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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $44.27万 | 0.12% | 1,465 | -4,720 | -76.3% | -$142.63万 | 减仓 |
| — | EXXON MOBIL CORP | $44.02万 | 0.12% | 2,595 | 2,595 | — | $44.02万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $43.69万 | 0.12% | 7,003 | 7,003 | — | $43.69万 | 新建仓 |
| MRK | MERCK & CO INC | $42.74万 | 0.12% | 3,553 | -687 | -16.2% | -$8.27万 | 减仓 |
| APP | APPLOVIN CORP | $42.60万 | 0.12% | 1,070 | -842 | -44.0% | -$33.52万 | 减仓 |
| — | VANECK ETF TRUST | $41.92万 | 0.12% | 1,671 | -5,434 | -76.5% | -$136.33万 | 减仓 |
| SRHQ | ELEVATION SERIES TRUST | $41.81万 | 0.12% | 10,417 | 10,417 | — | $41.81万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $41.13万 | 0.11% | 1,449 | -40 | -2.7% | -$1.14万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $40.75万 | 0.11% | 9,095 | -635 | -6.5% | -$2.84万 | 减仓 |
| NI | NISOURCE INC | $40.13万 | 0.11% | 8,600 | 8,600 | — | $40.13万 | 新建仓 |
| VIRT | VIRTU FINL INC | $39.79万 | 0.11% | 9,047 | 9,047 | — | $39.79万 | 新建仓 |
| CVBF | CVB FINL CORP | $39.63万 | 0.11% | 20,437 | 20,437 | — | $39.63万 | 新建仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $39.29万 | 0.11% | 3,722 | 3,722 | — | $39.29万 | 新建仓 |
| GSL | GLOBAL SHIP LEASE INC | $39.07万 | 0.11% | 10,493 | 10,493 | — | $39.07万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $38.82万 | 0.11% | 4,024 | -890 | -18.1% | -$8.59万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $38.51万 | 0.11% | 23,454 | 3,764 | 19.1% | $6.18万 | 加仓 |
| UTES | ETFIS SER TR I | $38.50万 | 0.11% | 4,819 | 4,819 | — | $38.50万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $37.14万 | 0.10% | 4,760 | 4,760 | — | $37.14万 | 新建仓 |
| CMI | CUMMINS INC | $37.11万 | 0.10% | 690 | 119 | 20.8% | $6.40万 | 加仓 |
| STE | STERIS PLC | $36.91万 | 0.10% | 1,669 | 1,669 | — | $36.91万 | 新建仓 |
| USDU | WISDOMTREE TR | $36.18万 | 0.10% | 13,740 | -10,286 | -42.8% | -$27.08万 | 减仓 |
| SF | STIFEL FINL CORP | $35.70万 | 0.10% | 4,830 | -10,137 | -67.7% | -$74.92万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $35.36万 | 0.10% | 5,176 | -4,913 | -48.7% | -$33.57万 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $35.17万 | 0.10% | 2,618 | 1,150 | 78.3% | $15.45万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $34.20万 | 0.09% | 13,392 | 13,392 | — | $34.20万 | 新建仓 |
| NLR | VANECK ETF TRUST | $34.11万 | 0.09% | 2,561 | 2,561 | — | $34.11万 | 新建仓 |
| JBL | JABIL INC | $33.47万 | 0.09% | 1,260 | -6,123 | -82.9% | -$162.66万 | 重新持有 |
| TIPX | SPDR SERIES TRUST | $33.15万 | 0.09% | 17,277 | -47,578 | -73.4% | -$91.30万 | 减仓 |
| MCK | MCKESSON CORP | $33.15万 | 0.09% | 383 | -1,519 | -79.9% | -$131.48万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $32.68万 | 0.09% | 2,517 | -383 | -13.2% | -$4.97万 | 重新持有 |
| THG | HANOVER INS GROUP INC | $32.12万 | 0.09% | 1,853 | 538 | 40.9% | $9.33万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $32.07万 | 0.09% | 293 | -585 | -66.6% | -$64.04万 | 减仓 |
| MSCI | MSCI INC | $31.84万 | 0.09% | 591 | 60 | 11.3% | $3.23万 | 重新持有 |
| TOL | TOLL BROTHERS INC | $30.64万 | 0.08% | 2,245 | 417 | 22.8% | $5.69万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $30.51万 | 0.08% | 1,513 | -3,860 | -71.8% | -$77.83万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $30.04万 | 0.08% | 8,254 | -1,412 | -14.6% | -$5.14万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $30.01万 | 0.08% | 14,182 | 2,709 | 23.6% | $5.73万 | 加仓 |
| MSSS | NORTHERN LTS FD TR IV | $29.98万 | 0.08% | 10,026 | 10,026 | — | $29.98万 | 新建仓 |
| MBCE | NORTHERN LTS FD TR IV | $29.95万 | 0.08% | 8,685 | 8,685 | — | $29.95万 | 新建仓 |
| BRO | BROWN & BROWN INC | $29.70万 | 0.08% | 4,555 | -19,351 | -80.9% | -$126.18万 | 减仓 |
| UTWO | RBB FD INC | $29.57万 | 0.08% | 6,124 | 6,124 | — | $29.57万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $29.25万 | 0.08% | 7,299 | 7,299 | — | $29.25万 | 新建仓 |
| SMDV | PROSHARES TR | $29.17万 | 0.08% | 4,241 | -5,997 | -58.6% | -$41.25万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $28.94万 | 0.08% | 3,079 | 78 | 2.6% | $7,330 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $28.66万 | 0.08% | 1,371 | 38 | 2.9% | $7,943 | 重新持有 |
