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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $337.69万 | 0.09% | 22,802 | 2,503 | 12.3% | $37.07万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $335.71万 | 0.09% | 45,587 | -46 | -0.1% | -$3,387 | 减仓 |
| — | IMPAX FUNDS SERIES TRUST I | $334.03万 | 0.09% | 130,251 | 130,251 | — | $334.03万 | 新建仓 |
| WINN | HARBOR ETF TRUST | $331.42万 | 0.09% | 119,524 | -57,097 | -32.3% | -$158.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $327.27万 | 0.09% | 16,088 | 1,165 | 7.8% | $23.70万 | 加仓 |
| FTNT | FORTINET INC | $324.70万 | 0.09% | 39,733 | -1,276 | -3.1% | -$10.43万 | 减仓 |
| DGRO | ISHARES TR | $322.31万 | 0.09% | 45,926 | 8,207 | 21.8% | $57.60万 | 加仓 |
| GE | GE AEROSPACE | $319.14万 | 0.09% | 11,246 | 254 | 2.3% | $7.21万 | 加仓 |
| IWD | ISHARES TR | $317.00万 | 0.09% | 14,836 | -58 | -0.4% | -$1.24万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $313.76万 | 0.09% | 158,622 | 71,943 | 83.0% | $142.30万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $313.74万 | 0.09% | 16,348 | 16,348 | — | $313.74万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $312.98万 | 0.09% | 102,015 | 731 | 0.7% | $2.24万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $311.88万 | 0.09% | 21,833 | 1,634 | 8.1% | $23.34万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $311.21万 | 0.09% | 23,767 | 1,062 | 4.7% | $13.91万 | 加仓 |
| CCJ | CAMECO CORP | $308.24万 | 0.09% | 28,380 | -44,270 | -60.9% | -$480.82万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $307.47万 | 0.09% | 12,685 | 1,338 | 11.8% | $32.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $306.21万 | 0.09% | 14,332 | -12,662 | -46.9% | -$270.53万 | 减仓 |
| WMB | WILLIAMS COS INC | $304.01万 | 0.09% | 41,771 | -12,198 | -22.6% | -$88.78万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $303.56万 | 0.08% | 58,455 | 2,411 | 4.3% | $12.52万 | 加仓 |
| UNP | UNION PAC CORP | $303.08万 | 0.08% | 12,492 | 643 | 5.4% | $15.60万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $302.66万 | 0.08% | 67,850 | 2,890 | 4.4% | $12.89万 | 加仓 |
| MUB | ISHARES TR | $300.80万 | 0.08% | 28,338 | 2,995 | 11.8% | $31.79万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $299.57万 | 0.08% | 19,047 | 19,047 | — | $299.57万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $298.63万 | 0.08% | 40,830 | -5,231 | -11.4% | -$38.26万 | 减仓 |
| TJX | TJX COS INC NEW | $294.26万 | 0.08% | 18,426 | 3,579 | 24.1% | $57.16万 | 加仓 |
| QYLD | GLOBAL X | $293.50万 | 0.08% | 171,137 | 9,956 | 6.2% | $17.07万 | 加仓 |
| IWY | ISHARES TR | $286.96万 | 0.08% | 11,532 | 11,532 | — | $286.96万 | 新建仓 |
| MRK | MERCK & CO INC | $285.19万 | 0.08% | 23,708 | 448 | 1.9% | $5.39万 | 加仓 |
| ALM | ALMONTY INDS INC | $284.45万 | 0.08% | 196,440 | 196,440 | — | $284.45万 | 新建仓 |
| HDV | ISHARES TR | $277.85万 | 0.08% | 20,472 | -38 | -0.2% | -$5,157 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $277.06万 | 0.08% | 71,778 | 75 | 0.1% | $2,895 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $275.36万 | 0.08% | 46,094 | 46,094 | — | $275.36万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $270.36万 | 0.08% | 170,787 | 34,103 | 25.0% | $53.99万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $267.73万 | 0.07% | 15,333 | 2,055 | 15.5% | $35.88万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $265.91万 | 0.07% | 13,553 | 13,553 | — | $265.91万 | 新建仓 |
