World Investment Advisors
LINCROFT NJ · SEC CIK 0001652594
$60.25亿2026Q2 申报市值
1,523持仓数
16.6%前十大占比 · 第一大 3.3%
43 / 96新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$1,183.49万
CWB 加仓+$460.78万
IUSB 加仓+$449.94万
CORO 新建仓+$408.00万
BFLX 新建仓+$323.91万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$5,505.38万
VUG 减仓-$2,784.43万
AAPL 减仓-$2,348.76万
IWF 减仓-$1,907.12万
VGT 减仓-$1,838.94万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.99亿 | 3.30% | 778,238 | -91,901 | -10.6% | -$2,348.76万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.43亿 | 2.38% | 236,304 | -3,665 | -1.5% | -$222.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $9,709.79万 | 1.61% | 262,135 | -18,353 | -6.5% | -$679.82万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $9,198.87万 | 1.53% | 1,173,676 | 8,627 | 0.7% | $67.62万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,983.89万 | 1.49% | 1,172,238 | -1,420 | -0.1% | -$10.88万 | 减仓 |
| IVV | ISHARES TR | $8,632.47万 | 1.43% | 122,271 | 16,763 | 15.9% | $1,183.49万 | 加仓 |
| GOOGL | ALPHABET INC | $7,604.64万 | 1.26% | 261,230 | -9,304 | -3.4% | -$270.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7,475.79万 | 1.24% | 419,165 | -59,131 | -12.4% | -$1,054.60万 | 减仓 |
| AMZN | AMAZON COM INC | $7,221.77万 | 1.20% | 342,406 | -39,568 | -10.4% | -$834.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,949.27万 | 1.15% | 235,534 | -5,404 | -2.2% | -$159.44万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $6,122.75万 | 1.02% | 793,535 | 4,139 | 0.5% | $31.94万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $6,015.41万 | 1.00% | 1,970,475 | -6,923 | -0.4% | -$21.13万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,666.26万 | 0.94% | 864,110 | 252 | 0.0% | $1.65万 | 加仓 |
| AVGO | BROADCOM INC | $5,549.16万 | 0.92% | 174,254 | -3,499 | -2.0% | -$111.43万 | 减仓 |
| GOOG | ALPHABET INC | $5,419.13万 | 0.90% | 187,224 | -8,485 | -4.3% | -$245.60万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,372.04万 | 0.89% | 1,790,665 | -8,198 | -0.5% | -$24.59万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $5,214.61万 | 0.87% | 558,779 | 64 | 0.0% | $5,973 | 加仓 |
| SLQD | ISHARES TR | $5,212.86万 | 0.87% | 1,032,454 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $4,993.25万 | 0.83% | 87,356 | -6,732 | -7.2% | -$384.80万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,991.67万 | 0.83% | 74,539 | -2,045 | -2.7% | -$136.95万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,908.78万 | 0.81% | 441,517 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $4,830.06万 | 0.80% | 225,386 | -13,241 | -5.5% | -$283.76万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,385.81万 | 0.73% | 75,987 | -14,794 | -16.3% | -$853.88万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,229.78万 | 0.70% | 1,646,061 | -482 | -0.0% | -$1.24万 | 减仓 |
| IJS | ISHARES TR | $4,057.38万 | 0.67% | 342,539 | -250 | -0.1% | -$2.96万 | 减仓 |
| IXUS | ISHARES TR | $4,026.18万 | 0.67% | 462,244 | 163 | 0.0% | $1.42万 | 加仓 |
| — | EXXON MOBIL CORP | $3,864.75万 | 0.64% | 227,794 | -57,621 | -20.2% | -$977.60万 | 减仓 |
| WMT | WALMART INC | $3,615.50万 | 0.60% | 291,493 | -12,390 | -4.1% | -$153.68万 | 减仓 |
| IJJ | ISHARES TR | $3,517.10万 | 0.58% | 265,442 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $3,383.06万 | 0.56% | 138,212 | -15,406 | -10.0% | -$377.10万 | 减仓 |
| V | VISA INC | $3,336.91万 | 0.55% | 110,108 | -8,407 | -7.1% | -$254.78万 | 减仓 |
