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 |
|---|---|---|---|---|---|---|---|---|
| PKG | PACKAGING CORP AMER | $31.17万 | 0.01% | 1,457 | -21 | -1.4% | -$4,492 | 减仓 |
| TRP | TC ENERGY CORP | $31.16万 | 0.01% | 4,937 | -387 | -7.3% | -$2.44万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $31.15万 | 0.01% | 6,507 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $31.13万 | 0.01% | 5,660 | 0 | 0.0% | — | 不变 |
| QDEF | FLEXSHARES TR | $31.07万 | 0.01% | 3,892 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $31.03万 | 0.01% | 7,912 | -650 | -7.6% | -$2.55万 | 减仓 |
| GGUS | GOLDMAN SACHS ETF TR | $30.92万 | 0.01% | 4,531 | -344 | -7.1% | -$2.35万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $30.87万 | 0.01% | 13,812 | 1,818 | 15.2% | $4.06万 | 加仓 |
| HL | HECLA MINING COMPANY | $30.86万 | 0.01% | 16,761 | -945 | -5.3% | -$1.74万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $30.83万 | 0.01% | 4,525 | -61 | -1.3% | -$4,156 | 减仓 |
| TPR | TAPESTRY INC | $30.77万 | 0.01% | 2,169 | 190 | 9.6% | $2.70万 | 加仓 |
| ICF | ISHARES TR | $30.71万 | 0.01% | 4,962 | 0 | 0.0% | — | 不变 |
| — | PGIM ETF TR | $30.70万 | 0.01% | 6,009 | 0 | 0.0% | — | 不变 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $30.60万 | 0.01% | 5,622 | 309 | 5.8% | $1.68万 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL | $30.56万 | 0.01% | 22,573 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $30.52万 | 0.01% | 5,802 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $30.48万 | 0.01% | 3,013 | -556 | -15.6% | -$5.62万 | 减仓 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $30.46万 | 0.01% | 9,390 | 1,783 | 23.4% | $5.78万 | 加仓 |
| WS | WORTHINGTON STL INC | $30.35万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| QFLR | INNOVATOR ETFS TRUST | $30.26万 | 0.01% | 8,903 | -1,112 | -11.1% | -$3.78万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $30.24万 | 0.01% | 12,786 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $30.20万 | 0.01% | 1,635 | -49 | -2.9% | -$9,052 | 减仓 |
| VALE | VALE S A | $30.03万 | 0.00% | 18,877 | -16,399 | -46.5% | -$26.09万 | 减仓 |
| — | HANCOCK JOHN INVS TR | $29.94万 | 0.00% | 23,191 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $29.89万 | 0.00% | 5,013 | -3 | -0.1% | -$179 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.86万 | 0.00% | 10,299 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $29.85万 | 0.00% | 8,435 | -2,749 | -24.6% | -$9.73万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $29.80万 | 0.00% | 3,097 | 122 | 4.1% | $1.17万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $29.80万 | 0.00% | 5,662 | -1,816 | -24.3% | -$9.56万 | 减仓 |
| DXJ | WISDOMTREE TR | $29.78万 | 0.00% | 1,878 | -83 | -4.2% | -$1.32万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $29.76万 | 0.00% | 1,510 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $29.76万 | 0.00% | 6,649 | 6,649 | — | $29.76万 | 新建仓 |
| CGNX | COGNEX CORP | $29.75万 | 0.00% | 6,073 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $29.74万 | 0.00% | 20,722 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTY ETF TR | $29.73万 | 0.00% | 6,349 | -5,495 | -46.4% | -$25.73万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $29.63万 | 0.00% | 3,725 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $29.62万 | 0.00% | 11,552 | 1,066 | 10.2% | $2.73万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $29.60万 | 0.00% | 682 | -286 | -29.5% | -$12.41万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $29.60万 | 0.00% | 816 | 3 | 0.4% | $1,088 | 加仓 |
| VRSN | VERISIGN INC | $29.53万 | 0.00% | 1,189 | -4 | -0.3% | -$993 | 减仓 |
| CSGP | COSTAR GROUP INC | $29.50万 | 0.00% | 7,388 | 67 | 0.9% | $2,675 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.50万 | 0.00% | 11,511 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $29.43万 | 0.00% | 8,487 | 1,336 | 18.7% | $4.63万 | 加仓 |
| ARKW | ARK ETF TR | $29.32万 | 0.00% | 2,422 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $29.26万 | 0.00% | 6,847 | 6,847 | — | $29.26万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $29.25万 | 0.00% | 8,722 | -1,268 | -12.7% | -$4.25万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $29.21万 | 0.00% | 3,171 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $29.16万 | 0.00% | 9,638 | 1,606 | 20.0% | $4.86万 | 加仓 |
