13F 机构持仓

WORLD EQUITY GROUP, INC.

SCHAUMBURG IL · SEC CIK 0000878770

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.0%
SPY 4.2%
QQQ 4.0%
NVDA 2.8%
MSFT 2.6%
GLD 2.3%
AMZN 2.0%
GOOGL 1.6%
IVV 1.5%
TSLA 1.2%

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
— BNY MELLON ETF TRUST $00.00%0 -33,984-100.0% -$161.12万 清仓
FLQM FRANKLIN TEMPLETON ETF TR $00.00%0 -25,028-100.0% -$137.47万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -12,441-100.0% -$100.54万 清仓
LITE LUMENTUM HLDGS INC $00.00%0 -1,421-100.0% -$99.86万 清仓
CVNA CARVANA CO $00.00%0 -11,810-100.0% -$74.26万 清仓
LDUR PIMCO ETF TR $00.00%0 -7,693-100.0% -$73.71万 清仓
PHYS SPROTT ASSET MANAGEMENT LP $00.00%0 -20,659-100.0% -$73.22万 清仓
SU SUNCOR ENERGY INC NEW $00.00%0 -10,229-100.0% -$67.63万 清仓
HL HECLA MINING COMPANY $00.00%0 -34,636-100.0% -$64.53万 清仓
ALB ALBEMARLE CORP $00.00%0 -3,509-100.0% -$63.00万 清仓
FDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,932-100.0% -$59.33万 清仓
FNOV FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,018-100.0% -$58.83万 清仓
FOCT FIRST TR EXCHNG TRADED FD VI $00.00%0 -12,100-100.0% -$57.69万 清仓
BINC BLACKROCK ETF TRUST II $00.00%0 -11,030-100.0% -$57.29万 清仓
FMAR FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,789-100.0% -$57.17万 清仓
AHR AMERICAN HEALTHCARE REIT INC $00.00%0 -12,118-100.0% -$57.15万 清仓
FSEP FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,215-100.0% -$56.45万 清仓
AVSF AMERICAN CENTY ETF TR $00.00%0 -12,061-100.0% -$56.45万 清仓
WELL WELLTOWER INC $00.00%0 -2,751-100.0% -$54.39万 清仓
LAUR LAUREATE ED INC $00.00%0 -15,505-100.0% -$54.02万 清仓
XEL XCEL ENERGY INC $00.00%0 -6,561-100.0% -$52.12万 清仓
CVS CVS HEALTH CORP $00.00%0 -6,932-100.0% -$49.79万 清仓
— MANAGED PORTFOLIO SERIES $00.00%0 -11,620-100.0% -$47.00万 清仓
PSLV SPROTT ASSET MANAGEMENT LP $00.00%0 -19,203-100.0% -$46.84万 清仓
GH GUARDANT HEALTH INC $00.00%0 -4,467-100.0% -$41.26万 清仓
CCL CARNIVAL CORP $00.00%0 -15,786-100.0% -$40.85万 清仓
ABNB AIRBNB INC $00.00%0 -3,158-100.0% -$39.88万 清仓
EL LAUDER ESTEE COS INC $00.00%0 -5,414-100.0% -$38.86万 清仓
FCX FREEPORT MCMORAN INC $00.00%0 -6,390-100.0% -$37.56万 清仓
IAGG ISHARES TR $00.00%0 -7,410-100.0% -$37.08万 清仓
AGG ISHARES TR $00.00%0 -3,388-100.0% -$33.63万 清仓
CGMU CAPITAL GRP FIXED INCM ETF T $00.00%0 -11,584-100.0% -$31.45万 清仓
ADSK AUTODESK INC $00.00%0 -1,218-100.0% -$29.16万 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 -1,022-100.0% -$28.40万 清仓
CGHM CAPITAL GRP FIXED INCM ETF T $00.00%0 -11,106-100.0% -$28.12万 清仓
CLH CLEAN HARBORS INC $00.00%0 -962-100.0% -$27.58万 清仓
VFLO VICTORY PORTFOLIOS II $00.00%0 -6,915-100.0% -$27.30万 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -3,308-100.0% -$27.23万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -1,334-100.0% -$27.10万 清仓
CARR CARRIER GLOBAL CORPORATION $00.00%0 -4,674-100.0% -$26.32万 清仓
FLNC FLUENCE ENERGY INC $00.00%0 -18,992-100.0% -$26.13万 清仓
BLK BLACKROCK INC $00.00%0 -268-100.0% -$25.77万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -2,034-100.0% -$25.51万 清仓
IR INGERSOLL RAND INC $00.00%0 -3,116-100.0% -$24.96万 清仓
JPIE J P MORGAN EXCHANGE TRADED F $00.00%0 -5,371-100.0% -$24.74万 清仓
TMUS T-MOBILE US INC $00.00%0 -1,164-100.0% -$24.45万 清仓
