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 |
|---|---|---|---|---|---|---|---|---|
| STWD | STARWOOD PPTY TR INC | $48.45万 | 0.01% | 28,137 | 75 | 0.3% | $1,292 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $48.45万 | 0.01% | 19,449 | 1,945 | 11.1% | $4.85万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $48.36万 | 0.01% | 6,969 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $48.21万 | 0.01% | 6,390 | 6,390 | — | $48.21万 | 新建仓 |
| FQAL | FIDELITY COVINGTON TRUST | $48.10万 | 0.01% | 6,625 | 600 | 10.0% | $4.36万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $48.09万 | 0.01% | 4,381 | 4,381 | — | $48.09万 | 新建仓 |
| ACWV | ISHARES INC | $48.06万 | 0.01% | 4,021 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $47.78万 | 0.01% | 2,229 | 2,229 | — | $47.78万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $47.73万 | 0.01% | 9,949 | -48,485 | -83.0% | -$232.59万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $47.72万 | 0.01% | 12,558 | -1,533 | -10.9% | -$5.83万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $47.68万 | 0.01% | 11,234 | 4,833 | 75.5% | $20.51万 | 加仓 |
| CRWV | COREWEAVE INC | $47.36万 | 0.01% | 6,114 | -1,912 | -23.8% | -$14.81万 | 减仓 |
| HFGO | HARTFORD FDS EXCHANGE TRADED | $47.19万 | 0.01% | 19,325 | 19,325 | — | $47.19万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $47.09万 | 0.01% | 15,212 | -51 | -0.3% | -$1,579 | 减仓 |
| — | ABSOLUTE SHS TR | $47.05万 | 0.01% | 14,013 | 14,013 | — | $47.05万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $46.91万 | 0.01% | 52,177 | 1,654 | 3.3% | $1.49万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $46.88万 | 0.01% | 3,445 | -392 | -10.2% | -$5.33万 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $46.87万 | 0.01% | 5,851 | -33 | -0.6% | -$2,643 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $46.69万 | 0.01% | 9,582 | -1,389 | -12.7% | -$6.77万 | 减仓 |
| DHI | D R HORTON INC | $46.48万 | 0.01% | 3,387 | -461 | -12.0% | -$6.33万 | 减仓 |
| SMDV | PROSHARES TR | $46.40万 | 0.01% | 6,745 | -890 | -11.7% | -$6.12万 | 减仓 |
| GVI | ISHARES TR | $46.37万 | 0.01% | 4,347 | -1,318 | -23.3% | -$14.06万 | 减仓 |
| ISPY | PROSHARES TR | $46.36万 | 0.01% | 10,695 | 10,695 | — | $46.36万 | 新建仓 |
| — | EATON VANCE NATL MUN OPPORT | $46.12万 | 0.01% | 26,941 | 168 | 0.6% | $2,876 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $46.02万 | 0.01% | 9,404 | 212 | 2.3% | $1.04万 | 加仓 |
| PHM | PULTE GROUP INC | $46.01万 | 0.01% | 3,912 | -10 | -0.3% | -$1,176 | 减仓 |
| B | BARRICK MNG CORP | $45.97万 | 0.01% | 11,273 | -341 | -2.9% | -$1.39万 | 减仓 |
| HEI | HEICO CORP NEW | $45.96万 | 0.01% | 1,676 | -84 | -4.8% | -$2.30万 | 减仓 |
| IYF | ISHARES TR | $45.70万 | 0.01% | 3,884 | 181 | 4.9% | $2.13万 | 加仓 |
| EUHY | ISHARES INC | $45.64万 | 0.01% | 8,700 | 8,700 | — | $45.64万 | 新建仓 |
| XME | SPDR SERIES TRUST | $45.56万 | 0.01% | 4,218 | 129 | 3.2% | $1.39万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $45.56万 | 0.01% | 6,400 | -346 | -5.1% | -$2.46万 | 减仓 |
| RKLB | ROCKET LAB CORP | $45.45万 | 0.01% | 7,078 | -2,006 | -22.1% | -$12.88万 | 减仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $45.16万 | 0.01% | 38,759 | -16,929 | -30.4% | -$19.72万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $45.12万 | 0.01% | 2,622 | -254 | -8.8% | -$4.37万 | 减仓 |
| — | ABSOLUTE SHS TR | $45.01万 | 0.01% | 14,407 | 14,407 | — | $45.01万 | 新建仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $44.72万 | 0.01% | 22,407 | 0 | 0.0% | — | 不变 |
| BBT | BEACON FINANCIAL CORP. | $44.68万 | 0.01% | 14,893 | 1 | 0.0% | $30 | 加仓 |
| P | EVERPURE INC | $44.62万 | 0.01% | 7,557 | -180 | -2.3% | -$1.06万 | 减仓 |
| EWY | ISHARES INC | $44.47万 | 0.01% | 3,615 | 3,615 | — | $44.47万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $44.46万 | 0.01% | 16,708 | 2,705 | 19.3% | $7.20万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $44.18万 | 0.01% | 2,423 | 166 | 7.4% | $3.03万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $44.06万 | 0.01% | 11,843 | 11,843 | — | $44.06万 | 新建仓 |
| SON | SONOCO PRODS CO | $44.04万 | 0.01% | 8,142 | 154 | 1.9% | $8,330 | 加仓 |
| WCC | WESCO INTL INC | $43.97万 | 0.01% | 1,607 | 306 | 23.5% | $8.37万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $43.91万 | 0.01% | 11,727 | 3 | 0.0% | $112 | 加仓 |
| THC | TENET HEALTHCARE CORP | $43.88万 | 0.01% | 2,325 | -282 | -10.8% | -$5.32万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $43.80万 | 0.01% | 11,448 | 933 | 8.9% | $3.57万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $43.72万 | 0.01% | 2,914 | 1,424 | 95.6% | $21.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.56万 | 0.01% | 12,838 | 446 | 3.6% | $1.51万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $43.50万 | 0.01% | 15,626 | -21,779 | -58.2% | -$60.63万 | 减仓 |
