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
SHOP SHOPIFY INC $77.95万0.17%6,827 2,55459.8% $29.16万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $78.65万0.18%815 -251-23.5% -$24.22万 减仓
TT TRANE TECHNOLOGIES PLC $79.26万0.18%1,614 -4-0.2% -$1,964 减仓
GEV GE VERNOVA INC $79.42万0.18%676 467.3% $5.40万 加仓
IEMG ISHARES INC $79.52万0.18%9,599 -6,182-39.2% -$51.21万 减仓
PSIX POWER SOLUTIONS INTL INC $80.43万0.18%20,681 2,87316.1% $11.17万 加仓
CB CHUBB LIMITED $80.76万0.18%2,370 -2,436-50.7% -$83.00万 减仓
VBK VANGUARD INDEX FDS $80.86万0.18%2,211 -10-0.5% -$3,657 减仓
FYC FIRST TR EXCHANGE-TRADED ALP $81.09万0.18%6,368 3956.6% $5.03万 加仓
— PACER FDS TR $81.12万0.18%23,066 8,53658.7% $30.02万 加仓
— PACER FDS TR $81.43万0.18%20,440 7,47157.6% $29.76万 加仓
PDI PIMCO DYNAMIC INCOME FD $81.63万0.18%48,879 10,63827.8% $17.77万 加仓
EXC EXELON CORP $82.48万0.18%17,692 -709-3.9% -$3.31万 减仓
DHR DANAHER CORP DEL $83.96万0.19%4,408 -76-1.7% -$1.45万 减仓
TLN TALEN ENERGY CORP $84.04万0.19%2,187 -26-1.2% -$9,991 减仓
XLV SELECT SECTOR SPDR TR $84.10万0.19%5,301 -2,548-32.5% -$40.43万 减仓
WM WASTE MGMT INC DEL $84.28万0.19%3,782 1093.0% $2.43万 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $84.35万0.19%20,524 10,262100.0% $42.18万 加仓
IYW ISHARES TR $85.42万0.19%3,386 1173.6% $2.95万 加仓
IBIT ISHARES BITCOIN TRUST ETF $85.82万0.19%25,780 5,25025.6% $17.48万 加仓
FBND FIDELITY MERRIMACK STR TR $86.60万0.19%19,037 1,6039.2% $7.29万 加仓
HYLB DBX ETF TR $88.48万0.20%24,227 1,4046.2% $5.13万 加仓
DDEC FIRST TR EXCHNG TRADED FD VI $90.44万0.20%19,090 00.0% — 不变
VOT VANGUARD INDEX FDS $91.74万0.21%2,995 852.9% $2.60万 加仓
SYK STRYKER CORPORATION $91.78万0.21%2,915 1,458100.1% $45.90万 加仓
PANW PALO ALTO NETWORKS INC $92.79万0.21%2,721 -51-1.8% -$1.74万 减仓
GE GE AEROSPACE $93.81万0.21%2,510 642.6% $2.39万 加仓
COST COSTCO WHOLESALE CORPORATION $94.57万0.21%1,011 565.9% $5.24万 加仓
SPYI NEOS ETF TRUST $94.61万0.21%17,821 2,02912.8% $10.77万 加仓
INTC INTEL CORP $94.98万0.21%6,802 -2,581-27.5% -$36.04万 减仓
FIX COMFORT SYS USA INC $95.33万0.21%481 00.0% — 不变
VRT VERTIV HOLDINGS CO $95.76万0.21%2,860 180.6% $6,027 加仓
MTUM ISHARES TR $96.40万0.22%2,812 -542-16.2% -$18.58万 减仓
ONEY SPDR SERIES TRUST $96.41万0.22%7,526 3,783101.1% $48.46万 加仓
IWM ISHARES TR $99.64万0.22%3,316 -69-2.0% -$2.07万 减仓
VO VANGUARD INDEX FDS $101.68万0.23%12,620 2562.1% $2.06万 加仓
ACYN FIRST TR EXCHANGE-TRADED FD $101.79万0.23%48,959 48,959— $101.79万 新建仓
MRVL MARVELL TECHNOLOGY INC $105.07万0.24%3,527 -392-10.0% -$11.68万 减仓
VTI VANGUARD INDEX FDS $105.34万0.24%2,847 311.1% $1.15万 加仓
XLI SELECT SECTOR SPDR TR $106.95万0.24%5,774 1272.2% $2.35万 加仓
AOA ISHARES TR $107.25万0.24%10,989 800.7% $7,808 加仓
IVE ISHARES TR $108.06万0.24%4,759 -1,364-22.3% -$30.97万 减仓
QQQI NEOS ETF TRUST $110.75万0.25%19,501 1,79110.1% $10.17万 加仓
BUFZ FIRST TR EXCHNG TRADED FD VI $111.04万0.25%39,757 -1,125-2.8% -$3.14万 减仓
UNH UNITEDHEALTH GROUP INC $111.24万0.25%2,677 1726.9% $7.15万 加仓
XLF SELECT SECTOR SPDR TR $117.16万0.26%21,855 6202.9% $3.32万 加仓
— VIRTUS DIVERSIFIED INCM & CO $118.89万0.27%41,950 7,55822.0% $21.42万 加仓
— FIRST TR EXCHNG TRADED FD VI $120.74万0.27%30,833 5671.9% $2.22万 加仓
VOYG VOYAGER TECHNOLOGIES INC $123.95万0.28%38,433 4001.1% $1.29万 加仓
