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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $469.92万 | 0.08% | 28,555 | 417 | 1.5% | $6.86万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $471.05万 | 0.08% | 58,190 | -24,753 | -29.8% | -$200.38万 | 减仓 |
| ITA | ISHARES TR | $473.96万 | 0.08% | 21,667 | -2,371 | -9.9% | -$51.87万 | 减仓 |
| IDV | ISHARES TR | $475.58万 | 0.08% | 111,743 | -111 | -0.1% | -$4,724 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $478.17万 | 0.08% | 30,402 | 17,500 | 135.6% | $275.24万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $478.26万 | 0.08% | 30,395 | 489 | 1.6% | $7.69万 | 加仓 |
| EAGG | ISHARES TR | $478.63万 | 0.08% | 100,658 | -8,358 | -7.7% | -$39.74万 | 减仓 |
| PSFF | PACER FDS TR | $484.46万 | 0.08% | 151,185 | 17,838 | 13.4% | $57.16万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $488.42万 | 0.08% | 52,655 | -81 | -0.2% | -$7,513 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $492.21万 | 0.08% | 110,090 | -8,221 | -6.9% | -$36.76万 | 减仓 |
| ADBE | ADOBE INC | $494.44万 | 0.08% | 20,341 | -2,385 | -10.5% | -$57.97万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $497.68万 | 0.08% | 199,231 | 11,135 | 5.9% | $27.82万 | 加仓 |
| UL | UNILEVER PLC | $498.28万 | 0.08% | 87,463 | 5,764 | 7.1% | $32.84万 | 加仓 |
| ITOT | ISHARES TR | $499.45万 | 0.08% | 35,067 | 518 | 1.5% | $7.38万 | 加仓 |
| ZTS | ZOETIS INC | $505.19万 | 0.08% | 42,736 | 13,022 | 43.8% | $153.94万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $508.52万 | 0.08% | 91,592 | 5,799 | 6.8% | $32.20万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $510.11万 | 0.08% | 32,444 | 7,303 | 29.0% | $114.82万 | 加仓 |
| COR | CENCORA INC | $513.02万 | 0.08% | 16,331 | 834 | 5.4% | $26.20万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $513.39万 | 0.08% | 34,813 | -3,973 | -10.2% | -$58.59万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $514.10万 | 0.08% | 86,811 | 57,518 | 196.4% | $340.62万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $515.59万 | 0.08% | 84,163 | 7,714 | 10.1% | $47.26万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $515.99万 | 0.08% | 46,708 | 6,773 | 17.0% | $74.82万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $522.59万 | 0.08% | 15,978 | -36 | -0.2% | -$1.18万 | 减仓 |
| MINT | PIMCO ETF TR | $525.12万 | 0.08% | 52,214 | -23 | -0.0% | -$2,313 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $525.94万 | 0.08% | 22,473 | -3,563 | -13.7% | -$83.38万 | 减仓 |
| BOXX | EA SERIES TRUST | $526.25万 | 0.08% | 45,253 | 824 | 1.9% | $9.58万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $529.34万 | 0.09% | 59,678 | 8,698 | 17.1% | $77.15万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $530.48万 | 0.09% | 26,108 | -1,954 | -7.0% | -$39.70万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $531.56万 | 0.09% | 429,025 | 291,682 | 212.4% | $361.39万 | 加仓 |
| EFAV | ISHARES TR | $532.58万 | 0.09% | 58,288 | -1,103 | -1.9% | -$10.08万 | 减仓 |
| ASML | ASML HLDG NV | $532.67万 | 0.09% | 4,033 | 459 | 12.8% | $60.62万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $534.44万 | 0.09% | 51,702 | -2,132 | -4.0% | -$22.04万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $536.07万 | 0.09% | 101,568 | 30,387 | 42.7% | $160.38万 | 加仓 |
