WCG Wealth Advisors LLC
LAS VEGAS NV · SEC CIK 0001855713
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $1,057.17万 | 0.25% | 146,503 | 1,858 | 1.3% | $13.41万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,057.06万 | 0.25% | 117,320 | -9,569 | -7.5% | -$86.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,042.82万 | 0.25% | 41,061 | 10,249 | 33.3% | $260.29万 | 加仓 |
| ABNB | AIRBNB INC | $1,031.50万 | 0.24% | 72,082 | 39,969 | 124.5% | $571.96万 | 加仓 |
| IVE | ISHARES TR | $1,023.25万 | 0.24% | 45,065 | -20,626 | -31.4% | -$468.34万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $1,003.50万 | 0.24% | 245,009 | 14,746 | 6.4% | $60.40万 | 加仓 |
| CSCO | CISCO SYS INC | $984.15万 | 0.23% | 83,786 | -14,076 | -14.4% | -$165.34万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $924.06万 | 0.22% | 24,972 | -911 | -3.5% | -$33.71万 | 减仓 |
| AGG | ISHARES TR | $898.85万 | 0.21% | 90,811 | 8,304 | 10.1% | $82.19万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $897.51万 | 0.21% | 235,629 | 235,629 | — | $897.51万 | 新建仓 |
| HD | HOME DEPOT INC | $895.68万 | 0.21% | 25,396 | 3,547 | 16.2% | $125.10万 | 加仓 |
| COR | CENCORA INC | $881.75万 | 0.21% | 31,159 | 5,642 | 22.1% | $159.66万 | 加仓 |
| GLD | SPDR GOLD TR | $881.52万 | 0.21% | 23,930 | 2,743 | 12.9% | $101.04万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $878.68万 | 0.21% | 22,721 | 22,721 | — | $878.68万 | 新建仓 |
| — | IMPAX FUNDS SERIES TRUST I | $868.49万 | 0.21% | 333,285 | 203,034 | 155.9% | $529.08万 | 加仓 |
| IQV | IQVIA HLDGS INC | $863.06万 | 0.20% | 44,667 | 9,881 | 28.4% | $190.92万 | 加仓 |
| ADI | ANALOG DEVICES INC | $839.28万 | 0.20% | 21,131 | 599 | 2.9% | $23.79万 | 加仓 |
| MDT | MEDTRONIC PLC | $833.13万 | 0.20% | 106,498 | 29,962 | 39.1% | $234.39万 | 加仓 |
| NULG | NUSHARES ETF TR | $827.40万 | 0.20% | 70,682 | -4,052 | -5.4% | -$47.43万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $801.54万 | 0.19% | 23,504 | -5,472 | -18.9% | -$186.61万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $789.00万 | 0.19% | 18,029 | 293 | 1.7% | $12.82万 | 加仓 |
| IWM | ISHARES TR | $777.22万 | 0.18% | 25,869 | 948 | 3.8% | $28.48万 | 加仓 |
| PAVE | GLOBAL X FDS | $771.97万 | 0.18% | 131,020 | -50,528 | -27.8% | -$297.71万 | 减仓 |
| IEMG | ISHARES INC | $758.52万 | 0.18% | 91,565 | -65,798 | -41.8% | -$545.07万 | 减仓 |
| WFC | WELLS FARGO & CO | $731.49万 | 0.17% | 88,515 | 3,942 | 4.7% | $32.58万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $728.88万 | 0.17% | 20,576 | 2,799 | 15.7% | $99.15万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $711.28万 | 0.17% | 624,753 | 78,653 | 14.4% | $89.55万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $699.50万 | 0.17% | 95,377 | 18,088 | 23.4% | $132.66万 | 加仓 |
| NVS | NOVARTIS AG | $686.05万 | 0.16% | 43,776 | 4,816 | 12.4% | $75.48万 | 加仓 |
| DIS | DISNEY WALT CO | $670.98万 | 0.16% | 69,711 | 3,022 | 4.5% | $29.09万 | 加仓 |
| SHOP | SHOPIFY INC | $667.49万 | 0.16% | 58,459 | -10,924 | -15.7% | -$124.73万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $667.24万 | 0.16% | 67,678 | -7,176 | -9.6% | -$70.75万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $665.67万 | 0.16% | 54,071 | 35,024 | 183.9% | $431.18万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $662.83万 | 0.16% | 55,705 | -3,850 | -6.5% | -$45.81万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $660.27万 | 0.16% | 268,947 | 195,996 | 268.7% | $481.17万 | 加仓 |
