13F 机构持仓

J.W. COLE ADVISORS, INC.

TAMPA FL · SEC CIK 0001404763

2026Q22026Q1 更早 9 个季度 🔒
$58.26亿2026Q2 申报市值
1,593持仓数
20.6%前十大占比 · 第一大 5.3%
187 / 44新建仓 / 清仓
申报市值走势$58.26亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.3%
NVDA 3.0%
QQQ 2.2%
VOO 1.7%
AMZN 1.7%
SPY 1.6%
MSFT 1.5%
IVV 1.4%
GOOG 1.1%
DGRO 1.0%

2026Q2 买入最多 按季末市值估算

VUG 重新持有+$4,411.03万
PDI 加仓+$2,501.70万
LGH 加仓+$2,146.34万
VTI 重新持有+$1,779.37万
VOOG 重新持有+$1,261.93万

2026Q2 卖出最多 按季末市值估算

NUVEEN NEW JERSE 清仓-$975.46万
JEPI 减仓-$755.02万
AAPL 减仓-$730.34万
CLOI 重新持有-$561.98万
NVDA 减仓-$509.29万

2026Q2 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
— NUVEEN NEW JERSEY $00.00%0 -793,054-100.0% -$975.46万 清仓
AXTI AXT INC $00.00%0 -37,654-100.0% -$214.55万 清仓
IBN ICICI BANK LIMITED $00.00%0 -63,841-100.0% -$165.35万 清仓
FCG FIRST TR EXCHANGE-TRADED FD $00.00%0 -40,883-100.0% -$129.56万 清仓
ESLT ELBIT SYS LTD $00.00%0 -1,516-100.0% -$128.71万 清仓
ATRO ASTRONICS CORP $00.00%0 -13,578-100.0% -$90.61万 清仓
SM SM ENERGY COMPANY $00.00%0 -28,116-100.0% -$87.67万 清仓
AKAM AKAMAI TECHNOLOGIES INC $00.00%0 -7,538-100.0% -$86.57万 清仓
OIH VANECK ETF TRUST $00.00%0 -1,965-100.0% -$79.43万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -37,765-100.0% -$78.89万 清仓
AEIS ADVANCED ENERGY INDS $00.00%0 -2,196-100.0% -$70.87万 清仓
IDCC INTERDIGITAL INC $00.00%0 -2,126-100.0% -$64.21万 清仓
FLS FLOWSERVE CORP $00.00%0 -7,371-100.0% -$54.18万 清仓
XLSR SSGA ACTIVE TR $00.00%0 -9,167-100.0% -$52.93万 清仓
— PLATINUM GROUP METALS LTD $00.00%0 -297,864-100.0% -$52.72万 清仓
XOP SPDR SERIES TRUST $00.00%0 -2,543-100.0% -$46.25万 清仓
AEM AGNICO EAGLE MINES LTD $00.00%0 -2,258-100.0% -$45.84万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -750-100.0% -$39.19万 清仓
TECL DIREXION SHARES ETF TRUST $00.00%0 -4,433-100.0% -$38.37万 清仓
CVE CENOVUS ENERGY INC $00.00%0 -13,411-100.0% -$35.58万 清仓
SILJ AMPLIFY ETF TR $00.00%0 -9,788-100.0% -$29.09万 清仓
PPC PILGRIMS PRIDE CORP $00.00%0 -7,029-100.0% -$26.54万 清仓
ISOU ISOENERGY LTD $00.00%0 -23,675-100.0% -$24.95万 清仓
AU ANGLOGOLD ASHANTI PLC $00.00%0 -2,542-100.0% -$24.75万 清仓
IGHG PROSHARES TR $00.00%0 -3,179-100.0% -$24.68万 清仓
CQP CHENIERE ENERGY PARTNERS L P $00.00%0 -3,676-100.0% -$23.76万 清仓
FAF FIRST AMERN FINL CORP $00.00%0 -3,937-100.0% -$23.74万 清仓
NVMI NOVA LTD $00.00%0 -537-100.0% -$23.32万 清仓
RDW REDWIRE CORPORATION $00.00%0 -26,735-100.0% -$22.72万 清仓
GLNG GOLAR LNG LTD $00.00%0 -3,971-100.0% -$21.49万 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -747-100.0% -$21.00万 清仓
DEO DIAGEO PLC $00.00%0 -2,710-100.0% -$20.17万 清仓
— U S GOLD CORP $00.00%0 -11,495-100.0% -$17.46万 清仓
EXK ENDEAVOUR SILVER CORP $00.00%0 -12,850-100.0% -$11.96万 清仓
— LISTED FDS TR $00.00%0 -29,409-100.0% -$11.29万 清仓
BITO PROSHARES TR $00.00%0 -10,346-100.0% -$9.63万 清仓
ASM AVINO SILVER & GOLD MINES LT $00.00%0 -14,344-100.0% -$9.07万 清仓
— ESPERION THERAPEUTICS INC NE $00.00%0 -31,415-100.0% -$8.61万 清仓
— TIDAL TRUST II $00.00%0 -10,451-100.0% -$8.18万 清仓
ABR ARBOR REALTY TRUST INC $00.00%0 -10,520-100.0% -$8.11万 清仓
— DRAGANFLY INC. $00.00%0 -13,085-100.0% -$6.42万 清仓
— NEUROONE MED TECHNOLOGIES CO $00.00%0 -36,000-100.0% -$2.80万 清仓
DGXX DIGI PWR X INC $00.00%0 -11,500-100.0% -$2.33万 清仓
— GOPRO INC $00.00%0 -11,530-100.0% -$8,878 清仓
— COHEN & STEERS QUALITY INCOM $1520.00%10,219 10,219— $152 新建仓
— HERON THERAPEUTICS INC $6,4020.00%15,000 -1,000-6.2% -$427 重新持有
— XEROX HOLDINGS CORP $6,8650.00%20,000 00.0% — 重新持有
— HEARTBEAM INC $8,2500.00%11,000 11,000— $8,250 新建仓
— EURONET WORLDWIDE INC $8,4760.00%10,000 00.0% — 重新持有
— ARBE ROBOTICS LTD $9,1300.00%11,000 00.0% — 不变
— OCEAN PWR TECHNOLOGIES INC $1.15万0.00%43,735 -29,455-40.2% -$7,717 重新持有
— UPEXI INC $1.16万0.00%14,800 -300-2.0% -$235 减仓
— TELA BIO INC $1.22万0.00%16,250 16,250— $1.22万 新建仓
GERN GERON CORP $1.32万0.00%10,300 -2,000-16.3% -$2,560 重新持有
— AKEBIA THREAPEUTICS INC $1.36万0.00%11,937 00.0% — 不变
— FRACTYL HEALTH INC $1.65万0.00%20,780 20,780— $1.65万 新建仓
— MOBILE INFRASTRUCTURE CORP $1.65万0.00%11,973 00.0% — 不变
— CARIBOU BIOSCIENCES INC $1.98万0.00%11,269 00.0% — 重新持有
— PERMIANVILLE RTY TR $2.12万0.00%12,517 00.0% — 不变
— AEMETIS INC $2.13万0.00%13,003 13,003— $2.13万 新建仓
— GREENBRIER COS INC $2.17万0.00%19,000 00.0% — 重新持有
— AGEAGLE AERIAL SYS INC NEW $2.23万0.00%25,000 00.0% — 重新持有
— NYXOAH S A $2.27万0.00%13,450 13,450— $2.27万 新建仓
URG UR-ENERGY INC $2.75万0.00%20,225 -9,275-31.4% -$1.26万 重新持有
PSEC PROSPECT CAP CORP $3.38万0.00%14,611 -3,174-17.8% -$7,332 减仓
