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 |
|---|---|---|---|---|---|---|---|---|
| UFPI | UFP INDUSTRIES INC | $29.21万 | 0.00% | 3,171 | 175 | 5.8% | $1.61万 | 加仓 |
| ARKW | ARK ETF TR | $29.21万 | 0.00% | 2,422 | 19 | 0.8% | $2,292 | 加仓 |
| — | ETF SER SOLUTIONS | $29.27万 | 0.00% | 11,616 | 11,616 | — | $29.27万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $29.28万 | 0.00% | 1,628 | -250 | -13.3% | -$4.50万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $29.32万 | 0.00% | 6,942 | 77 | 1.1% | $3,252 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.50万 | 0.00% | 11,511 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $29.53万 | 0.00% | 7,321 | 3,930 | 115.9% | $15.85万 | 加仓 |
| TPHD | TIMOTHY PLAN | $29.54万 | 0.00% | 7,143 | 7,143 | — | $29.54万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $29.56万 | 0.00% | 4,981 | -271 | -5.2% | -$1.61万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $29.62万 | 0.00% | 4,586 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $29.63万 | 0.00% | 1,193 | 166 | 16.2% | $4.12万 | 重新持有 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $29.63万 | 0.00% | 3,725 | -4,120 | -52.5% | -$32.77万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $29.70万 | 0.00% | 6,486 | -593 | -8.4% | -$2.72万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $29.74万 | 0.00% | 20,722 | 926 | 4.7% | $1.33万 | 加仓 |
| CGNX | COGNEX CORP | $29.75万 | 0.00% | 6,073 | 214 | 3.7% | $1.05万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $29.76万 | 0.00% | 1,510 | 1,510 | — | $29.76万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $29.86万 | 0.00% | 10,299 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $29.91万 | 0.00% | 5,016 | -108 | -2.1% | -$6,440 | 减仓 |
| — | HANCOCK JOHN INVT TR II | $29.94万 | 0.00% | 23,191 | 23,191 | — | $29.94万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $30.00万 | 0.00% | 21,753 | -134,414 | -86.1% | -$185.36万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $30.02万 | 0.00% | 9,745 | 108 | 1.1% | $3,328 | 加仓 |
| ROST | ROSS STORES INC | $30.05万 | 0.00% | 1,387 | -1 | -0.1% | -$217 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.12万 | 0.00% | 8,966 | 8,966 | — | $30.12万 | 新建仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $30.24万 | 0.00% | 12,786 | 12,786 | — | $30.24万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $30.31万 | 0.00% | 1,684 | -32 | -1.9% | -$5,759 | 减仓 |
| WS | WORTHINGTON STL INC | $30.35万 | 0.00% | 10,000 | -16 | -0.2% | -$486 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $30.48万 | 0.00% | 4,471 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $30.51万 | 0.00% | 2,266 | -267 | -10.5% | -$3.60万 | 减仓 |
| — | NEOS ETF TRUST | $30.52万 | 0.00% | 5,802 | 5,802 | — | $30.52万 | 新建仓 |
| — | NORTHFIELD BANCORP INC DEL | $30.56万 | 0.00% | 22,573 | 0 | 0.0% | — | 不变 |
| — | PGIM ETF TR | $30.63万 | 0.00% | 6,009 | 6,009 | — | $30.63万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $30.66万 | 0.00% | 3,061 | 3,061 | — | $30.66万 | 新建仓 |
| ICF | ISHARES TR | $30.71万 | 0.00% | 4,962 | 598 | 13.7% | $3.70万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $30.88万 | 0.00% | 2,925 | -75 | -2.5% | -$7,917 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $31.00万 | 0.00% | 8,562 | 2,306 | 36.9% | $8.35万 | 加仓 |
| QDEF | FLEXSHARES TR | $31.07万 | 0.01% | 3,892 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $31.10万 | 0.01% | 1,961 | 1,961 | — | $31.10万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $31.16万 | 0.01% | 6,507 | -3 | -0.0% | -$144 | 减仓 |
| GUNR | FLEXSHARES TR | $31.22万 | 0.01% | 5,660 | -242 | -4.1% | -$1.33万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $31.29万 | 0.01% | 5,819 | 1,215 | 26.4% | $6.53万 | 加仓 |
| PKG | PACKAGING CORP AMER | $31.37万 | 0.01% | 1,478 | 18 | 1.2% | $3,820 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $31.38万 | 0.01% | 1,359 | 1,359 | — | $31.38万 | 新建仓 |
| MC | MOELIS & CO | $31.50万 | 0.01% | 5,527 | -762 | -12.1% | -$4.34万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.55万 | 0.01% | 8,204 | 340 | 4.3% | $1.31万 | 加仓 |
| AX | AXOS FINANCIAL INC | $31.56万 | 0.01% | 3,709 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $31.57万 | 0.01% | 1,560 | 905 | 138.2% | $18.31万 | 重新持有 |
| ARKK | ARK ETF TR | $31.57万 | 0.01% | 4,671 | -606 | -11.5% | -$4.10万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $31.60万 | 0.01% | 4,403 | -119 | -2.6% | -$8,539 | 减仓 |
| ABX | ABACUS GLOBAL MGMT INC | $31.63万 | 0.01% | 40,137 | 40,137 | — | $31.63万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $31.65万 | 0.01% | 1,710 | 5 | 0.3% | $925 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $31.72万 | 0.01% | 11,660 | -1,440 | -11.0% | -$3.92万 | 重新持有 |