| IGV | ISHARES TR | $655.96万 | 0.16% | 72,401 | 72,401 | — | $655.96万 | 新建仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $652.93万 | 0.15% | 87,105 | 677 | 0.8% | $5.07万 | 加仓 |
| APH | AMPHENOL CORP | $639.38万 | 0.15% | 36,262 | 1,240 | 3.5% | $21.86万 | 加仓 |
| MINT | PIMCO ETF TR | $630.51万 | 0.15% | 62,545 | 416 | 0.7% | $4.19万 | 加仓 |
| D | DOMINION ENERGY INC | $624.41万 | 0.15% | 91,435 | 5,361 | 6.2% | $36.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $624.31万 | 0.15% | 42,574 | 3,699 | 9.5% | $54.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $622.36万 | 0.15% | 59,865 | 3,675 | 6.5% | $38.21万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $614.70万 | 0.15% | 40,620 | 10,208 | 33.6% | $154.48万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $614.37万 | 0.15% | 133,282 | 12,057 | 9.9% | $55.58万 | 加仓 |
| EFG | ISHARES TR | $607.03万 | 0.14% | 48,789 | 48,789 | — | $607.03万 | 新建仓 |
| CRM | SALESFORCE INC | $601.90万 | 0.14% | 38,421 | 7,959 | 26.1% | $124.68万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $601.69万 | 0.14% | 35,418 | 5,014 | 16.5% | $85.18万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $600.82万 | 0.14% | 19,831 | -1,379 | -6.5% | -$41.78万 | 减仓 |
| CLS | CELESTICA INC | $598.82万 | 0.14% | 16,415 | 1,833 | 12.6% | $66.87万 | 加仓 |
| IJH | ISHARES TR | $597.85万 | 0.14% | 77,533 | 4,960 | 6.8% | $38.25万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $597.71万 | 0.14% | 31,171 | -22,750 | -42.2% | -$436.24万 | 减仓 |
| IJR | ISHARES TR | $595.15万 | 0.14% | 40,129 | 989 | 2.5% | $14.67万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $585.62万 | 0.14% | 85,442 | -3,923 | -4.4% | -$26.89万 | 减仓 |
| FTNT | FORTINET INC | $571.51万 | 0.14% | 37,203 | -2,530 | -6.4% | -$38.87万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $560.54万 | 0.13% | 70,588 | -368,314 | -83.9% | -$2,924.78万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $550.77万 | 0.13% | 32,235 | 32,235 | — | $550.77万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $549.73万 | 0.13% | 104,274 | -40,960 | -28.2% | -$215.94万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $542.07万 | 0.13% | 256,662 | 83,471 | 48.2% | $176.29万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $540.73万 | 0.13% | 97,427 | -334 | -0.3% | -$1.85万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $539.42万 | 0.13% | 37,302 | -172 | -0.5% | -$2.49万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $534.86万 | 0.13% | 88,714 | 904 | 1.0% | $5.45万 | 加仓 |
| EMNT | PIMCO ETF TR | $530.90万 | 0.13% | 53,660 | -27,518 | -33.9% | -$272.26万 | 减仓 |
| OKE | ONEOK INC NEW | $526.01万 | 0.12% | 60,503 | -1,535 | -2.5% | -$13.35万 | 减仓 |
| KO | COCA COLA CO | $524.93万 | 0.12% | 64,591 | 12,827 | 24.8% | $104.24万 | 加仓 |
| — | AMPLIFY ETF TR | $523.43万 | 0.12% | 64,934 | 3,311 | 5.4% | $26.69万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $523.03万 | 0.12% | 64,524 | 9,092 | 16.4% | $73.70万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $521.39万 | 0.12% | 22,035 | 146 | 0.7% | $3.45万 | 加仓 |
