WPG Advisers, LLC
BALTIMORE MD · SEC CIK 0002067343
$1.36亿2026Q1 申报市值
1,476持仓数
44.2%前十大占比 · 第一大 7.8%
66 / 60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
GRID 加仓+$389.88万
PULS 加仓+$158.16万
IDMO 加仓+$133.65万
AIRR 加仓+$86.25万
IVV 加仓+$69.50万
2026Q1 卖出最多 按季末市值估算
FTGS 清仓-$51.14万
YEAR 减仓-$33.34万
VB 减仓-$31.90万
IQLT 减仓-$25.32万
MSFT 减仓-$22.39万
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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $10.62万 | 0.08% | 811 | -233 | -22.3% | -$3.05万 | 减仓 |
| USIG | ISHARES TR | $10.63万 | 0.08% | 2,075 | -47 | -2.2% | -$2,408 | 减仓 |
| INTC | INTEL CORP | $10.70万 | 0.08% | 2,425 | -867 | -26.3% | -$3.83万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.74万 | 0.08% | 127 | -6 | -4.5% | -$5,076 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $10.88万 | 0.08% | 917 | 93 | 11.3% | $1.10万 | 加仓 |
| ROST | ROSS STORES INC | $10.92万 | 0.08% | 504 | 13 | 2.6% | $2,816 | 加仓 |
| NLR | VANECK ETF TRUST | $10.96万 | 0.08% | 823 | 623 | 311.5% | $8.30万 | 加仓 |
| MO | ALTRIA GROUP INC | $10.97万 | 0.08% | 1,663 | -392 | -19.1% | -$2.59万 | 减仓 |
| FEGE | RBB FUND TRUST | $11.00万 | 0.08% | 2,341 | 270 | 13.0% | $1.27万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $11.05万 | 0.08% | 185 | -5 | -2.6% | -$2,988 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $11.07万 | 0.08% | 255 | -16 | -5.9% | -$6,943 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $11.15万 | 0.08% | 1,839 | 71 | 4.0% | $4,306 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $11.17万 | 0.08% | 1,334 | -197 | -12.9% | -$1.65万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $11.25万 | 0.08% | 252 | 7 | 2.9% | $3,126 | 加仓 |
| EOG | EOG RES INC | $11.46万 | 0.08% | 793 | 209 | 35.8% | $3.02万 | 加仓 |
| MCO | MOODYS CORP | $11.56万 | 0.09% | 265 | 1 | 0.4% | $436 | 加仓 |
| GILD | GILEAD SCIENCES INC | $11.72万 | 0.09% | 841 | -29 | -3.3% | -$4,042 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $11.96万 | 0.09% | 720 | 508 | 239.6% | $8.44万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $12.02万 | 0.09% | 1,916 | 203 | 11.9% | $1.27万 | 加仓 |
| HD | HOME DEPOT INC | $12.23万 | 0.09% | 372 | -1 | -0.3% | -$329 | 减仓 |
| APH | AMPHENOL CORP | $12.26万 | 0.09% | 970 | -148 | -13.2% | -$1.87万 | 减仓 |
| MS | MORGAN STANLEY | $12.47万 | 0.09% | 758 | -60 | -7.3% | -$9,874 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $12.72万 | 0.09% | 1,605 | -50 | -3.0% | -$3,963 | 减仓 |
| KO | COCA COLA CO | $12.72万 | 0.09% | 1,673 | -281 | -14.4% | -$2.14万 | 减仓 |
| MBB | ISHARES TR | $12.74万 | 0.09% | 1,342 | -64 | -4.6% | -$6,077 | 减仓 |
| COR | CENCORA INC | $13.10万 | 0.10% | 417 | -55 | -11.7% | -$1.73万 | 减仓 |
| ARKK | ARK ETF TR | $13.29万 | 0.10% | 1,967 | -180 | -8.4% | -$1.22万 | 减仓 |
| BCI | ABRDN ETFS | $13.56万 | 0.10% | 5,581 | 949 | 20.5% | $2.31万 | 加仓 |
| NVS | NOVARTIS AG | $13.79万 | 0.10% | 903 | 482 | 114.5% | $7.36万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $13.83万 | 0.10% | 1,764 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $13.84万 | 0.10% | 558 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $13.99万 | 0.10% | 5,403 | -191 | -3.4% | -$4,947 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $14.14万 | 0.10% | 653 | -52 | -7.4% | -$1.13万 | 减仓 |