| IUSB | ISHARES TR | $3,274.72万 | 0.54% | 709,293 | 97,456 | 15.9% | $449.94万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,263.34万 | 0.54% | 97,232 | -2,983 | -3.0% | -$100.12万 | 减仓 |
| STIP | ISHARES TR | $3,204.31万 | 0.53% | 309,836 | 1,260 | 0.4% | $13.03万 | 加仓 |
| IEFA | ISHARES TR | $3,176.77万 | 0.53% | 348,586 | -14,885 | -4.1% | -$135.65万 | 减仓 |
| IVW | ISHARES TR | $3,129.79万 | 0.52% | 254,859 | -2,591 | -1.0% | -$31.82万 | 减仓 |
| IDEV | ISHARES TR | $3,063.95万 | 0.51% | 366,579 | -44 | -0.0% | -$3,678 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,987.15万 | 0.50% | 766,553 | -1 | -0.0% | -$39 | 减仓 |
| IJR | ISHARES TR | $2,979.49万 | 0.49% | 237,856 | -25,104 | -9.5% | -$314.46万 | 减仓 |
| EMXC | ISHARES INC | $2,851.38万 | 0.47% | 359,314 | 8,042 | 2.3% | $63.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,741.37万 | 0.46% | 57,018 | -17,022 | -23.0% | -$818.40万 | 减仓 |
| IEMG | ISHARES INC | $2,700.20万 | 0.45% | 368,489 | -49,333 | -11.8% | -$361.50万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,696.78万 | 0.45% | 77,916 | -473 | -0.6% | -$16.37万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,687.20万 | 0.45% | 122,757 | -464 | -0.4% | -$10.16万 | 减仓 |
| ABBV | ABBVIE INC | $2,663.95万 | 0.44% | 121,763 | -6,053 | -4.7% | -$132.43万 | 减仓 |
| AGG | ISHARES TR | $2,570.56万 | 0.43% | 259,013 | -4,347 | -1.7% | -$43.14万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,550.42万 | 0.42% | 167,019 | -182,343 | -52.2% | -$2,784.43万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $2,480.98万 | 0.41% | 134,561 | -961 | -0.7% | -$17.72万 | 减仓 |
| LLY | ELI LILLY & CO | $2,448.80万 | 0.41% | 25,879 | -1,255 | -4.6% | -$118.75万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $2,349.16万 | 0.39% | 963,167 | -40,463 | -4.0% | -$98.69万 | 减仓 |
| HD | HOME DEPOT INC | $2,338.30万 | 0.39% | 70,912 | -3,796 | -5.1% | -$125.17万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,226.23万 | 0.37% | 31 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,212.85万 | 0.37% | 62,505 | -3,032 | -4.6% | -$107.34万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,170.66万 | 0.36% | 90,353 | 352 | 0.4% | $8.46万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,087.43万 | 0.35% | 843,296 | -30 | -0.0% | -$743 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,970.02万 | 0.33% | 109,110 | -101,850 | -48.3% | -$1,838.94万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,906.66万 | 0.32% | 381,789 | -45,780 | -10.7% | -$228.63万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,891.99万 | 0.31% | 398,063 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $1,849.29万 | 0.31% | 18,588 | -1,214 | -6.1% | -$120.78万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,848.97万 | 0.31% | 69,190 | -5,587 | -7.5% | -$149.30万 | 减仓 |
| MUB | ISHARES TR | $1,824.19万 | 0.30% | 171,455 | 440 | 0.3% | $4.68万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,813.15万 | 0.30% | 192,951 | -316 | -0.2% | -$2.97万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,801.57万 | 0.30% | 394,895 | -2,141 | -0.5% | -$9.77万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,797.38万 | 0.30% | 86,380 | 1,678 | 2.0% | $34.92万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,795.99万 | 0.30% | 67,067 | -205,585 | -75.4% | -$5,505.38万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,772.97万 | 0.29% | 208,978 | 0 | 0.0% | — | 不变 |
