13F 机构持仓

WCG Wealth Advisors LLC

LAS VEGAS NV · SEC CIK 0001855713

2026Q22026Q1 更早 9 个季度 🔒
$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
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

NVDA 2.7%
PYLD 2.5%
SPYM 2.5%
AAPL 2.3%
RODM 1.9%
DBX ETF TR 1.7%
AMZN 1.7%
SNPE 1.6%
MUNI 1.4%
GOOGL 1.4%

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
BUFQ FIRST TR EXCHNG TRADED FD VI $157.23万0.04%44,517 3,0967.5% $10.94万 加仓
ABT ABBOTT LABS $156.06万0.04%15,200 6754.6% $6.93万 加仓
YOU CLEAR SECURE INC $156.04万0.04%32,234 -4,645-12.6% -$22.49万 减仓
MO ALTRIA GROUP INC $155.91万0.04%23,627 -617-2.5% -$4.07万 减仓
FEOE RBB FUND TRUST $154.42万0.04%30,603 -28,672-48.4% -$144.68万 减仓
MSTR STRATEGY INC $153.54万0.04%12,303 12,303— $153.54万 新建仓
VFLO VICTORY PORTFOLIOS II $153.35万0.04%38,844 2430.6% $9,594 加仓
VGSH VANGUARD SCOTTSDALE FDS $152.61万0.04%26,069 2,45710.4% $14.38万 加仓
SPMD SPDR SERIES TRUST $152.02万0.04%25,670 1340.5% $7,935 加仓
SPYI NEOS ETF TRUST $151.48万0.04%30,682 2,83510.2% $14.00万 加仓
SIVR ABRDN SILVER ETF TRUST $149.70万0.04%20,905 1,5998.3% $11.45万 加仓
AUSF GLOBAL X FDS $149.19万0.04%30,856 3751.2% $1.81万 加仓
QGRO AMERICAN CENTY ETF TR $148.84万0.04%14,172 280.2% $2,941 加仓
NLR VANECK ETF TRUST $147.67万0.04%11,087 4894.6% $6.51万 加仓
RRR RED ROCK RESORTS INC $147.50万0.04%27,643 00.0% — 不变
FTSL FIRST TR EXCHANGE-TRADED FD $147.23万0.04%32,864 9,78842.4% $43.85万 加仓
VEA VANGUARD TAX-MANAGED FDS $146.12万0.04%22,803 2,86914.4% $18.38万 加仓
NEE NEXTERA ENERGY INC $145.39万0.04%15,654 1,59211.3% $14.79万 加仓
TTE TOTALENERGIES SE $145.32万0.04%15,973 -3,951-19.8% -$35.95万 减仓
IEF ISHARES TR $142.77万0.04%14,959 3912.7% $3.73万 加仓
OKLO OKLO INC $142.70万0.04%28,776 28,776— $142.70万 新建仓
SDVY FIRST TR EXCHANGE-TRADED FD $141.42万0.04%35,867 2,6087.8% $10.28万 加仓
WTV WISDOMTREE TR $140.85万0.04%14,869 970.7% $9,189 加仓
VXUS VANGUARD STAR FDS $140.13万0.04%18,172 2,91319.1% $22.46万 加仓
ETR ENTERGY CORP NEW $139.77万0.04%12,439 1671.4% $1.88万 加仓
WPM WHEATON PRECIOUS METALS CORP $139.60万0.04%10,656 -672-5.9% -$8.80万 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $136.89万0.04%82,412 -4,402-5.1% -$7.31万 减仓
FNDX SCHWAB STRATEGIC TR $136.09万0.04%48,864 -1,290-2.6% -$3.59万 减仓
AHR AMERICAN HEALTHCARE REIT INC $135.16万0.04%28,660 4,07716.6% $19.23万 加仓
GM GENERAL MTRS CO $134.53万0.04%18,057 -145-0.8% -$1.08万 减仓
RDVI FIRST TR EXCHANGE-TRADED FD $132.55万0.04%51,880 1,0852.1% $2.77万 加仓
USMF WISDOMTREE TR $131.97万0.04%26,725 -662-2.4% -$3.27万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $131.04万0.04%30,063 90.0% $392 加仓
AIG AMERICAN INTL GROUP INC $129.47万0.04%17,205 -1,060-5.8% -$7.98万 减仓
RBLX ROBLOX CORP $129.43万0.04%22,883 -403-1.7% -$2.28万 减仓
GDXJ VANECK ETF TRUST $129.04万0.04%10,750 -1,420-11.7% -$17.05万 减仓
USMV ISHARES TR $128.61万0.04%13,868 4393.3% $4.07万 加仓
IWR ISHARES TR $128.05万0.04%13,169 2,25120.6% $21.89万 加仓
MOAT VANECK ETF TRUST $127.22万0.04%13,156 -369-2.7% -$3.57万 减仓
C CITIGROUP INC $127.19万0.04%11,215 -6,665-37.3% -$75.59万 减仓
FNDF SCHWAB STRATEGIC TR $126.63万0.04%25,880 1,7857.4% $8.73万 加仓
CLSE TRUST FOR PROFESSIONAL MANAG $126.22万0.04%44,854 10,83231.8% $30.48万 加仓
APO APOLLO GLOBAL MGMT INC $123.78万0.03%11,110 -4,368-28.2% -$48.67万 减仓
BKLN INVESCO EXCH TRADED FD TR II $122.67万0.03%60,104 22,32159.1% $45.56万 加仓
SCHG SCHWAB STRATEGIC TR $122.21万0.03%41,952 -15,406-26.9% -$44.88万 减仓
DEM WISDOMTREE TR $121.29万0.03%24,409 -2,939-10.7% -$14.60万 减仓
VCIT VANGUARD SCOTTSDALE FDS $120.60万0.03%14,574 -153-1.0% -$1.27万 减仓
