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
CLOI VANECK ETF TRUST $45.96万0.10%8,680 8,680— $45.96万 新建仓
IQDG WISDOMTREE TR $46.12万0.10%10,698 3963.8% $1.71万 加仓
DGRW WISDOMTREE TR $46.40万0.10%4,853 -75-1.5% -$7,172 减仓
BSV VANGUARD BD INDEX FDS $46.43万0.10%5,958 -999-14.4% -$7.78万 减仓
GJUN FIRST TR EXCHNG TRADED FD VI $46.47万0.10%11,283 11,283— $46.47万 新建仓
GMAY FIRST TR EXCHNG TRADED FD VI $46.86万0.10%10,888 10,888— $46.86万 新建仓
IJH ISHARES TR $46.88万0.10%6,080 310.5% $2,390 加仓
DOW DOW HLDGS INC $47.54万0.11%17,376 17,376— $47.54万 新建仓
TXN TEXAS INSTRS INC $47.55万0.11%1,595 18613.2% $5.55万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $47.81万0.11%1,758 1,758— $47.81万 新建仓
FJAN FIRST TR EXCHNG TRADED FD VI $47.93万0.11%8,701 -3,076-26.1% -$16.95万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $49.08万0.11%8,048 -2,956-26.9% -$18.03万 减仓
BLCR BLACKROCK ETF TRUST $49.36万0.11%9,799 -9,135-48.2% -$46.01万 减仓
DLR DIGITAL RLTY TR INC $49.44万0.11%2,753 2,753— $49.44万 新建仓
SPTL SPDR SERIES TRUST $49.57万0.11%18,900 18,900— $49.57万 新建仓
ITW ILLINOIS TOOL WKS INC $50.15万0.11%1,854 10.1% $270 加仓
JCI JOHNSON CONTROLS INTERNATION $50.49万0.11%3,456 -357-9.4% -$5.22万 减仓
MSCI MSCI INC $50.52万0.11%902 40079.7% $22.40万 加仓
FAPR FIRST TR EXCHNG TRADED FD VI $50.89万0.11%10,887 10,887— $50.89万 新建仓
CORO BLACKROCK ETF TRUST $51.03万0.11%13,942 13,942— $51.03万 新建仓
DE DEERE & CO $51.20万0.11%807 436117.5% $27.66万 加仓
VGT VANGUARD WORLD FD $51.68万0.12%4,324 601.4% $7,171 加仓
— PACER FDS TR $52.07万0.12%11,064 2182.0% $1.03万 加仓
VZ VERIZON COMMUNICATIONS INC $52.77万0.12%12,464 -324-2.5% -$1.37万 减仓
MAR MARRIOTT INTL INC NEW $53.25万0.12%1,437 282.0% $1.04万 加仓
AMGN AMGEN INC $53.30万0.12%1,472 46446.0% $16.80万 加仓
NFLX NETFLIX INC. $53.39万0.12%7,478 -150-2.0% -$1.07万 减仓
CNC CENTENE CORP DEL $53.50万0.12%8,334 8,334— $53.50万 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $53.60万0.12%6,505 6,505— $53.60万 新建仓
CASY CASEYS GEN STORES INC $54.20万0.12%683 -799-53.9% -$63.41万 减仓
GSIE GOLDMAN SACHS ETF TR $54.29万0.12%11,880 2,70829.5% $12.38万 加仓
D DOMINION ENERGY INC $54.37万0.12%7,961 7,961— $54.37万 新建仓
WWD WOODWARD INC $54.40万0.12%1,279 00.0% — 不变
CSX CSX CORP $54.44万0.12%11,455 11,455— $54.44万 新建仓
DNP DNP SELECT INCOME FD INC $55.13万0.12%51,091 -409-0.8% -$4,413 减仓
IWD ISHARES TR $55.15万0.12%2,275 874.0% $2.11万 加仓
NBIS NEBIUS GROUP N.V. $55.51万0.12%2,010 2,010— $55.51万 新建仓
VPU VANGUARD WORLD FD $55.55万0.12%2,837 1,822179.5% $35.67万 加仓
IHDG WISDOMTREE TR $56.11万0.13%10,712 7017.0% $3.67万 加仓
XSD SPDR SERIES TRUST $56.13万0.13%900 00.0% — 不变
IWMI NEOS ETF TRUST $56.69万0.13%10,590 7227.3% $3.86万 加仓
SSRM SSR MINING IN $57.71万0.13%20,406 8,02864.9% $22.70万 加仓
CME CME GROUP INC $57.95万0.13%2,624 -2,350-47.2% -$51.90万 减仓
APH AMPHENOL CORP $58.36万0.13%3,310 1976.3% $3.47万 加仓
NVT NVENT ELEC PLC $58.40万0.13%3,443 -28-0.8% -$4,749 减仓
HCA HCA HEALTHCARE INC $58.70万0.13%1,505 110.7% $4,290 加仓
MAGS LISTED FDS TR $59.12万0.13%9,195 1,11813.8% $7.19万 加仓
SO SOUTHERN CO $59.18万0.13%6,176 3,107101.2% $29.77万 加仓
— CALAMOS DYNAMIC CONV & INCOM $59.58万0.13%23,119 -23,147-50.0% -$59.65万 减仓
FJUN FIRST TR EXCHNG TRADED FD VI $59.77万0.13%9,970 9,970— $59.77万 新建仓
