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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $419.80万 | 0.07% | 30,121 | -1,632 | -5.1% | -$22.75万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $413.31万 | 0.07% | 15,280 | 9,330 | 156.8% | $252.37万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $413.11万 | 0.07% | 44,108 | 1,272 | 3.0% | $11.91万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $409.95万 | 0.07% | 125,291 | 125,291 | — | $409.95万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $407.03万 | 0.07% | 24,800 | 12,621 | 103.6% | $207.14万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $405.24万 | 0.07% | 69,973 | 2,475 | 3.7% | $14.33万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $404.01万 | 0.07% | 24,980 | -947 | -3.7% | -$15.32万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $398.04万 | 0.06% | 282,700 | 282,700 | — | $398.04万 | 新建仓 |
| CVS | CVS HEALTH CORP | $397.27万 | 0.06% | 55,315 | -18,094 | -24.6% | -$129.95万 | 减仓 |
| WMB | WILLIAMS COS INC | $396.10万 | 0.06% | 54,425 | -1,152 | -2.1% | -$8.38万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $395.02万 | 0.06% | 108,822 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $393.78万 | 0.06% | 10,052 | -1,780 | -15.0% | -$69.73万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $393.56万 | 0.06% | 52,328 | -12 | -0.0% | -$903 | 减仓 |
| SCZ | ISHARES TR | $392.73万 | 0.06% | 50,087 | -5,075 | -9.2% | -$39.79万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $391.20万 | 0.06% | 69,621 | -22,535 | -24.5% | -$126.62万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $390.99万 | 0.06% | 3,576 | -211 | -5.6% | -$23.07万 | 减仓 |
| REGL | PROSHARES TR | $386.68万 | 0.06% | 44,750 | -1,167 | -2.5% | -$10.08万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $383.85万 | 0.06% | 39,205 | -45,593 | -53.8% | -$446.40万 | 减仓 |
| IVLU | ISHARES TR | $383.63万 | 0.06% | 96,681 | 35,319 | 57.6% | $140.15万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $382.67万 | 0.06% | 11,087 | 203 | 1.9% | $7.01万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $380.69万 | 0.06% | 99,085 | 12,133 | 14.0% | $46.62万 | 加仓 |
| PWR | QUANTA SVCS INC | $380.15万 | 0.06% | 6,924 | -45 | -0.6% | -$2.47万 | 减仓 |
| SNY | SANOFI SA | $377.84万 | 0.06% | 78,422 | 4,630 | 6.3% | $22.31万 | 加仓 |
| BLK | BLACKROCK INC | $377.20万 | 0.06% | 3,922 | -10 | -0.3% | -$9,618 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $376.43万 | 0.06% | 14,461 | -2,379 | -14.1% | -$61.93万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $375.30万 | 0.06% | 145,523 | 51,160 | 54.2% | $131.94万 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $371.14万 | 0.06% | 92,599 | -958 | -1.0% | -$3.84万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $370.25万 | 0.06% | 84,939 | -1,074 | -1.2% | -$4.68万 | 减仓 |
| MAS | MASCO CORP | $365.78万 | 0.06% | 60,590 | 3,062 | 5.3% | $18.49万 | 加仓 |
| FDX | FEDEX CORP | $364.89万 | 0.06% | 10,245 | 185 | 1.8% | $6.59万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $363.90万 | 0.06% | 5,334 | 837 | 18.6% | $57.10万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $363.36万 | 0.06% | 59,911 | -4,560 | -7.1% | -$27.66万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $363.01万 | 0.06% | 107,909 | 107,909 | — | $363.01万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $362.43万 | 0.06% | 12,628 | 112 | 0.9% | $3.21万 | 加仓 |
