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 |
|---|---|---|---|---|---|---|---|---|
| SGOL | ETFS GOLD TR | $392.00万 | 0.09% | 102,536 | 258 | 0.3% | $9,863 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $388.74万 | 0.09% | 16,934 | 16,934 | — | $388.74万 | 新建仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $387.33万 | 0.09% | 94,240 | -92,482 | -49.5% | -$380.10万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $385.96万 | 0.09% | 289,976 | 131,354 | 82.8% | $174.83万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $382.23万 | 0.09% | 14,055 | 2,275 | 19.3% | $61.87万 | 加仓 |
| MAS | MASCO CORP | $380.02万 | 0.09% | 46,703 | 12,143 | 35.1% | $98.81万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $379.83万 | 0.09% | 13,507 | 822 | 6.5% | $23.12万 | 加仓 |
| EFV | ISHARES TR | $379.42万 | 0.09% | 49,566 | -73,676 | -59.8% | -$563.99万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $378.66万 | 0.09% | 395,257 | 188,569 | 91.2% | $180.65万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $376.26万 | 0.09% | 99,121 | 99,121 | — | $376.26万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $370.64万 | 0.09% | 132,135 | 132,135 | — | $370.64万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $370.44万 | 0.09% | 38,957 | -4,777 | -10.9% | -$45.42万 | 减仓 |
| BAC | BANK OF AMER CORP | $362.12万 | 0.09% | 63,553 | -12,100 | -16.0% | -$68.95万 | 减仓 |
| SYK | STRYKER CORPORATION | $361.50万 | 0.09% | 11,482 | 11,482 | — | $361.50万 | 新建仓 |
| PEP | PEPSICO INC | $354.19万 | 0.08% | 26,159 | 1,083 | 4.3% | $14.66万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $353.75万 | 0.08% | 26,916 | 5,083 | 23.3% | $66.80万 | 加仓 |
| IWD | ISHARES TR | $353.51万 | 0.08% | 14,582 | -254 | -1.7% | -$6.16万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $353.23万 | 0.08% | 123,636 | 123,636 | — | $353.23万 | 新建仓 |
| WMB | WILLIAMS COS INC | $353.07万 | 0.08% | 47,494 | 5,723 | 13.7% | $42.54万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $345.94万 | 0.08% | 57,917 | 166 | 0.3% | $9,915 | 加仓 |
| VUG | VANGUARD INDEX FDS | $345.54万 | 0.08% | 40,114 | 40,114 | — | $345.54万 | 新建仓 |
| BOND | PIMCO ETF TR | $341.37万 | 0.08% | 37,020 | -4,844 | -11.6% | -$44.67万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $341.25万 | 0.08% | 21,594 | -1,208 | -5.3% | -$19.09万 | 减仓 |
| UNP | UNION PAC CORP | $339.55万 | 0.08% | 12,483 | -9 | -0.1% | -$2,448 | 减仓 |
| TJX | TJX COS INC NEW | $337.35万 | 0.08% | 22,267 | 3,841 | 20.8% | $58.19万 | 加仓 |
| IEI | ISHARES TR | $337.19万 | 0.08% | 28,709 | -79,557 | -73.5% | -$934.40万 | 减仓 |
| ITRI | ITRON INC | $334.10万 | 0.08% | 38,611 | 38,611 | — | $334.10万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $329.97万 | 0.08% | 12,896 | 12,896 | — | $329.97万 | 新建仓 |
| MUB | ISHARES TR | $327.02万 | 0.08% | 30,387 | 2,049 | 7.2% | $22.05万 | 加仓 |
| ALM | ALMONTY INDS INC | $325.30万 | 0.08% | 196,440 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $323.41万 | 0.08% | 156,235 | 32,813 | 26.6% | $67.92万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $320.88万 | 0.08% | 43,711 | -1,876 | -4.1% | -$13.77万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $320.72万 | 0.08% | 74,395 | -44,948 | -37.7% | -$193.77万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $310.87万 | 0.07% | 37,754 | 1,547 | 4.3% | $12.74万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $310.84万 | 0.07% | 51,134 | -9,146 | -15.2% | -$55.60万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $310.72万 | 0.07% | 10,431 | -1,679 | -13.9% | -$50.01万 | 减仓 |
