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 |
|---|---|---|---|---|---|---|---|---|
| SHYM | BLACKROCK ETF TRUST II | $99.95万 | 0.02% | 44,520 | -146 | -0.3% | -$3,278 | 减仓 |
| MSTR | STRATEGY INC | $99.37万 | 0.02% | 8,323 | -388 | -4.5% | -$4.63万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $99.02万 | 0.02% | 37,149 | 3,183 | 9.4% | $8.48万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $98.79万 | 0.02% | 33,985 | -5,815 | -14.6% | -$16.90万 | 减仓 |
| IGV | ISHARES TR | $98.76万 | 0.02% | 12,240 | 528 | 4.5% | $4.26万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $98.52万 | 0.02% | 29,504 | 1,939 | 7.0% | $6.47万 | 加仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $98.49万 | 0.02% | 25,843 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $98.27万 | 0.02% | 25,089 | -3 | -0.0% | -$118 | 减仓 |
| HSBC | HSBC HLDGS PLC | $97.38万 | 0.02% | 11,741 | -39 | -0.3% | -$3,235 | 减仓 |
| BP | BP PLC | $97.23万 | 0.02% | 21,203 | -6,099 | -22.3% | -$27.97万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $97.19万 | 0.02% | 4,752 | -26 | -0.5% | -$5,317 | 减仓 |
| — | INNOVATOR ETFS TRUST | $96.72万 | 0.02% | 46,309 | -817 | -1.7% | -$1.71万 | 减仓 |
| NDAQ | NASDAQ INC | $96.32万 | 0.02% | 11,727 | -36 | -0.3% | -$2,957 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $96.10万 | 0.02% | 4,801 | -297 | -5.8% | -$5.95万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $95.96万 | 0.02% | 6,693 | -31 | -0.5% | -$4,445 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $95.50万 | 0.02% | 8,552 | 56 | 0.7% | $6,253 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $95.34万 | 0.02% | 18,590 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS REAL ESTATE O | $95.31万 | 0.02% | 65,550 | 0 | 0.0% | — | 不变 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $94.91万 | 0.02% | 13,217 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $94.45万 | 0.02% | 4,895 | -163 | -3.2% | -$3.15万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $94.12万 | 0.02% | 11,004 | -7,275 | -39.8% | -$62.23万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $93.78万 | 0.02% | 76,439 | -2,628 | -3.3% | -$3.22万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $93.68万 | 0.02% | 24,643 | -1,577 | -6.0% | -$6.00万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $93.58万 | 0.02% | 45,850 | -65 | -0.1% | -$1,327 | 减仓 |
| AOM | ISHARES TR | $93.54万 | 0.02% | 19,748 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $93.33万 | 0.02% | 21,299 | -1,222 | -5.4% | -$5.35万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $92.84万 | 0.02% | 25,122 | -1,648 | -6.2% | -$6.09万 | 减仓 |
| MLN | VANECK ETF TRUST | $92.75万 | 0.02% | 52,351 | -17,371 | -24.9% | -$30.78万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $92.66万 | 0.02% | 26,019 | 1,660 | 6.8% | $5.91万 | 加仓 |
| MET | METLIFE INC | $92.33万 | 0.02% | 12,904 | -1,255 | -8.9% | -$8.98万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $91.92万 | 0.02% | 3,690 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRADED FD III | $91.69万 | 0.02% | 11,160 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $91.56万 | 0.02% | 39,814 | -16 | -0.0% | -$368 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $91.17万 | 0.02% | 25,355 | -1,805 | -6.6% | -$6.49万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $91.04万 | 0.02% | 13,951 | -367 | -2.6% | -$2.40万 | 减仓 |
| IOO | ISHARES TR | $91.00万 | 0.02% | 7,522 | -600 | -7.4% | -$7.26万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $90.62万 | 0.02% | 4,789 | -190 | -3.8% | -$3.60万 | 减仓 |
| IAGG | ISHARES TR | $90.61万 | 0.02% | 18,094 | -49,556 | -73.3% | -$248.15万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $90.34万 | 0.01% | 53,643 | -15,360 | -22.3% | -$25.87万 | 减仓 |
| AVY | AVERY DENNISON CORP | $89.65万 | 0.01% | 5,192 | -1 | -0.0% | -$173 | 减仓 |
| HEFA | ISHARES TR | $89.23万 | 0.01% | 20,998 | -7 | -0.0% | -$297 | 减仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $89.01万 | 0.01% | 23,466 | 0 | 0.0% | — | 不变 |
| IAPR | INNOVATOR ETFS TRUST | $88.63万 | 0.01% | 26,695 | -2,099 | -7.3% | -$6.97万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $88.24万 | 0.01% | 7,081 | 842 | 13.5% | $10.49万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $87.65万 | 0.01% | 25,547 | -56 | -0.2% | -$1,921 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $87.62万 | 0.01% | 19,397 | -154 | -0.8% | -$6,956 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $87.38万 | 0.01% | 1,819 | -533 | -22.7% | -$25.60万 | 减仓 |
| CTVA | CORTEVA INC | $87.12万 | 0.01% | 10,400 | -1,772 | -14.6% | -$14.84万 | 减仓 |
