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 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | $60.69万 | 0.01% | 2,138 | -102 | -4.6% | -$2.90万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $60.60万 | 0.01% | 13,389 | 2,270 | 20.4% | $10.27万 | 加仓 |
| CCJ | CAMECO CORP | $60.47万 | 0.01% | 5,568 | 598 | 12.0% | $6.49万 | 加仓 |
| CCL | CARNIVAL CORP | $60.01万 | 0.01% | 23,188 | -1,263 | -5.2% | -$3.27万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $59.75万 | 0.01% | 25,169 | 25,169 | — | $59.75万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $59.55万 | 0.01% | 11,688 | 4,370 | 59.7% | $22.27万 | 加仓 |
| KR | KROGER CO | $59.53万 | 0.01% | 8,227 | 397 | 5.1% | $2.87万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $59.49万 | 0.01% | 3,073 | -105 | -3.3% | -$2.03万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $59.34万 | 0.01% | 39,855 | 39,855 | — | $59.34万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $58.72万 | 0.01% | 2,876 | -102 | -3.4% | -$2.08万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $58.54万 | 0.01% | 6,262 | -914 | -12.7% | -$8.54万 | 减仓 |
| AVT | AVNET INC | $58.53万 | 0.01% | 9,498 | -375 | -3.8% | -$2.31万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $58.36万 | 0.01% | 2,792 | -65 | -2.3% | -$1.36万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $58.35万 | 0.01% | 6,079 | -851 | -12.3% | -$8.17万 | 减仓 |
| NLR | VANECK ETF TRUST | $58.24万 | 0.01% | 4,372 | 202 | 4.8% | $2.69万 | 加仓 |
| SYSB | ISHARES TR | $58.22万 | 0.01% | 6,541 | -8 | -0.1% | -$712 | 减仓 |
| TSN | TYSON FOODS INC | $58.16万 | 0.01% | 9,077 | 2,849 | 45.7% | $18.25万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $58.09万 | 0.01% | 14,217 | 142 | 1.0% | $5,802 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $57.30万 | 0.01% | 8,063 | 1,355 | 20.2% | $9.63万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $57.28万 | 0.01% | 20,998 | 1,600 | 8.2% | $4.36万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $57.10万 | 0.01% | 2,880 | 2,880 | — | $57.10万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $56.80万 | 0.01% | 44,372 | 1,151 | 2.7% | $1.47万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $56.57万 | 0.01% | 23,591 | 7,298 | 44.8% | $17.50万 | 加仓 |
| CERY | SPDR SERIES TRUST | $56.54万 | 0.01% | 16,043 | 4,130 | 34.7% | $14.55万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $56.21万 | 0.01% | 948 | -106 | -10.1% | -$6.29万 | 减仓 |
| VALE | VALE S A | $56.12万 | 0.01% | 35,276 | 1,730 | 5.2% | $2.75万 | 加仓 |
| ESGD | ISHARES TR | $56.05万 | 0.01% | 5,862 | 118 | 2.1% | $1.13万 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $56.01万 | 0.01% | 54,483 | 10,024 | 22.5% | $10.30万 | 加仓 |
| AIQ | GLOBAL X FDS | $55.83万 | 0.01% | 11,962 | 885 | 8.0% | $4.13万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $55.82万 | 0.01% | 24,996 | 3,454 | 16.0% | $7.71万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $55.67万 | 0.01% | 42,269 | -1,612 | -3.7% | -$2.12万 | 减仓 |
| IGM | ISHARES TR | $55.51万 | 0.01% | 4,684 | 106 | 2.3% | $1.26万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $55.44万 | 0.01% | 21,733 | 744 | 3.5% | $1.90万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $55.38万 | 0.01% | 21,073 | 3,699 | 21.3% | $9.72万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $55.20万 | 0.01% | 11,844 | 98 | 0.8% | $4,568 | 加仓 |
| NVO | NOVO-NORDISK A S | $55.16万 | 0.01% | 15,010 | 1,607 | 12.0% | $5.91万 | 加仓 |
| AIS | TIDAL TRUST III | $55.15万 | 0.01% | 13,158 | 13,158 | — | $55.15万 | 新建仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $55.07万 | 0.01% | 43,297 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $55.03万 | 0.01% | 3,783 | 1,407 | 59.2% | $20.47万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $55.00万 | 0.01% | 10,406 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $54.99万 | 0.01% | 11,844 | 559 | 5.0% | $2.60万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $54.88万 | 0.01% | 1,953 | -125 | -6.0% | -$3.51万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $54.80万 | 0.01% | 12,282 | 5,530 | 81.9% | $24.67万 | 加仓 |
| NULG | NUSHARES ETF TR | $54.76万 | 0.01% | 6,021 | -747 | -11.0% | -$6.79万 | 减仓 |
| XT | ISHARES TR | $54.75万 | 0.01% | 8,034 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $54.58万 | 0.01% | 3,126 | -2,583 | -45.2% | -$45.10万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $54.56万 | 0.01% | 801 | -41 | -4.9% | -$2.79万 | 减仓 |
| AGX | ARGAN INC | $54.52万 | 0.01% | 1,001 | -1 | -0.1% | -$545 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $54.49万 | 0.01% | 7,155 | -225 | -3.0% | -$1.71万 | 减仓 |
