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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -27,528 | -100.0% | -$622.20万 | 清仓 |
| NJR | NEW JERSEY RES CORP | $0 | 0.00% | 0 | -41,810 | -100.0% | -$229.62万 | 清仓 |
| RING | ISHARES INC | $0 | 0.00% | 0 | -14,694 | -100.0% | -$116.06万 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$92.35万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -1,300 | -100.0% | -$84.54万 | 清仓 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | -39,855 | -100.0% | -$59.34万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -2,880 | -100.0% | -$57.10万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -27,996 | -100.0% | -$49.69万 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -28,137 | -100.0% | -$48.45万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -38,759 | -100.0% | -$45.16万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -8,142 | -100.0% | -$44.04万 | 清仓 |
| PFS | PROVIDENT FINL SVCS INC | $0 | 0.00% | 0 | -20,332 | -100.0% | -$43.02万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -18,162 | -100.0% | -$43.01万 | 清仓 |
| BUG | GLOBAL X FDS | $0 | 0.00% | 0 | -17,025 | -100.0% | -$42.75万 | 清仓 |
| — | WESTERN ASSET HIGH INCOM FD | $0 | 0.00% | 0 | -100,512 | -100.0% | -$40.00万 | 清仓 |
| — | BCB BANCORP INC | $0 | 0.00% | 0 | -44,426 | -100.0% | -$39.89万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -3,319 | -100.0% | -$39.66万 | 清仓 |
| OCFC | OCEANFIRST FINL CORP | $0 | 0.00% | 0 | -21,298 | -100.0% | -$38.42万 | 清仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $0 | 0.00% | 0 | -31,792 | -100.0% | -$38.34万 | 清仓 |
| SSO | PROSHARES TR | $0 | 0.00% | 0 | -7,356 | -100.0% | -$38.16万 | 清仓 |
| DIV | GLOBAL X FDS | $0 | 0.00% | 0 | -18,187 | -100.0% | -$34.37万 | 清仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -14,108 | -100.0% | -$34.06万 | 清仓 |
| ONEY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,763 | -100.0% | -$33.17万 | 清仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $0 | 0.00% | 0 | -43,410 | -100.0% | -$32.38万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -14,835 | -100.0% | -$32.24万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -4,978 | -100.0% | -$32.17万 | 清仓 |
| EGP | EASTGROUP PPTYS INC | $0 | 0.00% | 0 | -1,710 | -100.0% | -$31.65万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,966 | -100.0% | -$30.12万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -2,162 | -100.0% | -$29.70万 | 清仓 |
| TPHD | TIMOTHY PLAN | $0 | 0.00% | 0 | -7,143 | -100.0% | -$29.54万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -3,463 | -100.0% | -$28.70万 | 清仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $0 | 0.00% | 0 | -55,778 | -100.0% | -$28.45万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,936 | -100.0% | -$27.59万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -2,619 | -100.0% | -$26.66万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -32,360 | -100.0% | -$26.63万 | 清仓 |
| — | WELLS FARGO & CO | $0 | 0.00% | 0 | -227 | -100.0% | -$26.21万 | 清仓 |
| FLNG | FLEX LNG LTD | $0 | 0.00% | 0 | -8,701 | -100.0% | -$25.85万 | 清仓 |
| LVHD | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -6,038 | -100.0% | -$25.70万 | 清仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $0 | 0.00% | 0 | -23,351 | -100.0% | -$25.29万 | 清仓 |
| BYLD | ISHARES TR | $0 | 0.00% | 0 | -11,144 | -100.0% | -$25.11万 | 清仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,296 | -100.0% | -$24.19万 | 清仓 |
| ORC | ORCHID IS CAP INC | $0 | 0.00% | 0 | -34,011 | -100.0% | -$23.91万 | 清仓 |
| DLN | WISDOMTREE TR | $0 | 0.00% | 0 | -2,633 | -100.0% | -$23.52万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -1,982 | -100.0% | -$23.20万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -3,825 | -100.0% | -$23.02万 | 清仓 |
| PSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,298 | -100.0% | -$22.81万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -10,756 | -100.0% | -$22.76万 | 清仓 |
| INMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -9,495 | -100.0% | -$22.70万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -13,330 | -100.0% | -$22.26万 | 清仓 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -9,126 | -100.0% | -$22.12万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -639 | -100.0% | -$21.65万 | 清仓 |
| — | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -3,338 | -100.0% | -$21.58万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -4,183 | -100.0% | -$21.18万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -3,916 | -100.0% | -$21.11万 | 清仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $0 | 0.00% | 0 | -3,241 | -100.0% | -$20.95万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,245 | -100.0% | -$20.71万 | 清仓 |
| TDW | TIDEWATER INC NEW | $0 | 0.00% | 0 | -2,460 | -100.0% | -$20.55万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -2,960 | -100.0% | -$20.55万 | 清仓 |
| SYFI | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -5,640 | -100.0% | -$20.03万 | 清仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $0 | 0.00% | 0 | -10,634 | -100.0% | -$19.97万 | 清仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $0 | 0.00% | 0 | -17,682 | -100.0% | -$19.86万 | 清仓 |
| NXE | NEXGEN ENERGY LTD | $0 | 0.00% | 0 | -16,997 | -100.0% | -$19.72万 | 清仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $0 | 0.00% | 0 | -11,216 | -100.0% | -$18.71万 | 清仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $0 | 0.00% | 0 | -10,801 | -100.0% | -$18.44万 | 清仓 |
| — | WESTERN ASSET GBL HIGH INC F | $0 | 0.00% | 0 | -29,243 | -100.0% | -$17.25万 | 清仓 |
| BGS | B & G FOODS INC | $0 | 0.00% | 0 | -33,898 | -100.0% | -$16.30万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -22,099 | -100.0% | -$15.36万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -10,092 | -100.0% | -$15.19万 | 清仓 |
| KRP | KIMBELL RTY PARTNERS LP | $0 | 0.00% | 0 | -10,304 | -100.0% | -$14.91万 | 清仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $0 | 0.00% | 0 | -10,518 | -100.0% | -$14.28万 | 清仓 |
| USO | UNITED STS OIL FD LP 看跌期权 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$14.00万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -10,069 | -100.0% | -$12.97万 | 清仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $0 | 0.00% | 0 | -11,527 | -100.0% | -$12.96万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -14,779 | -100.0% | -$12.33万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -12,883 | -100.0% | -$10.89万 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -12,256 | -100.0% | -$10.61万 | 清仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -798 | -100.0% | -$10.15万 | 清仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $0 | 0.00% | 0 | -52,874 | -100.0% | -$10.05万 | 清仓 |
| — | ELLINGTON CREDIT COMPANY | $0 | 0.00% | 0 | -21,903 | -100.0% | -$9.70万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -10,629 | -100.0% | -$9.25万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$6.98万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$5.85万 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $0 | 0.00% | 0 | -12,304 | -100.0% | -$5.70万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,510 | -100.0% | -$5.39万 | 清仓 |
| SILJ | AMPLIFY ETF TR 看涨期权 | $0 | 0.00% | 0 | -1,800 | -100.0% | -$5.35万 | 清仓 |
| TLT | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$5.20万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$4.32万 | 清仓 |
| SLV | ISHARES SILVER TR 看跌期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$4.09万 | 清仓 |
| IGV | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$4.00万 | 清仓 |
| TLT | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$3.47万 | 清仓 |
| — | BNY MELLON HIGH YIELD STRATE | $0 | 0.00% | 0 | -14,150 | -100.0% | -$3.45万 | 清仓 |
| SGOL | ETFS GOLD TR 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$2.68万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$2.45万 | 清仓 |
| F | FORD MTR CO 看跌期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$1.73万 | 清仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$4,523 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -82,880 | -100.0% | -$578 | 清仓 |
| — | NEXTPLAT CORP | $439 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BT BRANDS INC | $1,831 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MEREO BIOPHARMA GROUP PLC | $3,300 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | HUB CYBER SECURITY LTD | $3,972 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |