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 |
|---|---|---|---|---|---|---|---|---|
| SRLN | SSGA ACTIVE ETF TR | $45.62万 | 0.01% | 11,345 | 847 | 8.1% | $3.41万 | 加仓 |
| XME | SPDR SERIES TRUST | $45.56万 | 0.01% | 4,218 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $45.45万 | 0.01% | 1,613 | -525 | -24.6% | -$14.79万 | 减仓 |
| IYF | ISHARES TR | $44.82万 | 0.01% | 3,809 | -75 | -1.9% | -$8,825 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $44.74万 | 0.01% | 8,343 | 2,524 | 43.4% | $13.54万 | 加仓 |
| 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 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $44.66万 | 0.01% | 7,532 | -25 | -0.3% | -$1,482 | 减仓 |
| GDX | VANECK ETF TRUST | $44.64万 | 0.01% | 5,064 | -652 | -11.4% | -$5.75万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $44.22万 | 0.01% | 11,540 | 92 | 0.8% | $3,525 | 加仓 |
| SPYV | SPDR SERIES TRUST | $44.21万 | 0.01% | 7,373 | 2,352 | 46.8% | $14.10万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.88万 | 0.01% | 13,437 | -583 | -4.2% | -$1.90万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $43.78万 | 0.01% | 15,665 | 39 | 0.2% | $1,090 | 加仓 |
| GOLD | GOLD COM INC | $43.60万 | 0.01% | 10,840 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $43.54万 | 0.01% | 2,308 | -17 | -0.7% | -$3,207 | 减仓 |
| KGC | KINROSS GOLD CORP | $43.47万 | 0.01% | 14,590 | 550 | 3.9% | $1.64万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $43.39万 | 0.01% | 8,677 | -727 | -7.7% | -$3.64万 | 减仓 |
| WY | WEYERHAEUSER CO | $43.35万 | 0.01% | 17,766 | -4,435 | -20.0% | -$10.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $43.26万 | 0.01% | 12,694 | -698 | -5.2% | -$2.38万 | 减仓 |
| SE | SEA LTD | $43.26万 | 0.01% | 5,090 | 184 | 3.8% | $1.56万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $43.08万 | 0.01% | 12,751 | -610 | -4.6% | -$2.06万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $43.03万 | 0.01% | 2,403 | -294 | -10.9% | -$5.26万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $43.01万 | 0.01% | 12,021 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $42.83万 | 0.01% | 11,918 | -920 | -7.2% | -$3.31万 | 减仓 |
| TLTW | ISHARES TR | $42.69万 | 0.01% | 18,900 | -95 | -0.5% | -$2,146 | 减仓 |
| PFFD | GLOBAL X FDS | $42.66万 | 0.01% | 22,876 | -148 | -0.6% | -$2,760 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $42.61万 | 0.01% | 8,410 | 0 | 0.0% | — | 不变 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $42.57万 | 0.01% | 9,844 | 1,601 | 19.4% | $6.92万 | 加仓 |
| SRE | SEMPRA | $42.41万 | 0.01% | 4,381 | -2,559 | -36.9% | -$24.77万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $42.35万 | 0.01% | 9,008 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $42.30万 | 0.01% | 28,828 | 161 | 0.6% | $2,362 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $42.25万 | 0.01% | 1,458 | -13 | -0.9% | -$3,767 | 减仓 |
| AR | ANTERO RESOURCES CORP | $41.90万 | 0.01% | 10,411 | -823 | -7.3% | -$3.31万 | 减仓 |
| ES | EVERSOURCE ENERGY | $41.87万 | 0.01% | 5,972 | -1,492 | -20.0% | -$10.46万 | 减仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $41.84万 | 0.01% | 9,874 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $41.64万 | 0.01% | 3,488 | -424 | -10.8% | -$5.06万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $41.62万 | 0.01% | 9,143 | -439 | -4.6% | -$2.00万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $41.39万 | 0.01% | 2,245 | -178 | -7.3% | -$3.28万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $41.13万 | 0.01% | 1,838 | -86 | -4.5% | -$1.92万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $41.10万 | 0.01% | 2,463 | -126 | -4.9% | -$2.10万 | 减仓 |
| — | DBX ETF TR | $41.07万 | 0.01% | 11,585 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $40.83万 | 0.01% | 11,037 | -690 | -5.9% | -$2.55万 | 减仓 |
| — | ABSOLUTE SHS TR | $40.77万 | 0.01% | 10,132 | -3,881 | -27.7% | -$15.62万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $40.70万 | 0.01% | 19,844 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $40.59万 | 0.01% | 6,199 | -879 | -12.4% | -$5.76万 | 减仓 |
| CUBE | CUBESMART | $40.44万 | 0.01% | 10,958 | -15 | -0.1% | -$553 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $40.43万 | 0.01% | 1,311 | 9 | 0.7% | $2,776 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $40.34万 | 0.01% | 4,853 | -86 | -1.7% | -$7,150 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $40.31万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $40.30万 | 0.01% | 7,771 | -2,341 | -23.2% | -$12.14万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $40.27万 | 0.01% | 19,437 | 1,549 | 8.7% | $3.21万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $40.14万 | 0.01% | 10,156 | -419 | -4.0% | -$1.66万 | 减仓 |
