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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,306.61万 | 0.22% | 305,935 | -1,579 | -0.5% | -$6.74万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $1,294.45万 | 0.21% | 466,669 | 2,254 | 0.5% | $6.25万 | 加仓 |
| C | CITIGROUP INC | $1,290.86万 | 0.21% | 110,148 | -4,501 | -3.9% | -$52.75万 | 减仓 |
| CRM | SALESFORCE INC | $1,272.55万 | 0.21% | 68,352 | -433 | -0.6% | -$8.06万 | 减仓 |
| KO | COCA COLA CO | $1,264.99万 | 0.21% | 165,977 | -5,546 | -3.2% | -$42.27万 | 减仓 |
| MPC | MARATHON PETE CORP | $1,261.14万 | 0.21% | 51,611 | 21 | 0.0% | $5,131 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $1,257.86万 | 0.21% | 271,429 | -3,437 | -1.3% | -$15.93万 | 减仓 |
| SUSA | ISHARES TR | $1,252.62万 | 0.21% | 94,823 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,247.92万 | 0.21% | 157,433 | -22 | -0.0% | -$1,744 | 减仓 |
| SMMD | ISHARES TR | $1,242.63万 | 0.21% | 162,754 | -319 | -0.2% | -$2.44万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,236.10万 | 0.21% | 42,544 | 354 | 0.8% | $10.29万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,234.38万 | 0.20% | 142,681 | -1,960 | -1.4% | -$16.96万 | 减仓 |
| MTUM | ISHARES TR | $1,234.17万 | 0.20% | 39,860 | 6,884 | 20.9% | $213.15万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,220.52万 | 0.20% | 62,867 | -11,381 | -15.3% | -$220.95万 | 减仓 |
| RTX | RTX CORPORATION | $1,206.64万 | 0.20% | 62,553 | -2,722 | -4.2% | -$52.51万 | 减仓 |
| CB | CHUBB LIMITED | $1,188.42万 | 0.20% | 36,375 | -1,227 | -3.3% | -$40.09万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,179.18万 | 0.20% | 23,553 | -1,048 | -4.3% | -$52.47万 | 减仓 |
| DBEF | DBX ETF TR | $1,178.97万 | 0.20% | 238,385 | -1,687 | -0.7% | -$8.34万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,173.51万 | 0.19% | 168,498 | -425 | -0.3% | -$2.96万 | 减仓 |
| SDY | SPDR SERIES TRUST | $1,160.77万 | 0.19% | 79,530 | -32 | -0.0% | -$4,671 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,147.58万 | 0.19% | 76,738 | -3,002 | -3.8% | -$44.89万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,132.82万 | 0.19% | 54,593 | -92 | -0.2% | -$1.91万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $1,132.59万 | 0.19% | 334,371 | -14,260 | -4.1% | -$48.30万 | 减仓 |
| CME | CME GROUP INC | $1,123.15万 | 0.19% | 38,168 | -393 | -1.0% | -$11.56万 | 减仓 |
| SMTH | ALPS ETF TR | $1,123.03万 | 0.19% | 436,043 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $1,115.29万 | 0.19% | 241,247 | -127 | -0.1% | -$5,871 | 减仓 |
| GEV | GE VERNOVA INC | $1,106.29万 | 0.18% | 12,463 | -1,124 | -8.3% | -$99.77万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $1,105.20万 | 0.18% | 156,787 | -1,015 | -0.6% | -$7.15万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,063.55万 | 0.18% | 121,030 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $1,061.74万 | 0.18% | 71,615 | 4,125 | 6.1% | $61.16万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,055.66万 | 0.18% | 127,578 | 551 | 0.4% | $4.56万 | 加仓 |
