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 |
|---|---|---|---|---|---|---|---|---|
| JPEF | J P MORGAN EXCHANGE TRADED F | $94.91万 | 0.02% | 13,217 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS REAL ESTATE O | $95.31万 | 0.02% | 65,550 | 0 | 0.0% | — | 不变 |
| FFLC | FIDELITY COVINGTON TRUST | $95.34万 | 0.02% | 18,590 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $95.50万 | 0.02% | 8,552 | 56 | 0.7% | $6,253 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $95.96万 | 0.02% | 6,693 | -31 | -0.5% | -$4,445 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $96.10万 | 0.02% | 4,801 | -297 | -5.8% | -$5.95万 | 减仓 |
| NDAQ | NASDAQ INC | $96.32万 | 0.02% | 11,727 | -36 | -0.3% | -$2,957 | 减仓 |
| — | INNOVATOR ETFS TRUST | $96.72万 | 0.02% | 46,309 | -817 | -1.7% | -$1.71万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $97.19万 | 0.02% | 4,752 | -26 | -0.5% | -$5,317 | 减仓 |
| BP | BP PLC | $97.23万 | 0.02% | 21,203 | -6,099 | -22.3% | -$27.97万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $97.38万 | 0.02% | 11,741 | -39 | -0.3% | -$3,235 | 减仓 |
| — | CLEARWAY ENERGY INC | $98.27万 | 0.02% | 25,089 | -3 | -0.0% | -$118 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $98.49万 | 0.02% | 25,843 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $98.52万 | 0.02% | 29,504 | 1,939 | 7.0% | $6.47万 | 加仓 |
| IGV | ISHARES TR | $98.76万 | 0.02% | 12,240 | 528 | 4.5% | $4.26万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $98.79万 | 0.02% | 33,985 | -5,815 | -14.6% | -$16.90万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $99.02万 | 0.02% | 37,149 | 3,183 | 9.4% | $8.48万 | 加仓 |
| MSTR | STRATEGY INC | $99.37万 | 0.02% | 8,323 | -388 | -4.5% | -$4.63万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $99.95万 | 0.02% | 44,520 | -146 | -0.3% | -$3,278 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $100.02万 | 0.02% | 3,429 | -1,417 | -29.2% | -$41.33万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $100.04万 | 0.02% | 38,270 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $100.14万 | 0.02% | 3,475 | -1,432 | -29.2% | -$41.27万 | 减仓 |
| IGEB | ISHARES TR | $100.19万 | 0.02% | 22,231 | -2,262 | -9.2% | -$10.19万 | 减仓 |
| IUSV | ISHARES TR | $100.78万 | 0.02% | 9,856 | -74 | -0.7% | -$7,566 | 减仓 |
| AMT | AMERICAN TOWER CORP | $100.82万 | 0.02% | 5,854 | -423 | -6.7% | -$7.29万 | 减仓 |
| EME | EMCOR GROUP INC | $100.97万 | 0.02% | 1,356 | -217 | -13.8% | -$16.16万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $101.24万 | 0.02% | 18,340 | -2,208 | -10.7% | -$12.19万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $101.32万 | 0.02% | 19,485 | 4,230 | 27.7% | $22.00万 | 加仓 |
| IHI | ISHARES TR | $101.50万 | 0.02% | 19,052 | -1 | -0.0% | -$53 | 减仓 |
| D | DOMINION ENERGY INC | $102.22万 | 0.02% | 16,312 | -2,079 | -11.3% | -$13.03万 | 减仓 |
| IDXX | IDEXX LABS INC | $102.52万 | 0.02% | 1,828 | -1 | -0.1% | -$561 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $104.65万 | 0.02% | 50,134 | 3,467 | 7.4% | $7.24万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $104.69万 | 0.02% | 2,005 | -208 | -9.4% | -$10.86万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $104.83万 | 0.02% | 18,154 | -11,539 | -38.9% | -$66.63万 | 减仓 |
| DSI | ISHARES TR | $106.11万 | 0.02% | 8,678 | -4 | -0.0% | -$489 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $106.54万 | 0.02% | 21,628 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $106.59万 | 0.02% | 8,036 | -129 | -1.6% | -$1.71万 | 减仓 |
| TFI | SPDR SERIES TRUST | $107.26万 | 0.02% | 23,481 | 888 | 3.9% | $4.06万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $107.41万 | 0.02% | 34,505 | 3,698 | 12.0% | $11.51万 | 加仓 |
| DVYE | ISHARES INC | $108.07万 | 0.02% | 31,450 | -35 | -0.1% | -$1,203 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $108.18万 | 0.02% | 45,359 | 9,948 | 28.1% | $23.73万 | 加仓 |
| PFF | ISHARES TR | $108.27万 | 0.02% | 35,682 | -4,003 | -10.1% | -$12.15万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $109.04万 | 0.02% | 31,708 | 12,808 | 67.8% | $44.05万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $109.90万 | 0.02% | 13,844 | 1,325 | 10.6% | $10.52万 | 加仓 |
| SNA | SNAP ON INC | $110.61万 | 0.02% | 3,019 | 3 | 0.1% | $1,099 | 加仓 |
| TER | TERADYNE INC | $110.70万 | 0.02% | 3,713 | -13 | -0.3% | -$3,876 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $110.77万 | 0.02% | 52,375 | 4,620 | 9.7% | $9.77万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $110.89万 | 0.02% | 26,264 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $111.07万 | 0.02% | 6,038 | -44 | -0.7% | -$8,094 | 减仓 |