| RPRX | ROYALTY PHARMA PLC | $28.10万 | 0.08% | 5,857 | -48,409 | -89.2% | -$232.22万 | 重新持有 |
| TAP | MOLSON COORS BEVERAGE CO | $28.06万 | 0.08% | 6,516 | 6,516 | — | $28.06万 | 新建仓 |
| NWBI | NORTHWEST BANCSHARES INC | $28.02万 | 0.08% | 22,083 | 3,734 | 20.3% | $4.74万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $27.98万 | 0.08% | 2,549 | -5,661 | -69.0% | -$62.15万 | 重新持有 |
| UPBD | UPBOUND GROUP INC | $27.95万 | 0.08% | 15,484 | 432 | 2.9% | $7,798 | 加仓 |
| MELI | MERCADOLIBRE INC | $27.76万 | 0.08% | 161 | -45 | -21.8% | -$7.76万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $27.61万 | 0.08% | 4,592 | 4,592 | — | $27.61万 | 新建仓 |
| XEL | XCEL ENERGY INC | $26.55万 | 0.07% | 3,342 | 3,342 | — | $26.55万 | 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 |
| NWN | NORTHWEST NAT HLDG CO | $26.19万 | 0.07% | 4,921 | 4,921 | — | $26.19万 | 新建仓 |
| DG | DOLLAR GEN CORP | $25.17万 | 0.07% | 2,120 | 2,120 | — | $25.17万 | 新建仓 |
| SLB | SLB LIMITED | $25.16万 | 0.07% | 4,896 | 4,896 | — | $25.16万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $25.07万 | 0.07% | 3,276 | 251 | 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 |
| VONE | VANGUARD SCOTTSDALE FDS | $24.99万 | 0.07% | 847 | 65 | 8.3% | $1.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.88万 | 0.07% | 383 | 29 | 8.2% | $1.88万 | 加仓 |
| XYZ | BLOCK INC | $24.43万 | 0.07% | 4,060 | 4,060 | — | $24.43万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $23.87万 | 0.07% | 2,101 | 2,101 | — | $23.87万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $23.66万 | 0.07% | 852 | -1,214 | -58.8% | -$33.72万 | 减仓 |
| WFC | WELLS FARGO & CO | $22.74万 | 0.06% | 2,856 | -16 | -0.6% | -$1,274 | 减仓 |
| FTNT | FORTINET INC | $22.02万 | 0.06% | 2,694 | -3,404 | -55.8% | -$27.82万 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $21.94万 | 0.06% | 12,162 | 12,162 | — | $21.94万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $21.92万 | 0.06% | 4,343 | 4,343 | — | $21.92万 | 新建仓 |
| CNA | CNA FINL CORP | $21.54万 | 0.06% | 4,691 | -372 | -7.3% | -$1.71万 | 减仓 |
| NUE | NUCOR CORP | $21.29万 | 0.06% | 1,259 | 1,259 | — | $21.29万 | 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 |
| HYS | PIMCO ETF TR | $20.69万 | 0.06% | 2,219 | 2,219 | — | $20.69万 | 新建仓 |
| SHYG | ISHARES TR | $20.63万 | 0.06% | 4,875 | -423 | -8.0% | -$1.79万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $20.17万 | 0.06% | 261 | -936 | -78.2% | -$72.33万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $20.03万 | 0.06% | 8,018 | -8,016 | -50.0% | -$20.02万 | 减仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -184,776 | -100.0% | -$546.57万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -147,155 | -100.0% | -$254.73万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -6,108 | -100.0% | -$215.54万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -22,975 | -100.0% | -$178.47万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | -14,974 | -100.0% | -$160.74万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -55,323 | -100.0% | -$149.87万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -3,192 | -100.0% | -$149.02万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -19,302 | -100.0% | -$143.38万 | 清仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -22,894 | -100.0% | -$142.78万 | 清仓 |
| PMBS | PIMCO ETF TR | $0 | 0.00% | 0 | -28,287 | -100.0% | -$140.57万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -50,874 | -100.0% | -$134.77万 | 清仓 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -12,766 | -100.0% | -$132.21万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -6,332 | -100.0% | -$130.13万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -10,475 | -100.0% | -$130.04万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -7,350 | -100.0% | -$118.03万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -2,351 | -100.0% | -$115.28万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -22,716 | -100.0% | -$111.74万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |