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 |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | $95.33万 | 0.21% | 481 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $94.98万 | 0.21% | 6,802 | -2,581 | -27.5% | -$36.04万 | 减仓 |
| SPYI | NEOS ETF TRUST | $94.61万 | 0.21% | 17,821 | 2,029 | 12.8% | $10.77万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $94.57万 | 0.21% | 1,011 | 56 | 5.9% | $5.24万 | 加仓 |
| GE | GE AEROSPACE | $93.81万 | 0.21% | 2,510 | 64 | 2.6% | $2.39万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $92.79万 | 0.21% | 2,721 | -51 | -1.8% | -$1.74万 | 减仓 |
| SYK | STRYKER CORPORATION | $91.78万 | 0.21% | 2,915 | 1,458 | 100.1% | $45.90万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $91.74万 | 0.21% | 2,995 | 85 | 2.9% | $2.60万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $90.44万 | 0.20% | 19,090 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $88.48万 | 0.20% | 24,227 | 1,404 | 6.2% | $5.13万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $86.60万 | 0.19% | 19,037 | 1,603 | 9.2% | $7.29万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $85.82万 | 0.19% | 25,780 | 5,250 | 25.6% | $17.48万 | 加仓 |
| IYW | ISHARES TR | $85.42万 | 0.19% | 3,386 | 117 | 3.6% | $2.95万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $84.35万 | 0.19% | 20,524 | 10,262 | 100.0% | $42.18万 | 加仓 |
| WM | WASTE MGMT INC DEL | $84.28万 | 0.19% | 3,782 | 109 | 3.0% | $2.43万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $84.10万 | 0.19% | 5,301 | -2,548 | -32.5% | -$40.43万 | 减仓 |
| TLN | TALEN ENERGY CORP | $84.04万 | 0.19% | 2,187 | -26 | -1.2% | -$9,991 | 减仓 |
| DHR | DANAHER CORP DEL | $83.96万 | 0.19% | 4,408 | -76 | -1.7% | -$1.45万 | 减仓 |
| EXC | EXELON CORP | $82.48万 | 0.18% | 17,692 | -709 | -3.9% | -$3.31万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $81.63万 | 0.18% | 48,879 | 10,638 | 27.8% | $17.77万 | 加仓 |
| — | PACER FDS TR | $81.43万 | 0.18% | 20,440 | 7,471 | 57.6% | $29.76万 | 加仓 |
| — | PACER FDS TR | $81.12万 | 0.18% | 23,066 | 8,536 | 58.7% | $30.02万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $81.09万 | 0.18% | 6,368 | 395 | 6.6% | $5.03万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $80.86万 | 0.18% | 2,211 | -10 | -0.5% | -$3,657 | 减仓 |
| CB | CHUBB LIMITED | $80.76万 | 0.18% | 2,370 | -2,436 | -50.7% | -$83.00万 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $80.43万 | 0.18% | 20,681 | 2,873 | 16.1% | $11.17万 | 加仓 |
| IEMG | ISHARES INC | $79.52万 | 0.18% | 9,599 | -6,182 | -39.2% | -$51.21万 | 减仓 |
| GEV | GE VERNOVA INC | $79.42万 | 0.18% | 676 | 46 | 7.3% | $5.40万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $79.26万 | 0.18% | 1,614 | -4 | -0.2% | -$1,964 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $78.65万 | 0.18% | 815 | -251 | -23.5% | -$24.22万 | 减仓 |
| SHOP | SHOPIFY INC | $77.95万 | 0.17% | 6,827 | 2,554 | 59.8% | $29.16万 | 加仓 |
| IVES | WEDBUSH SER TR | $77.89万 | 0.17% | 20,444 | -1,078 | -5.0% | -$4.11万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $77.64万 | 0.17% | 4,544 | 4,544 | — | $77.64万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $77.58万 | 0.17% | 8,839 | -123 | -1.4% | -$1.08万 | 减仓 |
| IMTM | ISHARES TR | $77.44万 | 0.17% | 14,516 | 138 | 1.0% | $7,362 | 加仓 |
| QYLD | GLOBAL X FDS | $76.45万 | 0.17% | 41,484 | 6,465 | 18.5% | $11.91万 | 加仓 |
| GOVT | ISHARES TR | $76.06万 | 0.17% | 33,388 | 4,972 | 17.5% | $11.33万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $74.53万 | 0.17% | 17,017 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $73.93万 | 0.17% | 9,658 | -7,477 | -43.6% | -$57.23万 | 减仓 |
| MWH | SOLV ENERGY INC | $73.89万 | 0.17% | 21,700 | 21,700 | — | $73.89万 | 新建仓 |
| EFA | ISHARES TR | $73.50万 | 0.16% | 7,076 | 194 | 2.8% | $2.02万 | 加仓 |
| F | FORD MTR CO | $73.49万 | 0.16% | 52,869 | 34,449 | 187.0% | $47.88万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $72.51万 | 0.16% | 5,673 | -229 | -3.9% | -$2.93万 | 减仓 |
| ITA | ISHARES TR | $71.76万 | 0.16% | 2,960 | 1,024 | 52.9% | $24.82万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $71.52万 | 0.16% | 13,566 | -20,504 | -60.2% | -$108.10万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $71.38万 | 0.16% | 13,785 | 13,785 | — | $71.38万 | 新建仓 |
| XSOE | WISDOMTREE TR | $70.28万 | 0.16% | 14,284 | -801 | -5.3% | -$3.94万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $70.10万 | 0.16% | 9,801 | 9,801 | — | $70.10万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $69.77万 | 0.16% | 37,429 | 4,568 | 13.9% | $8.51万 | 加仓 |
