13F 机构持仓

WCG Wealth Advisors LLC

LAS VEGAS NV · SEC CIK 0001855713

2026Q22026Q1 更早 9 个季度 🔒
$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
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

PYLD 3.4%
NVDA 2.8%
SPYM 2.2%
AAPL 2.1%
DBX ETF TR 1.8%
RODM 1.7%
MUNI 1.7%
IVV 1.7%
AMZN 1.7%
GOOGL 1.4%

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
DNP DNP SELECT INCOME FD INC $48.70万0.01%45,138 00.0% — 不变
AVK ADVENT CONV & INCOME FD $48.15万0.01%36,752 00.0% — 不变
XNEAX NUVEEN AMT FREE QLTY MUN INC $47.98万0.01%40,870 00.0% — 不变
INCM FRANKLIN TEMPLETON ETF TR $46.94万0.01%16,269 1,93613.5% $5.59万 加仓
XYLD GLOBAL X FDS $46.38万0.01%11,370 -503-4.2% -$2.05万 减仓
HEGD LISTED FDS TR $45.20万0.01%16,953 -1,056-5.9% -$2.82万 减仓
PDI PIMCO DYNAMIC INCOME FD $45.15万0.01%27,039 10.0% $17 加仓
— GRANITESHARES ETF TR $43.85万0.01%18,211 -71-0.4% -$1,710 减仓
— EATON VANCE RISK-MANAGED DIV $42.29万0.01%51,136 00.0% — 不变
SFLR INNOVATOR ETFS TRUST $41.35万0.01%10,718 -2,770-20.5% -$10.69万 减仓
FMDE FIDELITY COVINGTON TRUST $41.32万0.01%10,181 -1,796-15.0% -$7.29万 减仓
FPE FIRST TR EXCH TRADED FD III $41.18万0.01%23,034 -2-0.0% -$36 减仓
EOI EATON VANCE ENHANCED EQUITY $41.04万0.01%20,874 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $40.96万0.01%19,142 2,76216.9% $5.91万 加仓
HYEM VANECK ETF TRUST $40.30万0.01%20,038 -26-0.1% -$523 减仓
— GLOBAL X FDS $39.43万0.01%17,811 -15,840-47.1% -$35.07万 减仓
WTPI WISDOMTREE TR $39.39万0.01%12,012 -5,834-32.7% -$19.13万 减仓
TTD THE TRADE DESK INC $37.41万0.01%20,689 -9,101-30.6% -$16.45万 减仓
TDVI FIRST TR EXCHANGE-TRADED FD $36.80万0.01%11,586 11,586— $36.80万 新建仓
MSIF MSC INCOME FUND INC $36.79万0.01%31,801 5,31820.1% $6.15万 加仓
BIT BLACKROCK MULTI SECTOR INC T $36.78万0.01%29,375 00.0% — 不变
PHYS SPROTT ASSET MANAGEMENT LP $36.51万0.01%12,100 00.0% — 不变
PFFD GLOBAL X FDS $36.32万0.01%19,432 230.1% $430 加仓
— FRANKLIN TEMPLETON DIGITAL H $36.07万0.01%10,636 1000.9% $3,391 加仓
ARKX ARK ETF TR $35.45万0.01%10,389 3193.2% $1.09万 重新持有
SCHX SCHWAB STRATEGIC TR $34.40万0.01%11,688 -328-2.7% -$9,653 减仓
GGN GAMCO GLOBAL GOLD NAT RES & $33.88万0.01%70,000 00.0% — 不变
PEGA PEGASYSTEMS INC $33.61万0.01%11,213 -4,820-30.1% -$14.45万 减仓
MMIT NEW YORK LIFE INVTS ACTIVE E $33.52万0.01%13,767 -146-1.0% -$3,555 减仓
SMR NUSCALE PWR CORP $33.14万0.01%33,036 33,036— $33.14万 新建仓
RIOT RIOT PLATFORMS INC $32.63万0.01%11,918 11,918— $32.63万 新建仓
U UNITY SOFTWARE INC $32.08万0.01%11,226 4894.6% $1.40万 加仓
SOUN SOUNDHOUND AI INC $32.01万0.01%49,478 -7,798-13.6% -$5.05万 减仓
JOBY JOBY AVIATION INC $31.95万0.01%35,823 -3,644-9.2% -$3.25万 减仓
SILJ AMPLIFY ETF TR $31.73万0.01%12,242 -34-0.3% -$881 减仓
TIPX SPDR SERIES TRUST $28.87万0.01%15,251 15,251— $28.87万 新建仓
BUFZ FIRST TR EXCHNG TRADED FD VI $28.49万0.01%10,200 -3,000-22.7% -$8.38万 减仓
— VANECK ETF TRUST $27.80万0.01%10,818 -20-0.2% -$514 减仓
SCHH SCHWAB STRATEGIC TR $27.66万0.01%11,681 11,681— $27.66万 新建仓
HIMX HIMAX TECHNOLOGIES INC $27.40万0.01%17,864 17,864— $27.40万 新建仓
RXRX RECURSION PHARMACEUTICALS IN $26.98万0.01%73,524 13,05921.6% $4.79万 重新持有
BITQ BITWISE FUNDS TRUST $25.75万0.01%10,512 -606-5.5% -$1.48万 重新持有
