13F 机构持仓

World Investment Advisors

LINCROFT NJ · SEC CIK 0001652594

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$60.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.3%
VOO 2.4%
MSFT 1.6%
BSV 1.5%
SPYM 1.5%
IVV 1.4%
GOOGL 1.3%
NVDA 1.2%
AMZN 1.2%
JPM 1.2%

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
CRAI CRA INTL INC $137.70万0.02%8,506 00.0% — 不变
XLSR SSGA ACTIVE TR $137.55万0.02%21,228 -561-2.6% -$3.64万 减仓
RGLD ROYAL GOLD INC $137.15万0.02%5,391 -318-5.6% -$8.09万 减仓
BAB INVESCO EXCH TRADED FD TR II $137.07万0.02%50,842 00.0% — 不变
FLCB FRANKLIN TEMPLETON ETF TR $136.52万0.02%63,766 -8,194-11.4% -$17.54万 减仓
IWY ISHARES TR $136.30万0.02%5,366 150.3% $3,810 加仓
XLY SELECT SECTOR SPDR TR $136.14万0.02%12,226 -7,728-38.7% -$86.06万 减仓
VTHR VANGUARD SCOTTSDALE FDS $135.89万0.02%4,654 -606-11.5% -$17.69万 减仓
— FIRST TR EXCHNG TRADED FD VI $135.83万0.02%31,785 -460-1.4% -$1.97万 减仓
SUSC ISHARES TR $135.62万0.02%58,612 -1,173-2.0% -$2.71万 减仓
PJUN INNOVATOR ETFS TRUST $134.68万0.02%31,920 00.0% — 不变
VTIP VANGUARD MALVERN FDS $134.07万0.02%26,816 -250-0.9% -$1.25万 减仓
VLUE ISHARES TR $133.77万0.02%6,841 -2,415-26.1% -$47.22万 减仓
IDEQ LAZARD ACTIVE ETF TR $133.62万0.02%42,086 00.0% — 不变
FV FIRST TR EXCHANGE TRADED FD $133.54万0.02%21,041 -7-0.0% -$444 减仓
REVS COLUMBIA ETF TR I $133.40万0.02%46,609 00.0% — 不变
FTSM FIRST TR EXCHANGE-TRADED FD $133.24万0.02%22,271 7,07446.5% $42.32万 加仓
— FIRST TR EXCHNG TRADED FD VI $132.93万0.02%32,649 -1,646-4.8% -$6.70万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $132.83万0.02%20,393 -131-0.6% -$8,533 减仓
SSB SOUTHSTATE BK CORP $132.20万0.02%14,289 -3-0.0% -$278 减仓
ICOW PACER FDS TR $132.16万0.02%31,139 00.0% — 不变
SPEM SPDR INDEX SHS FDS $131.59万0.02%25,991 -2,533-8.9% -$12.82万 减仓
NBIS NEBIUS GROUP N.V. $131.23万0.02%5,986 -4,025-40.2% -$88.24万 减仓
BABA ALIBABA GROUP HLDG LTD $130.96万0.02%10,539 130.1% $1,615 加仓
VBK VANGUARD INDEX FDS $129.86万0.02%4,272 -1,039-19.6% -$31.58万 减仓
HOOD ROBINHOOD MKTS INC $129.82万0.02%18,340 -1,530-7.7% -$10.83万 减仓
SHW SHERWIN WILLIAMS CO $129.53万0.02%3,932 -1,465-27.1% -$48.26万 减仓
URI UNITED RENTALS INC $129.47万0.02%1,746 -103-5.6% -$7.64万 减仓
DBEU DBX ETF TR $128.12万0.02%26,297 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $127.45万0.02%21,653 -486-2.2% -$2.86万 减仓
