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 |
|---|---|---|---|---|---|---|---|---|
| RDIV | INVESCO EXCH TRADED FD TR II | $220.64万 | 0.06% | 39,640 | -1,216 | -3.0% | -$6.77万 | 减仓 |
| NUMV | NUSHARES ETF TR | $222.34万 | 0.06% | 57,350 | 1,239 | 2.2% | $4.80万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $222.73万 | 0.06% | 44,219 | 11,391 | 34.7% | $57.38万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $223.72万 | 0.06% | 58,229 | 31,883 | 121.0% | $122.49万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $226.79万 | 0.06% | 16,771 | 2,129 | 14.5% | $28.79万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $229.22万 | 0.06% | 61,618 | 369 | 0.6% | $1.37万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $229.65万 | 0.06% | 11,038 | -3,003 | -21.4% | -$62.48万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $230.62万 | 0.06% | 55,518 | 5,040 | 10.0% | $20.94万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $231.88万 | 0.06% | 37,852 | 9,670 | 34.3% | $59.24万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $238.44万 | 0.07% | 30,747 | -3,338 | -9.8% | -$25.89万 | 减仓 |
| AMRZ | AMRIZE LTD | $241.06万 | 0.07% | 43,032 | 43,032 | — | $241.06万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $244.80万 | 0.07% | 40,363 | -7,175 | -15.1% | -$43.52万 | 减仓 |
| GLDM | WORLD GOLD TR | $245.81万 | 0.07% | 26,519 | -918 | -3.3% | -$8.51万 | 减仓 |
| NEM | NEWMONT CORP | $248.49万 | 0.07% | 22,955 | -18,815 | -45.0% | -$203.67万 | 减仓 |
| PFE | PFIZER INC | $249.70万 | 0.07% | 88,925 | 1,740 | 2.0% | $4.89万 | 加仓 |
| SO | SOUTHERN CO | $255.88万 | 0.07% | 26,511 | -2,396 | -8.3% | -$23.13万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $257.54万 | 0.07% | 36,207 | 2,297 | 6.8% | $16.34万 | 加仓 |
| ADBE | ADOBE INC | $262.23万 | 0.07% | 10,788 | 10,788 | — | $262.23万 | 新建仓 |
| BA | BOEING CO | $264.42万 | 0.07% | 13,286 | 43 | 0.3% | $8,558 | 加仓 |
| SPTM | SPDR SER TR | $264.95万 | 0.07% | 33,513 | 1,402 | 4.4% | $11.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $265.91万 | 0.07% | 13,553 | 13,553 | — | $265.91万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $267.73万 | 0.07% | 15,333 | 2,055 | 15.5% | $35.88万 | 加仓 |
| — | ISHARES ETHEREUM TR | $270.36万 | 0.08% | 170,787 | 34,103 | 25.0% | $53.99万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $275.36万 | 0.08% | 46,094 | 46,094 | — | $275.36万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $277.06万 | 0.08% | 71,778 | 75 | 0.1% | $2,895 | 加仓 |
| HDV | ISHARES TR | $277.85万 | 0.08% | 20,472 | -38 | -0.2% | -$5,157 | 减仓 |
| ALM | ALMONTY INDS INC | $284.45万 | 0.08% | 196,440 | 196,440 | — | $284.45万 | 新建仓 |
| MRK | MERCK & CO INC | $285.19万 | 0.08% | 23,708 | 448 | 1.9% | $5.39万 | 加仓 |
| IWY | ISHARES TR | $286.96万 | 0.08% | 11,532 | 11,532 | — | $286.96万 | 新建仓 |
| QYLD | GLOBAL X | $293.50万 | 0.08% | 171,137 | 9,956 | 6.2% | $17.07万 | 加仓 |
| TJX | TJX COS INC NEW | $294.26万 | 0.08% | 18,426 | 3,579 | 24.1% | $57.16万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $298.63万 | 0.08% | 40,830 | -5,231 | -11.4% | -$38.26万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $299.57万 | 0.08% | 19,047 | 19,047 | — | $299.57万 | 新建仓 |
