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 |
|---|---|---|---|---|---|---|---|---|
| CRCL | CIRCLE INTERNET GROUP INC | $115.43万 | 0.03% | 12,098 | 12,098 | — | $115.43万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $115.46万 | 0.03% | 10,558 | 10,558 | — | $115.46万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $116.06万 | 0.03% | 10,071 | 10,071 | — | $116.06万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $117.36万 | 0.03% | 29,237 | 15,267 | 109.3% | $61.28万 | 加仓 |
| ICVT | ISHARES TR | $118.73万 | 0.03% | 11,664 | -17 | -0.1% | -$1,730 | 减仓 |
| FLRN | SPDR SERIES TRUST | $119.30万 | 0.03% | 38,758 | 11,041 | 39.8% | $33.98万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $119.43万 | 0.03% | 50,119 | 10,202 | 25.6% | $24.31万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $119.95万 | 0.03% | 12,110 | -11,085 | -47.8% | -$109.80万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $120.60万 | 0.03% | 14,574 | -153 | -1.0% | -$1.27万 | 减仓 |
| DEM | WISDOMTREE TR | $121.29万 | 0.03% | 24,409 | -2,939 | -10.7% | -$14.60万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $122.21万 | 0.03% | 41,952 | -15,406 | -26.9% | -$44.88万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $122.67万 | 0.03% | 60,104 | 22,321 | 59.1% | $45.56万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $123.78万 | 0.03% | 11,110 | -4,368 | -28.2% | -$48.67万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $126.22万 | 0.04% | 44,854 | 10,832 | 31.8% | $30.48万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $126.63万 | 0.04% | 25,880 | 1,785 | 7.4% | $8.73万 | 加仓 |
| C | CITIGROUP INC | $127.19万 | 0.04% | 11,215 | -6,665 | -37.3% | -$75.59万 | 减仓 |
| MOAT | VANECK ETF TRUST | $127.22万 | 0.04% | 13,156 | -369 | -2.7% | -$3.57万 | 减仓 |
| IWR | ISHARES TR | $128.05万 | 0.04% | 13,169 | 2,251 | 20.6% | $21.89万 | 加仓 |
| USMV | ISHARES TR | $128.61万 | 0.04% | 13,868 | 439 | 3.3% | $4.07万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $129.04万 | 0.04% | 10,750 | -1,420 | -11.7% | -$17.05万 | 减仓 |
| RBLX | ROBLOX CORP | $129.43万 | 0.04% | 22,883 | -403 | -1.7% | -$2.28万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $129.47万 | 0.04% | 17,205 | -1,060 | -5.8% | -$7.98万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $131.04万 | 0.04% | 30,063 | 9 | 0.0% | $392 | 加仓 |
| USMF | WISDOMTREE TR | $131.97万 | 0.04% | 26,725 | -662 | -2.4% | -$3.27万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $132.55万 | 0.04% | 51,880 | 1,085 | 2.1% | $2.77万 | 加仓 |
| GM | GENERAL MTRS CO | $134.53万 | 0.04% | 18,057 | -145 | -0.8% | -$1.08万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $135.16万 | 0.04% | 28,660 | 4,077 | 16.6% | $19.23万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $136.09万 | 0.04% | 48,864 | -1,290 | -2.6% | -$3.59万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $136.89万 | 0.04% | 82,412 | -4,402 | -5.1% | -$7.31万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $139.60万 | 0.04% | 10,656 | -672 | -5.9% | -$8.80万 | 减仓 |
| ETR | ENTERGY CORP NEW | $139.77万 | 0.04% | 12,439 | 167 | 1.4% | $1.88万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $140.13万 | 0.04% | 18,172 | 2,913 | 19.1% | $22.46万 | 加仓 |
