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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.21亿 | 3.56% | 870,139 | -7,047 | -0.8% | -$178.85万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.43亿 | 2.31% | 239,969 | -27,506 | -10.3% | -$1,643.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.04亿 | 1.67% | 280,488 | 8,064 | 3.0% | $298.51万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $9,135.15万 | 1.47% | 1,165,049 | 66,140 | 6.0% | $518.60万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,983.18万 | 1.45% | 1,173,658 | -158,033 | -11.9% | -$1,209.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,341.49万 | 1.34% | 478,296 | 2,715 | 0.6% | $47.35万 | 加仓 |
| AMZN | AMAZON COM INC | $7,955.36万 | 1.28% | 381,974 | 2,443 | 0.6% | $50.88万 | 加仓 |
| GOOGL | ALPHABET INC | $7,779.48万 | 1.25% | 270,534 | -4,227 | -1.5% | -$121.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,087.44万 | 1.14% | 240,938 | -5,080 | -2.1% | -$149.43万 | 减仓 |
| IVV | ISHARES TR | $6,891.87万 | 1.11% | 105,508 | 10,429 | 11.0% | $681.23万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $6,092.56万 | 0.98% | 789,396 | 147,334 | 22.9% | $1,137.12万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $6,031.07万 | 0.97% | 1,977,398 | 996,424 | 101.6% | $3,039.09万 | 加仓 |
| GOOG | ALPHABET INC | $5,614.11万 | 0.91% | 195,709 | 5,055 | 2.7% | $145.01万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,535.60万 | 0.89% | 863,858 | 290,470 | 50.7% | $1,861.33万 | 加仓 |
| AVGO | BROADCOM INC | $5,501.64万 | 0.89% | 177,753 | 43 | 0.0% | $1.33万 | 加仓 |
| META | META PLATFORMS INC | $5,383.03万 | 0.87% | 94,088 | 876 | 0.9% | $50.12万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,240.09万 | 0.84% | 1,798,863 | 795,819 | 79.3% | $2,318.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,239.67万 | 0.84% | 90,781 | -496 | -0.5% | -$28.63万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $5,213.93万 | 0.84% | 558,715 | -172 | -0.0% | -$1.61万 | 减仓 |
| SLQD | ISHARES TR | $5,212.86万 | 0.84% | 1,032,454 | 38,036 | 3.8% | $192.04万 | 加仓 |
| IVE | ISHARES TR | $5,038.59万 | 0.81% | 238,627 | -1,514 | -0.6% | -$31.97万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,980.58万 | 0.80% | 76,584 | -2,171 | -2.8% | -$141.19万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,908.78万 | 0.79% | 441,517 | 27,580 | 6.7% | $306.63万 | 加仓 |
| — | EXXON MOBIL CORP | $4,842.34万 | 0.78% | 285,415 | -17,721 | -5.8% | -$300.65万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,221.74万 | 0.68% | 1,646,543 | -48,955 | -2.9% | -$125.52万 | 减仓 |
| IJS | ISHARES TR | $4,060.34万 | 0.65% | 342,789 | 42,188 | 14.0% | $499.72万 | 加仓 |
| IXUS | ISHARES TR | $4,003.47万 | 0.65% | 462,081 | 400 | 0.1% | $3.47万 | 加仓 |
| WMT | WALMART INC | $3,776.66万 | 0.61% | 303,883 | -16,331 | -5.1% | -$202.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,755.03万 | 0.61% | 153,618 | -7,725 | -4.8% | -$188.83万 | 减仓 |
| V | VISA INC | $3,582.00万 | 0.58% | 118,515 | -683 | -0.6% | -$20.64万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,548.02万 | 0.57% | 74,040 | 1,276 | 1.8% | $61.15万 | 加仓 |
| IJJ | ISHARES TR | $3,517.10万 | 0.57% | 265,442 | 9,582 | 3.7% | $126.96万 | 加仓 |
| IEFA | ISHARES TR | $3,290.50万 | 0.53% | 363,471 | -128,168 | -26.1% | -$1,160.30万 | 减仓 |
| IJR | ISHARES TR | $3,268.85万 | 0.53% | 262,960 | 18,232 | 7.4% | $226.64万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,214.97万 | 0.52% | 100,215 | 969 | 1.0% | $31.09万 | 加仓 |
| STIP | ISHARES TR | $3,191.60万 | 0.51% | 308,576 | -36,615 | -10.6% | -$378.71万 | 减仓 |
| IDEV | ISHARES TR | $3,063.86万 | 0.49% | 366,623 | 226,028 | 160.8% | $1,888.91万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,986.50万 | 0.48% | 766,554 | 51,086 | 7.1% | $199.03万 | 加仓 |
| IEMG | ISHARES INC | $2,914.32万 | 0.47% | 417,822 | 97,887 | 30.6% | $682.76万 | 加仓 |
| IVW | ISHARES TR | $2,912.01万 | 0.47% | 257,450 | -273,458 | -51.5% | -$3,093.08万 | 减仓 |
| IUSB | ISHARES TR | $2,826.08万 | 0.46% | 611,837 | 26,981 | 4.6% | $124.63万 | 加仓 |
| ABBV | ABBVIE INC | $2,779.88万 | 0.45% | 127,816 | 193 | 0.2% | $4.20万 | 加仓 |
| EMXC | ISHARES INC | $2,763.10万 | 0.45% | 351,272 | 126,498 | 56.3% | $995.03万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,679.25万 | 0.43% | 78,389 | -3,907 | -4.7% | -$133.54万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,676.98万 | 0.43% | 123,221 | -2,058 | -1.6% | -$44.71万 | 减仓 |
| AGG | ISHARES TR | $2,614.38万 | 0.42% | 263,360 | -28,802 | -9.9% | -$285.92万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,543.27万 | 0.41% | 58,227 | 3,058 | 5.5% | $133.57万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,497.41万 | 0.40% | 135,522 | 785 | 0.6% | $14.47万 | 加仓 |
| LLY | ELI LILLY & CO | $2,495.72万 | 0.40% | 27,134 | 2,936 | 12.1% | $270.05万 | 加仓 |
