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 |
|---|---|---|---|---|---|---|---|---|
| MISL | FIRST TR EXCHANGE-TRADED FD | $1,829.80万 | 0.51% | 409,261 | 7,566 | 1.9% | $33.83万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $1,839.13万 | 0.51% | 28,280 | -50,016 | -63.9% | -$3,252.68万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1,851.27万 | 0.52% | 54,780 | 6,126 | 12.6% | $207.03万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,900.73万 | 0.53% | 32,931 | 316 | 1.0% | $18.24万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $1,912.30万 | 0.54% | 129,674 | 2,139 | 1.7% | $31.54万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,941.26万 | 0.54% | 475,451 | 14,578 | 3.2% | $59.52万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,978.00万 | 0.55% | 39,587 | -1,153 | -2.8% | -$57.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,016.92万 | 0.56% | 548,673 | 25,350 | 4.8% | $93.19万 | 加仓 |
| NFLX | NETFLIX INC | $2,036.18万 | 0.57% | 211,770 | 9,077 | 4.5% | $87.28万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,071.26万 | 0.58% | 257,044 | 6,786 | 2.7% | $54.68万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,080.76万 | 0.58% | 188,356 | -4,695 | -2.4% | -$51.87万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $2,092.27万 | 0.59% | 455,933 | 14,165 | 3.2% | $65.00万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,109.62万 | 0.59% | 427,308 | -103,937 | -19.6% | -$513.14万 | 减仓 |
| MDYV | SPDR SERIES TRUST S&P 400 MDCP VAL ETF | $2,118.20万 | 0.59% | 248,762 | 7,942 | 3.3% | $67.63万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,202.27万 | 0.62% | 136,171 | 1,089 | 0.8% | $17.61万 | 加仓 |
| IEFA | ISHARES TR | $2,266.13万 | 0.63% | 250,319 | 8,314 | 3.4% | $75.27万 | 加仓 |
| JPST | JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF | $2,285.19万 | 0.64% | 451,530 | -230,660 | -33.8% | -$1,167.37万 | 减仓 |
| JPM | JPMORGAN CHASE | $2,468.99万 | 0.69% | 83,934 | 9,143 | 12.2% | $268.95万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,504.87万 | 0.70% | 188,477 | -1,436 | -0.8% | -$19.08万 | 减仓 |
| TSLA | TESLA INC | $2,551.06万 | 0.71% | 68,623 | -575 | -0.8% | -$21.38万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,681.33万 | 0.75% | 525,958 | 32,908 | 6.7% | $167.76万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2,719.15万 | 0.76% | 684,407 | -6,036 | -0.9% | -$23.98万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,877.17万 | 0.81% | 339,130 | 151 | 0.0% | $1.28万 | 加仓 |
| MDYG | SPDR SERIES TRUST S&P 400 MDCP GRW ETF | $2,931.38万 | 0.82% | 305,480 | 29,295 | 10.6% | $281.11万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $2,937.76万 | 0.82% | 640,455 | 12,596 | 2.0% | $57.78万 | 加仓 |
| IWF | ISHARES TR | $2,940.03万 | 0.82% | 68,950 | 1,493 | 2.2% | $63.66万 | 加仓 |
| V | VISA INC | $3,024.55万 | 0.85% | 100,071 | -3,403 | -3.3% | -$102.85万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $3,051.18万 | 0.85% | 862,647 | 28,126 | 3.4% | $99.48万 | 加仓 |
| USFR | WISDOMTREE TR | $3,102.61万 | 0.87% | 616,330 | 242,214 | 64.7% | $1,219.31万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,149.13万 | 0.88% | 438,902 | 9,057 | 2.1% | $64.98万 | 加仓 |
| IVV | ISHARES TR | $3,219.44万 | 0.90% | 49,286 | -20,271 | -29.1% | -$1,324.13万 | 减仓 |
| META | META PLATFORMS INC | $3,286.74万 | 0.92% | 57,448 | 2,854 | 5.2% | $163.28万 | 加仓 |
| BIL | SPDR SER TR | $3,355.41万 | 0.94% | 366,152 | 26,108 | 7.7% | $239.25万 | 加仓 |
| PWRD | TCW ETF TRUST | $3,557.68万 | 1.00% | 363,898 | 4,059 | 1.1% | $39.68万 | 加仓 |
| SLYV | SPDR SERIES TRUST S&P 600 SMCP VAL ETF | $3,600.14万 | 1.01% | 380,646 | 10,447 | 2.8% | $98.81万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $3,801.01万 | 1.06% | 1,867,814 | 1,867,814 | — | $3,801.01万 | 新建仓 |
| HYMB | SPDR SER TR | $4,081.18万 | 1.14% | 1,645,639 | 196,346 | 13.5% | $486.94万 | 加仓 |
| SLYG | SPDR SERIES TRUST S&P 600 SMCP GRW ETF | $4,190.48万 | 1.17% | 433,708 | 33,856 | 8.5% | $327.12万 | 加仓 |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | $4,209.61万 | 1.18% | 1,691,285 | 1,691,285 | — | $4,209.61万 | 新建仓 |
| HDEF | DBX ETF TR | $4,323.94万 | 1.21% | 1,334,137 | -7,765 | -0.6% | -$25.17万 | 减仓 |
| TMB | THORNBURG ETF TR | $4,434.04万 | 1.24% | 1,738,123 | 1,738,123 | — | $4,434.04万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,660.36万 | 1.30% | 97,253 | -1,565 | -1.6% | -$74.99万 | 减仓 |
| SPEM | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF | $4,779.88万 | 1.34% | 1,018,948 | 28,455 | 2.9% | $133.48万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,794.64万 | 1.34% | 431,250 | 3,154 | 0.7% | $35.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,996.56万 | 1.40% | 134,980 | 10,435 | 8.4% | $386.27万 | 加仓 |
| GOOGL | ALPHABET INC | $4,999.47万 | 1.40% | 173,859 | 3,847 | 2.3% | $110.62万 | 加仓 |
| MUNI | PIMCO ETF TRUST INTER MUN BD ACT ETF | $5,024.75万 | 1.41% | 962,779 | 98,234 | 11.4% | $512.68万 | 加仓 |
| SNPE | DBX ETF TR | $5,706.28万 | 1.60% | 958,234 | -3,472 | -0.4% | -$20.68万 | 减仓 |
| AMZN | AMAZON COM INC | $6,074.12万 | 1.70% | 291,646 | 21,137 | 7.8% | $440.22万 | 加仓 |
| — | DBX ETF TR | $6,176.99万 | 1.73% | 1,742,321 | 89,838 | 5.4% | $318.50万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $6,835.10万 | 1.91% | 1,733,916 | 35,061 | 2.1% | $138.21万 | 加仓 |
| AAPL | APPLE INC | $8,052.50万 | 2.25% | 317,290 | -3,700 | -1.2% | -$93.90万 | 减仓 |
| SPYM | SPDR SER TR | $8,871.75万 | 2.48% | 1,159,101 | 46,600 | 4.2% | $356.68万 | 加仓 |
| PYLD | PIMCO ETF TR | $8,908.65万 | 2.49% | 3,400,247 | -85,927 | -2.5% | -$225.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9,740.47万 | 2.73% | 558,514 | -41,393 | -6.9% | -$721.89万 | 减仓 |