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 |
|---|---|---|---|---|---|---|---|---|
| CGBL | CAPITAL GROUP CORE BALANCED | $1,313.99万 | 0.21% | 381,863 | 107,953 | 39.4% | $371.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,313.12万 | 0.21% | 64,549 | -1,431 | -2.2% | -$29.11万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,308.17万 | 0.21% | 307,514 | 19,377 | 6.7% | $82.43万 | 加仓 |
| KO | COCA COLA CO | $1,304.43万 | 0.21% | 171,523 | -17,118 | -9.1% | -$130.18万 | 减仓 |
| C | CITIGROUP INC | $1,300.24万 | 0.21% | 114,649 | -10,882 | -8.7% | -$123.41万 | 减仓 |
| CRM | SALESFORCE INC | $1,284.02万 | 0.21% | 68,785 | -3,349 | -4.6% | -$62.52万 | 减仓 |
| IAUM | ISHARES GOLD TR | $1,283.62万 | 0.21% | 274,866 | 43,540 | 18.8% | $203.33万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,261.76万 | 0.20% | 519,885 | -45,241 | -8.0% | -$109.80万 | 减仓 |
| MPC | MARATHON PETE CORP | $1,259.72万 | 0.20% | 51,590 | -1,265 | -2.4% | -$30.89万 | 减仓 |
| RTX | RTX CORPORATION | $1,259.15万 | 0.20% | 65,275 | 2,827 | 4.5% | $54.53万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,253.31万 | 0.20% | 144,641 | -22,762 | -13.6% | -$197.23万 | 减仓 |
| SUSA | ISHARES TR | $1,252.62万 | 0.20% | 94,823 | -6,051 | -6.0% | -$79.93万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,248.15万 | 0.20% | 157,455 | 10,497 | 7.1% | $83.21万 | 加仓 |
| QUAL | ISHARES TR | $1,248.02万 | 0.20% | 65,065 | 433 | 0.7% | $8.31万 | 加仓 |
| SMMD | ISHARES TR | $1,245.06万 | 0.20% | 163,073 | -160,350 | -49.6% | -$1,224.27万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,235.79万 | 0.20% | 257,188 | 14,250 | 5.9% | $68.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,229.22万 | 0.20% | 24,601 | -427 | -1.7% | -$21.34万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,225.57万 | 0.20% | 42,190 | 735 | 1.8% | $21.35万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1,225.56万 | 0.20% | 37,602 | -1,219 | -3.1% | -$39.73万 | 减仓 |
| MCD | MCDONALDS CORP | $1,193.34万 | 0.19% | 38,397 | -2,003 | -5.0% | -$62.25万 | 减仓 |
| GEV | GE VERNOVA INC | $1,186.00万 | 0.19% | 13,587 | 90 | 0.7% | $7.86万 | 加仓 |
| DBEF | DBX ETF TR | $1,185.96万 | 0.19% | 240,072 | 58,489 | 32.2% | $288.94万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,180.95万 | 0.19% | 79,740 | -4,832 | -5.7% | -$71.56万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $1,166.69万 | 0.19% | 348,631 | 13,845 | 4.1% | $46.33万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,161.12万 | 0.19% | 79,562 | -643 | -0.8% | -$9.38万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,153.41万 | 0.19% | 168,923 | 10,219 | 6.4% | $69.78万 | 加仓 |
| CME | CME GROUP INC | $1,138.90万 | 0.18% | 38,561 | -424 | -1.1% | -$12.52万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $1,130.02万 | 0.18% | 157,802 | -4,317 | -2.7% | -$30.91万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $1,128.99万 | 0.18% | 464,415 | 464,415 | — | $1,128.99万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $1,125.42万 | 0.18% | 54,685 | 7,171 | 15.1% | $147.58万 | 加仓 |
| SMTH | ALPS ETF TR | $1,123.03万 | 0.18% | 436,043 | 41,222 | 10.4% | $106.17万 | 加仓 |
| IQLT | ISHARES TR | $1,115.87万 | 0.18% | 241,374 | 8,701 | 3.7% | $40.22万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,063.13万 | 0.17% | 121,030 | -1,497 | -1.2% | -$13.15万 | 减仓 |
