World Investment Advisors
LINCROFT NJ · SEC CIK 0001652594
$62.02亿2026Q1 申报市值
1,572持仓数
16.6%前十大占比 · 第一大 3.6%
198 / 100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
SCHV 加仓+$3,039.09万
SCHG 加仓+$2,318.22万
IDEV 加仓+$1,888.91万
VEA 加仓+$1,861.33万
BIV 加仓+$1,137.12万
2026Q1 卖出最多 按季末市值估算
IVW 减仓-$3,093.08万
VOO 减仓-$1,643.63万
SMMD 减仓-$1,224.27万
SPYM 减仓-$1,209.58万
IEFA 减仓-$1,160.30万
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 |
|---|---|---|---|---|---|---|---|---|
| WPC | WP CAREY INC | $84.26万 | 0.01% | 12,398 | -71 | -0.6% | -$4,825 | 减仓 |
| EZM | WISDOMTREE TR | $84.39万 | 0.01% | 12,555 | -1,953 | -13.5% | -$13.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $84.54万 | 0.01% | 1,300 | 1,300 | — | $84.54万 | 新建仓 |
| PTL | NORTHERN LTS FD TR IV | $84.64万 | 0.01% | 3,378 | 88 | 2.7% | $2.20万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $84.78万 | 0.01% | 25,375 | 25,375 | — | $84.78万 | 新建仓 |
| FSK | FS KKR CAP CORP | $85.28万 | 0.01% | 83,769 | -2,494 | -2.9% | -$2.54万 | 减仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $85.57万 | 0.01% | 23,855 | -3,735 | -13.5% | -$13.40万 | 减仓 |
| COKE | COCA COLA CONS INC | $85.64万 | 0.01% | 4,466 | -89 | -2.0% | -$1.71万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $85.81万 | 0.01% | 12,699 | -3,019 | -19.2% | -$20.40万 | 减仓 |
| DOV | DOVER CORP | $86.44万 | 0.01% | 4,146 | -92 | -2.2% | -$1.92万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $87.07万 | 0.01% | 27,565 | 27,565 | — | $87.07万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $87.18万 | 0.01% | 5,694 | 292 | 5.4% | $4.47万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $87.40万 | 0.01% | 5,995 | 12 | 0.2% | $1,749 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $87.41万 | 0.01% | 25,603 | -27,701 | -52.0% | -$94.57万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $87.71万 | 0.01% | 14,625 | -713 | -4.6% | -$4.28万 | 减仓 |
| IWS | ISHARES TR | $88.42万 | 0.01% | 6,067 | -603 | -9.0% | -$8.79万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $88.43万 | 0.01% | 19,551 | -42,556 | -68.5% | -$192.48万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $88.68万 | 0.01% | 35,759 | -3,170 | -8.1% | -$7.86万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $88.72万 | 0.01% | 33,966 | 16,111 | 90.2% | $42.08万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $89.01万 | 0.01% | 23,466 | 8,809 | 60.1% | $33.41万 | 加仓 |
| SLB | SLB LIMITED | $89.12万 | 0.01% | 17,342 | 2,351 | 15.7% | $12.08万 | 加仓 |
| UPRO | PROSHARES TR | $89.18万 | 0.01% | 9,196 | 17 | 0.2% | $1,649 | 加仓 |
| HEFA | ISHARES TR | $89.26万 | 0.01% | 21,005 | 293 | 1.4% | $1.25万 | 加仓 |
| AVY | AVERY DENNISON CORP | $89.68万 | 0.01% | 5,193 | -93 | -1.8% | -$1.61万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $90.85万 | 0.01% | 15,197 | 15,197 | — | $90.85万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $91.16万 | 0.01% | 9,901 | -675 | -6.4% | -$6.21万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $91.19万 | 0.01% | 28,794 | 928 | 3.3% | $2.94万 | 加仓 |
| COHR | COHERENT CORP | $91.39万 | 0.01% | 3,837 | 2,360 | 159.8% | $56.21万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $91.61万 | 0.01% | 39,830 | 14,999 | 60.4% | $34.50万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $91.62万 | 0.01% | 26,876 | 26,876 | — | $91.62万 | 新建仓 |
