WORLD EQUITY GROUP, INC.
SCHAUMBURG IL · SEC CIK 0000878770
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,995.04万 | 5.17% | 78,611 | -1,448 | -1.8% | -$36.75万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,379.29万 | 3.57% | 23,898 | -239 | -1.0% | -$13.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,147.71万 | 2.97% | 31,005 | 1,782 | 6.1% | $65.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,035.13万 | 2.68% | 59,354 | 2,821 | 5.0% | $49.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $786.20万 | 2.04% | 12,089 | -238 | -1.9% | -$15.48万 | 减仓 |
| AMZN | AMAZON COM INC | $749.82万 | 1.94% | 36,002 | 1,597 | 4.6% | $33.26万 | 加仓 |
| GLD | SPDR GOLD TR | $597.11万 | 1.55% | 13,877 | -4,266 | -23.5% | -$183.56万 | 减仓 |
| AVGO | BROADCOM INC | $596.49万 | 1.54% | 19,274 | 9,878 | 105.1% | $305.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $595.05万 | 1.54% | 40,679 | 733 | 1.8% | $10.72万 | 加仓 |
| GOOGL | ALPHABET INC | $580.10万 | 1.50% | 20,173 | 733 | 3.8% | $21.08万 | 加仓 |
| META | META PLATFORMS INC | $520.18万 | 1.35% | 9,092 | 352 | 4.0% | $20.14万 | 加仓 |
| CAT | CATERPILLAR INC | $496.43万 | 1.29% | 7,008 | 3,389 | 93.6% | $240.07万 | 加仓 |
| IVV | ISHARES TR | $492.56万 | 1.28% | 7,539 | -290 | -3.7% | -$18.95万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $452.93万 | 1.17% | 168,627 | 559 | 0.3% | $1.50万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $437.52万 | 1.13% | 7,320 | 38 | 0.5% | $2.27万 | 加仓 |
| — | EXXON MOBIL CORP | $434.78万 | 1.13% | 25,627 | -143 | -0.6% | -$2.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $424.89万 | 1.10% | 20,536 | 9,618 | 88.1% | $199.00万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $421.22万 | 1.09% | 124,732 | 1,177 | 1.0% | $3.97万 | 加仓 |
| TSLA | TESLA INC | $417.32万 | 1.08% | 11,226 | 1,680 | 17.6% | $62.45万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $405.86万 | 1.05% | 114,910 | 1,558 | 1.4% | $5.50万 | 加仓 |
| — | LISTED FDS TR | $366.39万 | 0.95% | 136,778 | 15,488 | 12.8% | $41.49万 | 加仓 |
| — | LISTED FDS TR | $340.18万 | 0.88% | 132,403 | 24,993 | 23.3% | $64.21万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $336.68万 | 0.87% | 53,936 | -2,118 | -3.8% | -$13.22万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $324.84万 | 0.84% | 6,845 | -1,636 | -19.3% | -$77.64万 | 减仓 |
| KO | COCA COLA CO | $324.21万 | 0.84% | 42,632 | 21,210 | 99.0% | $161.30万 | 加仓 |
| GOOG | ALPHABET INC | $322.80万 | 0.84% | 11,253 | 732 | 7.0% | $21.00万 | 加仓 |
| C | CITIGROUP INC | $303.08万 | 0.78% | 26,724 | 12,126 | 83.1% | $137.52万 | 加仓 |
| WMT | WALMART INC | $296.72万 | 0.77% | 23,875 | -3,421 | -12.5% | -$42.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $291.98万 | 0.76% | 6,093 | -218 | -3.5% | -$10.45万 | 减仓 |
| BAC | BANK AMERICA CORP | $291.84万 | 0.76% | 59,864 | -13,784 | -18.7% | -$67.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $268.15万 | 0.69% | 9,116 | 667 | 7.9% | $19.62万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $254.75万 | 0.66% | 3,011 | 583 | 24.0% | $49.32万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $234.74万 | 0.61% | 84,288 | 5,893 | 7.5% | $16.41万 | 加仓 |
