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 |
|---|---|---|---|---|---|---|---|---|
| HYLB | DBX ETF TR | $908.16万 | 0.25% | 251,151 | 2,476 | 1.0% | $8.95万 | 加仓 |
| OEF | ISHARES TR | $900.59万 | 0.25% | 28,312 | -32 | -0.1% | -$1.02万 | 减仓 |
| ANGL | VANECK ETF TRUST | $896.23万 | 0.25% | 312,057 | 15,525 | 5.2% | $44.59万 | 加仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $882.04万 | 0.25% | 53,921 | 17,309 | 47.3% | $283.14万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $841.69万 | 0.24% | 17,736 | 176 | 1.0% | $8.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $830.34万 | 0.23% | 25,883 | -11 | -0.0% | -$3,529 | 减仓 |
| SHOP | SHOPIFY INC | $823.02万 | 0.23% | 69,383 | -1,766 | -2.5% | -$20.95万 | 减仓 |
| AGG | ISHARES TR | $819.05万 | 0.23% | 82,507 | -43,682 | -34.6% | -$433.63万 | 减仓 |
| EMNT | PIMCO ETF TR | $803.06万 | 0.22% | 81,178 | -1,212 | -1.5% | -$11.99万 | 减仓 |
| COR | CENCORA INC | $801.57万 | 0.22% | 25,517 | 502 | 2.0% | $15.77万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $775.23万 | 0.22% | 111,866 | 48,256 | 75.9% | $334.42万 | 加仓 |
| CSCO | CISCO SYS INC. | $759.31万 | 0.21% | 97,862 | -9,444 | -8.8% | -$73.28万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $753.18万 | 0.21% | 30,812 | -3,577 | -10.4% | -$87.44万 | 减仓 |
| COP | CONOCOPHILLIPS | $741.71万 | 0.21% | 56,190 | 2,846 | 5.3% | $37.57万 | 加仓 |
| ITA | ISHARES TR | $718.90万 | 0.20% | 32,863 | -487 | -1.5% | -$10.65万 | 减仓 |
| HD | HOME DEPOT INC | $718.59万 | 0.20% | 21,849 | 738 | 3.5% | $24.27万 | 加仓 |
| GRNY | TIDAL TRUST I | $717.13万 | 0.20% | 300,430 | 185,880 | 162.3% | $443.70万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $695.87万 | 0.19% | 91,310 | 91,310 | — | $695.87万 | 新建仓 |
| NULG | NUSHARES ETF TR | $679.63万 | 0.19% | 74,734 | 1,513 | 2.1% | $13.76万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $673.28万 | 0.19% | 84,573 | -13,654 | -13.9% | -$108.70万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $664.54万 | 0.19% | 186,722 | -33,567 | -15.2% | -$119.46万 | 减仓 |
| MDT | MEDTRONIC PLC | $663.19万 | 0.19% | 76,536 | 8,756 | 12.9% | $75.87万 | 加仓 |
| ADI | ANALOG DEVICES INC | $653.21万 | 0.18% | 20,532 | -3,785 | -15.6% | -$120.42万 | 减仓 |
| IAU | ISHARES GOLD TR | $651.80万 | 0.18% | 73,932 | 4,557 | 6.6% | $40.18万 | 加仓 |
| DIS | DISNEY WALT CO | $642.75万 | 0.18% | 66,689 | 3,288 | 5.2% | $31.69万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $632.67万 | 0.18% | 74,854 | -2,508 | -3.2% | -$21.20万 | 减仓 |
| DOW | DOW HLDGS INC | $631.49万 | 0.18% | 151,619 | 151,619 | — | $631.49万 | 新建仓 |
| SBUX | STARBUCKS CORP | $628.14万 | 0.18% | 70,113 | 2,515 | 3.7% | $22.53万 | 加仓 |
| MINT | PIMCO ETF TR | $624.83万 | 0.17% | 62,129 | 6,844 | 12.4% | $68.83万 | 加仓 |
| IWM | ISHARES TR | $618.04万 | 0.17% | 24,921 | 2,624 | 11.8% | $65.07万 | 加仓 |
| QUAL | ISHARES TR | $616.75万 | 0.17% | 32,153 | -19,773 | -38.1% | -$379.28万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $610.13万 | 0.17% | 17,777 | 350 | 2.0% | $12.01万 | 加仓 |
