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 |
|---|---|---|---|---|---|---|---|---|
| LH | LABCORP HOLDINGS INC | $39.76万 | 0.01% | 1,490 | -234 | -13.6% | -$6.24万 | 减仓 |
| AES | AES CORP | $39.70万 | 0.01% | 28,172 | -1,918 | -6.4% | -$2.70万 | 减仓 |
| BCD | ABRDN ETFS | $39.69万 | 0.01% | 11,092 | 11,092 | — | $39.69万 | 新建仓 |
| XYL | XYLEM INC | $39.66万 | 0.01% | 3,319 | 119 | 3.7% | $1.42万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $39.62万 | 0.01% | 3,772 | 498 | 15.2% | $5.23万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $39.61万 | 0.01% | 14,606 | 86 | 0.6% | $2,332 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $39.58万 | 0.01% | 1,302 | 82 | 6.7% | $2.49万 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $39.52万 | 0.01% | 22,477 | -700 | -3.0% | -$1.23万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $39.45万 | 0.01% | 7,478 | -415 | -5.3% | -$2.19万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $39.24万 | 0.01% | 13,693 | -1,565 | -10.3% | -$4.49万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $39.24万 | 0.01% | 4,621 | -124 | -2.6% | -$1.05万 | 减仓 |
| TIP | ISHARES TR | $39.11万 | 0.01% | 3,544 | 46 | 1.3% | $5,077 | 加仓 |
| NNN | NNN REIT INC | $39.09万 | 0.01% | 9,302 | 33 | 0.4% | $1,387 | 加仓 |
| MAGS | LISTED FDS TR | $39.01万 | 0.01% | 6,732 | 127 | 1.9% | $7,358 | 加仓 |
| CALM | CAL MAINE FOODS INC | $38.97万 | 0.01% | 4,924 | -61 | -1.2% | -$4,828 | 减仓 |
| G | GENPACT LIMITED | $38.90万 | 0.01% | 10,443 | 880 | 9.2% | $3.28万 | 加仓 |
| WRB | BERKLEY W R CORP | $38.88万 | 0.01% | 5,867 | -863 | -12.8% | -$5.72万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $38.83万 | 0.01% | 7,817 | 823 | 11.8% | $4.09万 | 加仓 |
| AEE | AMEREN CORP | $38.62万 | 0.01% | 3,513 | -205 | -5.5% | -$2.25万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.57万 | 0.01% | 20,300 | -2,700 | -11.7% | -$5.13万 | 减仓 |
| DON | WISDOMTREE TR | $38.57万 | 0.01% | 7,340 | -1,265 | -14.7% | -$6.65万 | 减仓 |
| MSCI | MSCI INC | $38.54万 | 0.01% | 715 | -25 | -3.4% | -$1.35万 | 减仓 |
| MLPX | GLOBAL X FDS | $38.49万 | 0.01% | 5,206 | 8 | 0.2% | $592 | 加仓 |
| HACK | AMPLIFY ETF TR | $38.48万 | 0.01% | 5,125 | 1,032 | 25.2% | $7.75万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $38.47万 | 0.01% | 11,471 | -1,332 | -10.4% | -$4.47万 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $38.42万 | 0.01% | 21,298 | -692 | -3.1% | -$1.25万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $38.36万 | 0.01% | 24,511 | 1,435 | 6.2% | $2.25万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $38.34万 | 0.01% | 31,792 | 37 | 0.1% | $446 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $38.27万 | 0.01% | 36,763 | 184 | 0.5% | $1,915 | 加仓 |
| SSO | PROSHARES TR | $38.16万 | 0.01% | 7,356 | -2,881 | -28.1% | -$14.95万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $37.94万 | 0.01% | 9,012 | -611 | -6.3% | -$2.57万 | 减仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $37.93万 | 0.01% | 43,795 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $37.92万 | 0.01% | 1,347 | -185 | -12.1% | -$5.21万 | 减仓 |
| TTD | THE TRADE DESK INC | $37.56万 | 0.01% | 16,554 | 3,462 | 26.4% | $7.86万 | 加仓 |
| IBTG | ISHARES TR | $37.55万 | 0.01% | 16,386 | 4,239 | 34.9% | $9.71万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $37.54万 | 0.01% | 4,939 | -571 | -10.4% | -$4.34万 | 减仓 |
| — | STRATEGY SHS | $37.51万 | 0.01% | 11,911 | -393 | -3.2% | -$1.24万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $37.12万 | 0.01% | 17,888 | 1,838 | 11.5% | $3.81万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $37.04万 | 0.01% | 5,945 | 1,795 | 43.3% | $11.18万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $37.04万 | 0.01% | 1,952 | -851 | -30.4% | -$16.15万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $37.01万 | 0.01% | 5,183 | 0 | 0.0% | — | 不变 |
| SDFI | AB ACTIVE ETFS INC | $37.00万 | 0.01% | 10,385 | 10,385 | — | $37.00万 | 新建仓 |
| CLX | CLOROX CO DEL | $36.99万 | 0.01% | 3,569 | -1,139 | -24.2% | -$11.80万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $36.94万 | 0.01% | 3,691 | -93 | -2.5% | -$9,308 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC | $36.92万 | 0.01% | 2,374 | -4,716 | -66.5% | -$73.35万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $36.89万 | 0.01% | 7,823 | -460 | -5.6% | -$2.17万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $36.86万 | 0.01% | 12,498 | 4,772 | 61.8% | $14.07万 | 加仓 |
| SAP | SAP SE | $36.70万 | 0.01% | 2,143 | -1,524 | -41.6% | -$26.10万 | 减仓 |
| VLTO | VERALTO CORP | $36.32万 | 0.01% | 4,108 | 11 | 0.3% | $973 | 加仓 |
| HUBB | HUBBELL INC | $36.27万 | 0.01% | 739 | 70 | 10.5% | $3.44万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $36.22万 | 0.01% | 3,676 | 454 | 14.1% | $4.47万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $36.16万 | 0.01% | 4,488 | 4,488 | — | $36.16万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $36.02万 | 0.01% | 8,346 | 592 | 7.6% | $2.55万 | 加仓 |
| ISTB | ISHARES TR | $35.86万 | 0.01% | 7,401 | -764 | -9.4% | -$3.70万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $35.65万 | 0.01% | 7,166 | 7,166 | — | $35.65万 | 新建仓 |
| LYFT | LYFT INC | $35.63万 | 0.01% | 26,791 | 12,139 | 82.8% | $16.14万 | 加仓 |
| MOD | MODINE MFG CO | $35.61万 | 0.01% | 1,643 | 65 | 4.1% | $1.41万 | 加仓 |
| MRNA | MODERNA INC | $35.55万 | 0.01% | 6,999 | -63 | -0.9% | -$3,200 | 减仓 |
| EWU | ISHARES TR | $35.49万 | 0.01% | 7,790 | 7,790 | — | $35.49万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $35.48万 | 0.01% | 3,252 | -220 | -6.3% | -$2.40万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $35.45万 | 0.01% | 7,826 | 1 | 0.0% | $45 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $35.43万 | 0.01% | 870 | 20 | 2.4% | $8,145 | 加仓 |
| WU | WESTERN UN CO | $35.41万 | 0.01% | 40,565 | 8,403 | 26.1% | $7.34万 | 加仓 |
| GGG | GRACO INC | $35.06万 | 0.01% | 4,142 | -558 | -11.9% | -$4.72万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $35.06万 | 0.01% | 741 | -81 | -9.9% | -$3.83万 | 减仓 |
| MTB | M & T BK CORP | $35.06万 | 0.01% | 1,696 | -27 | -1.6% | -$5,581 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $34.98万 | 0.01% | 17,684 | 4,709 | 36.3% | $9.31万 | 加仓 |