UTG REAVES UTIL INCOME FD $127.01万0.02%32,275 -180-0.6% -$7,083 减仓
INTU INTUIT $125.82万0.02%2,992 -766-20.4% -$32.21万 减仓
BOCT INNOVATOR ETFS TRUST $125.53万0.02%23,990 -1,095-4.4% -$5.73万 减仓
KNG FIRST TR EXCHANGE-TRADED FD $125.12万0.02%24,854 -623-2.4% -$3.14万 减仓
BJUL INNOVATOR ETFS TRUST $124.96万0.02%23,264 -2,117-8.3% -$11.37万 减仓
— INNOVATOR ETFS TRUST $123.31万0.02%50,870 00.0% — 不变
VIK VIKING HOLDINGS LTD $123.22万0.02%12,793 -2,499-16.3% -$24.07万 减仓
CI THE CIGNA GROUP $122.92万0.02%4,598 -1,020-18.2% -$27.27万 减仓
COHR COHERENT CORP $122.53万0.02%3,384 -453-11.8% -$16.40万 减仓
— AIM ETF PRODUCTS TRUST $122.18万0.02%38,756 -1,436-3.6% -$4.53万 减仓
VHT VANGUARD WORLD FD $121.74万0.02%4,356 -4,626-51.5% -$129.28万 减仓
DAL DELTA AIR LINES INC $121.52万0.02%17,134 1560.9% $1.11万 加仓
SMCI SUPER MICRO COMPUTER INC $121.38万0.02%44,563 -2,853-6.0% -$7.77万 减仓
RY ROYAL BK CDA $120.75万0.02%7,440 -3,249-30.4% -$52.73万 减仓
RIO RIO TINTO PLC $119.97万0.02%12,829 -1,165-8.3% -$10.89万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $119.41万0.02%7,364 90.1% $1,459 加仓
XBIL RBB FD INC $119.27万0.02%23,844 -4,789-16.7% -$23.95万 减仓
BSX BOSTON SCIENTIFIC CORP $119.07万0.02%19,787 1,79310.0% $10.79万 加仓
SKOR FLEXSHARES TR $118.88万0.02%24,450 00.0% — 不变
CSX CSX CORP $118.45万0.02%28,281 -2,209-7.2% -$9.25万 减仓
OKE ONEOK INC NEW $118.22万0.02%13,173 -3,861-22.7% -$34.65万 减仓
GH GUARDANT HEALTH INC $117.98万0.02%8,013 -3,896-32.7% -$57.36万 减仓
DECW AIM ETF PRODUCTS TRUST $117.85万0.02%33,057 7,68230.3% $27.39万 加仓
RMD RESMED INC $116.35万0.02%5,187 -1-0.0% -$224 减仓
EUFN ISHARES TR $116.34万0.02%33,309 6171.9% $2.15万 加仓
BJAN INNOVATOR ETFS TRUST $116.13万0.02%19,848 -1,067-5.1% -$6.24万 减仓
— AIM ETF PRODUCTS TRUST $116.03万0.02%32,134 5,25819.6% $18.99万 加仓
MGV VANGUARD WORLD FD $116.03万0.02%7,930 -25-0.3% -$3,658 减仓
PZA INVESCO EXCH TRADED FD TR II $115.78万0.02%50,328 3670.7% $8,443 加仓
HDEF DBX ETF TR $115.78万0.02%35,722 00.0% — 不变
ESGV VANGUARD WORLD FD $115.71万0.02%9,287 -150-1.6% -$1.87万 减仓
FLRG FIDELITY COVINGTON TRUST $115.33万0.02%31,348 00.0% — 不变
QLC FLEXSHARES TR $115.07万0.02%14,722 00.0% — 不变
FLJP FRANKLIN TEMPLETON ETF TR $114.27万0.02%30,915 -1,273-4.0% -$4.71万 减仓
CIEN CIENA CORP $113.97万0.02%2,771 -2-0.1% -$823 减仓