| CVIE | MORGAN STANLEY ETF TRUST | $1,752.39万 | 0.29% | 241,077 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1,741.72万 | 0.29% | 48,356 | 27 | 0.1% | $9,725 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,728.26万 | 0.29% | 54,245 | 23 | 0.0% | $7,328 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,726.31万 | 0.29% | 172,848 | -204 | -0.1% | -$2.04万 | 减仓 |
| EFV | ISHARES TR | $1,725.47万 | 0.29% | 230,570 | -68,243 | -22.8% | -$510.70万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,704.15万 | 0.28% | 39,316 | -825 | -2.1% | -$35.76万 | 减仓 |
| CSCO | CISCO SYS INC | $1,596.82万 | 0.27% | 196,899 | 1,373 | 0.7% | $11.13万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,576.15万 | 0.26% | 70,587 | -3,800 | -5.1% | -$84.85万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,573.10万 | 0.26% | 94,725 | -23,406 | -19.8% | -$388.70万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,570.65万 | 0.26% | 108,699 | -6,366 | -5.5% | -$91.99万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,564.58万 | 0.26% | 300,872 | -31,303 | -9.4% | -$162.78万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,557.99万 | 0.26% | 281,528 | -4,366 | -1.5% | -$24.16万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,555.95万 | 0.26% | 308,846 | 47 | 0.0% | $2,368 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,553.08万 | 0.26% | 235,307 | 4,515 | 2.0% | $29.80万 | 加仓 |
| TSLA | TESLA INC | $1,528.98万 | 0.25% | 40,254 | -6,872 | -14.6% | -$261.02万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,520.77万 | 0.25% | 74,981 | -6,154 | -7.6% | -$124.82万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,505.39万 | 0.25% | 36,974 | -1,267 | -3.3% | -$51.59万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,491.56万 | 0.25% | 172,440 | -416 | -0.2% | -$3.60万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,444.01万 | 0.24% | 409,382 | 5,732 | 1.4% | $20.22万 | 加仓 |
| LRGF | ISHARES TR | $1,437.61万 | 0.24% | 217,819 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,431.96万 | 0.24% | 305,776 | -382 | -0.1% | -$1.79万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,418.47万 | 0.24% | 250,363 | 1,488 | 0.6% | $8.43万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,406.22万 | 0.23% | 82,404 | 292 | 0.4% | $4.98万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,378.52万 | 0.23% | 568,257 | 48,372 | 9.3% | $117.34万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,368.62万 | 0.23% | 32,754 | -12 | -0.0% | -$5,014 | 减仓 |
| GLD | SPDR GOLD TR | $1,367.28万 | 0.23% | 32,128 | -1,881 | -5.5% | -$80.05万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,361.54万 | 0.23% | 393,194 | 11,331 | 3.0% | $39.24万 | 加仓 |
| TJX | TJX COS INC NEW | $1,356.08万 | 0.23% | 85,162 | -154 | -0.2% | -$2.45万 | 减仓 |
| IGIB | ISHARES TR | $1,354.97万 | 0.22% | 254,606 | -4,111 | -1.6% | -$21.88万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,345.82万 | 0.22% | 166,725 | 1,120 | 0.7% | $9.04万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,331.82万 | 0.22% | 433,016 | -15,102 | -3.4% | -$46.45万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,318.62万 | 0.22% | 273,227 | 16,039 | 6.2% | $77.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,310.74万 | 0.22% | 60,608 | -3,941 | -6.1% | -$85.23万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,310.35万 | 0.22% | 53,820 | -5,327 | -9.0% | -$129.70万 | 减仓 |