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 |
|---|---|---|---|---|---|---|---|---|
| GSY | INVESCO ACTIVELY MANAGED EXC | $48.52万 | 0.13% | 9,680 | 9,680 | — | $48.52万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $48.96万 | 0.13% | 7,624 | 7,624 | — | $48.96万 | 新建仓 |
| — | PACER FDS TR | $49.61万 | 0.13% | 10,846 | 241 | 2.3% | $1.10万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $49.65万 | 0.13% | 3,872 | 344 | 9.8% | $4.41万 | 加仓 |
| CVS | CVS HEALTH CORP | $49.79万 | 0.13% | 6,932 | 1,479 | 27.1% | $10.62万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $49.93万 | 0.13% | 3,813 | -2,799 | -42.3% | -$36.65万 | 减仓 |
| UUUU | ENERGY FUELS INC | $50.54万 | 0.13% | 27,692 | 27,692 | — | $50.54万 | 新建仓 |
| SHOP | SHOPIFY INC | $50.69万 | 0.13% | 4,273 | 152 | 3.7% | $1.80万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $50.76万 | 0.13% | 6,957 | 100 | 1.5% | $7,296 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $51.89万 | 0.13% | 13,451 | 525 | 4.1% | $2.03万 | 加仓 |
| XEL | XCEL ENERGY INC | $52.12万 | 0.13% | 6,561 | 1,753 | 36.5% | $13.93万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $52.81万 | 0.14% | 32,861 | 32,861 | — | $52.81万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $53.04万 | 0.14% | 51,500 | 778 | 1.5% | $8,013 | 加仓 |
| TLH | ISHARES TR | $53.17万 | 0.14% | 5,279 | 295 | 5.9% | $2.97万 | 加仓 |
| LAUR | LAUREATE ED INC | $54.02万 | 0.14% | 15,505 | 15,505 | — | $54.02万 | 新建仓 |
| WELL | WELLTOWER INC | $54.39万 | 0.14% | 2,751 | 756 | 37.9% | $14.95万 | 加仓 |
| GEV | GE VERNOVA INC | $54.99万 | 0.14% | 630 | 42 | 7.1% | $3.67万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $56.10万 | 0.15% | 14,228 | -198 | -1.4% | -$7,807 | 减仓 |
| MBB | ISHARES TR | $56.24万 | 0.15% | 5,922 | 560 | 10.4% | $5.32万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $56.45万 | 0.15% | 11,215 | -1,418 | -11.2% | -$7.14万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $56.45万 | 0.15% | 12,061 | 12,061 | — | $56.45万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $57.15万 | 0.15% | 12,118 | 2,060 | 20.5% | $9.72万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $57.17万 | 0.15% | 11,789 | 11,789 | — | $57.17万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $57.29万 | 0.15% | 11,030 | 4,510 | 69.2% | $23.42万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $57.69万 | 0.15% | 12,100 | -803 | -6.2% | -$3.83万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $57.93万 | 0.15% | 5,973 | -189 | -3.1% | -$1.83万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $58.83万 | 0.15% | 11,018 | -2,220 | -16.8% | -$11.85万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $59.22万 | 0.15% | 3,582 | 1,362 | 61.4% | $22.52万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $59.27万 | 0.15% | 17,017 | -3,430 | -16.8% | -$11.95万 | 减仓 |
| IYW | ISHARES TR | $59.31万 | 0.15% | 3,269 | 417 | 14.6% | $7.57万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $59.33万 | 0.15% | 11,932 | -1,335 | -10.1% | -$6.64万 | 减仓 |
| IWF | ISHARES TR | $59.35万 | 0.15% | 1,392 | -8 | -0.6% | -$3,411 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $59.37万 | 0.15% | 11,777 | 443 | 3.9% | $2.23万 | 重新持有 |
