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 |
|---|---|---|---|---|---|---|---|---|
| YUMC | YUM CHINA HLDGS INC | $20.71万 | 0.00% | 4,245 | -32 | -0.7% | -$1,561 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.73万 | 0.00% | 8,798 | 44 | 0.5% | $1,037 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $20.75万 | 0.00% | 8,189 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $20.79万 | 0.00% | 2,392 | -839 | -26.0% | -$7.29万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $20.83万 | 0.00% | 6,460 | 6,460 | — | $20.83万 | 新建仓 |
| SPGM | SPDR INDEX SHS FDS | $20.87万 | 0.00% | 2,757 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $20.95万 | 0.00% | 3,241 | -928 | -22.3% | -$6.00万 | 减仓 |
| FEGE | RBB FUND TRUST | $21.07万 | 0.00% | 4,484 | 4,484 | — | $21.07万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $21.09万 | 0.00% | 2,315 | -444 | -16.1% | -$4.05万 | 减仓 |
| WHR | WHIRLPOOL CORP | $21.11万 | 0.00% | 3,916 | -13 | -0.3% | -$701 | 减仓 |
| TFLO | ISHARES TR | $21.18万 | 0.00% | 4,183 | -821 | -16.4% | -$4.16万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $21.24万 | 0.00% | 10,877 | -8,746 | -44.6% | -$17.08万 | 减仓 |
| ONDS | ONDAS INC | $21.24万 | 0.00% | 23,501 | 23,501 | — | $21.24万 | 新建仓 |
| OGE | OGE ENERGY CORP | $21.37万 | 0.00% | 4,456 | -138 | -3.0% | -$6,619 | 重新持有 |
| SILJ | AMPLIFY ETF TR | $21.45万 | 0.00% | 7,217 | 7,217 | — | $21.45万 | 新建仓 |
| IBTI | ISHARES TR | $21.46万 | 0.00% | 9,632 | 9,632 | — | $21.46万 | 新建仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $21.48万 | 0.00% | 17,668 | -1,230 | -6.5% | -$1.50万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $21.52万 | 0.00% | 25,254 | 2,804 | 12.5% | $2.39万 | 重新持有 |
| — | FRANKLIN TEMPLETON ETF TR | $21.58万 | 0.00% | 3,338 | 3,338 | — | $21.58万 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $21.60万 | 0.00% | 4,272 | -144 | -3.3% | -$7,280 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $21.60万 | 0.00% | 11,007 | 11,007 | — | $21.60万 | 新建仓 |
| IR | INGERSOLL RAND INC | $21.64万 | 0.00% | 2,701 | -214 | -7.3% | -$1.71万 | 减仓 |
| DY | DYCOM INDS INC | $21.65万 | 0.00% | 639 | 639 | — | $21.65万 | 新建仓 |
| KAPR | INNOVATOR ETFS TRUST | $21.67万 | 0.00% | 5,976 | -59 | -1.0% | -$2,139 | 减仓 |
| TIMB | TIM S A | $21.71万 | 0.00% | 8,197 | 8,197 | — | $21.71万 | 新建仓 |
| ETHB | ISHARES STAKED ETHEREUM TR E | $21.72万 | 0.00% | 8,053 | 8,053 | — | $21.72万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $21.90万 | 0.00% | 1,569 | 1,569 | — | $21.90万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $21.97万 | 0.00% | 739 | -58 | -7.3% | -$1.72万 | 减仓 |
| HWKN | HAWKINS INC | $21.98万 | 0.00% | 1,431 | 1,431 | — | $21.98万 | 新建仓 |
| — | LMP CAP & INCOME FD INC | $21.99万 | 0.00% | 14,727 | 1,139 | 8.4% | $1.70万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $22.02万 | 0.00% | 2,346 | -524 | -18.3% | -$4.92万 | 减仓 |