BAPR INNOVATOR ETFS TRUST $113.83万0.02%21,546 -2,319-9.7% -$12.25万 减仓
EMB ISHARES TR $113.55万0.02%12,065 -146-1.2% -$1.37万 减仓
BKNG BOOKING HOLDINGS INC $113.47万0.02%6,366 -84,034-93.0% -$1,497.82万 减仓
GCOW PACER FDS TR $113.45万0.02%24,779 9313.9% $4.26万 加仓
QYLD GLOBAL X FDS $111.25万0.02%64,767 -8,310-11.4% -$14.27万 减仓
BIIB BIOGEN INC $111.07万0.02%6,038 -44-0.7% -$8,094 减仓
DFCF DIMENSIONAL ETF TRUST $110.89万0.02%26,264 00.0% — 不变
FTQI FIRST TR EXCHANGE TRADED FD $110.77万0.02%52,375 4,6209.7% $9.77万 加仓
TER TERADYNE INC $110.70万0.02%3,713 -13-0.3% -$3,876 减仓
SNA SNAP ON INC $110.61万0.02%3,019 30.1% $1,099 加仓
VEU VANGUARD INTL EQUITY INDEX F $109.90万0.02%13,844 1,32510.6% $10.52万 加仓
JUNW AIM ETF PRODUCTS TRUST $109.04万0.02%31,708 12,80867.8% $44.05万 加仓
PFF ISHARES TR $108.27万0.02%35,682 -4,003-10.1% -$12.15万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $108.18万0.02%45,359 9,94828.1% $23.73万 加仓
DVYE ISHARES INC $108.07万0.02%31,450 -35-0.1% -$1,203 减仓
CGCV CAPITAL GROUP CONSERVATIVE E $107.41万0.02%34,505 3,69812.0% $11.51万 加仓
TFI SPDR SERIES TRUST $107.26万0.02%23,481 8883.9% $4.06万 加仓
IWP ISHARES TR $106.59万0.02%8,036 -129-1.6% -$1.71万 减仓
BAUG INNOVATOR ETFS TRUST $106.54万0.02%21,628 00.0% — 不变
DSI ISHARES TR $106.11万0.02%8,678 -4-0.0% -$489 减仓
MDLZ MONDELEZ INTL INC $104.83万0.02%18,154 -11,539-38.9% -$66.63万 减仓
ULTA ULTA BEAUTY INC $104.69万0.02%2,005 -208-9.4% -$10.86万 减仓
FTCB FIRST TR EXCHANGE-TRADED FD $104.65万0.02%50,134 3,4677.4% $7.24万 加仓
IDXX IDEXX LABS INC $102.52万0.02%1,828 -1-0.1% -$561 减仓
D DOMINION ENERGY INC $102.22万0.02%16,312 -2,079-11.3% -$13.03万 减仓
IHI ISHARES TR $101.50万0.02%19,052 -1-0.0% -$53 减仓
GEM GOLDMAN SACHS ETF TR $101.32万0.02%19,485 4,23027.7% $22.00万 加仓
VGLT VANGUARD SCOTTSDALE FDS $101.24万0.02%18,340 -2,208-10.7% -$12.19万 减仓
EME EMCOR GROUP INC $100.97万0.02%1,356 -217-13.8% -$16.16万 减仓
AMT AMERICAN TOWER CORP $100.82万0.02%5,854 -423-6.7% -$7.29万 减仓
IUSV ISHARES TR $100.78万0.02%9,856 -74-0.7% -$7,566 减仓
IGEB ISHARES TR $100.19万0.02%22,231 -2,262-9.2% -$10.19万 减仓
RCL ROYAL CARIBBEAN GROUP $100.14万0.02%3,475 -1,432-29.2% -$41.27万 减仓
— INNOVATOR ETFS TRUST $100.04万0.02%38,270 00.0% — 不变
TRV TRAVELERS COMPANIES INC $100.02万0.02%3,429 -1,417-29.2% -$41.33万 减仓