| WY | WEYERHAEUSER CO | $54.24万 | 0.01% | 22,201 | 10,424 | 88.5% | $25.47万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $54.18万 | 0.01% | 26,482 | -391 | -1.5% | -$8,000 | 减仓 |
| — | COLLABORATIVE INVESTMNT SER | $54.14万 | 0.01% | 21,626 | 867 | 4.2% | $2.17万 | 加仓 |
| MUSA | MURPHY USA INC | $54.03万 | 0.01% | 1,094 | 19 | 1.8% | $9,383 | 加仓 |
| EMLC | VANECK ETF TRUST | $53.87万 | 0.01% | 21,452 | 10,326 | 92.8% | $25.93万 | 加仓 |
| FTNT | FORTINET INC | $53.51万 | 0.01% | 6,548 | 398 | 6.5% | $3.25万 | 加仓 |
| DEM | WISDOMTREE TR | $53.28万 | 0.01% | 10,723 | -1,889 | -15.0% | -$9.39万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $53.25万 | 0.01% | 4,194 | -725 | -14.7% | -$9.20万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $52.92万 | 0.01% | 1,996 | -33 | -1.6% | -$8,750 | 减仓 |
| RBC | RBC BEARINGS INC | $52.85万 | 0.01% | 973 | -131 | -11.9% | -$7.11万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $52.78万 | 0.01% | 8,608 | 160 | 1.9% | $9,811 | 加仓 |
| ATO | ATMOS ENERGY CORP | $52.77万 | 0.01% | 2,857 | 141 | 5.2% | $2.60万 | 加仓 |
| GDX | VANECK ETF TRUST | $52.45万 | 0.01% | 5,716 | 688 | 13.7% | $6.31万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $52.44万 | 0.01% | 7,170 | -1,417 | -16.5% | -$10.36万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $52.42万 | 0.01% | 10,112 | 1,244 | 14.0% | $6.45万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $52.39万 | 0.01% | 15,805 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $52.38万 | 0.01% | 1,549 | -458 | -22.8% | -$15.49万 | 减仓 |
| NI | NISOURCE INC | $52.24万 | 0.01% | 11,195 | 3,324 | 42.2% | $15.51万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $52.21万 | 0.01% | 7,405 | 1,390 | 23.1% | $9.80万 | 加仓 |
| MKL | MARKEL GROUP INC | $52.16万 | 0.01% | 273 | 1 | 0.4% | $1,911 | 加仓 |
| PAAA | PGIM ETF TR | $52.06万 | 0.01% | 10,173 | 1,965 | 23.9% | $10.06万 | 加仓 |
| EZU | ISHARES INC | $51.99万 | 0.01% | 8,300 | 8,300 | — | $51.99万 | 新建仓 |
| QLTA | ISHARES TR | $51.88万 | 0.01% | 10,902 | -2,323 | -17.6% | -$11.06万 | 减仓 |
| VDC | VANGUARD WORLD FD | $51.81万 | 0.01% | 2,307 | -49 | -2.1% | -$1.10万 | 减仓 |
| ES | EVERSOURCE ENERGY | $51.71万 | 0.01% | 7,464 | -100 | -1.3% | -$6,928 | 减仓 |
| IBTH | ISHARES TR | $51.50万 | 0.01% | 22,960 | 4,332 | 23.3% | $9.72万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $51.36万 | 0.01% | 17,991 | 17,991 | — | $51.36万 | 新建仓 |
| SYLD | CAMBRIA ETF TR | $51.05万 | 0.01% | 6,769 | 1,933 | 40.0% | $14.58万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $51.05万 | 0.01% | 1,344 | 66 | 5.2% | $2.51万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $50.76万 | 0.01% | 1,720 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $50.68万 | 0.01% | 22,534 | 1,396 | 6.6% | $3.14万 | 加仓 |
| ORI | OLD REP INTL CORP | $50.55万 | 0.01% | 12,669 | -525 | -4.0% | -$2.09万 | 减仓 |
| OBIL | RBB FD INC | $50.51万 | 0.01% | 10,087 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $50.49万 | 0.01% | 26,038 | -3,128 | -10.7% | -$6.07万 | 减仓 |
| FNB | F N B CORP | $50.08万 | 0.01% | 29,950 | -87 | -0.3% | -$1,455 | 减仓 |
| TPSC | TIMOTHY PLAN | $50.07万 | 0.01% | 11,796 | 11,796 | — | $50.07万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $50.06万 | 0.01% | 61,420 | -5,308 | -8.0% | -$4.33万 | 减仓 |
| CVNA | CARVANA CO | $49.99万 | 0.01% | 1,590 | 797 | 100.5% | $25.06万 | 加仓 |
| TPLC | TIMOTHY PLAN | $49.71万 | 0.01% | 10,703 | 10,703 | — | $49.71万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $49.69万 | 0.01% | 27,996 | -894 | -3.1% | -$1.59万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $49.65万 | 0.01% | 88,662 | 88,662 | — | $49.65万 | 新建仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $49.51万 | 0.01% | 32,529 | 1,562 | 5.0% | $2.38万 | 加仓 |
| SONY | SONY GROUP CORP | $49.50万 | 0.01% | 23,915 | -9,568 | -28.6% | -$19.81万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $49.48万 | 0.01% | 22,603 | 9,236 | 69.1% | $20.22万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $49.43万 | 0.01% | 29,776 | 16,659 | 127.0% | $27.65万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $49.26万 | 0.01% | 34,141 | -7,550 | -18.1% | -$10.89万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $49.06万 | 0.01% | 16,415 | 846 | 5.4% | $2.53万 | 加仓 |
| FCN | FTI CONSULTING INC | $49.04万 | 0.01% | 2,774 | -310 | -10.1% | -$5.48万 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $48.55万 | 0.01% | 10,601 | 10,601 | — | $48.55万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $48.54万 | 0.01% | 3,028 | 383 | 14.5% | $6.14万 | 加仓 |
| NVT | NVENT ELEC PLC | $48.51万 | 0.01% | 4,101 | -586 | -12.5% | -$6.93万 | 减仓 |