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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $375.58万 | 0.06% | 56,105 | -45,164 | -44.6% | -$302.34万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $376.46万 | 0.06% | 145,973 | 450 | 0.3% | $1.16万 | 加仓 |
| FDX | FEDEX CORP | $379.54万 | 0.06% | 10,769 | 524 | 5.1% | $18.47万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $380.30万 | 0.06% | 98,754 | -331 | -0.3% | -$1.27万 | 减仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $380.45万 | 0.06% | 89,234 | -3,365 | -3.6% | -$14.35万 | 减仓 |
| IVLU | ISHARES TR | $383.63万 | 0.06% | 96,681 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $384.42万 | 0.06% | 49,024 | -1,063 | -2.1% | -$8.34万 | 减仓 |
| WMB | WILLIAMS COS INC | $384.94万 | 0.06% | 52,839 | -1,586 | -2.9% | -$11.55万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $384.96万 | 0.06% | 41,501 | -11,154 | -21.2% | -$103.46万 | 减仓 |
| REGL | PROSHARES TR | $386.68万 | 0.06% | 44,750 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $391.20万 | 0.06% | 69,621 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $391.88万 | 0.07% | 52,057 | -4,583 | -8.1% | -$34.50万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $392.19万 | 0.07% | 3,576 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $392.88万 | 0.07% | 23,579 | -1,221 | -4.9% | -$20.34万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $393.58万 | 0.07% | 52,329 | 1 | 0.0% | $75 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $393.90万 | 0.07% | 108,447 | -375 | -0.3% | -$1.36万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $397.34万 | 0.07% | 28,563 | -1,558 | -5.2% | -$21.67万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $405.24万 | 0.07% | 69,973 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $405.38万 | 0.07% | 17,727 | -960 | -5.1% | -$21.95万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $408.00万 | 0.07% | 111,476 | 111,476 | — | $408.00万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $410.22万 | 0.07% | 23,072 | -1,908 | -7.6% | -$33.92万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $411.33万 | 0.07% | 31,502 | -10,516 | -25.0% | -$137.31万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $413.71万 | 0.07% | 43,408 | -700 | -1.6% | -$6.67万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $422.69万 | 0.07% | 83,258 | -15 | -0.0% | -$762 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $429.39万 | 0.07% | 103,450 | -49,068 | -32.2% | -$203.67万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $430.59万 | 0.07% | 134,991 | 9,700 | 7.7% | $30.94万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $434.46万 | 0.07% | 10,367 | 315 | 3.1% | $13.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $436.12万 | 0.07% | 25,616 | -1,845 | -6.7% | -$31.41万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $436.56万 | 0.07% | 148,937 | -124 | -0.1% | -$3,635 | 减仓 |
| SGOV | ISHARES TR | $438.09万 | 0.07% | 43,522 | -295 | -0.7% | -$2.97万 | 减仓 |
| SLV | ISHARES SILVER TR | $439.83万 | 0.07% | 65,185 | -1,658 | -2.5% | -$11.19万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $440.53万 | 0.07% | 137,571 | -1,409 | -1.0% | -$4.51万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $442.37万 | 0.07% | 88,631 | -231 | -0.3% | -$1.15万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $442.48万 | 0.07% | 38,506 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $443.37万 | 0.07% | 2,672 | -976 | -26.8% | -$161.95万 | 减仓 |
| MS | MORGAN STANLEY | $443.79万 | 0.07% | 26,428 | -2,127 | -7.4% | -$35.72万 | 减仓 |
| LQD | ISHARES TR | $444.51万 | 0.07% | 40,760 | -777 | -1.9% | -$8.47万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $445.99万 | 0.07% | 30,790 | 1 | 0.0% | $145 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $447.19万 | 0.07% | 95,677 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $450.12万 | 0.07% | 20,356 | -10 | -0.0% | -$2,211 | 减仓 |
| ADSK | AUTODESK INC | $452.20万 | 0.08% | 18,907 | -8 | -0.0% | -$1,913 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $452.74万 | 0.08% | 31,705 | -10 | -0.0% | -$1,428 | 减仓 |
| ZTS | ZOETIS INC | $454.00万 | 0.08% | 38,454 | -4,282 | -10.0% | -$50.55万 | 减仓 |
| IDV | ISHARES TR | $454.48万 | 0.08% | 106,825 | -4,918 | -4.4% | -$20.92万 | 减仓 |
| NOW | SERVICENOW INC | $454.52万 | 0.08% | 43,509 | -51 | -0.1% | -$5,328 | 减仓 |
| RSST | TIDAL TRUST II | $457.67万 | 0.08% | 161,834 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $461.63万 | 0.08% | 20,913 | -754 | -3.5% | -$16.64万 | 减仓 |
| IGOV | ISHARES TR | $467.42万 | 0.08% | 113,837 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $470.35万 | 0.08% | 30,035 | -367 | -1.2% | -$5.75万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $478.36万 | 0.08% | 30,395 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $479.76万 | 0.08% | 100,902 | 244 | 0.2% | $1.16万 | 加仓 |
