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
XLC SELECT SECTOR SPDR TR $31.47万0.07%2,936 53522.3% $5.73万 加仓
VOOG VANGUARD ADMIRAL FDS INC $31.42万0.07%3,803 -49-1.3% -$4,049 减仓
NUE NUCOR CORP $31.10万0.07%1,396 1,396— $31.10万 新建仓
ASTS AST SPACEMOBILE INC $31.07万0.07%3,497 -13,273-79.1% -$117.94万 减仓
SSO PROSHARES TR $30.88万0.07%4,583 -129-2.7% -$8,693 减仓
— EXCHANGE LISTED FDS TR $30.67万0.07%4,770 1844.0% $1.18万 加仓
— NORTHERN LIGHTS FD TR $30.49万0.07%9,459 -460-4.6% -$1.48万 减仓
NVG NUVEEN AMT FREE MUN CR INC F $29.76万0.07%23,250 -200-0.9% -$2,560 减仓
SPYV SPDR SERIES TRUST $29.66万0.07%4,877 4,877— $29.66万 新建仓
DLS WISDOMTREE TR $29.49万0.07%3,508 752.2% $6,305 加仓
— NEOS ETF TRUST $29.47万0.07%5,985 1,60836.7% $7.92万 加仓
DIS DISNEY WALT CO $29.41万0.07%3,056 47218.3% $4.54万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $29.10万0.07%3,589 -381-9.6% -$3.09万 减仓
IBTG ISHARES TR $28.81万0.06%12,588 00.0% — 不变
MXL MAXLINEAR INC $28.51万0.06%2,227 2,227— $28.51万 新建仓
KHPI MANAGED PORTFOLIO SER $28.23万0.06%10,928 -5,089-31.8% -$13.14万 减仓
SLB SLB LIMITED $28.19万0.06%6,063 -86-1.4% -$3,998 减仓
EAT BRINKER INTL INC $27.65万0.06%1,646 -1,498-47.6% -$25.17万 减仓
VBR VANGUARD INDEX FDS $27.48万0.06%1,131 70.6% $1,701 加仓
CVSA COVISTA INC $27.36万0.06%2,195 783.7% $9,723 加仓
DSL DOUBLELINE INCOME SOLUTIONS $27.31万0.06%24,696 6,11632.9% $6.76万 加仓
— FIRST TR EXCHNG TRADED FD VI $27.24万0.06%8,966 -1,373-13.3% -$4.17万 减仓
CGGR CAPITAL GROUP GROWTH ETF $26.72万0.06%5,660 -5,660-50.0% -$26.72万 减仓
QUAL ISHARES TR $26.67万0.06%1,213 -2,702-69.0% -$59.40万 减仓
TIGO MILLICOM INTL CELLULAR S A $26.64万0.06%2,935 -527-15.2% -$4.78万 减仓
GPIQ GOLDMAN SACHS ETF TR $26.61万0.06%4,487 00.0% — 不变
GPIX GOLDMAN SACHS ETF TR $26.58万0.06%4,784 00.0% — 不变
AIRR FIRST TR EXCHANGE TRADED FD $26.53万0.06%1,991 201.0% $2,665 加仓
PNR PENTAIR PLC $26.43万0.06%3,448 00.0% — 不变
HYTR NORTHERN LTS FD TR III $26.07万0.06%12,204 4433.8% $9,462 加仓
GDX VANECK ETF TRUST $25.78万0.06%3,417 200.6% $1,509 加仓
BIV VANGUARD BD INDEX FDS $25.77万0.06%3,360 -443-11.6% -$3.40万 减仓
IBTH ISHARES TR $25.74万0.06%11,505 00.0% — 不变
XLE SELECT SECTOR SPDR TR $25.50万0.06%4,801 1593.4% $8,445 加仓
DY DYCOM INDS INC $25.48万0.06%504 504— $25.48万 新建仓
SBUX STARBUCKS CORP $25.25万0.06%2,471 -96-3.7% -$9,811 重新持有
EPD ENTERPRISE PRODS PARTNERS L $24.82万0.06%6,751 661.0% $2,426 加仓
DUK DUKE ENERGY CORP NEW $24.66万0.06%1,948 -28-1.4% -$3,545 减仓
TLT ISHARES TR $24.49万0.05%2,830 2,830— $24.49万 新建仓
VIOG VANGUARD ADMIRAL FDS INC $24.38万0.05%1,589 -57-3.5% -$8,745 减仓
— TIDAL TRUST I $24.32万0.05%13,504 13,504— $24.32万 新建仓
CGUS CAPITAL GROUP CORE EQUITY ET $24.13万0.05%5,424 -5,424-50.0% -$24.13万 减仓
CL COLGATE PALMOLIVE CO $23.97万0.05%2,614 -2,598-49.8% -$23.82万 减仓
DBL DOUBLELINE OPPORTUNISTIC CR $23.87万0.05%16,600 5,50049.5% $7.91万 加仓
LOW LOWES COS INC $23.86万0.05%1,082 -11-1.0% -$2,425 减仓
OKE ONEOK INC NEW $23.47万0.05%2,699 -20-0.7% -$1,739 减仓
KGC KINROSS GOLD CORP $23.45万0.05%9,927 6627.1% $1.56万 加仓
AMAT APPLIED MATLS INC $23.43万0.05%324 -1,529-82.5% -$110.59万 减仓
— SP FUNDS TRUST $23.20万0.05%4,752 4,752— $23.20万 新建仓
IEFA ISHARES TR $23.16万0.05%2,398 -179-6.9% -$1.73万 减仓
