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 |
|---|---|---|---|---|---|---|---|---|
| SDVY | FIRST TR EXCHANGE TRADED FD | $55.30万 | 0.01% | 13,252 | -2,161 | -14.0% | -$9.02万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $55.37万 | 0.01% | 34,630 | -7,726 | -18.2% | -$12.35万 | 减仓 |
| CCJ | CAMECO CORP | $55.42万 | 0.01% | 5,188 | -380 | -6.8% | -$4.06万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $55.48万 | 0.01% | 21,073 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $55.50万 | 0.01% | 5,028 | -558 | -10.0% | -$6.16万 | 减仓 |
| ESGD | ISHARES TR | $55.50万 | 0.01% | 5,798 | -64 | -1.1% | -$6,126 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $55.51万 | 0.01% | 21,733 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $55.89万 | 0.01% | 27,218 | 3,303 | 13.8% | $6.78万 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $56.01万 | 0.01% | 54,483 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $56.27万 | 0.01% | 949 | 1 | 0.1% | $593 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $56.45万 | 0.01% | 12,154 | -128 | -1.0% | -$5,945 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $56.57万 | 0.01% | 23,591 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $56.62万 | 0.01% | 12,177 | 333 | 2.8% | $1.55万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $56.65万 | 0.01% | 9,304 | -5,321 | -36.4% | -$32.40万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $56.90万 | 0.01% | 5,927 | -152 | -2.5% | -$1.46万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $57.05万 | 0.01% | 8,801 | -1,623 | -15.6% | -$10.52万 | 减仓 |
| — | ABSOLUTE SHS TR | $57.13万 | 0.01% | 22,102 | -8,347 | -27.4% | -$21.58万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $57.28万 | 0.01% | 20,998 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $57.50万 | 0.01% | 5,851 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $57.82万 | 0.01% | 45,184 | 812 | 1.8% | $1.04万 | 加仓 |
| TSN | TYSON FOODS INC | $57.94万 | 0.01% | 9,060 | -17 | -0.2% | -$1,087 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $58.00万 | 0.01% | 2,790 | -2 | -0.1% | -$416 | 减仓 |
| EDV | VANGUARD WORLD FD | $58.05万 | 0.01% | 8,923 | -1,638 | -15.5% | -$10.66万 | 减仓 |
| EXC | EXELON CORP | $58.14万 | 0.01% | 11,916 | -9,282 | -43.8% | -$45.29万 | 减仓 |
| CERY | SPDR SERIES TRUST | $58.22万 | 0.01% | 17,281 | 1,238 | 7.7% | $4.17万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $58.25万 | 0.01% | 2,848 | -28 | -1.0% | -$5,727 | 减仓 |
| SYSB | ISHARES TR | $58.45万 | 0.01% | 6,582 | 41 | 0.6% | $3,641 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $58.47万 | 0.01% | 5,837 | -1,382 | -19.1% | -$13.84万 | 减仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $58.56万 | 0.01% | 17,354 | -3,526 | -16.9% | -$11.90万 | 减仓 |
| AVT | AVNET INC | $58.60万 | 0.01% | 9,493 | -5 | -0.1% | -$309 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $58.61万 | 0.01% | 6,262 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $58.78万 | 0.01% | 13,701 | -516 | -3.6% | -$2.21万 | 减仓 |
| HFGO | HARTFORD FDS EXCHANGE TRADED | $58.94万 | 0.01% | 20,082 | 757 | 3.9% | $2.22万 | 加仓 |
| GLDM | WORLD GOLD TR | $59.15万 | 0.01% | 6,381 | -1,841 | -22.4% | -$17.06万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $59.55万 | 0.01% | 11,688 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $59.62万 | 0.01% | 49,727 | -18,775 | -27.4% | -$22.51万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $59.63万 | 0.01% | 3,069 | -4 | -0.1% | -$777 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $59.71万 | 0.01% | 4,408 | -175 | -3.8% | -$2.37万 | 减仓 |
| FLOT | ISHARES TR | $59.92万 | 0.01% | 11,759 | -816 | -6.5% | -$4.16万 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $59.94万 | 0.01% | 60,725 | -7,340 | -10.8% | -$7.24万 | 减仓 |
| KR | KROGER CO | $60.13万 | 0.01% | 8,433 | 206 | 2.5% | $1.47万 | 加仓 |
| PTLC | PACER FDS TR | $60.14万 | 0.01% | 11,465 | -1,428 | -11.1% | -$7.49万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $60.23万 | 0.01% | 3,060 | -192 | -5.9% | -$3.78万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $60.70万 | 0.01% | 15,645 | 3,802 | 32.1% | $14.75万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $60.72万 | 0.01% | 20,203 | -99 | -0.5% | -$2,975 | 减仓 |
| GM | GENERAL MTRS CO | $60.75万 | 0.01% | 8,116 | -4,406 | -35.2% | -$32.98万 | 减仓 |
| FSM | FORTUNA MNG CORP | $60.82万 | 0.01% | 70,801 | -33,744 | -32.3% | -$28.99万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $60.95万 | 0.01% | 34,259 | -525 | -1.5% | -$9,340 | 减仓 |
