WORLD EQUITY GROUP, INC.
SCHAUMBURG IL · SEC CIK 0000878770
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $294.18万 | 0.66% | 8,987 | -129 | -1.4% | -$4.22万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $304.77万 | 0.68% | 6,964 | 119 | 1.7% | $5.21万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $331.23万 | 0.74% | 37,691 | 24,865 | 193.9% | $218.52万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $337.07万 | 0.75% | 5,803 | 678 | 13.2% | $39.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $337.16万 | 0.75% | 6,738 | 645 | 10.6% | $32.28万 | 加仓 |
| BAC | BANK OF AMER CORP | $338.37万 | 0.76% | 59,384 | -480 | -0.8% | -$2.74万 | 减仓 |
| — | EXXON MOBIL CORP | $343.29万 | 0.77% | 25,108 | -519 | -2.0% | -$7.10万 | 减仓 |
| CAT | CATERPILLAR INC | $349.78万 | 0.78% | 3,285 | -3,723 | -53.1% | -$396.41万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $353.28万 | 0.79% | 49,581 | -4,355 | -8.1% | -$31.03万 | 减仓 |
| AVGO | BROADCOM INC | $364.93万 | 0.82% | 9,660 | -9,614 | -49.9% | -$363.19万 | 减仓 |
| — | LISTED FDS TR | $370.55万 | 0.83% | 144,787 | 12,384 | 9.4% | $31.69万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $372.54万 | 0.83% | 97,978 | 41,575 | 73.7% | $158.08万 | 加仓 |
| — | LISTED FDS TR | $391.35万 | 0.88% | 147,129 | 10,351 | 7.6% | $27.53万 | 加仓 |
| GOOG | ALPHABET INC | $417.11万 | 0.93% | 11,805 | 552 | 4.9% | $19.50万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $450.59万 | 1.01% | 114,741 | -169 | -0.1% | -$6,637 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $459.16万 | 1.03% | 125,694 | 962 | 0.8% | $3.51万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $488.47万 | 1.09% | 10,230 | 4,790 | 88.1% | $228.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $494.28万 | 1.11% | 7,197 | -123 | -1.7% | -$8.45万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $500.26万 | 1.12% | 170,648 | 2,021 | 1.2% | $5.92万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $509.00万 | 1.14% | 43,627 | 2,948 | 7.2% | $34.39万 | 加仓 |
| META | META PLATFORMS INC | $552.45万 | 1.24% | 9,808 | 716 | 7.9% | $40.33万 | 加仓 |
| TSLA | TESLA INC | $556.73万 | 1.25% | 13,237 | 2,011 | 17.9% | $84.58万 | 加仓 |
| IVV | ISHARES TR | $675.47万 | 1.51% | 9,018 | 1,479 | 19.6% | $110.78万 | 加仓 |
| GOOGL | ALPHABET INC | $717.94万 | 1.61% | 20,089 | -84 | -0.4% | -$3.00万 | 减仓 |
| AMZN | AMAZON COM INC | $874.57万 | 1.96% | 36,694 | 692 | 1.9% | $16.49万 | 加仓 |
| GLD | SPDR GOLD TR | $1,014.15万 | 2.27% | 27,556 | 13,679 | 98.6% | $503.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,157.36万 | 2.59% | 31,025 | 20 | 0.1% | $7,461 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,263.71万 | 2.83% | 63,153 | 3,799 | 6.4% | $76.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,794.40万 | 4.02% | 24,368 | 470 | 2.0% | $34.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,881.86万 | 4.21% | 25,200 | 13,111 | 108.5% | $979.09万 | 加仓 |
| AAPL | APPLE INC | $2,226.56万 | 4.99% | 76,949 | -1,662 | -2.1% | -$48.09万 | 减仓 |