| OAIM | UNIFIED SER TR | $361.16万 | 0.06% | 83,880 | 4,923 | 6.2% | $21.20万 | 加仓 |
| IEUR | ISHARES TR | $360.84万 | 0.06% | 51,350 | -19,107 | -27.1% | -$134.27万 | 减仓 |
| WELL | WELLTOWER INC | $358.88万 | 0.06% | 18,152 | 2,429 | 15.4% | $48.02万 | 加仓 |
| ECL | ECOLAB INC | $357.74万 | 0.06% | 13,448 | 85 | 0.6% | $2.26万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $356.77万 | 0.06% | 75,780 | -1,258 | -1.6% | -$5.92万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $356.19万 | 0.06% | 11,776 | -70 | -0.6% | -$2.12万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $354.39万 | 0.06% | 19,426 | 601 | 3.2% | $10.96万 | 加仓 |
| HDV | ISHARES TR | $354.04万 | 0.06% | 26,086 | 886 | 3.5% | $12.02万 | 加仓 |
| SHYG | ISHARES TR | $351.29万 | 0.06% | 83,027 | 6,352 | 8.3% | $26.88万 | 加仓 |
| COWG | PACER FDS TR | $350.81万 | 0.06% | 103,978 | -15,205 | -12.8% | -$51.30万 | 减仓 |
| HYG | ISHARES TR | $350.49万 | 0.06% | 44,054 | 3,884 | 9.7% | $30.90万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $347.70万 | 0.06% | 76,166 | 959 | 1.3% | $4.38万 | 加仓 |
| IWX | ISHARES TR | $344.18万 | 0.06% | 37,141 | -937 | -2.5% | -$8.68万 | 减仓 |
| AON | AON PLC | $343.89万 | 0.06% | 10,654 | 7,390 | 226.4% | $238.53万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $342.12万 | 0.06% | 95,298 | 47,611 | 99.8% | $170.92万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $341.60万 | 0.06% | 91,361 | 7,437 | 8.9% | $27.81万 | 加仓 |
| JNK | SPDR SERIES TRUST | $339.75万 | 0.05% | 35,494 | 2,548 | 7.7% | $24.39万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $339.41万 | 0.05% | 88,344 | 13,759 | 18.4% | $52.86万 | 加仓 |
| IAGG | ISHARES TR | $338.52万 | 0.05% | 67,650 | 3,112 | 4.8% | $15.57万 | 加仓 |
| VV | VANGUARD INDEX FDS | $336.82万 | 0.05% | 11,270 | -14,838 | -56.8% | -$443.45万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $336.15万 | 0.05% | 29,036 | 495 | 1.7% | $5.73万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $335.01万 | 0.05% | 71,416 | -940 | -1.3% | -$4.41万 | 减仓 |
| IWR | ISHARES TR | $331.40万 | 0.05% | 34,084 | -592 | -1.7% | -$5.76万 | 减仓 |
| IEF | ISHARES TR | $330.76万 | 0.05% | 34,656 | -37,287 | -51.8% | -$355.87万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $327.13万 | 0.05% | 8,379 | -454 | -5.1% | -$17.73万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $322.93万 | 0.05% | 81,139 | 9,540 | 13.3% | $37.97万 | 加仓 |
| SPYI | NEOS ETF TRUST | $322.30万 | 0.05% | 65,282 | 60,853 | 1,374.0% | $300.43万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $322.28万 | 0.05% | 70,800 | -6,263 | -8.1% | -$28.51万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $321.91万 | 0.05% | 68,447 | -5,838 | -7.9% | -$27.46万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $321.08万 | 0.05% | 131,052 | 2,397 | 1.9% | $5.87万 | 加仓 |
