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 |
|---|---|---|---|---|---|---|---|---|
| DIV | GLOBAL X FDS | $34.37万 | 0.01% | 18,187 | 18,187 | — | $34.37万 | 新建仓 |
| AA | ALCOA CORP | $34.38万 | 0.01% | 5,184 | 549 | 11.8% | $3.64万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $34.57万 | 0.01% | 12,412 | 237 | 1.9% | $6,600 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $34.63万 | 0.01% | 4,003 | -100 | -2.4% | -$8,652 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $34.65万 | 0.01% | 2,736 | 95 | 3.6% | $1.20万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $34.77万 | 0.01% | 3,013 | -294 | -8.9% | -$3.39万 | 减仓 |
| RLI | RLI CORP | $34.87万 | 0.01% | 6,114 | -98 | -1.6% | -$5,590 | 减仓 |
| IBDR | ISHARES TR | $34.98万 | 0.01% | 14,429 | -295 | -2.0% | -$7,151 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $34.98万 | 0.01% | 17,684 | 4,709 | 36.3% | $9.31万 | 加仓 |
| MTB | M & T BK CORP | $35.06万 | 0.01% | 1,696 | -27 | -1.6% | -$5,581 | 减仓 |
| HCA | HCA HEALTHCARE INC | $35.06万 | 0.01% | 741 | -81 | -9.9% | -$3.83万 | 减仓 |
| GGG | GRACO INC | $35.06万 | 0.01% | 4,142 | -558 | -11.9% | -$4.72万 | 减仓 |
| WU | WESTERN UN CO | $35.41万 | 0.01% | 40,565 | 8,403 | 26.1% | $7.34万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $35.43万 | 0.01% | 870 | 20 | 2.4% | $8,145 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $35.45万 | 0.01% | 7,826 | 1 | 0.0% | $45 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $35.48万 | 0.01% | 3,252 | -220 | -6.3% | -$2.40万 | 减仓 |
| EWU | ISHARES TR | $35.49万 | 0.01% | 7,790 | 7,790 | — | $35.49万 | 新建仓 |
| MRNA | MODERNA INC | $35.55万 | 0.01% | 6,999 | -63 | -0.9% | -$3,200 | 减仓 |
| MOD | MODINE MFG CO | $35.61万 | 0.01% | 1,643 | 65 | 4.1% | $1.41万 | 加仓 |
| LYFT | LYFT INC | $35.63万 | 0.01% | 26,791 | 12,139 | 82.8% | $16.14万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $35.65万 | 0.01% | 7,166 | 7,166 | — | $35.65万 | 新建仓 |
| ISTB | ISHARES TR | $35.86万 | 0.01% | 7,401 | -764 | -9.4% | -$3.70万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $36.02万 | 0.01% | 8,346 | 592 | 7.6% | $2.55万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $36.16万 | 0.01% | 4,488 | 4,488 | — | $36.16万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $36.22万 | 0.01% | 3,676 | 454 | 14.1% | $4.47万 | 加仓 |
| HUBB | HUBBELL INC | $36.27万 | 0.01% | 739 | 70 | 10.5% | $3.44万 | 加仓 |
| VLTO | VERALTO CORP | $36.32万 | 0.01% | 4,108 | 11 | 0.3% | $973 | 加仓 |
| SAP | SAP SE | $36.70万 | 0.01% | 2,143 | -1,524 | -41.6% | -$26.10万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $36.86万 | 0.01% | 12,498 | 4,772 | 61.8% | $14.07万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $36.89万 | 0.01% | 7,823 | -460 | -5.6% | -$2.17万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $36.92万 | 0.01% | 2,374 | -4,716 | -66.5% | -$73.35万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $36.94万 | 0.01% | 3,691 | -93 | -2.5% | -$9,308 | 重新持有 |
| CLX | CLOROX CO DEL | $36.99万 | 0.01% | 3,569 | -1,139 | -24.2% | -$11.80万 | 减仓 |
| SDFI | AB ACTIVE ETFS INC | $37.00万 | 0.01% | 10,385 | 10,385 | — | $37.00万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $37.01万 | 0.01% | 5,183 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $37.04万 | 0.01% | 1,952 | -851 | -30.4% | -$16.15万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $37.04万 | 0.01% | 5,945 | 1,795 | 43.3% | $11.18万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $37.12万 | 0.01% | 17,888 | 1,838 | 11.5% | $3.81万 | 加仓 |
| — | STRATEGY SHS | $37.51万 | 0.01% | 11,911 | -393 | -3.2% | -$1.24万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $37.54万 | 0.01% | 4,939 | -571 | -10.4% | -$4.34万 | 减仓 |
| IBTG | ISHARES TR | $37.55万 | 0.01% | 16,386 | 4,239 | 34.9% | $9.71万 | 加仓 |
| TTD | THE TRADE DESK INC | $37.56万 | 0.01% | 16,554 | 3,462 | 26.4% | $7.86万 | 加仓 |
| CLS | CELESTICA INC | $37.92万 | 0.01% | 1,347 | -185 | -12.1% | -$5.21万 | 减仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $37.93万 | 0.01% | 43,795 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $37.94万 | 0.01% | 9,012 | -611 | -6.3% | -$2.57万 | 减仓 |
| SSO | PROSHARES TR | $38.16万 | 0.01% | 7,356 | -2,881 | -28.1% | -$14.95万 | 减仓 |
| — | EATON VANCE MUN INCOME TR | $38.27万 | 0.01% | 36,763 | 184 | 0.5% | $1,915 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $38.34万 | 0.01% | 31,792 | 37 | 0.1% | $446 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $38.36万 | 0.01% | 24,511 | 1,435 | 6.2% | $2.25万 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $38.42万 | 0.01% | 21,298 | -692 | -3.1% | -$1.25万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $38.47万 | 0.01% | 11,471 | -1,332 | -10.4% | -$4.47万 | 减仓 |