| MBB | ISHARES TR | $1,053.21万 | 0.17% | 110,922 | -1,961 | -1.7% | -$18.62万 | 减仓 |
| ORCL | ORACLE CORP | $1,052.92万 | 0.17% | 71,574 | 13,135 | 22.5% | $193.23万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,052.74万 | 0.17% | 79,213 | -1,874 | -2.3% | -$24.91万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,051.15万 | 0.17% | 127,027 | 94,971 | 296.3% | $785.88万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,044.16万 | 0.17% | 79,103 | 3,486 | 4.6% | $46.02万 | 加仓 |
| MRK | MERCK & CO INC | $1,032.37万 | 0.17% | 85,824 | -1,930 | -2.2% | -$23.22万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1,028.11万 | 0.17% | 390,915 | 18,307 | 4.9% | $48.15万 | 加仓 |
| COWZ | PACER FDS TR | $1,021.64万 | 0.16% | 163,306 | 6,689 | 4.3% | $41.85万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $1,009.58万 | 0.16% | 219,629 | 14,585 | 7.1% | $67.04万 | 加仓 |
| PFE | PFIZER INC | $1,007.97万 | 0.16% | 358,963 | -38,989 | -9.8% | -$109.48万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,000.69万 | 0.16% | 16,225 | -405 | -2.4% | -$24.98万 | 减仓 |
| NFLX | NETFLIX INC. | $983.43万 | 0.16% | 102,281 | 21,287 | 26.3% | $204.68万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $978.74万 | 0.16% | 67,490 | 60,868 | 919.2% | $882.71万 | 加仓 |
| WFC | WELLS FARGO & CO | $975.39万 | 0.16% | 122,522 | 4,714 | 4.0% | $37.53万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $972.90万 | 0.16% | 338,872 | 9,910 | 3.0% | $28.45万 | 加仓 |
| ABNB | AIRBNB INC | $971.40万 | 0.16% | 76,924 | 825 | 1.1% | $10.42万 | 加仓 |
| T | AT&T INC | $970.03万 | 0.16% | 334,606 | -4,336 | -1.3% | -$12.57万 | 减仓 |
| IJH | ISHARES TR | $960.08万 | 0.15% | 142,171 | -7,217 | -4.8% | -$48.74万 | 减仓 |
| BAC | BANK AMERICA CORP | $959.55万 | 0.15% | 196,832 | -47,359 | -19.4% | -$230.87万 | 减仓 |
| DIS | DISNEY WALT CO | $947.36万 | 0.15% | 98,294 | 1,818 | 1.9% | $17.52万 | 加仓 |
| SHY | ISHARES TR | $941.37万 | 0.15% | 114,008 | -2,426 | -2.1% | -$20.03万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $938.53万 | 0.15% | 101,048 | 3,260 | 3.3% | $30.28万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $926.26万 | 0.15% | 260,259 | 6,919 | 2.7% | $24.62万 | 加仓 |
| EFG | ISHARES TR | $911.87万 | 0.15% | 81,877 | 55,942 | 215.7% | $623.03万 | 加仓 |
| UNP | UNION PAC CORP | $908.44万 | 0.15% | 37,442 | -1,564 | -4.0% | -$37.95万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $906.77万 | 0.15% | 69,246 | -1,323 | -1.9% | -$17.32万 | 减仓 |
| BX | BLACKSTONE INC | $904.88万 | 0.15% | 78,693 | -1,148 | -1.4% | -$13.20万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $898.56万 | 0.14% | 124,921 | 32,431 | 35.1% | $233.28万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $898.18万 | 0.14% | 164,652 | 213 | 0.1% | $1.16万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $889.93万 | 0.14% | 30,399 | 2,109 | 7.5% | $61.74万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $885.43万 | 0.14% | 45,165 | 145 | 0.3% | $2.84万 | 加仓 |
