13F 机构持仓

WCG Wealth Advisors LLC

LAS VEGAS NV · SEC CIK 0001855713

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$42.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 2.7%
PYLD 2.5%
SPYM 2.5%
AAPL 2.3%
RODM 1.9%
DBX ETF TR 1.7%
AMZN 1.7%
SNPE 1.6%
MUNI 1.4%
GOOGL 1.4%

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
KWEB KRANESHARES TRUST $00.00%0 -220,051-100.0% -$749.28万 清仓
SE SEA LTD $00.00%0 -53,058-100.0% -$676.86万 清仓
VEEV VEEVA SYS INC $00.00%0 —— — 申报中断
TOST TOAST INC $00.00%0 -165,435-100.0% -$587.46万 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -14,959-100.0% -$368.43万 清仓
AZN ASTRAZENECA PLC $00.00%0 -17,942-100.0% -$329.87万 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 -10,450-100.0% -$326.63万 清仓
IHI ISHARES TR $00.00%0 -36,902-100.0% -$229.35万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -10,682-100.0% -$165.36万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -14,402-100.0% -$137.32万 清仓
ONEQ FIDELITY COMWLTH TR $00.00%0 -12,620-100.0% -$115.34万 清仓
IETC ISHARES U S ETF TR $00.00%0 -11,105-100.0% -$112.81万 清仓
SII SPROTT INC $00.00%0 -10,100-100.0% -$98.90万 清仓
IHAK ISHARES TR $00.00%0 -19,462-100.0% -$93.65万 清仓
BLOK AMPLIFY ETF TR $00.00%0 —— — 申报中断
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -11,214-100.0% -$73.46万 清仓
ZROZ PIMCO ETF TR $00.00%0 -10,733-100.0% -$68.96万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 —— — 申报中断
CPNG COUPANG INC $00.00%0 -28,047-100.0% -$66.16万 清仓
JQUA J P MORGAN EXCHANGE TRADED F $00.00%0 -10,080-100.0% -$63.69万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -10,585-100.0% -$61.80万 清仓
XVV ISHARES TR $00.00%0 -10,024-100.0% -$52.83万 清仓
PDX PIMCO DYNAMIC INCOME STRATEG $00.00%0 -23,981-100.0% -$45.04万 清仓
SPTI SPDR SERIES TRUST $00.00%0 -15,452-100.0% -$44.56万 清仓
— TEVA PHARMACEUTICAL INDS LTD $00.00%0 -12,342-100.0% -$38.52万 清仓
— FIDELITY COVINGTON TRUST $00.00%0 -12,204-100.0% -$36.27万 清仓
UCON FIRST TR EXCHNG TRADED FD VI $00.00%0 -14,029-100.0% -$35.31万 清仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 -11,841-100.0% -$34.66万 清仓
MICC MAGNUM ICE CREAM CO NV $00.00%0 -18,840-100.0% -$29.86万 清仓
SPMB SPDR SERIES TRUST $00.00%0 -13,237-100.0% -$29.67万 清仓
ARKX ARK ETF TR $00.00%0 —— — 申报中断
ACHR ARCHER AVIATION INC $00.00%0 —— — 申报中断
RXRX RECURSION PHARMACEUTICALS IN $00.00%0 —— — 申报中断
PAGP PLAINS GP HLDGS L P $00.00%0 -12,653-100.0% -$24.22万 清仓
OSCR OSCAR HEALTH INC $00.00%0 -16,488-100.0% -$23.69万 清仓
BITQ BITWISE FUNDS TRUST $00.00%0 —— — 申报中断
BSCR INVESCO EXCH TRD SLF IDX FD $20.85万0.01%10,623 -593-5.3% -$1.16万 减仓
PFFA ETFIS SER TR I $21.04万0.01%10,333 -489-4.5% -$9,956 减仓
MLN VANECK ETF TRUST $21.50万0.01%12,327 12,327— $21.50万 新建仓
RIVN RIVIAN AUTOMOTIVE INC $22.79万0.01%15,142 1501.0% $2,258 加仓
PGX INVESCO EXCH TRADED FD TR II $22.85万0.01%21,001 -1,085-4.9% -$1.18万 减仓
— PEAKSTONE REALTY TRUST $23.34万0.01%11,172 11,172— $23.34万 新建仓
U UNITY SOFTWARE INC $23.56万0.01%10,737 10,737— $23.56万 新建仓
PDBC INVESCO ACTVELY MNGD ETC FD $24.29万0.01%14,022 14,022— $24.29万 新建仓
FSSL FS SPECIALTY LENDING FD $24.51万0.01%19,595 -14,534-42.6% -$18.18万 减仓
SERV SERVE ROBOTICS INC $25.04万0.01%29,670 -892-2.9% -$7,529 减仓
SONY SONY GROUP CORP $25.37万0.01%12,254 -7-0.1% -$145 减仓
— GRANITESHARES PLATINUM TR $26.28万0.01%13,900 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $26.91万0.01%16,380 2,52118.2% $4.14万 加仓
— VANECK ETF TRUST $27.91万0.01%10,838 -540-4.7% -$1.39万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $29.37万0.01%12,797 -1,915-13.0% -$4.39万 减仓
IONQ IONQ INC $30.40万0.01%10,545 10,545— $30.40万 新建仓
SCHX SCHWAB STRATEGIC TR $30.81万0.01%12,016 12,016— $30.81万 新建仓
MSIF MSC INCOME FUND INC $32.26万0.01%26,483 2,44110.2% $2.97万 加仓
JOBY JOBY AVIATION INC $32.60万0.01%39,467 7,17122.2% $5.92万 加仓
NIO NIO INC $33.03万0.01%54,775 -774-1.4% -$4,667 减仓
STWD STARWOOD PPTY TR INC $33.05万0.01%19,192 -272-1.4% -$4,684 减仓
MMIT NEW YORK LIFE INVTS ACTIVE E $33.54万0.01%13,913 -71-0.5% -$1,711 减仓
FSCO FS CREDIT OPPORTUNITIES CORP $33.85万0.01%66,374 -6,790-9.3% -$3.46万 减仓
DBX DROPBOX INC $34.11万0.01%15,014 -24,464-62.0% -$55.58万 减仓
BUFZ FIRST TR EXCHNG TRADED FD VI $34.68万0.01%13,200 00.0% — 不变
PFFD GLOBAL X $35.71万0.01%19,409 230.1% $423 加仓
SILJ AMPLIFY ETF TR $36.48万0.01%12,276 -675-5.2% -$2.01万 减仓
OAKM HARRIS OAKMARK ETF TRUST $36.68万0.01%13,305 -22,034-62.4% -$60.74万 减仓
BIT BLACKROCK MULTI SECTOR INC T $36.78万0.01%29,375 00.0% — 不变
GGN GAMCO GLOBAL GOLD NAT RES & $37.24万0.01%70,000 -10,000-12.5% -$5.32万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $37.36万0.01%13,342 1,72214.8% $4.82万 加仓
FELG FIDELITY COVINGTON TRUST $37.51万0.01%10,005 10,005— $37.51万 新建仓
RHI ROBERT HALF INC. $38.90万0.01%15,315 15,315— $38.90万 新建仓
EOI EATON VANCE ENHANCED EQUITY $39.20万0.01%20,874 00.0% — 不变
SOUN SOUNDHOUND AI INC $39.35万0.01%57,276 2,0783.8% $1.43万 加仓
HYEM VANECK ETF TRUST $39.59万0.01%20,064 -1,167-5.5% -$2.30万 减仓
FPE FIRST TR EXCH TRADED FD III $40.89万0.01%23,036 -1,476-6.0% -$2.62万 减仓
AVK ADVENT CONV & INCOME FD $41.02万0.01%36,752 00.0% — 不变
INCM FRANKLIN TEMPLETON ETF TR $41.21万0.01%14,333 330.2% $949 加仓
SOFI SOFI TECHNOLOGIES INC $41.24万0.01%25,972 -13,327-33.9% -$21.16万 减仓
— FRANKLIN TEMPLETON DIGITAL H $41.29万0.01%10,536 -5,817-35.6% -$22.80万 减仓
— EATON VANCE RISK-MANAGED DIV $41.78万0.01%51,136 4500.9% $3,676 加仓
DXYZ DESTINY TECH100 INC $41.94万0.01%15,660 15,660— $41.94万 新建仓
PHYS SPROTT ASSET MANAGEMENT LP $42.88万0.01%12,100 8707.7% $3.08万 加仓
FMDE FIDELITY COVINGTON TRUST $43.07万0.01%11,977 11,977— $43.07万 新建仓
KHPI MANAGED PORTFOLIO SERIES $43.64万0.01%18,025 18,025— $43.64万 新建仓
CSQ CALAMOS STRATEGIC TOTAL RETU $43.98万0.01%25,688 00.0% — 不变
HEGD LISTED FDS TR $44.48万0.01%18,009 4022.3% $9,929 加仓
ETG EATON VANCE TX ADV GLBL DIV $44.68万0.01%22,209 00.0% — 不变
XNEAX NUVEEN AMT FREE QLTY MUN INC $45.90万0.01%40,870 00.0% — 不变
JHSC JOHN HANCOCK EXCHANGE TRADED $46.19万0.01%10,769 1351.3% $5,790 加仓
PDI PIMCO DYNAMIC INCOME FD $46.26万0.01%27,038 9763.7% $1.67万 加仓
XYLD GLOBAL X FDS $46.46万0.01%11,873 620.5% $2,426 加仓
DNP DNP SELECT INCOME FD INC $46.49万0.01%45,138 00.0% — 不变
CART MAPLEBEAR INC $46.63万0.01%12,447 -438-3.4% -$1.64万 减仓
SPDW SPDR INDEX SHS FDS $46.84万0.01%10,260 -6,197-37.7% -$28.29万 减仓
JD JD.COM INC $47.15万0.01%15,947 15,947— $47.15万 新建仓
SFLR INNOVATOR ETFS TRUST $47.76万0.01%13,488 -2,010-13.0% -$7.12万 减仓
— GRANITESHARES ETF TR $48.02万0.01%18,282 -1,120-5.8% -$2.94万 减仓
GOVT ISHARES TR $48.04万0.01%20,967 3,77121.9% $8.64万 加仓
BDJ BLACKROCK ENHANCED EQUITY DI $48.28万0.01%56,009 00.0% — 不变
VSH VISHAY INTERTECHNOLOGY INC $48.66万0.01%27,034 27,034— $48.66万 新建仓
FCAL FIRST TR EXCH TRADED FD III $49.23万0.01%10,070 -696-6.5% -$3.40万 减仓
NOK NOKIA CORP $49.44万0.01%61,495 61,495— $49.44万 新建仓