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 |
|---|---|---|---|---|---|---|---|---|
| DIVO | AMPLIFY ETF TR | $51.90万 | 0.01% | 11,572 | 103 | 0.9% | $4,619 | 加仓 |
| USHY | ISHARES TR | $52.14万 | 0.01% | 14,153 | 14,153 | — | $52.14万 | 新建仓 |
| SPYD | SPDR SER TR | $53.38万 | 0.01% | 11,726 | 300 | 2.6% | $1.37万 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WR | $53.61万 | 0.01% | 37,177 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $53.98万 | 0.02% | 60,041 | 991 | 1.7% | $8,909 | 加仓 |
| JSI | JANUS DETROIT STR TR | $54.19万 | 0.02% | 10,512 | -1,611 | -13.3% | -$8.30万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $54.32万 | 0.02% | 11,621 | -2,554 | -18.0% | -$11.94万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $54.40万 | 0.02% | 11,436 | 499 | 4.6% | $2.37万 | 加仓 |
| WTPI | WISDOMTREE TR | $56.95万 | 0.02% | 17,846 | -2,615 | -12.8% | -$8.34万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $57.45万 | 0.02% | 11,533 | 527 | 4.8% | $2.63万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $57.77万 | 0.02% | 11,860 | 180 | 1.5% | $8,768 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $57.98万 | 0.02% | 11,622 | 11,622 | — | $57.98万 | 新建仓 |
| CSV | CARRIAGE SVCS INC | $58.28万 | 0.02% | 12,763 | 12,763 | — | $58.28万 | 新建仓 |
| BSEP | INNOVATOR ETFS TRUST | $58.59万 | 0.02% | 12,186 | 0 | 0.0% | — | 不变 |
| EVTR | MORGAN STANLEY ETF TRUST | $59.03万 | 0.02% | 11,631 | 168 | 1.5% | $8,526 | 加仓 |
| DOCU | DOCUSIGN INC | $59.42万 | 0.02% | 12,534 | 1,450 | 13.1% | $6.87万 | 加仓 |
| DON | WISDOMTREE TR | $59.45万 | 0.02% | 11,315 | 161 | 1.4% | $8,459 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $59.83万 | 0.02% | 15,030 | -280 | -1.8% | -$1.11万 | 减仓 |
| BCS | BARCLAYS PLC | $60.02万 | 0.02% | 28,364 | 2,095 | 8.0% | $4.43万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $60.04万 | 0.02% | 17,905 | -1,483 | -7.6% | -$4.97万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $60.45万 | 0.02% | 24,385 | -1,027 | -4.0% | -$2.55万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $61.62万 | 0.02% | 70,177 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO ETF TR | $61.68万 | 0.02% | 11,400 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $61.86万 | 0.02% | 45,249 | -124 | -0.3% | -$1,695 | 减仓 |
| USB | US BANCORP DEL | $64.79万 | 0.02% | 12,457 | 25 | 0.2% | $1,300 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $65.29万 | 0.02% | 74,448 | 28,643 | 62.5% | $25.12万 | 加仓 |
| CSX | CSX CORP | $65.82万 | 0.02% | 16,035 | 923 | 6.1% | $3.79万 | 加仓 |
| DBEF | DBX ETF TR | $66.28万 | 0.02% | 13,417 | -74 | -0.5% | -$3,656 | 减仓 |
| TTD | THE TRADE DESK INC | $67.59万 | 0.02% | 29,790 | -455 | -1.5% | -$1.03万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $68.05万 | 0.02% | 12,409 | 12,409 | — | $68.05万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $68.23万 | 0.02% | 16,033 | -310 | -1.9% | -$1.32万 | 减仓 |
| DDWM | WISDOMTREE TR | $68.26万 | 0.02% | 15,475 | 5,173 | 50.2% | $22.82万 | 加仓 |
