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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $405.38万 | 0.07% | 17,727 | -960 | -5.1% | -$21.95万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $405.24万 | 0.07% | 69,973 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $397.34万 | 0.07% | 28,563 | -1,558 | -5.2% | -$21.67万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $393.90万 | 0.07% | 108,447 | -375 | -0.3% | -$1.36万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $393.58万 | 0.07% | 52,329 | 1 | 0.0% | $75 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $392.88万 | 0.07% | 23,579 | -1,221 | -4.9% | -$20.34万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $392.19万 | 0.07% | 3,576 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $391.88万 | 0.07% | 52,057 | -4,583 | -8.1% | -$34.50万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $391.20万 | 0.06% | 69,621 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $386.68万 | 0.06% | 44,750 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $384.96万 | 0.06% | 41,501 | -11,154 | -21.2% | -$103.46万 | 减仓 |
| WMB | WILLIAMS COS INC | $384.94万 | 0.06% | 52,839 | -1,586 | -2.9% | -$11.55万 | 减仓 |
| SCZ | ISHARES TR | $384.42万 | 0.06% | 49,024 | -1,063 | -2.1% | -$8.34万 | 减仓 |
| IVLU | ISHARES TR | $383.63万 | 0.06% | 96,681 | 0 | 0.0% | — | 不变 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $380.45万 | 0.06% | 89,234 | -3,365 | -3.6% | -$14.35万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $380.30万 | 0.06% | 98,754 | -331 | -0.3% | -$1.27万 | 减仓 |
| FDX | FEDEX CORP | $379.54万 | 0.06% | 10,769 | 524 | 5.1% | $18.47万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $376.46万 | 0.06% | 145,973 | 450 | 0.3% | $1.16万 | 加仓 |
| MO | ALTRIA GROUP INC | $375.58万 | 0.06% | 56,105 | -45,164 | -44.6% | -$302.34万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $374.34万 | 0.06% | 259,061 | -23,639 | -8.4% | -$34.16万 | 减仓 |
| BLK | BLACKROCK INC | $374.16万 | 0.06% | 3,891 | -31 | -0.8% | -$2.98万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $373.59万 | 0.06% | 14,348 | -113 | -0.8% | -$2.94万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $372.24万 | 0.06% | 85,391 | 452 | 0.5% | $1.97万 | 加仓 |
| SNY | SANOFI SA | $370.94万 | 0.06% | 77,119 | -1,303 | -1.7% | -$6.27万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $369.87万 | 0.06% | 10,753 | -334 | -3.0% | -$11.49万 | 减仓 |
| JNK | SPDR SERIES TRUST | $369.37万 | 0.06% | 38,539 | 3,045 | 8.6% | $29.18万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $369.10万 | 0.06% | 99,380 | 11,474 | 13.1% | $42.61万 | 加仓 |
| MAS | MASCO CORP | $366.29万 | 0.06% | 60,549 | -41 | -0.1% | -$2,480 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $362.83万 | 0.06% | 88,691 | 8,116 | 10.1% | $33.20万 | 加仓 |
| OAIM | UNIFIED SER TR | $361.16万 | 0.06% | 83,880 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $360.29万 | 0.06% | 17,975 | -177 | -1.0% | -$3.55万 | 减仓 |
| ECL | ECOLAB INC | $357.88万 | 0.06% | 13,433 | -15 | -0.1% | -$3,996 | 减仓 |
| HYG | ISHARES TR | $356.82万 | 0.06% | 44,811 | 757 | 1.7% | $6.03万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $356.77万 | 0.06% | 75,780 | 0 | 0.0% | — | 不变 |
| JANW | AIM ETF PRODUCTS TRUST | $354.98万 | 0.06% | 91,787 | 10,805 | 13.3% | $41.79万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $353.99万 | 0.06% | 12,328 | -300 | -2.4% | -$8.61万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $351.84万 | 0.06% | 69,532 | 7,747 | 12.5% | $39.20万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $348.88万 | 0.06% | 66,327 | 21,271 | 47.2% | $111.89万 | 加仓 |
| VV | VANGUARD INDEX FDS | $348.72万 | 0.06% | 11,403 | 133 | 1.2% | $4.07万 | 加仓 |
| PWR | QUANTA SVCS INC | $347.71万 | 0.06% | 6,333 | -591 | -8.5% | -$32.45万 | 减仓 |
| SPYI | NEOS ETF TRUST | $346.10万 | 0.06% | 69,749 | 4,467 | 6.8% | $22.17万 | 加仓 |
| COWG | PACER FDS TR | $345.06万 | 0.06% | 101,729 | -2,249 | -2.2% | -$7.63万 | 减仓 |
| IEF | ISHARES TR | $344.47万 | 0.06% | 36,205 | 1,549 | 4.5% | $14.74万 | 加仓 |
| AON | AON PLC | $343.89万 | 0.06% | 10,650 | -4 | -0.0% | -$1,292 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $342.07万 | 0.06% | 93,770 | -14,139 | -13.1% | -$51.58万 | 减仓 |
| HDV | ISHARES TR | $341.68万 | 0.06% | 35,845 | -94,585 | -72.5% | -$901.59万 | 减仓 |
| WWJD | NORTHERN LTS FD TR IV | $341.60万 | 0.06% | 91,361 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $340.12万 | 0.06% | 46,647 | -8,668 | -15.7% | -$63.20万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $340.09万 | 0.06% | 94,700 | -598 | -0.6% | -$2.15万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $338.65万 | 0.06% | 5,116 | -218 | -4.1% | -$14.43万 | 减仓 |
