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 |
|---|---|---|---|---|---|---|---|---|
| FDMO | FIDELITY COVINGTON TRUST | $57.50万 | 0.01% | 5,851 | 0 | 0.0% | — | 不变 |
| GOVI | INVESCO EXCH TRADED FD TR II | $57.28万 | 0.01% | 20,998 | 0 | 0.0% | — | 不变 |
| — | ABSOLUTE SHS TR | $57.13万 | 0.01% | 22,102 | -8,347 | -27.4% | -$21.58万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $57.05万 | 0.01% | 8,801 | -1,623 | -15.6% | -$10.52万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $56.90万 | 0.01% | 5,927 | -152 | -2.5% | -$1.46万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $56.65万 | 0.01% | 9,304 | -5,321 | -36.4% | -$32.40万 | 减仓 |
| ITM | VANECK ETF TRUST | $56.62万 | 0.01% | 12,177 | 333 | 2.8% | $1.55万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $56.57万 | 0.01% | 23,591 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $56.45万 | 0.01% | 12,154 | -128 | -1.0% | -$5,945 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $56.27万 | 0.01% | 949 | 1 | 0.1% | $593 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $56.01万 | 0.01% | 54,483 | 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 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $55.51万 | 0.01% | 21,733 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $55.50万 | 0.01% | 5,798 | -64 | -1.1% | -$6,126 | 减仓 |
| AFL | AFLAC INC | $55.50万 | 0.01% | 5,028 | -558 | -10.0% | -$6.16万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $55.48万 | 0.01% | 21,073 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $55.42万 | 0.01% | 5,188 | -380 | -6.8% | -$4.06万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $55.37万 | 0.01% | 34,630 | -7,726 | -18.2% | -$12.35万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $55.30万 | 0.01% | 13,252 | -2,161 | -14.0% | -$9.02万 | 减仓 |
| AIS | TIDAL TRUST III | $55.15万 | 0.01% | 13,158 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $55.13万 | 0.01% | 1,114 | 20 | 1.8% | $9,897 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $55.07万 | 0.01% | 43,297 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $55.00万 | 0.01% | 10,406 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $54.84万 | 0.01% | 10,301 | 352 | 3.5% | $1.87万 | 加仓 |
| NULG | NUSHARES ETF TR | $54.76万 | 0.01% | 6,021 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $54.54万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $54.48万 | 0.01% | 24,396 | -600 | -2.4% | -$1.34万 | 减仓 |
| EMLC | VANECK ETF TRUST | $54.46万 | 0.01% | 21,627 | 175 | 0.8% | $4,406 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $54.36万 | 0.01% | 737 | -108 | -12.8% | -$7.97万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $54.20万 | 0.01% | 6,969 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $54.17万 | 0.01% | 1,958 | 5 | 0.3% | $1,383 | 加仓 |
| TPSC | TIMOTHY PLAN | $54.16万 | 0.01% | 11,287 | -509 | -4.3% | -$2.44万 | 减仓 |
| — | COLLABORATIVE INVESTMNT SER | $54.14万 | 0.01% | 21,626 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $53.93万 | 0.01% | 2,259 | 30 | 1.3% | $7,162 | 加仓 |
| IGM | ISHARES TR | $53.88万 | 0.01% | 4,546 | -138 | -2.9% | -$1.64万 | 减仓 |
| EZU | ISHARES INC | $53.63万 | 0.01% | 7,717 | -583 | -7.0% | -$4.05万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $53.25万 | 0.01% | 4,194 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $52.97万 | 0.01% | 973 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $52.93万 | 0.01% | 10,630 | -93 | -0.9% | -$4,630 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $52.88万 | 0.01% | 6,911 | -244 | -3.4% | -$1.87万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $52.84万 | 0.01% | 1,996 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $52.78万 | 0.01% | 8,608 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $52.61万 | 0.01% | 7,628 | -406 | -5.1% | -$2.80万 | 减仓 |
| PPL | PPL CORP | $52.56万 | 0.01% | 13,795 | -20,173 | -59.4% | -$76.86万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $52.54万 | 0.01% | 6,622 | -3 | -0.0% | -$238 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.39万 | 0.01% | 15,805 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $52.30万 | 0.01% | 11,198 | 3 | 0.0% | $140 | 加仓 |
| PAAA | PGIM ETF TR | $52.06万 | 0.01% | 10,173 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $51.81万 | 0.01% | 2,861 | 4 | 0.1% | $724 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $51.58万 | 0.01% | 16,074 | -1,917 | -10.7% | -$6.15万 | 减仓 |