| QYLD | GLOBAL X FDS | $111.25万 | 0.02% | 64,767 | -8,310 | -11.4% | -$14.27万 | 减仓 |
| GCOW | PACER FDS TR | $113.45万 | 0.02% | 24,779 | 931 | 3.9% | $4.26万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $113.47万 | 0.02% | 6,366 | -84,034 | -93.0% | -$1,497.82万 | 减仓 |
| EMB | ISHARES TR | $113.55万 | 0.02% | 12,065 | -146 | -1.2% | -$1.37万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $113.83万 | 0.02% | 21,546 | -2,319 | -9.7% | -$12.25万 | 减仓 |
| CIEN | CIENA CORP | $113.97万 | 0.02% | 2,771 | -2 | -0.1% | -$823 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $114.27万 | 0.02% | 30,915 | -1,273 | -4.0% | -$4.71万 | 减仓 |
| QLC | FLEXSHARES TR | $115.07万 | 0.02% | 14,722 | 0 | 0.0% | — | 不变 |
| FLRG | FIDELITY COVINGTON TRUST | $115.33万 | 0.02% | 31,348 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $115.71万 | 0.02% | 9,287 | -150 | -1.6% | -$1.87万 | 减仓 |
| HDEF | DBX ETF TR | $115.78万 | 0.02% | 35,722 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $115.78万 | 0.02% | 50,328 | 367 | 0.7% | $8,443 | 加仓 |
| MGV | VANGUARD WORLD FD | $116.03万 | 0.02% | 7,930 | -25 | -0.3% | -$3,658 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $116.03万 | 0.02% | 32,134 | 5,258 | 19.6% | $18.99万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $116.13万 | 0.02% | 19,848 | -1,067 | -5.1% | -$6.24万 | 减仓 |
| EUFN | ISHARES TR | $116.34万 | 0.02% | 33,309 | 617 | 1.9% | $2.15万 | 加仓 |
| RMD | RESMED INC | $116.35万 | 0.02% | 5,187 | -1 | -0.0% | -$224 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $117.85万 | 0.02% | 33,057 | 7,682 | 30.3% | $27.39万 | 加仓 |
| GH | GUARDANT HEALTH INC | $117.98万 | 0.02% | 8,013 | -3,896 | -32.7% | -$57.36万 | 减仓 |
| OKE | ONEOK INC NEW | $118.22万 | 0.02% | 13,173 | -3,861 | -22.7% | -$34.65万 | 减仓 |
| CSX | CSX CORP | $118.45万 | 0.02% | 28,281 | -2,209 | -7.2% | -$9.25万 | 减仓 |
| SKOR | FLEXSHARES TR | $118.88万 | 0.02% | 24,450 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $119.07万 | 0.02% | 19,787 | 1,793 | 10.0% | $10.79万 | 加仓 |
| XBIL | RBB FD INC | $119.27万 | 0.02% | 23,844 | -4,789 | -16.7% | -$23.95万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $119.41万 | 0.02% | 7,364 | 9 | 0.1% | $1,459 | 加仓 |
| RIO | RIO TINTO PLC | $119.97万 | 0.02% | 12,829 | -1,165 | -8.3% | -$10.89万 | 减仓 |
| RY | ROYAL BK CDA | $120.75万 | 0.02% | 7,440 | -3,249 | -30.4% | -$52.73万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $121.38万 | 0.02% | 44,563 | -2,853 | -6.0% | -$7.77万 | 减仓 |
| DAL | DELTA AIR LINES INC | $121.52万 | 0.02% | 17,134 | 156 | 0.9% | $1.11万 | 加仓 |
| VHT | VANGUARD WORLD FD | $121.74万 | 0.02% | 4,356 | -4,626 | -51.5% | -$129.28万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $122.18万 | 0.02% | 38,756 | -1,436 | -3.6% | -$4.53万 | 减仓 |
| COHR | COHERENT CORP | $122.53万 | 0.02% | 3,384 | -453 | -11.8% | -$16.40万 | 减仓 |
| CI | THE CIGNA GROUP | $122.92万 | 0.02% | 4,598 | -1,020 | -18.2% | -$27.27万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $123.22万 | 0.02% | 12,793 | -2,499 | -16.3% | -$24.07万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $123.31万 | 0.02% | 50,870 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $124.96万 | 0.02% | 23,264 | -2,117 | -8.3% | -$11.37万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $125.12万 | 0.02% | 24,854 | -623 | -2.4% | -$3.14万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $125.53万 | 0.02% | 23,990 | -1,095 | -4.4% | -$5.73万 | 减仓 |
| INTU | INTUIT | $125.82万 | 0.02% | 2,992 | -766 | -20.4% | -$32.21万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $127.01万 | 0.02% | 32,275 | -180 | -0.6% | -$7,083 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $127.45万 | 0.02% | 21,653 | -486 | -2.2% | -$2.86万 | 减仓 |
| DBEU | DBX ETF TR | $128.12万 | 0.02% | 26,297 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $129.47万 | 0.02% | 1,746 | -103 | -5.6% | -$7.64万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $129.53万 | 0.02% | 3,932 | -1,465 | -27.1% | -$48.26万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $129.82万 | 0.02% | 18,340 | -1,530 | -7.7% | -$10.83万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $129.86万 | 0.02% | 4,272 | -1,039 | -19.6% | -$31.58万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $130.96万 | 0.02% | 10,539 | 13 | 0.1% | $1,615 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $131.23万 | 0.02% | 5,986 | -4,025 | -40.2% | -$88.24万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $131.59万 | 0.02% | 25,991 | -2,533 | -8.9% | -$12.82万 | 减仓 |
| ICOW | PACER FDS TR | $132.16万 | 0.02% | 31,139 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $132.20万 | 0.02% | 14,289 | -3 | -0.0% | -$278 | 减仓 |