13F 机构持仓

WORLD EQUITY GROUP, INC.

SCHAUMBURG IL · SEC CIK 0000878770

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.2%
QQQ 3.6%
MSFT 3.0%
NVDA 2.7%
SPY 2.0%
AMZN 1.9%
GLD 1.5%
AVGO 1.5%
PLTR 1.5%
GOOGL 1.5%

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
OEF ISHARES TR $00.00%0 -3,584-100.0% -$122.92万 清仓
QQQM INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
AJG GALLAGHER ARTHUR J & CO $00.00%0 -3,403-100.0% -$88.07万 清仓
FAUG FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,368-100.0% -$60.19万 清仓
NEM NEWMONT CORP $00.00%0 —— — 申报中断
FJUL FIRST TR EXCHNG TRADED FD VI $00.00%0 -10,235-100.0% -$57.23万 清仓
GDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -13,585-100.0% -$51.38万 清仓
GM GENERAL MTRS CO $00.00%0 —— — 申报中断
— NUVEEN S&P 500 BUY-WRITE INC $00.00%0 -33,534-100.0% -$49.30万 清仓
VLO VALERO ENERGY CORP $00.00%0 -2,654-100.0% -$43.20万 清仓
LEU CENTRUS ENERGY CORP $00.00%0 -1,663-100.0% -$40.37万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -1,088-100.0% -$40.25万 清仓
SPYG SPDR SERIES TRUST $00.00%0 -3,704-100.0% -$39.52万 清仓
ULS UL SOLUTIONS INC $00.00%0 -4,576-100.0% -$36.09万 清仓
OKLO OKLO INC $00.00%0 -5,004-100.0% -$35.91万 清仓
SENEA SENECA FOODS CORP NEW $00.00%0 -2,992-100.0% -$33.10万 清仓
CIFR CIPHER MINING INC $00.00%0 -20,814-100.0% -$30.72万 清仓
ORCL ORACLE CORP $00.00%0 —— — 申报中断
JAAA JANUS DETROIT STR TR $00.00%0 -5,817-100.0% -$29.42万 清仓
— EXCHANGE LISTED FDS TR $00.00%0 —— — 申报中断
GCOW PACER FDS TR $00.00%0 -6,173-100.0% -$25.45万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -423-100.0% -$24.51万 清仓
PINS PINTEREST INC $00.00%0 -8,442-100.0% -$21.86万 清仓
SBUX STARBUCKS CORP $00.00%0 —— — 申报中断
— COMERICA INC $00.00%0 -2,480-100.0% -$21.56万 清仓
MA MASTERCARD INCORPORATED $00.00%0 —— — 申报中断
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -6,856-100.0% -$20.84万 清仓
QSPT FIRST TR EXCHNG TRADED FD VI $00.00%0 -6,336-100.0% -$20.07万 清仓
— TIDAL TRUST II $6.16万0.02%11,248 11,248— $6.16万 新建仓
— PROSHARES TR $7.22万0.02%19,571 19,571— $7.22万 新建仓
BBAI BIGBEAR AI HLDGS INC $10.28万0.03%29,200 00.0% — 不变
— TIDAL TRUST II $13.94万0.04%17,800 3,80027.1% $2.98万 加仓
DBL DOUBLELINE OPPORTUNISTIC CR $16.21万0.04%11,100 00.0% — 不变
RYLD GLOBAL X FDS $17.19万0.04%11,498 260.2% $389 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $17.32万0.04%10,523 00.0% — 不变
VPU VANGUARD WORLD FD $20.10万0.05%1,015 1,015— $20.10万 新建仓
DSL DOUBLELINE INCOME SOLUTIONS $20.12万0.05%18,580 2,20013.4% $2.38万 加仓
— NEOS ETF TRUST $20.22万0.05%4,275 380.9% $1,797 加仓
B BARRICK MNG CORP $20.49万0.05%5,022 5,022— $20.49万 新建仓
VIOG VANGUARD ADMIRAL FDS INC $20.49万0.05%1,646 1,646— $20.49万 新建仓
CTAS CINTAS CORP $20.57万0.05%1,216 1,216— $20.57万 新建仓
IDEV ISHARES TR $20.65万0.05%2,471 2,471— $20.65万 新建仓
DE DEERE & CO $20.89万0.05%371 -196-34.6% -$11.04万 减仓
FNDE SCHWAB STRATEGIC TR $21.10万0.05%5,514 5,514— $21.10万 新建仓
SPTM SPDR SERIES TRUST $21.23万0.05%2,685 -512-16.0% -$4.05万 减仓
F FORD MTR CO $21.26万0.06%18,420 1,3007.6% $1.50万 加仓
VCSH VANGUARD SCOTTSDALE FDS $21.27万0.06%2,683 00.0% — 不变
LVS LAS VEGAS SANDS CORP $21.30万0.06%3,954 -2,431-38.1% -$13.10万 减仓
PYLD PIMCO ETF TR $21.44万0.06%8,185 4425.7% $1.16万 重新持有
