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 |
|---|---|---|---|---|---|---|---|---|
| SBND | COLUMBIA ETF TR I | $308.60万 | 0.05% | 164,278 | -22,261 | -11.9% | -$41.82万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $308.69万 | 0.05% | 81,578 | -2,879 | -3.4% | -$10.89万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $309.97万 | 0.05% | 80,575 | 80,575 | — | $309.97万 | 新建仓 |
| APRW | AIM ETF PRODUCTS TRUST | $310.97万 | 0.05% | 87,906 | 87,906 | — | $310.97万 | 新建仓 |
| KMX | CARMAX INC | $310.98万 | 0.05% | 74,790 | -36,223 | -32.6% | -$150.62万 | 减仓 |
| BA | BOEING CO | $311.04万 | 0.05% | 15,628 | 1,580 | 11.2% | $31.45万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $311.47万 | 0.05% | 38,895 | -1,091 | -2.7% | -$8.74万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $312.69万 | 0.05% | 61,785 | 21,072 | 51.8% | $106.65万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $314.52万 | 0.05% | 33,552 | 516 | 1.6% | $4.84万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $316.46万 | 0.05% | 27,961 | -3,910 | -12.3% | -$44.25万 | 减仓 |
| EEM | ISHARES TR | $318.58万 | 0.05% | 56,098 | 7,502 | 15.4% | $42.60万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $321.08万 | 0.05% | 131,052 | 2,397 | 1.9% | $5.87万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $321.91万 | 0.05% | 68,447 | -5,838 | -7.9% | -$27.46万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $322.28万 | 0.05% | 70,800 | -6,263 | -8.1% | -$28.51万 | 减仓 |
| SPYI | NEOS ETF TRUST | $322.30万 | 0.05% | 65,282 | 60,853 | 1,374.0% | $300.43万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $322.93万 | 0.05% | 81,139 | 9,540 | 13.3% | $37.97万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $327.13万 | 0.05% | 8,379 | -454 | -5.1% | -$17.73万 | 减仓 |
| IEF | ISHARES TR | $330.76万 | 0.05% | 34,656 | -37,287 | -51.8% | -$355.87万 | 减仓 |
| IWR | ISHARES TR | $331.40万 | 0.05% | 34,084 | -592 | -1.7% | -$5.76万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $335.01万 | 0.05% | 71,416 | -940 | -1.3% | -$4.41万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $336.15万 | 0.05% | 29,036 | 495 | 1.7% | $5.73万 | 加仓 |
| VV | VANGUARD INDEX FDS | $336.82万 | 0.05% | 11,270 | -14,838 | -56.8% | -$443.45万 | 减仓 |
| IAGG | ISHARES TR | $338.52万 | 0.05% | 67,650 | 3,112 | 4.8% | $15.57万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $339.41万 | 0.05% | 88,344 | 13,759 | 18.4% | $52.86万 | 加仓 |
| JNK | SPDR SERIES TRUST | $339.75万 | 0.05% | 35,494 | 2,548 | 7.7% | $24.39万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $341.60万 | 0.06% | 91,361 | 7,437 | 8.9% | $27.81万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $342.12万 | 0.06% | 95,298 | 47,611 | 99.8% | $170.92万 | 加仓 |
| AON | AON PLC | $343.89万 | 0.06% | 10,654 | 7,390 | 226.4% | $238.53万 | 加仓 |
| IWX | ISHARES TR | $344.18万 | 0.06% | 37,141 | -937 | -2.5% | -$8.68万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $347.70万 | 0.06% | 76,166 | 959 | 1.3% | $4.38万 | 加仓 |
| HYG | ISHARES TR | $350.49万 | 0.06% | 44,054 | 3,884 | 9.7% | $30.90万 | 加仓 |
| COWG | PACER FDS TR | $350.81万 | 0.06% | 103,978 | -15,205 | -12.8% | -$51.30万 | 减仓 |
| SHYG | ISHARES TR | $351.29万 | 0.06% | 83,027 | 6,352 | 8.3% | $26.88万 | 加仓 |
