WCG Wealth Advisors LLC
LAS VEGAS NV · SEC CIK 0001855713
$42.19亿2026Q2 申报市值
555持仓数
20.5%前十大占比 · 第一大 3.4%
65 / 36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
PYLD 加仓+$5,330.94万
IVV 加仓+$3,431.72万
PRF 加仓+$2,950.30万
SNDK 新建仓+$2,802.16万
MUNI 加仓+$2,087.44万
2026Q2 卖出最多 按季末市值估算
JAVA 减仓-$2,924.78万
CLIP 清仓-$1,461.75万
FTXL 减仓-$1,416.95万
USFR 减仓-$1,272.93万
SNPE 减仓-$1,143.50万
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 |
|---|---|---|---|---|---|---|---|---|
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $52.81万 | 0.01% | 25,688 | 0 | 0.0% | — | 不变 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $52.96万 | 0.01% | 25,475 | 25,475 | — | $52.96万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $53.60万 | 0.01% | 56,009 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $55.36万 | 0.01% | 60,041 | 0 | 0.0% | — | 不变 |
| — | STARBOARD INVT TR | $55.62万 | 0.01% | 25,237 | 25,237 | — | $55.62万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $56.03万 | 0.01% | 11,743 | 17 | 0.1% | $811 | 加仓 |
| CART | MAPLEBEAR INC | $57.59万 | 0.01% | 12,163 | -284 | -2.3% | -$1.34万 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $57.77万 | 0.01% | 37,177 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $59.00万 | 0.01% | 18,456 | 551 | 3.1% | $1.76万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $59.34万 | 0.01% | 13,843 | 113 | 0.8% | $4,844 | 加仓 |
| STPZ | PIMCO ETF TR | $61.41万 | 0.01% | 11,513 | 113 | 1.0% | $6,027 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $61.90万 | 0.01% | 34,736 | 34,736 | — | $61.90万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $62.18万 | 0.01% | 11,400 | -36 | -0.3% | -$1,963 | 减仓 |
| NOBL | PROSHARES TR | $62.56万 | 0.01% | 11,139 | 11,139 | — | $62.56万 | 新建仓 |
| DON | WISDOMTREE TR | $62.58万 | 0.01% | 11,072 | -243 | -2.1% | -$1.37万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $62.60万 | 0.01% | 12,576 | 1,043 | 9.0% | $5.19万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $63.44万 | 0.02% | 24,419 | -6,381 | -20.7% | -$16.58万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $63.61万 | 0.02% | 14,890 | -140 | -0.9% | -$5,981 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $64.26万 | 0.02% | 12,186 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $65.92万 | 0.02% | 13,033 | 1,411 | 12.1% | $7.14万 | 加仓 |
| PMBS | PIMCO ETF TR | $66.01万 | 0.02% | 13,368 | -674 | -4.8% | -$3.33万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $66.87万 | 0.02% | 26,567 | 2,182 | 8.9% | $5.49万 | 加仓 |
| — | INVESCO GALAXY BITCOIN ETF | $66.92万 | 0.02% | 11,459 | 11,459 | — | $66.92万 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $66.96万 | 0.02% | 44,997 | -252 | -0.6% | -$3,750 | 减仓 |
| CVNA | CARVANA CO | $67.20万 | 0.02% | 10,209 | 10,209 | — | $67.20万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $67.26万 | 0.02% | 69,767 | -410 | -0.6% | -$3,952 | 减仓 |
| — | STARBOARD INVT TR | $69.14万 | 0.02% | 93,436 | 93,436 | — | $69.14万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $69.21万 | 0.02% | 13,223 | -45,232 | -77.4% | -$236.75万 | 减仓 |
| DBEF | DBX ETF TR | $69.25万 | 0.02% | 12,677 | -740 | -5.5% | -$4.04万 | 减仓 |
| DDWM | WISDOMTREE TR | $69.48万 | 0.02% | 15,046 | -429 | -2.8% | -$1.98万 | 减仓 |
