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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $132.83万 | 0.02% | 20,393 | -131 | -0.6% | -$8,533 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $132.93万 | 0.02% | 32,649 | -1,646 | -4.8% | -$6.70万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $133.24万 | 0.02% | 22,271 | 7,074 | 46.5% | $42.32万 | 加仓 |
| REVS | COLUMBIA ETF TR I | $133.40万 | 0.02% | 46,609 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $133.54万 | 0.02% | 21,041 | -7 | -0.0% | -$444 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $133.62万 | 0.02% | 42,086 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $133.77万 | 0.02% | 6,841 | -2,415 | -26.1% | -$47.22万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $134.07万 | 0.02% | 26,816 | -250 | -0.9% | -$1.25万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $134.68万 | 0.02% | 31,920 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $135.62万 | 0.02% | 58,612 | -1,173 | -2.0% | -$2.71万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $135.83万 | 0.02% | 31,785 | -460 | -1.4% | -$1.97万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $135.89万 | 0.02% | 4,654 | -606 | -11.5% | -$17.69万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $136.14万 | 0.02% | 12,226 | -7,728 | -38.7% | -$86.06万 | 减仓 |
| IWY | ISHARES TR | $136.30万 | 0.02% | 5,366 | 15 | 0.3% | $3,810 | 加仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $136.52万 | 0.02% | 63,766 | -8,194 | -11.4% | -$17.54万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $137.07万 | 0.02% | 50,842 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $137.15万 | 0.02% | 5,391 | -318 | -5.6% | -$8.09万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $137.55万 | 0.02% | 21,228 | -561 | -2.6% | -$3.64万 | 减仓 |
| CRAI | CRA INTL INC | $137.70万 | 0.02% | 8,506 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $138.08万 | 0.02% | 29,896 | -5,551 | -15.7% | -$25.64万 | 减仓 |
| PAYX | PAYCHEX INC | $138.30万 | 0.02% | 14,921 | -125 | -0.8% | -$1.16万 | 减仓 |
| DEO | DIAGEO PLC | $138.31万 | 0.02% | 18,570 | -222 | -1.2% | -$1.65万 | 减仓 |
| GTOQ | INVESCO ACTIVELY MANAGED EXC | $138.41万 | 0.02% | 62,735 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $139.63万 | 0.02% | 3,142 | -43 | -1.4% | -$1.91万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $139.80万 | 0.02% | 59,877 | -3,454 | -5.5% | -$8.06万 | 减仓 |
| — | EA SERIES TRUST | $140.54万 | 0.02% | 55,917 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $140.70万 | 0.02% | 56,791 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $140.71万 | 0.02% | 10,803 | 96 | 0.9% | $1.25万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $141.17万 | 0.02% | 56,996 | -1,131 | -1.9% | -$2.80万 | 减仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $141.19万 | 0.02% | 50,371 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $141.32万 | 0.02% | 31,764 | 600 | 1.9% | $2.67万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $141.90万 | 0.02% | 61,377 | -77 | -0.1% | -$1,780 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $142.27万 | 0.02% | 6,653 | -4,914 | -42.5% | -$105.08万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $142.37万 | 0.02% | 28,832 | 0 | 0.0% | — | 不变 |
| DDWM | WISDOMTREE TR | $142.56万 | 0.02% | 32,319 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $142.75万 | 0.02% | 39,695 | -264 | -0.7% | -$9,494 | 减仓 |
| IYW | ISHARES TR | $143.56万 | 0.02% | 7,825 | -4,864 | -38.3% | -$89.23万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $144.51万 | 0.02% | 20,538 | -1,332 | -6.1% | -$9.37万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $144.66万 | 0.02% | 6,647 | -87 | -1.3% | -$1.89万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $145.60万 | 0.02% | 17,714 | -559 | -3.1% | -$4.59万 | 减仓 |
| FIX | COMFORT SYS USA INC | $145.99万 | 0.02% | 1,027 | -35 | -3.3% | -$4.98万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $146.20万 | 0.02% | 15,131 | -154 | -1.0% | -$1.49万 | 减仓 |
| USFR | WISDOMTREE TR | $146.93万 | 0.02% | 29,187 | -359 | -1.2% | -$1.81万 | 减仓 |
| GWW | WW GRAINGER INC | $147.12万 | 0.02% | 1,338 | -25 | -1.8% | -$2.75万 | 减仓 |
| DIVB | ISHARES TR | $147.58万 | 0.02% | 27,355 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $148.02万 | 0.02% | 28,249 | 4,504 | 19.0% | $23.60万 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $148.08万 | 0.02% | 91,016 | 0 | 0.0% | — | 不变 |
| INCM | FRANKLIN TEMPLETON ETF TR | $148.77万 | 0.02% | 51,403 | 27,334 | 113.6% | $79.11万 | 加仓 |
| CCK | CROWN HLDGS INC | $148.91万 | 0.02% | 14,834 | 77 | 0.5% | $7,729 | 加仓 |