| HDV | ISHARES TR | $354.04万 | 0.06% | 26,086 | 886 | 3.5% | $12.02万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $354.39万 | 0.06% | 19,426 | 601 | 3.2% | $10.96万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $356.19万 | 0.06% | 11,776 | -70 | -0.6% | -$2.12万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $356.77万 | 0.06% | 75,780 | -1,258 | -1.6% | -$5.92万 | 减仓 |
| ECL | ECOLAB INC | $357.74万 | 0.06% | 13,448 | 85 | 0.6% | $2.26万 | 加仓 |
| WELL | WELLTOWER INC | $358.88万 | 0.06% | 18,152 | 2,429 | 15.4% | $48.02万 | 加仓 |
| IEUR | ISHARES TR | $360.84万 | 0.06% | 51,350 | -19,107 | -27.1% | -$134.27万 | 减仓 |
| OAIM | UNIFIED SER TR | $361.16万 | 0.06% | 83,880 | 4,923 | 6.2% | $21.20万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $362.43万 | 0.06% | 12,628 | 112 | 0.9% | $3.21万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $363.01万 | 0.06% | 107,909 | 107,909 | — | $363.01万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $363.36万 | 0.06% | 59,911 | -4,560 | -7.1% | -$27.66万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $363.90万 | 0.06% | 5,334 | 837 | 18.6% | $57.10万 | 加仓 |
| FDX | FEDEX CORP | $364.89万 | 0.06% | 10,245 | 185 | 1.8% | $6.59万 | 加仓 |
| MAS | MASCO CORP | $365.78万 | 0.06% | 60,590 | 3,062 | 5.3% | $18.49万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $370.25万 | 0.06% | 84,939 | -1,074 | -1.2% | -$4.68万 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $371.14万 | 0.06% | 92,599 | -958 | -1.0% | -$3.84万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $375.30万 | 0.06% | 145,523 | 51,160 | 54.2% | $131.94万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $376.43万 | 0.06% | 14,461 | -2,379 | -14.1% | -$61.93万 | 减仓 |
| BLK | BLACKROCK INC | $377.20万 | 0.06% | 3,922 | -10 | -0.3% | -$9,618 | 减仓 |
| SNY | SANOFI SA | $377.84万 | 0.06% | 78,422 | 4,630 | 6.3% | $22.31万 | 加仓 |
| PWR | QUANTA SVCS INC | $380.15万 | 0.06% | 6,924 | -45 | -0.6% | -$2.47万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $380.69万 | 0.06% | 99,085 | 12,133 | 14.0% | $46.62万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $382.67万 | 0.06% | 11,087 | 203 | 1.9% | $7.01万 | 加仓 |
| IVLU | ISHARES TR | $383.63万 | 0.06% | 96,681 | 35,319 | 57.6% | $140.15万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $383.85万 | 0.06% | 39,205 | -45,593 | -53.8% | -$446.40万 | 减仓 |
| REGL | PROSHARES TR | $386.68万 | 0.06% | 44,750 | -1,167 | -2.5% | -$10.08万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $390.99万 | 0.06% | 3,576 | -211 | -5.6% | -$23.07万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $391.20万 | 0.06% | 69,621 | -22,535 | -24.5% | -$126.62万 | 减仓 |
| SCZ | ISHARES TR | $392.73万 | 0.06% | 50,087 | -5,075 | -9.2% | -$39.79万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $393.56万 | 0.06% | 52,328 | -12 | -0.0% | -$903 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $393.78万 | 0.06% | 10,052 | -1,780 | -15.0% | -$69.73万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $395.02万 | 0.06% | 108,822 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $396.10万 | 0.06% | 54,425 | -1,152 | -2.1% | -$8.38万 | 减仓 |