| MBB | ISHARES TR | $1,046.02万 | 0.17% | 110,380 | -542 | -0.5% | -$5.14万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,042.21万 | 0.17% | 66,094 | -13,119 | -16.6% | -$206.87万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1,035.11万 | 0.17% | 393,632 | 2,717 | 0.7% | $7.14万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,029.06万 | 0.17% | 78,296 | -807 | -1.0% | -$10.61万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $1,002.29万 | 0.17% | 214,176 | -5,453 | -2.5% | -$25.52万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $994.76万 | 0.17% | 16,124 | -101 | -0.6% | -$6.23万 | 减仓 |
| ORCL | ORACLE CORP | $992.28万 | 0.16% | 67,469 | -4,105 | -5.7% | -$60.37万 | 减仓 |
| EFG | ISHARES TR | $976.92万 | 0.16% | 81,813 | -64 | -0.1% | -$7,642 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $970.33万 | 0.16% | 209,497 | -10,288 | -4.7% | -$47.65万 | 减仓 |
| ABNB | AIRBNB INC | $970.28万 | 0.16% | 76,741 | -183 | -0.2% | -$2.31万 | 减仓 |
| IJH | ISHARES TR | $950.53万 | 0.16% | 136,903 | -5,268 | -3.7% | -$36.58万 | 减仓 |
| SHY | ISHARES TR | $939.28万 | 0.16% | 113,761 | -247 | -0.2% | -$2.04万 | 减仓 |
| WFC | WELLS FARGO & CO | $935.18万 | 0.16% | 117,323 | -5,199 | -4.2% | -$41.44万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $927.55万 | 0.15% | 260,209 | -50 | -0.0% | -$1,782 | 减仓 |
| COWZ | PACER FDS TR | $927.42万 | 0.15% | 148,277 | -15,029 | -9.2% | -$94.00万 | 减仓 |
| UNP | UNION PAC CORP | $917.37万 | 0.15% | 37,642 | 200 | 0.5% | $4.87万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $910.28万 | 0.15% | 318,065 | -20,807 | -6.1% | -$59.55万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $909.99万 | 0.15% | 160,267 | 2,240 | 1.4% | $12.72万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $908.33万 | 0.15% | 97,995 | -3,053 | -3.0% | -$28.30万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $897.45万 | 0.15% | 345,448 | 15,129 | 4.6% | $39.30万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $896.67万 | 0.15% | 164,372 | -280 | -0.2% | -$1.53万 | 减仓 |
| PFE | PFIZER INC | $893.34万 | 0.15% | 321,367 | -37,596 | -10.5% | -$104.51万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $891.00万 | 0.15% | 67,860 | -1,386 | -2.0% | -$18.20万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $886.29万 | 0.15% | 45,194 | 29 | 0.1% | $5,687 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $883.06万 | 0.15% | 122,756 | -2,165 | -1.7% | -$15.57万 | 减仓 |
| BX | BLACKSTONE INC | $879.53万 | 0.15% | 76,433 | -2,260 | -2.9% | -$26.01万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $878.32万 | 0.15% | 106,957 | -3,284 | -3.0% | -$26.97万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $878.31万 | 0.15% | 127,606 | 5,008 | 4.1% | $34.47万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $871.73万 | 0.14% | 29,719 | -680 | -2.2% | -$19.95万 | 减仓 |
| DIS | DISNEY WALT CO | $867.65万 | 0.14% | 90,004 | -8,290 | -8.4% | -$79.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $857.27万 | 0.14% | 15,753 | -662 | -4.0% | -$36.03万 | 减仓 |
| MCD | MCDONALDS CORP | $856.70万 | 0.14% | 28,461 | -9,936 | -25.9% | -$299.08万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $845.08万 | 0.14% | 208,456 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $844.75万 | 0.14% | 137,921 | -81,124 | -37.0% | -$496.88万 | 减仓 |
