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 |
|---|---|---|---|---|---|---|---|---|
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $83.38万 | 0.02% | 12,185 | 148 | 1.2% | $1.01万 | 加仓 |
| COWZ | PACER FDS TR | $83.11万 | 0.02% | 13,285 | 2,950 | 28.5% | $18.45万 | 加仓 |
| FXR | FIRST TR EXCHANGE TRADED FD | $82.77万 | 0.02% | 10,140 | -360 | -3.4% | -$2.94万 | 减仓 |
| OPFI | OPPFI INC | $82.49万 | 0.02% | 106,993 | -7,971 | -6.9% | -$6.15万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $81.86万 | 0.02% | 27,089 | 11,814 | 77.3% | $35.70万 | 加仓 |
| — | ISHARES TR | $79.31万 | 0.02% | 21,704 | -1,920 | -8.1% | -$7.02万 | 减仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $78.03万 | 0.02% | 11,258 | -887 | -7.3% | -$6.15万 | 减仓 |
| FSK | FS KKR CAP CORP | $77.97万 | 0.02% | 76,592 | -3,097 | -3.9% | -$3.15万 | 减仓 |
| GSK | GSK PLC | $76.13万 | 0.02% | 13,794 | 690 | 5.3% | $3.81万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $75.92万 | 0.02% | 30,800 | -12,403 | -28.7% | -$30.57万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $75.51万 | 0.02% | 23,588 | 216 | 0.9% | $6,914 | 加仓 |
| MAIN | MAIN STR CAP CORP | $74.65万 | 0.02% | 14,095 | -1,375 | -8.9% | -$7.28万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $74.61万 | 0.02% | 14,727 | -1,039 | -6.6% | -$5.26万 | 减仓 |
| TFC | TRUIST FINL CORP | $73.66万 | 0.02% | 16,024 | 755 | 4.9% | $3.47万 | 加仓 |
| O | REALTY INCOME CORP | $73.42万 | 0.02% | 12,000 | 99 | 0.8% | $6,057 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $71.92万 | 0.02% | 12,923 | 12,923 | — | $71.92万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $71.61万 | 0.02% | 13,127 | -69 | -0.5% | -$3,764 | 减仓 |
| — | GLOBAL X FDS | $70.80万 | 0.02% | 33,651 | -2,247 | -6.3% | -$4.73万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $70.57万 | 0.02% | 14,343 | -563 | -3.8% | -$2.77万 | 减仓 |
| PMBS | PIMCO ETF TR | $69.65万 | 0.02% | 14,042 | 4 | 0.0% | $198 | 加仓 |
| SPAB | SPDR SER TR | $68.87万 | 0.02% | 26,882 | -18 | -0.1% | -$461 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $68.81万 | 0.02% | 13,050 | 13,050 | — | $68.81万 | 新建仓 |
| TYG | TORTOISE ENERGY INFRA CORP | $68.45万 | 0.02% | 13,730 | 102 | 0.7% | $5,085 | 加仓 |
| DDWM | WISDOMTREE TR | $68.26万 | 0.02% | 15,475 | 5,173 | 50.2% | $22.82万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $68.23万 | 0.02% | 16,033 | -310 | -1.9% | -$1.32万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $68.05万 | 0.02% | 12,409 | 12,409 | — | $68.05万 | 新建仓 |
| TTD | THE TRADE DESK INC | $67.59万 | 0.02% | 29,790 | -455 | -1.5% | -$1.03万 | 减仓 |
| DBEF | DBX ETF TR | $66.28万 | 0.02% | 13,417 | -74 | -0.5% | -$3,656 | 减仓 |
| CSX | CSX CORP | $65.82万 | 0.02% | 16,035 | 923 | 6.1% | $3.79万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $65.29万 | 0.02% | 74,448 | 28,643 | 62.5% | $25.12万 | 加仓 |
| USB | US BANCORP DEL | $64.79万 | 0.02% | 12,457 | 25 | 0.2% | $1,300 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $61.86万 | 0.02% | 45,249 | -124 | -0.3% | -$1,695 | 减仓 |
| STPZ | PIMCO ETF TR | $61.68万 | 0.02% | 11,400 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $61.62万 | 0.02% | 70,177 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $60.45万 | 0.02% | 24,385 | -1,027 | -4.0% | -$2.55万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $60.04万 | 0.02% | 17,905 | -1,483 | -7.6% | -$4.97万 | 减仓 |
| BCS | BARCLAYS PLC | $60.02万 | 0.02% | 28,364 | 2,095 | 8.0% | $4.43万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $59.83万 | 0.02% | 15,030 | -280 | -1.8% | -$1.11万 | 减仓 |
| DON | WISDOMTREE TR | $59.45万 | 0.02% | 11,315 | 161 | 1.4% | $8,459 | 加仓 |
| DOCU | DOCUSIGN INC | $59.42万 | 0.02% | 12,534 | 1,450 | 13.1% | $6.87万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $59.03万 | 0.02% | 11,631 | 168 | 1.5% | $8,526 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $58.59万 | 0.02% | 12,186 | 0 | 0.0% | — | 不变 |
| CSV | CARRIAGE SVCS INC | $58.28万 | 0.02% | 12,763 | 12,763 | — | $58.28万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $57.98万 | 0.02% | 11,622 | 11,622 | — | $57.98万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $57.77万 | 0.02% | 11,860 | 180 | 1.5% | $8,768 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $57.45万 | 0.02% | 11,533 | 527 | 4.8% | $2.63万 | 加仓 |
| WTPI | WISDOMTREE TR | $56.95万 | 0.02% | 17,846 | -2,615 | -12.8% | -$8.34万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $54.40万 | 0.02% | 11,436 | 499 | 4.6% | $2.37万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $54.32万 | 0.02% | 11,621 | -2,554 | -18.0% | -$11.94万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $54.19万 | 0.02% | 10,512 | -1,611 | -13.3% | -$8.30万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $53.98万 | 0.02% | 60,041 | 991 | 1.7% | $8,909 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WR | $53.61万 | 0.01% | 37,177 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SER TR | $53.38万 | 0.01% | 11,726 | 300 | 2.6% | $1.37万 | 加仓 |
