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 |
|---|---|---|---|---|---|---|---|---|
| EPAM | EPAM SYS INC | $26.24万 | 0.00% | 1,938 | -10 | -0.5% | -$1,354 | 减仓 |
| AIZ | ASSURANT INC | $26.21万 | 0.00% | 1,118 | -526 | -32.0% | -$12.33万 | 重新持有 |
| WST | WEST PHARMACEUTICAL SVSC INC | $26.17万 | 0.00% | 1,006 | 19 | 1.9% | $4,943 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $26.15万 | 0.00% | 4,010 | 294 | 7.9% | $1.92万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $26.09万 | 0.00% | 1,303 | -20 | -1.5% | -$4,005 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $26.07万 | 0.00% | 3,469 | -186 | -5.1% | -$1.40万 | 减仓 |
| MTB | M & T BK CORP | $26.04万 | 0.00% | 1,246 | -450 | -26.5% | -$9.40万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $26.01万 | 0.00% | 13,318 | 2,441 | 22.4% | $4.77万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $25.89万 | 0.00% | 1,540 | 76 | 5.2% | $1.28万 | 加仓 |
| — | ABSOLUTE SHS TR | $25.84万 | 0.00% | 7,394 | -2,438 | -24.8% | -$8.52万 | 减仓 |
| LCII | LCI INDS | $25.81万 | 0.00% | 2,099 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $25.71万 | 0.00% | 3,249 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $25.62万 | 0.00% | 3,170 | 23 | 0.7% | $1,859 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $25.62万 | 0.00% | 13,096 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $25.61万 | 0.00% | 11,673 | -18 | -0.2% | -$395 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $25.50万 | 0.00% | 11,043 | 1,691 | 18.1% | $3.90万 | 加仓 |
| XBI | SPDR SERIES TRUST | $25.38万 | 0.00% | 1,924 | -27 | -1.4% | -$3,561 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $25.35万 | 0.00% | 5,438 | -7 | -0.1% | -$326 | 减仓 |
| SN | SHARKNINJA INC | $25.33万 | 0.00% | 2,354 | 11 | 0.5% | $1,184 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.33万 | 0.00% | 8,910 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $25.30万 | 0.00% | 1,028 | -32 | -3.0% | -$7,875 | 减仓 |
| ITB | ISHARES TR | $25.26万 | 0.00% | 2,790 | -1,980 | -41.5% | -$17.93万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $25.22万 | 0.00% | 9,645 | 9,645 | — | $25.22万 | 新建仓 |
| CRVL | CORVEL CORP | $25.17万 | 0.00% | 4,603 | 15 | 0.3% | $820 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $25.12万 | 0.00% | 8,263 | -47 | -0.6% | -$1,429 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $25.08万 | 0.00% | 49,466 | 411 | 0.8% | $2,084 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $25.07万 | 0.00% | 9,598 | 9,598 | — | $25.07万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $25.06万 | 0.00% | 2,062 | -951 | -31.6% | -$11.56万 | 减仓 |
| NET | CLOUDFLARE INC | $25.06万 | 0.00% | 1,174 | 42 | 3.7% | $8,964 | 加仓 |
| — | DIAMEDICA THERAPEUTICS INC | $25.03万 | 0.00% | 36,975 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.99万 | 0.00% | 9,414 | -5,657 | -37.5% | -$15.02万 | 减仓 |
| DDOG | DATADOG INC | $24.95万 | 0.00% | 1,847 | -1,038 | -36.0% | -$14.02万 | 减仓 |
| BSVO | EA SERIES TRUST | $24.90万 | 0.00% | 9,330 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $24.89万 | 0.00% | 1,775 | 1,775 | — | $24.89万 | 新建仓 |
| — | EA SERIES TRUST | $24.85万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $24.84万 | 0.00% | 862 | -35 | -3.9% | -$1.01万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $24.84万 | 0.00% | 12,066 | -1,443 | -10.7% | -$2.97万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $24.81万 | 0.00% | 1,931 | 193 | 11.1% | $2.48万 | 加仓 |
| EWH | ISHARES INC | $24.68万 | 0.00% | 11,311 | 11,311 | — | $24.68万 | 新建仓 |
| — | PUTNAM ETF TRUST | $24.67万 | 0.00% | 6,122 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.66万 | 0.00% | 10,420 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $24.62万 | 0.00% | 3,151 | -859 | -21.4% | -$6.71万 | 减仓 |
| CSL | CARLISLE COS INC | $24.56万 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC | $24.55万 | 0.00% | 1,950 | 39 | 2.0% | $4,910 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $24.52万 | 0.00% | 10,966 | 338 | 3.2% | $7,558 | 加仓 |
| ARKQ | ARK ETF TR | $24.50万 | 0.00% | 2,165 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $24.50万 | 0.00% | 718 | -45 | -5.9% | -$1.54万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $24.48万 | 0.00% | 3,139 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $24.47万 | 0.00% | 10,537 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES TR | $24.39万 | 0.00% | 3,044 | 108 | 3.7% | $8,653 | 加仓 |
