Wealth Group, Ltd.
- SEC CIK
- 0002013988
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/22 申報。只含多頭部位。
- 持股檔數
- 84
- 2025 年第 3 季沒有申報
- 總值
- $1.03 億
- 2025 年第 3 季沒有申報
Wealth Group, Ltd. 沒有申報 2025 年第 3 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 | 49,089 | $1,335 萬 | 13.0% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,887 | $591.2 萬 | 5.8% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 29,451 | $549.3 萬 | 5.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 45,778 | $510.0 萬 | 5.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,155 | $491.1 萬 | 4.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,608 | $475.7 萬 | 4.6% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 5,633 | $322.7 萬 | 3.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 4,925 | $281.2 萬 | 2.7% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 23,736 | $278.2 萬 | 2.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,061 | $268.1 萬 | 2.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 17,409 | $265.3 萬 | 2.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 6,358 | $194.3 萬 | 1.9% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,160 | $189.8 萬 | 1.9% | – | – | 歷史 |
| CMICummins Inc | Stock | 3,409 | $174.0 萬 | 1.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,590 | $158.9 萬 | 1.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,840 | $158.7 萬 | 1.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 4,319 | $148.6 萬 | 1.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 4,267 | $139.7 萬 | 1.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,215 | $135.8 萬 | 1.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,229 | $132.1 萬 | 1.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 8,806 | $126.2 萬 | 1.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 17,663 | $123.5 萬 | 1.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,713 | $121.2 萬 | 1.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,371 | $119.2 萬 | 1.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,339 | $113.1 萬 | 1.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,831 | $109.6 萬 | 1.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 6,366 | $108.9 萬 | 1.1% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 6,350 | $108.7 萬 | 1.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 7,533 | $108.1 萬 | 1.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 4,355 | $105.0 萬 | 1.0% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,721 | $97.7 萬 | 1.0% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,752 | $96.5 萬 | 0.9% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 19,218 | $94.6 萬 | 0.9% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,320 | $86.3 萬 | 0.8% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,734 | $85.3 萬 | 0.8% | – | – | 歷史 |
| HSYHershey Co | COM | 4,425 | $80.5 萬 | 0.8% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,675 | $79.2 萬 | 0.8% | – | – | 歷史 |
| MMM3M Co | Stock | 4,569 | $73.1 萬 | 0.7% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 2,203 | $70.2 萬 | 0.7% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,943 | $67.2 萬 | 0.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,736 | $60.8 萬 | 0.6% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,210 | $56.3 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,937 | $53.9 萬 | 0.5% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,077 | $53.4 萬 | 0.5% | – | – | 歷史 |
| NUENucor Corp | COM | 3,230 | $52.7 萬 | 0.5% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 5,590 | $52.4 萬 | 0.5% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,066 | $50.9 萬 | 0.5% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,287 | $47.6 萬 | 0.5% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 2,205 | $47.2 萬 | 0.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,432 | $44.9 萬 | 0.4% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,202 | $42.5 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 2,177 | $42.4 萬 | 0.4% | – | – | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 4,050 | $41.7 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,707 | $39.5 萬 | 0.4% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,191 | $38.6 萬 | 0.4% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,852 | $38.5 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,965 | $38.2 萬 | 0.4% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,030 | $37.4 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,961 | $35.6 萬 | 0.3% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,190 | $34.4 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 761 | $34.2 萬 | 0.3% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,100 | $31.8 萬 | 0.3% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 3,000 | $30.7 萬 | 0.3% | – | – | 歷史 |
| NVSNovartis AG | ADR | 2,200 | $30.3 萬 | 0.3% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 975 | $30.2 萬 | 0.3% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,328 | $29.6 萬 | 0.3% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,145 | $28.5 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,667 | $28.1 萬 | 0.3% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 7,510 | $27.8 萬 | 0.3% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 888 | $27.0 萬 | 0.3% | – | – | 歷史 |
| ITICInvestors Title Co | COM | 1,054 | $26.3 萬 | 0.3% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,169 | $25.0 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 695 | $24.4 萬 | 0.2% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,482 | $24.1 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,341 | $22.9 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 2,703 | $22.8 萬 | 0.2% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 479 | $22.5 萬 | 0.2% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 4,682 | $22.4 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 1,025 | $22.3 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 3,422 | $21.8 萬 | 0.2% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 323 | $21.4 萬 | 0.2% | – | – | 歷史 |
| AFLAflac Inc | Stock | 1,821 | $20.1 萬 | 0.2% | – | – | 歷史 |
| CHRSCoherus Oncology, Inc. | COM | 14,195 | $2.00 萬 | <0.1% | – | – | 歷史 |
| PDSBPDS Biotechnology Corp | COM | 13,399 | $1.00 萬 | <0.1% | – | – | 歷史 |