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 |
|---|---|---|---|---|---|---|---|---|
| ANGL | VANECK ETF TRUST | $205.89万 | 0.03% | 71,688 | 36,240 | 102.2% | $104.08万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $206.10万 | 0.03% | 45,954 | 6,435 | 16.3% | $28.86万 | 加仓 |
| YYY | AMPLIFY ETF TR | $206.14万 | 0.03% | 186,891 | 30,835 | 19.8% | $34.01万 | 加仓 |
| WAT | WATERS CORP | $207.52万 | 0.03% | 6,968 | 404 | 6.2% | $12.03万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $207.79万 | 0.03% | 22,049 | 299 | 1.4% | $2.82万 | 加仓 |
| IGSB | ISHARES TR | $209.39万 | 0.03% | 39,838 | -2,406 | -5.7% | -$12.65万 | 减仓 |
| MUNI | PIMCO ETF TR | $210.29万 | 0.03% | 40,294 | 1,627 | 4.2% | $8.49万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $210.45万 | 0.03% | 19,614 | -1,059 | -5.1% | -$11.36万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $210.47万 | 0.03% | 193,447 | -7,250 | -3.6% | -$7.89万 | 减仓 |
| CACI | CACI INTL INC | $210.97万 | 0.03% | 3,879 | -102 | -2.6% | -$5.55万 | 减仓 |
| ROE | EA SERIES TRUST | $212.42万 | 0.03% | 59,956 | -245 | -0.4% | -$8,680 | 减仓 |
| ENB | ENBRIDGE INC | $212.43万 | 0.03% | 39,258 | 2,847 | 7.8% | $15.41万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $212.51万 | 0.03% | 46,128 | 2,351 | 5.4% | $10.83万 | 加仓 |
| PSX | PHILLIPS 66 | $212.71万 | 0.03% | 11,676 | -731 | -5.9% | -$13.32万 | 减仓 |
| MELI | MERCADOLIBRE INC | $214.13万 | 0.03% | 1,238 | -80 | -6.1% | -$13.84万 | 减仓 |
| PULS | PGIM ETF TR | $215.46万 | 0.03% | 43,527 | 37,789 | 658.6% | $187.05万 | 加仓 |
| PRI | PRIMERICA INC | $215.86万 | 0.03% | 8,618 | 784 | 10.0% | $19.64万 | 加仓 |
| ET | ENERGY TRANSFER L P | $216.71万 | 0.03% | 112,284 | -2,215 | -1.9% | -$4.27万 | 减仓 |
| STT | STATE STR CORP | $217.35万 | 0.04% | 17,174 | 14,731 | 603.0% | $186.44万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $217.46万 | 0.04% | 19,954 | 1,381 | 7.4% | $15.05万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $217.71万 | 0.04% | 45,056 | 70 | 0.2% | $3,382 | 加仓 |
| NEM | NEWMONT CORP | $219.13万 | 0.04% | 20,243 | 988 | 5.1% | $10.70万 | 加仓 |
| TQQQ | PROSHARES TR | $219.36万 | 0.04% | 52,630 | -2,227 | -4.1% | -$9.28万 | 减仓 |
| PAVE | GLOBAL X FDS | $219.43万 | 0.04% | 43,186 | 2,826 | 7.0% | $14.36万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $221.64万 | 0.04% | 19,993 | 359 | 1.8% | $3.98万 | 加仓 |
| VEEV | VEEVA SYS INC | $223.44万 | 0.04% | 12,720 | -166 | -1.3% | -$2.92万 | 减仓 |
| PLD | PROLOGIS INC. | $224.39万 | 0.04% | 16,976 | -1,000 | -5.6% | -$13.22万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $224.94万 | 0.04% | 37,653 | 278 | 0.7% | $1.66万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $225.77万 | 0.04% | 25,200 | 25,200 | — | $225.77万 | 新建仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $226.48万 | 0.04% | 77,140 | 26,258 | 51.6% | $77.09万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $229.62万 | 0.04% | 41,810 | 95 | 0.2% | $5,217 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $230.11万 | 0.04% | 69,837 | 878 | 1.3% | $2.89万 | 加仓 |
| IYW | ISHARES TR | $230.21万 | 0.04% | 12,689 | -1,438 | -10.2% | -$26.09万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $230.37万 | 0.04% | 90,166 | 8,514 | 10.4% | $21.75万 | 加仓 |