| TLH | ISHARES TR | $600.09万 | 0.17% | 59,578 | 1,826 | 3.2% | $18.39万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $596.83万 | 0.17% | 97,761 | 384 | 0.4% | $2.34万 | 加仓 |
| NVS | NOVARTIS AG | $595.12万 | 0.17% | 38,960 | 1,255 | 3.3% | $19.17万 | 加仓 |
| IQV | IQVIA HLDGS INC | $593.24万 | 0.17% | 34,786 | 1,204 | 3.6% | $20.53万 | 加仓 |
| SPYG | SPDR SER TR | $583.10万 | 0.16% | 59,555 | -11,534 | -16.2% | -$112.93万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $580.10万 | 0.16% | 86,428 | 73,774 | 583.0% | $495.17万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $575.56万 | 0.16% | 45,876 | -1,266 | -2.7% | -$15.88万 | 减仓 |
| CRM | SALESFORCE INC | $568.62万 | 0.16% | 30,462 | -7,442 | -19.6% | -$138.92万 | 减仓 |
| INTC | INTEL CORP | $566.75万 | 0.16% | 128,427 | 1,067 | 0.8% | $4.71万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $564.12万 | 0.16% | 546,100 | 12,626 | 2.4% | $13.04万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $561.51万 | 0.16% | 38,875 | 11,089 | 39.9% | $160.17万 | 加仓 |
| OKE | ONEOK INC NEW | $560.76万 | 0.16% | 62,038 | -10,272 | -14.2% | -$92.85万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $555.57万 | 0.16% | 121,225 | -4,888 | -3.9% | -$22.40万 | 减仓 |
| UL | UNILEVER PLC | $549.01万 | 0.15% | 96,368 | 2,898 | 3.1% | $16.51万 | 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 |
| D | DOMINION ENERGY INC | $532.11万 | 0.15% | 86,074 | 14,592 | 20.4% | $90.21万 | 加仓 |
| CVX | CHEVRON CORP NEW | $515.40万 | 0.14% | 24,911 | 237 | 1.0% | $4.90万 | 加仓 |
| RKT | ROCKET COS INC | $508.61万 | 0.14% | 356,916 | 68,995 | 24.0% | $98.32万 | 加仓 |
| AZN | ASTRAZENECA PLC | $508.00万 | 0.14% | 25,758 | 25,758 | — | $508.00万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $503.98万 | 0.14% | 21,210 | 1,519 | 7.7% | $36.09万 | 加仓 |
| SNY | SANOFI | $495.98万 | 0.14% | 102,944 | 41,689 | 68.1% | $200.86万 | 加仓 |
| MTUM | ISHARES TR | $490.99万 | 0.14% | 20,457 | 4,250 | 26.2% | $102.00万 | 加仓 |
| IJH | ISHARES TR | $490.09万 | 0.14% | 72,573 | 5,625 | 8.4% | $37.99万 | 加仓 |
| IJR | ISHARES TR | $486.55万 | 0.14% | 39,140 | 3,887 | 11.0% | $48.32万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $485.06万 | 0.14% | 87,810 | 1,491 | 1.7% | $8.24万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $481.51万 | 0.13% | 77,289 | 77,289 | — | $481.51万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $478.58万 | 0.13% | 145,234 | 7,937 | 5.8% | $26.15万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $478.16万 | 0.13% | 30,412 | 6,072 | 24.9% | $95.47万 | 加仓 |
| SPSM | SPDR SER TR | $478.10万 | 0.13% | 98,944 | -29,016 | -22.7% | -$140.21万 | 减仓 |
| QCOM | QUALCOMM INC | $477.07万 | 0.13% | 37,045 | 991 | 2.7% | $12.76万 | 加仓 |
| MBB | ISHARES TR | $472.07万 | 0.13% | 49,717 | 1,921 | 4.0% | $18.24万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $470.74万 | 0.13% | 21,889 | 2,074 | 10.5% | $44.60万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $464.54万 | 0.13% | 28,976 | -4,840 | -14.3% | -$77.59万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $464.20万 | 0.13% | 296,610 | 296,610 | — | $464.20万 | 新建仓 |
