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 |
|---|---|---|---|---|---|---|---|---|
| SU | SUNCOR ENERGY INC NEW | $176.08万 | 0.03% | 26,941 | -1,631 | -5.7% | -$10.66万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $176.12万 | 0.03% | 18,602 | -3,447 | -15.6% | -$32.64万 | 减仓 |
| AMLP | ALPS ETF TR | $176.48万 | 0.03% | 33,552 | -60 | -0.2% | -$3,156 | 减仓 |
| IWB | ISHARES TR | $176.78万 | 0.03% | 4,550 | -1,126 | -19.8% | -$43.75万 | 减仓 |
| VLU | SPDR SERIES TRUST | $176.92万 | 0.03% | 8,119 | 133 | 1.7% | $2.90万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $177.82万 | 0.03% | 70,598 | -33 | -0.0% | -$831 | 减仓 |
| WAB | WABTEC | $178.36万 | 0.03% | 7,123 | -82 | -1.1% | -$2.05万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $178.63万 | 0.03% | 30,223 | -214 | -0.7% | -$1.26万 | 减仓 |
| MELI | MERCADOLIBRE INC | $178.74万 | 0.03% | 1,040 | -198 | -16.0% | -$34.03万 | 减仓 |
| SOXX | ISHARES TR | $179.91万 | 0.03% | 5,334 | -89 | -1.6% | -$3.00万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $180.50万 | 0.03% | 40,398 | -16 | -0.0% | -$715 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $180.67万 | 0.03% | 22,700 | 208 | 0.9% | $1.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $181.22万 | 0.03% | 46,048 | -614 | -1.3% | -$2.42万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $181.43万 | 0.03% | 66,625 | 509 | 0.8% | $1.39万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $181.51万 | 0.03% | 100,837 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $182.54万 | 0.03% | 44,366 | 388 | 0.9% | $1.60万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $182.55万 | 0.03% | 6,925 | -448 | -6.1% | -$11.81万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $182.98万 | 0.03% | 27,232 | -13 | -0.0% | -$873 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $183.38万 | 0.03% | 24,540 | -29 | -0.1% | -$2,167 | 减仓 |
| VLY | VALLEY NATL BANCORP | $183.40万 | 0.03% | 148,575 | -50,668 | -25.4% | -$62.54万 | 减仓 |
| LMUB | ISHARES TR | $183.71万 | 0.03% | 36,220 | 558 | 1.6% | $2.83万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $184.03万 | 0.03% | 17,408 | -6,202 | -26.3% | -$65.57万 | 减仓 |
| ACWI | ISHARES TR | $184.99万 | 0.03% | 13,369 | 0 | 0.0% | — | 不变 |
| PALC | PACER FDS TR | $184.99万 | 0.03% | 35,705 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $186.15万 | 0.03% | 7,254 | -164 | -2.2% | -$4.21万 | 减仓 |
| TRGP | TARGA RES CORP | $187.05万 | 0.03% | 7,458 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $187.17万 | 0.03% | 65,835 | -50 | -0.1% | -$1,421 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $187.49万 | 0.03% | 89,707 | -251 | -0.3% | -$5,246 | 减仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $187.79万 | 0.03% | 51,809 | 20 | 0.0% | $725 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $188.42万 | 0.03% | 17,362 | -43 | -0.2% | -$4,667 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $189.43万 | 0.03% | 28,836 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $193.02万 | 0.03% | 41,898 | -4,230 | -9.2% | -$19.49万 | 减仓 |
| DTCR | GLOBAL X FDS | $193.77万 | 0.03% | 80,874 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $193.82万 | 0.03% | 37,834 | -828 | -2.1% | -$4.24万 | 减仓 |
| MMM | 3M CO | $193.86万 | 0.03% | 13,316 | -361 | -2.6% | -$5.26万 | 减仓 |
| SNPS | SYNOPSYS INC | $195.63万 | 0.03% | 4,908 | -81 | -1.6% | -$3.23万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $196.21万 | 0.03% | 180,336 | -13,111 | -6.8% | -$14.26万 | 减仓 |
| PGR | PROGRESSIVE CORP | $197.81万 | 0.03% | 9,934 | -120 | -1.2% | -$2.39万 | 减仓 |
| GQQQ | EA SERIES TRUST | $198.19万 | 0.03% | 68,858 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $198.52万 | 0.03% | 35,605 | 15 | 0.0% | $836 | 加仓 |
| HGER | HARBOR ETF TRUST | $198.68万 | 0.03% | 64,069 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $198.85万 | 0.03% | 44,272 | -1,682 | -3.7% | -$7.55万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $198.86万 | 0.03% | 28,211 | -125 | -0.4% | -$8,811 | 减仓 |
| IBB | ISHARES TR | $199.64万 | 0.03% | 11,631 | -328 | -2.7% | -$5.63万 | 减仓 |
| VTR | VENTAS INC | $199.94万 | 0.03% | 24,434 | -1 | -0.0% | -$82 | 减仓 |
| — | INNOVATOR ETFS TRUST | $200.07万 | 0.03% | 81,027 | -151 | -0.2% | -$3,729 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $201.39万 | 0.03% | 8,631 | -77 | -0.9% | -$1.80万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $201.55万 | 0.03% | 41,455 | 4,691 | 12.8% | $22.81万 | 加仓 |
