13F 机构持仓

WPG Advisers, LLC

BALTIMORE MD · SEC CIK 0002067343

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.70亿2026Q2
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

QQQ 7.8%
IVV 6.5%
AIRR 5.4%
SCHG 5.3%
IQLT 4.4%
GRID 3.6%
PULS 3.2%
MGV 3.2%
SCHD 2.9%
JHMM 2.1%

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
BRK/B BERKSHIRE HATHAWAY INC DEL $16.44万0.12%343 -149-30.3% -$7.14万 减仓
SE SEA LTD $16.27万0.12%1,965 -843-30.0% -$6.98万 减仓
TJX TJX COS INC NEW $16.21万0.12%1,015 -96-8.6% -$1.53万 减仓
JPST J P MORGAN EXCHANGE TRADED F $15.85万0.12%3,131 50.2% $253 加仓
ILMN ILLUMINA INC $15.80万0.12%1,282 35037.6% $4.31万 加仓
HOOD ROBINHOOD MKTS INC $15.60万0.11%2,251 -811-26.5% -$5.62万 减仓
EMLC VANECK ETF TRUST $15.59万0.11%6,210 -276-4.3% -$6,930 减仓
SCHP SCHWAB STRATEGIC TR $14.75万0.11%5,543 -463-7.7% -$1.23万 减仓
LOW LOWES COS INC $14.70万0.11%622 -26-4.0% -$6,145 减仓
LPLA LPL FINL HLDGS INC $14.35万0.11%477 -4-0.8% -$1,203 减仓
PEP PEPSICO INC $14.24万0.10%917 -36-3.8% -$5,590 减仓
QXO QXO INC $14.16万0.10%7,294 1,14118.5% $2.22万 加仓
AJG GALLAGHER ARTHUR J & CO $14.14万0.10%653 -52-7.4% -$1.13万 减仓
IBN ICICI BANK LIMITED $13.99万0.10%5,403 -191-3.4% -$4,947 减仓
IWM ISHARES TR $13.84万0.10%558 00.0% — 不变
BSV VANGUARD BD INDEX FDS $13.83万0.10%1,764 00.0% — 不变
NVS NOVARTIS AG $13.79万0.10%903 482114.5% $7.36万 加仓
BCI ABRDN ETFS $13.56万0.10%5,581 94920.5% $2.31万 加仓
ARKK ARK ETF TR $13.29万0.10%1,967 -180-8.4% -$1.22万 减仓
COR CENCORA INC $13.10万0.10%417 -55-11.7% -$1.73万 减仓
MBB ISHARES TR $12.74万0.09%1,342 -64-4.6% -$6,077 减仓
KO COCA COLA CO $12.72万0.09%1,673 -281-14.4% -$2.14万 减仓
VCSH VANGUARD SCOTTSDALE FDS $12.72万0.09%1,605 -50-3.0% -$3,963 减仓
MS MORGAN STANLEY $12.47万0.09%758 -60-7.3% -$9,874 减仓
APH AMPHENOL CORP $12.26万0.09%970 -148-13.2% -$1.87万 减仓
HD HOME DEPOT INC $12.23万0.09%372 -1-0.3% -$329 减仓
BSX BOSTON SCIENTIFIC CORP $12.02万0.09%1,916 20311.9% $1.27万 加仓
CHRW C H ROBINSON WORLDWIDE IN $11.96万0.09%720 508239.6% $8.44万 加仓
GILD GILEAD SCIENCES INC $11.72万0.09%841 -29-3.3% -$4,042 减仓
MCO MOODYS CORP $11.56万0.09%265 10.4% $436 加仓
EOG EOG RES INC $11.46万0.08%793 20935.8% $3.02万 加仓
VRTX VERTEX PHARMACEUTICALS INC $11.25万0.08%252 72.9% $3,126 加仓
NYT NEW YORK TIMES CO MTN BE $11.17万0.08%1,334 -197-12.9% -$1.65万 减仓
BMY BRISTOL-MYERS SQUIBB CO $11.15万0.08%1,839 714.0% $4,306 加仓
MSI MOTOROLA SOLUTIONS INC $11.07万0.08%255 -16-5.9% -$6,943 减仓
VOO VANGUARD INDEX FDS $11.05万0.08%185 -5-2.6% -$2,988 减仓
FEGE RBB FUND TRUST $11.00万0.08%2,341 27013.0% $1.27万 加仓
MO ALTRIA GROUP INC $10.97万0.08%1,663 -392-19.1% -$2.59万 减仓
NLR VANECK ETF TRUST $10.96万0.08%823 623311.5% $8.30万 加仓
ROST ROSS STORES INC $10.92万0.08%504 132.6% $2,816 加仓
BNY BANK NEW YORK MELLON CORP $10.88万0.08%917 9311.3% $1.10万 加仓
GS GOLDMAN SACHS GROUP INC $10.74万0.08%127 -6-4.5% -$5,076 减仓
INTC INTEL CORP $10.70万0.08%2,425 -867-26.3% -$3.83万 减仓
USIG ISHARES TR $10.63万0.08%2,075 -47-2.2% -$2,408 减仓
DUK DUKE ENERGY CORP NEW $10.62万0.08%811 -233-22.3% -$3.05万 减仓
ADI ANALOG DEVICES INC $10.59万0.08%333 -30-8.3% -$9,544 减仓
TLN TALEN ENERGY CORP $10.57万0.08%331 -406-55.1% -$12.96万 减仓
