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 |
|---|---|---|---|---|---|---|---|
| PDSBPDS Biotechnology Corp | COM | 15,399 | $6.10 萬 | <0.1% | – | – | 歷史 |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 10,096 | $20.0 萬 | 0.2% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 4,151 | $20.4 萬 | 0.2% | – | – | – |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 6,401 | $20.6 萬 | 0.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,790 | $20.7 萬 | 0.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 1,186 | $20.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,084 | $20.8 萬 | 0.2% | – | – | – |
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 6,771 | $21.0 萬 | 0.2% | – | – | – |
| ARCCAres Capital Corp | CEF | 10,146 | $21.1 萬 | 0.2% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 1,740 | $21.4 萬 | 0.2% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 2,699 | $21.5 萬 | 0.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,939 | $21.5 萬 | 0.2% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 224 | $21.6 萬 | 0.2% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 336 | $21.8 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 4,968 | $21.9 萬 | 0.2% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 3,523 | $22.1 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 6,827 | $22.3 萬 | 0.2% | – | – | – |
| TTTrane Technologies plc | SHS | 764 | $22.9 萬 | 0.2% | – | – | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,832 | $23.1 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,904 | $23.3 萬 | 0.2% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,900 | $23.4 萬 | 0.2% | – | – | – |
| WFCWells Fargo & Company | Stock | 4,306 | $25.0 萬 | 0.2% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 749 | $25.0 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,224 | $25.3 萬 | 0.2% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 1,656 | $25.7 萬 | 0.2% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 3,360 | $25.8 萬 | 0.2% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 1,033 | $26.1 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 439 | $26.7 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 2,111 | $26.9 萬 | 0.2% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 5,250 | $27.4 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 7,265 | $27.5 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 4,319 | $27.6 萬 | 0.2% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,294 | $28.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,930 | $28.9 萬 | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 1,157 | $29.5 萬 | 0.2% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,765 | $31.4 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 879 | $31.5 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 13,447 | $31.5 萬 | 0.2% | – | – | – |
| KMBKimberly Clark Corp | Stock | 2,448 | $31.7 萬 | 0.2% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 1,264 | $31.8 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 3,544 | $32.4 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,342 | $32.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 945 | $32.5 萬 | 0.2% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 1,996 | $32.6 萬 | 0.2% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,275 | $33.0 萬 | 0.2% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 5,628 | $33.0 萬 | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,093 | $33.3 萬 | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 6,193 | $33.6 萬 | 0.3% | – | – | 歷史 |
| 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 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,076 | $33.8 萬 | 0.3% | – | – | – |
| CSXCSX Corp | Stock | 9,135 | $33.9 萬 | 0.3% | – | – | 歷史 |
| ITICInvestors Title Co | COM | 2,108 | $34.4 萬 | 0.3% | – | – | 歷史 |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 10,452 | $35.4 萬 | 0.3% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 613 | $35.6 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 5,755 | $35.7 萬 | 0.3% | – | – | – |
| Aim ETF Products Trust00888H786 | ALLIA US FEB ETF | 12,449 | $36.0 萬 | 0.3% | – | – | – |
| AXPAmerican Express Co | Stock | 1,597 | $36.4 萬 | 0.3% | – | – | 歷史 |
| CTASCintas Corp | Stock | 533 | $36.6 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,227 | $37.0 萬 | 0.3% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 385 | $37.4 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,568 | $37.6 萬 | 0.3% | – | – | – |
| AMATApplied Materials Inc | Stock | 1,857 | $38.3 萬 | 0.3% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,941 | $39.1 萬 | 0.3% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 820 | $39.3 萬 | 0.3% | – | – | 歷史 |
| NUENucor Corp | COM | 2,009 | $39.8 萬 | 0.3% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,769 | $40.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 16,159 | $40.5 萬 | 0.3% | – | – | – |
| 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% | – | – | – |
| CLXClorox Co | Stock | 2,700 | $41.3 萬 | 0.3% | – | – | 歷史 |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 15,757 | $42.7 萬 | 0.3% | – | – | – |
| GISGeneral Mills Inc | Stock | 6,165 | $43.1 萬 | 0.3% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 3,516 | $45.1 萬 | 0.3% | – | – | 歷史 |
| NVSNovartis AG | ADR | 4,676 | $45.2 萬 | 0.3% | – | – | 歷史 |
| 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% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 9,093 | $46.0 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,063 | $46.1 萬 | 0.3% | – | – | – |
| HONHoneywell International Inc | COM | 2,266 | $46.5 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 |
| NKENIKE, Inc. | Stock | 5,063 | $47.6 萬 | 0.4% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,680 | $48.7 萬 | 0.4% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 11,204 | $48.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 10,232 | $49.0 萬 | 0.4% | – | – | – |
| DEDeere & Co | Stock | 1,239 | $50.9 萬 | 0.4% | – | – | 歷史 |
| MMM3M Co | Stock | 4,878 | $51.7 萬 | 0.4% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,971 | $52.9 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,627 | $53.0 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,229 | $53.1 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 19,415 | $53.9 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,255 | $55.5 萬 | 0.4% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,128 | $56.5 萬 | 0.4% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 13,267 | $57.5 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,898 | $59.4 萬 | 0.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,232 | $60.9 萬 | 0.5% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,308 | $63.2 萬 | 0.5% | – | – | 歷史 |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 19,692 | $64.2 萬 | 0.5% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 1,608 | $67.2 萬 | 0.5% | – | – | 歷史 |