| LCTD | BLACKROCK ETF TRUST | $22.03万 | 0.00% | 3,985 | -10 | -0.3% | -$553 | 减仓 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $22.04万 | 0.00% | 7,607 | 7,607 | — | $22.04万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $22.07万 | 0.00% | 13,069 | -5,565 | -29.9% | -$9.40万 | 减仓 |
| HBNC | HORIZON BANCORP IND | $22.08万 | 0.00% | 13,325 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $22.12万 | 0.00% | 9,126 | 34 | 0.4% | $824 | 加仓 |
| PFXF | VANECK ETF TRUST | $22.17万 | 0.00% | 12,642 | -4,993 | -28.3% | -$8.76万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $22.20万 | 0.00% | 7,214 | 7,214 | — | $22.20万 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $22.26万 | 0.00% | 13,330 | 13,330 | — | $22.26万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $22.27万 | 0.00% | 32,047 | 19,442 | 154.2% | $13.51万 | 加仓 |
| BRO | BROWN & BROWN INC | $22.28万 | 0.00% | 3,416 | -578 | -14.5% | -$3.77万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $22.29万 | 0.00% | 8,274 | -149 | -1.8% | -$4,014 | 减仓 |
| EPP | ISHARES INC | $22.31万 | 0.00% | 4,199 | 4,199 | — | $22.31万 | 新建仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $22.31万 | 0.00% | 10,345 | 16 | 0.2% | $345 | 加仓 |
| IPAC | ISHARES TR | $22.46万 | 0.00% | 2,936 | -555 | -15.9% | -$4.25万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $22.53万 | 0.00% | 3,442 | -443 | -11.4% | -$2.90万 | 减仓 |
| IBTK | ISHARES TR | $22.59万 | 0.00% | 11,453 | 11,453 | — | $22.59万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $22.70万 | 0.00% | 9,495 | 9,495 | — | $22.70万 | 新建仓 |
| — | EATON VANCE MUN INCOME TERM | $22.75万 | 0.00% | 12,388 | 141 | 1.2% | $2,589 | 加仓 |
| ILF | ISHARES TR | $22.75万 | 0.00% | 6,406 | -22,518 | -77.9% | -$79.98万 | 减仓 |
| BCS | BARCLAYS PLC | $22.76万 | 0.00% | 10,756 | 1,999 | 22.8% | $4.23万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $22.76万 | 0.00% | 1,738 | 1,738 | — | $22.76万 | 新建仓 |
| PSEP | INNOVATOR ETFS TRUST | $22.81万 | 0.00% | 5,298 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $22.87万 | 0.00% | 896 | -88 | -8.9% | -$2.25万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $22.89万 | 0.00% | 2,540 | 2,540 | — | $22.89万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $22.91万 | 0.00% | 799 | 799 | — | $22.91万 | 新建仓 |
| PCG | PG&E CORP | $22.93万 | 0.00% | 13,052 | 991 | 8.2% | $1.74万 | 加仓 |
| XYZ | BLOCK INC | $23.02万 | 0.00% | 3,825 | 287 | 8.1% | $1.73万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $23.02万 | 0.00% | 10,628 | -5,893 | -35.7% | -$12.76万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $23.12万 | 0.00% | 1,780 | -1,057 | -37.3% | -$13.73万 | 减仓 |
| JOBY | JOBY AVIATION INC | $23.16万 | 0.00% | 28,034 | -15,603 | -35.8% | -$12.89万 | 减仓 |
| ECHO | ECHOSTAR CORP | $23.20万 | 0.00% | 1,982 | -1,496 | -43.0% | -$17.51万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $23.30万 | 0.00% | 3,716 | -7,271 | -66.2% | -$45.59万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $23.32万 | 0.00% | 4,634 | -272 | -5.5% | -$1.37万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $23.35万 | 0.00% | 18,059 | 653 | 3.8% | $8,443 | 加仓 |
