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 |
|---|---|---|---|---|---|---|---|---|
| TTE | TOTALENERGIES SE | $77.14万 | 0.01% | 8,448 | 165 | 2.0% | $1.51万 | 加仓 |
| CTRE | CARETRUST REIT INC | $76.86万 | 0.01% | 20,972 | -531 | -2.5% | -$1.95万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $76.53万 | 0.01% | 30,895 | 1,026 | 3.4% | $2.54万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $76.32万 | 0.01% | 24,259 | -1,413 | -5.5% | -$4.45万 | 减仓 |
| GLDM | WORLD GOLD TR | $76.21万 | 0.01% | 8,222 | 1,012 | 14.0% | $9.38万 | 加仓 |
| GFI | GOLD FIELDS LTD | $76.10万 | 0.01% | 16,761 | 705 | 4.4% | $3.20万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $76.07万 | 0.01% | 1,045 | 650 | 164.6% | $47.31万 | 加仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $75.95万 | 0.01% | 37,178 | 37,178 | — | $75.95万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $75.94万 | 0.01% | 28,843 | 5,266 | 22.3% | $13.87万 | 加仓 |
| HYS | PIMCO ETF TR | $75.89万 | 0.01% | 8,136 | -1,253 | -13.3% | -$11.69万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $75.34万 | 0.01% | 99,927 | -396 | -0.4% | -$2,986 | 减仓 |
| — | NEOS ETF TRUST | $74.54万 | 0.01% | 15,762 | 2,363 | 17.6% | $11.17万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $74.18万 | 0.01% | 29,296 | 5,965 | 25.6% | $15.10万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $74.13万 | 0.01% | 17,443 | 3,461 | 24.8% | $14.71万 | 加仓 |
| NGG | NATIONAL GRID PLC | $74.06万 | 0.01% | 8,754 | -1,198 | -12.0% | -$10.14万 | 减仓 |
| FN | FABRINET | $74.02万 | 0.01% | 1,419 | -185 | -11.5% | -$9.65万 | 减仓 |
| NRG | NRG ENERGY INC | $73.73万 | 0.01% | 5,045 | 903 | 21.8% | $13.20万 | 加仓 |
| GSK | GSK PLC | $73.57万 | 0.01% | 13,331 | -2,803 | -17.4% | -$15.47万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $73.11万 | 0.01% | 6,239 | 338 | 5.7% | $3.96万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $73.00万 | 0.01% | 15,297 | 15,297 | — | $73.00万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $72.63万 | 0.01% | 4,573 | 681 | 17.5% | $10.82万 | 加仓 |
| SYY | SYSCO CORP | $72.48万 | 0.01% | 10,161 | -509 | -4.8% | -$3.63万 | 减仓 |
| WTV | WISDOMTREE TR | $72.43万 | 0.01% | 7,646 | -2,364 | -23.6% | -$22.39万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $72.33万 | 0.01% | 7,219 | 1,574 | 27.9% | $15.77万 | 加仓 |
| MCO | MOODYS CORP | $72.10万 | 0.01% | 1,653 | -82 | -4.7% | -$3.58万 | 减仓 |
| IMCG | ISHARES TR | $72.06万 | 0.01% | 9,149 | 215 | 2.4% | $1.69万 | 加仓 |
| HYD | VANECK ETF TRUST | $72.01万 | 0.01% | 14,363 | 5,106 | 55.2% | $25.60万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $71.94万 | 0.01% | 5,178 | 24 | 0.5% | $3,335 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $71.71万 | 0.01% | 10,480 | 263 | 2.6% | $1.80万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $71.70万 | 0.01% | 7,685 | -2,514 | -24.6% | -$23.46万 | 减仓 |
| — | ABSOLUTE SHS TR | $71.67万 | 0.01% | 30,449 | 30,449 | — | $71.67万 | 新建仓 |
| — | BARINGS CORPORATE INVS | $71.50万 | 0.01% | 41,476 | 870 | 2.1% | $1.50万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $71.38万 | 0.01% | 14,102 | -16 | -0.1% | -$810 | 减仓 |
