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
GDX VANECK ETF TRUST $25.78万0.06%3,417 200.6% $1,509 加仓
HYTR NORTHERN LTS FD TR III $26.07万0.06%12,204 4433.8% $9,462 加仓
PNR PENTAIR PLC $26.43万0.06%3,448 00.0% — 不变
AIRR FIRST TR EXCHANGE TRADED FD $26.53万0.06%1,991 201.0% $2,665 加仓
GPIX GOLDMAN SACHS ETF TR $26.58万0.06%4,784 00.0% — 不变
GPIQ GOLDMAN SACHS ETF TR $26.61万0.06%4,487 00.0% — 不变
TIGO MILLICOM INTL CELLULAR S A $26.64万0.06%2,935 -527-15.2% -$4.78万 减仓
QUAL ISHARES TR $26.67万0.06%1,213 -2,702-69.0% -$59.40万 减仓
CGGR CAPITAL GROUP GROWTH ETF $26.72万0.06%5,660 -5,660-50.0% -$26.72万 减仓
— FIRST TR EXCHNG TRADED FD VI $27.24万0.06%8,966 -1,373-13.3% -$4.17万 减仓
DSL DOUBLELINE INCOME SOLUTIONS $27.31万0.06%24,696 6,11632.9% $6.76万 加仓
CVSA COVISTA INC $27.36万0.06%2,195 783.7% $9,723 加仓
VBR VANGUARD INDEX FDS $27.48万0.06%1,131 70.6% $1,701 加仓
EAT BRINKER INTL INC $27.65万0.06%1,646 -1,498-47.6% -$25.17万 减仓
SLB SLB LIMITED $28.19万0.06%6,063 -86-1.4% -$3,998 减仓
KHPI MANAGED PORTFOLIO SER $28.23万0.06%10,928 -5,089-31.8% -$13.14万 减仓
MXL MAXLINEAR INC $28.51万0.06%2,227 2,227— $28.51万 新建仓
IBTG ISHARES TR $28.81万0.06%12,588 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $29.10万0.07%3,589 -381-9.6% -$3.09万 减仓
DIS DISNEY WALT CO $29.41万0.07%3,056 47218.3% $4.54万 加仓
— NEOS ETF TRUST $29.47万0.07%5,985 1,60836.7% $7.92万 加仓
DLS WISDOMTREE TR $29.49万0.07%3,508 752.2% $6,305 加仓
SPYV SPDR SERIES TRUST $29.66万0.07%4,877 4,877— $29.66万 新建仓
NVG NUVEEN AMT FREE MUN CR INC F $29.76万0.07%23,250 -200-0.9% -$2,560 减仓
— NORTHERN LIGHTS FD TR $30.49万0.07%9,459 -460-4.6% -$1.48万 减仓
— EXCHANGE LISTED FDS TR $30.67万0.07%4,770 1844.0% $1.18万 加仓
SSO PROSHARES TR $30.88万0.07%4,583 -129-2.7% -$8,693 减仓
ASTS AST SPACEMOBILE INC $31.07万0.07%3,497 -13,273-79.1% -$117.94万 减仓
NUE NUCOR CORP $31.10万0.07%1,396 1,396— $31.10万 新建仓
VOOG VANGUARD ADMIRAL FDS INC $31.42万0.07%3,803 -49-1.3% -$4,049 减仓
XLC SELECT SECTOR SPDR TR $31.47万0.07%2,936 53522.3% $5.73万 加仓
CYD CHINA YUCHAI INTL LTD $31.49万0.07%6,642 6,642— $31.49万 新建仓
T AT&T INC $31.80万0.07%15,360 -15,806-50.7% -$32.72万 减仓
FITB FIFTH THIRD BANCORP $32.10万0.07%5,696 300.5% $1,691 加仓
ORCL ORACLE CORP $32.29万0.07%2,203 65041.9% $9.53万 重新持有
COIN COINBASE GLOBAL INC $32.29万0.07%2,209 -1,649-42.7% -$24.11万 减仓
USMF WISDOMTREE TR $33.47万0.07%6,170 751.2% $4,068 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $33.61万0.08%8,493 -84-1.0% -$3,324 减仓
VMBS VANGUARD SCOTTSDALE FDS $33.75万0.08%7,210 -533-6.9% -$2.50万 减仓
— FIRST TR EXCH TRADED FD III $33.80万0.08%16,375 6023.8% $1.24万 加仓
XAR SPDR SERIES TRUST $33.84万0.08%1,192 1,192— $33.84万 新建仓
AIQ GLOBAL X FDS $34.00万0.08%5,180 1743.5% $1.14万 加仓
GGOV BLACKROCK ETF TRUST II $34.01万0.08%6,762 6,762— $34.01万 新建仓
UBER UBER TECHNOLOGIES INC $34.35万0.08%4,760 3568.1% $2.57万 加仓
— FIRST TR EXCHNG TRADED FD VI $34.38万0.08%10,073 -760-7.0% -$2.59万 减仓
SPMD SPDR SERIES TRUST $34.56万0.08%5,116 5,116— $34.56万 新建仓
FHLC FIDELITY COVINGTON TRUST $34.76万0.08%4,497 4,497— $34.76万 新建仓
UUUU ENERGY FUELS INC $34.93万0.08%24,084 -3,608-13.0% -$5.23万 减仓
SMCI SUPER MICRO COMPUTER INC $35.13万0.08%11,977 2,10021.3% $6.16万 加仓