| NVO | NOVO-NORDISK A S | $61.05万 | 0.01% | 15,897 | 887 | 5.9% | $3.41万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $61.08万 | 0.01% | 18,060 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $61.08万 | 0.01% | 35,955 | -4,861 | -11.9% | -$8.26万 | 减仓 |
| XEL | XCEL ENERGY INC | $61.13万 | 0.01% | 7,690 | -103 | -1.3% | -$8,187 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $61.16万 | 0.01% | 13,259 | -130 | -1.0% | -$5,996 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $61.17万 | 0.01% | 2,107 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $61.37万 | 0.01% | 6,653 | -1,063 | -13.8% | -$9.81万 | 减仓 |
| ULVM | VICTORY PORTFOLIOS II | $61.58万 | 0.01% | 6,449 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $61.87万 | 0.01% | 3,403 | -395 | -10.4% | -$7.18万 | 减仓 |
| YUM | YUM BRANDS INC | $62.23万 | 0.01% | 3,996 | -552 | -12.1% | -$8.60万 | 减仓 |
| AEHR | AEHR TEST SYS | $62.62万 | 0.01% | 6,519 | 6,519 | — | $62.62万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $62.86万 | 0.01% | 3,983 | 11 | 0.3% | $1,736 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $62.86万 | 0.01% | 7,035 | -71 | -1.0% | -$6,344 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $63.27万 | 0.01% | 5,523 | -60 | -1.1% | -$6,873 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $63.36万 | 0.01% | 16,935 | -278 | -1.6% | -$1.04万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $63.48万 | 0.01% | 5,781 | -315 | -5.2% | -$3.46万 | 减仓 |
| SSD | SIMPSON MFG INC | $63.79万 | 0.01% | 3,717 | -12 | -0.3% | -$2,059 | 减仓 |
| QDPL | PACER FDS TR | $63.80万 | 0.01% | 15,841 | -530 | -3.2% | -$2.13万 | 减仓 |
| SYY | SYSCO CORP | $64.11万 | 0.01% | 8,965 | -1,196 | -11.8% | -$8.55万 | 减仓 |
| PCAR | PACCAR INC | $64.33万 | 0.01% | 5,559 | -426 | -7.1% | -$4.93万 | 减仓 |
| TTC | TORO CO | $64.57万 | 0.01% | 6,909 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $64.58万 | 0.01% | 16,701 | -400 | -2.3% | -$1.55万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $64.59万 | 0.01% | 14,998 | -215 | -1.4% | -$9,259 | 减仓 |
| REET | ISHARES TR | $64.91万 | 0.01% | 25,764 | -13 | -0.1% | -$328 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $64.96万 | 0.01% | 8,731 | -1,013 | -10.4% | -$7.54万 | 减仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $64.96万 | 0.01% | 25,698 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $65.18万 | 0.01% | 11,296 | -29 | -0.3% | -$1,673 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $65.35万 | 0.01% | 9,689 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $65.41万 | 0.01% | 13,025 | -584 | -4.3% | -$2.93万 | 减仓 |
| ATI | ATI INC | $65.75万 | 0.01% | 4,223 | 440 | 11.6% | $6.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $65.92万 | 0.01% | 22,896 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $66.24万 | 0.01% | 8,805 | -80 | -0.9% | -$6,019 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $66.38万 | 0.01% | 6,619 | -1,066 | -13.9% | -$10.69万 | 减仓 |
| UDOW | PROSHARES TR | $66.45万 | 0.01% | 13,243 | -642 | -4.6% | -$3.22万 | 减仓 |
| IMCG | ISHARES TR | $66.56万 | 0.01% | 7,124 | -2,025 | -22.1% | -$18.92万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $66.74万 | 0.01% | 9,489 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $66.76万 | 0.01% | 12,171 | -1,160 | -8.7% | -$6.36万 | 减仓 |
| FSK | FS KKR CAP CORP | $67.03万 | 0.01% | 65,614 | -18,155 | -21.7% | -$18.55万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $67.66万 | 0.01% | 28,171 | -437 | -1.5% | -$1.05万 | 减仓 |
| TMUS | T-MOBILE US INC | $68.04万 | 0.01% | 3,419 | -412 | -10.8% | -$8.20万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $68.12万 | 0.01% | 7,504 | -244 | -3.1% | -$2.21万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $68.25万 | 0.01% | 17,914 | -142 | -0.8% | -$5,410 | 减仓 |
| WTV | WISDOMTREE TR | $68.31万 | 0.01% | 7,090 | -556 | -7.3% | -$5.36万 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $68.74万 | 0.01% | 28,521 | 28,521 | — | $68.74万 | 新建仓 |
| AOR | ISHARES TR | $68.78万 | 0.01% | 10,689 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $68.90万 | 0.01% | 6,920 | -5,432 | -44.0% | -$54.08万 | 减仓 |
| ESGE | ISHARES INC | $69.22万 | 0.01% | 15,114 | -277 | -1.8% | -$1.27万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $69.31万 | 0.01% | 6,565 | 3,640 | 124.4% | $38.43万 | 加仓 |
| DTE | DTE ENERGY CO | $69.71万 | 0.01% | 4,734 | 448 | 10.5% | $6.60万 | 加仓 |
| ANGX | ANGEL STUDIOS INC. | $70.45万 | 0.01% | 230,989 | -100 | -0.0% | -$305 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $70.63万 | 0.01% | 20,645 | 20,645 | — | $70.63万 | 新建仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $70.85万 | 0.01% | 7,830 | 0 | 0.0% | — | 不变 |