| WTV | WISDOMTREE TR | $140.85万 | 0.04% | 14,869 | 97 | 0.7% | $9,189 | 加仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $141.42万 | 0.04% | 35,867 | 2,608 | 7.8% | $10.28万 | 加仓 |
| OKLO | OKLO INC | $142.70万 | 0.04% | 28,776 | 28,776 | — | $142.70万 | 新建仓 |
| IEF | ISHARES TR | $142.77万 | 0.04% | 14,959 | 391 | 2.7% | $3.73万 | 加仓 |
| TTE | TOTALENERGIES SE | $145.32万 | 0.04% | 15,973 | -3,951 | -19.8% | -$35.95万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $145.39万 | 0.04% | 15,654 | 1,592 | 11.3% | $14.79万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $146.12万 | 0.04% | 22,803 | 2,869 | 14.4% | $18.38万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $147.23万 | 0.04% | 32,864 | 9,788 | 42.4% | $43.85万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $147.50万 | 0.04% | 27,643 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $147.67万 | 0.04% | 11,087 | 489 | 4.6% | $6.51万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $148.84万 | 0.04% | 14,172 | 28 | 0.2% | $2,941 | 加仓 |
| AUSF | GLOBAL X FDS | $149.19万 | 0.04% | 30,856 | 375 | 1.2% | $1.81万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $149.70万 | 0.04% | 20,905 | 1,599 | 8.3% | $11.45万 | 加仓 |
| SPYI | NEOS ETF TRUST | $151.48万 | 0.04% | 30,682 | 2,835 | 10.2% | $14.00万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $152.02万 | 0.04% | 25,670 | 134 | 0.5% | $7,935 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $152.61万 | 0.04% | 26,069 | 2,457 | 10.4% | $14.38万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $153.35万 | 0.04% | 38,844 | 243 | 0.6% | $9,594 | 加仓 |
| MSTR | STRATEGY INC | $153.54万 | 0.04% | 12,303 | 12,303 | — | $153.54万 | 新建仓 |
| FEOE | RBB FUND TRUST | $154.42万 | 0.04% | 30,603 | -28,672 | -48.4% | -$144.68万 | 减仓 |
| MO | ALTRIA GROUP INC | $155.91万 | 0.04% | 23,627 | -617 | -2.5% | -$4.07万 | 减仓 |
| YOU | CLEAR SECURE INC | $156.04万 | 0.04% | 32,234 | -4,645 | -12.6% | -$22.49万 | 减仓 |
| ABT | ABBOTT LABS | $156.06万 | 0.04% | 15,200 | 675 | 4.6% | $6.93万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $157.23万 | 0.04% | 44,517 | 3,096 | 7.5% | $10.94万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $158.23万 | 0.04% | 17,058 | -1,779 | -9.4% | -$16.50万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $158.82万 | 0.04% | 28,913 | 560 | 2.0% | $3.08万 | 加仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $160.12万 | 0.04% | 32,288 | -339,393 | -91.3% | -$1,683.07万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $160.33万 | 0.04% | 17,369 | 17,369 | — | $160.33万 | 新建仓 |
| MMM | 3M CO | $161.05万 | 0.05% | 11,089 | 11,089 | — | $161.05万 | 新建仓 |
| BILZ | PIMCO ETF TR | $162.41万 | 0.05% | 16,085 | 2,514 | 18.5% | $25.38万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $164.11万 | 0.05% | 206,688 | -35,543 | -14.7% | -$28.22万 | 减仓 |
| SHV | ISHARES TR | $164.60万 | 0.05% | 14,910 | 1,162 | 8.5% | $12.83万 | 加仓 |
| CTVA | CORTEVA INC | $165.04万 | 0.05% | 19,716 | -117 | -0.6% | -$9,794 | 减仓 |
| ENB | ENBRIDGE INC | $165.63万 | 0.05% | 30,593 | 599 | 2.0% | $3.24万 | 加仓 |
| F | FORD MTR CO | $166.99万 | 0.05% | 144,704 | 150 | 0.1% | $1,731 | 加仓 |
