WPG Advisers, LLC
BALTIMORE MD · SEC CIK 0002067343
$1.70亿2026Q2 申报市值
1,549持仓数
41.4%前十大占比 · 第一大 8.3%
106 / 42新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CNEQ 新建仓+$632.11万
AIRR 加仓+$146.55万
SGVT 新建仓+$142.25万
GRID 加仓+$83.55万
QQQ 加仓+$73.49万
2026Q2 卖出最多 按季末市值估算
SCHG 减仓-$530.92万
WDC 减仓-$48.99万
PULS 减仓-$39.87万
RTX 减仓-$35.77万
IQLT 减仓-$26.51万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,418.31万 | 8.34% | 19,260 | 998 | 5.5% | $73.49万 | 加仓 |
| IVV | ISHARES TR | $1,065.46万 | 6.26% | 14,227 | 788 | 5.9% | $59.01万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,029.07万 | 6.05% | 77,228 | 10,998 | 16.6% | $146.55万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $652.05万 | 3.83% | 34,005 | 4,357 | 14.7% | $83.55万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $632.11万 | 3.72% | 153,165 | 153,165 | — | $632.11万 | 新建仓 |
| IQLT | ISHARES TR | $606.49万 | 3.56% | 122,399 | -5,351 | -4.2% | -$26.51万 | 减仓 |
| MGV | VANGUARD WORLD FD | $499.26万 | 2.93% | 30,545 | 939 | 3.2% | $15.35万 | 加仓 |
| PULS | PGIM ETF TR | $394.02万 | 2.32% | 79,519 | -8,047 | -9.2% | -$39.87万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $391.94万 | 2.30% | 123,602 | -5,490 | -4.3% | -$17.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $360.96万 | 2.12% | 18,040 | 2,216 | 14.0% | $44.34万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $359.57万 | 2.11% | 59,640 | 11,487 | 23.9% | $69.25万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $309.10万 | 1.82% | 41,235 | -669 | -1.6% | -$5.01万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $303.35万 | 1.78% | 89,641 | -156,891 | -63.6% | -$530.92万 | 减仓 |
| AAPL | APPLE INC | $279.55万 | 1.64% | 9,661 | 1,417 | 17.2% | $41.00万 | 加仓 |
| AMZN | AMAZON COM INC | $279.02万 | 1.64% | 11,707 | 967 | 9.0% | $23.05万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $234.06万 | 1.38% | 28,875 | 6,321 | 28.0% | $51.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $228.58万 | 1.34% | 6,128 | 526 | 9.4% | $19.62万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $216.74万 | 1.27% | 50,241 | -2,293 | -4.4% | -$9.89万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $181.71万 | 1.07% | 16,098 | 646 | 4.2% | $7.29万 | 加仓 |
| GOOGL | ALPHABET INC | $168.50万 | 0.99% | 4,715 | 950 | 25.2% | $33.95万 | 加仓 |
| MTUM | ISHARES TR | $155.68万 | 0.91% | 4,541 | -21 | -0.5% | -$7,199 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $142.25万 | 0.84% | 14,121 | 14,121 | — | $142.25万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $137.87万 | 0.81% | 2,887 | -123 | -4.1% | -$5.87万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $118.21万 | 0.69% | 16,591 | 526 | 3.3% | $3.75万 | 加仓 |
| GOOG | ALPHABET INC | $100.81万 | 0.59% | 2,853 | 335 | 13.3% | $11.84万 | 加仓 |
| META | META PLATFORMS INC | $98.35万 | 0.58% | 1,746 | 517 | 42.1% | $29.12万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $95.67万 | 0.56% | 18,914 | -296 | -1.5% | -$1.50万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $94.21万 | 0.55% | 1,475 | -767 | -34.2% | -$48.99万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $92.86万 | 0.55% | 26,675 | -88 | -0.3% | -$3,063 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $90.27万 | 0.53% | 782 | 23 | 3.0% | $2.65万 | 加仓 |
| AVGO | BROADCOM INC | $89.83万 | 0.53% | 2,378 | 361 | 17.9% | $13.64万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $86.63万 | 0.51% | 3,975 | 3 | 0.1% | $654 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $81.80万 | 0.48% | 11,143 | 2,233 | 25.1% | $16.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $80.67万 | 0.47% | 9,365 | -31 | -0.3% | -$2,670 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $76.04万 | 0.45% | 2,994 | 108 | 3.7% | $2.74万 | 加仓 |