| — | EA SERIES TRUST | $23.35万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $23.36万 | 0.00% | 1,132 | -10 | -0.9% | -$2,063 | 减仓 |
| NWL | NEWELL BRANDS INC | $23.41万 | 0.00% | 68,248 | 1,006 | 1.5% | $3,451 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.44万 | 0.00% | 5,168 | -128 | -2.4% | -$5,805 | 减仓 |
| DLN | WISDOMTREE TR | $23.52万 | 0.00% | 2,633 | -10,790 | -80.4% | -$96.39万 | 减仓 |
| NU | NU HLDGS LTD | $23.52万 | 0.00% | 16,370 | 791 | 5.1% | $1.14万 | 加仓 |
| EG | EVEREST GROUP LTD | $23.62万 | 0.00% | 723 | -193 | -21.1% | -$6.30万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $23.67万 | 0.00% | 1,526 | 1 | 0.1% | $155 | 加仓 |
| BSVO | EA SERIES TRUST | $23.67万 | 0.00% | 9,330 | -286 | -3.0% | -$7,256 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $23.69万 | 0.00% | 1,083 | 95 | 9.6% | $2.08万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $23.72万 | 0.00% | 7,874 | 7,874 | — | $23.72万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $23.72万 | 0.00% | 13,978 | 419 | 3.1% | $7,110 | 加仓 |
| FRO | FRONTLINE PLC | $23.76万 | 0.00% | 6,817 | 6,817 | — | $23.76万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $23.78万 | 0.00% | 11,390 | 11,390 | — | $23.78万 | 新建仓 |
| AMCR | AMCOR PLC | $23.85万 | 0.00% | 5,999 | 5,999 | — | $23.85万 | 新建仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $23.87万 | 0.00% | 10,943 | 10,943 | — | $23.87万 | 新建仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $23.89万 | 0.00% | 4,743 | 0 | 0.0% | — | 不变 |
| ORC | ORCHID IS CAP INC | $23.91万 | 0.00% | 34,011 | 34,011 | — | $23.91万 | 新建仓 |
| — | WISDOMTREE TR | $23.92万 | 0.00% | 4,400 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $23.99万 | 0.00% | 1,336 | 1,336 | — | $23.99万 | 新建仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $23.99万 | 0.00% | 10,421 | 10,421 | — | $23.99万 | 新建仓 |
| WSO | WATSCO INC | $24.01万 | 0.00% | 660 | 52 | 8.6% | $1.89万 | 加仓 |
| BALL | BALL CORP | $24.02万 | 0.00% | 4,063 | 4,063 | — | $24.02万 | 新建仓 |
| SUI | SUN CMNTYS INC | $24.08万 | 0.00% | 1,911 | -8 | -0.4% | -$1,008 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $24.09万 | 0.00% | 6,619 | -632 | -8.7% | -$2.30万 | 减仓 |
| IHAK | ISHARES TR | $24.18万 | 0.00% | 5,539 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $24.19万 | 0.00% | 11,296 | -484 | -4.1% | -$1.04万 | 减仓 |
| — | EA SERIES TRUST | $24.20万 | 0.00% | 2,300 | 2,300 | — | $24.20万 | 新建仓 |
| — | VIRTUS ETF TR II | $24.20万 | 0.00% | 10,150 | 10,150 | — | $24.20万 | 新建仓 |
| FWD | AB ACTIVE ETFS INC | $24.26万 | 0.00% | 2,235 | 2,235 | — | $24.26万 | 新建仓 |
| ZS | ZSCALER INC | $24.29万 | 0.00% | 1,732 | 519 | 42.8% | $7.28万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $24.31万 | 0.00% | 1,464 | 1,464 | — | $24.31万 | 新建仓 |
| ARKQ | ARK ETF TR | $24.34万 | 0.00% | 2,165 | 280 | 14.9% | $3.15万 | 加仓 |
| IBHG | ISHARES TR | $24.36万 | 0.00% | 11,007 | 77 | 0.7% | $1,704 | 加仓 |
| — | TIDAL TRUST I | $24.39万 | 0.00% | 5,825 | -75 | -1.3% | -$3,140 | 减仓 |