| QXO | QXO INC | $14.16万 | 0.10% | 7,294 | 1,141 | 18.5% | $2.22万 | 加仓 |
| PEP | PEPSICO INC | $14.24万 | 0.10% | 917 | -36 | -3.8% | -$5,590 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $14.35万 | 0.11% | 477 | -4 | -0.8% | -$1,203 | 减仓 |
| LOW | LOWES COS INC | $14.70万 | 0.11% | 622 | -26 | -4.0% | -$6,145 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $14.75万 | 0.11% | 5,543 | -463 | -7.7% | -$1.23万 | 减仓 |
| EMLC | VANECK ETF TRUST | $15.59万 | 0.11% | 6,210 | -276 | -4.3% | -$6,930 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $15.60万 | 0.11% | 2,251 | -811 | -26.5% | -$5.62万 | 减仓 |
| ILMN | ILLUMINA INC | $15.80万 | 0.12% | 1,282 | 350 | 37.6% | $4.31万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $15.85万 | 0.12% | 3,131 | 5 | 0.2% | $253 | 加仓 |
| TJX | TJX COS INC NEW | $16.21万 | 0.12% | 1,015 | -96 | -8.6% | -$1.53万 | 减仓 |
| SE | SEA LTD | $16.27万 | 0.12% | 1,965 | -843 | -30.0% | -$6.98万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $16.44万 | 0.12% | 343 | -149 | -30.3% | -$7.14万 | 减仓 |
| WELL | WELLTOWER INC | $16.49万 | 0.12% | 834 | 191 | 29.7% | $3.78万 | 加仓 |
| MRK | MERCK & CO INC | $16.79万 | 0.12% | 1,396 | -94 | -6.3% | -$1.13万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $17.09万 | 0.13% | 608 | -123 | -16.8% | -$3.46万 | 减仓 |
| CAT | CATERPILLAR INC | $17.14万 | 0.13% | 242 | -36 | -12.9% | -$2.55万 | 减仓 |
| PAAA | PGIM ETF TR | $17.46万 | 0.13% | 3,412 | 3,412 | — | $17.46万 | 新建仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $17.48万 | 0.13% | 3,838 | -535 | -12.2% | -$2.44万 | 减仓 |
| T | AT&T INC | $17.70万 | 0.13% | 6,104 | -344 | -5.3% | -$9,973 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $17.81万 | 0.13% | 4,286 | -715 | -14.3% | -$2.97万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $17.93万 | 0.13% | 389 | -22 | -5.4% | -$1.01万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $18.06万 | 0.13% | 888 | -61 | -6.4% | -$1.24万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $18.22万 | 0.13% | 3,630 | 4 | 0.1% | $201 | 加仓 |
| MA | MASTERCARD INCORPORATED | $18.39万 | 0.14% | 368 | -38 | -9.4% | -$1.90万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $18.43万 | 0.14% | 305 | -198 | -39.4% | -$11.97万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $18.51万 | 0.14% | 5,211 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $18.57万 | 0.14% | 879 | 139 | 18.8% | $2.94万 | 加仓 |
| ESGD | ISHARES TR | $18.88万 | 0.14% | 1,974 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $19.00万 | 0.14% | 1,675 | -181 | -9.8% | -$2.05万 | 减仓 |
| ASML | ASML HLDG NV | $19.02万 | 0.14% | 144 | -38 | -20.9% | -$5.02万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $19.46万 | 0.14% | 2,963 | -72 | -2.4% | -$4,730 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $19.62万 | 0.14% | 809 | -76 | -8.6% | -$1.84万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $19.63万 | 0.14% | 1,187 | -73 | -5.8% | -$1.21万 | 减仓 |