| INTC | INTEL CORP | $338.48万 | 0.06% | 53,502 | -9,374 | -14.9% | -$59.30万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $332.46万 | 0.06% | 70,889 | -527 | -0.7% | -$2.47万 | 减仓 |
| SHYG | ISHARES TR | $331.60万 | 0.06% | 78,327 | -4,700 | -5.7% | -$19.90万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $326.31万 | 0.05% | 69,514 | -6,652 | -8.7% | -$31.23万 | 减仓 |
| IWR | ISHARES TR | $325.86万 | 0.05% | 33,305 | -779 | -2.3% | -$7.62万 | 减仓 |
| BFLX | BLACKROCK ETF TRUST | $323.91万 | 0.05% | 126,437 | 126,437 | — | $323.91万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $322.64万 | 0.05% | 10,502 | -1,274 | -10.8% | -$39.14万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $321.67万 | 0.05% | 7,280 | -1,099 | -13.1% | -$48.56万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $321.08万 | 0.05% | 131,052 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $318.78万 | 0.05% | 56,122 | 24 | 0.0% | $1,363 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $318.67万 | 0.05% | 77,018 | -4,121 | -5.1% | -$17.05万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $317.43万 | 0.05% | 86,779 | 4,698 | 5.7% | $17.19万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $316.70万 | 0.05% | 27,344 | -1,692 | -5.8% | -$19.60万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $313.91万 | 0.05% | 85,151 | -3,193 | -3.6% | -$11.77万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $312.98万 | 0.05% | 51,758 | -8,153 | -13.6% | -$49.30万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $312.20万 | 0.05% | 17,012 | -2,414 | -12.4% | -$44.30万 | 减仓 |
| KMX | CARMAX INC | $310.99万 | 0.05% | 74,786 | -4 | -0.0% | -$166 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $310.64万 | 0.05% | 65,953 | -2,494 | -3.6% | -$11.75万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $310.55万 | 0.05% | 32,298 | -1,254 | -3.7% | -$12.06万 | 减仓 |
| BBY | BEST BUY INC | $309.05万 | 0.05% | 48,092 | 101 | 0.2% | $6,491 | 加仓 |
| SBND | COLUMBIA ETF TR I | $308.60万 | 0.05% | 164,278 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $304.01万 | 0.05% | 6,495 | -600 | -8.5% | -$28.08万 | 减仓 |
| EWJ | ISHARES INC | $300.00万 | 0.05% | 34,193 | -334 | -1.0% | -$2.93万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $299.78万 | 0.05% | 63,863 | -6,937 | -9.8% | -$32.56万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $298.63万 | 0.05% | 106,464 | 106,464 | — | $298.63万 | 新建仓 |
| RODM | LATTICE STRATEGIES TR | $297.63万 | 0.05% | 75,502 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $296.33万 | 0.05% | 78,900 | -2,678 | -3.3% | -$10.06万 | 减仓 |
| — | EA SERIES TRUST | $296.19万 | 0.05% | 81,259 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $295.96万 | 0.05% | 56,433 | -926 | -1.6% | -$4.86万 | 减仓 |
| MGK | VANGUARD WORLD FD | $295.59万 | 0.05% | 11,749 | -47,816 | -80.3% | -$1,202.97万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $294.62万 | 0.05% | 36,358 | -21,832 | -37.5% | -$176.91万 | 减仓 |
| TBIL | RBB FD INC | $292.31万 | 0.05% | 58,613 | -33,737 | -36.5% | -$168.25万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $291.49万 | 0.05% | 170,261 | -1,700 | -1.0% | -$2.91万 | 减仓 |
| NKE | NIKE INC | $290.78万 | 0.05% | 55,335 | -2,368 | -4.1% | -$12.44万 | 减仓 |
| DVY | ISHARES TR | $290.63万 | 0.05% | 19,140 | -1,180 | -5.8% | -$17.92万 | 减仓 |
| — | NUVEEN MUN INCOME FD INC | $289.13万 | 0.05% | 276,683 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $287.51万 | 0.05% | 54,670 | 11,484 | 26.6% | $60.40万 | 加仓 |
| KRE | SPDR SERIES TRUST | $287.31万 | 0.05% | 43,529 | -813 | -1.8% | -$5.37万 | 减仓 |
| EMR | EMERSON ELEC CO | $285.54万 | 0.05% | 21,739 | -178 | -0.8% | -$2.34万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $285.29万 | 0.05% | 20,611 | 40 | 0.2% | $5,537 | 加仓 |
| XJH | ISHARES TR | $283.09万 | 0.05% | 62,396 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $282.18万 | 0.05% | 27,684 | -9,457 | -25.5% | -$96.39万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $279.26万 | 0.05% | 125,028 | 679 | 0.5% | $1.52万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $277.16万 | 0.05% | 21,075 | -271 | -1.3% | -$3.56万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $274.89万 | 0.05% | 55,216 | -1,665 | -2.9% | -$8.29万 | 减仓 |
| XAR | SPDR SERIES TRUST | $274.08万 | 0.05% | 10,743 | 39 | 0.4% | $9,950 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $273.80万 | 0.05% | 5,980 | -261 | -4.2% | -$11.95万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $273.60万 | 0.05% | 12,295 | -43 | -0.3% | -$9,569 | 减仓 |
| — | INNOVATOR ETFS TRUST | $269.85万 | 0.04% | 109,981 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $269.78万 | 0.04% | 33,689 | -5,206 | -13.4% | -$41.69万 | 减仓 |