| CVS | CVS HEALTH CORP | $397.27万 | 0.06% | 55,315 | -18,094 | -24.6% | -$129.95万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $398.04万 | 0.06% | 282,700 | 282,700 | — | $398.04万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $404.01万 | 0.07% | 24,980 | -947 | -3.7% | -$15.32万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $405.24万 | 0.07% | 69,973 | 2,475 | 3.7% | $14.33万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $407.03万 | 0.07% | 24,800 | 12,621 | 103.6% | $207.14万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $409.95万 | 0.07% | 125,291 | 125,291 | — | $409.95万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $413.11万 | 0.07% | 44,108 | 1,272 | 3.0% | $11.91万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $413.31万 | 0.07% | 15,280 | 9,330 | 156.8% | $252.37万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $419.80万 | 0.07% | 30,121 | -1,632 | -5.1% | -$22.75万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $423.02万 | 0.07% | 83,273 | 9,527 | 12.9% | $48.40万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $423.39万 | 0.07% | 103,114 | 103,114 | — | $423.39万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $426.56万 | 0.07% | 56,640 | 3,402 | 6.4% | $25.62万 | 加仓 |
| GLW | CORNING INC | $426.75万 | 0.07% | 31,385 | 109 | 0.3% | $1.48万 | 加仓 |
| WM | WASTE MGMT INC DEL | $429.43万 | 0.07% | 18,687 | -29 | -0.2% | -$6,664 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $433.47万 | 0.07% | 149,061 | 39,375 | 35.9% | $114.50万 | 加仓 |
| MGK | VANGUARD WORLD FD | $437.75万 | 0.07% | 11,913 | -12,010 | -50.2% | -$441.31万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $440.25万 | 0.07% | 27,461 | 502 | 1.9% | $8.05万 | 加仓 |
| SGOV | ISHARES TR | $441.06万 | 0.07% | 43,817 | 17,694 | 67.7% | $178.11万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $442.48万 | 0.07% | 38,506 | 790 | 2.1% | $9.08万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $443.33万 | 0.07% | 88,862 | 7,461 | 9.2% | $37.22万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $444.87万 | 0.07% | 138,980 | -1,907 | -1.4% | -$6.10万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $445.80万 | 0.07% | 30,789 | -615 | -2.0% | -$8.90万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $447.19万 | 0.07% | 95,677 | -1,439 | -1.5% | -$6.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $449.84万 | 0.07% | 21,055 | 4,847 | 29.9% | $103.56万 | 加仓 |
| STE | STERIS PLC | $450.37万 | 0.07% | 20,366 | -1,144 | -5.3% | -$25.30万 | 减仓 |
| LQD | ISHARES TR | $452.71万 | 0.07% | 41,537 | 6,820 | 19.6% | $74.33万 | 加仓 |
| ADSK | AUTODESK INC | $452.83万 | 0.07% | 18,915 | 246 | 1.3% | $5.89万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $453.05万 | 0.07% | 31,715 | 1,569 | 5.2% | $22.41万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $453.21万 | 0.07% | 116,771 | 116,771 | — | $453.21万 | 新建仓 |
| NOW | SERVICENOW INC | $455.42万 | 0.07% | 43,560 | -4,395 | -9.2% | -$45.95万 | 减仓 |
| SLV | ISHARES SILVER TR | $455.47万 | 0.07% | 66,843 | -1,743 | -2.5% | -$11.88万 | 减仓 |
| RSST | TIDAL TRUST II | $457.67万 | 0.07% | 161,834 | -826 | -0.5% | -$2.34万 | 减仓 |
| TBIL | RBB FD INC | $460.46万 | 0.07% | 92,350 | -317 | -0.3% | -$1.58万 | 减仓 |
| IGOV | ISHARES TR | $467.42万 | 0.08% | 113,837 | 36,200 | 46.6% | $148.64万 | 加仓 |