| VPU | VANGUARD WORLD FD | $149.14万 | 0.02% | 7,527 | -648 | -7.9% | -$12.84万 | 减仓 |
| BIL | SPDR SERIES TRUST | $149.32万 | 0.02% | 16,294 | -51,982 | -76.1% | -$476.36万 | 减仓 |
| SHV | ISHARES TR | $149.48万 | 0.02% | 13,543 | 971 | 7.7% | $10.72万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $149.92万 | 0.02% | 47,351 | -320 | -0.7% | -$1.01万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $150.14万 | 0.02% | 19,360 | 0 | 0.0% | — | 不变 |
| STXF | EA SERIES TRUST | $150.66万 | 0.03% | 35,898 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $150.78万 | 0.03% | 32,890 | -3 | -0.0% | -$138 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $151.08万 | 0.03% | 30,145 | 0 | 0.0% | — | 不变 |
| NOCT | INNOVATOR ETFS TRUST | $151.28万 | 0.03% | 26,840 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $152.34万 | 0.03% | 18,777 | -208 | -1.1% | -$1.69万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $153.21万 | 0.03% | 52,777 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $153.99万 | 0.03% | 20,946 | -734 | -3.4% | -$5.40万 | 减仓 |
| GERN | GERON CORP | $154.03万 | 0.03% | 1,033,779 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $154.54万 | 0.03% | 14,939 | -1,346 | -8.3% | -$13.92万 | 减仓 |
| XSD | SPDR SERIES TRUST | $154.91万 | 0.03% | 3,099 | 26 | 0.8% | $1.30万 | 加仓 |
| MOAT | VANECK ETF TRUST | $155.71万 | 0.03% | 16,098 | -603 | -3.6% | -$5.83万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $155.91万 | 0.03% | 22,882 | 8 | 0.0% | $545 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $156.58万 | 0.03% | 68,798 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $156.88万 | 0.03% | 33,305 | -1,316 | -3.8% | -$6.20万 | 减仓 |
| EBAY | EBAY INC. | $157.19万 | 0.03% | 17,161 | -8 | -0.0% | -$733 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $158.00万 | 0.03% | 46,625 | 5,633 | 13.7% | $19.09万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $158.83万 | 0.03% | 4,489 | -20 | -0.4% | -$7,076 | 减仓 |
| NEAR | ISHARES U S ETF TR | $159.23万 | 0.03% | 31,322 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $159.52万 | 0.03% | 12,667 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $161.47万 | 0.03% | 52,820 | 754 | 1.4% | $2.30万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $161.55万 | 0.03% | 55,804 | -1,400 | -2.4% | -$4.05万 | 减仓 |
| — | ELEVATION SERIES TRUST | $161.61万 | 0.03% | 60,281 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $161.62万 | 0.03% | 35,272 | -3,940 | -10.0% | -$18.05万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $162.15万 | 0.03% | 7,466 | -1,220 | -14.0% | -$26.50万 | 减仓 |
| TLT | ISHARES TR | $162.67万 | 0.03% | 18,798 | 3,102 | 19.8% | $26.84万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $163.90万 | 0.03% | 66,379 | 46,930 | 241.3% | $115.88万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $164.61万 | 0.03% | 14,583 | -13,378 | -47.8% | -$151.01万 | 减仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $164.92万 | 0.03% | 44,843 | -519 | -1.1% | -$1.91万 | 减仓 |
| LIN | LINDE PLC | $165.44万 | 0.03% | 3,314 | -441 | -11.7% | -$22.02万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $165.84万 | 0.03% | 11,967 | -848 | -6.6% | -$11.75万 | 减仓 |
| DHS | WISDOMTREE TR | $167.20万 | 0.03% | 15,304 | -14 | -0.1% | -$1,530 | 减仓 |
| AMRZ | AMRIZE LTD | $167.28万 | 0.03% | 29,872 | 231 | 0.8% | $1.29万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $167.98万 | 0.03% | 64,907 | -315 | -0.5% | -$8,152 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $170.82万 | 0.03% | 28,759 | -2,388 | -7.7% | -$14.18万 | 减仓 |
| CTAS | CINTAS CORP | $171.38万 | 0.03% | 10,128 | -63 | -0.6% | -$1.07万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $171.45万 | 0.03% | 34,255 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $172.29万 | 0.03% | 12,115 | -160 | -1.3% | -$2.28万 | 减仓 |
| TDV | PROSHARES TR | $172.30万 | 0.03% | 20,340 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $172.45万 | 0.03% | 3,029 | -579 | -16.0% | -$32.96万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $172.97万 | 0.03% | 66,524 | 0 | 0.0% | — | 不变 |
| MAYW | AIM ETF PRODUCTS TRUST | $173.23万 | 0.03% | 49,823 | -4,628 | -8.5% | -$16.09万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $173.36万 | 0.03% | 10,013 | -213 | -2.1% | -$3.69万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $173.37万 | 0.03% | 50,923 | 734 | 1.5% | $2.50万 | 加仓 |
| IHDG | WISDOMTREE TR | $173.57万 | 0.03% | 36,049 | -107 | -0.3% | -$5,152 | 减仓 |
| ET | ENERGY TRANSFER L P | $174.87万 | 0.03% | 90,684 | -21,600 | -19.2% | -$41.65万 | 减仓 |
| ENB | ENBRIDGE INC | $175.74万 | 0.03% | 32,452 | -6,806 | -17.3% | -$36.86万 | 减仓 |