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 |
|---|---|---|---|---|---|---|---|---|
| SRLN | SSGA ACTIVE ETF TR | $112.68万 | 0.03% | 27,968 | -1,269 | -4.3% | -$5.11万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $112.86万 | 0.03% | 55,403 | -4,701 | -7.8% | -$9.58万 | 减仓 |
| NDAQ | NASDAQ INC | $114.56万 | 0.03% | 14,535 | 1,119 | 8.3% | $8.82万 | 加仓 |
| GM | GENERAL MTRS CO | $114.83万 | 0.03% | 14,897 | -3,160 | -17.5% | -$24.36万 | 减仓 |
| CRH | CRH PLC | $114.93万 | 0.03% | 10,741 | 394 | 3.8% | $4.22万 | 加仓 |
| OMC | OMNICOM GROUP INC | $115.42万 | 0.03% | 15,848 | 847 | 5.6% | $6.17万 | 加仓 |
| IYH | ISHARES TR | $116.44万 | 0.03% | 17,376 | -171 | -1.0% | -$1.15万 | 减仓 |
| USMV | ISHARES TR | $116.56万 | 0.03% | 12,084 | -1,784 | -12.9% | -$17.21万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $117.11万 | 0.03% | 20,830 | -75 | -0.4% | -$4,216 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $117.30万 | 0.03% | 11,456 | 11,456 | — | $117.30万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $118.06万 | 0.03% | 27,072 | -2,991 | -9.9% | -$13.04万 | 减仓 |
| ARKF | ARK ETF TR | $118.50万 | 0.03% | 30,031 | 30,031 | — | $118.50万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $118.74万 | 0.03% | 12,913 | 12,913 | — | $118.74万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $119.69万 | 0.03% | 10,656 | 0 | 0.0% | — | 不变 |
| USMF | WISDOMTREE TR | $119.93万 | 0.03% | 22,109 | -4,616 | -17.3% | -$25.04万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $120.28万 | 0.03% | 35,543 | -6,409 | -15.3% | -$21.69万 | 减仓 |
| USSG | DBX ETF TR | $120.43万 | 0.03% | 17,339 | 17,339 | — | $120.43万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $121.96万 | 0.03% | 14,756 | 182 | 1.2% | $1.50万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $122.11万 | 0.03% | 23,144 | -2,736 | -10.6% | -$14.44万 | 减仓 |
| CPF | CENTRAL PAC FINL CORP | $122.27万 | 0.03% | 32,007 | 32,007 | — | $122.27万 | 新建仓 |
| EEMV | ISHARES INC | $122.79万 | 0.03% | 16,311 | -179 | -1.1% | -$1.35万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $123.43万 | 0.03% | 20,679 | -444 | -2.1% | -$2.65万 | 减仓 |
| NFLT | ETFIS SER TR I | $123.80万 | 0.03% | 53,944 | 4,448 | 9.0% | $10.21万 | 加仓 |
| OPFI | OPPFI INC | $123.82万 | 0.03% | 124,690 | 17,697 | 16.5% | $17.57万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $125.46万 | 0.03% | 40,669 | 1,911 | 4.9% | $5.90万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $126.54万 | 0.03% | 49,009 | 30,984 | 171.9% | $80.00万 | 加仓 |
| IEF | ISHARES TR | $128.31万 | 0.03% | 13,568 | -1,391 | -9.3% | -$13.15万 | 减仓 |
| NLR | VANECK ETF TRUST | $129.05万 | 0.03% | 11,127 | 40 | 0.4% | $4,639 | 加仓 |
| ETR | ENTERGY CORP NEW | $129.18万 | 0.03% | 11,247 | -1,192 | -9.6% | -$13.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $129.18万 | 0.03% | 14,718 | -936 | -6.0% | -$8.22万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $131.31万 | 0.03% | 73,276 | -1,172 | -1.6% | -$2.10万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $131.83万 | 0.03% | 30,306 | 6,417 | 26.9% | $27.91万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $132.13万 | 0.03% | 11,168 | 58 | 0.5% | $6,862 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $132.35万 | 0.03% | 14,620 | 1,339 | 10.1% | $12.12万 | 加仓 |