| SGOL | ABRDN GOLD ETF TRUST | $456.36万 | 0.13% | 102,278 | 6,157 | 6.4% | $27.47万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $446.48万 | 0.12% | 23,146 | 2,048 | 9.7% | $39.51万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $445.40万 | 0.12% | 88,726 | 9,934 | 12.6% | $49.87万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $444.55万 | 0.12% | 37,474 | -4,991 | -11.8% | -$59.21万 | 减仓 |
| APH | AMPHENOL CORP NEW | $442.50万 | 0.12% | 35,022 | 1,405 | 4.2% | $17.75万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $432.29万 | 0.12% | 119,343 | 276 | 0.2% | $9,997 | 加仓 |
| TMFC | RBB FD INC | $417.88万 | 0.12% | 63,343 | 2,231 | 3.7% | $14.72万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $416.49万 | 0.12% | 110,066 | -20,384 | -15.6% | -$77.13万 | 减仓 |
| AMGN | AMGEN INC | $412.15万 | 0.12% | 11,714 | 11,714 | — | $412.15万 | 新建仓 |
| CLS | CELESTICA INC | $410.75万 | 0.11% | 14,582 | 379 | 2.7% | $10.68万 | 加仓 |
| — | AMPLIFY ETF TR | $407.19万 | 0.11% | 61,623 | 431 | 0.7% | $2.85万 | 加仓 |
| ABNB | AIRBNB INC | $405.52万 | 0.11% | 32,113 | 955 | 3.1% | $12.06万 | 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 |
| KO | COCA COLA CO | $393.67万 | 0.11% | 51,764 | 3,549 | 7.4% | $26.99万 | 加仓 |
| PEP | PEPSICO INC | $389.40万 | 0.11% | 25,076 | 810 | 3.3% | $12.58万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $388.09万 | 0.11% | 13,360 | 397 | 3.1% | $11.53万 | 加仓 |
| BOND | PIMCO ETF TR | $386.32万 | 0.11% | 41,864 | -311 | -0.7% | -$2.87万 | 减仓 |
| RDVY | FIRST TR EXCHANGE-TRADED FD | $378.49万 | 0.11% | 55,432 | 3,465 | 6.7% | $23.66万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $373.30万 | 0.10% | 30,404 | 1,897 | 6.7% | $23.29万 | 加仓 |
| ABBV | ABBVIE INC | $371.45万 | 0.10% | 17,079 | -8 | -0.0% | -$1,740 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $369.59万 | 0.10% | 173,191 | 19,039 | 12.4% | $40.63万 | 加仓 |
| BAC | BANK AMERICA CORP | $368.81万 | 0.10% | 75,653 | -11,542 | -13.2% | -$56.27万 | 减仓 |
| ADSK | AUTODESK INC | $368.71万 | 0.10% | 15,402 | -1,968 | -11.3% | -$47.11万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $361.05万 | 0.10% | 75,963 | -4,589 | -5.7% | -$21.81万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $360.76万 | 0.10% | 43,734 | -9,967 | -18.6% | -$82.22万 | 减仓 |
| T | AT&T INC | $357.80万 | 0.10% | 123,422 | 24,570 | 24.9% | $71.23万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $353.62万 | 0.10% | 70,132 | 2,609 | 3.9% | $13.15万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $350.55万 | 0.10% | 82,406 | 14,363 | 21.1% | $61.10万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $345.23万 | 0.10% | 57,751 | -405 | -0.7% | -$2.42万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $344.29万 | 0.10% | 12,329 | 1,491 | 13.8% | $41.64万 | 加仓 |
| MFC | MANULIFE FINL CORP | $344.12万 | 0.10% | 99,919 | -512 | -0.5% | -$1.76万 | 减仓 |
| IAGG | ISHARES TR | $343.25万 | 0.10% | 68,591 | 3,051 | 4.7% | $15.27万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $341.10万 | 0.10% | 44,195 | -5,257 | -10.6% | -$40.57万 | 减仓 |
| SPYV | SPDR SER TR | $341.07万 | 0.10% | 60,280 | -16,067 | -21.0% | -$90.91万 | 减仓 |