| PEP | PEPSICO INC | $875.69万 | 0.14% | 56,391 | 931 | 1.7% | $14.46万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $868.79万 | 0.14% | 245,143 | 37,455 | 18.0% | $132.74万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $858.67万 | 0.14% | 14,207 | -532 | -3.6% | -$32.15万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $858.23万 | 0.14% | 72,346 | 61 | 0.1% | $7,236 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $854.14万 | 0.14% | 158,027 | -69,020 | -30.4% | -$373.05万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $852.76万 | 0.14% | 10,080 | -2,303 | -18.6% | -$194.83万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $850.07万 | 0.14% | 110,241 | 6,443 | 6.2% | $49.68万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $849.87万 | 0.14% | 31,408 | -14,648 | -31.8% | -$396.36万 | 减仓 |
| CAT | CATERPILLAR INC | $847.10万 | 0.14% | 11,957 | -158 | -1.3% | -$11.19万 | 减仓 |
| IWF | ISHARES TR | $846.41万 | 0.14% | 19,850 | 6,230 | 45.7% | $265.65万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $845.08万 | 0.14% | 208,456 | -144,824 | -41.0% | -$587.12万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $843.23万 | 0.14% | 122,598 | 15,829 | 14.8% | $108.87万 | 加仓 |
| ALL | ALLSTATE CORP | $839.13万 | 0.14% | 40,471 | 525 | 1.3% | $10.89万 | 加仓 |
| RSSB | TIDAL TRUST II | $836.17万 | 0.13% | 307,301 | 20,594 | 7.2% | $56.04万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $834.97万 | 0.13% | 24,328 | 915 | 3.9% | $31.40万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $833.70万 | 0.13% | 16,961 | -270 | -1.6% | -$13.27万 | 减仓 |
| SUB | ISHARES TR | $831.38万 | 0.13% | 78,064 | 11,467 | 17.2% | $122.12万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $814.24万 | 0.13% | 330,319 | 330,319 | — | $814.24万 | 新建仓 |
| QCOM | QUALCOMM INC | $812.79万 | 0.13% | 63,115 | -1,796 | -2.8% | -$23.13万 | 减仓 |
| IWM | ISHARES TR | $812.04万 | 0.13% | 32,744 | -189 | -0.6% | -$4.69万 | 减仓 |
| TLH | ISHARES TR | $802.97万 | 0.13% | 79,724 | -6,977 | -8.0% | -$70.27万 | 减仓 |
| SBUX | STARBUCKS CORP | $798.39万 | 0.13% | 89,116 | 2,135 | 2.5% | $19.13万 | 加仓 |
| MTUM | ISHARES TR | $791.38万 | 0.13% | 32,976 | 1,116 | 3.5% | $26.78万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $790.37万 | 0.13% | 308,498 | 28,841 | 10.3% | $73.89万 | 加仓 |
| GOVT | ISHARES TR | $769.75万 | 0.12% | 335,991 | 196,499 | 140.9% | $450.18万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $767.64万 | 0.12% | 170,133 | 4,214 | 2.5% | $19.01万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $766.38万 | 0.12% | 190,691 | 28,253 | 17.4% | $113.55万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $751.26万 | 0.12% | 152,047 | 1,419 | 0.9% | $7.01万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $743.59万 | 0.12% | 109,933 | -4,469 | -3.9% | -$30.23万 | 减仓 |
| ETR | ENTERGY CORP NEW | $740.52万 | 0.12% | 65,906 | 5,327 | 8.8% | $59.85万 | 加仓 |
| AMGN | AMGEN INC | $739.78万 | 0.12% | 21,025 | 46 | 0.2% | $1.62万 | 加仓 |
| SPGI | S&P GLOBAL INC | $738.16万 | 0.12% | 17,354 | -1,079 | -5.9% | -$45.90万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $734.70万 | 0.12% | 50,226 | 1,252 | 2.6% | $18.31万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $731.60万 | 0.12% | 187,686 | 21,321 | 12.8% | $83.11万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $729.97万 | 0.12% | 99,126 | 6,349 | 6.8% | $46.75万 | 加仓 |
| TXN | TEXAS INSTRS INC | $728.53万 | 0.12% | 37,526 | 1,910 | 5.4% | $37.08万 | 加仓 |