| RSSB | TIDAL TRUST II | $836.17万 | 0.14% | 307,301 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $832.97万 | 0.14% | 24,137 | -55,263 | -69.6% | -$1,907.12万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $832.92万 | 0.14% | 16,936 | -25 | -0.1% | -$1.23万 | 减仓 |
| SUB | ISHARES TR | $831.14万 | 0.14% | 78,041 | -23 | -0.0% | -$2,450 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $831.04万 | 0.14% | 234,493 | -10,650 | -4.3% | -$37.74万 | 减仓 |
| NFLX | NETFLIX INC. | $829.40万 | 0.14% | 89,391 | -12,890 | -12.6% | -$119.60万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $826.32万 | 0.14% | 69,252 | -3,094 | -4.3% | -$36.92万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $824.36万 | 0.14% | 23,999 | -329 | -1.4% | -$11.30万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $819.25万 | 0.14% | 29,267 | -2,141 | -6.8% | -$59.93万 | 减仓 |
| QUAL | ISHARES TR | $817.05万 | 0.14% | 42,009 | -23,056 | -35.4% | -$448.42万 | 减仓 |
| PEP | PEPSICO INC | $812.02万 | 0.13% | 52,463 | -3,928 | -7.0% | -$60.80万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $803.30万 | 0.13% | 152,508 | 461 | 0.3% | $2.43万 | 加仓 |
| QCOM | QUALCOMM INC | $802.18万 | 0.13% | 61,977 | -1,138 | -1.8% | -$14.73万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $796.44万 | 0.13% | 80,519 | -76,387 | -48.7% | -$755.57万 | 减仓 |
| MRK | MERCK & CO INC | $794.18万 | 0.13% | 65,711 | -20,113 | -23.4% | -$243.08万 | 减仓 |
| ALL | ALLSTATE CORP | $792.76万 | 0.13% | 38,167 | -2,304 | -5.7% | -$47.86万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $789.42万 | 0.13% | 308,172 | -326 | -0.1% | -$8,351 | 减仓 |
| SBUX | STARBUCKS CORP | $786.10万 | 0.13% | 87,628 | -1,488 | -1.7% | -$13.35万 | 减仓 |
| IWM | ISHARES TR | $784.29万 | 0.13% | 31,180 | -1,564 | -4.8% | -$39.34万 | 减仓 |
| TXN | TEXAS INSTRS INC | $778.84万 | 0.13% | 39,028 | 1,502 | 4.0% | $29.97万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $774.55万 | 0.13% | 189,231 | -1,460 | -0.8% | -$5.98万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $767.64万 | 0.13% | 170,133 | 0 | 0.0% | — | 不变 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $767.51万 | 0.13% | 108,214 | -1,719 | -1.6% | -$12.19万 | 减仓 |
| GOVT | ISHARES TR | $765.60万 | 0.13% | 335,094 | -897 | -0.3% | -$2.05万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $765.45万 | 0.13% | 8,935 | -1,145 | -11.4% | -$98.09万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $762.13万 | 0.13% | 13,028 | -1,179 | -8.3% | -$68.97万 | 减仓 |
| CAT | CATERPILLAR INC | $759.19万 | 0.13% | 10,424 | -1,533 | -12.8% | -$111.65万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $756.44万 | 0.13% | 59,831 | 5,771 | 10.7% | $72.96万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $731.60万 | 0.12% | 187,686 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $727.16万 | 0.12% | 17,103 | -251 | -1.4% | -$10.67万 | 减仓 |
| — | TIDAL TRUST II | $726.31万 | 0.12% | 385,308 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $723.00万 | 0.12% | 64,313 | -1,593 | -2.4% | -$17.91万 | 减仓 |
| BAC | BANK OF AMER CORP | $722.70万 | 0.12% | 146,345 | -50,487 | -25.6% | -$249.32万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $717.61万 | 0.12% | 97,645 | -1,481 | -1.5% | -$10.88万 | 减仓 |
| IXN | ISHARES TR | $715.17万 | 0.12% | 71,262 | -1,364 | -1.9% | -$13.69万 | 减仓 |