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 |
|---|---|---|---|---|---|---|---|---|
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VIRTUS TOTAL RETURN FD INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NGG | NATIONAL GRID PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBL | JABIL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GABELLI UTIL TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOW | DOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -36,233 | -100.0% | -$59.39万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FFLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WAB | WABTEC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JANUS DETROIT STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MVBF | MVB FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UITB | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DNN | DENISON MINES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HCMT | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -5,090 | -100.0% | -$51.57万 | 清仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -12,292 | -100.0% | -$50.63万 | 清仓 |
| PML | PIMCO MUN INCOME FD II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STNG | SCORPIO TANKERS INC | $0 | 0.00% | 0 | -9,856 | -100.0% | -$50.10万 | 清仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMR | ALPHA METALLURGICAL RESOUR I | $0 | 0.00% | 0 | -2,478 | -100.0% | -$49.53万 | 清仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIYIELD FD INC | $0 | 0.00% | 0 | -47,078 | -100.0% | -$49.38万 | 清仓 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXJ | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TCHP | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PIMCO INCOME STRATEGY FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFLR | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOS | EATON VANCE ENHANCED EQUITY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDRR | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BCX | BLACKROCK RES & COMMODITIES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BTO | HANCOCK JOHN FINL OPPTYS FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -16,223 | -100.0% | -$41.45万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIDD | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTMC | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FFLG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLKN | MILLERKNOLL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |