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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,054.05万 | 7.77% | 18,262 | 843 | 4.8% | $48.66万 | 加仓 |
| IVV | ISHARES TR | $877.85万 | 6.47% | 13,439 | 1,064 | 8.6% | $69.50万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $733.70万 | 5.41% | 66,230 | 7,786 | 13.3% | $86.25万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $718.15万 | 5.29% | 246,532 | 16,932 | 7.4% | $49.32万 | 加仓 |
| IQLT | ISHARES TR | $590.59万 | 4.35% | 127,750 | -5,478 | -4.1% | -$25.32万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $484.98万 | 3.57% | 29,648 | 23,834 | 409.9% | $389.88万 | 加仓 |
| PULS | PGIM ETF TR | $433.45万 | 3.19% | 87,566 | 31,951 | 57.5% | $158.16万 | 加仓 |
| MGV | VANGUARD WORLD FD | $429.14万 | 3.16% | 29,606 | -33 | -0.1% | -$4,783 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $396.05万 | 2.92% | 129,092 | -4,542 | -3.4% | -$13.93万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $281.26万 | 2.07% | 41,904 | -3,243 | -7.2% | -$21.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $275.96万 | 2.03% | 15,824 | -386 | -2.4% | -$6.73万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $264.07万 | 1.95% | 48,153 | 24,371 | 102.5% | $133.65万 | 加仓 |
| AMZN | AMAZON COM INC | $223.68万 | 1.65% | 10,740 | -415 | -3.7% | -$8.64万 | 减仓 |
| AAPL | APPLE INC | $209.22万 | 1.54% | 8,244 | -321 | -3.7% | -$8.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $207.36万 | 1.53% | 5,602 | -605 | -9.7% | -$22.39万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $207.14万 | 1.53% | 52,534 | -3,001 | -5.4% | -$11.83万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $159.73万 | 1.18% | 15,452 | 93 | 0.6% | $9,613 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $154.00万 | 1.13% | 22,554 | 6,695 | 42.2% | $45.71万 | 加仓 |
| MTUM | ISHARES TR | $109.48万 | 0.81% | 4,562 | -112 | -2.4% | -$2.69万 | 减仓 |
| GOOGL | ALPHABET INC | $108.27万 | 0.80% | 3,765 | -318 | -7.8% | -$9.14万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $102.94万 | 0.76% | 16,065 | -1,386 | -7.9% | -$8.88万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $101.72万 | 0.75% | 3,010 | -144 | -4.6% | -$4.87万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $95.84万 | 0.71% | 19,210 | 61 | 0.3% | $3,043 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $81.63万 | 0.60% | 26,763 | -1,433 | -5.1% | -$4.37万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $77.93万 | 0.57% | 3,972 | 5 | 0.1% | $981 | 加仓 |
| GOOG | ALPHABET INC | $72.23万 | 0.53% | 2,518 | 19 | 0.8% | $5,450 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $70.55万 | 0.52% | 2,886 | -110 | -3.7% | -$2.69万 | 减仓 |
| META | META PLATFORMS INC | $70.31万 | 0.52% | 1,229 | -230 | -15.8% | -$13.16万 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $70.17万 | 0.52% | 13,902 | -6,606 | -32.2% | -$33.34万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $68.40万 | 0.50% | 1,566 | -57 | -3.5% | -$2.49万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $65.61万 | 0.48% | 8,910 | -571 | -6.0% | -$4.20万 | 减仓 |
| AVGO | BROADCOM INC | $62.43万 | 0.46% | 2,017 | -157 | -7.2% | -$4.86万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $62.02万 | 0.46% | 4,240 | 1 | 0.0% | $146 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $61.26万 | 0.45% | 16,826 | -181 | -1.1% | -$6,590 | 减仓 |
| APP | APPLOVIN CORP | $61.21万 | 0.45% | 1,538 | -237 | -13.4% | -$9.43万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $60.64万 | 0.45% | 2,242 | -41 | -1.8% | -$1.11万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $54.60万 | 0.40% | 7,075 | -3 | -0.0% | -$232 | 减仓 |
| TSLA | TESLA INC | $53.20万 | 0.39% | 1,431 | -41 | -2.8% | -$1.52万 | 减仓 |
| MUB | ISHARES TR | $52.88万 | 0.39% | 4,982 | 117 | 2.4% | $1.24万 | 加仓 |
| NFLX | NETFLIX INC. | $52.08万 | 0.38% | 5,417 | -522 | -8.8% | -$5.02万 | 减仓 |
| RTX | RTX CORPORATION | $51.64万 | 0.38% | 2,677 | -68 | -2.5% | -$1.31万 | 减仓 |
| ORCL | ORACLE CORP | $49.80万 | 0.37% | 3,385 | 2,075 | 158.4% | $30.53万 | 加仓 |
| IEMG | ISHARES INC | $45.09万 | 0.33% | 6,464 | -62 | -1.0% | -$4,324 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $43.37万 | 0.32% | 2,260 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $41.62万 | 0.31% | 3,908 | -10 | -0.3% | -$1,065 | 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 |
| SCHX | SCHWAB STRATEGIC TR | $36.82万 | 0.27% | 14,359 | -973 | -6.3% | -$2.49万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $36.37万 | 0.27% | 14,667 | -28 | -0.2% | -$694 | 减仓 |
| IEFA | ISHARES TR | $35.98万 | 0.27% | 3,974 | -20 | -0.5% | -$1,811 | 减仓 |
| SPHY | SPDR SERIES TRUST | $34.34万 | 0.25% | 14,726 | -377 | -2.5% | -$8,792 | 减仓 |
| CVX | CHEVRON CORPORATION | $33.44万 | 0.25% | 1,616 | -153 | -8.6% | -$3.17万 | 减仓 |
| ACWV | ISHARES INC | $33.41万 | 0.25% | 2,796 | -58 | -2.0% | -$6,932 | 减仓 |
| V | VISA INC | $32.34万 | 0.24% | 1,070 | -53 | -4.7% | -$1.60万 | 减仓 |
| CSCO | CISCO SYS INC | $31.32万 | 0.23% | 4,036 | -459 | -10.2% | -$3.56万 | 减仓 |
| LLY | ELI LILLY & CO | $29.16万 | 0.21% | 317 | -42 | -11.7% | -$3.86万 | 减仓 |
| — | EXXON MOBIL CORP | $29.06万 | 0.21% | 1,713 | -64 | -3.6% | -$1.09万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $29.04万 | 0.21% | 2,799 | 98 | 3.6% | $1.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $28.71万 | 0.21% | 976 | -99 | -9.2% | -$2.91万 | 减仓 |
| BAC | BANK AMERICA CORP | $27.88万 | 0.21% | 5,719 | -1,268 | -18.1% | -$6.18万 | 减仓 |
| IDEV | ISHARES TR | $26.69万 | 0.20% | 3,194 | -55 | -1.7% | -$4,596 | 减仓 |
| GE | GE AEROSPACE | $26.25万 | 0.19% | 925 | -30 | -3.1% | -$8,513 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $25.64万 | 0.19% | 759 | 70 | 10.2% | $2.36万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.02万 | 0.18% | 251 | 4 | 1.6% | $3,986 | 加仓 |
| MCK | MCKESSON CORP | $24.75万 | 0.18% | 286 | -3 | -1.0% | -$2,596 | 减仓 |
| WMT | WALMART INC | $24.55万 | 0.18% | 1,975 | -137 | -6.5% | -$1.70万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $24.42万 | 0.18% | 4,518 | -386 | -7.9% | -$2.09万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $24.15万 | 0.18% | 5,026 | -165 | -3.2% | -$7,928 | 减仓 |
| LIN | LINDE PLC | $24.09万 | 0.18% | 486 | -38 | -7.3% | -$1.88万 | 减仓 |
| GLW | CORNING INC | $23.74万 | 0.17% | 1,746 | 323 | 22.7% | $4.39万 | 加仓 |
| AZN | ASTRAZENECA PLC | $23.65万 | 0.17% | 1,199 | 1,199 | — | $23.65万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $23.33万 | 0.17% | 772 | -18 | -2.3% | -$5,440 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $23.06万 | 0.17% | 7,930 | -727 | -8.4% | -$2.11万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $22.12万 | 0.16% | 1,018 | -34 | -3.2% | -$7,387 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $21.97万 | 0.16% | 9,053 | -259 | -2.8% | -$6,286 | 减仓 |
| GEV | GE VERNOVA INC | $20.95万 | 0.15% | 240 | -89 | -27.1% | -$7.77万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.78万 | 0.15% | 1,403 | -19 | -1.3% | -$2,814 | 减仓 |
| CTVA | CORTEVA INC | $20.70万 | 0.15% | 2,473 | -41 | -1.6% | -$3,432 | 减仓 |
| USMV | ISHARES TR | $20.64万 | 0.15% | 2,226 | -87 | -3.8% | -$8,068 | 减仓 |
| HYD | VANECK ETF TRUST | $20.30万 | 0.15% | 4,049 | 127 | 3.2% | $6,368 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $19.63万 | 0.14% | 1,187 | -73 | -5.8% | -$1.21万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $19.62万 | 0.14% | 809 | -76 | -8.6% | -$1.84万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $19.46万 | 0.14% | 2,963 | -72 | -2.4% | -$4,730 | 减仓 |
| ASML | ASML HLDG NV | $19.02万 | 0.14% | 144 | -38 | -20.9% | -$5.02万 | 减仓 |
| C | CITIGROUP INC | $19.00万 | 0.14% | 1,675 | -181 | -9.8% | -$2.05万 | 减仓 |
| ESGD | ISHARES TR | $18.88万 | 0.14% | 1,974 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $18.57万 | 0.14% | 879 | 139 | 18.8% | $2.94万 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $18.51万 | 0.14% | 5,211 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $18.43万 | 0.14% | 305 | -198 | -39.4% | -$11.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $18.39万 | 0.14% | 368 | -38 | -9.4% | -$1.90万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $18.22万 | 0.13% | 3,630 | 4 | 0.1% | $201 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $18.06万 | 0.13% | 888 | -61 | -6.4% | -$1.24万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $17.93万 | 0.13% | 389 | -22 | -5.4% | -$1.01万 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $17.81万 | 0.13% | 4,286 | -715 | -14.3% | -$2.97万 | 减仓 |
| T | AT&T INC | $17.70万 | 0.13% | 6,104 | -344 | -5.3% | -$9,973 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $17.48万 | 0.13% | 3,838 | -535 | -12.2% | -$2.44万 | 减仓 |
| PAAA | PGIM ETF TR | $17.46万 | 0.13% | 3,412 | 3,412 | — | $17.46万 | 新建仓 |
| CAT | CATERPILLAR INC | $17.14万 | 0.13% | 242 | -36 | -12.9% | -$2.55万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $17.09万 | 0.13% | 608 | -123 | -16.8% | -$3.46万 | 减仓 |
| MRK | MERCK & CO INC | $16.79万 | 0.12% | 1,396 | -94 | -6.3% | -$1.13万 | 减仓 |
| WELL | WELLTOWER INC | $16.49万 | 0.12% | 834 | 191 | 29.7% | $3.78万 | 加仓 |