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 |
|---|---|---|---|---|---|---|---|---|
| FJAN | FIRST TR EXCHNG TRADED FD VI | $24.45万 | 0.00% | 4,850 | -281 | -5.5% | -$1.42万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $24.47万 | 0.00% | 10,537 | -1,621 | -13.3% | -$3.76万 | 减仓 |
| CSL | CARLISLE COS INC | $24.49万 | 0.00% | 734 | 734 | — | $24.49万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $24.50万 | 0.00% | 3,139 | -183 | -5.5% | -$1.43万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $24.51万 | 0.00% | 7,840 | 7,840 | — | $24.51万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.66万 | 0.00% | 10,420 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $24.67万 | 0.00% | 6,122 | -172 | -2.7% | -$6,930 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $24.67万 | 0.00% | 49,055 | 14,806 | 43.2% | $7.45万 | 加仓 |
| NXT | NEXTPOWER INC | $24.69万 | 0.00% | 2,048 | 2,048 | — | $24.69万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $24.74万 | 0.00% | 987 | -386 | -28.1% | -$9.68万 | 减仓 |
| SN | SHARKNINJA INC | $24.81万 | 0.00% | 2,343 | 103 | 4.6% | $1.09万 | 加仓 |
| — | EA SERIES TRUST | $24.85万 | 0.00% | 7,000 | -132 | -1.9% | -$4,685 | 减仓 |
| XBI | SPDR SERIES TRUST | $24.92万 | 0.00% | 1,951 | -34 | -1.7% | -$4,343 | 减仓 |
| — | DIAMEDICA THERAPEUTICS INC | $25.03万 | 0.00% | 36,975 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $25.07万 | 0.00% | 4,588 | 688 | 17.6% | $3.76万 | 加仓 |
| BYLD | ISHARES TR | $25.11万 | 0.00% | 11,144 | 117 | 1.1% | $2,636 | 加仓 |
| AYI | ACUITY INC | $25.14万 | 0.00% | 897 | -96 | -9.7% | -$2.69万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $25.15万 | 0.00% | 1,868 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $25.17万 | 0.00% | 8,310 | -726 | -8.0% | -$2.20万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $25.28万 | 0.00% | 8,032 | 8,032 | — | $25.28万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $25.29万 | 0.00% | 23,351 | 81 | 0.3% | $877 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.33万 | 0.00% | 8,910 | 780 | 9.6% | $2.22万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $25.38万 | 0.00% | 5,445 | -1,770 | -24.5% | -$8.25万 | 减仓 |
| CDW | CDW CORP | $25.39万 | 0.00% | 2,098 | -117 | -5.3% | -$1.42万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.39万 | 0.00% | 7,484 | 108 | 1.5% | $3,664 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $25.45万 | 0.00% | 2,697 | -31 | -1.1% | -$2,926 | 减仓 |
| CAVA | CAVA GROUP INC | $25.46万 | 0.00% | 3,147 | -368 | -10.5% | -$2.98万 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $25.54万 | 0.00% | 3,655 | 3,655 | — | $25.54万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $25.56万 | 0.00% | 5,144 | -4,690 | -47.7% | -$23.31万 | 重新持有 |
| EBC | EASTERN BANKSHARES INC | $25.62万 | 0.00% | 13,096 | 5 | 0.0% | $98 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $25.64万 | 0.00% | 7,530 | 145 | 2.0% | $4,937 | 加仓 |
| BWX | SPDR SERIES TRUST | $25.66万 | 0.00% | 11,691 | -278 | -2.3% | -$6,102 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $25.70万 | 0.00% | 6,038 | 26 | 0.4% | $1,106 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $25.71万 | 0.00% | 3,249 | 506 | 18.4% | $4.00万 | 加仓 |
| MLRG | ISHARES TR | $25.75万 | 0.00% | 2,866 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $25.79万 | 0.00% | 2,149 | 2,149 | — | $25.79万 | 新建仓 |
| LCII | LCI INDS | $25.81万 | 0.00% | 2,099 | -203 | -8.8% | -$2.50万 | 减仓 |
| FLNG | FLEX LNG LTD | $25.85万 | 0.00% | 8,701 | 8,701 | — | $25.85万 | 新建仓 |
| RLY | SSGA ACTIVE ETF TR | $25.85万 | 0.00% | 7,151 | 7,151 | — | $25.85万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $25.89万 | 0.00% | 8,485 | 8,485 | — | $25.89万 | 新建仓 |
| MDB | MONGODB INC | $25.95万 | 0.00% | 1,060 | 101 | 10.5% | $2.47万 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $25.96万 | 0.00% | 27,269 | 27,269 | — | $25.96万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $26.01万 | 0.00% | 22,614 | -5,696 | -20.1% | -$6.55万 | 减仓 |
| — | EA SERIES TRUST | $26.04万 | 0.00% | 10,486 | 10,486 | — | $26.04万 | 新建仓 |
| DG | DOLLAR GEN CORP | $26.05万 | 0.00% | 2,194 | -31 | -1.4% | -$3,680 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $26.07万 | 0.00% | 763 | -265 | -25.8% | -$9.06万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $26.13万 | 0.00% | 1,323 | -40 | -2.9% | -$7,900 | 减仓 |
| — | WELLS FARGO & CO | $26.21万 | 0.00% | 227 | -6 | -2.6% | -$6,927 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $26.23万 | 0.00% | 6,568 | 0 | 0.0% | — | 不变 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $26.35万 | 0.00% | 6,414 | 6,414 | — | $26.35万 | 新建仓 |
