小隐寺数据中心API 小隐寺主站

WORLD EQUITY GROUP, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WORLD EQUITY GROUP, INC.

报告期 2026-03-31 · CIK 0000878770

持仓数

368

前50大市值合计

$210.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$20.0M

78,611

9.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$13.8M

23,898

6.6%

MSFT MICROSOFT CORP

COM

$11.5M

31,005

5.5%

NVDA NVIDIA CORPORATION

COM

$10.4M

59,354

4.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$7.9M

12,089

3.7%

AMZN AMAZON COM INC

COM

$7.5M

36,002

3.6%

GLD SPDR GOLD TR

GOLD SHS

$6.0M

13,877

2.8%

AVGO BROADCOM INC

COM

$6.0M

19,274

2.8%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$6.0M

40,679

2.8%

GOOGL ALPHABET INC

CAP STK CL A

$5.8M

20,173

2.8%

META META PLATFORMS INC

CL A

$5.2M

9,092

2.5%

CAT CATERPILLAR INC

COM

$5.0M

7,008

2.4%

IVV ISHARES TR

CORE S&P500 ETF

$4.9M

7,539

2.3%

BUFG FIRST TR EXCHNG TRADED FD VI

VEST BUFFERED

$4.5M

168,627

2.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$4.4M

7,320

2.1%

— EXXON MOBIL CORP

COM

$4.3M

25,627

2.1%

CVX CHEVRON CORPORATION

COM

$4.2M

20,536

2.0%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$4.2M

124,732

2.0%

TSLA TESLA INC

COM

$4.2M

11,226

2.0%

BUFQ FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$4.1M

114,910

1.9%

EZMO LISTED FDS TR

ALPHADROID BROAD

$3.7M

136,778

1.7%

EZRO LISTED FDS TR

ALPHADROID DEFN

$3.4M

132,403

1.6%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$3.4M

53,936

1.6%

TPL TEXAS PACIFIC LAND CORPORATI

COM

$3.2M

6,845

1.5%

KO COCA COLA CO

COM

$3.2M

42,632

1.5%

GOOG ALPHABET INC

CAP STK CL C

$3.2M

11,253

1.5%

C CITIGROUP INC

COM NEW

$3.0M

26,724

1.4%

WMT WALMART INC

COM

$3.0M

23,875

1.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.9M

6,093

1.4%

BAC BANK AMERICA CORP

COM

$2.9M

59,864

1.4%

JPM JPMORGAN CHASE & CO

COM

$2.7M

9,116

1.3%

GS GOLDMAN SACHS GROUP INC

COM

$2.5M

3,011

1.2%

FNDX SCHWAB STRATEGIC TR

FUNDAMENTAL US L

$2.3M

84,288

1.1%

IJR ISHARES TR

CORE S&P SCP ETF

$2.3M

18,506

1.1%

CSCO CISCO SYS INC

COM

$2.2M

28,196

1.0%

BPRE BLUEROCK PVT REAL ESTATE FD

COM

$2.1M

125,008

1.0%

VUG VANGUARD INDEX FDS

GROWTH ETF

$1.9M

4,393

0.9%

MCD MCDONALDS CORP

COM

$1.9M

6,106

0.9%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$1.9M

14,021

0.9%

UXJA FIRST TR EXCHNG TRADED FD VI

FT VEST US EQ UN

$1.8M

56,403

0.9%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.8M

5,440

0.9%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$1.8M

59,569

0.9%

LLY ELI LILLY & CO

COM

$1.7M

1,884

0.8%

ABBV ABBVIE INC

COM

$1.7M

7,879

0.8%

IVW ISHARES TR

S&P 500 GRWT ETF

$1.6M

14,506

0.8%

BKHY BNY MELLON ETF TRUST

HIGH YIELD ETF

$1.6M

33,984

0.8%

— EATON CORP PLC

SHS

$1.6M

4,472

0.8%

JNJ JOHNSON & JOHNSON

COM

$1.6M

6,486

0.8%

— CHUBB LTD SWITZ

COM

$1.6M

4,806

0.7%

IUSB ISHARES TR

CORE UNIVRSL USD

$1.6M

33,773

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

AAPL9.5%QQQ6.6%MSFT5.5%NVDA4.9%SPY3.7%AMZN3.6%