| FTSD | FRANKLIN ETF TR | $169.67万 | 0.05% | 18,691 | 1,519 | 8.8% | $13.79万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $170.68万 | 0.05% | 72,613 | -30,320 | -29.5% | -$71.27万 | 减仓 |
| PULS | PGIM ETF TR | $171.06万 | 0.05% | 34,557 | 3,924 | 12.8% | $19.42万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $177.63万 | 0.05% | 60,875 | 4,731 | 8.4% | $13.81万 | 加仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $178.07万 | 0.05% | 28,409 | -17,504 | -38.1% | -$109.72万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $179.04万 | 0.05% | 27,352 | -1,285 | -4.5% | -$8.41万 | 减仓 |
| FLOT | ISHARES TR | $180.72万 | 0.05% | 35,470 | 8,030 | 29.3% | $40.91万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $181.90万 | 0.05% | 53,549 | -1,669 | -3.0% | -$5.67万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $182.03万 | 0.05% | 30,831 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $182.98万 | 0.05% | 16,474 | 1,339 | 8.8% | $14.87万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $184.35万 | 0.05% | 83,718 | 1 | 0.0% | $22 | 加仓 |
| NOW | SERVICENOW INC | $185.44万 | 0.05% | 17,737 | -9,531 | -35.0% | -$99.65万 | 减仓 |
| NUMG | NUSHARES ETF TR | $186.65万 | 0.05% | 45,435 | 2,089 | 4.8% | $8.58万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $191.95万 | 0.05% | 106,520 | -138 | -0.1% | -$2,487 | 减仓 |
| SDY | SPDR SERIES TRUST | $192.09万 | 0.05% | 13,162 | 1,751 | 15.3% | $25.55万 | 加仓 |
| SHLD | GLOBAL X FDS | $194.78万 | 0.05% | 27,496 | 4,001 | 17.0% | $28.34万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $195.87万 | 0.05% | 51,901 | -2,510 | -4.6% | -$9.47万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $198.67万 | 0.06% | 26,550 | 2,162 | 8.9% | $16.18万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $201.97万 | 0.06% | 21,873 | 1,712 | 8.5% | $15.81万 | 加仓 |
| DXCM | DEXCOM INC | $202.75万 | 0.06% | 32,285 | 1,551 | 5.0% | $9.74万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $204.24万 | 0.06% | 186,691 | 39,550 | 26.9% | $43.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $206.09万 | 0.06% | 53,034 | -2,230 | -4.0% | -$8.67万 | 减仓 |
| MAS | MASCO CORP | $208.64万 | 0.06% | 34,560 | 3,919 | 12.8% | $23.66万 | 加仓 |
| CMCSA | COMCAST CORP | $209.44万 | 0.06% | 72,951 | 56,360 | 339.7% | $161.81万 | 加仓 |
| MS | MORGAN STANLEY | $210.62万 | 0.06% | 12,798 | 130 | 1.0% | $2.14万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $212.42万 | 0.06% | 42,382 | -220 | -0.5% | -$1.10万 | 减仓 |
| FVD | FIRST TR VALUE LINE DIVID IN | $213.54万 | 0.06% | 45,406 | -3,481 | -7.1% | -$16.37万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $213.88万 | 0.06% | 29,403 | 29,403 | — | $213.88万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $216.27万 | 0.06% | 24,571 | -24 | -0.1% | -$2,112 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $216.91万 | 0.06% | 47,547 | 2,321 | 5.1% | $10.59万 | 加仓 |
| ROKU | ROKU INC | $217.61万 | 0.06% | 22,998 | 3,276 | 16.6% | $31.00万 | 加仓 |
| NUE | NUCOR CORP | $217.76万 | 0.06% | 12,878 | -471 | -3.5% | -$7.96万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $217.80万 | 0.06% | 13,705 | 295 | 2.2% | $4.69万 | 加仓 |
| FV | FIRST TR EXCHANGE-TRADED FD | $219.46万 | 0.06% | 36,311 | -121 | -0.3% | -$7,313 | 减仓 |