WORLD EQUITY GROUP, INC.
SCHAUMBURG IL · SEC CIK 0000878770
$3.86亿2026Q1 申报市值
368持仓数
24.5%前十大占比 · 第一大 5.2%
60 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVGO 加仓+$305.71万
CAT 加仓+$240.07万
CVX 加仓+$199.00万
KO 加仓+$161.30万
C 加仓+$137.52万
2026Q1 卖出最多 按季末市值估算
RDVY 重新持有-$304.52万
GLD 减仓-$183.56万
OEF 清仓-$122.92万
SECT 减仓-$97.32万
AJG 清仓-$88.07万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CDNS | CADENCE DESIGN SYSTEM INC | $28.40万 | 0.07% | 1,022 | 1,022 | — | $28.40万 | 新建仓 |
| SGOV | ISHARES TR | $28.40万 | 0.07% | 2,821 | 2,821 | — | $28.40万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $28.44万 | 0.07% | 4,642 | -1,006 | -17.8% | -$6.16万 | 减仓 |
| IBTG | ISHARES TR | $28.85万 | 0.07% | 12,588 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $28.91万 | 0.07% | 23,450 | 5,750 | 32.5% | $7.09万 | 加仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $28.95万 | 0.07% | 8,155 | 248 | 3.1% | $8,805 | 加仓 |
| ADSK | AUTODESK INC | $29.16万 | 0.08% | 1,218 | 564 | 86.2% | $13.50万 | 重新持有 |
| XSD | SPDR SERIES TRUST | $29.35万 | 0.08% | 900 | -112 | -11.1% | -$3.65万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $29.45万 | 0.08% | 723 | 723 | — | $29.45万 | 新建仓 |
| SO | SOUTHERN CO | $29.61万 | 0.08% | 3,069 | -465 | -13.2% | -$4.49万 | 减仓 |
| PNR | PENTAIR PLC | $30.04万 | 0.08% | 3,448 | 0 | 0.0% | — | 不变 |
| USMF | WISDOMTREE TR | $30.10万 | 0.08% | 6,095 | 225 | 3.8% | $1.11万 | 加仓 |
| TQQQ | PROSHARES TR | $30.44万 | 0.08% | 7,302 | -20,000 | -73.3% | -$83.36万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.70万 | 0.08% | 10,339 | -1,337 | -11.5% | -$3.97万 | 减仓 |
| GDX | VANECK ETF TRUST | $31.17万 | 0.08% | 3,397 | -341 | -9.1% | -$3.13万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $31.42万 | 0.08% | 18,700 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $31.45万 | 0.08% | 11,584 | 11,584 | — | $31.45万 | 新建仓 |
| IQLT | ISHARES TR | $31.58万 | 0.08% | 6,831 | 70 | 1.0% | $3,236 | 加仓 |
| SLB | SLB LIMITED | $31.60万 | 0.08% | 6,149 | 6,149 | — | $31.60万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $31.68万 | 0.08% | 4,404 | 779 | 21.5% | $5.60万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $32.02万 | 0.08% | 2,559 | 2,559 | — | $32.02万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $32.05万 | 0.08% | 6,350 | -79 | -1.2% | -$3,988 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $32.65万 | 0.08% | 15,773 | 915 | 6.2% | $1.89万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $32.88万 | 0.09% | 10,045 | 10,045 | — | $32.88万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $33.00万 | 0.09% | 4,280 | -736 | -14.7% | -$5.68万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $33.13万 | 0.09% | 715 | -9 | -1.2% | -$4,170 | 减仓 |
| AGG | ISHARES TR | $33.63万 | 0.09% | 3,388 | 3,388 | — | $33.63万 | 新建仓 |
| EES | WISDOMTREE TR | $33.73万 | 0.09% | 5,811 | -15 | -0.3% | -$871 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.82万 | 0.09% | 10,292 | 158 | 1.6% | $5,192 | 加仓 |