MRVL MARVELL TECHNOLOGY INC $119.95万0.03%12,110 -11,085-47.8% -$109.80万 减仓
BEAM BEAM THERAPEUTICS INC $119.43万0.03%50,119 10,20225.6% $24.31万 加仓
FLRN SPDR SERIES TRUST $119.30万0.03%38,758 11,04139.8% $33.98万 加仓
ICVT ISHARES TR $118.73万0.03%11,664 -17-0.1% -$1,730 减仓
SRLN SSGA ACTIVE ETF TR $117.36万0.03%29,237 15,267109.3% $61.28万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $116.06万0.03%10,071 10,071— $116.06万 新建仓
SKYY FIRST TR EXCHANGE-TRADED FD $115.46万0.03%10,558 10,558— $115.46万 新建仓
CRCL CIRCLE INTERNET GROUP INC $115.43万0.03%12,098 12,098— $115.43万 新建仓
MDLZ MONDELEZ INTL INC $114.94万0.03%19,941 19,941— $114.94万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $114.17万0.03%21,123 2,73614.9% $14.79万 加仓
NDAQ NASDAQ INC $113.89万0.03%13,416 -1,434-9.7% -$12.17万 减仓
EMB ISHARES TR $113.53万0.03%12,087 -775-6.0% -$7.28万 减仓
OMC OMNICOM GROUP INC $112.98万0.03%15,001 1,1558.3% $8.70万 加仓
NFLT ETFIS SER TR I $112.60万0.03%49,496 19,77866.6% $44.99万 加仓
EBAY EBAY INC. $111.40万0.03%12,239 -29,301-70.5% -$266.70万 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $110.58万0.03%11,780 11,780— $110.58万 新建仓
TLT ISHARES TR $110.44万0.03%12,739 1,18810.3% $10.30万 加仓
CVE CENOVUS ENERGY INC $109.32万0.03%41,208 00.0% — 不变
EFA ISHARES TR $109.00万0.03%11,222 -14,586-56.5% -$141.67万 减仓
JBND J P MORGAN EXCHANGE TRADED F $108.92万0.03%20,256 1820.9% $9,786 加仓
CRH CRH PLC $108.77万0.03%10,347 -1,185-10.3% -$12.46万 减仓
IYH ISHARES TR $108.16万0.03%17,547 -972-5.2% -$5.99万 减仓
EEMV ISHARES INC $106.74万0.03%16,490 3242.0% $2.10万 加仓
HLN HALEON PLC $104.79万0.03%104,689 -12,623-10.8% -$12.64万 减仓
EMLP FIRST TR EXCHANGE-TRADED FD $104.30万0.03%23,889 -22,566-48.6% -$98.52万 减仓
SLF SUN LIFE FINANCIAL INC. $104.23万0.03%16,661 -2,120-11.3% -$13.26万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $103.41万0.03%13,602 1,32610.8% $10.08万 加仓
BP BP PLC $103.23万0.03%21,964 1,8849.4% $8.85万 加仓
TFLO ISHARES TR $101.92万0.03%20,131 5,66139.1% $28.66万 加仓
SLV ISHARES SILVER TR $101.69万0.03%14,924 -418-2.7% -$2.85万 减仓
— EA SERIES TRUST $101.68万0.03%37,913 -7,769-17.0% -$20.84万 减仓
JPLD J P MORGAN EXCHANGE TRADED F $99.47万0.03%19,060 3,96126.2% $20.67万 加仓
ARTY ISHARES TR $99.30万0.03%21,341 9,12974.8% $42.48万 加仓
EVRG EVERGY INC $98.88万0.03%12,071 120.1% $983 加仓
VEU VANGUARD INTL EQUITY INDEX F $98.44万0.03%13,108 5564.4% $4.18万 加仓
ET ENERGY TRANSFER L P $98.19万0.03%50,874 1,8653.8% $3.60万 加仓
— FRANKLIN TEMPLETON ETF TR $94.02万0.03%30,766 -1,253-3.9% -$3.83万 减仓
DX DYNEX CAP INC $93.60万0.03%73,355 11,45418.5% $14.62万 加仓
SHY ISHARES TR $92.77万0.03%11,235 1611.5% $1.33万 加仓
ARKK ARK ETF TR $92.44万0.03%13,677 -8,689-38.8% -$58.73万 减仓
SFLO VICTORY PORTFOLIOS II $92.38万0.03%30,762 3,38012.3% $10.15万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $92.34万0.03%18,472 18,472— $92.34万 新建仓
QBTS D-WAVE QUANTUM INC $92.31万0.03%63,973 6131.0% $8,845 加仓
VOYA VOYA FINANCIAL INC $90.74万0.03%13,281 13,281— $90.74万 新建仓
PTLC PACER FDS TR $89.32万0.02%17,027 3,13322.5% $16.44万 加仓
BDYN BLACKROCK ETF TRUST $88.48万0.02%36,395 -15,372-29.7% -$37.37万 减仓
EEM ISHARES TR $87.63万0.02%15,431 -9,907-39.1% -$56.26万 减仓
EFAA INVESCO ACTIVELY MANAGED EXC $87.53万0.02%16,596 2,31716.2% $12.22万 加仓
EQBK EQUITY BANCSHARES INC $87.17万0.02%19,628 2,22412.8% $9.88万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $87.10万0.02%16,509 -20-0.1% -$1,055 减仓
MNST MONSTER BEVERAGE CORP NEW $86.01万0.02%11,870 5805.1% $4.20万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $84.59万0.02%16,651 1210.7% $6,147 加仓
SPTL SPDR SER TR $83.78万0.02%31,854 -1,295-3.9% -$3.41万 减仓