| IBTH | ISHARES TR | $51.56万 | 0.01% | 22,991 | 31 | 0.1% | $695 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $51.53万 | 0.01% | 10,179 | -3,923 | -27.8% | -$19.86万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $51.15万 | 0.01% | 7,840 | 435 | 5.9% | $2.84万 | 加仓 |
| JBL | JABIL INC | $50.98万 | 0.01% | 1,384 | 1,384 | — | $50.98万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $50.65万 | 0.01% | 22,657 | 54 | 0.2% | $1,207 | 加仓 |
| CVBF | CVB FINL CORP | $50.62万 | 0.01% | 26,095 | 57 | 0.2% | $1,106 | 加仓 |
| ORI | OLD REP INTL CORP | $50.55万 | 0.01% | 12,668 | -1 | -0.0% | -$40 | 减仓 |
| TPLC | TIMOTHY PLAN | $50.53万 | 0.01% | 10,035 | -668 | -6.2% | -$3.36万 | 减仓 |
| OBIL | RBB FD INC | $50.51万 | 0.01% | 10,087 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $50.37万 | 0.01% | 6,090 | -1,888 | -23.7% | -$15.62万 | 减仓 |
| WCC | WESCO INTL INC | $50.30万 | 0.01% | 1,698 | 91 | 5.7% | $2.70万 | 加仓 |
| RACE | FERRARI N V | $50.17万 | 0.01% | 1,482 | -67 | -4.3% | -$2.27万 | 减仓 |
| FNB | F N B CORP | $50.10万 | 0.01% | 29,946 | -4 | -0.0% | -$67 | 减仓 |
| CVNA | CARVANA CO | $50.03万 | 0.01% | 1,710 | -6,240 | -78.5% | -$182.57万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $49.95万 | 0.01% | 14,337 | 222 | 1.6% | $7,734 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $49.89万 | 0.01% | 4,515 | 134 | 3.1% | $1.48万 | 加仓 |
| FLO | FLOWERS FOODS INC | $49.77万 | 0.01% | 61,073 | -347 | -0.6% | -$2,828 | 减仓 |
| COIN | COINBASE GLOBAL INC | $49.72万 | 0.01% | 2,870 | -256 | -8.2% | -$4.43万 | 减仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $49.58万 | 0.01% | 15,150 | -9,584 | -38.7% | -$31.36万 | 减仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $49.51万 | 0.01% | 32,529 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $49.49万 | 0.01% | 3,738 | -634 | -14.5% | -$8.39万 | 减仓 |
| NVT | NVENT ELEC PLC | $49.37万 | 0.01% | 4,011 | -90 | -2.2% | -$1.11万 | 减仓 |
| EQT | EQT CORP | $49.04万 | 0.01% | 8,034 | 1,415 | 21.4% | $8.64万 | 加仓 |
| FCN | FTI CONSULTING INC | $49.04万 | 0.01% | 2,774 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $48.98万 | 0.01% | 6,696 | -474 | -6.6% | -$3.47万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $48.97万 | 0.01% | 1,301 | -43 | -3.2% | -$1.62万 | 减仓 |
| DMXF | ISHARES TR | $48.49万 | 0.01% | 6,390 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $48.47万 | 0.01% | 3,021 | -7 | -0.2% | -$1,123 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $48.40万 | 0.01% | 18,224 | 1,516 | 9.1% | $4.03万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $48.40万 | 0.01% | 28,819 | -957 | -3.2% | -$1.61万 | 减仓 |
| MKL | MARKEL GROUP INC | $47.88万 | 0.01% | 250 | -23 | -8.4% | -$4.41万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $47.83万 | 0.01% | 694 | -107 | -13.4% | -$7.37万 | 减仓 |
| TGT | TARGET CORP | $47.81万 | 0.01% | 3,945 | -5,573 | -58.6% | -$67.54万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.78万 | 0.01% | 15,295 | -1,120 | -6.8% | -$3.50万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $47.72万 | 0.01% | 12,558 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $47.62万 | 0.01% | 6,017 | -2,332 | -27.9% | -$18.45万 | 减仓 |
| ACWV | ISHARES INC | $47.46万 | 0.01% | 3,971 | -50 | -1.2% | -$5,976 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $47.43万 | 0.01% | 17,494 | -15,945 | -47.7% | -$43.23万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $47.31万 | 0.01% | 22,291 | -4,191 | -15.8% | -$8.90万 | 减仓 |
| HEI | HEICO CORP NEW | $47.02万 | 0.01% | 1,689 | 13 | 0.8% | $3,619 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $46.91万 | 0.01% | 52,177 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $46.91万 | 0.01% | 3,456 | 11 | 0.3% | $1,493 | 加仓 |
| DHI | D R HORTON INC | $46.88万 | 0.01% | 3,354 | -33 | -1.0% | -$4,613 | 减仓 |
| EUHY | ISHARES INC | $46.88万 | 0.01% | 8,895 | 195 | 2.2% | $1.03万 | 加仓 |
| EWY | ISHARES INC | $46.65万 | 0.01% | 3,723 | 108 | 3.0% | $1.35万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $46.57万 | 0.01% | 15,041 | -171 | -1.1% | -$5,294 | 减仓 |
| SMDV | PROSHARES TR | $46.40万 | 0.01% | 6,745 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $46.37万 | 0.01% | 4,347 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES TR | $46.36万 | 0.01% | 10,695 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE NATL MUN OPPORT | $46.12万 | 0.01% | 26,941 | 0 | 0.0% | — | 不变 |