| USHY | ISHARES TR | $52.14万 | 0.01% | 14,153 | 14,153 | — | $52.14万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $51.90万 | 0.01% | 11,572 | 103 | 0.9% | $4,619 | 加仓 |
| NOK | NOKIA CORP | $49.44万 | 0.01% | 61,495 | 61,495 | — | $49.44万 | 新建仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $49.23万 | 0.01% | 10,070 | -696 | -6.5% | -$3.40万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $48.66万 | 0.01% | 27,034 | 27,034 | — | $48.66万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $48.28万 | 0.01% | 56,009 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $48.04万 | 0.01% | 20,967 | 3,771 | 21.9% | $8.64万 | 加仓 |
| — | GRANITESHARES ETF TR | $48.02万 | 0.01% | 18,282 | -1,120 | -5.8% | -$2.94万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $47.76万 | 0.01% | 13,488 | -2,010 | -13.0% | -$7.12万 | 减仓 |
| JD | JD.COM INC | $47.15万 | 0.01% | 15,947 | 15,947 | — | $47.15万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $46.84万 | 0.01% | 10,260 | -6,197 | -37.7% | -$28.29万 | 减仓 |
| CART | MAPLEBEAR INC | $46.63万 | 0.01% | 12,447 | -438 | -3.4% | -$1.64万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $46.49万 | 0.01% | 45,138 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $46.46万 | 0.01% | 11,873 | 62 | 0.5% | $2,426 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $46.26万 | 0.01% | 27,038 | 976 | 3.7% | $1.67万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $46.19万 | 0.01% | 10,769 | 135 | 1.3% | $5,790 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $45.90万 | 0.01% | 40,870 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $44.68万 | 0.01% | 22,209 | 0 | 0.0% | — | 不变 |
| HEGD | LISTED FDS TR | $44.48万 | 0.01% | 18,009 | 402 | 2.3% | $9,929 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $43.98万 | 0.01% | 25,688 | 0 | 0.0% | — | 不变 |
| KHPI | MANAGED PORTFOLIO SERIES | $43.64万 | 0.01% | 18,025 | 18,025 | — | $43.64万 | 新建仓 |
| FMDE | FIDELITY COVINGTON TRUST | $43.07万 | 0.01% | 11,977 | 11,977 | — | $43.07万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $42.88万 | 0.01% | 12,100 | 870 | 7.7% | $3.08万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $41.94万 | 0.01% | 15,660 | 15,660 | — | $41.94万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $41.78万 | 0.01% | 51,136 | 450 | 0.9% | $3,676 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $41.29万 | 0.01% | 10,536 | -5,817 | -35.6% | -$22.80万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $41.24万 | 0.01% | 25,972 | -13,327 | -33.9% | -$21.16万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $41.21万 | 0.01% | 14,333 | 33 | 0.2% | $949 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $41.02万 | 0.01% | 36,752 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $40.89万 | 0.01% | 23,036 | -1,476 | -6.0% | -$2.62万 | 减仓 |
| HYEM | VANECK ETF TRUST | $39.59万 | 0.01% | 20,064 | -1,167 | -5.5% | -$2.30万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $39.35万 | 0.01% | 57,276 | 2,078 | 3.8% | $1.43万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $39.20万 | 0.01% | 20,874 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $38.90万 | 0.01% | 15,315 | 15,315 | — | $38.90万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $37.51万 | 0.01% | 10,005 | 10,005 | — | $37.51万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $37.36万 | 0.01% | 13,342 | 1,722 | 14.8% | $4.82万 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $37.24万 | 0.01% | 70,000 | -10,000 | -12.5% | -$5.32万 | 减仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $36.78万 | 0.01% | 29,375 | 0 | 0.0% | — | 不变 |
| OAKM | HARRIS OAKMARK ETF TRUST | $36.68万 | 0.01% | 13,305 | -22,034 | -62.4% | -$60.74万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $36.48万 | 0.01% | 12,276 | -675 | -5.2% | -$2.01万 | 减仓 |
| PFFD | GLOBAL X | $35.71万 | 0.01% | 19,409 | 23 | 0.1% | $423 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $34.68万 | 0.01% | 13,200 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $34.11万 | 0.01% | 15,014 | -24,464 | -62.0% | -$55.58万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $33.85万 | 0.01% | 66,374 | -6,790 | -9.3% | -$3.46万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $33.54万 | 0.01% | 13,913 | -71 | -0.5% | -$1,711 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $33.05万 | 0.01% | 19,192 | -272 | -1.4% | -$4,684 | 减仓 |
| NIO | NIO INC | $33.03万 | 0.01% | 54,775 | -774 | -1.4% | -$4,667 | 减仓 |