| HYD | VANECK ETF TRUST | $20.30万 | 0.15% | 4,049 | 127 | 3.2% | $6,368 | 加仓 |
| USMV | ISHARES TR | $20.64万 | 0.15% | 2,226 | -87 | -3.8% | -$8,068 | 减仓 |
| CTVA | CORTEVA INC | $20.70万 | 0.15% | 2,473 | -41 | -1.6% | -$3,432 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.78万 | 0.15% | 1,403 | -19 | -1.3% | -$2,814 | 减仓 |
| GEV | GE VERNOVA INC | $20.95万 | 0.15% | 240 | -89 | -27.1% | -$7.77万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $21.97万 | 0.16% | 9,053 | -259 | -2.8% | -$6,286 | 减仓 |
| VBR | VANGUARD INDEX FDS | $22.12万 | 0.16% | 1,018 | -34 | -3.2% | -$7,387 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $23.06万 | 0.17% | 7,930 | -727 | -8.4% | -$2.11万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $23.33万 | 0.17% | 772 | -18 | -2.3% | -$5,440 | 减仓 |
| AZN | ASTRAZENECA PLC | $23.65万 | 0.17% | 1,199 | 1,199 | — | $23.65万 | 新建仓 |
| GLW | CORNING INC | $23.74万 | 0.17% | 1,746 | 323 | 22.7% | $4.39万 | 加仓 |
| LIN | LINDE PLC | $24.09万 | 0.18% | 486 | -38 | -7.3% | -$1.88万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $24.15万 | 0.18% | 5,026 | -165 | -3.2% | -$7,928 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $24.42万 | 0.18% | 4,518 | -386 | -7.9% | -$2.09万 | 减仓 |
| WMT | WALMART INC | $24.55万 | 0.18% | 1,975 | -137 | -6.5% | -$1.70万 | 减仓 |
| MCK | MCKESSON CORP | $24.75万 | 0.18% | 286 | -3 | -1.0% | -$2,596 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.02万 | 0.18% | 251 | 4 | 1.6% | $3,986 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $25.64万 | 0.19% | 759 | 70 | 10.2% | $2.36万 | 加仓 |
| GE | GE AEROSPACE | $26.25万 | 0.19% | 925 | -30 | -3.1% | -$8,513 | 减仓 |
| IDEV | ISHARES TR | $26.69万 | 0.20% | 3,194 | -55 | -1.7% | -$4,596 | 减仓 |
| BAC | BANK AMERICA CORP | $27.88万 | 0.21% | 5,719 | -1,268 | -18.1% | -$6.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $28.71万 | 0.21% | 976 | -99 | -9.2% | -$2.91万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $29.04万 | 0.21% | 2,799 | 98 | 3.6% | $1.02万 | 加仓 |
| — | EXXON MOBIL CORP | $29.06万 | 0.21% | 1,713 | -64 | -3.6% | -$1.09万 | 减仓 |
| LLY | ELI LILLY & CO | $29.16万 | 0.21% | 317 | -42 | -11.7% | -$3.86万 | 减仓 |
| CSCO | CISCO SYS INC | $31.32万 | 0.23% | 4,036 | -459 | -10.2% | -$3.56万 | 减仓 |
| V | VISA INC | $32.34万 | 0.24% | 1,070 | -53 | -4.7% | -$1.60万 | 减仓 |
| ACWV | ISHARES INC | $33.41万 | 0.25% | 2,796 | -58 | -2.0% | -$6,932 | 减仓 |
| CVX | CHEVRON CORPORATION | $33.44万 | 0.25% | 1,616 | -153 | -8.6% | -$3.17万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $34.34万 | 0.25% | 14,726 | -377 | -2.5% | -$8,792 | 减仓 |
| IEFA | ISHARES TR | $35.98万 | 0.27% | 3,974 | -20 | -0.5% | -$1,811 | 减仓 |
| HYMB | SPDR SERIES TRUST | $36.37万 | 0.27% | 14,667 | -28 | -0.2% | -$694 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $36.82万 | 0.27% | 14,359 | -973 | -6.3% | -$2.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.65万 | 0.30% | 625 | 21 | 3.5% | $1.37万 | 加仓 |