| APH | AMPHENOL CORP | $545.94万 | 0.09% | 43,208 | 12,444 | 40.4% | $157.23万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $550.19万 | 0.09% | 42,018 | -662 | -1.6% | -$8.67万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $552.42万 | 0.09% | 152,518 | 4,822 | 3.3% | $17.47万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $553.38万 | 0.09% | 28,110 | -1,039 | -3.6% | -$20.45万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $554.55万 | 0.09% | 16,415 | 2,230 | 15.7% | $75.34万 | 加仓 |
| — | EA SERIES TRUST | $554.65万 | 0.09% | 206,809 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $557.32万 | 0.09% | 28,106 | -2,571 | -8.4% | -$50.98万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $557.65万 | 0.09% | 205,396 | 8,886 | 4.5% | $24.13万 | 加仓 |
| SYK | STRYKER CORPORATION | $561.41万 | 0.09% | 17,085 | 6,195 | 56.9% | $203.57万 | 加仓 |
| DGRO | ISHARES TR | $565.42万 | 0.09% | 80,568 | -1,518 | -1.8% | -$10.65万 | 减仓 |
| DXCM | DEXCOM INC | $582.39万 | 0.09% | 92,737 | 27,648 | 42.5% | $173.63万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $589.23万 | 0.10% | 57,391 | -5,480 | -8.7% | -$56.26万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $589.61万 | 0.10% | 12,730 | -73 | -0.6% | -$3.38万 | 减仓 |
| IJK | ISHARES TR | $591.00万 | 0.10% | 58,736 | 8,920 | 17.9% | $89.75万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $592.98万 | 0.10% | 54,060 | -30,219 | -35.9% | -$331.47万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $597.11万 | 0.10% | 29,734 | 21,817 | 275.6% | $438.12万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $606.17万 | 0.10% | 129,110 | 28,073 | 27.8% | $131.80万 | 加仓 |
| USMV | ISHARES TR | $609.39万 | 0.10% | 65,710 | -2,771 | -4.0% | -$25.70万 | 减仓 |
| EFA | ISHARES TR | $619.04万 | 0.10% | 63,733 | -984 | -1.5% | -$9.56万 | 减仓 |
| — | HONEYWELL INTL INC | $622.20万 | 0.10% | 27,528 | -2,761 | -9.1% | -$62.41万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $623.73万 | 0.10% | 62,970 | -4,689 | -6.9% | -$46.45万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $623.77万 | 0.10% | 42,547 | 1,594 | 3.9% | $23.37万 | 加仓 |
| BIL | SPDR SERIES TRUST | $625.68万 | 0.10% | 68,276 | 54,908 | 410.7% | $503.18万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $627.72万 | 0.10% | 55,992 | -5,951 | -9.6% | -$66.72万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $638.40万 | 0.10% | 159,203 | 13,083 | 9.0% | $52.46万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $643.65万 | 0.10% | 139,349 | -7,675 | -5.2% | -$35.45万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $644.55万 | 0.10% | 110,103 | 19,546 | 21.6% | $114.42万 | 加仓 |
| CMI | CUMMINS INC | $654.90万 | 0.11% | 12,173 | -239 | -1.9% | -$12.86万 | 减仓 |
| NOBL | PROSHARES TR | $655.40万 | 0.11% | 61,825 | -766 | -1.2% | -$8.12万 | 减仓 |
| MCK | MCKESSON CORP | $665.25万 | 0.11% | 7,688 | 584 | 8.2% | $50.53万 | 加仓 |
| MO | ALTRIA GROUP INC | $668.28万 | 0.11% | 101,269 | -2,893 | -2.8% | -$19.09万 | 减仓 |
| LOW | LOWES COS INC | $674.47万 | 0.11% | 28,545 | -740 | -2.5% | -$17.48万 | 减仓 |
| NVS | NOVARTIS AG | $675.44万 | 0.11% | 44,219 | -5,995 | -11.9% | -$91.57万 | 减仓 |
