WORLD EQUITY GROUP, INC.
SCHAUMBURG IL · SEC CIK 0000878770
$4.47亿2026Q2 申报市值
375持仓数
27.2%前十大占比 · 第一大 5.0%
56 / 56新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPY 加仓+$979.09万
GLD 加仓+$503.43万
TSM 加仓+$228.72万
SPYM 加仓+$218.52万
SNDK 新建仓+$186.44万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$396.41万
AVGO 减仓-$363.19万
CVX 减仓-$197.39万
KO 减仓-$174.54万
BNY MELLON ETF T 清仓-$161.12万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,226.56万 | 4.99% | 76,949 | -1,662 | -2.1% | -$48.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,881.86万 | 4.21% | 25,200 | 13,111 | 108.5% | $979.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,794.40万 | 4.02% | 24,368 | 470 | 2.0% | $34.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,263.71万 | 2.83% | 63,153 | 3,799 | 6.4% | $76.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,157.36万 | 2.59% | 31,025 | 20 | 0.1% | $7,461 | 加仓 |
| GLD | SPDR GOLD TR | $1,014.15万 | 2.27% | 27,556 | 13,679 | 98.6% | $503.43万 | 加仓 |
| AMZN | AMAZON COM INC | $874.57万 | 1.96% | 36,694 | 692 | 1.9% | $16.49万 | 加仓 |
| GOOGL | ALPHABET INC | $717.94万 | 1.61% | 20,089 | -84 | -0.4% | -$3.00万 | 减仓 |
| IVV | ISHARES TR | $675.47万 | 1.51% | 9,018 | 1,479 | 19.6% | $110.78万 | 加仓 |
| TSLA | TESLA INC | $556.73万 | 1.25% | 13,237 | 2,011 | 17.9% | $84.58万 | 加仓 |
| META | META PLATFORMS INC | $552.45万 | 1.24% | 9,808 | 716 | 7.9% | $40.33万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $509.00万 | 1.14% | 43,627 | 2,948 | 7.2% | $34.39万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $500.26万 | 1.12% | 170,648 | 2,021 | 1.2% | $5.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $494.28万 | 1.11% | 7,197 | -123 | -1.7% | -$8.45万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $488.47万 | 1.09% | 10,230 | 4,790 | 88.1% | $228.72万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $459.16万 | 1.03% | 125,694 | 962 | 0.8% | $3.51万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $450.59万 | 1.01% | 114,741 | -169 | -0.1% | -$6,637 | 减仓 |
| GOOG | ALPHABET INC | $417.11万 | 0.93% | 11,805 | 552 | 4.9% | $19.50万 | 加仓 |
| — | LISTED FDS TR | $391.35万 | 0.88% | 147,129 | 10,351 | 7.6% | $27.53万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $372.54万 | 0.83% | 97,978 | 41,575 | 73.7% | $158.08万 | 加仓 |
| — | LISTED FDS TR | $370.55万 | 0.83% | 144,787 | 12,384 | 9.4% | $31.69万 | 加仓 |
| AVGO | BROADCOM INC | $364.93万 | 0.82% | 9,660 | -9,614 | -49.9% | -$363.19万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $353.28万 | 0.79% | 49,581 | -4,355 | -8.1% | -$31.03万 | 减仓 |
| CAT | CATERPILLAR INC | $349.78万 | 0.78% | 3,285 | -3,723 | -53.1% | -$396.41万 | 减仓 |
| — | EXXON MOBIL CORP | $343.29万 | 0.77% | 25,108 | -519 | -2.0% | -$7.10万 | 减仓 |
| BAC | BANK OF AMER CORP | $338.37万 | 0.76% | 59,384 | -480 | -0.8% | -$2.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $337.16万 | 0.75% | 6,738 | 645 | 10.6% | $32.28万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $337.07万 | 0.75% | 5,803 | 678 | 13.2% | $39.38万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $331.23万 | 0.74% | 37,691 | 24,865 | 193.9% | $218.52万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $304.77万 | 0.68% | 6,964 | 119 | 1.7% | $5.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $294.18万 | 0.66% | 8,987 | -129 | -1.4% | -$4.22万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $287.88万 | 0.64% | 15,111 | 1,090 | 7.8% | $20.77万 | 加仓 |
| HEGD | LISTED FDS TR | $274.36万 | 0.61% | 102,912 | 68,615 | 200.1% | $182.93万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $271.49万 | 0.61% | 87,295 | 3,007 | 3.6% | $9.35万 | 加仓 |
| IJR | ISHARES TR | $265.67万 | 0.59% | 17,913 | -593 | -3.2% | -$8.79万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $251.59万 | 0.56% | 2,487 | -524 | -17.4% | -$53.01万 | 减仓 |
| C | CITIGROUP INC | $247.16万 | 0.55% | 17,679 | -9,045 | -33.8% | -$126.45万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $241.63万 | 0.54% | 5,576 | 29 | 0.5% | $1.26万 | 加仓 |
| WMT | WALMART INC | $238.25万 | 0.53% | 21,035 | -2,840 | -11.9% | -$32.17万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $237.92万 | 0.53% | 33,018 | 8,638 | 35.4% | $62.24万 | 加仓 |
| LLY | ELI LILLY & CO | $236.42万 | 0.53% | 1,971 | 87 | 4.6% | $10.44万 | 加仓 |
| IUSB | ISHARES TR | $217.31万 | 0.49% | 47,087 | 13,314 | 39.4% | $61.44万 | 加仓 |
| CSCO | CISCO SYS INC | $202.49万 | 0.45% | 17,239 | -10,957 | -38.9% | -$128.70万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $201.01万 | 0.45% | 2,634 | 125 | 5.0% | $9.54万 | 加仓 |
| ABBV | ABBVIE INC | $200.70万 | 0.45% | 7,975 | 96 | 1.2% | $2.42万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $195.16万 | 0.44% | 88,709 | 13,857 | 18.5% | $30.49万 | 加仓 |
| IVW | ISHARES TR | $192.68万 | 0.43% | 14,006 | -500 | -3.4% | -$6.88万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $188.91万 | 0.42% | 20,808 | 18,123 | 675.0% | $164.53万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $187.97万 | 0.42% | 21,822 | -4,536 | -17.2% | -$39.07万 | 减仓 |
| SNDK | SANDISK CORP | $186.44万 | 0.42% | 820 | 820 | — | $186.44万 | 新建仓 |
| ETN | EATON CORP PLC | $185.66万 | 0.42% | 4,357 | -115 | -2.6% | -$4.90万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $185.66万 | 0.42% | 58,549 | -1,020 | -1.7% | -$3.23万 | 减仓 |
| MRK | MERCK & CO INC | $181.10万 | 0.41% | 14,093 | 3,797 | 36.9% | $48.79万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $180.35万 | 0.40% | 41,968 | 21,716 | 107.2% | $93.32万 | 加仓 |
| VB | VANGUARD INDEX FDS | $173.21万 | 0.39% | 5,714 | 74 | 1.3% | $2.24万 | 加仓 |
| KO | COCA COLA CO | $171.94万 | 0.38% | 21,156 | -21,476 | -50.4% | -$174.54万 | 减仓 |
| PFFA | ETFIS SER TR I | $164.13万 | 0.37% | 79,787 | 11,750 | 17.3% | $24.17万 | 加仓 |
| MCD | MCDONALDS CORP | $160.19万 | 0.36% | 5,926 | -180 | -2.9% | -$4.87万 | 减仓 |
| DDWM | WISDOMTREE TR | $153.83万 | 0.34% | 33,314 | 1,786 | 5.7% | $8.25万 | 加仓 |
| BIL | SPDR SERIES TRUST | $152.23万 | 0.34% | 16,612 | 16,612 | — | $152.23万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $151.82万 | 0.34% | 5,977 | -509 | -7.8% | -$12.93万 | 减仓 |
| COWZ | PACER FDS TR | $149.03万 | 0.33% | 23,959 | 1,115 | 4.9% | $6.94万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $146.07万 | 0.33% | 14,168 | 2,642 | 22.9% | $27.24万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $145.55万 | 0.33% | 28,884 | 20,988 | 265.8% | $105.76万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $144.60万 | 0.32% | 57,634 | 20 | 0.0% | $502 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $144.46万 | 0.32% | 8,486 | -408 | -4.6% | -$6.95万 | 减仓 |