| MUB | ISHARES TR | $300.80万 | 0.08% | 28,338 | 2,995 | 11.8% | $31.79万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $302.66万 | 0.08% | 67,850 | 2,890 | 4.4% | $12.89万 | 加仓 |
| UNP | UNION PAC CORP | $303.08万 | 0.08% | 12,492 | 643 | 5.4% | $15.60万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $303.56万 | 0.08% | 58,455 | 2,411 | 4.3% | $12.52万 | 加仓 |
| WMB | WILLIAMS COS INC | $304.01万 | 0.09% | 41,771 | -12,198 | -22.6% | -$88.78万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $306.21万 | 0.09% | 14,332 | -12,662 | -46.9% | -$270.53万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $307.47万 | 0.09% | 12,685 | 1,338 | 11.8% | $32.43万 | 加仓 |
| CCJ | CAMECO CORP | $308.24万 | 0.09% | 28,380 | -44,270 | -60.9% | -$480.82万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $311.21万 | 0.09% | 23,767 | 1,062 | 4.7% | $13.91万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $311.88万 | 0.09% | 21,833 | 1,634 | 8.1% | $23.34万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $312.98万 | 0.09% | 102,015 | 731 | 0.7% | $2.24万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $313.74万 | 0.09% | 16,348 | 16,348 | — | $313.74万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $313.76万 | 0.09% | 158,622 | 71,943 | 83.0% | $142.30万 | 加仓 |
| IWD | ISHARES TR | $317.00万 | 0.09% | 14,836 | -58 | -0.4% | -$1.24万 | 减仓 |
| GE | GE AEROSPACE | $319.14万 | 0.09% | 11,246 | 254 | 2.3% | $7.21万 | 加仓 |
| DGRO | ISHARES TR | $322.31万 | 0.09% | 45,926 | 8,207 | 21.8% | $57.60万 | 加仓 |
| FTNT | FORTINET INC | $324.70万 | 0.09% | 39,733 | -1,276 | -3.1% | -$10.43万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $327.27万 | 0.09% | 16,088 | 1,165 | 7.8% | $23.70万 | 加仓 |
| WINN | HARBOR ETF TRUST | $331.42万 | 0.09% | 119,524 | -57,097 | -32.3% | -$158.32万 | 减仓 |
| — | IMPAX FUNDS SERIES TRUST I | $334.03万 | 0.09% | 130,251 | 130,251 | — | $334.03万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $335.71万 | 0.09% | 45,587 | -46 | -0.1% | -$3,387 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $337.69万 | 0.09% | 22,802 | 2,503 | 12.3% | $37.07万 | 加仓 |
| SPYV | SPDR SER TR | $341.07万 | 0.10% | 60,280 | -16,067 | -21.0% | -$90.91万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $341.10万 | 0.10% | 44,195 | -5,257 | -10.6% | -$40.57万 | 减仓 |
| IAGG | ISHARES TR | $343.25万 | 0.10% | 68,591 | 3,051 | 4.7% | $15.27万 | 加仓 |
| MFC | MANULIFE FINL CORP | $344.12万 | 0.10% | 99,919 | -512 | -0.5% | -$1.76万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $344.29万 | 0.10% | 12,329 | 1,491 | 13.8% | $41.64万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $345.23万 | 0.10% | 57,751 | -405 | -0.7% | -$2.42万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $350.55万 | 0.10% | 82,406 | 14,363 | 21.1% | $61.10万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $353.62万 | 0.10% | 70,132 | 2,609 | 3.9% | $13.15万 | 加仓 |
| T | AT&T INC | $357.80万 | 0.10% | 123,422 | 24,570 | 24.9% | $71.23万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $360.76万 | 0.10% | 43,734 | -9,967 | -18.6% | -$82.22万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $361.05万 | 0.10% | 75,963 | -4,589 | -5.7% | -$21.81万 | 减仓 |
| ADSK | AUTODESK INC | $368.71万 | 0.10% | 15,402 | -1,968 | -11.3% | -$47.11万 | 减仓 |
| BAC | BANK AMERICA CORP | $368.81万 | 0.10% | 75,653 | -11,542 | -13.2% | -$56.27万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $369.59万 | 0.10% | 173,191 | 19,039 | 12.4% | $40.63万 | 加仓 |
| ABBV | ABBVIE INC | $371.45万 | 0.10% | 17,079 | -8 | -0.0% | -$1,740 | 减仓 |
| ANET | ARISTA NETWORKS INC | $373.30万 | 0.10% | 30,404 | 1,897 | 6.7% | $23.29万 | 加仓 |
| RDVY | FIRST TR EXCHANGE-TRADED FD | $378.49万 | 0.11% | 55,432 | 3,465 | 6.7% | $23.66万 | 加仓 |
| BOND | PIMCO ETF TR | $386.32万 | 0.11% | 41,864 | -311 | -0.7% | -$2.87万 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $388.09万 | 0.11% | 13,360 | 397 | 3.1% | $11.53万 | 加仓 |
| PEP | PEPSICO INC | $389.40万 | 0.11% | 25,076 | 810 | 3.3% | $12.58万 | 加仓 |
| KO | COCA COLA CO | $393.67万 | 0.11% | 51,764 | 3,549 | 7.4% | $26.99万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $400.35万 | 0.11% | 72,109 | 1,836 | 2.6% | $10.19万 | 加仓 |
| ABNB | AIRBNB INC | $405.52万 | 0.11% | 32,113 | 955 | 3.1% | $12.06万 | 加仓 |
| — | AMPLIFY ETF TR | $407.19万 | 0.11% | 61,623 | 431 | 0.7% | $2.85万 | 加仓 |
| CLS | CELESTICA INC | $410.75万 | 0.11% | 14,582 | 379 | 2.7% | $10.68万 | 加仓 |
| AMGN | AMGEN INC | $412.15万 | 0.12% | 11,714 | 11,714 | — | $412.15万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $416.49万 | 0.12% | 110,066 | -20,384 | -15.6% | -$77.13万 | 减仓 |
| TMFC | RBB FD INC | $417.88万 | 0.12% | 63,343 | 2,231 | 3.7% | $14.72万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $432.29万 | 0.12% | 119,343 | 276 | 0.2% | $9,997 | 加仓 |
| APH | AMPHENOL CORP NEW | $442.50万 | 0.12% | 35,022 | 1,405 | 4.2% | $17.75万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $444.55万 | 0.12% | 37,474 | -4,991 | -11.8% | -$59.21万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $445.40万 | 0.12% | 88,726 | 9,934 | 12.6% | $49.87万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $446.48万 | 0.12% | 23,146 | 2,048 | 9.7% | $39.51万 | 加仓 |
| SGOL | ABRDN GOLD ETF TRUST | $456.36万 | 0.13% | 102,278 | 6,157 | 6.4% | $27.47万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $464.20万 | 0.13% | 296,610 | 296,610 | — | $464.20万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $464.54万 | 0.13% | 28,976 | -4,840 | -14.3% | -$77.59万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $470.74万 | 0.13% | 21,889 | 2,074 | 10.5% | $44.60万 | 加仓 |
| MBB | ISHARES TR | $472.07万 | 0.13% | 49,717 | 1,921 | 4.0% | $18.24万 | 加仓 |
| QCOM | QUALCOMM INC | $477.07万 | 0.13% | 37,045 | 991 | 2.7% | $12.76万 | 加仓 |
| SPSM | SPDR SER TR | $478.10万 | 0.13% | 98,944 | -29,016 | -22.7% | -$140.21万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $478.16万 | 0.13% | 30,412 | 6,072 | 24.9% | $95.47万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $478.58万 | 0.13% | 145,234 | 7,937 | 5.8% | $26.15万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $481.51万 | 0.13% | 77,289 | 77,289 | — | $481.51万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $485.06万 | 0.14% | 87,810 | 1,491 | 1.7% | $8.24万 | 加仓 |
| IJR | ISHARES TR | $486.55万 | 0.14% | 39,140 | 3,887 | 11.0% | $48.32万 | 加仓 |