| — | BNY MELLON ETF TRUST | $33.94万 | 0.09% | 6,860 | 6,860 | — | $33.94万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.01万 | 0.09% | 4,528 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $34.50万 | 0.09% | 7,743 | 335 | 4.5% | $1.49万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $34.69万 | 0.09% | 3,021 | -46 | -1.5% | -$5,282 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $34.81万 | 0.09% | 2,128 | 205 | 10.7% | $3.35万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $35.43万 | 0.09% | 4,811 | -622 | -11.4% | -$4.58万 | 减仓 |
| AMGN | AMGEN INC | $35.47万 | 0.09% | 1,008 | 121 | 13.6% | $4.26万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $35.52万 | 0.09% | 7,018 | -463 | -6.2% | -$2.34万 | 减仓 |
| ECL | ECOLAB INC | $35.62万 | 0.09% | 1,339 | 117 | 9.6% | $3.11万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $35.83万 | 0.09% | 18,255 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $35.94万 | 0.09% | 3,654 | 1,126 | 44.5% | $11.08万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $36.05万 | 0.09% | 7,896 | 1,092 | 16.0% | $4.98万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.27万 | 0.09% | 10,833 | -536 | -4.7% | -$1.79万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $36.29万 | 0.09% | 11,898 | 5,123 | 75.6% | $15.63万 | 重新持有 |
| SSRM | SSR MINING IN | $36.36万 | 0.09% | 12,378 | 2,830 | 29.6% | $8.31万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $36.52万 | 0.09% | 10,262 | 434 | 4.4% | $1.54万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $36.55万 | 0.09% | 7,965 | -5 | -0.1% | -$229 | 减仓 |
| MO | ALTRIA GROUP INC | $36.60万 | 0.09% | 5,546 | -1,231 | -18.2% | -$8.12万 | 减仓 |
| UNP | UNION PAC CORP | $36.64万 | 0.09% | 1,510 | -28 | -1.8% | -$6,793 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $36.67万 | 0.09% | 18,776 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $37.08万 | 0.10% | 7,410 | 1,151 | 18.4% | $5.76万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $37.17万 | 0.10% | 19,802 | 19,802 | — | $37.17万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $37.20万 | 0.10% | 533 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $37.48万 | 0.10% | 11,936 | 3,415 | 40.1% | $10.72万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $37.56万 | 0.10% | 6,390 | 6,390 | — | $37.56万 | 新建仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $38.78万 | 0.10% | 16,017 | 16,017 | — | $38.78万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $38.82万 | 0.10% | 3,919 | 80 | 2.1% | $7,924 | 加仓 |
| EL | LAUDER ESTEE COS INC | $38.86万 | 0.10% | 5,414 | 809 | 17.6% | $5.81万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $38.87万 | 0.10% | 51,693 | 2,740 | 5.6% | $2.06万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $38.92万 | 0.10% | 1,100 | 400 | 57.1% | $14.15万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $39.15万 | 0.10% | 13,498 | 3,683 | 37.5% | $10.68万 | 加仓 |
| APH | AMPHENOL CORP | $39.33万 | 0.10% | 3,113 | 154 | 5.2% | $1.95万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $39.56万 | 0.10% | 9,172 | 3,682 | 67.1% | $15.88万 | 加仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $39.60万 | 0.10% | 14,004 | 4,565 | 48.4% | $12.91万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $39.62万 | 0.10% | 8,577 | 3,292 | 62.3% | $15.21万 | 加仓 |