| — | TIDAL TRUST I | $24.39万 | 0.00% | 5,825 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $24.36万 | 0.00% | 9,017 | 1,800 | 24.9% | $4.86万 | 加仓 |
| CCI | CROWN CASTLE INC | $24.32万 | 0.00% | 3,024 | -4,858 | -61.6% | -$39.07万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $24.31万 | 0.00% | 3,261 | -1,210 | -27.1% | -$9.02万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $24.26万 | 0.00% | 2,235 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $24.22万 | 0.00% | 7,182 | 722 | 11.2% | $2.44万 | 加仓 |
| — | VIRTUS ETF TR II | $24.20万 | 0.00% | 10,150 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $24.20万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $24.18万 | 0.00% | 5,539 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $24.10万 | 0.00% | 6,160 | -10,028 | -61.9% | -$39.24万 | 减仓 |
| WSO | WATSCO INC | $24.09万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $24.05万 | 0.00% | 11,782 | 11,782 | — | $24.05万 | 新建仓 |
| BALL | BALL CORP | $24.04万 | 0.00% | 4,065 | 2 | 0.0% | $118 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $24.01万 | 0.00% | 1,825 | 1,825 | — | $24.01万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $24.01万 | 0.00% | 13,580 | -398 | -2.8% | -$7,036 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $23.99万 | 0.00% | 10,421 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $23.98万 | 0.00% | 5,978 | -21 | -0.4% | -$842 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $23.97万 | 0.00% | 13,968 | 899 | 6.9% | $1.54万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $23.96万 | 0.00% | 1,780 | -88 | -4.7% | -$1.18万 | 减仓 |
| — | WISDOMTREE TR | $23.92万 | 0.00% | 4,400 | 0 | 0.0% | — | 不变 |
| — | INVESCO ACTIVELY MANAGED EXC | $23.89万 | 0.00% | 4,743 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $23.87万 | 0.00% | 10,943 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $23.87万 | 0.00% | 1,980 | -68 | -3.3% | -$8,197 | 减仓 |
| ZS | ZSCALER INC | $23.85万 | 0.00% | 1,700 | -32 | -1.8% | -$4,489 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $23.78万 | 0.00% | 11,390 | 0 | 0.0% | — | 不变 |
| FRO | FRONTLINE PLC | $23.76万 | 0.00% | 6,817 | 0 | 0.0% | — | 不变 |
| VFMF | VANGUARD WELLINGTON FD | $23.67万 | 0.00% | 1,526 | 0 | 0.0% | — | 不变 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $23.65万 | 0.00% | 6,545 | -74 | -1.1% | -$2,674 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $23.64万 | 0.00% | 5,004 | -2,819 | -36.0% | -$13.32万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $23.64万 | 0.00% | 1,083 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP | $23.64万 | 0.00% | 2,189 | 400 | 22.4% | $4.32万 | 加仓 |
| NWL | NEWELL BRANDS INC | $23.55万 | 0.00% | 68,248 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $23.48万 | 0.00% | 6,956 | -884 | -11.3% | -$2.98万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $23.47万 | 0.00% | 3,332 | -2,757 | -45.3% | -$19.42万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.44万 | 0.00% | 5,168 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $23.42万 | 0.00% | 2,556 | 16 | 0.6% | $1,466 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $23.38万 | 0.00% | 5,230 | -2,596 | -33.2% | -$11.61万 | 减仓 |
| — | EA SERIES TRUST | $23.35万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $23.27万 | 0.00% | 1,969 | -225 | -10.3% | -$2.66万 | 减仓 |
| CLH | CLEAN HARBORS INC | $23.27万 | 0.00% | 810 | 11 | 1.4% | $3,160 | 加仓 |
| FIVE | FIVE BELOW INC | $23.25万 | 0.00% | 1,069 | 183 | 20.7% | $3.98万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $22.91万 | 0.00% | 2,787 | 248 | 9.8% | $2.04万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $22.91万 | 0.00% | 760 | -960 | -55.8% | -$28.94万 | 减仓 |
| PCG | PG&E CORP | $22.87万 | 0.00% | 13,030 | -22 | -0.2% | -$386 | 减仓 |
| EG | EVEREST GROUP LTD | $22.79万 | 0.00% | 693 | -30 | -4.1% | -$9,866 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $22.76万 | 0.00% | 1,907 | -439 | -18.7% | -$5.24万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $22.76万 | 0.00% | 10,604 | 259 | 2.5% | $5,559 | 加仓 |
| ILF | ISHARES TR | $22.75万 | 0.00% | 6,406 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TERM | $22.75万 | 0.00% | 12,388 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $22.74万 | 0.00% | 6,413 | 1,316 | 25.8% | $4.67万 | 重新持有 |