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
GSIE GOLDMAN SACHS ETF TR $54.29万0.12%11,880 2,70829.5% $12.38万 加仓
CASY CASEYS GEN STORES INC $54.20万0.12%683 -799-53.9% -$63.41万 减仓
BUD ANHEUSER BUSCH INBEV SA NV $53.60万0.12%6,505 6,505— $53.60万 新建仓
CNC CENTENE CORP DEL $53.50万0.12%8,334 8,334— $53.50万 新建仓
NFLX NETFLIX INC. $53.39万0.12%7,478 -150-2.0% -$1.07万 减仓
AMGN AMGEN INC $53.30万0.12%1,472 46446.0% $16.80万 加仓
MAR MARRIOTT INTL INC NEW $53.25万0.12%1,437 282.0% $1.04万 加仓
VZ VERIZON COMMUNICATIONS INC $52.77万0.12%12,464 -324-2.5% -$1.37万 减仓
— PACER FDS TR $52.07万0.12%11,064 2182.0% $1.03万 加仓
VGT VANGUARD WORLD FD $51.68万0.12%4,324 601.4% $7,171 加仓
DE DEERE & CO $51.20万0.11%807 436117.5% $27.66万 加仓
CORO BLACKROCK ETF TRUST $51.03万0.11%13,942 13,942— $51.03万 新建仓
FAPR FIRST TR EXCHNG TRADED FD VI $50.89万0.11%10,887 10,887— $50.89万 新建仓
MSCI MSCI INC $50.52万0.11%902 40079.7% $22.40万 加仓
JCI JOHNSON CONTROLS INTERNATION $50.49万0.11%3,456 -357-9.4% -$5.22万 减仓
ITW ILLINOIS TOOL WKS INC $50.15万0.11%1,854 10.1% $270 加仓
SPTL SPDR SERIES TRUST $49.57万0.11%18,900 18,900— $49.57万 新建仓
DLR DIGITAL RLTY TR INC $49.44万0.11%2,753 2,753— $49.44万 新建仓
BLCR BLACKROCK ETF TRUST $49.36万0.11%9,799 -9,135-48.2% -$46.01万 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
FJAN FIRST TR EXCHNG TRADED FD VI $47.93万0.11%8,701 -3,076-26.1% -$16.95万 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $47.81万0.11%1,758 1,758— $47.81万 新建仓
TXN TEXAS INSTRS INC $47.55万0.11%1,595 18613.2% $5.55万 加仓
DOW DOW HLDGS INC $47.54万0.11%17,376 17,376— $47.54万 新建仓
IJH ISHARES TR $46.88万0.10%6,080 310.5% $2,390 加仓
GMAY FIRST TR EXCHNG TRADED FD VI $46.86万0.10%10,888 10,888— $46.86万 新建仓
GJUN FIRST TR EXCHNG TRADED FD VI $46.47万0.10%11,283 11,283— $46.47万 新建仓
BSV VANGUARD BD INDEX FDS $46.43万0.10%5,958 -999-14.4% -$7.78万 减仓
DGRW WISDOMTREE TR $46.40万0.10%4,853 -75-1.5% -$7,172 减仓
IQDG WISDOMTREE TR $46.12万0.10%10,698 3963.8% $1.71万 加仓
CLOI VANECK ETF TRUST $45.96万0.10%8,680 8,680— $45.96万 新建仓
GSLC GOLDMAN SACHS ETF TR $45.67万0.10%3,219 66025.8% $9.36万 加仓
GLW CORNING INC $44.93万0.10%1,759 -298-14.5% -$7.61万 减仓
VDE VANGUARD WORLD FD $44.83万0.10%2,984 2,984— $44.83万 新建仓
— FIRST TR EXCHNG TRADED FD VI $44.69万0.10%10,873 5815.6% $2.39万 加仓
PH PARKER-HANNIFIN CORP $44.26万0.10%453 -482-51.6% -$47.10万 减仓
E ENI SPA $44.05万0.10%9,400 9,400— $44.05万 新建仓
CLS CELESTICA INC $44.03万0.10%1,207 -1,503-55.5% -$54.83万 减仓
JFR NUVEEN FLOATING RATE INCOME $43.95万0.10%57,298 5,60510.8% $4.30万 加仓
RKLB ROCKET LAB CORP $43.81万0.10%4,310 -3,314-43.5% -$33.69万 减仓
BXMT BLACKSTONE MORTGAGE TRUST IN $43.78万0.10%25,828 -25,620-49.8% -$43.43万 减仓
ET ENERGY TRANSFER L P $43.40万0.10%22,696 740.3% $1,415 加仓
TLH ISHARES TR $43.13万0.10%4,298 -981-18.6% -$9.84万 减仓
IALT BLACKROCK ETF TRUST $43.09万0.10%15,363 15,363— $43.09万 新建仓
BSCT INVESCO EXCH TRD SLF IDX FD $42.76万0.10%23,018 00.0% — 不变
SLV ISHARES SILVER TR $42.43万0.10%7,936 82211.6% $4.40万 加仓
FTHY FIRST TR HIGH YIELD OPPRT 20 $42.43万0.10%30,972 -1,370-4.2% -$1.88万 减仓
SPAB SPDR SERIES TRUST $42.32万0.09%16,584 16,584— $42.32万 新建仓
APP APPLOVIN CORP $42.20万0.09%819 22938.8% $11.80万 加仓
SPSM SPDR SERIES TRUST $41.83万0.09%7,253 7,253— $41.83万 新建仓