| ABNB | AIRBNB INC | $39.88万 | 0.10% | 3,158 | -2,221 | -41.3% | -$28.05万 | 减仓 |
| IJH | ISHARES TR | $40.85万 | 0.11% | 6,049 | 106 | 1.8% | $7,159 | 加仓 |
| CCL | CARNIVAL CORP | $40.85万 | 0.11% | 15,786 | 15,786 | — | $40.85万 | 新建仓 |
| NVT | NVENT ELEC PLC | $41.05万 | 0.11% | 3,471 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $41.16万 | 0.11% | 12,276 | 289 | 2.4% | $9,690 | 加仓 |
| GH | GUARDANT HEALTH INC | $41.26万 | 0.11% | 4,467 | 1,062 | 31.2% | $9.81万 | 加仓 |
| IQDG | WISDOMTREE TR | $41.35万 | 0.11% | 10,302 | 777 | 8.2% | $3.12万 | 加仓 |
| INTC | INTEL CORP | $41.41万 | 0.11% | 9,383 | 1,184 | 14.4% | $5.23万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $41.68万 | 0.11% | 10,848 | 5,424 | 100.0% | $20.84万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $41.76万 | 0.11% | 1,066 | -10 | -0.9% | -$3,918 | 减仓 |
| ITA | ISHARES TR | $42.35万 | 0.11% | 1,936 | -1,915 | -49.7% | -$41.89万 | 减仓 |
| CDE | COEUR MNG INC | $42.51万 | 0.11% | 22,646 | 22,646 | — | $42.51万 | 新建仓 |
| PFE | PFIZER INC | $42.72万 | 0.11% | 15,215 | 108 | 0.7% | $3,033 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $42.95万 | 0.11% | 23,018 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $43.29万 | 0.11% | 4,928 | -5 | -0.1% | -$439 | 减仓 |
| ET | ENERGY TRANSFER L P | $43.66万 | 0.11% | 22,622 | 12,042 | 113.8% | $23.24万 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $43.76万 | 0.11% | 32,342 | -6,615 | -17.0% | -$8.95万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $44.42万 | 0.12% | 5,212 | 5,212 | — | $44.42万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $44.44万 | 0.12% | 2,772 | 288 | 11.6% | $4.62万 | 加仓 |
| EAT | BRINKER INTL INC | $44.89万 | 0.12% | 3,144 | 3,144 | — | $44.89万 | 新建仓 |
| ONEY | SPDR SERIES TRUST | $44.93万 | 0.12% | 3,743 | -21 | -0.6% | -$2,521 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $45.49万 | 0.12% | 11,320 | 6,657 | 142.8% | $26.75万 | 重新持有 |
| WWD | WOODWARD INC | $45.76万 | 0.12% | 1,279 | -520 | -28.9% | -$18.61万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $46.08万 | 0.12% | 1,409 | 54 | 4.0% | $1.77万 | 加仓 |
| IWD | ISHARES TR | $46.75万 | 0.12% | 2,188 | 33 | 1.5% | $7,051 | 加仓 |
| IWMI | NEOS ETF TRUST | $46.78万 | 0.12% | 9,868 | 749 | 8.2% | $3.55万 | 加仓 |
| MAGS | LISTED FDS TR | $46.80万 | 0.12% | 8,077 | 781 | 10.7% | $4.53万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $46.84万 | 0.12% | 19,203 | -2,734 | -12.5% | -$6.67万 | 减仓 |
| — | MANAGED PORTFOLIO SERIES | $47.00万 | 0.12% | 11,620 | 11,620 | — | $47.00万 | 新建仓 |
| — | PACER FDS TR | $47.34万 | 0.12% | 12,969 | 4,634 | 55.6% | $16.92万 | 加仓 |
| — | PACER FDS TR | $47.45万 | 0.12% | 14,530 | 5,122 | 54.4% | $16.73万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $47.80万 | 0.12% | 1,415 | -1,445 | -50.5% | -$48.82万 | 减仓 |
| SYK | STRYKER CORPORATION | $47.88万 | 0.12% | 1,457 | 19 | 1.3% | $6,243 | 加仓 |
| IHDG | WISDOMTREE TR | $48.20万 | 0.12% | 10,011 | -22 | -0.2% | -$1,059 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $48.23万 | 0.12% | 1,853 | 2 | 0.1% | $521 | 加仓 |
| SLV | ISHARES SILVER TR | $48.47万 | 0.13% | 7,114 | 79 | 1.1% | $5,383 | 加仓 |