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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $4,993.25万 | 0.83% | 87,356 | -6,732 | -7.2% | -$384.80万 | 减仓 |
| SLQD | ISHARES TR | $5,212.86万 | 0.87% | 1,032,454 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $5,214.61万 | 0.87% | 558,779 | 64 | 0.0% | $5,973 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,372.04万 | 0.89% | 1,790,665 | -8,198 | -0.5% | -$24.59万 | 减仓 |
| GOOG | ALPHABET INC | $5,419.13万 | 0.90% | 187,224 | -8,485 | -4.3% | -$245.60万 | 减仓 |
| AVGO | BROADCOM INC | $5,549.16万 | 0.92% | 174,254 | -3,499 | -2.0% | -$111.43万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,666.26万 | 0.94% | 864,110 | 252 | 0.0% | $1.65万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $6,015.41万 | 1.00% | 1,970,475 | -6,923 | -0.4% | -$21.13万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $6,122.75万 | 1.02% | 793,535 | 4,139 | 0.5% | $31.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,949.27万 | 1.15% | 235,534 | -5,404 | -2.2% | -$159.44万 | 减仓 |
| AMZN | AMAZON COM INC | $7,221.77万 | 1.20% | 342,406 | -39,568 | -10.4% | -$834.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7,475.79万 | 1.24% | 419,165 | -59,131 | -12.4% | -$1,054.60万 | 减仓 |
| GOOGL | ALPHABET INC | $7,604.64万 | 1.26% | 261,230 | -9,304 | -3.4% | -$270.85万 | 减仓 |
| IVV | ISHARES TR | $8,632.47万 | 1.43% | 122,271 | 16,763 | 15.9% | $1,183.49万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,983.89万 | 1.49% | 1,172,238 | -1,420 | -0.1% | -$10.88万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $9,198.87万 | 1.53% | 1,173,676 | 8,627 | 0.7% | $67.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $9,709.79万 | 1.61% | 262,135 | -18,353 | -6.5% | -$679.82万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.43亿 | 2.38% | 236,304 | -3,665 | -1.5% | -$222.34万 | 减仓 |
| AAPL | APPLE INC | $1.99亿 | 3.30% | 778,238 | -91,901 | -10.6% | -$2,348.76万 | 减仓 |