— LUMENT FINANCE TRUST INC $3.46万0.00%37,591 -4,348-10.4% -$4,000 重新持有
— BNY MELLON HIGH YIELD STRATE $3.91万0.00%16,147 4,86843.2% $1.18万 重新持有
EVGO EVGO INC $3.97万0.00%20,772 -2,000-8.8% -$3,820 减仓
BTG B2GOLD CORP $4.23万0.00%11,306 11,306— $4.23万 新建仓
POWW OUTDOOR HOLDING CO $5.22万0.00%22,874 -1,020-4.3% -$2,326 减仓
RC READY CAPITAL CORP $5.39万0.00%30,809 -2,061-6.3% -$3,607 减仓
SNAP SNAP INC $5.70万0.00%12,828 2732.2% $1,212 加仓
EU ENCORE ENERGY CORP $6.30万0.00%48,066 2,2504.9% $2,947 加仓
MFM ABERDEEN MUN INCOME FD $6.57万0.00%11,697 11,697— $6.57万 新建仓
PLUG PLUG PWR INC $6.61万0.00%24,386 -4,663-16.1% -$1.26万 减仓
KOS KOSMOS ENERGY LTD $6.88万0.00%32,600 21,000181.0% $4.43万 重新持有
— ALLSPRING GLOBAL DIVIDEND OP $7.06万0.00%10,819 00.0% — 重新持有
— OXBRIDGE RE HLDGS LTD $7.76万0.00%75,305 7,30510.7% $7,524 重新持有
MSOS ADVISORSHARES TR $7.88万0.00%15,521 -354-2.2% -$1,798 减仓
HAFN HAFNIA LTD $8.07万0.00%12,158 3462.9% $2,297 加仓
AUR AURORA INNOVATION INC $8.46万0.00%12,398 12,398— $8.46万 新建仓
— SOLUNA HOLDINGS INC $8.62万0.00%63,850 63,850— $8.62万 新建仓
EOSE EOS ENERGY ENTERPRISES INC $8.64万0.00%14,698 14,698— $8.64万 新建仓
LYG LLOYDS BANKING GROUP PLC $9.00万0.00%15,442 3,10425.2% $1.81万 重新持有
SBSW SIBANYE STILLWATER LTD $9.06万0.00%10,674 10,674— $9.06万 新建仓
RR RICHTECH ROBOTICS INC $9.31万0.00%44,100 5,30013.7% $1.12万 重新持有
NMAX NEWSMAX INC $9.89万0.00%11,941 00.0% — 不变
PDM PIEDMONT REALTY TRUST INC $10.35万0.00%11,309 -1,664-12.8% -$1.52万 重新持有
FTMA PUTNAM ETF TRUST $10.39万0.00%11,381 11,381— $10.39万 新建仓
— PUTNAM ETF TRUST $10.49万0.00%14,134 2261.6% $1,677 重新持有
SOUN SOUNDHOUND AI INC $11.11万0.00%17,168 1811.1% $1,171 重新持有
XPCQX PIMCO CALIF MUN INCOME FD $11.23万0.00%12,524 00.0% — 重新持有
HIVE HIVE DIGITAL TECHNOLOGIES LT $11.48万0.00%31,546 1,1493.8% $4,182 重新持有
— EATON VANCE FLOATING RATE IN $11.71万0.00%10,843 10,843— $11.71万 新建仓
LAC LITHIUM AMERS CORP NEW $11.91万0.00%30,941 13,99282.6% $5.39万 加仓
— INVESCO ADVANTAGE MUN INCOME $12.16万0.00%12,829 00.0% — 重新持有
HUN HUNTSMAN CORP $12.34万0.00%11,618 -494-4.1% -$5,246 重新持有
RQI COHEN & STEERS QUALITY INCOM $12.61万0.00%10,241 1511.5% $1,859 重新持有
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $12.83万0.00%12,455 -1,019-7.6% -$1.05万 重新持有
— GRAYSCALE ETHEREUM STAKING E $13.14万0.00%10,296 -821-7.4% -$1.05万 重新持有