| HD | HOME DEPOT INC | $143.41万 | 0.32% | 4,066 | 54 | 1.3% | $1.90万 | 加仓 |
| CVX | CHEVRON CORPORATION | $143.02万 | 0.32% | 8,628 | -11,908 | -58.0% | -$197.39万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $139.92万 | 0.31% | 6,420 | -708 | -9.9% | -$15.43万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $139.56万 | 0.31% | 23,382 | -1,193 | -4.9% | -$7.12万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $139.23万 | 0.31% | 17,278 | 17,278 | — | $139.23万 | 新建仓 |
| ASML | ASML HLDG NV | $137.33万 | 0.31% | 690 | 690 | — | $137.33万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $136.38万 | 0.31% | 37,442 | 1,585 | 4.4% | $5.77万 | 加仓 |
| V | VISA INC | $133.45万 | 0.30% | 3,906 | 95 | 2.5% | $3.25万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $133.37万 | 0.30% | 43,232 | 43,232 | — | $133.37万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $132.94万 | 0.30% | 19,545 | -474 | -2.4% | -$3.22万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $131.98万 | 0.30% | 4,693 | -73 | -1.5% | -$2.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $130.91万 | 0.29% | 8,928 | 114 | 1.3% | $1.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $130.90万 | 0.29% | 1,134 | -281 | -19.9% | -$32.44万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $129.58万 | 0.29% | 138,000 | 16,200 | 13.3% | $15.21万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $129.01万 | 0.29% | 65,920 | 1,794 | 2.8% | $3.51万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $126.59万 | 0.28% | 15,808 | 1 | 0.0% | $80 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $123.95万 | 0.28% | 38,433 | 400 | 1.1% | $1.29万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $120.74万 | 0.27% | 30,833 | 567 | 1.9% | $2.22万 | 加仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $118.89万 | 0.27% | 41,950 | 7,558 | 22.0% | $21.42万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $117.16万 | 0.26% | 21,855 | 620 | 2.9% | $3.32万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $111.24万 | 0.25% | 2,677 | 172 | 6.9% | $7.15万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $111.04万 | 0.25% | 39,757 | -1,125 | -2.8% | -$3.14万 | 减仓 |
| QQQI | NEOS ETF TRUST | $110.75万 | 0.25% | 19,501 | 1,791 | 10.1% | $10.17万 | 加仓 |
| IVE | ISHARES TR | $108.06万 | 0.24% | 4,759 | -1,364 | -22.3% | -$30.97万 | 减仓 |
| AOA | ISHARES TR | $107.25万 | 0.24% | 10,989 | 80 | 0.7% | $7,808 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $106.95万 | 0.24% | 5,774 | 127 | 2.2% | $2.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $105.34万 | 0.24% | 2,847 | 31 | 1.1% | $1.15万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $105.07万 | 0.24% | 3,527 | -392 | -10.0% | -$11.68万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $101.79万 | 0.23% | 48,959 | 48,959 | — | $101.79万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $101.68万 | 0.23% | 12,620 | 256 | 2.1% | $2.06万 | 加仓 |
| IWM | ISHARES TR | $99.64万 | 0.22% | 3,316 | -69 | -2.0% | -$2.07万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $96.41万 | 0.22% | 7,526 | 3,783 | 101.1% | $48.46万 | 加仓 |
| MTUM | ISHARES TR | $96.40万 | 0.22% | 2,812 | -542 | -16.2% | -$18.58万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $95.76万 | 0.21% | 2,860 | 18 | 0.6% | $6,027 | 加仓 |