| IJUL | INNOVATOR ETFS TRUST | $91.67万 | 0.01% | 27,160 | 273 | 1.0% | $9,214 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $91.69万 | 0.01% | 11,160 | -822 | -6.9% | -$6.75万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $91.70万 | 0.01% | 9,505 | -190 | -2.0% | -$1.83万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $91.82万 | 0.01% | 33,439 | -5,907 | -15.0% | -$16.22万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $91.83万 | 0.01% | 30,807 | 11,712 | 61.3% | $34.91万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $91.91万 | 0.01% | 3,690 | -58 | -1.5% | -$1.44万 | 减仓 |
| IWV | ISHARES TR | $92.30万 | 0.01% | 2,490 | -1,338 | -35.0% | -$49.60万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $92.35万 | 0.01% | 1,600 | -16,193 | -91.0% | -$934.63万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $92.87万 | 0.01% | 4,979 | 4 | 0.1% | $746 | 加仓 |
| GM | GENERAL MTRS CO | $93.30万 | 0.02% | 12,522 | 707 | 6.0% | $5.27万 | 加仓 |
| AOM | ISHARES TR | $93.54万 | 0.02% | 19,748 | 723 | 3.8% | $3.42万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $93.71万 | 0.02% | 45,915 | -209 | -0.5% | -$4,266 | 减仓 |
| IGV | ISHARES TR | $93.76万 | 0.02% | 11,712 | 7,982 | 214.0% | $63.90万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $93.83万 | 0.02% | 26,770 | 685 | 2.6% | $2.40万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $94.01万 | 0.02% | 12,519 | 2,050 | 19.6% | $15.39万 | 加仓 |
| MPLX | MPLX LP | $94.47万 | 0.02% | 16,553 | -1,492 | -8.3% | -$8.52万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $94.66万 | 0.02% | 8,496 | 284 | 3.5% | $3.16万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $94.91万 | 0.02% | 13,217 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR ETFS TRUST | $95.13万 | 0.02% | 26,220 | 723 | 2.8% | $2.62万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $95.13万 | 0.02% | 47,755 | 849 | 1.8% | $1.69万 | 加仓 |
| — | COHEN & STEERS REAL ESTATE O | $95.31万 | 0.02% | 65,550 | 33,900 | 107.1% | $49.29万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $95.34万 | 0.02% | 18,590 | 2,094 | 12.7% | $10.74万 | 加仓 |
| IWN | ISHARES TR | $95.89万 | 0.02% | 5,058 | 887 | 21.3% | $16.82万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $96.30万 | 0.02% | 79,067 | 1,688 | 2.2% | $2.06万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $96.31万 | 0.02% | 6,724 | -1,339 | -16.6% | -$19.18万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $96.53万 | 0.02% | 28,575 | 28,575 | — | $96.53万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $96.81万 | 0.02% | 47,126 | -723 | -1.5% | -$1.49万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $97.18万 | 0.02% | 11,780 | 478 | 4.2% | $3.94万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $97.36万 | 0.02% | 4,778 | -129 | -2.6% | -$2.63万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $97.81万 | 0.02% | 46,667 | 2,089 | 4.7% | $4.38万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $98.15万 | 0.02% | 79,600 | 407 | 0.5% | $5,018 | 加仓 |
| IOO | ISHARES TR | $98.25万 | 0.02% | 8,122 | -238 | -2.8% | -$2.88万 | 减仓 |