| HAS | HASBRO INC | $71.31万 | 0.01% | 7,619 | 309 | 4.2% | $2.89万 | 加仓 |
| BOND | PIMCO ETF TR | $71.20万 | 0.01% | 7,716 | 1,712 | 28.5% | $15.80万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $70.85万 | 0.01% | 7,830 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $70.71万 | 0.01% | 4,548 | -81 | -1.7% | -$1.26万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $70.60万 | 0.01% | 9,744 | 1,519 | 18.5% | $11.01万 | 加仓 |
| ANGX | ANGEL STUDIOS INC | $70.48万 | 0.01% | 231,089 | 28,426 | 14.0% | $8.67万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $70.46万 | 0.01% | 20,880 | -380 | -1.8% | -$1.28万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $70.33万 | 0.01% | 7,748 | 4,170 | 116.5% | $37.85万 | 加仓 |
| ESGE | ISHARES INC | $69.98万 | 0.01% | 15,391 | -984 | -6.0% | -$4.47万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $69.74万 | 0.01% | 16,325 | -613 | -3.6% | -$2.62万 | 减仓 |
| UDOW | PROSHARES TR | $69.67万 | 0.01% | 13,885 | 329 | 2.4% | $1.65万 | 加仓 |
| GIS | GENERAL MILLS INC | $69.51万 | 0.01% | 18,675 | 1,408 | 8.2% | $5.24万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $69.20万 | 0.01% | 24,069 | 5,646 | 30.6% | $16.23万 | 加仓 |
| PCAR | PACCAR INC | $69.13万 | 0.01% | 5,985 | -417 | -6.5% | -$4.82万 | 减仓 |
| XOP | SPDR SERIES TRUST | $69.05万 | 0.01% | 3,798 | 1 | 0.0% | $182 | 加仓 |
| FE | FIRSTENERGY CORP | $68.94万 | 0.01% | 13,609 | 1,251 | 10.1% | $6.34万 | 加仓 |
| AOR | ISHARES TR | $68.78万 | 0.01% | 10,689 | -1,353 | -11.2% | -$8.71万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $68.59万 | 0.01% | 28,608 | -17,788 | -38.3% | -$42.65万 | 减仓 |
| EDV | VANGUARD WORLD FD | $68.59万 | 0.01% | 10,561 | 1,589 | 17.7% | $10.32万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $67.84万 | 0.01% | 18,056 | -3,092 | -14.6% | -$11.62万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $67.76万 | 0.01% | 10,424 | 2,423 | 30.3% | $15.75万 | 加仓 |
| PTLC | PACER FDS TR | $67.63万 | 0.01% | 12,893 | 184 | 1.4% | $9,652 | 加仓 |
| SRE | SEMPRA | $67.44万 | 0.01% | 6,940 | 206 | 3.1% | $2.00万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $67.26万 | 0.01% | 42,356 | 5,543 | 15.1% | $8.80万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $67.18万 | 0.01% | 68,065 | 371 | 0.5% | $3,662 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $66.86万 | 0.01% | 8,885 | -1,870 | -17.4% | -$14.07万 | 减仓 |
| HAL | HALLIBURTON CO | $66.68万 | 0.01% | 17,101 | 8,304 | 94.4% | $32.38万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $66.67万 | 0.01% | 6,096 | -133 | -2.1% | -$1.45万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $66.61万 | 0.01% | 9,489 | -77 | -0.8% | -$5,405 | 减仓 |
| FOXA | FOX CORP | $66.14万 | 0.01% | 11,325 | -755 | -6.2% | -$4.41万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $65.92万 | 0.01% | 22,896 | -283 | -1.2% | -$8,148 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $65.90万 | 0.01% | 15,255 | 15,255 | — | $65.90万 | 新建仓 |
| QDPL | PACER FDS TR | $65.71万 | 0.01% | 16,371 | 42 | 0.3% | $1,686 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $65.62万 | 0.01% | 8,349 | -188 | -2.2% | -$1.48万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $65.59万 | 0.01% | 40,816 | 40,816 | — | $65.59万 | 新建仓 |