| TYG | TORTOISE ENERGY INFRA CORP | $68.45万 | 0.02% | 13,730 | 102 | 0.7% | $5,085 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $68.81万 | 0.02% | 13,050 | 13,050 | — | $68.81万 | 新建仓 |
| SPAB | SPDR SER TR | $68.87万 | 0.02% | 26,882 | -18 | -0.1% | -$461 | 减仓 |
| PMBS | PIMCO ETF TR | $69.65万 | 0.02% | 14,042 | 4 | 0.0% | $198 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $70.57万 | 0.02% | 14,343 | -563 | -3.8% | -$2.77万 | 减仓 |
| — | GLOBAL X FDS | $70.80万 | 0.02% | 33,651 | -2,247 | -6.3% | -$4.73万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $71.61万 | 0.02% | 13,127 | -69 | -0.5% | -$3,764 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $71.92万 | 0.02% | 12,923 | 12,923 | — | $71.92万 | 新建仓 |
| O | REALTY INCOME CORP | $73.42万 | 0.02% | 12,000 | 99 | 0.8% | $6,057 | 加仓 |
| TFC | TRUIST FINL CORP | $73.66万 | 0.02% | 16,024 | 755 | 4.9% | $3.47万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $74.61万 | 0.02% | 14,727 | -1,039 | -6.6% | -$5.26万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $74.65万 | 0.02% | 14,095 | -1,375 | -8.9% | -$7.28万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $75.51万 | 0.02% | 23,588 | 216 | 0.9% | $6,914 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $75.92万 | 0.02% | 30,800 | -12,403 | -28.7% | -$30.57万 | 减仓 |
| GSK | GSK PLC | $76.13万 | 0.02% | 13,794 | 690 | 5.3% | $3.81万 | 加仓 |
| FSK | FS KKR CAP CORP | $77.97万 | 0.02% | 76,592 | -3,097 | -3.9% | -$3.15万 | 减仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $78.03万 | 0.02% | 11,258 | -887 | -7.3% | -$6.15万 | 减仓 |
| — | ISHARES TR | $79.31万 | 0.02% | 21,704 | -1,920 | -8.1% | -$7.02万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $81.86万 | 0.02% | 27,089 | 11,814 | 77.3% | $35.70万 | 加仓 |
| OPFI | OPPFI INC | $82.49万 | 0.02% | 106,993 | -7,971 | -6.9% | -$6.15万 | 减仓 |
| FXR | FIRST TR EXCHANGE TRADED FD | $82.77万 | 0.02% | 10,140 | -360 | -3.4% | -$2.94万 | 减仓 |
| COWZ | PACER FDS TR | $83.11万 | 0.02% | 13,285 | 2,950 | 28.5% | $18.45万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $83.38万 | 0.02% | 12,185 | 148 | 1.2% | $1.01万 | 加仓 |
| SPTL | SPDR SER TR | $83.78万 | 0.02% | 31,854 | -1,295 | -3.9% | -$3.41万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $84.59万 | 0.02% | 16,651 | 121 | 0.7% | $6,147 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $86.01万 | 0.02% | 11,870 | 580 | 5.1% | $4.20万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $87.10万 | 0.02% | 16,509 | -20 | -0.1% | -$1,055 | 减仓 |
| EQBK | EQUITY BANCSHARES INC | $87.17万 | 0.02% | 19,628 | 2,224 | 12.8% | $9.88万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $87.53万 | 0.02% | 16,596 | 2,317 | 16.2% | $12.22万 | 加仓 |
| EEM | ISHARES TR | $87.63万 | 0.02% | 15,431 | -9,907 | -39.1% | -$56.26万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $88.48万 | 0.02% | 36,395 | -15,372 | -29.7% | -$37.37万 | 减仓 |
| PTLC | PACER FDS TR | $89.32万 | 0.02% | 17,027 | 3,133 | 22.5% | $16.44万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $90.74万 | 0.03% | 13,281 | 13,281 | — | $90.74万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $92.31万 | 0.03% | 63,973 | 613 | 1.0% | $8,845 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $92.34万 | 0.03% | 18,472 | 18,472 | — | $92.34万 | 新建仓 |