| — | CLEARWAY ENERGY INC | $98.29万 | 0.02% | 25,092 | -25,342 | -50.2% | -$99.26万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $98.35万 | 0.02% | 44,666 | 44,666 | — | $98.35万 | 新建仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $98.49万 | 0.02% | 25,843 | 25,843 | — | $98.49万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $98.69万 | 0.02% | 22,521 | -107 | -0.5% | -$4,689 | 减仓 |
| NDAQ | NASDAQ INC | $99.86万 | 0.02% | 11,763 | -18,875 | -61.6% | -$160.23万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $99.88万 | 0.02% | 38,270 | 6,677 | 21.1% | $17.43万 | 加仓 |
| MET | METLIFE INC | $100.13万 | 0.02% | 14,159 | 737 | 5.5% | $5.21万 | 加仓 |
| XSD | SPDR SERIES TRUST | $100.20万 | 0.02% | 3,073 | 168 | 5.8% | $5.48万 | 加仓 |
| IUSV | ISHARES TR | $101.53万 | 0.02% | 9,930 | 35 | 0.4% | $3,579 | 加仓 |
| IHI | ISHARES TR | $101.64万 | 0.02% | 19,053 | -233 | -1.2% | -$1.24万 | 减仓 |
| CTVA | CORTEVA INC | $101.89万 | 0.02% | 12,172 | 88 | 0.7% | $7,367 | 加仓 |
| TFI | SPDR SERIES TRUST | $102.44万 | 0.02% | 22,593 | -1,196 | -5.0% | -$5.42万 | 减仓 |
| IDXX | IDEXX LABS INC | $102.77万 | 0.02% | 1,829 | -73 | -3.8% | -$4.10万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $103.48万 | 0.02% | 5,098 | -291 | -5.4% | -$5.91万 | 减仓 |
| FSM | FORTUNA MNG CORP | $103.81万 | 0.02% | 104,545 | -39,731 | -27.5% | -$39.45万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $103.87万 | 0.02% | 10,011 | 263 | 2.7% | $2.73万 | 加仓 |
| EXC | EXELON CORP | $103.91万 | 0.02% | 21,198 | -377 | -1.7% | -$1.85万 | 减仓 |
| IWP | ISHARES TR | $104.61万 | 0.02% | 8,165 | 42 | 0.5% | $5,381 | 加仓 |
| DSI | ISHARES TR | $105.22万 | 0.02% | 8,682 | -802 | -8.5% | -$9.72万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $105.65万 | 0.02% | 21,628 | -2,292 | -9.6% | -$11.20万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $105.95万 | 0.02% | 9,437 | -7 | -0.1% | -$786 | 减仓 |
| CIEN | CIENA CORP | $107.66万 | 0.02% | 2,773 | -1,255 | -31.2% | -$48.72万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $107.97万 | 0.02% | 47,416 | 24,717 | 108.9% | $56.28万 | 加仓 |
| VST | VISTRA CORP | $108.12万 | 0.02% | 7,192 | -865 | -10.7% | -$13.00万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $108.24万 | 0.02% | 10,239 | 281 | 2.8% | $2.97万 | 加仓 |
| DVYE | ISHARES INC | $108.25万 | 0.02% | 31,485 | -532 | -1.7% | -$1.83万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $108.33万 | 0.02% | 6,277 | 1,950 | 45.1% | $33.65万 | 加仓 |
| MSTR | STRATEGY INC | $108.71万 | 0.02% | 8,711 | -443 | -4.8% | -$5.53万 | 减仓 |
| SNA | SNAP ON INC | $109.54万 | 0.02% | 3,016 | -393 | -11.5% | -$14.27万 | 减仓 |
| GH | GUARDANT HEALTH INC | $110.00万 | 0.02% | 11,909 | -4,381 | -26.9% | -$40.47万 | 减仓 |
| GCOW | PACER FDS TR | $110.27万 | 0.02% | 23,848 | -1,319 | -5.2% | -$6.10万 | 减仓 |
| IGEB | ISHARES TR | $110.37万 | 0.02% | 24,493 | 8,371 | 51.9% | $37.72万 | 加仓 |
| TER | TERADYNE INC | $110.46万 | 0.02% | 3,726 | -3,436 | -48.0% | -$101.87万 | 减仓 |
| ARTY | ISHARES TR | $110.49万 | 0.02% | 23,745 | 871 | 3.8% | $4.05万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $110.89万 | 0.02% | 26,264 | 26,264 | — | $110.89万 | 新建仓 |
| BIIB | BIOGEN INC | $111.51万 | 0.02% | 6,082 | -657 | -9.7% | -$12.05万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $111.54万 | 0.02% | 20,915 | 418 | 2.0% | $2.23万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $112.21万 | 0.02% | 35,703 | 35,703 | — | $112.21万 | 新建仓 |