| FLXR | TCW ETF TRUST | $87.07万 | 0.01% | 22,207 | 13,662 | 159.9% | $53.57万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $87.00万 | 0.01% | 5,945 | -50 | -0.8% | -$7,317 | 减仓 |
| VST | VISTRA CORP | $86.91万 | 0.01% | 5,609 | -1,583 | -22.0% | -$24.53万 | 减仓 |
| SLB | SLB LIMITED | $86.78万 | 0.01% | 17,307 | -35 | -0.2% | -$1,755 | 减仓 |
| VCR | VANGUARD WORLD FD | $86.77万 | 0.01% | 2,346 | -1,395 | -37.3% | -$51.60万 | 减仓 |
| UPRO | PROSHARES TR | $86.53万 | 0.01% | 8,922 | -274 | -3.0% | -$2.66万 | 减仓 |
| HSY | HERSHEY CO | $86.51万 | 0.01% | 4,229 | -1,400 | -24.9% | -$28.64万 | 减仓 |
| SNOW | SNOWFLAKE INC | $86.00万 | 0.01% | 5,403 | -132 | -2.4% | -$2.10万 | 减仓 |
| IWV | ISHARES TR | $85.63万 | 0.01% | 2,310 | -180 | -7.2% | -$6.67万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $85.56万 | 0.01% | 24,072 | -187 | -0.8% | -$6,647 | 减仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $85.40万 | 0.01% | 23,785 | -70 | -0.3% | -$2,513 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $85.37万 | 0.01% | 1,866 | 46 | 2.5% | $2.10万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $85.30万 | 0.01% | 19,526 | 2,083 | 11.9% | $9.10万 | 加仓 |
| TTE | TOTALENERGIES SE | $84.97万 | 0.01% | 9,675 | 1,227 | 14.5% | $10.78万 | 加仓 |
| IWS | ISHARES TR | $84.70万 | 0.01% | 5,799 | -268 | -4.4% | -$3.91万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $84.64万 | 0.01% | 3,378 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $84.39万 | 0.01% | 12,555 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $84.36万 | 0.01% | 8,686 | -819 | -8.6% | -$7.95万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $84.17万 | 0.01% | 30,136 | 30,136 | — | $84.17万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $83.95万 | 0.01% | 23,613 | 1,014 | 4.5% | $3.60万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $83.84万 | 0.01% | 5,786 | 5,786 | — | $83.84万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $83.03万 | 0.01% | 8,202 | -1,699 | -17.2% | -$17.20万 | 减仓 |
| MPLX | MPLX LP | $82.84万 | 0.01% | 14,520 | -2,033 | -12.3% | -$11.60万 | 减仓 |
| VIS | VANGUARD WORLD FD | $82.69万 | 0.01% | 2,633 | -1,238 | -32.0% | -$38.88万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $82.61万 | 0.01% | 39,721 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $82.57万 | 0.01% | 26,116 | 181 | 0.7% | $5,722 | 加仓 |
| RSG | REPUBLIC SVCS INC | $82.46万 | 0.01% | 3,771 | 4 | 0.1% | $875 | 加仓 |
| — | INNOVATOR ETFS TRUST | $82.41万 | 0.01% | 38,415 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $82.14万 | 0.01% | 1,067 | 22 | 2.1% | $1.69万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $82.11万 | 0.01% | 7,956 | -2 | -0.0% | -$206 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $82.11万 | 0.01% | 22,890 | -5,685 | -19.9% | -$20.39万 | 减仓 |
| EQIX | EQUINIX INC | $81.69万 | 0.01% | 823 | -17 | -2.0% | -$1.69万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $81.53万 | 0.01% | 11,366 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $81.53万 | 0.01% | 16,370 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $81.07万 | 0.01% | 4,228 | -238 | -5.3% | -$4.56万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $80.94万 | 0.01% | 5,288 | -406 | -7.1% | -$6.21万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $80.59万 | 0.01% | 31,786 | -3,973 | -11.1% | -$10.07万 | 减仓 |
| WPC | WP CAREY INC | $79.83万 | 0.01% | 11,545 | -853 | -6.9% | -$5.90万 | 减仓 |
| USXF | ISHARES TR | $79.78万 | 0.01% | 14,282 | -22 | -0.2% | -$1,229 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $79.47万 | 0.01% | 5,882 | -163 | -2.7% | -$2.20万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $79.42万 | 0.01% | 39,990 | -100 | -0.2% | -$1,986 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $78.95万 | 0.01% | 22,273 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $78.41万 | 0.01% | 7,612 | -2,627 | -25.7% | -$27.06万 | 减仓 |
| PYLD | PIMCO ETF TR | $78.33万 | 0.01% | 29,878 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $77.98万 | 0.01% | 11,580 | -1,119 | -8.8% | -$7.54万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $77.29万 | 0.01% | 29,023 | 180 | 0.6% | $4,793 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $77.27万 | 0.01% | 62,624 | -16,976 | -21.3% | -$20.95万 | 减仓 |
| CTRE | CARETRUST REIT INC | $77.13万 | 0.01% | 21,036 | 64 | 0.3% | $2,347 | 加仓 |
| DOV | DOVER CORP | $76.72万 | 0.01% | 3,668 | -478 | -11.5% | -$10.00万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $76.53万 | 0.01% | 30,895 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD | $75.66万 | 0.01% | 16,708 | -53 | -0.3% | -$2,400 | 减仓 |
| EOG | EOG RES INC | $75.41万 | 0.01% | 5,367 | -64 | -1.2% | -$8,992 | 减仓 |