| SPTM | SPDR SER TR | $264.95万 | 0.07% | 33,513 | 1,402 | 4.4% | $11.08万 | 加仓 |
| BA | BOEING CO | $264.42万 | 0.07% | 13,286 | 43 | 0.3% | $8,558 | 加仓 |
| ADBE | ADOBE INC | $262.23万 | 0.07% | 10,788 | 10,788 | — | $262.23万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $257.54万 | 0.07% | 36,207 | 2,297 | 6.8% | $16.34万 | 加仓 |
| SO | SOUTHERN CO | $255.88万 | 0.07% | 26,511 | -2,396 | -8.3% | -$23.13万 | 减仓 |
| PFE | PFIZER INC | $249.70万 | 0.07% | 88,925 | 1,740 | 2.0% | $4.89万 | 加仓 |
| NEM | NEWMONT CORP | $248.49万 | 0.07% | 22,955 | -18,815 | -45.0% | -$203.67万 | 减仓 |
| GLDM | WORLD GOLD TR | $245.81万 | 0.07% | 26,519 | -918 | -3.3% | -$8.51万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $244.80万 | 0.07% | 40,363 | -7,175 | -15.1% | -$43.52万 | 减仓 |
| AMRZ | AMRIZE LTD | $241.06万 | 0.07% | 43,032 | 43,032 | — | $241.06万 | 新建仓 |
| AVLC | AMERICAN CENTY ETF TR | $238.44万 | 0.07% | 30,747 | -3,338 | -9.8% | -$25.89万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $231.88万 | 0.06% | 37,852 | 9,670 | 34.3% | $59.24万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $230.62万 | 0.06% | 55,518 | 5,040 | 10.0% | $20.94万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $229.65万 | 0.06% | 11,038 | -3,003 | -21.4% | -$62.48万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $229.22万 | 0.06% | 61,618 | 369 | 0.6% | $1.37万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $226.79万 | 0.06% | 16,771 | 2,129 | 14.5% | $28.79万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $223.72万 | 0.06% | 58,229 | 31,883 | 121.0% | $122.49万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $222.73万 | 0.06% | 44,219 | 11,391 | 34.7% | $57.38万 | 加仓 |
| NUMV | NUSHARES ETF TR | $222.34万 | 0.06% | 57,350 | 1,239 | 2.2% | $4.80万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $220.64万 | 0.06% | 39,640 | -1,216 | -3.0% | -$6.77万 | 减仓 |
| FV | FIRST TR EXCHANGE-TRADED FD | $219.46万 | 0.06% | 36,311 | -121 | -0.3% | -$7,313 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $217.80万 | 0.06% | 13,705 | 295 | 2.2% | $4.69万 | 加仓 |
| NUE | NUCOR CORP | $217.76万 | 0.06% | 12,878 | -471 | -3.5% | -$7.96万 | 减仓 |
| ROKU | ROKU INC | $217.61万 | 0.06% | 22,998 | 3,276 | 16.6% | $31.00万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $216.91万 | 0.06% | 47,547 | 2,321 | 5.1% | $10.59万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $216.27万 | 0.06% | 24,571 | -24 | -0.1% | -$2,112 | 减仓 |
| BHP | BHP BILLITON LIMITED | $213.88万 | 0.06% | 29,403 | 29,403 | — | $213.88万 | 新建仓 |
| FVD | FIRST TR VALUE LINE DIVID IN | $213.54万 | 0.06% | 45,406 | -3,481 | -7.1% | -$16.37万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $212.42万 | 0.06% | 42,382 | -220 | -0.5% | -$1.10万 | 减仓 |
| MS | MORGAN STANLEY | $210.62万 | 0.06% | 12,798 | 130 | 1.0% | $2.14万 | 加仓 |
| CMCSA | COMCAST CORP | $209.44万 | 0.06% | 72,951 | 56,360 | 339.7% | $161.81万 | 加仓 |