— INNOVATOR ETFS TRUST $60.33万0.14%30,054 -6,617-18.0% -$13.28万 减仓
AFLG FIRST TR EXCHNG TRADED FD VI $61.28万0.14%14,114 6634.9% $2.88万 加仓
TTMI TTM TECHNOLOGIES INC $61.42万0.14%3,284 93940.0% $17.56万 加仓
STRL STERLING INFRASTRUCTURE INC $61.61万0.14%734 111.5% $9,233 加仓
FMAY FIRST TR EXCHNG TRADED FD VI $61.92万0.14%11,017 11,017— $61.92万 新建仓
PEP PEPSICO INC $61.99万0.14%4,578 631.4% $8,531 加仓
AKRE PROFESIONALLY MANAGED PORTFO $62.09万0.14%11,674 00.0% — 不变
— AIM ETF PRODUCTS TRUST $62.38万0.14%19,787 6,28946.6% $19.83万 加仓
— AIM ETF PRODUCTS TRUST $62.42万0.14%18,322 6,38653.5% $21.76万 加仓
RTX RTX CORPORATION $62.54万0.14%3,296 -69-2.1% -$1.31万 减仓
TJX TJX COS INC NEW $62.57万0.14%4,130 -3,011-42.2% -$45.62万 减仓
UNP UNION PAC CORP $62.78万0.14%2,308 79852.8% $21.71万 加仓
— XAI MADISON EQUITY PREMIUM I $63.15万0.14%114,407 4790.4% $2,644 加仓
SIXD AIM ETF PRODUCTS TRUST $63.26万0.14%20,516 6,51246.5% $20.08万 加仓
FNX FIRST TR EXCHANGE-TRADED ALP $63.43万0.14%4,334 46211.9% $6.76万 加仓
— INNOVATOR ETFS TRUST $63.72万0.14%32,265 12,46362.9% $24.61万 加仓
ABT ABBOTT LABORATORIES $64.10万0.14%7,064 30.0% $272 加仓
VUSB VANGUARD BD INDEX FDS $64.13万0.14%12,882 00.0% — 不变
GSY INVESCO ACTIVELY MANAGED EXC $64.38万0.14%12,838 3,15832.6% $15.84万 加仓
IAU ISHARES GOLD TR $64.76万0.15%8,576 96412.7% $7.28万 加仓
PM PHILIP MORRIS INTL INC $65.13万0.15%3,600 180.5% $3,256 加仓
MBB ISHARES TR $65.16万0.15%6,893 97116.4% $9.18万 加仓
DNOV FIRST TR EXCHNG TRADED FD VI $65.35万0.15%12,726 00.0% — 不变
BPRE BLUEROCK PVT REAL ESTATE FD $65.67万0.15%50,475 -74,533-59.6% -$96.97万 减仓
BNDX VANGUARD CHARLOTTE FDS $66.06万0.15%13,640 -1,445-9.6% -$7.00万 减仓
— INNOVATOR ETFS TRUST $66.98万0.15%29,757 -5,982-16.7% -$13.47万 减仓
EFG ISHARES TR $67.04万0.15%5,388 541.0% $6,719 加仓
QQQM INVESCO EXCH TRADED FD TR II $67.19万0.15%2,215 -1,855-45.6% -$56.27万 重新持有
DIA STATE STR SPDR DOW JONES IND $67.42万0.15%1,290 57580.4% $30.05万 加仓
— INNOVATOR ETFS TRUST $67.67万0.15%30,064 -5,953-16.5% -$13.40万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $67.79万0.15%15,715 1,48710.5% $6.41万 加仓
IWF ISHARES TR $68.65万0.15%5,529 -39-0.7% -$4,843 减仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $69.77万0.16%37,429 4,56813.9% $8.51万 加仓
AAMI ACADIAN ASSET MANAGEMENT INC $70.10万0.16%9,801 9,801— $70.10万 新建仓
XSOE WISDOMTREE TR $70.28万0.16%14,284 -801-5.3% -$3.94万 减仓
SPEM SPDR INDEX SHS FDS $71.38万0.16%13,785 13,785— $71.38万 新建仓
BAI BLACKROCK ETF TRUST $71.52万0.16%13,566 -20,504-60.2% -$108.10万 减仓
ITA ISHARES TR $71.76万0.16%2,960 1,02452.9% $24.82万 加仓
VONG VANGUARD SCOTTSDALE FDS $72.51万0.16%5,673 -229-3.9% -$2.93万 减仓
F FORD MTR CO $73.49万0.16%52,869 34,449187.0% $47.88万 加仓
EFA ISHARES TR $73.50万0.16%7,076 1942.8% $2.02万 加仓
MWH SOLV ENERGY INC $73.89万0.17%21,700 21,700— $73.89万 新建仓
EFV ISHARES TR $73.93万0.17%9,658 -7,477-43.6% -$57.23万 减仓
— FIRST TR EXCHANGE TRADED FD $74.53万0.17%17,017 00.0% — 不变
GOVT ISHARES TR $76.06万0.17%33,388 4,97217.5% $11.33万 加仓
QYLD GLOBAL X FDS $76.45万0.17%41,484 6,46518.5% $11.91万 加仓
IMTM ISHARES TR $77.44万0.17%14,516 1381.0% $7,362 加仓
NEE NEXTERA ENERGY INC $77.58万0.17%8,839 -123-1.4% -$1.08万 减仓
SPCX SPACE EXPLORATION TECHN CORP $77.64万0.17%4,544 4,544— $77.64万 新建仓
IVES WEDBUSH SER TR $77.89万0.17%20,444 -1,078-5.0% -$4.11万 减仓