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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $140.70万 | 0.02% | 56,791 | -3,935 | -6.5% | -$9.75万 | 减仓 |
| — | EA SERIES TRUST | $140.54万 | 0.02% | 55,917 | 3,271 | 6.2% | $8.22万 | 加仓 |
| DEO | DIAGEO PLC | $139.91万 | 0.02% | 18,792 | -29,851 | -61.4% | -$222.25万 | 减仓 |
| SGOL | ETFS GOLD TR | $139.05万 | 0.02% | 31,164 | -848 | -2.6% | -$3.78万 | 减仓 |
| SHV | ISHARES TR | $138.78万 | 0.02% | 12,572 | 4,730 | 60.3% | $52.21万 | 加仓 |
| PAYX | PAYCHEX INC | $138.60万 | 0.02% | 15,046 | 1,237 | 9.0% | $11.40万 | 加仓 |
| GTOQ | INVESCO ACTIVELY MANAGED EXC | $138.41万 | 0.02% | 62,735 | 5,410 | 9.4% | $11.94万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $138.40万 | 0.02% | 58,127 | 3,087 | 5.6% | $7.35万 | 加仓 |
| SUSC | ISHARES TR | $138.33万 | 0.02% | 59,785 | 2,741 | 4.8% | $6.34万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $137.70万 | 0.02% | 19,870 | 4,235 | 27.1% | $29.35万 | 加仓 |
| CRAI | CRA INTL INC | $137.70万 | 0.02% | 8,506 | 0 | 0.0% | — | 不变 |
| BAB | INVESCO EXCH TRADED FD TR II | $137.07万 | 0.02% | 50,842 | 2,703 | 5.6% | $7.29万 | 加仓 |
| TLT | ISHARES TR | $136.07万 | 0.02% | 15,696 | 2,795 | 21.7% | $24.23万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $135.72万 | 0.02% | 40,992 | 6,593 | 19.2% | $21.83万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $135.20万 | 0.02% | 27,066 | 143 | 0.5% | $7,143 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $135.04万 | 0.02% | 4,907 | -204 | -4.0% | -$5.61万 | 减仓 |
| URI | UNITED RENTALS INC | $134.75万 | 0.02% | 1,849 | -20 | -1.1% | -$1.46万 | 减仓 |
| VCR | VANGUARD WORLD FD | $134.32万 | 0.02% | 3,741 | 3 | 0.1% | $1,077 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $133.80万 | 0.02% | 28,524 | -25,668 | -47.4% | -$120.41万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $133.62万 | 0.02% | 42,086 | 42,086 | — | $133.62万 | 新建仓 |
| PJUN | INNOVATOR ETFS TRUST | $133.51万 | 0.02% | 31,920 | 0 | 0.0% | — | 不变 |
| REVS | COLUMBIA ETF TR I | $133.40万 | 0.02% | 46,609 | 5,283 | 12.8% | $15.12万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $133.38万 | 0.02% | 34,295 | 34,295 | — | $133.38万 | 新建仓 |
| IWY | ISHARES TR | $133.16万 | 0.02% | 5,351 | -13,157 | -71.1% | -$327.42万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $132.60万 | 0.02% | 20,524 | 908 | 4.6% | $5.87万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $132.23万 | 0.02% | 14,292 | 1,185 | 9.0% | $10.96万 | 加仓 |
| ICOW | PACER FDS TR | $132.16万 | 0.02% | 31,139 | 191 | 0.6% | $8,106 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $132.07万 | 0.02% | 10,526 | -273 | -2.5% | -$3.43万 | 减仓 |
| VLUE | ISHARES TR | $131.60万 | 0.02% | 9,256 | 9,256 | — | $131.60万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $131.46万 | 0.02% | 10,707 | 305 | 2.9% | $3.74万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $130.69万 | 0.02% | 22,139 | 6,439 | 41.0% | $38.01万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $130.56万 | 0.02% | 32,245 | 32,245 | — | $130.56万 | 新建仓 |
| RIO | RIO TINTO PLC | $130.56万 | 0.02% | 13,994 | -1,081 | -7.2% | -$10.09万 | 减仓 |