| ROST | ROSS STORES INC | $29.13万 | 0.00% | 1,348 | -39 | -2.8% | -$8,427 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $28.89万 | 0.00% | 1,433 | -252 | -15.0% | -$5.08万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $28.86万 | 0.00% | 15,407 | -2,277 | -12.9% | -$4.26万 | 减仓 |
| TILT | FLEXSHARES TR | $28.82万 | 0.00% | 1,194 | 0 | 0.0% | — | 不变 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $28.78万 | 0.00% | 4,311 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $28.78万 | 0.00% | 2,866 | 0 | 0.0% | — | 不变 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $28.72万 | 0.00% | 12,964 | 0 | 0.0% | — | 不变 |
| FUMB | FIRST TR EXCH TRADED FD III | $28.66万 | 0.00% | 14,294 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $28.59万 | 0.00% | 2,306 | 208 | 9.9% | $2.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $28.58万 | 0.00% | 4,576 | 0 | 0.0% | — | 不变 |
| ZAP | GLOBAL X FDS | $28.57万 | 0.00% | 8,256 | 8,256 | — | $28.57万 | 新建仓 |
| MKSI | MKS INC. | $28.45万 | 0.00% | 1,226 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $28.44万 | 0.00% | 5,391 | -9 | -0.2% | -$475 | 减仓 |
| SEIC | SEI INVTS CO | $28.44万 | 0.00% | 3,601 | -87 | -2.4% | -$6,872 | 减仓 |
| — | PROSHARES TR II | $28.42万 | 0.00% | 8,275 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $28.38万 | 0.00% | 11,505 | 11,505 | — | $28.38万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $28.38万 | 0.00% | 4,780 | -201 | -4.0% | -$1.19万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $28.26万 | 0.00% | 10,877 | 10,877 | — | $28.26万 | 新建仓 |
| FEGE | RBB FUND TRUST | $28.26万 | 0.00% | 5,836 | 1,352 | 30.2% | $6.55万 | 加仓 |
| ARKX | ARK ETF TR | $28.24万 | 0.00% | 9,606 | 100 | 1.1% | $2,940 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $28.21万 | 0.00% | 6,504 | -438 | -6.3% | -$1.90万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $28.18万 | 0.00% | 11,279 | -1,877 | -14.3% | -$4.69万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $28.12万 | 0.00% | 853 | -43 | -4.8% | -$1.42万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $28.06万 | 0.00% | 6,100 | -112 | -1.8% | -$5,151 | 减仓 |
| VTRS | VIATRIS INC | $27.92万 | 0.00% | 20,466 | -4,957 | -19.5% | -$6.76万 | 减仓 |
| RDDT | REDDIT INC | $27.90万 | 0.00% | 2,057 | -209 | -9.2% | -$2.83万 | 减仓 |
| HYGV | FLEXSHARES TR | $27.84万 | 0.00% | 6,925 | -90 | -1.3% | -$3,619 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $27.79万 | 0.00% | 3,010 | 0 | 0.0% | — | 不变 |
| GCOR | GOLDMAN SACHS ETF TR | $27.74万 | 0.00% | 6,739 | -1,525 | -18.5% | -$6.28万 | 减仓 |
| QQQI | NEOS ETF TRUST | $27.57万 | 0.00% | 5,384 | 240 | 4.7% | $1.23万 | 加仓 |
| CRH | CRH PLC | $27.51万 | 0.00% | 2,608 | -42 | -1.6% | -$4,431 | 减仓 |
| FFIV | F5 INC | $27.46万 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| BANF | BANCFIRST CORP | $27.41万 | 0.00% | 2,526 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $27.37万 | 0.00% | 1,218 | -1,089 | -47.2% | -$24.47万 | 减仓 |
| HYLB | DBX ETF TR | $27.15万 | 0.00% | 7,435 | -1,395 | -15.8% | -$5.09万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $27.15万 | 0.00% | 4,932 | 298 | 6.4% | $1.64万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $27.13万 | 0.00% | 13,242 | -3,129 | -19.1% | -$6.41万 | 减仓 |
| OSK | OSHKOSH CORP | $27.09万 | 0.00% | 1,839 | 30 | 1.7% | $4,419 | 加仓 |
| UBS | UBS GROUP AG | $27.06万 | 0.00% | 6,750 | -1,386 | -17.0% | -$5.56万 | 减仓 |
| DCI | DONALDSON INC | $27.04万 | 0.00% | 3,187 | -217 | -6.4% | -$1.84万 | 减仓 |
| ELF | E L F BEAUTY INC | $26.95万 | 0.00% | 4,435 | 33 | 0.7% | $2,005 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $26.89万 | 0.00% | 141 | -3 | -2.1% | -$5,721 | 减仓 |
| FTI | TECHNIPFMC PLC | $26.80万 | 0.00% | 3,885 | -39 | -1.0% | -$2,690 | 减仓 |
| FXI | ISHARES TR | $26.78万 | 0.00% | 7,461 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $26.78万 | 0.00% | 11,747 | -196 | -1.6% | -$4,468 | 减仓 |
| UIVM | VICTORY PORTFOLIOS II | $26.70万 | 0.00% | 3,910 | 0 | 0.0% | — | 不变 |
| SYLD | CAMBRIA ETF TR | $26.55万 | 0.00% | 3,482 | -3,287 | -48.6% | -$25.06万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $26.55万 | 0.00% | 2,124 | -50 | -2.3% | -$6,250 | 减仓 |
| — | ETF SER SOLUTIONS | $26.54万 | 0.00% | 10,492 | -1,124 | -9.7% | -$2.84万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $26.53万 | 0.00% | 2,768 | -266 | -8.8% | -$2.55万 | 减仓 |
| LZB | LA Z BOY INC | $26.49万 | 0.00% | 8,233 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.30万 | 0.00% | 7,224 | -260 | -3.5% | -$9,467 | 减仓 |