| EEM | ISHARES TR | $318.58万 | 0.05% | 56,098 | 7,502 | 15.4% | $42.60万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $316.46万 | 0.05% | 27,961 | -3,910 | -12.3% | -$44.25万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $314.52万 | 0.05% | 33,552 | 516 | 1.6% | $4.84万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $312.69万 | 0.05% | 61,785 | 21,072 | 51.8% | $106.65万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $311.47万 | 0.05% | 38,895 | -1,091 | -2.7% | -$8.74万 | 减仓 |
| BA | BOEING CO | $311.04万 | 0.05% | 15,628 | 1,580 | 11.2% | $31.45万 | 加仓 |
| KMX | CARMAX INC | $310.98万 | 0.05% | 74,790 | -36,223 | -32.6% | -$150.62万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $310.97万 | 0.05% | 87,906 | 87,906 | — | $310.97万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $309.97万 | 0.05% | 80,575 | 80,575 | — | $309.97万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $308.69万 | 0.05% | 81,578 | -2,879 | -3.4% | -$10.89万 | 减仓 |
| SBND | COLUMBIA ETF TR I | $308.60万 | 0.05% | 164,278 | -22,261 | -11.9% | -$41.82万 | 减仓 |
| BBY | BEST BUY INC | $308.10万 | 0.05% | 47,991 | -2,263 | -4.5% | -$14.53万 | 减仓 |
| DVY | ISHARES TR | $307.66万 | 0.05% | 20,320 | -1,331 | -6.1% | -$20.15万 | 减仓 |
| NKE | NIKE INC | $304.79万 | 0.05% | 57,703 | 3,125 | 5.7% | $16.51万 | 加仓 |
| VDE | VANGUARD WORLD FD | $301.37万 | 0.05% | 17,416 | 95 | 0.5% | $1.64万 | 加仓 |
| USB | US BANCORP | $298.32万 | 0.05% | 57,359 | -4,770 | -7.7% | -$24.81万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $297.63万 | 0.05% | 75,502 | -2,638 | -3.4% | -$10.40万 | 减仓 |
| — | EA SERIES TRUST | $296.19万 | 0.05% | 81,259 | 2,485 | 3.2% | $9.06万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $295.42万 | 0.05% | 80,982 | 80,982 | — | $295.42万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $294.40万 | 0.05% | 171,961 | 25,570 | 17.5% | $43.78万 | 加仓 |
| EWJ | ISHARES INC | $291.55万 | 0.05% | 34,527 | 8,068 | 30.5% | $68.13万 | 加仓 |
| — | NUVEEN MUN INCOME FD INC | $289.13万 | 0.05% | 276,683 | 276,683 | — | $289.13万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $288.89万 | 0.05% | 44,342 | -3,027 | -6.4% | -$19.72万 | 减仓 |
| SO | SOUTHERN CO | $288.26万 | 0.05% | 29,865 | -235 | -0.8% | -$2.27万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $287.70万 | 0.05% | 6,241 | -647 | -9.4% | -$29.83万 | 减仓 |
| EMR | EMERSON ELEC CO | $287.16万 | 0.05% | 21,917 | -980 | -4.3% | -$12.84万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $284.54万 | 0.05% | 20,571 | 16,340 | 386.2% | $226.02万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $283.18万 | 0.05% | 56,881 | 625 | 1.1% | $3.11万 | 加仓 |
| XJH | ISHARES TR | $283.09万 | 0.05% | 62,396 | 1,418 | 2.3% | $6.43万 | 加仓 |
| APP | APPLOVIN CORP | $282.36万 | 0.05% | 7,095 | 1,468 | 26.1% | $58.42万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $281.88万 | 0.05% | 78,496 | 751 | 1.0% | $2.70万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $279.81万 | 0.05% | 21,346 | -495 | -2.3% | -$6.49万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $277.80万 | 0.04% | 124,349 | 39,121 | 45.9% | $87.40万 | 加仓 |
| INTC | INTEL CORP | $277.47万 | 0.04% | 62,876 | 6,326 | 11.2% | $27.92万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $275.32万 | 0.04% | 117,859 | 12,273 | 11.6% | $28.67万 | 加仓 |
| SHOP | SHOPIFY INC | $273.96万 | 0.04% | 23,095 | -4,232 | -15.5% | -$50.20万 | 减仓 |