| SFLO | VICTORY PORTFOLIOS II | $92.38万 | 0.03% | 30,762 | 3,380 | 12.3% | $10.15万 | 加仓 |
| ARKK | ARK ETF TR | $92.44万 | 0.03% | 13,677 | -8,689 | -38.8% | -$58.73万 | 减仓 |
| SHY | ISHARES TR | $92.77万 | 0.03% | 11,235 | 161 | 1.5% | $1.33万 | 加仓 |
| DX | DYNEX CAP INC | $93.60万 | 0.03% | 73,355 | 11,454 | 18.5% | $14.62万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $94.02万 | 0.03% | 30,766 | -1,253 | -3.9% | -$3.83万 | 减仓 |
| ET | ENERGY TRANSFER L P | $98.19万 | 0.03% | 50,874 | 1,865 | 3.8% | $3.60万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $98.44万 | 0.03% | 13,108 | 556 | 4.4% | $4.18万 | 加仓 |
| EVRG | EVERGY INC | $98.88万 | 0.03% | 12,071 | 12 | 0.1% | $983 | 加仓 |
| ARTY | ISHARES TR | $99.30万 | 0.03% | 21,341 | 9,129 | 74.8% | $42.48万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $99.47万 | 0.03% | 19,060 | 3,961 | 26.2% | $20.67万 | 加仓 |
| — | EA SERIES TRUST | $101.68万 | 0.03% | 37,913 | -7,769 | -17.0% | -$20.84万 | 减仓 |
| SLV | ISHARES SILVER TR | $101.69万 | 0.03% | 14,924 | -418 | -2.7% | -$2.85万 | 减仓 |
| TFLO | ISHARES TR | $101.92万 | 0.03% | 20,131 | 5,661 | 39.1% | $28.66万 | 加仓 |
| BP | BP PLC | $103.23万 | 0.03% | 21,964 | 1,884 | 9.4% | $8.85万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $103.41万 | 0.03% | 13,602 | 1,326 | 10.8% | $10.08万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $104.23万 | 0.03% | 16,661 | -2,120 | -11.3% | -$13.26万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $104.30万 | 0.03% | 23,889 | -22,566 | -48.6% | -$98.52万 | 减仓 |
| HLN | HALEON PLC | $104.79万 | 0.03% | 104,689 | -12,623 | -10.8% | -$12.64万 | 减仓 |
| EEMV | ISHARES INC | $106.74万 | 0.03% | 16,490 | 324 | 2.0% | $2.10万 | 加仓 |
| IYH | ISHARES TR | $108.16万 | 0.03% | 17,547 | -972 | -5.2% | -$5.99万 | 减仓 |
| CRH | CRH PLC | $108.77万 | 0.03% | 10,347 | -1,185 | -10.3% | -$12.46万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $108.92万 | 0.03% | 20,256 | 182 | 0.9% | $9,786 | 加仓 |
| EFA | ISHARES TR | $109.00万 | 0.03% | 11,222 | -14,586 | -56.5% | -$141.67万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $109.32万 | 0.03% | 41,208 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $110.44万 | 0.03% | 12,739 | 1,188 | 10.3% | $10.30万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $110.58万 | 0.03% | 11,780 | 11,780 | — | $110.58万 | 新建仓 |
| EBAY | EBAY INC. | $111.40万 | 0.03% | 12,239 | -29,301 | -70.5% | -$266.70万 | 减仓 |
| NFLT | ETFIS SER TR I | $112.60万 | 0.03% | 49,496 | 19,778 | 66.6% | $44.99万 | 加仓 |
| OMC | OMNICOM GROUP INC | $112.98万 | 0.03% | 15,001 | 1,155 | 8.3% | $8.70万 | 加仓 |
| EMB | ISHARES TR | $113.53万 | 0.03% | 12,087 | -775 | -6.0% | -$7.28万 | 减仓 |
| NDAQ | NASDAQ INC | $113.89万 | 0.03% | 13,416 | -1,434 | -9.7% | -$12.17万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $114.17万 | 0.03% | 21,123 | 2,736 | 14.9% | $14.79万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $114.94万 | 0.03% | 19,941 | 19,941 | — | $114.94万 | 新建仓 |