| SNDK | SANDISK CORP | $231.77万 | 0.04% | 3,648 | 2,564 | 236.5% | $162.90万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $232.98万 | 0.04% | 54,018 | 7,417 | 15.9% | $31.99万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $233.76万 | 0.04% | 12,972 | 1,914 | 17.3% | $34.49万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $234.11万 | 0.04% | 24,397 | 486 | 2.0% | $4.66万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $234.63万 | 0.04% | 28,465 | 1,804 | 6.8% | $14.87万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $236.34万 | 0.04% | 70,486 | -12,957 | -15.5% | -$43.45万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $237.61万 | 0.04% | 47,896 | 625 | 1.3% | $3.10万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $238.14万 | 0.04% | 2,660 | -188 | -6.6% | -$16.83万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $238.87万 | 0.04% | 1,894 | -911 | -32.5% | -$114.90万 | 减仓 |
| SHLD | GLOBAL X FDS | $239.98万 | 0.04% | 33,876 | 6,454 | 23.5% | $45.72万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $240.70万 | 0.04% | 11,567 | 583 | 5.3% | $12.13万 | 加仓 |
| SHEL | SHELL PLC | $242.39万 | 0.04% | 26,063 | 2,009 | 8.4% | $18.68万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $242.57万 | 0.04% | 52,277 | 32,468 | 163.9% | $150.65万 | 加仓 |
| DHR | DANAHER CORP DEL | $243.84万 | 0.04% | 12,861 | -1,070 | -7.7% | -$20.29万 | 减仓 |
| CAOS | EA SERIES TRUST | $244.43万 | 0.04% | 26,931 | 23,174 | 616.8% | $210.33万 | 加仓 |
| VHT | VANGUARD WORLD FD | $244.60万 | 0.04% | 8,982 | 30 | 0.3% | $8,170 | 加仓 |
| VLY | VALLEY NATL BANCORP | $244.67万 | 0.04% | 199,243 | 116,826 | 141.7% | $143.46万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $244.95万 | 0.04% | 63,229 | -9,618 | -13.2% | -$37.26万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $245.99万 | 0.04% | 10,673 | -905 | -7.8% | -$20.86万 | 减仓 |
| KKR | KKR & CO INC | $248.37万 | 0.04% | 26,851 | -2,541 | -8.6% | -$23.50万 | 减仓 |
| IEI | ISHARES TR | $248.73万 | 0.04% | 20,972 | 2,930 | 16.2% | $34.75万 | 加仓 |
| IBHF | ISHARES TR | $249.23万 | 0.04% | 108,595 | -51,769 | -32.3% | -$118.81万 | 减仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $251.54万 | 0.04% | 85,412 | 278 | 0.3% | $8,187 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $251.93万 | 0.04% | 54,612 | 7,817 | 16.7% | $36.06万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $256.15万 | 0.04% | 9,218 | -487 | -5.0% | -$13.53万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $257.86万 | 0.04% | 25,345 | -16,827 | -39.9% | -$171.20万 | 减仓 |
| IWO | ISHARES TR | $258.87万 | 0.04% | 8,249 | 1,510 | 22.4% | $47.39万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $259.05万 | 0.04% | 9,277 | 4,622 | 99.3% | $129.07万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $261.01万 | 0.04% | 99,393 | 16,854 | 20.4% | $44.26万 | 加仓 |
| IJT | ISHARES TR | $262.37万 | 0.04% | 18,131 | -1,405 | -7.2% | -$20.33万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $262.59万 | 0.04% | 28,446 | 2,648 | 10.3% | $24.44万 | 加仓 |