GWX SPDR INDEX SHS FDS $23.11万0.05%5,280 5,280— $23.11万 新建仓
— EXCHANGE LISTED FDS TR $23.09万0.05%3,315 -883-21.0% -$6.15万 重新持有
— WISDOMTREE TR $22.80万0.05%5,568 5,568— $22.80万 新建仓
FNDE SCHWAB STRATEGIC TR $22.26万0.05%5,599 851.5% $3,379 加仓
MA MASTERCARD INCORPORATED $22.09万0.05%430 5815.6% $2.98万 重新持有
BLV VANGUARD BD INDEX FDS $21.88万0.05%3,175 -875-21.6% -$6.03万 减仓
— BNY MELLON ETF TRUST $21.79万0.05%4,038 -2,822-41.1% -$15.23万 减仓
— NEOS ETF TRUST $21.57万0.05%4,393 1182.8% $5,795 加仓
BNS BANK NOVA SCOTIA B C $21.38万0.05%2,464 2,464— $21.38万 新建仓
VCSH VANGUARD SCOTTSDALE FDS $21.20万0.05%2,683 00.0% — 不变
GEM GOLDMAN SACHS ETF TR $21.20万0.05%4,076 4,076— $21.20万 新建仓
CDE COEUR MNG INC $21.17万0.05%12,972 -9,674-42.7% -$15.79万 减仓
CGGE CAPITAL GROUP GLOBAL EQUITY $20.96万0.05%5,949 -5,949-50.0% -$20.96万 减仓
IEI ISHARES TR $20.67万0.05%1,760 1,760— $20.67万 新建仓
NEM NEWMONT CORP $20.58万0.05%2,203 -3,812-63.4% -$35.60万 重新持有
CSTM CONSTELLIUM SE $20.45万0.05%6,416 6,416— $20.45万 新建仓
RYLD GLOBAL X FDS $20.27万0.05%12,675 1,17710.2% $1.88万 加仓
TQQQ PROSHARES TR $20.25万0.05%2,500 -4,802-65.8% -$38.90万 减仓
— TIDAL TRUST II $17.91万0.04%22,163 4,36324.5% $3.53万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $17.24万0.04%10,523 00.0% — 不变
NEXA NEXA RES S A $16.07万0.04%13,128 13,128— $16.07万 新建仓
BBAI BIGBEAR AI HLDGS INC $10.72万0.02%29,200 00.0% — 不变
— TIDAL TRUST II $9.56万0.02%10,664 10,664— $9.56万 新建仓
— TIDAL TRUST II $7.89万0.02%15,587 4,33938.6% $2.20万 加仓
GETYQ GETTY IMAGES HOLDINGS INC $8,6000.00%10,000 10,000— $8,600 新建仓
— BNY MELLON ETF TRUST $00.00%0 -33,984-100.0% -$161.12万 清仓
FLQM FRANKLIN TEMPLETON ETF TR $00.00%0 -25,028-100.0% -$137.47万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -12,441-100.0% -$100.54万 清仓
LITE LUMENTUM HLDGS INC $00.00%0 -1,421-100.0% -$99.86万 清仓
CVNA CARVANA CO $00.00%0 -11,810-100.0% -$74.26万 清仓
LDUR PIMCO ETF TR $00.00%0 -7,693-100.0% -$73.71万 清仓
PHYS SPROTT ASSET MANAGEMENT LP $00.00%0 -20,659-100.0% -$73.22万 清仓
SU SUNCOR ENERGY INC NEW $00.00%0 -10,229-100.0% -$67.63万 清仓
HL HECLA MINING COMPANY $00.00%0 -34,636-100.0% -$64.53万 清仓
ALB ALBEMARLE CORP $00.00%0 -3,509-100.0% -$63.00万 清仓
FDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,932-100.0% -$59.33万 清仓
FNOV FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,018-100.0% -$58.83万 清仓
FOCT FIRST TR EXCHNG TRADED FD VI $00.00%0 -12,100-100.0% -$57.69万 清仓
BINC BLACKROCK ETF TRUST II $00.00%0 -11,030-100.0% -$57.29万 清仓
FMAR FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,789-100.0% -$57.17万 清仓
AHR AMERICAN HEALTHCARE REIT INC $00.00%0 -12,118-100.0% -$57.15万 清仓
FSEP FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,215-100.0% -$56.45万 清仓
AVSF AMERICAN CENTY ETF TR $00.00%0 -12,061-100.0% -$56.45万 清仓
WELL WELLTOWER INC $00.00%0 -2,751-100.0% -$54.39万 清仓
LAUR LAUREATE ED INC $00.00%0 -15,505-100.0% -$54.02万 清仓
XEL XCEL ENERGY INC $00.00%0 -6,561-100.0% -$52.12万 清仓
CVS CVS HEALTH CORP $00.00%0 -6,932-100.0% -$49.79万 清仓
— MANAGED PORTFOLIO SERIES $00.00%0 -11,620-100.0% -$47.00万 清仓
PSLV SPROTT ASSET MANAGEMENT LP $00.00%0 -19,203-100.0% -$46.84万 清仓
GH GUARDANT HEALTH INC $00.00%0 -4,467-100.0% -$41.26万 清仓