| B | BARRICK MNG CORP | $40.14万 | 0.01% | 9,911 | -1,362 | -12.1% | -$5.52万 | 减仓 |
| ISTB | ISHARES TR | $40.11万 | 0.01% | 8,303 | 902 | 12.2% | $4.36万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $39.87万 | 0.01% | 1,980 | -42 | -2.1% | -$8,456 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $39.86万 | 0.01% | 14,321 | 14,321 | — | $39.86万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $39.73万 | 0.01% | 23,174 | -401 | -1.7% | -$6,875 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $39.72万 | 0.01% | 3,498 | 437 | 14.3% | $4.96万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $39.71万 | 0.01% | 6,619 | -46 | -0.7% | -$2,760 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $39.62万 | 0.01% | 3,772 | 0 | 0.0% | — | 不变 |
| BCD | ABRDN ETFS | $39.62万 | 0.01% | 11,092 | 0 | 0.0% | — | 不变 |
| GIGB | GOLDMAN SACHS ETF TR | $39.52万 | 0.01% | 8,609 | -1,992 | -18.8% | -$9.15万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $39.52万 | 0.01% | 22,477 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $39.51万 | 0.01% | 12,624 | -23,079 | -64.6% | -$72.24万 | 减仓 |
| NTR | NUTRIEN LTD | $39.47万 | 0.01% | 5,520 | -66 | -1.2% | -$4,720 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $39.46万 | 0.01% | 12,207 | 2,462 | 25.3% | $7.96万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $39.45万 | 0.01% | 11,765 | 294 | 2.6% | $9,858 | 加仓 |
| GBND | GOLDMAN SACHS ETF TR | $39.42万 | 0.01% | 7,797 | 7,797 | — | $39.42万 | 新建仓 |
| FTNT | FORTINET INC | $39.33万 | 0.01% | 4,813 | -1,735 | -26.5% | -$14.18万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $39.28万 | 0.01% | 5,543 | -226 | -3.9% | -$1.60万 | 减仓 |
| EIX | EDISON INTL | $39.22万 | 0.01% | 5,351 | -404 | -7.0% | -$2.96万 | 减仓 |
| DOW | DOW HLDGS INC | $39.19万 | 0.01% | 10,121 | -5,463 | -35.1% | -$21.15万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $39.12万 | 0.01% | 3,401 | -83 | -2.4% | -$9,548 | 减仓 |
| NNN | NNN REIT INC | $39.10万 | 0.01% | 9,267 | -35 | -0.4% | -$1,477 | 减仓 |
| SPTI | SPDR SERIES TRUST | $39.04万 | 0.01% | 13,630 | -63 | -0.5% | -$1,805 | 减仓 |
| OEF | ISHARES TR | $39.04万 | 0.01% | 1,212 | -119 | -8.9% | -$3.83万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $38.97万 | 0.01% | 4,924 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $38.97万 | 0.01% | 10,528 | -8,147 | -43.6% | -$30.15万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $38.94万 | 0.01% | 543 | -40 | -6.9% | -$2.87万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $38.93万 | 0.01% | 7,817 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $38.82万 | 0.01% | 27,472 | -700 | -2.5% | -$9,891 | 减仓 |
| AIQ | GLOBAL X FDS | $38.81万 | 0.01% | 8,316 | -3,646 | -30.5% | -$17.02万 | 减仓 |
| USAC | USA COMPRESSION PARTNERS LP | $38.80万 | 0.01% | 14,306 | -300 | -2.1% | -$8,136 | 减仓 |
| MSCI | MSCI INC | $38.78万 | 0.01% | 718 | 3 | 0.4% | $1,620 | 加仓 |
| SHM | SPDR SERIES TRUST | $38.76万 | 0.01% | 8,081 | 8,081 | — | $38.76万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $38.65万 | 0.01% | 3,048 | -9,476 | -75.7% | -$120.15万 | 减仓 |
| KHC | KRAFT HEINZ CO | $38.59万 | 0.01% | 17,034 | -5,500 | -24.4% | -$12.46万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.57万 | 0.01% | 20,300 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $38.47万 | 0.01% | 13,183 | -470 | -3.4% | -$1.37万 | 减仓 |
| THG | HANOVER INS GROUP INC | $38.44万 | 0.01% | 2,198 | -161 | -6.8% | -$2.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.32万 | 0.01% | 14,515 | -10,010 | -40.8% | -$26.43万 | 减仓 |
| — | EATON VANCE MUN INCOME TR | $38.27万 | 0.01% | 36,763 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $38.25万 | 0.01% | 14,022 | -15,864 | -53.1% | -$43.28万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $38.14万 | 0.01% | 23,711 | -800 | -3.3% | -$1.29万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $37.94万 | 0.01% | 9,012 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $37.94万 | 0.01% | 10,770 | 157 | 1.5% | $5,530 | 加仓 |
| CRWV | COREWEAVE INC | $37.91万 | 0.01% | 4,890 | -1,224 | -20.0% | -$9.49万 | 减仓 |
| G | GENPACT LIMITED | $37.87万 | 0.01% | 10,274 | -169 | -1.6% | -$6,229 | 减仓 |
| EVUS | ISHARES TR | $37.82万 | 0.01% | 11,880 | -784 | -6.2% | -$2.50万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $37.66万 | 0.01% | 5,782 | -3,818 | -39.8% | -$24.87万 | 减仓 |