UPS UNITED PARCEL SVCS INC $41.64万0.09%3,875 2216.0% $2.38万 加仓
VIOO VANGUARD ADMIRAL FDS INC $41.63万0.09%3,027 60.2% $825 加仓
SGOV ISHARES TR $41.53万0.09%4,126 1,30546.3% $13.14万 加仓
GM GENERAL MTRS CO $40.95万0.09%5,313 -862-14.0% -$6.64万 重新持有
SLYG SPDR SERIES TRUST $40.65万0.09%3,412 3,412— $40.65万 新建仓
FTSM FIRST TR EXCHANGE-TRADED FD $40.47万0.09%6,776 -4,762-41.3% -$28.44万 减仓
SMH VANECK ETF TRUST $39.81万0.09%607 607— $39.81万 新建仓
EES WISDOMTREE TR $39.39万0.09%5,811 00.0% — 不变
BND VANGUARD BD INDEX FDS $38.95万0.09%5,306 49510.3% $3.63万 加仓
SOXX ISHARES TR $38.89万0.09%607 607— $38.89万 新建仓
THRO BLACKROCK ETF TRUST $38.63万0.09%8,960 -19,988-69.0% -$86.17万 减仓
PFE PFIZER INC $38.59万0.09%16,025 8105.3% $1.95万 加仓
PHM PULTE GROUP INC $38.27万0.09%2,789 2,789— $38.27万 新建仓
THQ ABRDN HEALTHCARE OPPORTUNITI $38.09万0.09%20,336 1,6368.7% $3.06万 加仓
VEU VANGUARD INTL EQUITY INDEX F $37.92万0.08%4,528 00.0% — 不变
KMI KINDER MORGAN INC DEL $37.69万0.08%11,789 -487-4.0% -$1.56万 减仓
ECL ECOLAB INC $37.53万0.08%1,347 80.6% $2,229 加仓
VXUS VANGUARD STAR FDS $37.41万0.08%4,376 962.2% $8,207 加仓
RWJ INVESCO EXCH TRADED FD TR II $37.36万0.08%6,278 -72-1.1% -$4,284 减仓
VXF VANGUARD INDEX FDS $37.30万0.08%1,514 1198.5% $2.93万 加仓
ROP ROPER TECHNOLOGIES INC $37.22万0.08%1,100 00.0% — 不变
BSCQ INVESCO EXCH TRD SLF IDX FD $36.66万0.08%18,776 00.0% — 不变
GRID FIRST TR EXCHANGE-TRADED FD $36.54万0.08%1,905 -223-10.5% -$4.28万 减仓
XLU SELECT SECTOR SPDR TR $36.41万0.08%8,031 660.8% $2,992 加仓
MO ALTRIA GROUP INC $36.35万0.08%5,052 -494-8.9% -$3.55万 减仓
JPST J P MORGAN EXCHANGE TRADED F $36.26万0.08%7,171 1532.2% $7,737 加仓
IQLT ISHARES TR $35.92万0.08%7,249 4186.1% $2.07万 加仓
AFMC FIRST TR EXCHNG TRADED FD VI $35.82万0.08%8,741 5867.2% $2.40万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $35.81万0.08%18,255 00.0% — 不变
IDEF BLACKROCK ETF TRUST $35.74万0.08%11,247 1,20212.0% $3.82万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $35.51万0.08%7,206 -7,106-49.7% -$35.02万 减仓
KDP KEURIG DR PEPPER INC $35.27万0.08%10,773 930.9% $3,044 加仓
SMCI SUPER MICRO COMPUTER INC $35.13万0.08%11,977 2,10021.3% $6.16万 加仓
UUUU ENERGY FUELS INC $34.93万0.08%24,084 -3,608-13.0% -$5.23万 减仓
FHLC FIDELITY COVINGTON TRUST $34.76万0.08%4,497 4,497— $34.76万 新建仓
SPMD SPDR SERIES TRUST $34.56万0.08%5,116 5,116— $34.56万 新建仓
— FIRST TR EXCHNG TRADED FD VI $34.38万0.08%10,073 -760-7.0% -$2.59万 减仓
UBER UBER TECHNOLOGIES INC $34.35万0.08%4,760 3568.1% $2.57万 加仓
GGOV BLACKROCK ETF TRUST II $34.01万0.08%6,762 6,762— $34.01万 新建仓
AIQ GLOBAL X FDS $34.00万0.08%5,180 1743.5% $1.14万 加仓
XAR SPDR SERIES TRUST $33.84万0.08%1,192 1,192— $33.84万 新建仓
— FIRST TR EXCH TRADED FD III $33.80万0.08%16,375 6023.8% $1.24万 加仓
VMBS VANGUARD SCOTTSDALE FDS $33.75万0.08%7,210 -533-6.9% -$2.50万 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $33.61万0.08%8,493 -84-1.0% -$3,324 减仓
USMF WISDOMTREE TR $33.47万0.07%6,170 751.2% $4,068 加仓
COIN COINBASE GLOBAL INC $32.29万0.07%2,209 -1,649-42.7% -$24.11万 减仓
ORCL ORACLE CORP $32.29万0.07%2,203 65041.9% $9.53万 重新持有
FITB FIFTH THIRD BANCORP $32.10万0.07%5,696 300.5% $1,691 加仓
T AT&T INC $31.80万0.07%15,360 -15,806-50.7% -$32.72万 减仓
CYD CHINA YUCHAI INTL LTD $31.49万0.07%6,642 6,642— $31.49万 新建仓