| EFG | ISHARES TR | $59.43万 | 0.15% | 5,334 | 3,158 | 145.1% | $35.18万 | 重新持有 |
| QYLD | GLOBAL X FDS | $60.06万 | 0.16% | 35,019 | 6,365 | 22.2% | $10.92万 | 加仓 |
| XSOE | WISDOMTREE TR | $60.49万 | 0.16% | 15,085 | 3,324 | 28.3% | $13.33万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $60.88万 | 0.16% | 14,312 | 7,290 | 103.8% | $31.01万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $60.96万 | 0.16% | 12,726 | -1,054 | -7.6% | -$5.05万 | 减仓 |
| IVES | WEDBUSH SER TR | $61.06万 | 0.16% | 21,522 | 29 | 0.1% | $823 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $61.46万 | 0.16% | 11,004 | 405 | 3.8% | $2.26万 | 重新持有 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $61.70万 | 0.16% | 11,674 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $63.00万 | 0.16% | 3,509 | 3,509 | — | $63.00万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $63.33万 | 0.16% | 1,853 | 254 | 15.9% | $8.68万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $64.13万 | 0.17% | 12,882 | 622 | 5.1% | $3.10万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $64.20万 | 0.17% | 12,788 | -676 | -5.0% | -$3.39万 | 减仓 |
| HL | HECLA MINING COMPANY | $64.53万 | 0.17% | 34,636 | 1,055 | 3.1% | $1.97万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $64.74万 | 0.17% | 5,902 | -1,657 | -21.9% | -$18.18万 | 减仓 |
| RTX | RTX CORPORATION | $64.92万 | 0.17% | 3,365 | -193 | -5.4% | -$3.72万 | 减仓 |
| GOVT | ISHARES TR | $65.10万 | 0.17% | 28,416 | 28,416 | — | $65.10万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $65.43万 | 0.17% | 38,241 | 7,934 | 26.2% | $13.58万 | 加仓 |
| FIX | COMFORT SYS USA INC | $66.33万 | 0.17% | 481 | 49 | 11.3% | $6.76万 | 加仓 |
| — | XAI MADISON EQUITY PREMIUM I | $66.42万 | 0.17% | 113,928 | 2,698 | 2.4% | $1.57万 | 加仓 |
| EFA | ISHARES TR | $66.85万 | 0.17% | 6,882 | -384 | -5.3% | -$3.73万 | 减仓 |
| IAU | ISHARES GOLD TR | $67.11万 | 0.17% | 7,612 | -2,606 | -25.5% | -$22.97万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $67.13万 | 0.17% | 2,221 | -133 | -5.6% | -$4.02万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $67.36万 | 0.17% | 3,858 | 2,028 | 110.8% | $35.41万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $67.41万 | 0.17% | 1,618 | 15 | 0.9% | $6,250 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $67.63万 | 0.18% | 10,229 | 10,229 | — | $67.63万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $67.77万 | 0.18% | 2,505 | -205 | -7.6% | -$5.55万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $68.52万 | 0.18% | 15,085 | -79 | -0.5% | -$3,589 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $68.97万 | 0.18% | 11,538 | -1,128 | -8.9% | -$6.74万 | 减仓 |
| IMTM | ISHARES TR | $69.04万 | 0.18% | 14,378 | 679 | 5.0% | $3.26万 | 加仓 |
| GE | GE AEROSPACE | $69.41万 | 0.18% | 2,446 | 24 | 1.0% | $6,810 | 加仓 |
| — | INNOVATOR ETFS TRUST | $69.68万 | 0.18% | 36,671 | -261 | -0.7% | -$4,959 | 减仓 |
| PEP | PEPSICO INC | $70.12万 | 0.18% | 4,515 | 247 | 5.8% | $3.84万 | 加仓 |