— EXCHANGE LISTED FDS TR $21.62万0.06%4,586 -1,718-27.3% -$8.10万 减仓
— NEOS ETF TRUST $21.66万0.06%4,377 -205-4.5% -$1.01万 重新持有
CEG CONSTELLATION ENERGY CORP $21.69万0.06%776 202.6% $5,590 加仓
AIRR FIRST TR EXCHANGE TRADED FD $21.84万0.06%1,971 -519-20.8% -$5.75万 减仓
GPIQ GOLDMAN SACHS ETF TR $22.21万0.06%4,487 41510.2% $2.05万 加仓
SMCI SUPER MICRO COMPUTER INC $22.49万0.06%9,877 3623.8% $8,243 加仓
BIDU BAIDU INC $22.64万0.06%2,032 -266-11.6% -$2.96万 减仓
CNI CANADIAN NATL RY CO $22.73万0.06%2,208 2,208— $22.73万 新建仓
TTMI TTM TECHNOLOGIES INC $22.84万0.06%2,345 2,345— $22.84万 新建仓
CGGO CAPITAL GROUP GBL GROWTH EQT $22.98万0.06%6,886 6,886— $22.98万 新建仓
IEFA ISHARES TR $23.33万0.06%2,577 -1,554-37.6% -$14.07万 减仓
AIQ GLOBAL X FDS $23.37万0.06%5,006 82319.7% $3.84万 加仓
APP APPLOVIN CORP $23.48万0.06%590 -52-8.1% -$2.07万 减仓
GPIX GOLDMAN SACHS ETF TR $23.94万0.06%4,784 00.0% — 不变
— NORTHERN LIGHTS FD TR $24.28万0.06%9,919 9,919— $24.28万 新建仓
CVSA COVISTA INC $24.40万0.06%2,117 2,117— $24.40万 新建仓
VBR VANGUARD INDEX FDS $24.42万0.06%1,124 -195-14.8% -$4.24万 减仓
TMUS T-MOBILE US INC $24.45万0.06%1,164 13312.9% $2.79万 加仓
SSO PROSHARES TR $24.45万0.06%4,712 2585.8% $1.34万 加仓
OKE ONEOK INC NEW $24.58万0.06%2,719 2,719— $24.58万 新建仓
JPIE J P MORGAN EXCHANGE TRADED F $24.74万0.06%5,371 5,371— $24.74万 新建仓
DIS DISNEY WALT CO $24.90万0.06%2,584 -299-10.4% -$2.88万 减仓
IR INGERSOLL RAND INC $24.96万0.06%3,116 3,116— $24.96万 新建仓
HYTR NORTHERN LTS FD TR III $25.04万0.06%11,761 11,761— $25.04万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $25.30万0.07%6,685 6,685— $25.30万 新建仓
BABA ALIBABA GROUP HLDG LTD $25.51万0.07%2,034 -80-3.8% -$1.00万 减仓
BLK BLACKROCK INC $25.77万0.07%268 268— $25.77万 新建仓
IBTH ISHARES TR $25.81万0.07%11,505 4444.0% $9,959 加仓
LOW LOWES COS INC $25.83万0.07%1,093 16017.1% $3.78万 加仓
DUK DUKE ENERGY CORP NEW $25.87万0.07%1,976 -335-14.5% -$4.39万 减仓
TIGO MILLICOM INTL CELLULAR S A $25.94万0.07%3,462 3,462— $25.94万 新建仓
BLV VANGUARD BD INDEX FDS $26.06万0.07%4,050 3238.7% $2.08万 加仓
FLNC FLUENCE ENERGY INC $26.13万0.07%18,992 18,992— $26.13万 新建仓
VOOG VANGUARD ADMIRAL FDS INC $26.18万0.07%642 642— $26.18万 新建仓
CARR CARRIER GLOBAL CORPORATION $26.32万0.07%4,674 4,674— $26.32万 新建仓
FITB FIFTH THIRD BANCORP $26.32万0.07%5,666 5,666— $26.32万 新建仓
XLC SELECT SECTOR SPDR TR $26.62万0.07%2,401 -6-0.2% -$665 减仓
VXF VANGUARD INDEX FDS $26.67万0.07%1,395 634.7% $1.20万 加仓
MSCI MSCI INC $27.06万0.07%502 10.2% $539 加仓
ADP AUTOMATIC DATA PROCESSING IN $27.10万0.07%1,334 -2,162-61.8% -$43.93万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $27.11万0.07%3,970 -44,593-91.8% -$304.52万 重新持有
BLDR BUILDERS FIRSTSOURCE INC $27.23万0.07%3,308 3,308— $27.23万 新建仓
VFLO VICTORY PORTFOLIOS II $27.30万0.07%6,915 -43-0.6% -$1,698 减仓
TXN TEXAS INSTRS INC $27.35万0.07%1,409 -408-22.5% -$7.92万 减仓
BIV VANGUARD BD INDEX FDS $27.50万0.07%3,803 -50-1.3% -$3,616 减仓
CLH CLEAN HARBORS INC $27.58万0.07%962 962— $27.58万 新建仓
GLW CORNING INC $27.97万0.07%2,057 2,057— $27.97万 新建仓
DLS WISDOMTREE TR $27.98万0.07%3,433 1213.7% $9,863 加仓
CGHM CAPITAL GRP FIXED INCM ETF T $28.12万0.07%11,106 11,106— $28.12万 新建仓
KDP KEURIG DR PEPPER INC $28.13万0.07%10,680 740.7% $1,949 加仓
KGC KINROSS GOLD CORP $28.27万0.07%9,265 1,13914.0% $3.48万 加仓