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 |
|---|---|---|---|---|---|---|---|---|
| NOK | NOKIA CORP | $15.71万 | 0.00% | 19,541 | -1,113 | -5.4% | -$8,948 | 减仓 |
| WEN | WENDYS CO | $15.36万 | 0.00% | 22,099 | 51 | 0.2% | $354 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $15.33万 | 0.00% | 22,443 | 2,078 | 10.2% | $1.42万 | 加仓 |
| NWG | NATWEST GROUP PLC | $15.28万 | 0.00% | 10,257 | -441 | -4.1% | -$6,571 | 减仓 |
| TMQ | TRILOGY METALS INC NEW | $15.23万 | 0.00% | 42,408 | 42,408 | — | $15.23万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $15.19万 | 0.00% | 10,092 | 10,092 | — | $15.19万 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $14.91万 | 0.00% | 10,304 | 10,304 | — | $14.91万 | 新建仓 |
| KEP | KOREA ELEC PWR CORP | $14.90万 | 0.00% | 10,453 | 10,453 | — | $14.90万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $14.82万 | 0.00% | 20,354 | 700 | 3.6% | $5,096 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $14.67万 | 0.00% | 11,718 | -942 | -7.4% | -$1.18万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $14.63万 | 0.00% | 19,079 | 19,079 | — | $14.63万 | 新建仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $14.28万 | 0.00% | 10,518 | -3,046 | -22.5% | -$4.14万 | 减仓 |
| USO | UNITED STS OIL FD LP 看跌期权 | $14.00万 | 0.00% | 1,100 | 1,100 | — | $14.00万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $13.24万 | 0.00% | 25,967 | -5,736 | -18.1% | -$2.93万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $13.19万 | 0.00% | 15,299 | 75 | 0.5% | $647 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $13.05万 | 0.00% | 18,938 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $12.97万 | 0.00% | 11,500 | 1,251 | 12.2% | $1.41万 | 加仓 |
| S | SENTINELONE INC | $12.97万 | 0.00% | 10,069 | 10,069 | — | $12.97万 | 新建仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $12.96万 | 0.00% | 11,527 | -1,548 | -11.8% | -$1.74万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $12.57万 | 0.00% | 12,444 | -19,670 | -61.3% | -$19.87万 | 减仓 |
| — | LINKBANCORP INC | $12.33万 | 0.00% | 14,779 | 14,779 | — | $12.33万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $11.73万 | 0.00% | 10,819 | 10,819 | — | $11.73万 | 新建仓 |
| — | ETF SER SOLUTIONS | $11.09万 | 0.00% | 12,336 | -70,906 | -85.2% | -$63.75万 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $10.93万 | 0.00% | 11,366 | -4 | -0.0% | -$38 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $10.89万 | 0.00% | 12,883 | 12,883 | — | $10.89万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $10.61万 | 0.00% | 12,256 | 59 | 0.5% | $511 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $10.41万 | 0.00% | 24,616 | -19,507 | -44.2% | -$8.25万 | 减仓 |
| USO | UNITED STS OIL FD LP | $10.15万 | 0.00% | 798 | 798 | — | $10.15万 | 新建仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $10.05万 | 0.00% | 52,874 | 52,874 | — | $10.05万 | 新建仓 |
| NEXN | NEXXEN INTL LTD | $10.02万 | 0.00% | 15,362 | 15,362 | — | $10.02万 | 新建仓 |
| — | ELLINGTON CREDIT COMPANY | $9.70万 | 0.00% | 21,903 | 21,903 | — | $9.70万 | 新建仓 |
| PSFE | PAYSAFE LIMITED | $9.66万 | 0.00% | 14,181 | -184 | -1.3% | -$1,253 | 减仓 |
| KELYA | KELLY SVCS INC | $9.59万 | 0.00% | 10,839 | 10,839 | — | $9.59万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $9.34万 | 0.00% | 11,435 | 105 | 0.9% | $858 | 加仓 |
| — | PUTNAM ETF TRUST | $9.25万 | 0.00% | 10,629 | 10,629 | — | $9.25万 | 新建仓 |
| GSM | FERROGLOBE PLC | $9.22万 | 0.00% | 22,388 | -420 | -1.8% | -$1,730 | 减仓 |
| ACHR | ARCHER AVIATION INC | $9.18万 | 0.00% | 17,752 | -1,648 | -8.5% | -$8,520 | 减仓 |
| COMP | COMPASS INC | $8.67万 | 0.00% | 11,864 | 36 | 0.3% | $263 | 加仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $8.34万 | 0.00% | 12,010 | -2,000 | -14.3% | -$1.39万 | 减仓 |
| MFM | MFS MUN INCOME TR | $7.80万 | 0.00% | 14,462 | 250 | 1.8% | $1,348 | 加仓 |
| OPK | OPKO HEALTH INC | $7.58万 | 0.00% | 66,520 | 0 | 0.0% | — | 不变 |
| RLMD | RELMADA THERAPEUTICS INC | $7.27万 | 0.00% | 10,444 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $7.10万 | 0.00% | 27,190 | -1 | -0.0% | -$3 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $6.98万 | 0.00% | 400 | -126,389 | -99.7% | -$2,204.22万 | 减仓 |
| — | AUNA S A | $6.92万 | 0.00% | 12,563 | 2,014 | 19.1% | $1.11万 | 加仓 |