CGGO CAPITAL GROUP GBL GROWTH EQT $00.00%0 -6,886-100.0% -$22.98万 清仓
CNI CANADIAN NATL RY CO $00.00%0 -2,208-100.0% -$22.73万 清仓
BIDU BAIDU INC $00.00%0 -2,032-100.0% -$22.64万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -776-100.0% -$21.69万 清仓
PYLD PIMCO ETF TR $00.00%0 -8,185-100.0% -$21.44万 清仓
LVS LAS VEGAS SANDS CORP $00.00%0 -3,954-100.0% -$21.30万 清仓
IDEV ISHARES TR $00.00%0 -2,471-100.0% -$20.65万 清仓
CTAS CINTAS CORP $00.00%0 -1,216-100.0% -$20.57万 清仓
B BARRICK MNG CORP $00.00%0 -5,022-100.0% -$20.49万 清仓
— PROSHARES TR $00.00%0 -19,571-100.0% -$7.22万 清仓
GETYQ GETTY IMAGES HOLDINGS INC $8,6000.00%10,000 10,000— $8,600 新建仓
— TIDAL TRUST II $7.89万0.02%15,587 4,33938.6% $2.20万 加仓
— TIDAL TRUST II $9.56万0.02%10,664 10,664— $9.56万 新建仓
BBAI BIGBEAR AI HLDGS INC $10.72万0.02%29,200 00.0% — 不变
NEXA NEXA RES S A $16.07万0.04%13,128 13,128— $16.07万 新建仓
BSCV INVESCO EXCH TRD SLF IDX FD $17.24万0.04%10,523 00.0% — 不变
— TIDAL TRUST II $17.91万0.04%22,163 4,36324.5% $3.53万 加仓
TQQQ PROSHARES TR $20.25万0.05%2,500 -4,802-65.8% -$38.90万 减仓
RYLD GLOBAL X FDS $20.27万0.05%12,675 1,17710.2% $1.88万 加仓
CSTM CONSTELLIUM SE $20.45万0.05%6,416 6,416— $20.45万 新建仓
NEM NEWMONT CORP $20.58万0.05%2,203 -3,812-63.4% -$35.60万 重新持有
IEI ISHARES TR $20.67万0.05%1,760 1,760— $20.67万 新建仓
CGGE CAPITAL GROUP GLOBAL EQUITY $20.96万0.05%5,949 -5,949-50.0% -$20.96万 减仓
CDE COEUR MNG INC $21.17万0.05%12,972 -9,674-42.7% -$15.79万 减仓
GEM GOLDMAN SACHS ETF TR $21.20万0.05%4,076 4,076— $21.20万 新建仓
VCSH VANGUARD SCOTTSDALE FDS $21.20万0.05%2,683 00.0% — 不变
BNS BANK NOVA SCOTIA B C $21.38万0.05%2,464 2,464— $21.38万 新建仓
— NEOS ETF TRUST $21.57万0.05%4,393 1182.8% $5,795 加仓
— BNY MELLON ETF TRUST $21.79万0.05%4,038 -2,822-41.1% -$15.23万 减仓
BLV VANGUARD BD INDEX FDS $21.88万0.05%3,175 -875-21.6% -$6.03万 减仓
MA MASTERCARD INCORPORATED $22.09万0.05%430 5815.6% $2.98万 重新持有
FNDE SCHWAB STRATEGIC TR $22.26万0.05%5,599 851.5% $3,379 加仓
— WISDOMTREE TR $22.80万0.05%5,568 5,568— $22.80万 新建仓
— EXCHANGE LISTED FDS TR $23.09万0.05%3,315 -883-21.0% -$6.15万 重新持有
GWX SPDR INDEX SHS FDS $23.11万0.05%5,280 5,280— $23.11万 新建仓
IEFA ISHARES TR $23.16万0.05%2,398 -179-6.9% -$1.73万 减仓
— SP FUNDS TRUST $23.20万0.05%4,752 4,752— $23.20万 新建仓
AMAT APPLIED MATLS INC $23.43万0.05%324 -1,529-82.5% -$110.59万 减仓
KGC KINROSS GOLD CORP $23.45万0.05%9,927 6627.1% $1.56万 加仓
OKE ONEOK INC NEW $23.47万0.05%2,699 -20-0.7% -$1,739 减仓
LOW LOWES COS INC $23.86万0.05%1,082 -11-1.0% -$2,425 减仓
DBL DOUBLELINE OPPORTUNISTIC CR $23.87万0.05%16,600 5,50049.5% $7.91万 加仓
CL COLGATE PALMOLIVE CO $23.97万0.05%2,614 -2,598-49.8% -$23.82万 减仓
CGUS CAPITAL GROUP CORE EQUITY ET $24.13万0.05%5,424 -5,424-50.0% -$24.13万 减仓
— TIDAL TRUST I $24.32万0.05%13,504 13,504— $24.32万 新建仓
VIOG VANGUARD ADMIRAL FDS INC $24.38万0.05%1,589 -57-3.5% -$8,745 减仓
TLT ISHARES TR $24.49万0.05%2,830 2,830— $24.49万 新建仓
DUK DUKE ENERGY CORP NEW $24.66万0.06%1,948 -28-1.4% -$3,545 减仓
EPD ENTERPRISE PRODS PARTNERS L $24.82万0.06%6,751 661.0% $2,426 加仓
SBUX STARBUCKS CORP $25.25万0.06%2,471 -96-3.7% -$9,811 重新持有
DY DYCOM INDS INC $25.48万0.06%504 504— $25.48万 新建仓
XLE SELECT SECTOR SPDR TR $25.50万0.06%4,801 1593.4% $8,445 加仓
IBTH ISHARES TR $25.74万0.06%11,505 00.0% — 不变
BIV VANGUARD BD INDEX FDS $25.77万0.06%3,360 -443-11.6% -$3.40万 减仓