| HACK | AMPLIFY ETF TR | $38.48万 | 0.01% | 5,125 | 1,032 | 25.2% | $7.75万 | 加仓 |
| MLPX | GLOBAL X FDS | $38.49万 | 0.01% | 5,206 | 8 | 0.2% | $592 | 加仓 |
| MSCI | MSCI INC | $38.54万 | 0.01% | 715 | -25 | -3.4% | -$1.35万 | 减仓 |
| DON | WISDOMTREE TR | $38.57万 | 0.01% | 7,340 | -1,265 | -14.7% | -$6.65万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.57万 | 0.01% | 20,300 | -2,700 | -11.7% | -$5.13万 | 减仓 |
| AEE | AMEREN CORP | $38.62万 | 0.01% | 3,513 | -205 | -5.5% | -$2.25万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $38.83万 | 0.01% | 7,817 | 823 | 11.8% | $4.09万 | 加仓 |
| WRB | BERKLEY W R CORP | $38.88万 | 0.01% | 5,867 | -863 | -12.8% | -$5.72万 | 减仓 |
| G | GENPACT LIMITED | $38.90万 | 0.01% | 10,443 | 880 | 9.2% | $3.28万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $38.97万 | 0.01% | 4,924 | -61 | -1.2% | -$4,828 | 减仓 |
| MAGS | LISTED FDS TR | $39.01万 | 0.01% | 6,732 | 127 | 1.9% | $7,358 | 加仓 |
| NNN | NNN REIT INC | $39.09万 | 0.01% | 9,302 | 33 | 0.4% | $1,387 | 加仓 |
| TIP | ISHARES TR | $39.11万 | 0.01% | 3,544 | 46 | 1.3% | $5,077 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $39.24万 | 0.01% | 4,621 | -124 | -2.6% | -$1.05万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $39.24万 | 0.01% | 13,693 | -1,565 | -10.3% | -$4.49万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $39.45万 | 0.01% | 7,478 | -415 | -5.3% | -$2.19万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $39.52万 | 0.01% | 22,477 | -700 | -3.0% | -$1.23万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $39.58万 | 0.01% | 1,302 | 82 | 6.7% | $2.49万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $39.61万 | 0.01% | 14,606 | 86 | 0.6% | $2,332 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $39.62万 | 0.01% | 3,772 | 498 | 15.2% | $5.23万 | 加仓 |
| XYL | XYLEM INC | $39.66万 | 0.01% | 3,319 | 119 | 3.7% | $1.42万 | 加仓 |
| BCD | ABRDN ETFS | $39.69万 | 0.01% | 11,092 | 11,092 | — | $39.69万 | 新建仓 |
| AES | AES CORP | $39.70万 | 0.01% | 28,172 | -1,918 | -6.4% | -$2.70万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $39.76万 | 0.01% | 1,490 | -234 | -13.6% | -$6.24万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $39.84万 | 0.01% | 13,653 | 1,554 | 12.8% | $4.53万 | 加仓 |
| — | BCB BANCORP INC | $39.89万 | 0.01% | 44,426 | 44,426 | — | $39.89万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $39.95万 | 0.01% | 2,411 | 163 | 7.3% | $2.70万 | 加仓 |
| — | WESTERN ASSET HIGH INCOM FD | $40.00万 | 0.01% | 100,512 | 100,512 | — | $40.00万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $40.01万 | 0.01% | 15,071 | 15,071 | — | $40.01万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $40.01万 | 0.01% | 3,484 | 612 | 21.3% | $7.03万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $40.05万 | 0.01% | 23,575 | 326 | 1.4% | $5,539 | 加仓 |
| CUBE | CUBESMART | $40.22万 | 0.01% | 10,973 | -6,748 | -38.1% | -$24.73万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $40.31万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| EVUS | ISHARES TR | $40.31万 | 0.01% | 12,664 | -1,517 | -10.7% | -$4.83万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $40.36万 | 0.01% | 22,396 | 476 | 2.2% | $8,578 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $40.59万 | 0.01% | 5,769 | 10 | 0.2% | $704 | 加仓 |
| SE | SEA LTD | $40.63万 | 0.01% | 4,906 | 11 | 0.2% | $911 | 加仓 |
| MUST | COLUMBIA ETF TR I | $40.70万 | 0.01% | 19,844 | -939 | -4.5% | -$1.93万 | 减仓 |
| RKT | ROCKET COS INC | $40.85万 | 0.01% | 28,667 | 1,489 | 5.5% | $2.12万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $40.89万 | 0.01% | 6,665 | -163 | -2.4% | -$1.00万 | 减仓 |
| THG | HANOVER INS GROUP INC | $40.89万 | 0.01% | 2,359 | 71 | 3.1% | $1.23万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $40.97万 | 0.01% | 583 | 583 | — | $40.97万 | 新建仓 |
| — | DBX ETF TR | $41.07万 | 0.01% | 11,585 | 27 | 0.2% | $957 | 加仓 |
| AXON | AXON ENTERPRISE INC | $41.11万 | 0.01% | 968 | -67 | -6.5% | -$2.85万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $41.13万 | 0.01% | 2,589 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $41.67万 | 0.01% | 2,022 | 151 | 8.1% | $3.11万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $41.75万 | 0.01% | 13,361 | 13,361 | — | $41.75万 | 新建仓 |
| — | OPTEX SYS HLDGS INC | $41.79万 | 0.01% | 31,603 | 31,603 | — | $41.79万 | 新建仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $41.84万 | 0.01% | 9,874 | 9,874 | — | $41.84万 | 新建仓 |