| IJR | ISHARES TR | $230.05万 | 0.60% | 18,506 | -28 | -0.2% | -$3,481 | 减仓 |
| CSCO | CISCO SYS INC | $218.77万 | 0.57% | 28,196 | 14,281 | 102.6% | $110.80万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $207.64万 | 0.54% | 125,008 | 74,608 | 148.0% | $123.92万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $191.88万 | 0.50% | 4,393 | -596 | -11.9% | -$26.03万 | 减仓 |
| MCD | MCDONALDS CORP | $189.76万 | 0.49% | 6,106 | 256 | 4.4% | $7.96万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $186.33万 | 0.48% | 14,021 | -2,582 | -15.6% | -$34.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $184.37万 | 0.48% | 56,403 | 23,290 | 70.3% | $76.13万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $183.85万 | 0.48% | 5,440 | 256 | 4.9% | $8.65万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $182.76万 | 0.47% | 59,569 | -9,749 | -14.1% | -$29.91万 | 减仓 |
| LLY | ELI LILLY & CO | $173.28万 | 0.45% | 1,884 | -31 | -1.6% | -$2.85万 | 减仓 |
| ABBV | ABBVIE INC | $171.36万 | 0.44% | 7,879 | 91 | 1.2% | $1.98万 | 加仓 |
| IVW | ISHARES TR | $164.15万 | 0.43% | 14,506 | 588 | 4.2% | $6.65万 | 加仓 |
| — | BNY MELLON ETF TRUST | $161.12万 | 0.42% | 33,984 | 17,582 | 107.2% | $83.36万 | 加仓 |
| ETN | EATON CORP PLC | $159.95万 | 0.41% | 4,472 | 24 | 0.5% | $8,584 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $158.56万 | 0.41% | 6,486 | 16 | 0.2% | $3,911 | 加仓 |
| CB | CHUBB LTD SWITZ | $156.64万 | 0.41% | 4,806 | 3,214 | 201.9% | $104.75万 | 加仓 |
| IUSB | ISHARES TR | $156.00万 | 0.40% | 33,773 | 2,393 | 7.6% | $11.05万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $154.79万 | 0.40% | 74,852 | 4,698 | 6.7% | $9.72万 | 加仓 |
| VB | VANGUARD INDEX FDS | $147.73万 | 0.38% | 5,640 | 156 | 2.8% | $4.09万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $147.23万 | 0.38% | 24,380 | -16,116 | -39.8% | -$97.32万 | 减仓 |
| CME | CME GROUP INC | $146.91万 | 0.38% | 4,974 | 4,063 | 446.0% | $120.00万 | 加仓 |
| COWZ | PACER FDS TR | $142.92万 | 0.37% | 22,844 | -4,752 | -17.2% | -$29.73万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $139.86万 | 0.36% | 7,128 | -1,620 | -18.5% | -$31.79万 | 减仓 |
| DDWM | WISDOMTREE TR | $139.07万 | 0.36% | 31,528 | 1,262 | 4.2% | $5.57万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $138.97万 | 0.36% | 16,770 | 13,593 | 427.9% | $112.64万 | 加仓 |
| PFFA | ETFIS SER TR I | $138.52万 | 0.36% | 68,037 | 14,428 | 26.9% | $29.38万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $137.47万 | 0.36% | 25,028 | 1,395 | 5.9% | $7.66万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $132.86万 | 0.34% | 57,614 | 2,390 | 4.3% | $5.51万 | 加仓 |
| HD | HOME DEPOT INC | $131.94万 | 0.34% | 4,012 | -55 | -1.4% | -$1.81万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.59万 | 0.34% | 24,575 | -717 | -2.8% | -$3.78万 | 减仓 |
| IVE | ISHARES TR | $129.29万 | 0.33% | 6,123 | -676 | -9.9% | -$14.27万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $128.96万 | 0.33% | 8,894 | -122 | -1.4% | -$1.77万 | 减仓 |
| EFV | ISHARES TR | $127.39万 | 0.33% | 17,135 | 1,891 | 12.4% | $14.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $127.30万 | 0.33% | 8,814 | 497 | 6.0% | $7.18万 | 加仓 |