| GOLD | GOLD COM INC | $43.45万 | 0.01% | 10,840 | 10,840 | — | $43.45万 | 新建仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $43.21万 | 0.01% | 14,115 | 14,115 | — | $43.21万 | 新建仓 |
| ITB | ISHARES TR | $43.19万 | 0.01% | 4,770 | 2,107 | 79.1% | $19.08万 | 加仓 |
| KEY | KEYCORP | $43.16万 | 0.01% | 21,529 | -852 | -3.8% | -$1.71万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $43.02万 | 0.01% | 20,332 | 8 | 0.0% | $169 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $43.01万 | 0.01% | 12,021 | 1,060 | 9.7% | $3.79万 | 加仓 |
| — | SILA REALTY TRUST INC | $43.01万 | 0.01% | 18,162 | -2,506 | -12.1% | -$5.93万 | 减仓 |
| TLTW | ISHARES TR | $42.97万 | 0.01% | 18,995 | 8,763 | 85.6% | $19.82万 | 加仓 |
| KGC | KINROSS GOLD CORP | $42.85万 | 0.01% | 14,040 | -292 | -2.0% | -$8,912 | 减仓 |
| — | INNOVATOR ETFS TRUST | $42.79万 | 0.01% | 13,392 | 184 | 1.4% | $5,879 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $42.76万 | 0.01% | 1,471 | -110 | -7.0% | -$3.20万 | 减仓 |
| BUG | GLOBAL X FDS | $42.75万 | 0.01% | 17,025 | 17,025 | — | $42.75万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $42.73万 | 0.01% | 1,924 | -5 | -0.3% | -$1,110 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $42.61万 | 0.01% | 8,410 | 302 | 3.7% | $1.53万 | 加仓 |
| PFFD | GLOBAL X FDS | $42.36万 | 0.01% | 23,024 | -1,825 | -7.3% | -$3.36万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $42.35万 | 0.01% | 9,008 | -6,879 | -43.3% | -$32.34万 | 减仓 |
| OEF | ISHARES TR | $42.34万 | 0.01% | 1,331 | -29,652 | -95.7% | -$943.25万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $42.20万 | 0.01% | 6,089 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $42.14万 | 0.01% | 10,498 | -7,980 | -43.2% | -$32.03万 | 减仓 |
| EQT | EQT CORP | $42.12万 | 0.01% | 6,619 | 1,717 | 35.0% | $10.93万 | 加仓 |
| NTR | NUTRIEN LTD | $42.11万 | 0.01% | 5,586 | 595 | 11.9% | $4.49万 | 加仓 |
| EIX | EDISON INTL | $42.11万 | 0.01% | 5,755 | 1,886 | 48.7% | $13.80万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $42.01万 | 0.01% | 10,575 | 448 | 4.4% | $1.78万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.89万 | 0.01% | 14,020 | 304 | 2.2% | $9,083 | 加仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $41.84万 | 0.01% | 9,874 | 9,874 | — | $41.84万 | 新建仓 |
| — | OPTEX SYS HLDGS INC | $41.79万 | 0.01% | 31,603 | 31,603 | — | $41.79万 | 新建仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $41.75万 | 0.01% | 13,361 | 13,361 | — | $41.75万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $41.67万 | 0.01% | 2,022 | 151 | 8.1% | $3.11万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $41.13万 | 0.01% | 2,589 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $41.11万 | 0.01% | 968 | -67 | -6.5% | -$2.85万 | 减仓 |
| — | DBX ETF TR | $41.07万 | 0.01% | 11,585 | 27 | 0.2% | $957 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $40.97万 | 0.01% | 583 | 583 | — | $40.97万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $40.89万 | 0.01% | 2,359 | 71 | 3.1% | $1.23万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $40.89万 | 0.01% | 6,665 | -163 | -2.4% | -$1.00万 | 减仓 |
| RKT | ROCKET COS INC | $40.85万 | 0.01% | 28,667 | 1,489 | 5.5% | $2.12万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $40.70万 | 0.01% | 19,844 | -939 | -4.5% | -$1.93万 | 减仓 |
| SE | SEA LTD | $40.63万 | 0.01% | 4,906 | 11 | 0.2% | $911 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $40.59万 | 0.01% | 5,769 | 10 | 0.2% | $704 | 加仓 |
| ARCC | ARES CAPITAL CORP | $40.36万 | 0.01% | 22,396 | 476 | 2.2% | $8,578 | 加仓 |
| EVUS | ISHARES TR | $40.31万 | 0.01% | 12,664 | -1,517 | -10.7% | -$4.83万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $40.31万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $40.22万 | 0.01% | 10,973 | -6,748 | -38.1% | -$24.73万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $40.05万 | 0.01% | 23,575 | 326 | 1.4% | $5,539 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $40.01万 | 0.01% | 3,484 | 612 | 21.3% | $7.03万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.01万 | 0.01% | 15,071 | 15,071 | — | $40.01万 | 新建仓 |
| — | WESTERN ASSET HIGH INCOM FD | $40.00万 | 0.01% | 100,512 | 100,512 | — | $40.00万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $39.95万 | 0.01% | 2,411 | 163 | 7.3% | $2.70万 | 加仓 |
| — | BCB BANCORP INC | $39.89万 | 0.01% | 44,426 | 44,426 | — | $39.89万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $39.84万 | 0.01% | 13,653 | 1,554 | 12.8% | $4.53万 | 加仓 |