| EVRG | EVERGY INC | $65.35万 | 0.01% | 7,978 | -1,128 | -12.4% | -$9.24万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $65.29万 | 0.01% | 845 | 47 | 5.9% | $3.63万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $65.03万 | 0.01% | 9,689 | 403 | 4.3% | $2.70万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $64.96万 | 0.01% | 25,698 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $64.91万 | 0.01% | 15,584 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $64.83万 | 0.01% | 25,777 | -294,677 | -92.0% | -$741.12万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $64.65万 | 0.01% | 24,525 | 24,525 | — | $64.65万 | 新建仓 |
| TTC | TORO CO | $64.56万 | 0.01% | 6,909 | 165 | 2.4% | $1.54万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $64.42万 | 0.01% | 10,277 | -559 | -5.2% | -$3.50万 | 减仓 |
| CCI | CROWN CASTLE INC | $64.09万 | 0.01% | 7,882 | 153 | 2.0% | $1.24万 | 加仓 |
| FLOT | ISHARES TR | $64.07万 | 0.01% | 12,575 | 624 | 5.2% | $3.18万 | 加仓 |
| SSD | SIMPSON MFG INC | $64.00万 | 0.01% | 3,729 | -543 | -12.7% | -$9.32万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $63.73万 | 0.01% | 3,252 | 519 | 19.0% | $10.17万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $63.63万 | 0.01% | 5,583 | -230 | -4.0% | -$2.62万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $63.47万 | 0.01% | 15,213 | -2,569 | -14.4% | -$10.72万 | 减仓 |
| XYLD | GLOBAL X FDS | $63.34万 | 0.01% | 16,188 | -527 | -3.2% | -$2.06万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $63.12万 | 0.01% | 17,213 | -4,123 | -19.3% | -$15.12万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $63.03万 | 0.01% | 18,900 | 18,900 | — | $63.03万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $62.86万 | 0.01% | 7,106 | -634 | -8.2% | -$5.61万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $62.77万 | 0.01% | 3,972 | -268 | -6.3% | -$4.24万 | 减仓 |
| DTE | DTE ENERGY CO | $62.67万 | 0.01% | 4,286 | 1,497 | 53.7% | $21.89万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $62.37万 | 0.01% | 9,600 | 1,037 | 12.1% | $6.74万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $62.03万 | 0.01% | 4,583 | -252 | -5.2% | -$3.41万 | 减仓 |
| XEL | XCEL ENERGY INC | $61.91万 | 0.01% | 7,793 | -1,313 | -14.4% | -$10.43万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $61.88万 | 0.01% | 34,784 | -14,178 | -29.0% | -$25.22万 | 减仓 |
| ULVM | VICTORY PORTFOLIOS II | $61.58万 | 0.01% | 6,449 | 6,449 | — | $61.58万 | 新建仓 |
| FISR | SSGA ACTIVE TR | $61.30万 | 0.01% | 23,832 | 8,366 | 54.1% | $21.52万 | 加仓 |
| AFL | AFLAC INC | $61.29万 | 0.01% | 5,586 | -712 | -11.3% | -$7.81万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $61.17万 | 0.01% | 2,107 | -296 | -12.3% | -$8.59万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $61.08万 | 0.01% | 18,060 | 6,550 | 56.9% | $22.15万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $61.05万 | 0.01% | 20,302 | -1,852 | -8.4% | -$5.57万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $60.77万 | 0.01% | 15,413 | 130 | 0.9% | $5,126 | 加仓 |