WBI INVESTMENTS, LLC
RED BANK NJ · SEC CIK 0001397424
$3.62亿2026Q1 申报市值
275持仓数
30.5%前十大占比 · 第一大 8.2%
104 / 113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
FRANKLIN TEMPLET 新建仓+$774.07万
GLOBAL X FDS 新建仓+$430.37万
VANECK ETF TRUST 新建仓+$365.95万
TW 新建仓+$328.19万
PACER FDS TR 新建仓+$320.56万
2026Q1 卖出最多 按季末市值估算
DIREXION SHS ETF 清仓-$546.57万
VFLO 减仓-$369.01万
QQQ 减仓-$318.11万
QQQM 减仓-$257.03万
CAG 清仓-$254.73万
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 |
|---|---|---|---|---|---|---|---|---|
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -10,322 | -100.0% | -$38.74万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -3,043 | -100.0% | -$37.11万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -5,505 | -100.0% | -$36.82万 | 清仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -1,573 | -100.0% | -$36.05万 | 清仓 |
| TMFC | RBB FD INC | $0 | 0.00% | 0 | -5,011 | -100.0% | -$35.96万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -3,693 | -100.0% | -$35.87万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,581 | -100.0% | -$35.56万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,927 | -100.0% | -$34.26万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -7,329 | -100.0% | -$33.98万 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -12,681 | -100.0% | -$32.91万 | 清仓 |
| IWY | ISHARES TR | $0 | 0.00% | 0 | -1,179 | -100.0% | -$32.66万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -6,755 | -100.0% | -$32.13万 | 清仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -5,580 | -100.0% | -$31.39万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -2,587 | -100.0% | -$30.32万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,218 | -100.0% | -$30.18万 | 清仓 |
| OXM | OXFORD INDS INC | $0 | 0.00% | 0 | -8,823 | -100.0% | -$30.17万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,508 | -100.0% | -$30.13万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,610 | -100.0% | -$29.96万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | -3,605 | -100.0% | -$28.95万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -1,063 | -100.0% | -$28.83万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,252 | -100.0% | -$27.90万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -964 | -100.0% | -$27.50万 | 清仓 |
| SFNC | SIMMONS 1ST NATL CORP | $0 | 0.00% | 0 | -14,399 | -100.0% | -$27.14万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -1,141 | -100.0% | -$26.24万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -2,461 | -100.0% | -$25.22万 | 清仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,319 | -100.0% | -$25.03万 | 清仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,801 | -100.0% | -$24.94万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -8,730 | -100.0% | -$24.45万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -2,009 | -100.0% | -$24.43万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NAVIENT CORPORATION | $0 | 0.00% | 0 | -17,867 | -100.0% | -$23.23万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MOS | MOSAIC CO NEW | $0 | 0.00% | 0 | -9,476 | -100.0% | -$22.83万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -2,295 | -100.0% | -$22.79万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -3,949 | -100.0% | -$22.70万 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -2,899 | -100.0% | -$22.60万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -1,208 | -100.0% | -$22.29万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,140 | -100.0% | -$22.24万 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -3,694 | -100.0% | -$22.23万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -3,010 | -100.0% | -$21.55万 | 清仓 |
| XBIL | RBB FD INC | $0 | 0.00% | 0 | -4,302 | -100.0% | -$21.54万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,790 | -100.0% | -$21.42万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,468 | -100.0% | -$21.14万 | 清仓 |
| SCHJ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,368 | -100.0% | -$20.84万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,515 | -100.0% | -$20.64万 | 清仓 |