| NUE | NUCOR CORP | $264.78万 | 0.04% | 15,658 | -63 | -0.4% | -$1.07万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $265.95万 | 0.04% | 10,334 | -551 | -5.1% | -$14.18万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $266.48万 | 0.04% | 12,338 | 164 | 1.3% | $3.54万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $267.32万 | 0.04% | 156,237 | 81,880 | 110.1% | $140.10万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $268.35万 | 0.04% | 62,248 | 8,472 | 15.8% | $36.52万 | 加仓 |
| IWD | ISHARES TR | $268.57万 | 0.04% | 12,569 | -6,713 | -34.8% | -$143.44万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $269.71万 | 0.04% | 109,981 | -3,558 | -3.1% | -$8.73万 | 减仓 |
| AZN | ASTRAZENECA PLC | $270.09万 | 0.04% | 13,779 | 13,779 | — | $270.09万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $271.86万 | 0.04% | 10,704 | -20 | -0.2% | -$5,080 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $273.90万 | 0.04% | 82,081 | 29,866 | 57.2% | $99.66万 | 加仓 |
| SHOP | SHOPIFY INC | $273.96万 | 0.04% | 23,095 | -4,232 | -15.5% | -$50.20万 | 减仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $275.32万 | 0.04% | 117,859 | 12,273 | 11.6% | $28.67万 | 加仓 |
| INTC | INTEL CORP | $277.47万 | 0.04% | 62,876 | 6,326 | 11.2% | $27.92万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $277.80万 | 0.04% | 124,349 | 39,121 | 45.9% | $87.40万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $279.81万 | 0.05% | 21,346 | -495 | -2.3% | -$6.49万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $281.88万 | 0.05% | 78,496 | 751 | 1.0% | $2.70万 | 加仓 |
| APP | APPLOVIN CORP | $282.36万 | 0.05% | 7,095 | 1,468 | 26.1% | $58.42万 | 加仓 |
| XJH | ISHARES TR | $283.09万 | 0.05% | 62,396 | 1,418 | 2.3% | $6.43万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $283.18万 | 0.05% | 56,881 | 625 | 1.1% | $3.11万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $284.54万 | 0.05% | 20,571 | 16,340 | 386.2% | $226.02万 | 加仓 |
| EMR | EMERSON ELEC CO | $287.16万 | 0.05% | 21,917 | -980 | -4.3% | -$12.84万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $287.70万 | 0.05% | 6,241 | -647 | -9.4% | -$29.83万 | 减仓 |
| SO | SOUTHERN CO | $288.26万 | 0.05% | 29,865 | -235 | -0.8% | -$2.27万 | 减仓 |
| KRE | SPDR SERIES TRUST | $288.89万 | 0.05% | 44,342 | -3,027 | -6.4% | -$19.72万 | 减仓 |
| — | NUVEEN MUN INCOME FD INC | $289.13万 | 0.05% | 276,683 | 276,683 | — | $289.13万 | 新建仓 |
| EWJ | ISHARES INC | $291.55万 | 0.05% | 34,527 | 8,068 | 30.5% | $68.13万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $294.40万 | 0.05% | 171,961 | 25,570 | 17.5% | $43.78万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $295.42万 | 0.05% | 80,982 | 80,982 | — | $295.42万 | 新建仓 |
| — | EA SERIES TRUST | $296.19万 | 0.05% | 81,259 | 2,485 | 3.2% | $9.06万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $297.63万 | 0.05% | 75,502 | -2,638 | -3.4% | -$10.40万 | 减仓 |
| USB | US BANCORP | $298.32万 | 0.05% | 57,359 | -4,770 | -7.7% | -$24.81万 | 减仓 |
| VDE | VANGUARD WORLD FD | $301.37万 | 0.05% | 17,416 | 95 | 0.5% | $1.64万 | 加仓 |
| NKE | NIKE INC | $304.79万 | 0.05% | 57,703 | 3,125 | 5.7% | $16.51万 | 加仓 |
| DVY | ISHARES TR | $307.66万 | 0.05% | 20,320 | -1,331 | -6.1% | -$20.15万 | 减仓 |
| BBY | BEST BUY INC | $308.10万 | 0.05% | 47,991 | -2,263 | -4.5% | -$14.53万 | 减仓 |