| USHY | ISHARES TR | $676.83万 | 0.11% | 183,722 | -4,420 | -2.3% | -$16.28万 | 减仓 |
| RYN | RAYONIER INC | $698.02万 | 0.11% | 338,514 | 338,514 | — | $698.02万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $703.05万 | 0.11% | 35,545 | -877 | -2.4% | -$17.35万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $712.43万 | 0.11% | 144,304 | -6,442 | -4.3% | -$31.80万 | 减仓 |
| EEMV | ISHARES INC | $712.61万 | 0.11% | 110,089 | 26,989 | 32.5% | $174.70万 | 加仓 |
| GE | GE AEROSPACE | $722.15万 | 0.12% | 25,448 | 3,202 | 14.4% | $90.87万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $724.19万 | 0.12% | 219,785 | -2,953 | -1.3% | -$9.73万 | 减仓 |
| IXN | ISHARES TR | $726.04万 | 0.12% | 72,626 | -13,353 | -15.5% | -$133.49万 | 减仓 |
| — | TIDAL TRUST II | $726.31万 | 0.12% | 385,308 | -4,975 | -1.3% | -$9.38万 | 减仓 |
| TXN | TEXAS INSTRS INC | $728.53万 | 0.12% | 37,526 | 1,910 | 5.4% | $37.08万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $729.97万 | 0.12% | 99,126 | 6,349 | 6.8% | $46.75万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $731.60万 | 0.12% | 187,686 | 21,321 | 12.8% | $83.11万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $734.70万 | 0.12% | 50,226 | 1,252 | 2.6% | $18.31万 | 加仓 |
| SPGI | S&P GLOBAL INC | $738.16万 | 0.12% | 17,354 | -1,079 | -5.9% | -$45.90万 | 减仓 |
| AMGN | AMGEN INC | $739.78万 | 0.12% | 21,025 | 46 | 0.2% | $1.62万 | 加仓 |
| ETR | ENTERGY CORP NEW | $740.52万 | 0.12% | 65,906 | 5,327 | 8.8% | $59.85万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $743.59万 | 0.12% | 109,933 | -4,469 | -3.9% | -$30.23万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $751.26万 | 0.12% | 152,047 | 1,419 | 0.9% | $7.01万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $766.38万 | 0.12% | 190,691 | 28,253 | 17.4% | $113.55万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $767.64万 | 0.12% | 170,133 | 4,214 | 2.5% | $19.01万 | 加仓 |
| GOVT | ISHARES TR | $769.75万 | 0.12% | 335,991 | 196,499 | 140.9% | $450.18万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $790.37万 | 0.13% | 308,498 | 28,841 | 10.3% | $73.89万 | 加仓 |
| MTUM | ISHARES TR | $791.38万 | 0.13% | 32,976 | 1,116 | 3.5% | $26.78万 | 加仓 |
| SBUX | STARBUCKS CORP | $798.39万 | 0.13% | 89,116 | 2,135 | 2.5% | $19.13万 | 加仓 |
| TLH | ISHARES TR | $802.97万 | 0.13% | 79,724 | -6,977 | -8.0% | -$70.27万 | 减仓 |
| IWM | ISHARES TR | $812.04万 | 0.13% | 32,744 | -189 | -0.6% | -$4.69万 | 减仓 |
| QCOM | QUALCOMM INC | $812.79万 | 0.13% | 63,115 | -1,796 | -2.8% | -$23.13万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $814.24万 | 0.13% | 330,319 | 330,319 | — | $814.24万 | 新建仓 |
| SUB | ISHARES TR | $831.38万 | 0.13% | 78,064 | 11,467 | 17.2% | $122.12万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $833.70万 | 0.13% | 16,961 | -270 | -1.6% | -$13.27万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $834.97万 | 0.13% | 24,328 | 915 | 3.9% | $31.40万 | 加仓 |
| RSSB | TIDAL TRUST II | $836.17万 | 0.13% | 307,301 | 20,594 | 7.2% | $56.04万 | 加仓 |
| ALL | ALLSTATE CORP | $839.13万 | 0.14% | 40,471 | 525 | 1.3% | $10.89万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $843.23万 | 0.14% | 122,598 | 15,829 | 14.8% | $108.87万 | 加仓 |