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 |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $0 | 0.00% | 0 | -228,924 | -100.0% | -$373.60万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TPLC | TIMOTHY PLAN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLW | CORNING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JFR | NUVEEN FLOATING RATE INCOME | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLRG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UTG | REAVES UTIL INCOME FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRK | PARK NATL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OXLC | OXFORD LANE CAP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HANCOCK JOHN PFD INCOME FD I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSX | CSX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HANCOCK JOHN PFD INCOME FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSIF | MSC INCOME FUND INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -451,667 | -100.0% | -$216.80万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLRT | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CALAMOS DYNAMIC CONV & INCOM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -13,880 | -100.0% | -$206.83万 | 清仓 |
| IYT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TPHD | TIMOTHY PLAN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | RIVERNORTH DOUBLELINE STRATE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -10,522 | -100.0% | -$189.63万 | 清仓 |
| — | PIMCO INCOME STRATEGY FD II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |