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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -17,720 | -100.0% | -$1,208.36万 | 清仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $0 | 0.00% | 0 | -17,893 | -100.0% | -$1,099.20万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -183,905 | -100.0% | -$731.57万 | 清仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -99,227 | -100.0% | -$446.62万 | 清仓 |
| FALN | ISHARES TR | $0 | 0.00% | 0 | -151,183 | -100.0% | -$412.73万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -13,549 | -100.0% | -$249.11万 | 清仓 |
| IXP | ISHARES TR | $0 | 0.00% | 0 | -19,550 | -100.0% | -$236.99万 | 清仓 |
| ORCL | ORACLE CORP 看跌期权 | $0 | 0.00% | 0 | -9,092 | -100.0% | -$177.22万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -23,832 | -100.0% | -$118.32万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $0 | 0.00% | 0 | -23,632 | -100.0% | -$117.33万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -4,175 | -100.0% | -$94.55万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -3,253 | -100.0% | -$84.42万 | 清仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -9,743 | -100.0% | -$54.14万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -18,893 | -100.0% | -$42.38万 | 清仓 |
| FSMD | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXG | ISHARES TR | $0 | 0.00% | 0 | -3,426 | -100.0% | -$41.38万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -9,984 | -100.0% | -$41.08万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -4,401 | -100.0% | -$40.80万 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -11,172 | -100.0% | -$40.64万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -26,885 | -100.0% | -$39.52万 | 清仓 |
| CORP | PIMCO ETF TR | $0 | 0.00% | 0 | -4,009 | -100.0% | -$39.23万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -2,406 | -100.0% | -$38.31万 | 清仓 |
| CPLB | NEW YORK LIFE INVTS ACTIVE E | $0 | 0.00% | 0 | -16,753 | -100.0% | -$35.57万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -19,670 | -100.0% | -$33.93万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -11,305 | -100.0% | -$33.76万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -3,233 | -100.0% | -$33.26万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -2,203 | -100.0% | -$32.82万 | 清仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $0 | 0.00% | 0 | -5,091 | -100.0% | -$32.80万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -14,760 | -100.0% | -$31.61万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -786 | -100.0% | -$31.54万 | 清仓 |
| OSEA | HARBOR ETF TRUST | $0 | 0.00% | 0 | -10,321 | -100.0% | -$31.22万 | 清仓 |
| ALLW | SSGA ACTIVE TR | $0 | 0.00% | 0 | -11,078 | -100.0% | -$30.45万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -675 | -100.0% | -$30.11万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,890 | -100.0% | -$30.10万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,399 | -100.0% | -$30.05万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -2,685 | -100.0% | -$29.13万 | 清仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -1,798 | -100.0% | -$29.10万 | 清仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,404 | -100.0% | -$27.98万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,223 | -100.0% | -$26.66万 | 清仓 |
| NUTX | NUTEX HEALTH INC | $0 | 0.00% | 0 | -1,618 | -100.0% | -$26.63万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -3,794 | -100.0% | -$25.95万 | 清仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $0 | 0.00% | 0 | -9,763 | -100.0% | -$25.67万 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -5,152 | -100.0% | -$25.49万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2,423 | -100.0% | -$24.91万 | 清仓 |
| HAE | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -3,075 | -100.0% | -$24.65万 | 清仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,736 | -100.0% | -$24.18万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,391 | -100.0% | -$24.11万 | 清仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $0 | 0.00% | 0 | -4,164 | -100.0% | -$23.98万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -4,869 | -100.0% | -$23.16万 | 清仓 |