| UBS | UBS GROUP AG | $31.79万 | 0.01% | 8,136 | -232 | -2.8% | -$9,064 | 减仓 |
| SAN | BANCO SANTANDER SA | $31.79万 | 0.01% | 28,182 | 1,319 | 4.9% | $1.49万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $31.80万 | 0.01% | 8,243 | 8,243 | — | $31.80万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $31.80万 | 0.01% | 7,838 | 252 | 3.3% | $1.02万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $31.90万 | 0.01% | 7,414 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $31.93万 | 0.01% | 8,830 | -1,289 | -12.7% | -$4.66万 | 减仓 |
| CALF | PACER FDS TR | $31.94万 | 0.01% | 7,119 | -1,305 | -15.5% | -$5.86万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $31.97万 | 0.01% | 1,969 | -79 | -3.9% | -$1.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $32.00万 | 0.01% | 9,990 | -108 | -1.1% | -$3,459 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $32.17万 | 0.01% | 4,978 | -5,036 | -50.3% | -$32.55万 | 减仓 |
| — | ISHARES TR | $32.24万 | 0.01% | 14,835 | -3,374 | -18.5% | -$7.33万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $32.30万 | 0.01% | 13,156 | 9 | 0.1% | $221 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $32.38万 | 0.01% | 43,410 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $32.42万 | 0.01% | 1,109 | -107 | -8.8% | -$3.13万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $32.49万 | 0.01% | 5,750 | -317 | -5.2% | -$1.79万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $32.52万 | 0.01% | 33,281 | -260 | -0.8% | -$2,540 | 减仓 |
| BN | BROOKFIELD CORP | $32.55万 | 0.01% | 8,042 | 3,050 | 61.1% | $12.34万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $32.62万 | 0.01% | 1,619 | -48 | -2.9% | -$9,672 | 减仓 |
| INCY | INCYTE CORP | $32.67万 | 0.01% | 3,471 | 1,439 | 70.8% | $13.54万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $32.76万 | 0.01% | 10,306 | -2,330 | -18.4% | -$7.41万 | 减仓 |
| IVZ | INVESCO LTD | $32.95万 | 0.01% | 13,566 | 13,566 | — | $32.95万 | 新建仓 |
| HL | HECLA MINING COMPANY | $32.99万 | 0.01% | 17,706 | -3,375 | -16.0% | -$6.29万 | 减仓 |
| ILCG | ISHARES TR | $33.04万 | 0.01% | 3,460 | -280 | -7.5% | -$2.67万 | 减仓 |
| IWC | ISHARES TR | $33.12万 | 0.01% | 2,075 | 25 | 1.2% | $3,990 | 加仓 |
| GRMN | GARMIN LTD | $33.14万 | 0.01% | 1,429 | -34 | -2.3% | -$7,886 | 减仓 |
| ONEY | SPDR SERIES TRUST | $33.17万 | 0.01% | 2,763 | 2,763 | — | $33.17万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $33.25万 | 0.01% | 13,494 | -754 | -5.3% | -$1.86万 | 减仓 |
| TRP | TC ENERGY CORP | $33.31万 | 0.01% | 5,324 | -120 | -2.2% | -$7,509 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $33.35万 | 0.01% | 10,015 | -107 | -1.1% | -$3,563 | 减仓 |
| — | ABSOLUTE SHS TR | $33.37万 | 0.01% | 9,832 | 9,832 | — | $33.37万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $33.50万 | 0.01% | 3,964 | -310 | -7.3% | -$2.62万 | 减仓 |
| FLXR | TCW ETF TRUST | $33.56万 | 0.01% | 8,545 | 8,545 | — | $33.56万 | 新建仓 |
| CDE | COEUR MNG INC | $33.59万 | 0.01% | 17,898 | 17,898 | — | $33.59万 | 新建仓 |
| AVSF | AMERICAN CENTY ETF TR | $33.79万 | 0.01% | 7,221 | -353 | -4.7% | -$1.65万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $33.96万 | 0.01% | 1,279 | 32 | 2.6% | $8,496 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $33.96万 | 0.01% | 3,756 | -499 | -11.7% | -$4.51万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $33.97万 | 0.01% | 16,371 | -2,994 | -15.5% | -$6.21万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $33.97万 | 0.01% | 16,162 | -6,626 | -29.1% | -$13.93万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $33.99万 | 0.01% | 1,685 | -34 | -2.0% | -$6,858 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $34.06万 | 0.01% | 14,108 | -1,324 | -8.6% | -$3.20万 | 减仓 |
| DDOG | DATADOG INC | $34.06万 | 0.01% | 2,885 | -256 | -8.2% | -$3.02万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $34.09万 | 0.01% | 3,781 | 217 | 6.1% | $1.96万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $34.15万 | 0.01% | 8,264 | 8,264 | — | $34.15万 | 新建仓 |
| CBRE | CBRE GROUP INC | $34.20万 | 0.01% | 2,525 | -165 | -6.1% | -$2.24万 | 减仓 |
| CAIE | CALAMOS ETF TR | $34.21万 | 0.01% | 13,609 | 13,609 | — | $34.21万 | 新建仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $34.26万 | 0.01% | 18,089 | 567 | 3.2% | $1.07万 | 加仓 |
| GL | GLOBE LIFE INC | $34.28万 | 0.01% | 2,463 | -921 | -27.2% | -$12.82万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $34.32万 | 0.01% | 16,228 | -2,178 | -11.8% | -$4.61万 | 减仓 |
| VTRS | VIATRIS INC | $34.35万 | 0.01% | 25,423 | 3,606 | 16.5% | $4.87万 | 加仓 |