| DTCR | GLOBAL X FDS | $69.48万 | 0.02% | 22,879 | 22,879 | — | $69.48万 | 新建仓 |
| ARKG | ARK ETF TR | $69.93万 | 0.02% | 16,627 | 16,627 | — | $69.93万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $69.99万 | 0.02% | 13,803 | 2,172 | 18.7% | $11.01万 | 加仓 |
| BCS | BARCLAYS PLC | $70.02万 | 0.02% | 26,069 | -2,295 | -8.1% | -$6.16万 | 减仓 |
| IONQ | IONQ INC | $70.66万 | 0.02% | 13,267 | 2,722 | 25.8% | $14.50万 | 加仓 |
| O | REALTY INCOME CORP | $70.87万 | 0.02% | 11,439 | -561 | -4.7% | -$3.48万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $70.97万 | 0.02% | 11,591 | -1,536 | -11.7% | -$9.40万 | 减仓 |
| SHLD | GLOBAL X FDS | $71.12万 | 0.02% | 11,911 | -15,585 | -56.7% | -$93.06万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $71.20万 | 0.02% | 11,152 | -469 | -4.0% | -$2.99万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $71.61万 | 0.02% | 28,061 | 1,179 | 4.4% | $3.01万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $71.81万 | 0.02% | 27,379 | -4,475 | -14.0% | -$11.74万 | 减仓 |
| SLV | ISHARES SILVER TR | $72.19万 | 0.02% | 13,501 | -1,423 | -9.5% | -$7.61万 | 减仓 |
| RHI | ROBERT HALF INC. | $72.23万 | 0.02% | 23,526 | 8,211 | 53.6% | $25.21万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $73.12万 | 0.02% | 14,095 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $73.40万 | 0.02% | 19,864 | -2,100 | -9.6% | -$7.76万 | 减仓 |
| GSK | GSK PLC | $73.43万 | 0.02% | 14,008 | 214 | 1.6% | $1.12万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $73.69万 | 0.02% | 11,767 | -1,949 | -14.2% | -$12.21万 | 重新持有 |
| — | DBX ETF TR | $73.79万 | 0.02% | 12,822 | 12,822 | — | $73.79万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $74.09万 | 0.02% | 16,277 | -232 | -1.4% | -$1.06万 | 减仓 |
| CSV | CARRIAGE SVCS INC | $74.19万 | 0.02% | 19,350 | 6,587 | 51.6% | $25.25万 | 加仓 |
| USB | US BANCORP | $74.34万 | 0.02% | 12,308 | -149 | -1.2% | -$9,000 | 减仓 |
| CSX | CSX CORP | $74.41万 | 0.02% | 15,655 | -380 | -2.4% | -$1.81万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $74.60万 | 0.02% | 14,524 | -203 | -1.4% | -$1.04万 | 减仓 |
| DOCU | DOCUSIGN INC | $77.01万 | 0.02% | 17,337 | 4,803 | 38.3% | $21.33万 | 加仓 |
| COWZ | PACER FDS TR | $77.10万 | 0.02% | 12,395 | -890 | -6.7% | -$5.54万 | 减仓 |
| TFC | TRUIST FINL CORP | $79.68万 | 0.02% | 15,994 | -30 | -0.2% | -$1,495 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $80.52万 | 0.02% | 16,218 | 6,148 | 61.1% | $30.53万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $80.78万 | 0.02% | 23,759 | 171 | 0.7% | $5,814 | 加仓 |
| WINN | HARBOR ETF TRUST | $81.69万 | 0.02% | 25,158 | -94,366 | -79.0% | -$306.41万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $82.80万 | 0.02% | 46,181 | 20,209 | 77.8% | $36.23万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $82.99万 | 0.02% | 29,916 | -6,479 | -17.8% | -$17.97万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $83.46万 | 0.02% | 14,452 | 109 | 0.8% | $6,295 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $83.61万 | 0.02% | 16,556 | 4,696 | 39.6% | $23.71万 | 加仓 |
| SYY | SYSCO CORP | $84.25万 | 0.02% | 10,081 | 10,081 | — | $84.25万 | 新建仓 |
| SFLO | VICTORY PORTFOLIOS II | $84.91万 | 0.02% | 24,828 | -5,934 | -19.3% | -$20.29万 | 减仓 |
| NKE | NIKE INC | $85.30万 | 0.02% | 20,780 | 20,780 | — | $85.30万 | 新建仓 |
