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 |
|---|---|---|---|---|---|---|---|---|
| KWEB | KRANESHARES TRUST | $187.31万 | 0.03% | 65,885 | 13,105 | 24.8% | $37.26万 | 加仓 |
| TRGP | TARGA RES CORP | $187.00万 | 0.03% | 7,458 | 7,458 | — | $187.00万 | 新建仓 |
| LIN | LINDE PLC | $186.15万 | 0.03% | 3,755 | -74 | -1.9% | -$3.67万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $186.12万 | 0.03% | 24,754 | 142 | 0.6% | $1.07万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $185.00万 | 0.03% | 36,764 | -10,152 | -21.6% | -$51.09万 | 减仓 |
| PALC | PACER FDS TR | $184.99万 | 0.03% | 35,705 | -7,596 | -17.5% | -$39.36万 | 减仓 |
| ACWI | ISHARES TR | $184.99万 | 0.03% | 13,369 | -723 | -5.1% | -$10.00万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $184.75万 | 0.03% | 7,373 | 916 | 14.2% | $22.95万 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $184.01万 | 0.03% | 54,451 | 54,451 | — | $184.01万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $183.58万 | 0.03% | 24,569 | 24,569 | — | $183.58万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $183.55万 | 0.03% | 8,686 | 1,274 | 17.2% | $26.92万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $183.08万 | 0.03% | 31,147 | 2,468 | 8.6% | $14.51万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $183.03万 | 0.03% | 27,245 | -12 | -0.0% | -$806 | 减仓 |
| SLDE | SLIDE INS HLDGS INC | $181.51万 | 0.03% | 100,837 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $181.41万 | 0.03% | 43,978 | -3,449 | -7.3% | -$14.23万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $181.33万 | 0.03% | 46,662 | 3,273 | 7.5% | $12.72万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $180.53万 | 0.03% | 40,414 | 34,764 | 615.3% | $155.29万 | 加仓 |
| WAB | WABTEC | $180.06万 | 0.03% | 7,205 | -131 | -1.8% | -$3.27万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $180.03万 | 0.03% | 66,116 | 29,850 | 82.3% | $81.28万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $179.94万 | 0.03% | 39,212 | 4,417 | 12.7% | $20.27万 | 加仓 |
| SOXX | ISHARES TR | $178.22万 | 0.03% | 5,423 | 77 | 1.4% | $2.53万 | 加仓 |
| LMUB | ISHARES TR | $178.06万 | 0.03% | 35,662 | 35,662 | — | $178.06万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $177.97万 | 0.03% | 30,437 | 4,128 | 15.7% | $24.14万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $177.37万 | 0.03% | 10,226 | -6,486 | -38.8% | -$112.50万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $177.28万 | 0.03% | 70,631 | 14,600 | 26.1% | $36.65万 | 加仓 |
| AMLP | ALPS ETF TR | $176.94万 | 0.03% | 33,612 | 23,421 | 229.8% | $123.29万 | 加仓 |
| MGC | VANGUARD WORLD FD | $175.31万 | 0.03% | 7,418 | 92 | 1.3% | $2.17万 | 加仓 |
| IHDG | WISDOMTREE TR | $174.09万 | 0.03% | 36,156 | -1,067 | -2.9% | -$5.14万 | 减仓 |
| ESGU | ISHARES TR | $173.60万 | 0.03% | 12,275 | 60 | 0.5% | $8,485 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $173.01万 | 0.03% | 5,397 | -148 | -2.7% | -$4.74万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $172.96万 | 0.03% | 66,524 | 6,360 | 10.6% | $16.54万 | 加仓 |
| RY | ROYAL BK CDA | $172.92万 | 0.03% | 10,689 | 183 | 1.7% | $2.96万 | 加仓 |
| CTAS | CINTAS CORP | $172.38万 | 0.03% | 10,191 | -937 | -8.4% | -$15.85万 | 减仓 |