| MAS | MASCO CORP | $208.64万 | 0.06% | 34,560 | 3,919 | 12.8% | $23.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $206.09万 | 0.06% | 53,034 | -2,230 | -4.0% | -$8.67万 | 减仓 |
| CGBD | CARLYLE SECURED LENDING INC | $204.24万 | 0.06% | 186,691 | 39,550 | 26.9% | $43.27万 | 加仓 |
| DXCM | DEXCOM INC | $202.75万 | 0.06% | 32,285 | 1,551 | 5.0% | $9.74万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $201.97万 | 0.06% | 21,873 | 1,712 | 8.5% | $15.81万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $198.67万 | 0.06% | 26,550 | 2,162 | 8.9% | $16.18万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $195.87万 | 0.05% | 51,901 | -2,510 | -4.6% | -$9.47万 | 减仓 |
| SHLD | GLOBAL X FDS | $194.78万 | 0.05% | 27,496 | 4,001 | 17.0% | $28.34万 | 加仓 |
| SDY | SPDR SERIES TRUST | $192.09万 | 0.05% | 13,162 | 1,751 | 15.3% | $25.55万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $191.95万 | 0.05% | 106,520 | -138 | -0.1% | -$2,487 | 减仓 |
| NUMG | NUSHARES ETF TR | $186.65万 | 0.05% | 45,435 | 2,089 | 4.8% | $8.58万 | 加仓 |
| NOW | SERVICENOW INC | $185.44万 | 0.05% | 17,737 | -9,531 | -35.0% | -$99.65万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $184.35万 | 0.05% | 83,718 | 1 | 0.0% | $22 | 加仓 |
| PATK | PATRICK INDS INC | $182.98万 | 0.05% | 16,474 | 1,339 | 8.8% | $14.87万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $182.03万 | 0.05% | 30,831 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $181.90万 | 0.05% | 53,549 | -1,669 | -3.0% | -$5.67万 | 减仓 |
| FLOT | ISHARES TR | $180.72万 | 0.05% | 35,470 | 8,030 | 29.3% | $40.91万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $179.04万 | 0.05% | 27,352 | -1,285 | -4.5% | -$8.41万 | 减仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $178.07万 | 0.05% | 28,409 | -17,504 | -38.1% | -$109.72万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $177.63万 | 0.05% | 60,875 | 4,731 | 8.4% | $13.81万 | 加仓 |
| PULS | PGIM ETF TR | $171.06万 | 0.05% | 34,557 | 3,924 | 12.8% | $19.42万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $170.68万 | 0.05% | 72,613 | -30,320 | -29.5% | -$71.27万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $169.67万 | 0.05% | 18,691 | 1,519 | 8.8% | $13.79万 | 加仓 |
| F | FORD MTR CO | $166.99万 | 0.05% | 144,704 | 150 | 0.1% | $1,731 | 加仓 |
| ENB | ENBRIDGE INC | $165.63万 | 0.05% | 30,593 | 599 | 2.0% | $3.24万 | 加仓 |
| CTVA | CORTEVA INC | $165.04万 | 0.05% | 19,716 | -117 | -0.6% | -$9,794 | 减仓 |
| SHV | ISHARES TR | $164.60万 | 0.05% | 14,910 | 1,162 | 8.5% | $12.83万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $164.11万 | 0.05% | 206,688 | -35,543 | -14.7% | -$28.22万 | 减仓 |
| BILZ | PIMCO ETF TR | $162.41万 | 0.05% | 16,085 | 2,514 | 18.5% | $25.38万 | 加仓 |
| MMM | 3M CO | $161.05万 | 0.05% | 11,089 | 11,089 | — | $161.05万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $160.33万 | 0.04% | 17,369 | 17,369 | — | $160.33万 | 新建仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $160.12万 | 0.04% | 32,288 | -339,393 | -91.3% | -$1,683.07万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $158.82万 | 0.04% | 28,913 | 560 | 2.0% | $3.08万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $158.23万 | 0.04% | 17,058 | -1,779 | -9.4% | -$16.50万 | 减仓 |