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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $490.09万 | 0.14% | 72,573 | 5,625 | 8.4% | $37.99万 | 加仓 |
| MTUM | ISHARES TR | $490.99万 | 0.14% | 20,457 | 4,250 | 26.2% | $102.00万 | 加仓 |
| SNY | SANOFI | $495.98万 | 0.14% | 102,944 | 41,689 | 68.1% | $200.86万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $503.98万 | 0.14% | 21,210 | 1,519 | 7.7% | $36.09万 | 加仓 |
| AZN | ASTRAZENECA PLC | $508.00万 | 0.14% | 25,758 | 25,758 | — | $508.00万 | 新建仓 |
| RKT | ROCKET COS INC | $508.61万 | 0.14% | 356,916 | 68,995 | 24.0% | $98.32万 | 加仓 |
| CVX | CHEVRON CORP NEW | $515.40万 | 0.14% | 24,911 | 237 | 1.0% | $4.90万 | 加仓 |
| D | DOMINION ENERGY INC | $532.11万 | 0.15% | 86,074 | 14,592 | 20.4% | $90.21万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $537.26万 | 0.15% | 89,365 | -18,454 | -17.1% | -$110.95万 | 减仓 |
| UL | UNILEVER PLC | $549.01万 | 0.15% | 96,368 | 2,898 | 3.1% | $16.51万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $555.57万 | 0.16% | 121,225 | -4,888 | -3.9% | -$22.40万 | 减仓 |
| OKE | ONEOK INC NEW | $560.76万 | 0.16% | 62,038 | -10,272 | -14.2% | -$92.85万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $561.51万 | 0.16% | 38,875 | 11,089 | 39.9% | $160.17万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $564.12万 | 0.16% | 546,100 | 12,626 | 2.4% | $13.04万 | 加仓 |
| INTC | INTEL CORP | $566.75万 | 0.16% | 128,427 | 1,067 | 0.8% | $4.71万 | 加仓 |
| CRM | SALESFORCE INC | $568.62万 | 0.16% | 30,462 | -7,442 | -19.6% | -$138.92万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $575.56万 | 0.16% | 45,876 | -1,266 | -2.7% | -$15.88万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $580.10万 | 0.16% | 86,428 | 73,774 | 583.0% | $495.17万 | 加仓 |
| SPYG | SPDR SER TR | $583.10万 | 0.16% | 59,555 | -11,534 | -16.2% | -$112.93万 | 减仓 |
| IQV | IQVIA HLDGS INC | $593.24万 | 0.17% | 34,786 | 1,204 | 3.6% | $20.53万 | 加仓 |
| NVS | NOVARTIS AG | $595.12万 | 0.17% | 38,960 | 1,255 | 3.3% | $19.17万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $596.83万 | 0.17% | 97,761 | 384 | 0.4% | $2.34万 | 加仓 |
| TLH | ISHARES TR | $600.09万 | 0.17% | 59,578 | 1,826 | 3.2% | $18.39万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $610.13万 | 0.17% | 17,777 | 350 | 2.0% | $12.01万 | 加仓 |
| QUAL | ISHARES TR | $616.75万 | 0.17% | 32,153 | -19,773 | -38.1% | -$379.28万 | 减仓 |
| IWM | ISHARES TR | $618.04万 | 0.17% | 24,921 | 2,624 | 11.8% | $65.07万 | 加仓 |
| MINT | PIMCO ETF TR | $624.83万 | 0.17% | 62,129 | 6,844 | 12.4% | $68.83万 | 加仓 |
| SBUX | STARBUCKS CORP | $628.14万 | 0.18% | 70,113 | 2,515 | 3.7% | $22.53万 | 加仓 |
| DOW | DOW HLDGS INC | $631.49万 | 0.18% | 151,619 | 151,619 | — | $631.49万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $632.67万 | 0.18% | 74,854 | -2,508 | -3.2% | -$21.20万 | 减仓 |
| DIS | DISNEY WALT CO | $642.75万 | 0.18% | 66,689 | 3,288 | 5.2% | $31.69万 | 加仓 |
| IAU | ISHARES GOLD TR | $651.80万 | 0.18% | 73,932 | 4,557 | 6.6% | $40.18万 | 加仓 |
| ADI | ANALOG DEVICES INC | $653.21万 | 0.18% | 20,532 | -3,785 | -15.6% | -$120.42万 | 减仓 |
| MDT | MEDTRONIC PLC | $663.19万 | 0.19% | 76,536 | 8,756 | 12.9% | $75.87万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $664.54万 | 0.19% | 186,722 | -33,567 | -15.2% | -$119.46万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $673.28万 | 0.19% | 84,573 | -13,654 | -13.9% | -$108.70万 | 减仓 |
| NULG | NUSHARES ETF TR | $679.63万 | 0.19% | 74,734 | 1,513 | 2.1% | $13.76万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $695.87万 | 0.19% | 91,310 | 91,310 | — | $695.87万 | 新建仓 |
| GRNY | TIDAL TRUST I | $717.13万 | 0.20% | 300,430 | 185,880 | 162.3% | $443.70万 | 加仓 |
| HD | HOME DEPOT INC | $718.59万 | 0.20% | 21,849 | 738 | 3.5% | $24.27万 | 加仓 |
| ITA | ISHARES TR | $718.90万 | 0.20% | 32,863 | -487 | -1.5% | -$10.65万 | 减仓 |
| COP | CONOCOPHILLIPS | $741.71万 | 0.21% | 56,190 | 2,846 | 5.3% | $37.57万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $753.18万 | 0.21% | 30,812 | -3,577 | -10.4% | -$87.44万 | 减仓 |
| CSCO | CISCO SYS INC. | $759.31万 | 0.21% | 97,862 | -9,444 | -8.8% | -$73.28万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $775.23万 | 0.22% | 111,866 | 48,256 | 75.9% | $334.42万 | 加仓 |
| COR | CENCORA INC | $801.57万 | 0.22% | 25,517 | 502 | 2.0% | $15.77万 | 加仓 |
| EMNT | PIMCO ETF TR | $803.06万 | 0.22% | 81,178 | -1,212 | -1.5% | -$11.99万 | 减仓 |
| AGG | ISHARES TR | $819.05万 | 0.23% | 82,507 | -43,682 | -34.6% | -$433.63万 | 减仓 |
| SHOP | SHOPIFY INC | $823.02万 | 0.23% | 69,383 | -1,766 | -2.5% | -$20.95万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $830.34万 | 0.23% | 25,883 | -11 | -0.0% | -$3,529 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $841.69万 | 0.24% | 17,736 | 176 | 1.0% | $8.35万 | 加仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $882.04万 | 0.25% | 53,921 | 17,309 | 47.3% | $283.14万 | 加仓 |
| ANGL | VANECK ETF TRUST | $896.23万 | 0.25% | 312,057 | 15,525 | 5.2% | $44.59万 | 加仓 |
| OEF | ISHARES TR | $900.59万 | 0.25% | 28,312 | -32 | -0.1% | -$1.02万 | 减仓 |
| HYLB | DBX ETF TR | $908.16万 | 0.25% | 251,151 | 2,476 | 1.0% | $8.95万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $909.08万 | 0.25% | 230,263 | -10,697 | -4.4% | -$42.23万 | 减仓 |
| GLD | SPDR GOLD TR | $911.63万 | 0.26% | 21,187 | 559 | 2.7% | $24.05万 | 加仓 |
| CAT | CATERPILLAR INC | $911.88万 | 0.26% | 12,871 | -509 | -3.8% | -$36.06万 | 减仓 |
| EFV | ISHARES TR | $916.35万 | 0.26% | 123,242 | -15,966 | -11.5% | -$118.71万 | 减仓 |
| PAVE | GLOBAL X FDS | $922.44万 | 0.26% | 181,548 | 36,543 | 25.2% | $185.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $947.24万 | 0.27% | 28,038 | 2,434 | 9.5% | $82.23万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $954.08万 | 0.27% | 126,889 | -31,307 | -19.8% | -$235.40万 | 减仓 |
| SPHY | SPDR HIGH | $978.99万 | 0.27% | 419,806 | 22,098 | 5.6% | $51.53万 | 加仓 |
| NUSC | NUSHARES ETF TR | $1,000.33万 | 0.28% | 222,001 | 387 | 0.2% | $1.74万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,010.18万 | 0.28% | 40,314 | 2,271 | 6.0% | $56.91万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,040.43万 | 0.29% | 144,645 | 44,014 | 43.7% | $316.59万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,093.64万 | 0.31% | 100,353 | -9,268 | -8.5% | -$101.00万 | 减仓 |
| APP | APPLOVIN CORP | $1,096.45万 | 0.31% | 27,549 | 823 | 3.1% | $32.76万 | 加仓 |
| IEMG | ISHARES INC | $1,097.67万 | 0.31% | 157,363 | 16,376 | 11.6% | $114.23万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $1,116.65万 | 0.31% | 11,207 | 621 | 5.9% | $61.88万 | 加仓 |
| SMLF | ISHARES TR | $1,134.88万 | 0.32% | 150,336 | 3,996 | 2.7% | $30.17万 | 加仓 |
| ORCL | ORACLE CORP | $1,139.58万 | 0.32% | 77,465 | 3,110 | 4.2% | $45.75万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,143.44万 | 0.32% | 69,157 | 2,542 | 3.8% | $42.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,161.28万 | 0.32% | 29,745 | 11,359 | 61.8% | $443.47万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,166.07万 | 0.33% | 345,296 | 19,455 | 6.0% | $65.70万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,193.31万 | 0.33% | 205,094 | 5,825 | 2.9% | $33.89万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,266.23万 | 0.35% | 157,081 | 26,466 | 20.3% | $213.34万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,269.48万 | 0.36% | 21,245 | 1,466 | 7.4% | $87.60万 | 加仓 |
| GOOG | ALPHABET INC | $1,281.44万 | 0.36% | 44,671 | -2,243 | -4.8% | -$64.34万 | 减仓 |
| IEI | ISHARES TR | $1,284.03万 | 0.36% | 108,266 | -252,718 | -70.0% | -$2,997.22万 | 减仓 |
| HTRB | HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF | $1,299.26万 | 0.36% | 385,079 | -1,478,960 | -79.3% | -$4,990.01万 | 减仓 |
| IVW | ISHARES TR | $1,299.50万 | 0.36% | 114,881 | 10,292 | 9.8% | $116.42万 | 加仓 |
| NUDM | NUSHARES ETF TR | $1,349.41万 | 0.38% | 373,696 | 4,563 | 1.2% | $16.48万 | 加仓 |
| FRDM | EA SER | $1,360.52万 | 0.38% | 248,950 | -8,289 | -3.2% | -$45.30万 | 减仓 |
| IVE | ISHARES TR | $1,387.12万 | 0.39% | 65,691 | 13,316 | 25.4% | $281.18万 | 加仓 |
| IYW | ISHARES TR | $1,391.55万 | 0.39% | 76,703 | -11,966 | -13.5% | -$217.09万 | 减仓 |
| CLIP | GLOBAL X FDS | $1,461.75万 | 0.41% | 145,651 | 145,651 | — | $1,461.75万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $1,492.55万 | 0.42% | 43,669 | 977 | 2.3% | $33.39万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1,492.93万 | 0.42% | 74,342 | 74,342 | — | $1,492.93万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,493.53万 | 0.42% | 144,484 | 4,757 | 3.4% | $49.17万 | 加仓 |
| — | EXXON MOBIL CORP | $1,525.33万 | 0.43% | 89,905 | 1,105 | 1.2% | $18.75万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1,621.00万 | 0.45% | 69,266 | -2,201 | -3.1% | -$51.51万 | 减仓 |
| AVGO | BROADCOM INC | $1,676.98万 | 0.47% | 54,182 | 8,300 | 18.1% | $256.89万 | 加仓 |
| NUBD | NUSHARES ETF TR | $1,690.32万 | 0.47% | 761,062 | 16,880 | 2.3% | $37.49万 | 加仓 |
| IUSB | ISHARES TR | $1,690.70万 | 0.47% | 366,023 | -2,669 | -0.7% | -$12.33万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $1,693.61万 | 0.47% | 503,148 | 271 | 0.1% | $9,122 | 加仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $1,707.17万 | 0.48% | 303,823 | 8,936 | 3.0% | $50.21万 | 加仓 |
| WMT | WALMART INC | $1,743.40万 | 0.49% | 140,280 | 3,602 | 2.6% | $44.77万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,773.61万 | 0.50% | 121,248 | 24,499 | 25.3% | $358.37万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,806.93万 | 0.51% | 192,267 | -1,126 | -0.6% | -$10.58万 | 减仓 |