| DGRO | ISHARES TR | $308.79万 | 0.07% | 40,742 | -5,184 | -11.3% | -$39.29万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $307.16万 | 0.07% | 33,832 | 319 | 1.0% | $2.90万 | 加仓 |
| MRK | MERCK & CO INC | $306.50万 | 0.07% | 23,852 | 144 | 0.6% | $1.85万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $305.30万 | 0.07% | 48,177 | 2,083 | 4.5% | $13.20万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $304.79万 | 0.07% | 15,242 | 1,537 | 11.2% | $30.74万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $304.24万 | 0.07% | 24,035 | 268 | 1.1% | $3.39万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $302.50万 | 0.07% | 10,592 | -446 | -4.0% | -$12.74万 | 减仓 |
| VEEV | VEEVA SYS INC | $299.09万 | 0.07% | 16,853 | -9,589 | -36.3% | -$170.18万 | 重新持有 |
| ADSK | AUTODESK INC | $298.94万 | 0.07% | 15,376 | -26 | -0.2% | -$5,055 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $296.25万 | 0.07% | 86,788 | 41,934 | 93.5% | $143.14万 | 加仓 |
| VO | VANGUARD INDEX FDS | $292.78万 | 0.07% | 36,338 | 36,338 | — | $292.78万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $292.24万 | 0.07% | 92,161 | -9,854 | -9.7% | -$31.25万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $290.43万 | 0.07% | 57,751 | 57,751 | — | $290.43万 | 新建仓 |
| QYLD | GLOBAL X FDS | $287.94万 | 0.07% | 156,235 | -14,902 | -8.7% | -$27.46万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $282.65万 | 0.07% | 117,820 | 53,847 | 84.2% | $129.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $282.28万 | 0.07% | 12,953 | -600 | -4.4% | -$13.08万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $282.22万 | 0.07% | 33,876 | 4,473 | 15.2% | $37.26万 | 加仓 |
| NUE | NUCOR CORP | $281.50万 | 0.07% | 12,638 | -240 | -1.9% | -$5.35万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $277.95万 | 0.07% | 22,337 | 22,337 | — | $277.95万 | 新建仓 |
| NUMG | NUSHARES ETF TR | $277.15万 | 0.07% | 59,018 | 13,583 | 29.9% | $63.79万 | 加仓 |
| NUMV | NUSHARES ETF TR | $276.67万 | 0.07% | 63,618 | 6,268 | 10.9% | $27.26万 | 加仓 |
| BA | BOEING CO | $275.77万 | 0.07% | 12,740 | -546 | -4.1% | -$11.82万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $274.68万 | 0.07% | 12,910 | -3,438 | -21.0% | -$73.15万 | 减仓 |
| MS | MORGAN STANLEY | $273.23万 | 0.06% | 13,070 | 272 | 2.1% | $5.69万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $272.30万 | 0.06% | 35,886 | -425 | -1.2% | -$3.22万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $268.33万 | 0.06% | 33,655 | -18,246 | -35.2% | -$145.47万 | 减仓 |
| SPYI | NEOS ETF TRUST | $267.58万 | 0.06% | 50,401 | 19,719 | 64.3% | $104.69万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $267.02万 | 0.06% | 20,150 | 3,379 | 20.1% | $44.78万 | 加仓 |
| HDV | ISHARES TR | $265.21万 | 0.06% | 96,758 | -5,602 | -5.5% | -$15.36万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $263.62万 | 0.06% | 42,444 | 62 | 0.1% | $3,851 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $261.54万 | 0.06% | 63,159 | 7,641 | 13.8% | $31.64万 | 加仓 |
