J.W. COLE ADVISORS, INC.
TAMPA FL · SEC CIK 0001404763
$29.61亿2026Q1 申报市值
785持仓数
32.4%前十大占比 · 第一大 9.3%
57 / 103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
CRUX 新建仓+$1,393.81万
BIL 加仓+$486.84万
HEGD 加仓+$354.30万
RDVY 加仓+$330.70万
JAAA 加仓+$284.67万
2026Q1 卖出最多 按季末市值估算
PDI 减仓-$2,760.62万
LGH 减仓-$2,053.09万
FLOT 减仓-$688.20万
SNDK 重新持有-$622.89万
KORP 减仓-$540.96万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $1,123.63万 | 0.38% | 55,234 | 5,497 | 11.1% | $111.83万 | 加仓 |
| VIS | VANGUARD WORLD FD | $1,173.13万 | 0.40% | 37,574 | -2,033 | -5.1% | -$63.47万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,195.39万 | 0.40% | 236,196 | -16,270 | -6.4% | -$82.34万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,204.67万 | 0.41% | 92,002 | -569 | -0.6% | -$7.45万 | 减仓 |
| MRK | MERCK & CO INC | $1,221.15万 | 0.41% | 101,517 | -1,269 | -1.2% | -$15.26万 | 减仓 |
| PULS | PGIM ETF TR | $1,223.72万 | 0.41% | 247,217 | 24,589 | 11.0% | $121.72万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,230.90万 | 0.42% | 186,528 | -7,599 | -3.9% | -$50.15万 | 减仓 |
| NFLX | NETFLIX INC. | $1,236.26万 | 0.42% | 128,577 | 154 | 0.1% | $1.48万 | 加仓 |
| TFLO | ISHARES TR | $1,283.31万 | 0.43% | 253,469 | -529 | -0.2% | -$2.68万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,304.02万 | 0.44% | 212,866 | 23,552 | 12.4% | $144.28万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,316.65万 | 0.44% | 333,920 | 11,930 | 3.7% | $47.04万 | 加仓 |
| V | VISA INC | $1,327.54万 | 0.45% | 43,923 | -1,976 | -4.3% | -$59.72万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,339.10万 | 0.45% | 34,927 | 2,286 | 7.0% | $87.65万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,393.19万 | 0.47% | 86,143 | -3,011 | -3.4% | -$48.70万 | 减仓 |
| CRUX | COLUMBIA ETF TR I | $1,393.81万 | 0.47% | 463,831 | 463,831 | — | $1,393.81万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,403.96万 | 0.47% | 95,977 | -16,856 | -14.9% | -$246.57万 | 减仓 |
| RTX | RTX CORPORATION | $1,436.90万 | 0.49% | 74,490 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $1,465.07万 | 0.49% | 178,711 | 9,531 | 5.6% | $78.14万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,465.93万 | 0.50% | 157,831 | 7,788 | 5.2% | $72.33万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,518.30万 | 0.51% | 103,561 | 2,001 | 2.0% | $29.34万 | 加仓 |
| GEV | GE VERNOVA INC | $1,562.06万 | 0.53% | 17,895 | 301 | 1.7% | $26.27万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,575.21万 | 0.53% | 95,064 | 4,403 | 4.9% | $72.96万 | 加仓 |
| QYLD | GLOBAL X FDS | $1,613.21万 | 0.54% | 940,648 | 130,761 | 16.1% | $224.26万 | 加仓 |
| ABBV | ABBVIE INC | $1,625.48万 | 0.55% | 74,738 | -762 | -1.0% | -$16.57万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,655.68万 | 0.56% | 329,816 | -13,724 | -4.0% | -$68.89万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,696.61万 | 0.57% | 49,639 | -175 | -0.4% | -$5.98万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,732.26万 | 0.58% | 131,232 | 3,485 | 2.7% | $46.00万 | 加仓 |
| T | AT&T INC | $1,738.08万 | 0.59% | 599,544 | -13,337 | -2.2% | -$38.66万 | 减仓 |
| ICSH | ISHARES TR | $1,818.44万 | 0.61% | 359,233 | 4,773 | 1.3% | $24.16万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $1,860.74万 | 0.63% | 266,467 | -15,135 | -5.4% | -$105.69万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,864.18万 | 0.63% | 26,718 | -224 | -0.8% | -$15.63万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,946.04万 | 0.66% | 212,357 | 53,125 | 33.4% | $486.84万 | 加仓 |
| COWZ | PACER FDS TR | $1,995.09万 | 0.67% | 318,908 | -30,214 | -8.7% | -$189.02万 | 减仓 |
| AVGO | BROADCOM INC | $2,105.15万 | 0.71% | 68,016 | -1,666 | -2.4% | -$51.56万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,190.04万 | 0.74% | 47,282 | 1,214 | 2.6% | $56.23万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,243.23万 | 0.76% | 22,513 | -59 | -0.3% | -$5.88万 | 减仓 |
| GLD | SPDR GOLD TR | $2,516.85万 | 0.85% | 58,492 | 2,292 | 4.1% | $98.62万 | 加仓 |
| META | META PLATFORMS INC | $2,657.13万 | 0.90% | 46,443 | -2,898 | -5.9% | -$165.80万 | 减仓 |
| TSLA | TESLA INC | $2,919.33万 | 0.99% | 78,529 | 4,124 | 5.5% | $153.31万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,975.58万 | 1.00% | 524,978 | 18,022 | 3.6% | $102.15万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,294.54万 | 1.11% | 654,069 | 56,515 | 9.5% | $284.67万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,372.65万 | 1.14% | 253,774 | 2,855 | 1.1% | $37.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,435.69万 | 1.16% | 116,797 | -971 | -0.8% | -$28.56万 | 减仓 |
| GOOGL | ALPHABET INC | $3,830.85万 | 1.29% | 133,219 | -9,981 | -7.0% | -$287.01万 | 减仓 |
| GOOG | ALPHABET INC | $5,148.87万 | 1.74% | 179,491 | -2,400 | -1.3% | -$68.85万 | 减仓 |
| DGRO | ISHARES TR | $5,169.67万 | 1.75% | 736,631 | 17,480 | 2.4% | $122.67万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,381.04万 | 1.82% | 112,292 | -1,330 | -1.2% | -$63.73万 | 减仓 |
| — | EXXON MOBIL CORP | $5,827.45万 | 1.97% | 343,478 | -1,668 | -0.5% | -$28.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,236.88万 | 2.78% | 126,655 | 1,811 | 1.5% | $117.78万 | 加仓 |
| AMZN | AMAZON COM INC | $8,754.91万 | 2.96% | 420,363 | -8,676 | -2.0% | -$180.70万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1.01亿 | 3.41% | 175,087 | -5,951 | -3.3% | -$343.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.58亿 | 5.35% | 908,104 | -12,260 | -1.3% | -$213.81万 | 减仓 |
| AAPL | APPLE INC | $2.77亿 | 9.35% | 1,090,475 | -8,943 | -0.8% | -$226.96万 | 减仓 |