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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.77亿 | 9.35% | 1,090,475 | -8,943 | -0.8% | -$226.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.58亿 | 5.35% | 908,104 | -12,260 | -1.3% | -$213.81万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1.01亿 | 3.41% | 175,087 | -5,951 | -3.3% | -$343.48万 | 减仓 |
| AMZN | AMAZON COM INC | $8,754.91万 | 2.96% | 420,363 | -8,676 | -2.0% | -$180.70万 | 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 |
| — | EXXON MOBIL CORP | $5,827.45万 | 1.97% | 343,478 | -1,668 | -0.5% | -$28.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,381.04万 | 1.82% | 112,292 | -1,330 | -1.2% | -$63.73万 | 减仓 |
| DGRO | ISHARES TR | $5,169.67万 | 1.75% | 736,631 | 17,480 | 2.4% | $122.67万 | 加仓 |
| GOOG | ALPHABET INC | $5,148.87万 | 1.74% | 179,491 | -2,400 | -1.3% | -$68.85万 | 减仓 |
| GOOGL | ALPHABET INC | $3,830.85万 | 1.29% | 133,219 | -9,981 | -7.0% | -$287.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,435.69万 | 1.16% | 116,797 | -971 | -0.8% | -$28.56万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $3,372.65万 | 1.14% | 253,774 | 2,855 | 1.1% | $37.94万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,294.54万 | 1.11% | 654,069 | 56,515 | 9.5% | $284.67万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,975.58万 | 1.00% | 524,978 | 18,022 | 3.6% | $102.15万 | 加仓 |
| TSLA | TESLA INC | $2,919.33万 | 0.99% | 78,529 | 4,124 | 5.5% | $153.31万 | 加仓 |
| META | META PLATFORMS INC | $2,657.13万 | 0.90% | 46,443 | -2,898 | -5.9% | -$165.80万 | 减仓 |
| GLD | SPDR GOLD TR | $2,516.85万 | 0.85% | 58,492 | 2,292 | 4.1% | $98.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,243.23万 | 0.76% | 22,513 | -59 | -0.3% | -$5.88万 | 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 |
| AVGO | BROADCOM INC | $2,105.15万 | 0.71% | 68,016 | -1,666 | -2.4% | -$51.56万 | 减仓 |
| COWZ | PACER FDS TR | $1,995.09万 | 0.67% | 318,908 | -30,214 | -8.7% | -$189.02万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,946.04万 | 0.66% | 212,357 | 53,125 | 33.4% | $486.84万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,864.18万 | 0.63% | 26,718 | -224 | -0.8% | -$15.63万 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $1,860.74万 | 0.63% | 266,467 | -15,135 | -5.4% | -$105.69万 | 减仓 |
| ICSH | ISHARES TR | $1,818.44万 | 0.61% | 359,233 | 4,773 | 1.3% | $24.16万 | 加仓 |
| T | AT&T INC | $1,738.08万 | 0.59% | 599,544 | -13,337 | -2.2% | -$38.66万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,732.26万 | 0.58% | 131,232 | 3,485 | 2.7% | $46.00万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,696.61万 | 0.57% | 49,639 | -175 | -0.4% | -$5.98万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,655.68万 | 0.56% | 329,816 | -13,724 | -4.0% | -$68.89万 | 减仓 |
| ABBV | ABBVIE INC | $1,625.48万 | 0.55% | 74,738 | -762 | -1.0% | -$16.57万 | 减仓 |
| QYLD | GLOBAL X FDS | $1,613.21万 | 0.54% | 940,648 | 130,761 | 16.1% | $224.26万 | 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 |
| GEV | GE VERNOVA INC | $1,562.06万 | 0.53% | 17,895 | 301 | 1.7% | $26.27万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,518.30万 | 0.51% | 103,561 | 2,001 | 2.0% | $29.34万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,465.93万 | 0.50% | 157,831 | 7,788 | 5.2% | $72.33万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1,465.07万 | 0.49% | 178,711 | 9,531 | 5.6% | $78.14万 | 加仓 |
| RTX | RTX CORPORATION | $1,436.90万 | 0.49% | 74,490 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,403.96万 | 0.47% | 95,977 | -16,856 | -14.9% | -$246.57万 | 减仓 |
| CRUX | COLUMBIA ETF TR I | $1,393.81万 | 0.47% | 463,831 | 463,831 | — | $1,393.81万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $1,393.19万 | 0.47% | 86,143 | -3,011 | -3.4% | -$48.70万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,339.10万 | 0.45% | 34,927 | 2,286 | 7.0% | $87.65万 | 加仓 |
| V | VISA INC | $1,327.54万 | 0.45% | 43,923 | -1,976 | -4.3% | -$59.72万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,316.65万 | 0.44% | 333,920 | 11,930 | 3.7% | $47.04万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,304.02万 | 0.44% | 212,866 | 23,552 | 12.4% | $144.28万 | 加仓 |
| TFLO | ISHARES TR | $1,283.31万 | 0.43% | 253,469 | -529 | -0.2% | -$2.68万 | 减仓 |
| NFLX | NETFLIX INC. | $1,236.26万 | 0.42% | 128,577 | 154 | 0.1% | $1.48万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,230.90万 | 0.42% | 186,528 | -7,599 | -3.9% | -$50.15万 | 减仓 |
| PULS | PGIM ETF TR | $1,223.72万 | 0.41% | 247,217 | 24,589 | 11.0% | $121.72万 | 加仓 |
| MRK | MERCK & CO INC | $1,221.15万 | 0.41% | 101,517 | -1,269 | -1.2% | -$15.26万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1,204.67万 | 0.41% | 92,002 | -569 | -0.6% | -$7.45万 | 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 |