| TTE | TOTALENERGIES SE | $133.01万 | 0.03% | 17,105 | 1,132 | 7.1% | $8.80万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $133.29万 | 0.03% | 29,786 | -3,078 | -9.4% | -$13.77万 | 减仓 |
| MOAT | VANECK ETF TRUST | $135.69万 | 0.03% | 13,052 | -104 | -0.8% | -$1.08万 | 减仓 |
| ARTY | ISHARES TR | $135.94万 | 0.03% | 17,849 | -3,492 | -16.4% | -$26.60万 | 减仓 |
| FEOE | RBB FUND TRUST | $137.59万 | 0.03% | 25,765 | -4,838 | -15.8% | -$25.83万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $137.61万 | 0.03% | 44,246 | -4,618 | -9.5% | -$14.36万 | 减仓 |
| MSTR | STRATEGY INC | $137.93万 | 0.03% | 15,866 | 3,563 | 29.0% | $30.97万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $138.08万 | 0.03% | 23,726 | -2,343 | -9.0% | -$13.64万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $139.15万 | 0.03% | 15,336 | 136 | 0.9% | $1.23万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $140.41万 | 0.03% | 10,435 | -123 | -1.2% | -$1.66万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $142.11万 | 0.03% | 19,067 | 1,862 | 10.8% | $13.88万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $142.36万 | 0.03% | 31,118 | -7,726 | -19.9% | -$35.35万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $142.39万 | 0.03% | 11,036 | 965 | 9.6% | $12.45万 | 加仓 |
| PATK | PATRICK INDS INC | $145.82万 | 0.03% | 16,241 | -233 | -1.4% | -$2.09万 | 减仓 |
| MGK | VANGUARD WORLD FD | $145.99万 | 0.03% | 16,607 | 16,607 | — | $145.99万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $150.94万 | 0.04% | 26,096 | 6,155 | 30.9% | $35.60万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $152.74万 | 0.04% | 16,263 | -795 | -4.7% | -$7.47万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $153.38万 | 0.04% | 16,656 | -713 | -4.1% | -$6.57万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $153.61万 | 0.04% | 17,969 | -203 | -1.1% | -$1.74万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $154.33万 | 0.04% | 29,594 | 934 | 3.3% | $4.87万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $156.99万 | 0.04% | 69,927 | -13,791 | -16.5% | -$30.96万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $157.16万 | 0.04% | 67,104 | -5,509 | -7.6% | -$12.90万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $158.73万 | 0.04% | 16,953 | 3,351 | 24.6% | $31.37万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $159.04万 | 0.04% | 22,322 | -481 | -2.1% | -$3.43万 | 减仓 |
| OKLO | OKLO INC | $160.88万 | 0.04% | 30,744 | 1,968 | 6.8% | $10.30万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $162.70万 | 0.04% | 11,129 | -4,204 | -27.4% | -$61.46万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $164.18万 | 0.04% | 24,302 | -1,368 | -5.3% | -$9.24万 | 减仓 |
| CTVA | CORTEVA INC | $164.37万 | 0.04% | 19,409 | -307 | -1.6% | -$2.60万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $167.04万 | 0.04% | 14,150 | -22 | -0.2% | -$2,597 | 减仓 |
| IWR | ISHARES TR | $167.26万 | 0.04% | 15,161 | 1,992 | 15.1% | $21.98万 | 加仓 |
| FTSD | FRANKLIN ETF TR | $167.40万 | 0.04% | 18,495 | -196 | -1.0% | -$1.77万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $168.63万 | 0.04% | 50,656 | -7,573 | -13.0% | -$25.21万 | 减仓 |
