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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $239.48万 | 0.66% | 24,342 | -7,051 | -22.5% | -$69.37万 | 减仓 |
| SMH | VANECK ETF TRUST | $241.08万 | 0.67% | 6,288 | -1,653 | -20.8% | -$63.38万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $247.60万 | 0.68% | 40,825 | -30,250 | -42.6% | -$183.47万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $251.30万 | 0.69% | 14,488 | 9,369 | 183.0% | $162.51万 | 加仓 |
| BBY | BEST BUY INC | $262.96万 | 0.73% | 40,959 | 26,858 | 190.5% | $172.43万 | 加仓 |
| PRI | PRIMERICA INC | $265.33万 | 0.73% | 10,593 | 2,065 | 24.2% | $51.72万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $271.72万 | 0.75% | 20,093 | 9,226 | 84.9% | $124.76万 | 加仓 |
| AROC | ARCHROCK INC | $273.78万 | 0.76% | 78,671 | 78,671 | — | $273.78万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $284.13万 | 0.78% | 71,968 | -93,467 | -56.5% | -$369.01万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $288.14万 | 0.80% | 12,126 | -10,817 | -47.1% | -$257.03万 | 减仓 |
| QQQ | INVESCO QQQ TR | $289.08万 | 0.80% | 5,008 | -5,511 | -52.4% | -$318.11万 | 减仓 |
| SDCI | USCF ETF TR | $295.18万 | 0.81% | 108,361 | 108,361 | — | $295.18万 | 新建仓 |
| — | PACER FDS TR | $320.56万 | 0.88% | 168,891 | 168,891 | — | $320.56万 | 新建仓 |
| PFE | PFIZER INC | $321.84万 | 0.89% | 114,615 | -18,878 | -14.1% | -$53.01万 | 减仓 |
| EIX | EDISON INTL | $327.59万 | 0.90% | 44,765 | -1,678 | -3.6% | -$12.28万 | 减仓 |
| TW | TRADEWEB MKTS INC | $328.19万 | 0.91% | 27,893 | 27,893 | — | $328.19万 | 新建仓 |
| HPQ | HP INC | $353.83万 | 0.98% | 184,190 | 160,147 | 666.1% | $307.64万 | 加仓 |
| — | VANECK ETF TRUST | $365.95万 | 1.01% | 98,329 | 98,329 | — | $365.95万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $367.87万 | 1.02% | 73,281 | -7,161 | -8.9% | -$35.95万 | 减仓 |
| OKE | ONEOK INC NEW | $404.31万 | 1.12% | 44,729 | -2,630 | -5.6% | -$23.77万 | 减仓 |
| MO | ALTRIA GROUP INC | $416.65万 | 1.15% | 63,139 | 12,442 | 24.5% | $82.10万 | 加仓 |
| — | GLOBAL X FDS | $430.37万 | 1.19% | 118,739 | 118,739 | — | $430.37万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $435.73万 | 1.20% | 55,114 | -5,014 | -8.3% | -$39.64万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $437.92万 | 1.21% | 174,471 | -15,907 | -8.4% | -$39.93万 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $774.07万 | 2.14% | 124,509 | 124,509 | — | $774.07万 | 新建仓 |
| — | ABSOLUTE SHS TR | $1,557.17万 | 4.30% | 498,376 | -27,188 | -5.2% | -$84.95万 | 减仓 |
| — | ABSOLUTE SHS TR | $1,749.12万 | 4.83% | 743,108 | -46,807 | -5.9% | -$110.17万 | 减仓 |
| — | ABSOLUTE SHS TR | $1,877.20万 | 5.18% | 559,037 | 14,568 | 2.7% | $48.92万 | 加仓 |
| — | ABSOLUTE SHS TR | $2,960.62万 | 8.17% | 872,310 | 86,864 | 11.1% | $294.82万 | 加仓 |