5,327 | $102.8 萬 | 0.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,305 | $101.5 萬 | 0.8% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 10,564 | $96.8 萬 | 0.7% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,231 | $95.2 萬 | 0.7% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 21,923 | $92.0 萬 | 0.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,407 | $86.1 萬 | 0.7% | – | – | 歷史 |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 28,932 | $84.0 萬 | 0.6% | – | – | – |
| AVGOBroadcom Inc. | Stock | 623 | $82.6 萬 | 0.6% | – | – | 歷史 |
| HSYHershey Co | COM | 3,956 | $76.9 萬 | 0.6% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,903 | $71.8 萬 | 0.5% | – | – | 歷史 |
| TGTTarget Corp | Stock | 4,053 | $71.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,992 | $70.2 萬 | 0.5% | – | – | – |
| LRCXLam Research Corp | COM | 701 | $68.1 萬 | 0.5% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,608 | $67.2 萬 | 0.5% | – | – | 歷史 |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 19,692 | $64.2 萬 | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,308 | $63.2 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,232 | $60.9 萬 | 0.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,898 | $59.4 萬 | 0.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 13,267 | $57.5 萬 | 0.4% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,128 | $56.5 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,255 | $55.5 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 19,415 | $53.9 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,229 | $53.1 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,627 | $53.0 萬 | 0.4% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,971 | $52.9 萬 | 0.4% | – | – | 歷史 |
| MMM3M Co | Stock | 4,878 | $51.7 萬 | 0.4% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,239 | $50.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 10,232 | $49.0 萬 | 0.4% | – | – | – |
| MOAltria Group, Inc. | Stock | 11,204 | $48.9 萬 | 0.4% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,680 | $48.7 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 5,063 | $47.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 9,607 | $47.3 萬 | 0.4% | – | – | – |
| TROWPrice T Rowe Group Inc | Stock | 3,879 | $47.3 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,266 | $46.5 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,063 | $46.1 萬 | 0.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 9,093 | $46.0 萬 | 0.3% | – | – | – |
| PLDPrologis, Inc. | REIT | 3,491 | $45.5 萬 | 0.3% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 9,431 | $45.5 萬 | 0.3% | – | – | – |
| NVSNovartis AG | ADR | 4,676 | $45.2 萬 | 0.3% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 3,516 | $45.1 萬 | 0.3% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 6,165 | $43.1 萬 | 0.3% | – | – | 歷史 |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 15,757 | $42.7 萬 | 0.3% | – | – | – |
| CLXClorox Co | Stock | 2,700 | $41.3 萬 | 0.3% | – | – | 歷史 |
| SOSouthern Co | Stock | 5,692 | $40.8 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,402 | $40.8 萬 | 0.3% | – | – | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 16,159 | $40.5 萬 | 0.3% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 5,769 | $40.4 萬 | 0.3% | – | – | 歷史 |
| NUENucor Corp | COM | 2,009 | $39.8 萬 | 0.3% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 820 | $39.3 萬 | 0.3% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,941 | $39.1 萬 | 0.3% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 1,857 | $38.3 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,568 | $37.6 萬 | 0.3% | – | – | – |
| ASMLASML Holding NV | ADR | 385 | $37.4 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,227 | $37.0 萬 | 0.3% | – | – | 歷史 |
| CTASCintas Corp | Stock | 533 | $36.6 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,597 | $36.4 萬 | 0.3% | – | – | 歷史 |
| Aim ETF Products Trust00888H786 | ALLIA US FEB ETF | 12,449 | $36.0 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 5,755 | $35.7 萬 | 0.3% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 613 | $35.6 萬 | 0.3% | – | – | 歷史 |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 10,452 | $35.4 萬 | 0.3% | – | – | – |
| ITICInvestors Title Co | COM | 2,108 | $34.4 萬 | 0.3% | – | – | 歷史 |
| CSXCSX Corp | Stock | 9,135 | $33.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,076 | $33.8 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 19,128 | $33.7 萬 | 0.3% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 970 | $33.7 萬 | 0.3% | – | – | 歷史 |