| MO | ALTRIA GROUP INC | $169.71万 | 0.04% | 23,587 | -40 | -0.2% | -$2,878 | 减仓 |
| SDY | SPDR SERIES TRUST | $170.11万 | 0.04% | 11,178 | -1,984 | -15.1% | -$30.19万 | 减仓 |
| BILZ | PIMCO ETF TR | $170.75万 | 0.04% | 16,918 | 833 | 5.2% | $8.41万 | 加仓 |
| ENB | ENBRIDGE INC | $170.97万 | 0.04% | 31,538 | 945 | 3.1% | $5.12万 | 加仓 |
| ROKU | ROKU INC | $171.02万 | 0.04% | 12,380 | -10,618 | -46.2% | -$146.68万 | 减仓 |
| SHV | ISHARES TR | $171.70万 | 0.04% | 15,560 | 650 | 4.4% | $7.17万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $174.12万 | 0.04% | 60,022 | -853 | -1.4% | -$2.47万 | 减仓 |
| EEM | ISHARES TR | $176.60万 | 0.04% | 25,814 | 10,383 | 67.3% | $71.03万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $179.76万 | 0.04% | 61,142 | 9,262 | 17.9% | $27.23万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $179.86万 | 0.04% | 27,645 | 2 | 0.0% | $130 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $182.36万 | 0.04% | 36,118 | -8,101 | -18.3% | -$40.90万 | 减仓 |
| FLOT | ISHARES TR | $185.70万 | 0.04% | 36,376 | 906 | 2.6% | $4.63万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $187.37万 | 0.04% | 50,861 | -2,688 | -5.0% | -$9.90万 | 减仓 |
| DX | DYNEX CAP INC | $188.53万 | 0.04% | 143,806 | 70,451 | 96.0% | $92.36万 | 加仓 |
| PFE | PFIZER INC | $191.47万 | 0.05% | 79,512 | -9,413 | -10.6% | -$22.67万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $192.78万 | 0.05% | 56,172 | 6,053 | 12.1% | $20.77万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $192.89万 | 0.05% | 48,067 | -13,551 | -22.0% | -$54.38万 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $196.67万 | 0.05% | 33,908 | -5,732 | -14.5% | -$33.25万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $197.40万 | 0.05% | 106,532 | 12 | 0.0% | $222 | 加仓 |
| REG | REGENCY CTRS CORP | $199.74万 | 0.05% | 25,049 | 25,049 | — | $199.74万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $201.11万 | 0.05% | 46,618 | 10,751 | 30.0% | $46.38万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $202.50万 | 0.05% | 42,029 | -3,377 | -7.4% | -$16.27万 | 减仓 |
| F | FORD MTR CO | $205.21万 | 0.05% | 147,630 | 2,926 | 2.0% | $4.07万 | 加仓 |
| PULS | PGIM ETF TR | $206.45万 | 0.05% | 41,665 | 7,108 | 20.6% | $35.22万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $207.80万 | 0.05% | 30,831 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $208.16万 | 0.05% | 27,791 | -13,039 | -31.9% | -$97.66万 | 减仓 |
| GLDM | WORLD GOLD TR | $208.55万 | 0.05% | 26,259 | -260 | -1.0% | -$2.06万 | 减仓 |
| NEM | NEWMONT CORP | $209.08万 | 0.05% | 22,385 | -570 | -2.5% | -$5.32万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $211.06万 | 0.05% | 23,461 | -7,286 | -23.7% | -$65.55万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $211.26万 | 0.05% | 39,778 | 1,926 | 5.1% | $10.23万 | 加仓 |
| EFA | ISHARES TR | $212.02万 | 0.05% | 20,410 | 9,188 | 81.9% | $95.44万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $213.36万 | 0.05% | 27,559 | 1,009 | 3.8% | $7.81万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $217.05万 | 0.05% | 25,049 | 25,049 | — | $217.05万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $217.24万 | 0.05% | 182,710 | 11,923 | 7.0% | $14.18万 | 加仓 |