| VIS | VANGUARD WORLD FD | $1,173.13万 | 0.40% | 37,574 | -2,033 | -5.1% | -$63.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,123.63万 | 0.38% | 55,234 | 5,497 | 11.1% | $111.83万 | 加仓 |
| BA | BOEING CO | $1,120.81万 | 0.38% | 56,314 | 1,493 | 2.7% | $29.72万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,114.15万 | 0.38% | 76,827 | -951 | -1.2% | -$13.79万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,099.74万 | 0.37% | 258,518 | 43,696 | 20.3% | $185.88万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,058.84万 | 0.36% | 12,516 | 478 | 4.0% | $40.44万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,054.46万 | 0.36% | 154,431 | 48,433 | 45.7% | $330.70万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,051.83万 | 0.36% | 215,760 | -37,911 | -14.9% | -$184.82万 | 减仓 |
| IEFA | ISHARES TR | $1,046.83万 | 0.35% | 115,633 | 2,317 | 2.0% | $20.98万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,041.17万 | 0.35% | 169,793 | 2,888 | 1.7% | $17.71万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,006.27万 | 0.34% | 219,279 | 19,468 | 9.7% | $89.34万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,002.75万 | 0.34% | 147,161 | -5,592 | -3.7% | -$38.10万 | 减仓 |
| AMLP | ALPS ETF TR | $999.64万 | 0.34% | 189,901 | 24,318 | 14.7% | $128.01万 | 加仓 |
| — | GLOBAL X FDS | $990.17万 | 0.33% | 470,611 | 7,503 | 1.6% | $15.79万 | 加仓 |
| PTLC | PACER FDS TR | $986.26万 | 0.33% | 188,003 | -3,842 | -2.0% | -$20.16万 | 减仓 |
| — | NUVEEN NEW JERSEY | $975.46万 | 0.33% | 793,054 | 75,201 | 10.5% | $92.50万 | 加仓 |
| USMV | ISHARES TR | $958.61万 | 0.32% | 103,366 | 753 | 0.7% | $6.98万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $944.71万 | 0.32% | 196,610 | 6,314 | 3.3% | $30.34万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $884.60万 | 0.30% | 19,189 | -794 | -4.0% | -$36.60万 | 减仓 |
| QUAL | ISHARES TR | $873.54万 | 0.29% | 45,542 | 130 | 0.3% | $2.49万 | 加仓 |
| WM | WASTE MGMT INC DEL | $819.66万 | 0.28% | 35,670 | -908 | -2.5% | -$20.86万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $816.69万 | 0.28% | 98,693 | 216 | 0.2% | $1.79万 | 加仓 |
| PWR | QUANTA SVCS INC | $783.10万 | 0.26% | 14,264 | -361 | -2.5% | -$19.82万 | 减仓 |
| ORCL | ORACLE CORP | $780.21万 | 0.26% | 53,036 | -15,220 | -22.3% | -$223.90万 | 减仓 |
| SGOV | ISHARES TR | $773.09万 | 0.26% | 76,802 | 698 | 0.9% | $7.03万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $764.16万 | 0.26% | 39,816 | 3,006 | 8.2% | $57.69万 | 加仓 |
| NOBL | PROSHARES TR | $756.56万 | 0.26% | 71,367 | -2,574 | -3.5% | -$27.29万 | 减仓 |
| BX | BLACKSTONE INC | $754.59万 | 0.25% | 65,622 | 678 | 1.0% | $7.80万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $750.77万 | 0.25% | 728,901 | -401,071 | -35.5% | -$413.10万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $740.09万 | 0.25% | 24,467 | -421 | -1.7% | -$12.73万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $731.63万 | 0.25% | 30,790 | -3,147 | -9.3% | -$74.78万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $716.07万 | 0.24% | 145,041 | -6,506 | -4.3% | -$32.12万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $715.89万 | 0.24% | 25,229 | 750 | 3.1% | $21.28万 | 加仓 |
| XYLD | GLOBAL X FDS | $709.55万 | 0.24% | 181,330 | 5,880 | 3.4% | $23.01万 | 加仓 |
| VDC | VANGUARD WORLD FD | $683.43万 | 0.23% | 30,430 | 62 | 0.2% | $1.39万 | 加仓 |
| CSCO | CISCO SYS INC | $660.92万 | 0.22% | 85,181 | 1,730 | 2.1% | $13.42万 | 加仓 |
| GDX | VANECK ETF TRUST | $659.96万 | 0.22% | 71,914 | -1,816 | -2.5% | -$16.67万 | 减仓 |
| IBDU | ISHARES TR | $651.77万 | 0.22% | 280,211 | 4,046 | 1.5% | $9.41万 | 加仓 |
| VHT | VANGUARD WORLD FD | $649.99万 | 0.22% | 23,868 | 131 | 0.6% | $3.57万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $648.29万 | 0.22% | 265,800 | -10,898 | -3.9% | -$26.58万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $633.89万 | 0.21% | 58,166 | -970 | -1.6% | -$10.57万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $614.54万 | 0.21% | 127,181 | -4,776 | -3.6% | -$23.08万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $613.05万 | 0.21% | 97,806 | -3,645 | -3.6% | -$22.85万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $612.13万 | 0.21% | 62,519 | -6,881 | -9.9% | -$67.37万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $603.73万 | 0.20% | 161,339 | -11,826 | -6.8% | -$44.25万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $591.60万 | 0.20% | 104,560 | 4,516 | 4.5% | $25.55万 | 加仓 |
| AMGN | AMGEN INC | $586.20万 | 0.20% | 16,661 | -128 | -0.8% | -$4.50万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $579.54万 | 0.20% | 144,200 | 7,170 | 5.2% | $28.82万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $571.99万 | 0.19% | 74,730 | -70 | -0.1% | -$5,358 | 减仓 |