| IWF | ISHARES TR | $68.65万 | 0.15% | 5,529 | -39 | -0.7% | -$4,843 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $67.79万 | 0.15% | 15,715 | 1,487 | 10.5% | $6.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $67.67万 | 0.15% | 30,064 | -5,953 | -16.5% | -$13.40万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $67.42万 | 0.15% | 1,290 | 575 | 80.4% | $30.05万 | 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 |
| EFG | ISHARES TR | $67.04万 | 0.15% | 5,388 | 54 | 1.0% | $6,719 | 加仓 |
| — | INNOVATOR ETFS TRUST | $66.98万 | 0.15% | 29,757 | -5,982 | -16.7% | -$13.47万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $66.06万 | 0.15% | 13,640 | -1,445 | -9.6% | -$7.00万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $65.67万 | 0.15% | 50,475 | -74,533 | -59.6% | -$96.97万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $65.35万 | 0.15% | 12,726 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $65.16万 | 0.15% | 6,893 | 971 | 16.4% | $9.18万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $65.13万 | 0.15% | 3,600 | 18 | 0.5% | $3,256 | 加仓 |
| IAU | ISHARES GOLD TR | $64.76万 | 0.15% | 8,576 | 964 | 12.7% | $7.28万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $64.38万 | 0.14% | 12,838 | 3,158 | 32.6% | $15.84万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $64.13万 | 0.14% | 12,882 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $64.10万 | 0.14% | 7,064 | 3 | 0.0% | $272 | 加仓 |
| — | INNOVATOR ETFS TRUST | $63.72万 | 0.14% | 32,265 | 12,463 | 62.9% | $24.61万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $63.43万 | 0.14% | 4,334 | 462 | 11.9% | $6.76万 | 加仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $63.26万 | 0.14% | 20,516 | 6,512 | 46.5% | $20.08万 | 加仓 |
| — | XAI MADISON EQUITY PREMIUM I | $63.15万 | 0.14% | 114,407 | 479 | 0.4% | $2,644 | 加仓 |
| UNP | UNION PAC CORP | $62.78万 | 0.14% | 2,308 | 798 | 52.8% | $21.71万 | 加仓 |
| TJX | TJX COS INC NEW | $62.57万 | 0.14% | 4,130 | -3,011 | -42.2% | -$45.62万 | 减仓 |
| RTX | RTX CORPORATION | $62.54万 | 0.14% | 3,296 | -69 | -2.1% | -$1.31万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $62.42万 | 0.14% | 18,322 | 6,386 | 53.5% | $21.76万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $62.38万 | 0.14% | 19,787 | 6,289 | 46.6% | $19.83万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $62.09万 | 0.14% | 11,674 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $61.99万 | 0.14% | 4,578 | 63 | 1.4% | $8,531 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $61.92万 | 0.14% | 11,017 | 11,017 | — | $61.92万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $61.61万 | 0.14% | 734 | 11 | 1.5% | $9,233 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $61.42万 | 0.14% | 3,284 | 939 | 40.0% | $17.56万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $61.28万 | 0.14% | 14,114 | 663 | 4.9% | $2.88万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $60.33万 | 0.14% | 30,054 | -6,617 | -18.0% | -$13.28万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $59.77万 | 0.13% | 9,970 | 9,970 | — | $59.77万 | 新建仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $59.58万 | 0.13% | 23,119 | -23,147 | -50.0% | -$59.65万 | 减仓 |
| SO | SOUTHERN CO | $59.18万 | 0.13% | 6,176 | 3,107 | 101.2% | $29.77万 | 加仓 |
| MAGS | LISTED FDS TR | $59.12万 | 0.13% | 9,195 | 1,118 | 13.8% | $7.19万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $58.70万 | 0.13% | 1,505 | 11 | 0.7% | $4,290 | 加仓 |
| NVT | NVENT ELEC PLC | $58.40万 | 0.13% | 3,443 | -28 | -0.8% | -$4,749 | 减仓 |
| APH | AMPHENOL CORP | $58.36万 | 0.13% | 3,310 | 197 | 6.3% | $3.47万 | 加仓 |
| CME | CME GROUP INC | $57.95万 | 0.13% | 2,624 | -2,350 | -47.2% | -$51.90万 | 减仓 |
| SSRM | SSR MINING IN | $57.71万 | 0.13% | 20,406 | 8,028 | 64.9% | $22.70万 | 加仓 |
| IWMI | NEOS ETF TRUST | $56.69万 | 0.13% | 10,590 | 722 | 7.3% | $3.86万 | 加仓 |
| XSD | SPDR SERIES TRUST | $56.13万 | 0.13% | 900 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TR | $56.11万 | 0.13% | 10,712 | 701 | 7.0% | $3.67万 | 加仓 |
| VPU | VANGUARD WORLD FD | $55.55万 | 0.12% | 2,837 | 1,822 | 179.5% | $35.67万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $55.51万 | 0.12% | 2,010 | 2,010 | — | $55.51万 | 新建仓 |
| IWD | ISHARES TR | $55.15万 | 0.12% | 2,275 | 87 | 4.0% | $2.11万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $55.13万 | 0.12% | 51,091 | -409 | -0.8% | -$4,413 | 减仓 |
| CSX | CSX CORP | $54.44万 | 0.12% | 11,455 | 11,455 | — | $54.44万 | 新建仓 |
| WWD | WOODWARD INC | $54.40万 | 0.12% | 1,279 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $54.37万 | 0.12% | 7,961 | 7,961 | — | $54.37万 | 新建仓 |