| CCJ | CAMECO CORP | $260.98万 | 0.06% | 25,621 | -2,759 | -9.7% | -$28.10万 | 减仓 |
| ADBE | ADOBE INC | $257.01万 | 0.06% | 12,536 | 1,748 | 16.2% | $35.84万 | 加仓 |
| RTX | RTX CORPORATION | $256.18万 | 0.06% | 13,503 | -9,643 | -41.7% | -$182.95万 | 减仓 |
| YOU | CLEAR SECURE INC | $255.63万 | 0.06% | 45,869 | 13,635 | 42.3% | $75.99万 | 加仓 |
| SGOV | ISHARES TR | $253.65万 | 0.06% | 25,196 | 25,196 | — | $253.65万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $252.89万 | 0.06% | 43,889 | 3,526 | 8.7% | $20.32万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $252.33万 | 0.06% | 28,084 | -325 | -1.1% | -$2.92万 | 减仓 |
| SBUX | STARBUCKS CORP | $251.99万 | 0.06% | 24,659 | -45,454 | -64.8% | -$464.50万 | 减仓 |
| DXCM | DEXCOM INC | $250.77万 | 0.06% | 37,233 | 4,948 | 15.3% | $33.33万 | 加仓 |
| SO | SOUTHERN CO | $249.49万 | 0.06% | 26,068 | -443 | -1.7% | -$4.24万 | 减仓 |
| AMRZ | AMRIZE LTD | $247.11万 | 0.06% | 46,361 | 3,329 | 7.7% | $17.74万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $245.66万 | 0.06% | 54,002 | 6,455 | 13.6% | $29.36万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $241.64万 | 0.06% | 229,477 | 42,786 | 22.9% | $45.05万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $239.71万 | 0.06% | 71,704 | -74 | -0.1% | -$2,474 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $239.12万 | 0.06% | 63,630 | -4,220 | -6.2% | -$15.86万 | 减仓 |
| MMM | 3M CO | $238.65万 | 0.06% | 14,740 | 3,651 | 32.9% | $59.11万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $237.99万 | 0.06% | 24,015 | -556 | -2.3% | -$5.51万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $237.38万 | 0.06% | 30,271 | 13,610 | 81.7% | $106.73万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $236.74万 | 0.06% | 60,286 | 15,769 | 35.4% | $61.92万 | 加仓 |
| TMUS | T-MOBILE US INC | $236.13万 | 0.06% | 14,078 | 14,078 | — | $236.13万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $236.09万 | 0.06% | 171,078 | 171,078 | — | $236.09万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $233.73万 | 0.06% | 52,690 | -344 | -0.6% | -$1.53万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $230.85万 | 0.05% | 24,788 | 2,915 | 13.3% | $27.15万 | 加仓 |
| FLEX | FLEX LTD | $229.89万 | 0.05% | 14,185 | -13,167 | -48.1% | -$213.39万 | 减仓 |
| — | ISHARES ETHEREUM TR | $217.24万 | 0.05% | 182,710 | 11,923 | 7.0% | $14.18万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $217.05万 | 0.05% | 25,049 | 25,049 | — | $217.05万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $213.36万 | 0.05% | 27,559 | 1,009 | 3.8% | $7.81万 | 加仓 |
| EFA | ISHARES TR | $212.02万 | 0.05% | 20,410 | 9,188 | 81.9% | $95.44万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $211.26万 | 0.05% | 39,778 | 1,926 | 5.1% | $10.23万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $211.06万 | 0.05% | 23,461 | -7,286 | -23.7% | -$65.55万 | 减仓 |
| NEM | NEWMONT CORP | $209.08万 | 0.05% | 22,385 | -570 | -2.5% | -$5.32万 | 减仓 |
| GLDM | WORLD GOLD TR | $208.55万 | 0.05% | 26,259 | -260 | -1.0% | -$2.06万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $208.16万 | 0.05% | 27,791 | -13,039 | -31.9% | -$97.66万 | 减仓 |