| IBDR | ISHARES TR | $34.98万 | 0.01% | 14,429 | -295 | -2.0% | -$7,151 | 减仓 |
| RLI | RLI CORP | $34.87万 | 0.01% | 6,114 | -98 | -1.6% | -$5,590 | 减仓 |
| Q | QNITY ELECTRONICS INC | $34.77万 | 0.01% | 3,013 | -294 | -8.9% | -$3.39万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $34.65万 | 0.01% | 2,736 | 95 | 3.6% | $1.20万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $34.63万 | 0.01% | 4,003 | -100 | -2.4% | -$8,652 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $34.57万 | 0.01% | 12,412 | 237 | 1.9% | $6,600 | 加仓 |
| AA | ALCOA CORP | $34.38万 | 0.01% | 5,184 | 549 | 11.8% | $3.64万 | 加仓 |
| DIV | GLOBAL X FDS | $34.37万 | 0.01% | 18,187 | 18,187 | — | $34.37万 | 新建仓 |
| VTRS | VIATRIS INC | $34.35万 | 0.01% | 25,423 | 3,606 | 16.5% | $4.87万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $34.32万 | 0.01% | 16,228 | -2,178 | -11.8% | -$4.61万 | 减仓 |
| GL | GLOBE LIFE INC | $34.28万 | 0.01% | 2,463 | -921 | -27.2% | -$12.82万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $34.26万 | 0.01% | 18,089 | 567 | 3.2% | $1.07万 | 加仓 |
| CAIE | CALAMOS ETF TR | $34.21万 | 0.01% | 13,609 | 13,609 | — | $34.21万 | 新建仓 |
| CBRE | CBRE GROUP INC | $34.20万 | 0.01% | 2,525 | -165 | -6.1% | -$2.24万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $34.15万 | 0.01% | 8,264 | 8,264 | — | $34.15万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $34.09万 | 0.01% | 3,781 | 217 | 6.1% | $1.96万 | 加仓 |
| DDOG | DATADOG INC | $34.06万 | 0.01% | 2,885 | -256 | -8.2% | -$3.02万 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $34.06万 | 0.01% | 14,108 | -1,324 | -8.6% | -$3.20万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $33.99万 | 0.01% | 1,685 | -34 | -2.0% | -$6,858 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $33.97万 | 0.01% | 16,162 | -6,626 | -29.1% | -$13.93万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $33.97万 | 0.01% | 16,371 | -2,994 | -15.5% | -$6.21万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $33.96万 | 0.01% | 3,756 | -499 | -11.7% | -$4.51万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $33.96万 | 0.01% | 1,279 | 32 | 2.6% | $8,496 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $33.79万 | 0.01% | 7,221 | -353 | -4.7% | -$1.65万 | 减仓 |
| CDE | COEUR MNG INC | $33.59万 | 0.01% | 17,898 | 17,898 | — | $33.59万 | 新建仓 |
| FLXR | TCW ETF TRUST | $33.56万 | 0.01% | 8,545 | 8,545 | — | $33.56万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $33.50万 | 0.01% | 3,964 | -310 | -7.3% | -$2.62万 | 减仓 |
| — | ABSOLUTE SHS TR | $33.37万 | 0.01% | 9,832 | 9,832 | — | $33.37万 | 新建仓 |
| QFLR | INNOVATOR ETFS TRUST | $33.35万 | 0.01% | 10,015 | -107 | -1.1% | -$3,563 | 减仓 |
| TRP | TC ENERGY CORP | $33.31万 | 0.01% | 5,324 | -120 | -2.2% | -$7,509 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $33.25万 | 0.01% | 13,494 | -754 | -5.3% | -$1.86万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $33.17万 | 0.01% | 2,763 | 2,763 | — | $33.17万 | 新建仓 |
| GRMN | GARMIN LTD | $33.14万 | 0.01% | 1,429 | -34 | -2.3% | -$7,886 | 减仓 |