| DNN | DENISON MINES CORP | $6.63万 | 0.00% | 18,791 | -2,319 | -11.0% | -$8,186 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $5.85万 | 0.00% | 400 | -20,336 | -98.1% | -$297.48万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.70万 | 0.00% | 12,304 | 979 | 8.6% | $4,533 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5.39万 | 0.00% | 11,510 | 11,510 | — | $5.39万 | 新建仓 |
| SILJ | AMPLIFY ETF TR 看涨期权 | $5.35万 | 0.00% | 1,800 | 1,800 | — | $5.35万 | 新建仓 |
| TLT | ISHARES TR 看涨期权 | $5.20万 | 0.00% | 600 | -8,739 | -93.6% | -$75.76万 | 减仓 |
| — | TELOMIR PHARMACEUTICALS INC | $4.81万 | 0.00% | 37,037 | 1,600 | 4.5% | $2,080 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP 看涨期权 | $4.32万 | 0.00% | 400 | 400 | — | $4.32万 | 新建仓 |
| SLV | ISHARES SILVER TR 看跌期权 | $4.09万 | 0.00% | 600 | -5,891 | -90.8% | -$40.14万 | 减仓 |
| IGV | ISHARES TR 看涨期权 | $4.00万 | 0.00% | 500 | 500 | — | $4.00万 | 新建仓 |
| — | ANIXA BIOSCIENCES INC | $3.77万 | 0.00% | 14,619 | 0 | 0.0% | — | 不变 |
| — | TITAN MNG CORP | $3.56万 | 0.00% | 12,000 | 12,000 | — | $3.56万 | 新建仓 |
| TLT | ISHARES TR 看跌期权 | $3.47万 | 0.00% | 400 | 400 | — | $3.47万 | 新建仓 |
| — | BNY MELLON HIGH YIELD STRATE | $3.45万 | 0.00% | 14,150 | 14,150 | — | $3.45万 | 新建仓 |
| VVR | INVESCO SR INCOME TR | $3.33万 | 0.00% | 10,333 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $3.23万 | 0.00% | 11,078 | 11,078 | — | $3.23万 | 新建仓 |
| — | MILESTONE SCIENTIFIC INC | $3.00万 | 0.00% | 104,000 | 4,000 | 4.0% | $1,152 | 加仓 |
| SGOL | ETFS GOLD TR 看涨期权 | $2.68万 | 0.00% | 600 | -272 | -31.2% | -$1.21万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $2.45万 | 0.00% | 400 | -40,059 | -99.0% | -$245.40万 | 减仓 |
| F | FORD MTR CO 看跌期权 | $1.73万 | 0.00% | 1,500 | 1,500 | — | $1.73万 | 新建仓 |
| — | TENAYA THERAPEUTICS INC | $1.30万 | 0.00% | 18,787 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $4,523 | 0.00% | 100 | -1,263 | -92.7% | -$5.71万 | 减仓 |
| — | HUB CYBER SECURITY LTD | $3,972 | 0.00% | 40,000 | 40,000 | — | $3,972 | 新建仓 |
| — | MEREO BIOPHARMA GROUP PLC | $3,300 | 0.00% | 10,000 | 10,000 | — | $3,300 | 新建仓 |
| — | BT BRANDS INC | $1,831 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $578 | 0.00% | 82,880 | 82,880 | — | $578 | 新建仓 |
| — | NEXTPLAT CORP | $439 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -17,720 | -100.0% | -$1,208.36万 | 清仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $0 | 0.00% | 0 | -17,893 | -100.0% | -$1,099.20万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -183,905 | -100.0% | -$731.57万 | 清仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -99,227 | -100.0% | -$446.62万 | 清仓 |
| FALN | ISHARES TR | $0 | 0.00% | 0 | -151,183 | -100.0% | -$412.73万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -13,549 | -100.0% | -$249.11万 | 清仓 |
| IXP | ISHARES TR | $0 | 0.00% | 0 | -19,550 | -100.0% | -$236.99万 | 清仓 |
| ORCL | ORACLE CORP 看跌期权 | $0 | 0.00% | 0 | -9,092 | -100.0% | -$177.22万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -23,832 | -100.0% | -$118.32万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $0 | 0.00% | 0 | -23,632 | -100.0% | -$117.33万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -4,175 | -100.0% | -$94.55万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -3,253 | -100.0% | -$84.42万 | 清仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -9,743 | -100.0% | -$54.14万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -18,893 | -100.0% | -$42.38万 | 清仓 |
| FSMD | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXG | ISHARES TR | $0 | 0.00% | 0 | -3,426 | -100.0% | -$41.38万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -9,984 | -100.0% | -$41.08万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -4,401 | -100.0% | -$40.80万 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -11,172 | -100.0% | -$40.64万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -26,885 | -100.0% | -$39.52万 | 清仓 |
| CORP | PIMCO ETF TR | $0 | 0.00% | 0 | -4,009 | -100.0% | -$39.23万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -2,406 | -100.0% | -$38.31万 | 清仓 |
| CPLB | NEW YORK LIFE INVTS ACTIVE E | $0 | 0.00% | 0 | -16,753 | -100.0% | -$35.57万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -19,670 | -100.0% | -$33.93万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -11,305 | -100.0% | -$33.76万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -3,233 | -100.0% | -$33.26万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -2,203 | -100.0% | -$32.82万 | 清仓 |