| HD | HOME DEPOT INC | $2,457.05万 | 0.40% | 74,708 | -5,461 | -6.8% | -$179.61万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $2,447.85万 | 0.39% | 1,003,630 | 113,690 | 12.8% | $277.29万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,226.23万 | 0.36% | 31 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $2,221.68万 | 0.36% | 298,813 | -17,833 | -5.6% | -$132.59万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,214.82万 | 0.36% | 65,537 | -973 | -1.5% | -$32.88万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,146.40万 | 0.35% | 427,569 | -38,827 | -8.3% | -$194.91万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,138.61万 | 0.34% | 90,001 | 3,794 | 4.4% | $90.15万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,087.23万 | 0.34% | 843,326 | -5,540 | -0.7% | -$13.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,973.18万 | 0.32% | 19,802 | -279 | -1.4% | -$27.80万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,958.55万 | 0.32% | 74,777 | 7,931 | 11.9% | $207.73万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,957.51万 | 0.32% | 68,163 | 3,246 | 5.0% | $93.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,953.18万 | 0.31% | 118,131 | 2,864 | 2.5% | $47.35万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,891.99万 | 0.31% | 398,063 | 83,853 | 26.7% | $398.55万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,839.84万 | 0.30% | 26,370 | 118 | 0.4% | $8.23万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,816.33万 | 0.29% | 193,267 | 8,314 | 4.5% | $78.14万 | 加仓 |
| MUB | ISHARES TR | $1,815.33万 | 0.29% | 171,015 | -25,341 | -12.9% | -$269.00万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,811.28万 | 0.29% | 397,036 | 48,640 | 14.0% | $221.90万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,772.97万 | 0.29% | 208,978 | 12,369 | 6.3% | $104.94万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $1,752.39万 | 0.28% | 241,077 | 5,541 | 2.4% | $40.28万 | 加仓 |
| TSLA | TESLA INC | $1,751.92万 | 0.28% | 47,126 | -206 | -0.4% | -$7.66万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,742.00万 | 0.28% | 40,141 | -929 | -2.3% | -$40.32万 | 减仓 |
| ETN | EATON CORP PLC | $1,728.58万 | 0.28% | 48,329 | -63 | -0.1% | -$2.25万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,728.10万 | 0.28% | 173,052 | -22,460 | -11.5% | -$224.29万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,725.03万 | 0.28% | 54,222 | -1,081 | -2.0% | -$34.39万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,724.98万 | 0.28% | 332,175 | 31,126 | 10.3% | $161.64万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,678.70万 | 0.27% | 81,135 | -4,078 | -4.8% | -$84.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,662.00万 | 0.27% | 115,065 | 9,150 | 8.6% | $132.16万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,661.85万 | 0.27% | 84,702 | 2,343 | 2.8% | $45.97万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,599.75万 | 0.26% | 74,387 | 1,388 | 1.9% | $29.85万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,579.28万 | 0.25% | 285,894 | 3,312 | 1.2% | $18.30万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,555.42万 | 0.25% | 308,799 | 32,184 | 11.6% | $162.11万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,543.64万 | 0.25% | 156,906 | -127 | -0.1% | -$1.25万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,523.90万 | 0.25% | 172,856 | -13,899 | -7.4% | -$122.53万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,522.37万 | 0.25% | 3,616 | 551 | 18.0% | $231.98万 | 加仓 |
| CSCO | CISCO SYS INC | $1,517.09万 | 0.24% | 195,526 | -3,023 | -1.5% | -$23.46万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,466.15万 | 0.24% | 38,241 | 633 | 1.7% | $24.27万 | 加仓 |
| GLD | SPDR GOLD TR | $1,463.37万 | 0.24% | 34,009 | 1,231 | 3.8% | $52.97万 | 加仓 |
| LRGF | ISHARES TR | $1,437.61万 | 0.23% | 217,819 | 45,107 | 26.1% | $297.71万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $1,433.74万 | 0.23% | 306,158 | 23,395 | 8.3% | $109.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,433.66万 | 0.23% | 59,147 | -6,988 | -10.6% | -$169.38万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,424.97万 | 0.23% | 74,248 | 40,504 | 120.0% | $777.36万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,410.62万 | 0.23% | 248,875 | 12,278 | 5.2% | $69.59万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,400.34万 | 0.23% | 82,112 | 430 | 0.5% | $7.33万 | 加仓 |
| IGIB | ISHARES TR | $1,376.89万 | 0.22% | 258,717 | 24,136 | 10.3% | $128.45万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,374.83万 | 0.22% | 448,118 | 18,130 | 4.2% | $55.62万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,365.49万 | 0.22% | 32,766 | -1,006 | -3.0% | -$41.92万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,363.13万 | 0.22% | 403,650 | 27,454 | 7.3% | $92.71万 | 加仓 |
| TJX | TJX COS INC NEW | $1,362.49万 | 0.22% | 85,316 | -993 | -1.2% | -$15.86万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,342.75万 | 0.22% | 230,792 | -44,679 | -16.2% | -$259.94万 | 减仓 |
| O | REALTY INCOME CORP | $1,340.12万 | 0.22% | 219,045 | -1,791 | -0.8% | -$10.96万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,334.45万 | 0.22% | 165,605 | 131,469 | 385.1% | $1,059.38万 | 加仓 |