| MTUM | ISHARES TR | $519.24万 | 0.12% | 15,146 | -5,311 | -26.0% | -$182.07万 | 减仓 |
| TMFC | RBB FD INC | $512.04万 | 0.12% | 67,232 | 3,889 | 6.1% | $29.62万 | 加仓 |
| GOVT | ISHARES TR | $501.70万 | 0.12% | 220,236 | 199,269 | 950.4% | $453.94万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $500.68万 | 0.12% | 86,819 | -12,125 | -12.3% | -$69.92万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $492.52万 | 0.12% | 80,137 | 8,028 | 11.1% | $49.34万 | 加仓 |
| CRWV | COREWEAVE INC | $484.31万 | 0.11% | 48,655 | 48,655 | — | $484.31万 | 新建仓 |
| MBB | ISHARES TR | $482.25万 | 0.11% | 51,021 | 1,304 | 2.6% | $12.33万 | 加仓 |
| AMGN | AMGEN INC | $478.29万 | 0.11% | 13,208 | 1,494 | 12.8% | $54.10万 | 加仓 |
| TLH | ISHARES TR | $468.34万 | 0.11% | 46,671 | -12,907 | -21.7% | -$129.52万 | 减仓 |
| MFC | MANULIFE FINL CORP | $466.98万 | 0.11% | 115,275 | 15,356 | 15.4% | $62.21万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $463.29万 | 0.11% | 58,320 | -32,990 | -36.1% | -$262.07万 | 减仓 |
| UL | UNILEVER PLC | $461.31万 | 0.11% | 76,731 | -19,637 | -20.4% | -$118.06万 | 减仓 |
| ITA | ISHARES TR | $455.74万 | 0.11% | 18,800 | -14,063 | -42.8% | -$340.91万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $455.24万 | 0.11% | 90,380 | 90,380 | — | $455.24万 | 新建仓 |
| QCOM | QUALCOMM INC | $455.12万 | 0.11% | 24,629 | -12,416 | -33.5% | -$229.44万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $451.69万 | 0.11% | 87,537 | 17,405 | 24.8% | $89.81万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $450.56万 | 0.11% | 10,398 | -3,934 | -27.4% | -$170.47万 | 减仓 |
| DOW | DOW HLDGS INC | $447.05万 | 0.11% | 163,396 | 11,777 | 7.8% | $32.22万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $436.21万 | 0.10% | 88,517 | 6,111 | 7.4% | $30.11万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $434.60万 | 0.10% | 10,456 | 10,456 | — | $434.60万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $428.02万 | 0.10% | 10,510 | 10,510 | — | $428.02万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $425.09万 | 0.10% | 17,115 | 4,786 | 38.8% | $118.87万 | 加仓 |
| ABBV | ABBVIE INC | $424.81万 | 0.10% | 16,882 | -197 | -1.2% | -$4.96万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $421.41万 | 0.10% | 67,285 | 55,187 | 456.2% | $345.64万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $421.11万 | 0.10% | 14,363 | 1,003 | 7.5% | $29.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $413.80万 | 0.10% | 24,964 | 53 | 0.2% | $8,785 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $411.18万 | 0.10% | 97,113 | 8,387 | 9.5% | $35.51万 | 加仓 |
| GE | GE AEROSPACE | $403.57万 | 0.10% | 10,799 | -447 | -4.0% | -$16.71万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $401.06万 | 0.10% | 126,199 | 126,199 | — | $401.06万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $399.68万 | 0.09% | 109,202 | 109,202 | — | $399.68万 | 新建仓 |
| IWY | ISHARES TR | $395.82万 | 0.09% | 13,620 | 2,088 | 18.1% | $60.68万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $393.70万 | 0.09% | 107,100 | -2,966 | -2.7% | -$10.90万 | 减仓 |
| IAU | ISHARES GOLD TR | $392.78万 | 0.09% | 52,018 | -21,914 | -29.6% | -$165.47万 | 减仓 |