| TDV | PROSHARES TR | $172.30万 | 0.03% | 20,340 | 915 | 4.7% | $7.75万 | 加仓 |
| VLU | SPDR SERIES TRUST | $171.67万 | 0.03% | 7,986 | -328 | -3.9% | -$7.05万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $171.45万 | 0.03% | 34,255 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $171.15万 | 0.03% | 29,693 | -2,776 | -8.5% | -$16.00万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $170.35万 | 0.03% | 22,492 | -7,837 | -25.8% | -$59.36万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $168.79万 | 0.03% | 65,222 | 55,842 | 595.3% | $144.52万 | 加仓 |
| DHS | WISDOMTREE TR | $167.30万 | 0.03% | 15,318 | -28 | -0.2% | -$3,058 | 减仓 |
| IRM | IRON MTN INC DEL | $166.33万 | 0.03% | 16,285 | 2,405 | 17.3% | $24.56万 | 加仓 |
| AMRZ | AMRIZE LTD | $166.05万 | 0.03% | 29,641 | 29,641 | — | $166.05万 | 新建仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $165.61万 | 0.03% | 57,204 | 1,159 | 2.1% | $3.36万 | 加仓 |
| VLO | VALERO ENERGY CORP | $163.10万 | 0.03% | 6,601 | 413 | 6.7% | $10.20万 | 加仓 |
| TFC | TRUIST FINL CORP | $162.95万 | 0.03% | 35,447 | -734 | -2.0% | -$3.37万 | 减仓 |
| INTU | INTUIT | $162.51万 | 0.03% | 3,758 | -2,060 | -35.4% | -$89.08万 | 减仓 |
| VPU | VANGUARD WORLD FD | $161.98万 | 0.03% | 8,175 | 303 | 3.8% | $6.00万 | 加仓 |
| — | ELEVATION SERIES TRUST | $161.61万 | 0.03% | 60,281 | 6,751 | 12.6% | $18.10万 | 加仓 |
| MOAT | VANECK ETF TRUST | $161.50万 | 0.03% | 16,701 | -167 | -1.0% | -$1.61万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $161.36万 | 0.03% | 50,189 | 50,189 | — | $161.36万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $160.85万 | 0.03% | 34,621 | 24,601 | 245.5% | $114.30万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $160.55万 | 0.03% | 5,311 | -210 | -3.8% | -$6.35万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $160.42万 | 0.03% | 3,935 | 36 | 0.9% | $1.47万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $160.35万 | 0.03% | 12,815 | 162 | 1.3% | $2.03万 | 加仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $159.90万 | 0.03% | 45,362 | -565 | -1.2% | -$1.99万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $159.56万 | 0.03% | 4,509 | -3,420 | -43.1% | -$121.02万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $159.52万 | 0.03% | 12,667 | 12,667 | — | $159.52万 | 新建仓 |
| FLS | FLOWSERVE CORP | $159.37万 | 0.03% | 21,680 | -6,188 | -22.2% | -$45.49万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $159.23万 | 0.03% | 31,322 | 5,633 | 21.9% | $28.64万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $158.80万 | 0.03% | 52,066 | 52,066 | — | $158.80万 | 新建仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $156.89万 | 0.03% | 61,454 | 17,907 | 41.1% | $45.72万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $156.58万 | 0.03% | 68,798 | 68,798 | — | $156.58万 | 新建仓 |
| EBAY | EBAY INC. | $156.27万 | 0.03% | 17,169 | -21,833 | -56.0% | -$198.73万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $155.79万 | 0.03% | 18,279 | -7,425 | -28.9% | -$63.28万 | 减仓 |
| BE | BLOOM ENERGY CORP | $155.65万 | 0.03% | 11,488 | -1,307 | -10.2% | -$17.71万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $155.59万 | 0.03% | 22,874 | 134 | 0.6% | $9,115 | 加仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $154.64万 | 0.02% | 71,960 | 2,745 | 4.0% | $5.90万 | 加仓 |