| EPAM | EPAM SYS INC | $26.38万 | 0.00% | 1,948 | 776 | 66.2% | $10.51万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $26.42万 | 0.00% | 5,313 | -381 | -6.7% | -$1.89万 | 减仓 |
| LZB | LA Z BOY INC | $26.46万 | 0.00% | 8,233 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $26.47万 | 0.00% | 6,594 | -721 | -9.9% | -$2.89万 | 减仓 |
| — | BLACKSTONE LONG SHORT CR INC | $26.50万 | 0.00% | 24,313 | -2,588 | -9.6% | -$2.82万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $26.55万 | 0.00% | 2,174 | 110 | 5.3% | $1.34万 | 加仓 |
| OSK | OSHKOSH CORP | $26.63万 | 0.00% | 1,809 | 82 | 4.7% | $1.21万 | 加仓 |
| BBDC | BARINGS BDC INC | $26.63万 | 0.00% | 32,360 | -2,168 | -6.3% | -$1.78万 | 减仓 |
| GSAT | GLOBALSTAR INC | $26.63万 | 0.00% | 4,010 | 4,010 | — | $26.63万 | 新建仓 |
| SPLB | SPDR SERIES TRUST | $26.65万 | 0.00% | 11,994 | 11,994 | — | $26.65万 | 新建仓 |
| ICVT | ISHARES TR | $26.66万 | 0.00% | 2,619 | -1,581 | -37.6% | -$16.10万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $26.68万 | 0.00% | 13,509 | -127 | -0.9% | -$2,508 | 减仓 |
| ELF | E L F BEAUTY INC | $26.68万 | 0.00% | 4,402 | 285 | 6.9% | $1.73万 | 加仓 |
| UIVM | VICTORY PORTFOLIOS II | $26.70万 | 0.00% | 3,910 | 370 | 10.5% | $2.53万 | 加仓 |
| IHF | ISHARES TR | $26.78万 | 0.00% | 6,400 | -250 | -3.8% | -$1.05万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $26.78万 | 0.00% | 9,743 | -456 | -4.5% | -$1.25万 | 减仓 |
| FXI | ISHARES TR | $26.78万 | 0.00% | 7,461 | 0 | 0.0% | — | 不变 |
| — | DRAGANFLY INC. | $27.04万 | 0.00% | 55,067 | 55,067 | — | $27.04万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $27.13万 | 0.00% | 3,924 | -731 | -15.7% | -$5.05万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $27.14万 | 0.00% | 144 | -29 | -16.8% | -$5.47万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $27.23万 | 0.00% | 11,943 | 11,943 | — | $27.23万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $27.38万 | 0.00% | 5,707 | -9,794 | -63.2% | -$46.99万 | 减仓 |
| BANF | BANCFIRST CORP | $27.41万 | 0.00% | 2,526 | -328 | -11.5% | -$3.56万 | 减仓 |
| FFIV | F5 INC | $27.46万 | 0.00% | 949 | 949 | — | $27.46万 | 新建仓 |
| PTC | PTC INC | $27.59万 | 0.00% | 1,936 | 527 | 37.4% | $7.51万 | 加仓 |
| CRH | CRH PLC | $27.86万 | 0.00% | 2,650 | -2,108 | -44.3% | -$22.16万 | 减仓 |
| HCMT | DIREXION SHARES ETF TRUST | $27.88万 | 0.00% | 7,922 | 2,120 | 36.5% | $7.46万 | 加仓 |
| ARKX | ARK ETF TR | $27.90万 | 0.00% | 9,506 | 318 | 3.5% | $9,333 | 加仓 |
| TPR | TAPESTRY INC | $27.93万 | 0.00% | 1,979 | 69 | 3.6% | $9,738 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $28.02万 | 0.00% | 3,034 | 45 | 1.5% | $4,156 | 加仓 |
| HYGV | FLEXSHARES TR | $28.10万 | 0.00% | 7,015 | 1,046 | 17.5% | $4.19万 | 加仓 |
| MKSI | MKS INC. | $28.17万 | 0.00% | 1,226 | -93 | -7.1% | -$2.14万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $28.19万 | 0.00% | 2,975 | 187 | 6.7% | $1.77万 | 加仓 |
| GGUS | GOLDMAN SACHS ETF TR | $28.27万 | 0.00% | 4,875 | 4,875 | — | $28.27万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $28.28万 | 0.00% | 3,010 | -1,599 | -34.7% | -$15.02万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $28.41万 | 0.00% | 5,021 | 290 | 6.1% | $1.64万 | 加仓 |
| — | PROSHARES TR II | $28.42万 | 0.00% | 8,275 | 2,000 | 31.9% | $6.87万 | 重新持有 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $28.45万 | 0.00% | 55,778 | 55,778 | — | $28.45万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $28.50万 | 0.00% | 5,400 | -299 | -5.2% | -$1.58万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $28.58万 | 0.00% | 4,576 | 4,576 | — | $28.58万 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $28.66万 | 0.00% | 6,212 | 544 | 9.6% | $2.51万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $28.66万 | 0.00% | 14,294 | 147 | 1.0% | $2,947 | 加仓 |
| UPST | UPSTART HLDGS INC | $28.69万 | 0.00% | 11,184 | 1,258 | 12.7% | $3.23万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $28.70万 | 0.00% | 3,463 | -1,036 | -23.0% | -$8.59万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $28.72万 | 0.00% | 12,964 | 12,964 | — | $28.72万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $28.78万 | 0.00% | 4,311 | -978 | -18.5% | -$6.53万 | 减仓 |
| TILT | FLEXSHARES TR | $28.82万 | 0.00% | 1,194 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $28.89万 | 0.00% | 3,404 | -264 | -7.2% | -$2.24万 | 减仓 |
| SEIC | SEI INVTS CO | $28.94万 | 0.00% | 3,688 | 311 | 9.2% | $2.44万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $29.18万 | 0.00% | 813 | -268 | -24.8% | -$9.62万 | 减仓 |