CFO VICTORY PORTFOLIOS II $126.59万0.28%15,808 10.0% $80 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $129.01万0.29%65,920 1,7942.8% $3.51万 加仓
RITM RITHM CAPITAL CORP $129.58万0.29%138,000 16,20013.3% $15.21万 加仓
MU MICRON TECHNOLOGY INC $130.90万0.29%1,134 -281-19.9% -$32.44万 减仓
PG PROCTER & GAMBLE CO $130.91万0.29%8,928 1141.3% $1.67万 加仓
IBM INTERNATIONAL BUSINESS MACHS $131.98万0.30%4,693 -73-1.5% -$2.05万 减仓
DYNF BLACKROCK ETF TRUST $132.94万0.30%19,545 -474-2.4% -$3.22万 减仓
FLRN SPDR SERIES TRUST $133.37万0.30%43,232 43,232— $133.37万 新建仓
V VISA INC $133.45万0.30%3,906 952.5% $3.25万 加仓
— FIRST TR EXCHNG TRADED FD VI $136.38万0.31%37,442 1,5854.4% $5.77万 加仓
ASML ASML HLDG NV $137.33万0.31%690 690— $137.33万 新建仓
AVMV AMERICAN CENTY ETF TR $139.23万0.31%17,278 17,278— $139.23万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $139.56万0.31%23,382 -1,193-4.9% -$7.12万 减仓
VTV VANGUARD INDEX FDS $139.92万0.31%6,420 -708-9.9% -$15.43万 减仓
CVX CHEVRON CORPORATION $143.02万0.32%8,628 -11,908-58.0% -$197.39万 减仓
HD HOME DEPOT INC $143.41万0.32%4,066 541.3% $1.90万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $144.46万0.32%8,486 -408-4.6% -$6.95万 减仓
BUFS FIRST TR EXCHNG TRADED FD VI $144.60万0.32%57,634 200.0% $502 加仓
SPDW SPDR INDEX SHS FDS $145.55万0.33%28,884 20,988265.8% $105.76万 加仓
GSUS GOLDMAN SACHS ETF TR $146.07万0.33%14,168 2,64222.9% $27.24万 加仓
COWZ PACER FDS TR $149.03万0.33%23,959 1,1154.9% $6.94万 加仓
JNJ JOHNSON & JOHNSON $151.82万0.34%5,977 -509-7.8% -$12.93万 减仓
BIL SPDR SERIES TRUST $152.23万0.34%16,612 16,612— $152.23万 新建仓
DDWM WISDOMTREE TR $153.83万0.34%33,314 1,7865.7% $8.25万 加仓
MCD MCDONALDS CORP $160.19万0.36%5,926 -180-2.9% -$4.87万 减仓
PFFA ETFIS SER TR I $164.13万0.37%79,787 11,75017.3% $24.17万 加仓
KO COCA COLA CO $171.94万0.38%21,156 -21,476-50.4% -$174.54万 减仓
VB VANGUARD INDEX FDS $173.21万0.39%5,714 741.3% $2.24万 加仓
— FIRST TR EXCHNG TRADED FD VI $180.35万0.40%41,968 21,716107.2% $93.32万 加仓
MRK MERCK & CO INC $181.10万0.41%14,093 3,79736.9% $48.79万 加仓
SCHD SCHWAB STRATEGIC TR $185.66万0.42%58,549 -1,020-1.7% -$3.23万 减仓
ETN EATON CORP PLC $185.66万0.42%4,357 -115-2.6% -$4.90万 减仓
SNDK SANDISK CORP $186.44万0.42%820 820— $186.44万 新建仓
VUG VANGUARD INDEX FDS $187.97万0.42%21,822 -4,536-17.2% -$39.07万 减仓
SPTM SPDR SERIES TRUST $188.91万0.42%20,808 18,123675.0% $164.53万 加仓
IVW ISHARES TR $192.68万0.43%14,006 -500-3.4% -$6.88万 减仓
— INNOVATOR ETFS TRUST $195.16万0.44%88,709 13,85718.5% $30.49万 加仓
ABBV ABBVIE INC $200.70万0.45%7,975 961.2% $2.42万 加仓
CRWD CROWDSTRIKE HLDGS INC $201.01万0.45%2,634 1255.0% $9.54万 加仓
CSCO CISCO SYS INC $202.49万0.45%17,239 -10,957-38.9% -$128.70万 减仓
IUSB ISHARES TR $217.31万0.49%47,087 13,31439.4% $61.44万 加仓
LLY ELI LILLY & CO $236.42万0.53%1,971 874.6% $10.44万 加仓
SECT NORTHERN LTS FD TR IV $237.92万0.53%33,018 8,63835.4% $62.24万 加仓
WMT WALMART INC $238.25万0.53%21,035 -2,840-11.9% -$32.17万 减仓
LRCX LAM RESEARCH CORP $241.63万0.54%5,576 290.5% $1.26万 加仓
C CITIGROUP INC $247.16万0.55%17,679 -9,045-33.8% -$126.45万 减仓
GS GOLDMAN SACHS GROUP INC $251.59万0.56%2,487 -524-17.4% -$53.01万 减仓
IJR ISHARES TR $265.67万0.59%17,913 -593-3.2% -$8.79万 减仓
FNDX SCHWAB STRATEGIC TR $271.49万0.61%87,295 3,0073.6% $9.35万 加仓
HEGD LISTED FDS TR $274.36万0.61%102,912 68,615200.1% $182.93万 加仓
XLK SELECT SECTOR SPDR TR $287.88万0.64%15,111 1,0907.8% $20.77万 加仓