| GERN | GERON CORP | $154.03万 | 0.02% | 1,033,779 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $153.99万 | 0.02% | 18,985 | 115 | 0.6% | $9,328 | 加仓 |
| OKE | ONEOK INC NEW | $153.97万 | 0.02% | 17,034 | -3,581 | -17.4% | -$32.37万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $153.88万 | 0.02% | 21,870 | -1,418 | -6.1% | -$9.98万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $153.21万 | 0.02% | 52,777 | 4,397 | 9.1% | $12.76万 | 加仓 |
| VFH | VANGUARD WORLD FD | $151.30万 | 0.02% | 12,524 | -8,089 | -39.2% | -$97.72万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $151.28万 | 0.02% | 26,840 | 26,840 | — | $151.28万 | 新建仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $151.26万 | 0.02% | 5,260 | -72 | -1.4% | -$2.07万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $151.08万 | 0.02% | 30,145 | -1,277 | -4.1% | -$6.40万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $150.93万 | 0.02% | 47,671 | 4,539 | 10.5% | $14.37万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $150.72万 | 0.02% | 32,893 | 12,305 | 59.8% | $56.38万 | 加仓 |
| STXF | EA SERIES TRUST | $150.66万 | 0.02% | 35,898 | -30,561 | -46.0% | -$128.26万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $150.14万 | 0.02% | 19,360 | 7,951 | 69.7% | $61.66万 | 加仓 |
| CI | THE CIGNA GROUP | $149.88万 | 0.02% | 5,618 | -80 | -1.4% | -$2.13万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $149.81万 | 0.02% | 18,273 | 681 | 3.9% | $5.58万 | 加仓 |
| USFR | WISDOMTREE TR | $148.73万 | 0.02% | 29,546 | 10,020 | 51.3% | $50.44万 | 加仓 |
| GWW | WW GRAINGER INC | $148.67万 | 0.02% | 1,363 | -29 | -2.1% | -$3.16万 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $148.08万 | 0.02% | 91,016 | -8,504 | -8.5% | -$13.84万 | 减仓 |
| CCK | CROWN HLDGS INC | $147.94万 | 0.02% | 14,757 | 3,129 | 26.9% | $31.37万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $147.69万 | 0.02% | 63,331 | 4,569 | 7.8% | $10.65万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $147.68万 | 0.02% | 15,285 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $147.58万 | 0.02% | 27,355 | 33 | 0.1% | $1,780 | 加仓 |
| FIX | COMFORT SYS USA INC | $146.41万 | 0.02% | 1,062 | -627 | -37.1% | -$86.44万 | 减仓 |
| CWB | SPDR SERIES TRUST | $146.23万 | 0.02% | 15,978 | -45,407 | -74.0% | -$415.57万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $145.84万 | 0.02% | 6,734 | -772 | -10.3% | -$16.72万 | 减仓 |
| RGLD | ROYAL GOLD INC | $145.29万 | 0.02% | 5,709 | 746 | 15.0% | $18.98万 | 加仓 |
| DES | WISDOMTREE TR | $143.61万 | 0.02% | 39,959 | 9,291 | 30.3% | $33.39万 | 加仓 |
| XBIL | RBB FD INC | $143.25万 | 0.02% | 28,633 | 1,123 | 4.1% | $5.62万 | 加仓 |
| DDWM | WISDOMTREE TR | $142.56万 | 0.02% | 32,319 | -97 | -0.3% | -$4,279 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $142.37万 | 0.02% | 28,832 | 2,420 | 9.2% | $11.95万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $141.50万 | 0.02% | 3,185 | -536 | -14.4% | -$23.81万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $141.36万 | 0.02% | 4,846 | 258 | 5.6% | $7.53万 | 加仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $141.19万 | 0.02% | 50,371 | 50,371 | — | $141.19万 | 新建仓 |