| NRIM | NORTHRIM BANCORP INC | $0 | 0.00% | 0 | -8,691 | -100.0% | -$23.13万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,054 | -100.0% | -$22.88万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -5,168 | -100.0% | -$22.65万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -4,863 | -100.0% | -$22.41万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -2,502 | -100.0% | -$22.29万 | 清仓 |
| ISCV | ISHARES TR | $0 | 0.00% | 0 | -3,249 | -100.0% | -$22.26万 | 清仓 |
| CPA | COPA HOLDINGS SA | $0 | 0.00% | 0 | -1,844 | -100.0% | -$22.24万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -131 | -100.0% | -$22.15万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -4,054 | -100.0% | -$22.13万 | 清仓 |
| WEN | WENDYS CO 看涨期权 | $0 | 0.00% | 0 | -26,320 | -100.0% | -$21.92万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -1,824 | -100.0% | -$21.83万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -1,771 | -100.0% | -$21.78万 | 清仓 |
| HYDB | ISHARES TR | $0 | 0.00% | 0 | -4,577 | -100.0% | -$21.67万 | 清仓 |
| IAT | ISHARES TR | $0 | 0.00% | 0 | -3,929 | -100.0% | -$21.67万 | 清仓 |
| AFG | AMERICAN FINL GROUP INC OHIO | $0 | 0.00% | 0 | -1,576 | -100.0% | -$21.54万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -9,556 | -100.0% | -$21.29万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -9,607 | -100.0% | -$21.28万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -6,173 | -100.0% | -$21.27万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,230 | -100.0% | -$21.02万 | 清仓 |
| KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | -2,684 | -100.0% | -$20.97万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -18,083 | -100.0% | -$20.69万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -4,443 | -100.0% | -$20.65万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -18,028 | -100.0% | -$20.62万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,009 | -100.0% | -$20.62万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -5,775 | -100.0% | -$20.47万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -5,227 | -100.0% | -$20.46万 | 清仓 |
| XONE | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -4,130 | -100.0% | -$20.46万 | 清仓 |
| TRFK | PACER FDS TR | $0 | 0.00% | 0 | -3,124 | -100.0% | -$20.01万 | 清仓 |
| IXJ | ISHARES TR | $0 | 0.00% | 0 | -2,054 | -100.0% | -$20.01万 | 清仓 |
| AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | -11,462 | -100.0% | -$19.10万 | 清仓 |
| LW | LAMB WESTON HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -4,279 | -100.0% | -$17.92万 | 清仓 |
| IAG | IAMGOLD CORP | $0 | 0.00% | 0 | -10,869 | -100.0% | -$17.92万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -25,587 | -100.0% | -$17.32万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -10,500 | -100.0% | -$16.02万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -11,281 | -100.0% | -$15.95万 | 清仓 |
| ARKK | ARK ETF TR 看跌期权 | $0 | 0.00% | 0 | -2,010 | -100.0% | -$15.46万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -3,088 | -100.0% | -$12.94万 | 清仓 |
| — | WESTERN ASSET HIGH YIELD OPP | $0 | 0.00% | 0 | -10,423 | -100.0% | -$11.63万 | 清仓 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | -19,800 | -100.0% | -$11.40万 | 清仓 |
| ACCO | ACCO BRANDS CORP | $0 | 0.00% | 0 | -25,178 | -100.0% | -$9.39万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $0 | 0.00% | 0 | -14,570 | -100.0% | -$9.15万 | 清仓 |
| WNC | WABASH NATL CORP | $0 | 0.00% | 0 | -10,553 | -100.0% | -$9.13万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP 看涨期权 | $0 | 0.00% | 0 | -2,076 | -100.0% | -$8.54万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -10,320 | -100.0% | -$5.57万 | 清仓 |
| RC | READY CAPITAL CORP | $0 | 0.00% | 0 | -20,441 | -100.0% | -$4.44万 | 清仓 |
| — | ISHARES ETHEREUM TR 看涨期权 | $0 | 0.00% | 0 | -1,562 | -100.0% | -$3.50万 | 清仓 |
| — | CREDIT SUISSE ASSET MGMT INC | $0 | 0.00% | 0 | -11,287 | -100.0% | -$3.19万 | 清仓 |
| SGOL | ETFS GOLD TR 看跌期权 | $0 | 0.00% | 0 | -572 | -100.0% | -$2.35万 | 清仓 |
| HAL | HALLIBURTON CO 看涨期权 | $0 | 0.00% | 0 | -721 | -100.0% | -$2.04万 | 清仓 |