| PPL | PPL CORP | $129.76万 | 0.02% | 33,968 | -2,504 | -6.9% | -$9.57万 | 减仓 |
| BP | BP PLC | $128.32万 | 0.02% | 27,302 | 1,111 | 4.2% | $5.22万 | 加仓 |
| DBEU | DBX ETF TR | $128.12万 | 0.02% | 26,297 | 162 | 0.6% | $7,893 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $127.49万 | 0.02% | 32,455 | -30,586 | -48.5% | -$120.14万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $127.21万 | 0.02% | 21,048 | -5,554 | -20.9% | -$33.57万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $126.11万 | 0.02% | 25,381 | 445 | 1.8% | $2.21万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $125.81万 | 0.02% | 21,789 | 832 | 4.0% | $4.80万 | 加仓 |
| QYLD | GLOBAL X FDS | $125.33万 | 0.02% | 73,077 | 975 | 1.4% | $1.67万 | 加仓 |
| CSX | CSX CORP | $125.16万 | 0.02% | 30,490 | 1,441 | 5.0% | $5.92万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $124.10万 | 0.02% | 25,477 | -10,030 | -28.2% | -$48.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $123.31万 | 0.02% | 50,870 | 1,000 | 2.0% | $2.42万 | 加仓 |
| MLN | VANECK ETF TRUST | $121.60万 | 0.02% | 69,722 | 4,480 | 6.9% | $7.81万 | 加仓 |
| VIS | VANGUARD WORLD FD | $120.85万 | 0.02% | 3,871 | 328 | 9.3% | $10.24万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $120.67万 | 0.02% | 12,352 | 188 | 1.5% | $1.84万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $120.37万 | 0.02% | 25,085 | 473 | 1.9% | $2.27万 | 加仓 |
| PFF | ISHARES TR | $120.33万 | 0.02% | 39,685 | -1,782 | -4.3% | -$5.40万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $119.51万 | 0.02% | 7,355 | 2,257 | 44.3% | $36.67万 | 加仓 |
| SKOR | FLEXSHARES TR | $118.88万 | 0.02% | 24,450 | 19,750 | 420.2% | $96.02万 | 加仓 |
| HSY | HERSHEY CO | $117.03万 | 0.02% | 5,629 | 144 | 2.6% | $2.99万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $116.89万 | 0.02% | 23,865 | 533 | 2.3% | $2.61万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $116.56万 | 0.02% | 40,192 | 40,192 | — | $116.56万 | 新建仓 |
| RMD | RESMED INC | $116.47万 | 0.02% | 5,188 | 307 | 6.3% | $6.89万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $116.46万 | 0.02% | 32,188 | 16,197 | 101.3% | $58.60万 | 加仓 |
| EME | EMCOR GROUP INC | $116.14万 | 0.02% | 1,573 | -118 | -7.0% | -$8.71万 | 减仓 |
| RING | ISHARES INC | $116.06万 | 0.02% | 14,694 | 4,603 | 45.6% | $36.36万 | 重新持有 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $115.93万 | 0.02% | 69,003 | 44,964 | 187.0% | $75.54万 | 加仓 |
| HDEF | DBX ETF TR | $115.78万 | 0.02% | 35,722 | -1,092 | -3.0% | -$3.54万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $115.70万 | 0.02% | 39,800 | 8,293 | 26.3% | $24.11万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $115.68万 | 0.02% | 2,213 | 6 | 0.3% | $3,136 | 加仓 |
| TGT | TARGET CORP | $115.35万 | 0.02% | 9,518 | -3,208 | -25.2% | -$38.88万 | 减仓 |
| FLRG | FIDELITY COVINGTON TRUST | $115.33万 | 0.02% | 31,348 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $115.31万 | 0.02% | 7,955 | 277 | 3.6% | $4.02万 | 加仓 |
| QLC | FLEXSHARES TR | $115.07万 | 0.02% | 14,722 | 14,722 | — | $115.07万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $114.81万 | 0.02% | 49,961 | 10,067 | 25.2% | $23.13万 | 加仓 |