| TLN | TALEN ENERGY CORP | $70.65万 | 0.18% | 2,213 | 727 | 48.9% | $23.21万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $70.68万 | 0.18% | 1,494 | 18 | 1.2% | $8,516 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $71.22万 | 0.18% | 2,842 | 96 | 3.5% | $2.41万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $72.50万 | 0.19% | 7,061 | -565 | -7.4% | -$5.80万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $73.22万 | 0.19% | 20,659 | 20,659 | — | $73.22万 | 新建仓 |
| NFLX | NETFLIX INC. | $73.34万 | 0.19% | 7,628 | -3,922 | -34.0% | -$37.71万 | 减仓 |
| LDUR | PIMCO ETF TR | $73.71万 | 0.19% | 7,693 | 5,289 | 220.0% | $50.68万 | 重新持有 |
| CVNA | CARVANA CO | $74.26万 | 0.19% | 2,362 | 2,362 | — | $74.26万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $74.45万 | 0.19% | 20,252 | -644 | -3.1% | -$2.37万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $74.89万 | 0.19% | 2,910 | 195 | 7.2% | $5.02万 | 加仓 |
| QUAL | ISHARES TR | $75.15万 | 0.19% | 3,915 | 290 | 8.0% | $5.57万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $75.71万 | 0.20% | 36,017 | -344 | -0.9% | -$7,231 | 减仓 |
| CLS | CELESTICA INC | $76.33万 | 0.20% | 2,710 | 1,589 | 141.7% | $44.76万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $76.67万 | 0.20% | 35,739 | -119 | -0.3% | -$2,553 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $77.74万 | 0.20% | 18,934 | 18,934 | — | $77.74万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $77.97万 | 0.20% | 15,792 | 1,220 | 8.4% | $6.02万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $78.88万 | 0.20% | 20,530 | 2,581 | 14.4% | $9.92万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $79.53万 | 0.21% | 17,434 | 1,543 | 9.7% | $7.04万 | 加仓 |
| MTUM | ISHARES TR | $80.52万 | 0.21% | 3,354 | 12 | 0.4% | $2,881 | 加仓 |
| HYLB | DBX ETF TR | $82.53万 | 0.21% | 22,823 | 1,086 | 5.0% | $3.93万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $83.24万 | 0.22% | 8,962 | 1,037 | 13.1% | $9.63万 | 加仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $83.57万 | 0.22% | 34,392 | 4,525 | 15.2% | $11.00万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $83.64万 | 0.22% | 935 | 508 | 119.0% | $45.45万 | 加仓 |
| IWM | ISHARES TR | $83.95万 | 0.22% | 3,385 | -206 | -5.7% | -$5.11万 | 减仓 |
| WM | WASTE MGMT INC DEL | $84.40万 | 0.22% | 3,673 | 2,534 | 222.5% | $58.23万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $84.53万 | 0.22% | 19,090 | -500 | -2.6% | -$2.21万 | 减仓 |
| HEGD | LISTED FDS TR | $84.71万 | 0.22% | 34,297 | 12,235 | 55.5% | $30.22万 | 加仓 |
| DHR | DANAHER CORP DEL | $85.03万 | 0.22% | 4,484 | 202 | 4.7% | $3.83万 | 加仓 |
| QQQI | NEOS ETF TRUST | $88.00万 | 0.23% | 17,710 | 3,096 | 21.2% | $15.38万 | 加仓 |
| VO | VANGUARD INDEX FDS | $88.77万 | 0.23% | 3,091 | 58 | 1.9% | $1.67万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $88.96万 | 0.23% | 38,033 | 21,834 | 134.8% | $51.07万 | 加仓 |
| EXC | EXELON CORP | $90.20万 | 0.23% | 18,401 | 1 | 0.0% | $49 | 加仓 |
| T | AT&T INC | $90.36万 | 0.23% | 31,166 | 16,347 | 110.3% | $47.39万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $90.36万 | 0.23% | 2,816 | -282 | -9.1% | -$9.05万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $91.33万 | 0.24% | 5,647 | -598 | -9.6% | -$9.67万 | 减仓 |