— ISHARES TR $10.52万0.08%1,616 00.0% — 不变
CB CHUBB LTD SWITZ $10.14万0.07%311 -16-4.9% -$5,215 减仓
RACE FERRARI N V $10.02万0.07%296 -146-33.0% -$4.94万 减仓
COP CONOCOPHILLIPS $9.98万0.07%756 -91-10.7% -$1.20万 减仓
TMUS T-MOBILE US INC $9.96万0.07%474 -220-31.7% -$4.62万 减仓
MCD MCDONALDS CORP $9.79万0.07%315 -64-16.9% -$1.99万 减仓
NFJ VIRTUS DIVIDEND INTEREST & P $9.78万0.07%7,754 3825.2% $4,817 加仓
TMO THERMO FISHER SCIENTIFIC INC $9.73万0.07%198 -9-4.3% -$4,424 减仓
TREX TREX INC $9.68万0.07%2,659 00.0% — 不变
AZO AUTOZONE INC $9.46万0.07%28 -3-9.7% -$1.01万 减仓
NFG NATIONAL FUEL GAS CO $9.43万0.07%1,004 -72-6.7% -$6,765 减仓
RDDT REDDIT INC $9.40万0.07%698 -10-1.4% -$1,347 减仓
INCY INCYTE CORP $9.37万0.07%996 -56-5.3% -$5,271 减仓
NOC NORTHROP GRUMMAN CORP $9.28万0.07%136 00.0% — 不变
HEI/A HEICO CORP NEW $9.25万0.07%438 -75-14.6% -$1.58万 减仓
TXN TEXAS INSTRS INC $9.14万0.07%471 -4-0.8% -$777 减仓
MPC MARATHON PETE CORP $9.06万0.07%371 -20-5.1% -$4,884 减仓
RGA REINSURANCE GROUP AMER INC $9.04万0.07%443 -5-1.1% -$1,021 减仓
CRWV COREWEAVE INC $8.98万0.07%1,159 14314.1% $1.11万 加仓
INTU INTUIT $8.91万0.07%206 -61-22.8% -$2.64万 减仓
TRV TRAVELERS COMPANIES INC $8.78万0.06%301 -39-11.5% -$1.14万 减仓
JCI JOHNSON CONTROLS INTERNATION $8.77万0.06%670 -68-9.2% -$8,905 减仓
UNH UNITEDHEALTH GROUP INC $8.71万0.06%322 -58-15.3% -$1.57万 减仓
ESGE ISHARES INC $8.67万0.06%1,907 00.0% — 不变
BA BOEING CO $8.64万0.06%434 -57-11.6% -$1.13万 减仓
KR KROGER CO $8.61万0.06%1,190 -178-13.0% -$1.29万 减仓
UNM UNUM GROUP $8.44万0.06%1,156 -175-13.1% -$1.28万 减仓
ORLY OREILLY AUTOMOTIVE INC $8.37万0.06%907 -190-17.3% -$1.75万 减仓
CLIP GLOBAL X FDS $8.35万0.06%832 -44-5.0% -$4,416 减仓
CMCSA COMCAST CORP NEW $8.23万0.06%2,865 642.3% $1,837 加仓
CDNS CADENCE DESIGN SYSTEM INC $8.22万0.06%296 72.4% $1,945 加仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $8.21万0.06%8,913 -138-1.5% -$1,271 减仓
NTRA NATERA INC $8.12万0.06%406 338.8% $6,600 加仓
ANET ARISTA NETWORKS INC $7.97万0.06%649 8615.3% $1.06万 加仓
PFE PFIZER INC $7.93万0.06%2,824 -4,250-60.1% -$11.93万 减仓
AMAT APPLIED MATLS INC $7.93万0.06%232 -14-5.7% -$4,785 减仓
STT STATE STR CORP $7.91万0.06%625 -63-9.2% -$7,973 减仓
EXEL EXELIXIS INC $7.91万0.06%1,844 -197-9.7% -$8,449 减仓
EBAY EBAY INC. $7.89万0.06%867 -182-17.3% -$1.66万 减仓
AMGN AMGEN INC $7.78万0.06%221 3216.9% $1.13万 加仓
SPOT SPOTIFY TECHNOLOGY S A $7.66万0.06%158 -130-45.1% -$6.30万 减仓
DWM WISDOMTREE TR $7.59万0.06%1,086 -15-1.4% -$1,048 减仓
VOYG VOYAGER TECHNOLOGIES INC $7.55万0.06%3,228 -161-4.8% -$3,766 减仓
MSTR STRATEGY INC $7.54万0.06%604 417.3% $5,117 加仓
WCN WASTE CONNECTIONS INC $7.52万0.06%463 -456-49.6% -$7.41万 减仓
FLDR FIDELITY MERRIMACK STR TR $7.51万0.06%1,501 -1,793-54.4% -$8.97万 减仓
NKE NIKE INC $7.51万0.06%1,422 18715.1% $9,877 加仓
DHR DANAHER CORP DEL $7.43万0.05%392 -23-5.5% -$4,361 减仓
SHOP SHOPIFY INC $7.34万0.05%619 -161-20.6% -$1.91万 减仓
MDT MEDTRONIC PLC $7.32万0.05%845 -109-11.4% -$9,445 减仓
PANW PALO ALTO NETWORKS INC $7.31万0.05%456 -96-17.4% -$1.54万 减仓
CF CF INDUSTRIES HOLD $7.25万0.05%558 61.1% $779 加仓
— HONEYWELL INTL INC $7.23万0.05%320 8938.5% $2.01万 加仓