| SHY | ISHARES TR | $86.84万 | 0.02% | 10,577 | -658 | -5.9% | -$5.40万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $87.21万 | 0.02% | 39,159 | 39,159 | — | $87.21万 | 新建仓 |
| ATRO | ASTRONICS CORP | $87.56万 | 0.02% | 10,775 | 10,775 | — | $87.56万 | 新建仓 |
| FSK | FS KKR CAP CORP | $87.88万 | 0.02% | 83,692 | 7,100 | 9.3% | $7.46万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $89.01万 | 0.02% | 10,250 | -1,008 | -9.0% | -$8.75万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $89.24万 | 0.02% | 17,617 | -855 | -4.6% | -$4.33万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $90.05万 | 0.02% | 18,250 | -14,038 | -43.5% | -$69.27万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $90.89万 | 0.02% | 10,383 | 10,383 | — | $90.89万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $91.87万 | 0.02% | 17,083 | -9,951 | -36.8% | -$53.52万 | 减仓 |
| ARKK | ARK ETF TR | $94.78万 | 0.02% | 11,727 | -1,950 | -14.3% | -$15.76万 | 减仓 |
| TFLO | ISHARES TR | $95.21万 | 0.02% | 18,804 | -1,327 | -6.6% | -$6.72万 | 减仓 |
| PTLC | PACER FDS TR | $95.25万 | 0.02% | 16,349 | -678 | -4.0% | -$3.95万 | 减仓 |
| EQBK | EQUITY BANCSHARES INC | $96.33万 | 0.02% | 19,663 | 35 | 0.2% | $1,715 | 加仓 |
| CVE | CENOVUS ENERGY INC | $98.53万 | 0.02% | 39,716 | -1,492 | -3.6% | -$3.70万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $99.11万 | 0.02% | 17,774 | 1,178 | 7.1% | $6.57万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $99.54万 | 0.02% | 10,131 | -619 | -5.8% | -$6.08万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $100.44万 | 0.02% | 19,246 | 186 | 1.0% | $9,707 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $100.60万 | 0.02% | 18,804 | -1,452 | -7.2% | -$7.77万 | 减仓 |
| AIS | TIDAL TRUST III | $101.39万 | 0.02% | 11,885 | 11,885 | — | $101.39万 | 新建仓 |
| WTV | WISDOMTREE TR | $102.57万 | 0.02% | 10,084 | -4,785 | -32.2% | -$48.67万 | 减仓 |
| EVRG | EVERGY INC | $103.05万 | 0.02% | 11,923 | -148 | -1.2% | -$1.28万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $103.56万 | 0.02% | 79,601 | -2,811 | -3.4% | -$3.66万 | 减仓 |
| — | ISHARES TR | $104.06万 | 0.02% | 21,620 | -84 | -0.4% | -$4,043 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $105.88万 | 0.03% | 40,818 | 13,729 | 50.7% | $35.61万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $106.34万 | 0.03% | 64,924 | 45,732 | 238.3% | $74.91万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $106.85万 | 0.03% | 13,930 | -30,265 | -68.5% | -$232.14万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $107.35万 | 0.03% | 17,805 | 5,396 | 43.5% | $32.53万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $107.39万 | 0.03% | 12,823 | -285 | -2.2% | -$2.39万 | 减仓 |
| TLT | ISHARES TR | $108.17万 | 0.03% | 12,516 | -223 | -1.8% | -$1.93万 | 减仓 |
| ET | ENERGY TRANSFER L P | $109.44万 | 0.03% | 57,238 | 6,364 | 12.5% | $12.17万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $109.87万 | 0.03% | 11,430 | -440 | -3.7% | -$4.23万 | 减仓 |
| DEM | WISDOMTREE TR | $110.80万 | 0.03% | 20,599 | -3,810 | -15.6% | -$20.49万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $111.03万 | 0.03% | 29,788 | -978 | -3.2% | -$3.65万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $111.74万 | 0.03% | 13,045 | 860 | 7.1% | $7.37万 | 加仓 |