| SJNK | SPDR SERIES TRUST | $20.03万 | 0.06% | 8,018 | -8,016 | -50.0% | -$20.02万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $20.17万 | 0.06% | 261 | -936 | -78.2% | -$72.33万 | 减仓 |
| SHYG | ISHARES TR | $20.63万 | 0.06% | 4,875 | -423 | -8.0% | -$1.79万 | 减仓 |
| HYS | PIMCO ETF TR | $20.69万 | 0.06% | 2,219 | 2,219 | — | $20.69万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $21.06万 | 0.06% | 10,317 | -9,309 | -47.4% | -$19.00万 | 重新持有 |
| NUE | NUCOR CORP | $21.29万 | 0.06% | 1,259 | 1,259 | — | $21.29万 | 新建仓 |
| CNA | CNA FINL CORP | $21.54万 | 0.06% | 4,691 | -372 | -7.3% | -$1.71万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $21.92万 | 0.06% | 4,343 | 4,343 | — | $21.92万 | 新建仓 |
| OCFC | OCEANFIRST FINL CORP | $21.94万 | 0.06% | 12,162 | 12,162 | — | $21.94万 | 新建仓 |
| FTNT | FORTINET INC | $22.02万 | 0.06% | 2,694 | -3,404 | -55.8% | -$27.82万 | 减仓 |
| WFC | WELLS FARGO & CO | $22.74万 | 0.06% | 2,856 | -16 | -0.6% | -$1,274 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $23.66万 | 0.07% | 852 | -1,214 | -58.8% | -$33.72万 | 减仓 |
| CPA | COPA HOLDINGS SA | $23.87万 | 0.07% | 2,101 | 2,101 | — | $23.87万 | 新建仓 |
| XYZ | BLOCK INC | $24.43万 | 0.07% | 4,060 | 4,060 | — | $24.43万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.88万 | 0.07% | 383 | 29 | 8.2% | $1.88万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $24.99万 | 0.07% | 847 | 65 | 8.3% | $1.92万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $25.05万 | 0.07% | 9,770 | 755 | 8.4% | $1.94万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $25.07万 | 0.07% | 3,276 | 251 | 8.3% | $1.92万 | 加仓 |
| SLB | SLB LIMITED | $25.16万 | 0.07% | 4,896 | 4,896 | — | $25.16万 | 新建仓 |
| DG | DOLLAR GEN CORP | $25.17万 | 0.07% | 2,120 | 2,120 | — | $25.17万 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO | $26.19万 | 0.07% | 4,921 | 4,921 | — | $26.19万 | 新建仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $26.48万 | 0.07% | 5,046 | 5,046 | — | $26.48万 | 新建仓 |
| XEL | XCEL ENERGY INC | $26.55万 | 0.07% | 3,342 | 3,342 | — | $26.55万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $27.61万 | 0.08% | 4,592 | 4,592 | — | $27.61万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $27.76万 | 0.08% | 161 | -45 | -21.8% | -$7.76万 | 减仓 |
| UPBD | UPBOUND GROUP INC | $27.95万 | 0.08% | 15,484 | 432 | 2.9% | $7,798 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $27.98万 | 0.08% | 2,549 | -5,661 | -69.0% | -$62.15万 | 重新持有 |
| NWBI | NORTHWEST BANCSHARES INC | $28.02万 | 0.08% | 22,083 | 3,734 | 20.3% | $4.74万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $28.06万 | 0.08% | 6,516 | 6,516 | — | $28.06万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $28.10万 | 0.08% | 5,857 | -48,409 | -89.2% | -$232.22万 | 重新持有 |
| TEL | TE CONNECTIVITY PLC | $28.66万 | 0.08% | 1,371 | 38 | 2.9% | $7,943 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $28.94万 | 0.08% | 3,079 | 78 | 2.6% | $7,330 | 加仓 |
| SMDV | PROSHARES TR | $29.17万 | 0.08% | 4,241 | -5,997 | -58.6% | -$41.25万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $29.25万 | 0.08% | 7,299 | 7,299 | — | $29.25万 | 新建仓 |
| UTWO | RBB FD INC | $29.57万 | 0.08% | 6,124 | 6,124 | — | $29.57万 | 新建仓 |
| BRO | BROWN & BROWN INC | $29.70万 | 0.08% | 4,555 | -19,351 | -80.9% | -$126.18万 | 减仓 |
| MBCE | NORTHERN LTS FD TR IV | $29.95万 | 0.08% | 8,685 | 8,685 | — | $29.95万 | 新建仓 |
| MSSS | NORTHERN LTS FD TR IV | $29.98万 | 0.08% | 10,026 | 10,026 | — | $29.98万 | 新建仓 |
| PFS | PROVIDENT FINL SVCS INC | $30.01万 | 0.08% | 14,182 | 2,709 | 23.6% | $5.73万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $30.04万 | 0.08% | 8,254 | -1,412 | -14.6% | -$5.14万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $30.51万 | 0.08% | 1,513 | -3,860 | -71.8% | -$77.83万 | 减仓 |
| TOL | TOLL BROTHERS INC | $30.64万 | 0.08% | 2,245 | 417 | 22.8% | $5.69万 | 加仓 |
| MSCI | MSCI INC | $31.84万 | 0.09% | 591 | 60 | 11.3% | $3.23万 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $32.07万 | 0.09% | 293 | -585 | -66.6% | -$64.04万 | 减仓 |
| THG | HANOVER INS GROUP INC | $32.12万 | 0.09% | 1,853 | 538 | 40.9% | $9.33万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $32.68万 | 0.09% | 2,517 | -383 | -13.2% | -$4.97万 | 重新持有 |