WCG Wealth Advisors LLC
LAS VEGAS NV · SEC CIK 0001855713
$35.74亿2026Q1 申报市值
519持仓数
19.7%前十大占比 · 第一大 2.7%
52 / 29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
TMB 新建仓+$4,434.04万
MFSB 新建仓+$4,209.61万
AGGH 新建仓+$3,801.01万
FBT 新建仓+$1,492.93万
CLIP 新建仓+$1,461.75万
2026Q1 卖出最多 按季末市值估算
HTRB 减仓-$4,990.01万
SPY 减仓-$3,252.68万
IEI 减仓-$2,997.22万
FXU 减仓-$1,683.07万
IVV 减仓-$1,324.13万
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 | $0 | 0.00% | 0 | -220,051 | -100.0% | -$749.28万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -53,058 | -100.0% | -$676.86万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -165,435 | -100.0% | -$587.46万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -14,959 | -100.0% | -$368.43万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -17,942 | -100.0% | -$329.87万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -10,450 | -100.0% | -$326.63万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -36,902 | -100.0% | -$229.35万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10,682 | -100.0% | -$165.36万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -14,402 | -100.0% | -$137.32万 | 清仓 |
| ONEQ | FIDELITY COMWLTH TR | $0 | 0.00% | 0 | -12,620 | -100.0% | -$115.34万 | 清仓 |
| IETC | ISHARES U S ETF TR | $0 | 0.00% | 0 | -11,105 | -100.0% | -$112.81万 | 清仓 |
| SII | SPROTT INC | $0 | 0.00% | 0 | -10,100 | -100.0% | -$98.90万 | 清仓 |
| IHAK | ISHARES TR | $0 | 0.00% | 0 | -19,462 | -100.0% | -$93.65万 | 清仓 |
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -11,214 | -100.0% | -$73.46万 | 清仓 |
| ZROZ | PIMCO ETF TR | $0 | 0.00% | 0 | -10,733 | -100.0% | -$68.96万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -28,047 | -100.0% | -$66.16万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -10,080 | -100.0% | -$63.69万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -10,585 | -100.0% | -$61.80万 | 清仓 |
| XVV | ISHARES TR | $0 | 0.00% | 0 | -10,024 | -100.0% | -$52.83万 | 清仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $0 | 0.00% | 0 | -23,981 | -100.0% | -$45.04万 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -15,452 | -100.0% | -$44.56万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -12,342 | -100.0% | -$38.52万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -12,204 | -100.0% | -$36.27万 | 清仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -14,029 | -100.0% | -$35.31万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -11,841 | -100.0% | -$34.66万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -18,840 | -100.0% | -$29.86万 | 清仓 |
| SPMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -13,237 | -100.0% | -$29.67万 | 清仓 |
| ARKX | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAGP | PLAINS GP HLDGS L P | $0 | 0.00% | 0 | -12,653 | -100.0% | -$24.22万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -16,488 | -100.0% | -$23.69万 | 清仓 |
| BITQ | BITWISE FUNDS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $20.85万 | 0.01% | 10,623 | -593 | -5.3% | -$1.16万 | 减仓 |
| PFFA | ETFIS SER TR I | $21.04万 | 0.01% | 10,333 | -489 | -4.5% | -$9,956 | 减仓 |
| MLN | VANECK ETF TRUST | $21.50万 | 0.01% | 12,327 | 12,327 | — | $21.50万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $22.79万 | 0.01% | 15,142 | 150 | 1.0% | $2,258 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $22.85万 | 0.01% | 21,001 | -1,085 | -4.9% | -$1.18万 | 减仓 |
| — | PEAKSTONE REALTY TRUST | $23.34万 | 0.01% | 11,172 | 11,172 | — | $23.34万 | 新建仓 |
| U | UNITY SOFTWARE INC | $23.56万 | 0.01% | 10,737 | 10,737 | — | $23.56万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $24.29万 | 0.01% | 14,022 | 14,022 | — | $24.29万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $24.51万 | 0.01% | 19,595 | -14,534 | -42.6% | -$18.18万 | 减仓 |
| SERV | SERVE ROBOTICS INC | $25.04万 | 0.01% | 29,670 | -892 | -2.9% | -$7,529 | 减仓 |
| SONY | SONY GROUP CORP | $25.37万 | 0.01% | 12,254 | -7 | -0.1% | -$145 | 减仓 |
| — | GRANITESHARES PLATINUM TR | $26.28万 | 0.01% | 13,900 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $26.91万 | 0.01% | 16,380 | 2,521 | 18.2% | $4.14万 | 加仓 |
| — | VANECK ETF TRUST | $27.91万 | 0.01% | 10,838 | -540 | -4.7% | -$1.39万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $29.37万 | 0.01% | 12,797 | -1,915 | -13.0% | -$4.39万 | 减仓 |
| IONQ | IONQ INC | $30.40万 | 0.01% | 10,545 | 10,545 | — | $30.40万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $30.81万 | 0.01% | 12,016 | 12,016 | — | $30.81万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $32.26万 | 0.01% | 26,483 | 2,441 | 10.2% | $2.97万 | 加仓 |
| JOBY | JOBY AVIATION INC | $32.60万 | 0.01% | 39,467 | 7,171 | 22.2% | $5.92万 | 加仓 |
| NIO | NIO INC | $33.03万 | 0.01% | 54,775 | -774 | -1.4% | -$4,667 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $33.05万 | 0.01% | 19,192 | -272 | -1.4% | -$4,684 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $33.54万 | 0.01% | 13,913 | -71 | -0.5% | -$1,711 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $33.85万 | 0.01% | 66,374 | -6,790 | -9.3% | -$3.46万 | 减仓 |
| DBX | DROPBOX INC | $34.11万 | 0.01% | 15,014 | -24,464 | -62.0% | -$55.58万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $34.68万 | 0.01% | 13,200 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X | $35.71万 | 0.01% | 19,409 | 23 | 0.1% | $423 | 加仓 |
| SILJ | AMPLIFY ETF TR | $36.48万 | 0.01% | 12,276 | -675 | -5.2% | -$2.01万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $36.68万 | 0.01% | 13,305 | -22,034 | -62.4% | -$60.74万 | 减仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $36.78万 | 0.01% | 29,375 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $37.24万 | 0.01% | 70,000 | -10,000 | -12.5% | -$5.32万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $37.36万 | 0.01% | 13,342 | 1,722 | 14.8% | $4.82万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $37.51万 | 0.01% | 10,005 | 10,005 | — | $37.51万 | 新建仓 |
| RHI | ROBERT HALF INC. | $38.90万 | 0.01% | 15,315 | 15,315 | — | $38.90万 | 新建仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $39.20万 | 0.01% | 20,874 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $39.35万 | 0.01% | 57,276 | 2,078 | 3.8% | $1.43万 | 加仓 |
| HYEM | VANECK ETF TRUST | $39.59万 | 0.01% | 20,064 | -1,167 | -5.5% | -$2.30万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $40.89万 | 0.01% | 23,036 | -1,476 | -6.0% | -$2.62万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $41.02万 | 0.01% | 36,752 | 0 | 0.0% | — | 不变 |
| INCM | FRANKLIN TEMPLETON ETF TR | $41.21万 | 0.01% | 14,333 | 33 | 0.2% | $949 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $41.24万 | 0.01% | 25,972 | -13,327 | -33.9% | -$21.16万 | 减仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $41.29万 | 0.01% | 10,536 | -5,817 | -35.6% | -$22.80万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $41.78万 | 0.01% | 51,136 | 450 | 0.9% | $3,676 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $41.94万 | 0.01% | 15,660 | 15,660 | — | $41.94万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $42.88万 | 0.01% | 12,100 | 870 | 7.7% | $3.08万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $43.07万 | 0.01% | 11,977 | 11,977 | — | $43.07万 | 新建仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $43.64万 | 0.01% | 18,025 | 18,025 | — | $43.64万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $43.98万 | 0.01% | 25,688 | 0 | 0.0% | — | 不变 |
| HEGD | LISTED FDS TR | $44.48万 | 0.01% | 18,009 | 402 | 2.3% | $9,929 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $44.68万 | 0.01% | 22,209 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $45.90万 | 0.01% | 40,870 | 0 | 0.0% | — | 不变 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $46.19万 | 0.01% | 10,769 | 135 | 1.3% | $5,790 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $46.26万 | 0.01% | 27,038 | 976 | 3.7% | $1.67万 | 加仓 |
| XYLD | GLOBAL X FDS | $46.46万 | 0.01% | 11,873 | 62 | 0.5% | $2,426 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $46.49万 | 0.01% | 45,138 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $46.63万 | 0.01% | 12,447 | -438 | -3.4% | -$1.64万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $46.84万 | 0.01% | 10,260 | -6,197 | -37.7% | -$28.29万 | 减仓 |
| JD | JD.COM INC | $47.15万 | 0.01% | 15,947 | 15,947 | — | $47.15万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $47.76万 | 0.01% | 13,488 | -2,010 | -13.0% | -$7.12万 | 减仓 |
| — | GRANITESHARES ETF TR | $48.02万 | 0.01% | 18,282 | -1,120 | -5.8% | -$2.94万 | 减仓 |
| GOVT | ISHARES TR | $48.04万 | 0.01% | 20,967 | 3,771 | 21.9% | $8.64万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $48.28万 | 0.01% | 56,009 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $48.66万 | 0.01% | 27,034 | 27,034 | — | $48.66万 | 新建仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $49.23万 | 0.01% | 10,070 | -696 | -6.5% | -$3.40万 | 减仓 |
| NOK | NOKIA CORP | $49.44万 | 0.01% | 61,495 | 61,495 | — | $49.44万 | 新建仓 |