NIO NIO INC $25.01万0.01%49,423 -5,352-9.8% -$2.71万 减仓
FSCO FS CREDIT OPPORTUNITIES CORP $24.55万0.01%49,199 -17,175-25.9% -$8.57万 减仓
ACHR ARCHER AVIATION INC $24.12万0.01%50,986 17,52752.4% $8.29万 重新持有
NLY ANNALY CAPITAL MANAGEMENT IN $24.00万0.01%10,735 10,735— $24.00万 新建仓
TE T1 ENERGY INC $23.64万0.01%24,936 24,936— $23.64万 新建仓
PDBC INVESCO ACTVELY MNGD ETC FD $22.06万0.01%13,890 -132-0.9% -$2,096 减仓
PGX INVESCO EXCH TRADED FD TR II $21.48万0.01%19,818 -1,183-5.6% -$1.28万 减仓
— FIRST TR EXCHANGE-TRADED FD $21.36万0.01%10,029 10,029— $21.36万 新建仓
PFFA ETFIS SER TR I $21.26万0.01%10,333 00.0% — 不变
BSCR INVESCO EXCH TRD SLF IDX FD $20.79万0.00%10,598 -25-0.2% -$490 减仓
— GRANITESHARES PLATINUM TR $20.77万0.00%13,900 00.0% — 不变
LQTI FIRST TR EXCHANGE-TRADED FD $20.63万0.00%10,683 10,683— $20.63万 新建仓
CX CEMEX SA EURO MTN BE 144A $20.40万0.00%17,000 17,000— $20.40万 新建仓
CLIP GLOBAL X FDS $00.00%0 -145,651-100.0% -$1,461.75万 清仓
OEF ISHARES TR $00.00%0 -28,312-100.0% -$900.59万 清仓
QUAL ISHARES TR $00.00%0 -32,153-100.0% -$616.75万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -45,876-100.0% -$575.56万 清仓
RKT ROCKET COS INC $00.00%0 -356,916-100.0% -$508.61万 清仓
AZN ASTRAZENECA PLC $00.00%0 -25,758-100.0% -$508.00万 清仓
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -296,610-100.0% -$464.20万 清仓
IAGG ISHARES TR $00.00%0 -68,591-100.0% -$343.25万 清仓
NOW SERVICENOW INC $00.00%0 -17,737-100.0% -$185.44万 清仓
FLQM FRANKLIN TEMPLETON ETF TR $00.00%0 -28,913-100.0% -$158.82万 清仓
AUSF GLOBAL X FDS $00.00%0 -30,856-100.0% -$149.19万 清仓
RBLX ROBLOX CORP $00.00%0 -22,883-100.0% -$129.43万 清仓
C CITIGROUP INC $00.00%0 -11,215-100.0% -$127.19万 清仓
ICVT ISHARES TR $00.00%0 -11,664-100.0% -$118.73万 清仓
EMB ISHARES TR $00.00%0 -12,087-100.0% -$113.53万 清仓
EBAY EBAY INC. $00.00%0 -12,239-100.0% -$111.40万 清仓
HLN HALEON PLC $00.00%0 -104,689-100.0% -$104.79万 清仓
FDL FIRST TR EXCHANGE-TRADED FD $00.00%0 -16,651-100.0% -$84.59万 清仓
FXR FIRST TR EXCHANGE TRADED FD $00.00%0 -10,140-100.0% -$82.77万 清仓
GIL GILDAN ACTIVEWEAR INC $00.00%0 -12,923-100.0% -$71.92万 清仓
— EXCHANGE LISTED FDS TR $00.00%0 -13,050-100.0% -$68.81万 清仓
JSI JANUS DETROIT STR TR $00.00%0 -10,512-100.0% -$54.19万 清仓
NOK NOKIA CORP $00.00%0 -61,495-100.0% -$49.44万 清仓
JD JD.COM INC $00.00%0 -15,947-100.0% -$47.15万 清仓
SPDW SPDR INDEX SHS FDS $00.00%0 -10,260-100.0% -$46.84万 清仓
DXYZ DESTINY TECH100 INC $00.00%0 -15,660-100.0% -$41.94万 清仓
FELG FIDELITY COVINGTON TRUST $00.00%0 -10,005-100.0% -$37.51万 清仓
OAKM HARRIS OAKMARK ETF TRUST $00.00%0 -13,305-100.0% -$36.68万 清仓
DBX DROPBOX INC $00.00%0 -15,014-100.0% -$34.11万 清仓
FTHI FIRST TR EXCHANGE TRADED FD $00.00%0 -12,797-100.0% -$29.37万 清仓
SONY SONY GROUP CORP $00.00%0 -12,254-100.0% -$25.37万 清仓
SERV SERVE ROBOTICS INC $00.00%0 -29,670-100.0% -$25.04万 清仓
FSSL FS SPECIALTY LENDING FD $00.00%0 -19,595-100.0% -$24.51万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -11,172-100.0% -$23.34万 清仓
RIVN RIVIAN AUTOMOTIVE INC $00.00%0 -15,142-100.0% -$22.79万 清仓
MLN VANECK ETF TRUST $00.00%0 -12,327-100.0% -$21.50万 清仓