| MRK | MERCK & CO INC | $123.86万 | 0.32% | 10,296 | 120 | 1.2% | $1.44万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $118.52万 | 0.31% | 5,547 | -1,173 | -17.5% | -$25.06万 | 减仓 |
| CFO | VICTORY PORTFOLIOS II | $117.21万 | 0.30% | 15,807 | -423 | -2.6% | -$3.14万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $116.49万 | 0.30% | 20,019 | -3,848 | -16.1% | -$22.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $115.52万 | 0.30% | 4,766 | -140 | -2.9% | -$3.39万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $115.47万 | 0.30% | 121,800 | -6,000 | -4.7% | -$5.69万 | 减仓 |
| V | VISA INC | $115.18万 | 0.30% | 3,811 | 275 | 7.8% | $8.31万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $115.07万 | 0.30% | 7,849 | 3,208 | 69.1% | $47.03万 | 加仓 |
| TJX | TJX COS INC NEW | $114.04万 | 0.30% | 7,141 | 909 | 14.6% | $14.52万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $112.26万 | 0.29% | 34,070 | 17,850 | 110.0% | $58.82万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $111.42万 | 0.29% | 35,857 | -119 | -0.3% | -$3,698 | 减仓 |
| IEMG | ISHARES INC | $110.08万 | 0.29% | 15,781 | -1,513 | -8.7% | -$10.55万 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $108.42万 | 0.28% | 17,808 | 2,068 | 13.1% | $12.59万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $107.95万 | 0.28% | 1,482 | 749 | 102.2% | $54.56万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $107.54万 | 0.28% | 64,126 | 1,072 | 1.7% | $1.80万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $107.40万 | 0.28% | 40,882 | -238 | -0.6% | -$6,252 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $104.88万 | 0.27% | 28,948 | 14,965 | 107.0% | $54.22万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $104.84万 | 0.27% | 21,235 | -235 | -1.1% | -$1.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $104.25万 | 0.27% | 5,125 | 103 | 2.1% | $2.10万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $103.26万 | 0.27% | 11,526 | 5,351 | 86.7% | $47.94万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $101.90万 | 0.26% | 30,266 | -587 | -1.9% | -$1.98万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $100.54万 | 0.26% | 12,441 | 12,441 | — | $100.54万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $99.86万 | 0.26% | 1,421 | 1,421 | — | $99.86万 | 新建仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $98.78万 | 0.26% | 46,266 | 23,882 | 106.7% | $50.99万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $98.52万 | 0.26% | 51,448 | 25,828 | 100.8% | $49.46万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $98.17万 | 0.25% | 12,826 | 1,701 | 15.3% | $13.02万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $97.95万 | 0.25% | 2,509 | -36 | -1.4% | -$1.41万 | 减仓 |
| AOA | ISHARES TR | $96.53万 | 0.25% | 10,909 | 85 | 0.8% | $7,522 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $95.14万 | 0.25% | 955 | 143 | 17.6% | $14.25万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $91.33万 | 0.24% | 5,647 | -598 | -9.6% | -$9.67万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $90.36万 | 0.23% | 2,816 | -282 | -9.1% | -$9.05万 | 减仓 |
| T | AT&T INC | $90.36万 | 0.23% | 31,166 | 16,347 | 110.3% | $47.39万 | 加仓 |
| EXC | EXELON CORP | $90.20万 | 0.23% | 18,401 | 1 | 0.0% | $49 | 加仓 |