| AZN | ASTRAZENECA PLC | $201.60万 | 0.03% | 10,283 | -3,496 | -25.4% | -$68.54万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $201.86万 | 0.03% | 18,276 | -1,717 | -8.6% | -$18.96万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $202.01万 | 0.03% | 56,841 | -3,369 | -5.6% | -$11.97万 | 减仓 |
| GRNY | TIDAL TRUST I | $202.14万 | 0.03% | 84,684 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $202.43万 | 0.03% | 34,017 | -23 | -0.1% | -$1,369 | 减仓 |
| PSX | PHILLIPS 66 | $202.75万 | 0.03% | 11,181 | -495 | -4.2% | -$8.98万 | 减仓 |
| WAT | WATERS CORP | $202.76万 | 0.03% | 6,801 | -167 | -2.4% | -$4.98万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $205.52万 | 0.03% | 18,210 | 249 | 1.4% | $2.81万 | 加仓 |
| YYY | AMPLIFY ETF TR | $206.09万 | 0.03% | 186,847 | -44 | -0.0% | -$485 | 减仓 |
| ANGL | VANECK ETF TRUST | $206.19万 | 0.03% | 71,688 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $206.91万 | 0.03% | 39,375 | -463 | -1.2% | -$2.43万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $207.31万 | 0.03% | 19,109 | -505 | -2.6% | -$5.48万 | 减仓 |
| MUNI | PIMCO ETF TR | $210.29万 | 0.03% | 40,294 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $210.85万 | 0.03% | 8,418 | -200 | -2.3% | -$5.01万 | 减仓 |
| CACI | CACI INTL INC | $210.86万 | 0.03% | 3,883 | 4 | 0.1% | $2,172 | 加仓 |
| NEM | NEWMONT CORP | $211.83万 | 0.04% | 19,700 | -543 | -2.7% | -$5.84万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $211.87万 | 0.04% | 42,130 | 42,130 | — | $211.87万 | 新建仓 |
| ROE | EA SERIES TRUST | $212.42万 | 0.04% | 59,956 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $214.01万 | 0.04% | 43,235 | -292 | -0.7% | -$1.45万 | 减仓 |
| SO | SOUTHERN CO | $214.09万 | 0.04% | 22,194 | -7,671 | -25.7% | -$74.00万 | 减仓 |
| TQQQ | PROSHARES TR | $216.89万 | 0.04% | 52,038 | -592 | -1.1% | -$2.47万 | 减仓 |
| BE | BLOOM ENERGY CORP | $216.96万 | 0.04% | 7,874 | -3,614 | -31.5% | -$99.58万 | 减仓 |
| STT | STATE STR CORP | $218.42万 | 0.04% | 17,174 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $218.76万 | 0.04% | 8,673 | 2,072 | 31.4% | $52.26万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $219.05万 | 0.04% | 10,755 | -15,353 | -58.8% | -$312.70万 | 减仓 |
| VEEV | VEEVA SYS INC | $223.26万 | 0.04% | 12,709 | -11 | -0.1% | -$1,932 | 减仓 |
| PLD | PROLOGIS INC. | $224.07万 | 0.04% | 16,916 | -60 | -0.4% | -$7,948 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $224.64万 | 0.04% | 27,179 | -1,286 | -4.5% | -$10.63万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $225.01万 | 0.04% | 44,306 | -3,590 | -7.5% | -$18.23万 | 减仓 |
| DHR | DANAHER CORP DEL | $225.34万 | 0.04% | 11,882 | -979 | -7.6% | -$18.57万 | 减仓 |
| IJT | ISHARES TR | $225.78万 | 0.04% | 15,581 | -2,550 | -14.1% | -$36.95万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $227.13万 | 0.04% | 36,308 | -1,345 | -3.6% | -$8.41万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $227.71万 | 0.04% | 8,205 | -1,072 | -11.6% | -$29.75万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $229.22万 | 0.04% | 77,386 | 246 | 0.3% | $7,287 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $230.11万 | 0.04% | 69,837 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $230.45万 | 0.04% | 9,335 | -1,338 | -12.5% | -$33.03万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $231.96万 | 0.04% | 12,872 | -100 | -0.8% | -$1.80万 | 减仓 |
| SHEL | SHELL PLC | $233.68万 | 0.04% | 25,364 | -699 | -2.7% | -$6.44万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $235.30万 | 0.04% | 70,528 | 42 | 0.1% | $1,401 | 加仓 |
| VOT | VANGUARD INDEX FDS | $237.86万 | 0.04% | 9,243 | -1,091 | -10.6% | -$28.08万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $238.70万 | 0.04% | 2,602 | -58 | -2.2% | -$5.32万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $238.75万 | 0.04% | 1,893 | -1 | -0.1% | -$1,261 | 减仓 |
| KKR | KKR & CO INC | $239.27万 | 0.04% | 25,869 | -982 | -3.7% | -$9.08万 | 减仓 |
| IEUR | ISHARES TR | $240.00万 | 0.04% | 32,213 | -19,137 | -37.3% | -$142.58万 | 减仓 |
| SHLD | GLOBAL X FDS | $240.79万 | 0.04% | 34,494 | 618 | 1.8% | $4.31万 | 加仓 |
| CAOS | EA SERIES TRUST | $244.43万 | 0.04% | 26,931 | 0 | 0.0% | — | 不变 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $244.95万 | 0.04% | 63,229 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $246.56万 | 0.04% | 107,450 | -1,145 | -1.1% | -$2.63万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $247.10万 | 0.04% | 23,967 | -1,233 | -4.9% | -$12.71万 | 减仓 |
| IEI | ISHARES TR | $248.50万 | 0.04% | 20,953 | -19 | -0.1% | -$2,253 | 减仓 |
| SHOP | SHOPIFY INC | $248.59万 | 0.04% | 20,983 | -2,112 | -9.1% | -$25.02万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $248.62万 | 0.04% | 24,972 | 575 | 2.4% | $5.72万 | 加仓 |