| EMB | ISHARES TR | $114.70万 | 0.02% | 12,211 | -19,175 | -61.1% | -$180.12万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $114.03万 | 0.02% | 2,352 | -776 | -24.8% | -$37.62万 | 减仓 |
| EUFN | ISHARES TR | $113.93万 | 0.02% | 32,692 | -895 | -2.7% | -$3.12万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $113.74万 | 0.02% | 20,548 | 2,544 | 14.1% | $14.08万 | 加仓 |
| D | DOMINION ENERGY INC | $113.69万 | 0.02% | 18,391 | 1,054 | 6.1% | $6.52万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $112.91万 | 0.02% | 17,994 | -1,371 | -7.1% | -$8.60万 | 减仓 |
| DAL | DELTA AIR LINES INC | $112.87万 | 0.02% | 16,978 | 2,021 | 13.5% | $13.44万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $112.37万 | 0.02% | 15,292 | -831 | -5.2% | -$6.11万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $112.21万 | 0.02% | 35,703 | 35,703 | — | $112.21万 | 新建仓 |
| BJAN | INNOVATOR ETFS TRUST | $111.54万 | 0.02% | 20,915 | 418 | 2.0% | $2.23万 | 加仓 |
| BIIB | BIOGEN INC | $111.51万 | 0.02% | 6,082 | -657 | -9.7% | -$12.05万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $110.89万 | 0.02% | 26,264 | 26,264 | — | $110.89万 | 新建仓 |
| ARTY | ISHARES TR | $110.49万 | 0.02% | 23,745 | 871 | 3.8% | $4.05万 | 加仓 |
| TER | TERADYNE INC | $110.46万 | 0.02% | 3,726 | -3,436 | -48.0% | -$101.87万 | 减仓 |
| IGEB | ISHARES TR | $110.37万 | 0.02% | 24,493 | 8,371 | 51.9% | $37.72万 | 加仓 |
| GCOW | PACER FDS TR | $110.27万 | 0.02% | 23,848 | -1,319 | -5.2% | -$6.10万 | 减仓 |
| GH | GUARDANT HEALTH INC | $110.00万 | 0.02% | 11,909 | -4,381 | -26.9% | -$40.47万 | 减仓 |
| SNA | SNAP ON INC | $109.54万 | 0.02% | 3,016 | -393 | -11.5% | -$14.27万 | 减仓 |
| MSTR | STRATEGY INC | $108.71万 | 0.02% | 8,711 | -443 | -4.8% | -$5.53万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $108.33万 | 0.02% | 6,277 | 1,950 | 45.1% | $33.65万 | 加仓 |
| DVYE | ISHARES INC | $108.25万 | 0.02% | 31,485 | -532 | -1.7% | -$1.83万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $108.24万 | 0.02% | 10,239 | 281 | 2.8% | $2.97万 | 加仓 |
| VST | VISTRA CORP | $108.12万 | 0.02% | 7,192 | -865 | -10.7% | -$13.00万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $107.97万 | 0.02% | 47,416 | 24,717 | 108.9% | $56.28万 | 加仓 |
| CIEN | CIENA CORP | $107.66万 | 0.02% | 2,773 | -1,255 | -31.2% | -$48.72万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $105.95万 | 0.02% | 9,437 | -7 | -0.1% | -$786 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $105.65万 | 0.02% | 21,628 | -2,292 | -9.6% | -$11.20万 | 减仓 |
| DSI | ISHARES TR | $105.22万 | 0.02% | 8,682 | -802 | -8.5% | -$9.72万 | 减仓 |
| IWP | ISHARES TR | $104.61万 | 0.02% | 8,165 | 42 | 0.5% | $5,381 | 加仓 |
| EXC | EXELON CORP | $103.91万 | 0.02% | 21,198 | -377 | -1.7% | -$1.85万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $103.87万 | 0.02% | 10,011 | 263 | 2.7% | $2.73万 | 加仓 |
| FSM | FORTUNA MNG CORP | $103.81万 | 0.02% | 104,545 | -39,731 | -27.5% | -$39.45万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $103.48万 | 0.02% | 5,098 | -291 | -5.4% | -$5.91万 | 减仓 |