| ADBE | ADOBE INC | $483.91万 | 0.08% | 19,946 | -395 | -1.9% | -$9.58万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $487.84万 | 0.08% | 31,031 | -1,413 | -4.4% | -$22.21万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $492.21万 | 0.08% | 110,090 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $497.57万 | 0.08% | 87,298 | -165 | -0.2% | -$9,405 | 减仓 |
| SJNK | SPDR SERIES TRUST | $498.50万 | 0.08% | 199,554 | 323 | 0.2% | $8,069 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $499.30万 | 0.08% | 13,691 | -1,589 | -10.4% | -$57.95万 | 减仓 |
| GLW | CORNING INC | $500.04万 | 0.08% | 32,792 | 1,407 | 4.5% | $21.46万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $501.27万 | 0.08% | 89,883 | -1,709 | -1.9% | -$9.53万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $502.52万 | 0.08% | 20,753 | -302 | -1.4% | -$7.31万 | 减仓 |
| ITOT | ISHARES TR | $503.86万 | 0.08% | 32,951 | -2,116 | -6.0% | -$32.36万 | 减仓 |
| COR | CENCORA INC | $506.68万 | 0.08% | 16,129 | -202 | -1.2% | -$6.35万 | 减仓 |
| MINT | PIMCO ETF TR | $509.49万 | 0.08% | 50,650 | -1,564 | -3.0% | -$15.73万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $509.69万 | 0.08% | 56,540 | -3,138 | -5.3% | -$28.29万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $510.77万 | 0.08% | 60,747 | 35,993 | 145.4% | $302.64万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $513.22万 | 0.09% | 46,252 | -456 | -1.0% | -$5.06万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $513.30万 | 0.09% | 34,807 | -6 | -0.0% | -$885 | 减仓 |
| PSFF | PACER FDS TR | $514.52万 | 0.09% | 150,119 | -1,066 | -0.7% | -$3.65万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $516.77万 | 0.09% | 86,560 | -251 | -0.3% | -$1.50万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $517.11万 | 0.09% | 22,096 | -377 | -1.7% | -$8.82万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $517.34万 | 0.09% | 105,934 | 2,820 | 2.7% | $13.77万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $518.64万 | 0.09% | 34,703 | -7,844 | -18.4% | -$117.23万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $519.17万 | 0.09% | 49,717 | 10,512 | 26.8% | $109.77万 | 加仓 |
| BOXX | EA SERIES TRUST | $526.25万 | 0.09% | 45,253 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $530.55万 | 0.09% | 58,090 | -198 | -0.3% | -$1.81万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $531.29万 | 0.09% | 16,179 | 201 | 1.3% | $6.60万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $531.56万 | 0.09% | 429,025 | 0 | 0.0% | — | 不变 |
| JULW | AIM ETF PRODUCTS TRUST | $532.50万 | 0.09% | 130,451 | 13,680 | 11.7% | $55.84万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $533.55万 | 0.09% | 51,616 | -86 | -0.2% | -$8,890 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $536.47万 | 0.09% | 101,634 | 66 | 0.1% | $3,484 | 加仓 |
| DGRO | ISHARES TR | $545.32万 | 0.09% | 77,187 | -3,381 | -4.2% | -$23.89万 | 减仓 |
| IJK | ISHARES TR | $549.50万 | 0.09% | 54,596 | -4,140 | -7.0% | -$41.67万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $551.29万 | 0.09% | 27,870 | -236 | -0.8% | -$4.67万 | 减仓 |
| — | EA SERIES TRUST | $554.65万 | 0.09% | 206,809 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $554.94万 | 0.09% | 28,122 | 12 | 0.0% | $2,368 | 加仓 |
| SYK | STRYKER CORPORATION | $557.65万 | 0.09% | 16,988 | -97 | -0.6% | -$3.18万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $557.83万 | 0.09% | 205,431 | 35 | 0.0% | $950 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $563.10万 | 0.09% | 12,043 | -687 | -5.4% | -$32.12万 | 减仓 |
| — | HONEYWELL INTL INC | $573.75万 | 0.10% | 25,384 | -4,905 | -16.2% | -$110.87万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $574.53万 | 0.10% | 101,393 | 17,230 | 20.5% | $97.63万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $575.56万 | 0.10% | 56,296 | -1,095 | -1.9% | -$11.20万 | 减仓 |
| DXCM | DEXCOM INC | $582.43万 | 0.10% | 92,739 | 2 | 0.0% | $126 | 加仓 |
| ASML | ASML HLDG NV | $583.97万 | 0.10% | 3,966 | -67 | -1.7% | -$9.87万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $587.85万 | 0.10% | 29,273 | -461 | -1.6% | -$9.26万 | 减仓 |
| APH | AMPHENOL CORP | $598.19万 | 0.10% | 45,844 | 2,636 | 6.1% | $34.40万 | 加仓 |
| USMV | ISHARES TR | $609.72万 | 0.10% | 65,650 | -60 | -0.1% | -$5,572 | 减仓 |
| TLH | ISHARES TR | $611.79万 | 0.10% | 60,880 | -18,844 | -23.6% | -$189.36万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $613.68万 | 0.10% | 44,680 | -5,546 | -11.0% | -$76.17万 | 减仓 |
| EFA | ISHARES TR | $614.37万 | 0.10% | 63,117 | -616 | -1.0% | -$6.00万 | 减仓 |
| CWB | SPDR SERIES TRUST | $626.35万 | 0.10% | 60,443 | 44,465 | 278.3% | $460.78万 | 加仓 |