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 |
|---|---|---|---|---|---|---|---|---|
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RVT | ROYCE SMALL CAP TRUST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GBX | GREENBRIER COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROUS | LATTICE STRATEGIES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWL | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILCG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOYG | VOYAGER TECHNOLOGIES INC | $0 | 0.00% | 0 | -14,175 | -100.0% | -$37.05万 | 清仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAUG | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -43,912 | -100.0% | -$36.27万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -4,347 | -100.0% | -$35.98万 | 清仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COMERICA INC | $0 | 0.00% | 0 | -4,137 | -100.0% | -$35.96万 | 清仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -14,232 | -100.0% | -$35.79万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -1,814 | -100.0% | -$35.79万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FEGE | RBB FUND TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SPROTT FDS TR | $0 | 0.00% | 0 | -6,063 | -100.0% | -$33.83万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCN | PIMCO CORPORATE & INCM STRG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHYD | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFG | NATIONAL FUEL GAS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| L | LOEWS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FELC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,801 | -100.0% | -$32.49万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MBSF | VALUED ADVISERS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GGG | GRACO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSGX | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -6,104 | -100.0% | -$31.52万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SDVD | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | -21,515 | -100.0% | -$30.18万 | 清仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STK | COLUMBIA SELIGM PREM TECH GR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEQI | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFLD | ETF SER SOLUTIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $0 | 0.00% | 0 | -9,582 | -100.0% | -$28.45万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KEY | KEYCORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLMT | CALUMET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -2,383 | -100.0% | -$27.89万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,533 | -100.0% | -$27.69万 | 清仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IETC | ISHARES U S ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIVA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAP | SAP SE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EYLD | CAMBRIA ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FPXI | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FESM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -7,134 | -100.0% | -$26.95万 | 清仓 |
| CAFX | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | LATTICE STRATEGIES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,716 | -100.0% | -$26.53万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,170 | -100.0% | -$26.45万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -9,770 | -100.0% | -$26.43万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |