13F 机构持仓

WCG Wealth Advisors LLC

LAS VEGAS NV · SEC CIK 0001855713

2026Q22026Q1 更早 9 个季度 🔒
$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
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

PYLD 3.4%
NVDA 2.8%
SPYM 2.2%
AAPL 2.1%
DBX ETF TR 1.8%
RODM 1.7%
MUNI 1.7%
IVV 1.7%
AMZN 1.7%
GOOGL 1.4%

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
PYLD PIMCO ETF TR $1.43亿3.40%5,410,406 2,010,15959.1% $5,330.94万 加仓
NVDA NVIDIA CORPORATION $1.17亿2.77%583,422 24,9084.5% $498.38万 加仓
SPYM SPDR SERIES TRUST $9,396.07万2.23%1,069,193 -89,908-7.8% -$790.11万 减仓
AAPL APPLE INC $8,993.88万2.13%310,820 -6,470-2.0% -$187.22万 减仓
— DBX ETF TR $7,510.20万1.78%1,926,232 183,91110.6% $717.05万 加仓
RODM LATTICE STRATEGIES TR $7,166.32万1.70%1,773,405 39,4892.3% $159.57万 加仓
MUNI PIMCO ETF TR $7,151.66万1.70%1,359,631 396,85241.2% $2,087.44万 加仓
IVV ISHARES TR $7,122.71万1.69%95,110 45,82493.0% $3,431.72万 加仓
AMZN AMAZON COM INC $7,114.38万1.69%298,497 6,8512.3% $163.29万 加仓
GOOGL ALPHABET INC $5,976.92万1.42%167,248 -6,611-3.8% -$236.26万 减仓
AVUS AMERICAN CENTY ETF TR $5,558.34万1.32%433,975 2,7250.6% $34.90万 加仓
SNPE DBX ETF TR $5,454.89万1.29%792,172 -166,062-17.3% -$1,143.50万 减仓
TMB THORNBURG ETF TR $5,416.25万1.28%2,136,587 398,46422.9% $1,010.11万 加仓
SPEM SPDR INDEX SHS FDS $5,345.61万1.27%1,032,371 13,4231.3% $69.50万 加仓
MSFT MICROSOFT CORP $5,212.77万1.24%139,746 4,7663.5% $177.78万 加仓
MFSB MFS ACTIVE EXCHANGE TRADED F $5,154.36万1.22%2,067,534 376,24922.2% $937.99万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $4,850.91万1.15%96,942 -311-0.3% -$15.56万 减仓
SLYG SPDR SERIES TRUST $4,810.01万1.14%403,762 -29,946-6.9% -$356.75万 减仓
HYMB SPDR SERIES TRUST $4,664.70万1.11%1,833,609 187,97011.4% $478.20万 加仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $4,617.26万1.09%2,289,171 421,35722.6% $849.88万 加仓
PWRD TCW ETF TRUST $4,174.13万0.99%339,471 -24,427-6.7% -$300.35万 减仓
SLYV SPDR SERIES TRUST $4,014.16万0.95%367,902 -12,744-3.3% -$139.05万 减仓
SPY STATE STR SPDR S&P 500 ETF T $3,749.33万0.89%50,207 21,92777.5% $1,637.45万 加仓
HDEF DBX ETF TR $3,653.47万0.87%1,136,736 -197,401-14.8% -$634.45万 减仓
MU MICRON TECHNOLOGY INC $3,623.98万0.86%31,396 3,35812.0% $387.61万 加仓
IDHQ INVESCO EXCH TRADED FD TR II $3,617.45万0.86%827,604 -35,043-4.1% -$153.17万 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $3,540.04万0.84%634,759 -5,696-0.9% -$31.77万 减仓
IWF ISHARES TR $3,518.29万0.83%283,345 7,5452.7% $93.69万 加仓
PRF INVESCO EXCHANGE TRADED FD T $3,360.73万0.80%622,011 546,048718.8% $2,950.30万 加仓
V VISA INC $3,314.52万0.79%96,608 -3,463-3.5% -$118.81万 减仓
META META PLATFORMS INC $3,249.56万0.77%57,689 2410.4% $13.58万 加仓
AVDE AMERICAN CENTY ETF TR $3,155.90万0.75%353,800 14,6704.3% $130.86万 加仓
MDYG SPDR SERIES TRUST $3,132.80万0.74%279,491 -25,989-8.5% -$291.31万 减仓
XLK SELECT SECTOR SPDR TR $3,064.99万0.73%160,873 -27,604-14.6% -$525.92万 减仓
BIL SPDR SERIES TRUST $2,828.64万0.67%308,669 -57,483-15.7% -$526.77万 减仓
AVGO BROADCOM INC $2,821.24万0.67%74,686 20,50437.8% $774.53万 加仓
TSLA TESLA INC $2,813.14万0.67%66,884 -1,739-2.5% -$73.14万 减仓
SNDK SANDISK CORP $2,802.16万0.66%12,324 12,324— $2,802.16万 新建仓
JPM JPMORGAN CHASE & CO $2,780.12万0.66%84,933 9991.2% $32.70万 加仓
TOTL SSGA ACTIVE ETF TR $2,643.25万0.63%669,685 -14,722-2.2% -$58.11万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $2,634.69万0.62%55,169 3890.7% $18.58万 加仓
JPST J P MORGAN EXCHANGE TRADED F $2,621.12万0.62%518,316 66,78614.8% $337.74万 加仓
XLI SELECT SECTOR SPDR TR $2,526.14万0.60%136,380 2090.2% $3.87万 加仓
AVEM AMERICAN CENTY ETF TR $2,515.16万0.60%260,666 3,6221.4% $34.95万 加仓
IEFA ISHARES TR $2,443.37万0.58%252,989 2,6701.1% $25.79万 加仓
MDYV SPDR SERIES TRUST $2,387.12万0.57%251,674 2,9121.2% $27.62万 加仓
AVUV AMERICAN CENTY ETF TR $2,381.15万0.56%190,859 2,5031.3% $31.23万 加仓
AMAT APPLIED MATLS INC $2,367.37万0.56%32,744 -10,925-25.0% -$789.87万 减仓
XLF SELECT SECTOR SPDR TR $2,363.31万0.56%440,836 13,5283.2% $72.52万 加仓
— DIMENSIONAL ETF TRUST $2,355.42万0.56%564,443 15,7702.9% $65.81万 加仓
QQQ INVESCO QQQ TR $2,296.33万0.54%31,183 -1,748-5.3% -$128.72万 减仓
FTXL FIRST TR EXCHANGE TRADED FD $2,278.20万0.54%79,949 -49,725-38.3% -$1,416.95万 减仓
JMST J P MORGAN EXCHANGE TRADED F $2,254.91万0.53%442,140 -83,818-15.9% -$427.47万 减仓
XLRE SELECT SECTOR SPDR TR $2,236.87万0.53%508,036 32,5856.9% $143.47万 加仓
XLU SELECT SECTOR SPDR TR $2,187.70万0.52%482,511 26,5785.8% $120.50万 加仓
IUSB ISHARES TR $2,127.99万0.50%461,103 95,08026.0% $438.79万 加仓
PINK SIMPLIFY EXCHANGE TRADED FUN $2,117.77万0.50%540,937 37,7897.5% $147.94万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $2,069.63万0.49%83,489 9,14712.3% $226.75万 加仓
FXO FIRST TR EXCHANGE-TRADED FD $2,029.89万0.48%324,995 21,1727.0% $132.24万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $1,983.15万0.47%74,915 5,6498.2% $149.54万 加仓
MISL FIRST TR EXCHANGE-TRADED FD $1,943.22万0.46%424,562 15,3013.7% $70.03万 加仓
MA MASTERCARD INCORPORATED $1,853.77万0.44%36,094 -3,493-8.8% -$179.40万 减仓
USFR WISDOMTREE TR $1,830.29万0.43%363,513 -252,817-41.0% -$1,272.93万 减仓
IYW ISHARES TR $1,826.89万0.43%72,429 -4,274-5.6% -$107.80万 减仓
NFLX NETFLIX INC. $1,776.91万0.42%248,866 37,09617.5% $264.87万 加仓
SCHW SCHWAB CHARLES CORP $1,743.57万0.41%188,964 -3,303-1.7% -$30.48万 减仓
BKNG BOOKING HOLDINGS INC $1,710.60万0.41%95,973 95,973— $1,710.60万 新建仓
XMHQ INVESCO EXCHANGE TRADED FD T $1,687.99万0.40%149,538 5,0543.5% $57.05万 加仓
WMT WALMART INC $1,684.30万0.40%148,711 8,4316.0% $95.49万 加仓
NUDM NUSHARES ETF TR $1,660.88万0.39%415,013 41,31711.1% $165.35万 加仓
CRWD CROWDSTRIKE HLDGS INC $1,636.48万0.39%21,444 -8,301-27.9% -$633.48万 减仓
GOOG ALPHABET INC $1,572.57万0.37%44,507 -164-0.4% -$5.79万 减仓
IVW ISHARES TR $1,546.94万0.37%112,481 -2,400-2.1% -$33.01万 减仓
PLTR PALANTIR TECHNOLOGIES INC $1,521.68万0.36%130,426 9,1787.6% $107.08万 加仓
APP APPLOVIN CORP $1,448.36万0.34%28,111 5622.0% $28.96万 加仓
FRDM EA SERIES TRUST $1,439.01万0.34%197,396 -51,554-20.7% -$375.83万 减仓
VOO VANGUARD INDEX FDS $1,428.20万0.34%20,795 -450-2.1% -$30.91万 减仓
ORCL ORACLE CORP $1,419.91万0.34%96,889 19,42425.1% $284.66万 加仓
AVLV AMERICAN CENTY ETF TR $1,405.06万0.33%154,047 -3,034-1.9% -$27.67万 减仓
CAT CATERPILLAR INC $1,363.96万0.32%12,808 -63-0.5% -$6.71万 减仓
SMLF ISHARES TR $1,358.79万0.32%152,433 2,0971.4% $18.69万 加仓
VRT VERTIV HOLDINGS CO $1,336.23万0.32%39,909 -405-1.0% -$13.56万 减仓
HTRB HARTFORD FDS EXCHANGE TRADED $1,323.12万0.31%392,209 7,1301.9% $24.05万 加仓
HOOD ROBINHOOD MKTS INC $1,305.40万0.31%130,176 18,31016.4% $183.61万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $1,287.55万0.31%352,462 7,1662.1% $26.18万 加仓
— EXXON MOBIL CORP $1,254.04万0.30%91,723 1,8182.0% $24.86万 加仓
LLY ELI LILLY & CO $1,253.67万0.30%10,452 10,452— $1,253.67万 新建仓
NUSC NUSHARES ETF TR $1,238.22万0.29%237,572 15,5717.0% $81.16万 加仓
— EA SERIES TRUST $1,196.17万0.28%360,215 322,302850.1% $1,070.27万 加仓
NUBD NUSHARES ETF TR $1,193.89万0.28%539,366 -221,696-29.1% -$490.72万 减仓
SPHY SPDR SERIES TRUST $1,188.24万0.28%506,929 87,12320.8% $204.22万 加仓
AMD ADVANCED MICRO DEVICES INC $1,181.16万0.28%20,333 4,24526.4% $246.60万 加仓
INTC INTEL CORP $1,173.59万0.28%84,050 -44,377-34.6% -$619.63万 减仓
XLY SELECT SECTOR SPDR TR $1,160.79万0.28%98,976 -1,377-1.4% -$16.15万 减仓
COST COSTCO WHOLESALE CORPORATION $1,138.09万0.27%12,166 9598.6% $89.71万 加仓
PM PHILIP MORRIS INTL INC $1,115.71万0.26%61,672 -7,485-10.8% -$135.41万 减仓
HYLB DBX ETF TR $1,111.37万0.26%304,319 53,16821.2% $194.17万 加仓
GRNY TIDAL TRUST I $1,110.31万0.26%401,560 101,13033.7% $279.62万 加仓
DYNF BLACKROCK ETF TRUST $1,110.18万0.26%163,238 -41,856-20.4% -$284.66万 减仓
ANGL VANECK ETF TRUST $1,074.25万0.25%367,392 55,33517.7% $161.80万 加仓