KDP KEURIG DR PEPPER INC $35.27万0.08%10,773 930.9% $3,044 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $35.51万0.08%7,206 -7,106-49.7% -$35.02万 减仓
IDEF BLACKROCK ETF TRUST $35.74万0.08%11,247 1,20212.0% $3.82万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $35.81万0.08%18,255 00.0% — 不变
AFMC FIRST TR EXCHNG TRADED FD VI $35.82万0.08%8,741 5867.2% $2.40万 加仓
IQLT ISHARES TR $35.92万0.08%7,249 4186.1% $2.07万 加仓
JPST J P MORGAN EXCHANGE TRADED F $36.26万0.08%7,171 1532.2% $7,737 加仓
MO ALTRIA GROUP INC $36.35万0.08%5,052 -494-8.9% -$3.55万 减仓
XLU SELECT SECTOR SPDR TR $36.41万0.08%8,031 660.8% $2,992 加仓
GRID FIRST TR EXCHANGE-TRADED FD $36.54万0.08%1,905 -223-10.5% -$4.28万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $36.66万0.08%18,776 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $37.22万0.08%1,100 00.0% — 不变
VXF VANGUARD INDEX FDS $37.30万0.08%1,514 1198.5% $2.93万 加仓
RWJ INVESCO EXCH TRADED FD TR II $37.36万0.08%6,278 -72-1.1% -$4,284 减仓
VXUS VANGUARD STAR FDS $37.41万0.08%4,376 962.2% $8,207 加仓
ECL ECOLAB INC $37.53万0.08%1,347 80.6% $2,229 加仓
KMI KINDER MORGAN INC DEL $37.69万0.08%11,789 -487-4.0% -$1.56万 减仓
VEU VANGUARD INTL EQUITY INDEX F $37.92万0.08%4,528 00.0% — 不变
THQ ABRDN HEALTHCARE OPPORTUNITI $38.09万0.09%20,336 1,6368.7% $3.06万 加仓
PHM PULTE GROUP INC $38.27万0.09%2,789 2,789— $38.27万 新建仓
PFE PFIZER INC $38.59万0.09%16,025 8105.3% $1.95万 加仓
THRO BLACKROCK ETF TRUST $38.63万0.09%8,960 -19,988-69.0% -$86.17万 减仓
SOXX ISHARES TR $38.89万0.09%607 607— $38.89万 新建仓
BND VANGUARD BD INDEX FDS $38.95万0.09%5,306 49510.3% $3.63万 加仓
EES WISDOMTREE TR $39.39万0.09%5,811 00.0% — 不变
SMH VANECK ETF TRUST $39.81万0.09%607 607— $39.81万 新建仓
FTSM FIRST TR EXCHANGE-TRADED FD $40.47万0.09%6,776 -4,762-41.3% -$28.44万 减仓
SLYG SPDR SERIES TRUST $40.65万0.09%3,412 3,412— $40.65万 新建仓
GM GENERAL MTRS CO $40.95万0.09%5,313 -862-14.0% -$6.64万 重新持有
SGOV ISHARES TR $41.53万0.09%4,126 1,30546.3% $13.14万 加仓
VIOO VANGUARD ADMIRAL FDS INC $41.63万0.09%3,027 60.2% $825 加仓
UPS UNITED PARCEL SVCS INC $41.64万0.09%3,875 2216.0% $2.38万 加仓
SPSM SPDR SERIES TRUST $41.83万0.09%7,253 7,253— $41.83万 新建仓
APP APPLOVIN CORP $42.20万0.09%819 22938.8% $11.80万 加仓
SPAB SPDR SERIES TRUST $42.32万0.09%16,584 16,584— $42.32万 新建仓
FTHY FIRST TR HIGH YIELD OPPRT 20 $42.43万0.10%30,972 -1,370-4.2% -$1.88万 减仓
SLV ISHARES SILVER TR $42.43万0.10%7,936 82211.6% $4.40万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $42.76万0.10%23,018 00.0% — 不变
IALT BLACKROCK ETF TRUST $43.09万0.10%15,363 15,363— $43.09万 新建仓
TLH ISHARES TR $43.13万0.10%4,298 -981-18.6% -$9.84万 减仓
ET ENERGY TRANSFER L P $43.40万0.10%22,696 740.3% $1,415 加仓
BXMT BLACKSTONE MORTGAGE TRUST IN $43.78万0.10%25,828 -25,620-49.8% -$43.43万 减仓
RKLB ROCKET LAB CORP $43.81万0.10%4,310 -3,314-43.5% -$33.69万 减仓
JFR NUVEEN FLOATING RATE INCOME $43.95万0.10%57,298 5,60510.8% $4.30万 加仓
CLS CELESTICA INC $44.03万0.10%1,207 -1,503-55.5% -$54.83万 减仓
E ENI SPA $44.05万0.10%9,400 9,400— $44.05万 新建仓
PH PARKER-HANNIFIN CORP $44.26万0.10%453 -482-51.6% -$47.10万 减仓
— FIRST TR EXCHNG TRADED FD VI $44.69万0.10%10,873 5815.6% $2.39万 加仓
VDE VANGUARD WORLD FD $44.83万0.10%2,984 2,984— $44.83万 新建仓
GLW CORNING INC $44.93万0.10%1,759 -298-14.5% -$7.61万 减仓
GSLC GOLDMAN SACHS ETF TR $45.67万0.10%3,219 66025.8% $9.36万 加仓