| APP | APPLOVIN CORP | $70.69万 | 0.42% | 1,372 | -166 | -10.8% | -$8.55万 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $69.40万 | 0.41% | 13,786 | -116 | -0.8% | -$5,839 | 减仓 |
| TSLA | TESLA INC | $68.68万 | 0.40% | 1,633 | 202 | 14.1% | $8.50万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $66.42万 | 0.39% | 2,405 | -394 | -14.1% | -$10.88万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $66.24万 | 0.39% | 8,636 | 1,561 | 22.1% | $11.97万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $65.10万 | 0.38% | 16,519 | -307 | -1.8% | -$1.21万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $63.44万 | 0.37% | 1,092 | 204 | 23.0% | $11.85万 | 加仓 |
| CSCO | CISCO SYS INC | $56.52万 | 0.33% | 4,812 | 776 | 19.2% | $9.11万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $55.34万 | 0.33% | 741 | 116 | 18.6% | $8.66万 | 加仓 |
| MUB | ISHARES TR | $52.92万 | 0.31% | 4,917 | -65 | -1.3% | -$6,995 | 减仓 |
| IEMG | ISHARES INC | $51.98万 | 0.31% | 6,275 | -189 | -2.9% | -$1.57万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.99万 | 0.29% | 4,285 | 45 | 1.1% | $5,250 | 加仓 |
| LLY | ELI LILLY & CO | $48.46万 | 0.28% | 404 | 87 | 27.4% | $10.44万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $48.09万 | 0.28% | 2,260 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $45.83万 | 0.27% | 9,300 | 9,300 | — | $45.83万 | 新建仓 |
| INTC | INTEL CORP | $45.30万 | 0.27% | 3,244 | 819 | 33.8% | $11.44万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $45.26万 | 0.27% | 469 | 435 | 1,279.4% | $41.98万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $43.50万 | 0.26% | 1,329 | 353 | 36.2% | $11.55万 | 加仓 |
| V | VISA INC | $42.10万 | 0.25% | 1,227 | 157 | 14.7% | $5.39万 | 加仓 |
| SUB | ISHARES TR | $41.81万 | 0.25% | 3,927 | 19 | 0.5% | $2,023 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $41.03万 | 0.24% | 13,940 | -419 | -2.9% | -$1.23万 | 减仓 |
| ORCL | ORACLE CORP | $39.88万 | 0.23% | 2,721 | -664 | -19.6% | -$9.73万 | 减仓 |
| IEFA | ISHARES TR | $38.16万 | 0.22% | 3,952 | -22 | -0.6% | -$2,125 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $37.86万 | 0.22% | 18,209 | 18,209 | — | $37.86万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $37.28万 | 0.22% | 14,654 | -13 | -0.1% | -$331 | 减仓 |
| SPHY | SPDR SERIES TRUST | $37.26万 | 0.22% | 15,895 | 1,169 | 7.9% | $2.74万 | 加仓 |
| BAC | BANK OF AMER CORP | $37.12万 | 0.22% | 6,514 | 795 | 13.9% | $4.53万 | 加仓 |
| GLW | CORNING INC | $37.06万 | 0.22% | 1,451 | -295 | -16.9% | -$7.54万 | 减仓 |
| NFLX | NETFLIX INC. | $34.77万 | 0.20% | 4,870 | -547 | -10.1% | -$3.91万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $34.09万 | 0.20% | 14,120 | 5,067 | 56.0% | $12.23万 | 加仓 |
| ACWV | ISHARES INC | $33.86万 | 0.20% | 2,816 | 20 | 0.7% | $2,405 | 加仓 |
| GE | GE AEROSPACE | $33.52万 | 0.20% | 897 | -28 | -3.0% | -$1.05万 | 减仓 |
| CVX | CHEVRON CORPORATION | $33.40万 | 0.20% | 2,015 | 399 | 24.7% | $6.61万 | 加仓 |
| ASML | ASML HLDG NV | $32.63万 | 0.19% | 164 | 20 | 13.9% | $3.98万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $31.50万 | 0.19% | 6,504 | 1,478 | 29.4% | $7.16万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $30.87万 | 0.18% | 12,265 | 12,265 | — | $30.87万 | 新建仓 |
| C | CITIGROUP INC | $30.82万 | 0.18% | 2,202 | 527 | 31.5% | $7.38万 | 加仓 |
| GEV | GE VERNOVA INC | $30.55万 | 0.18% | 260 | 20 | 8.3% | $2.35万 | 加仓 |
| IDEV | ISHARES TR | $29.91万 | 0.18% | 3,360 | 166 | 5.2% | $1.48万 | 加仓 |
| WMT | WALMART INC | $28.89万 | 0.17% | 2,551 | 576 | 29.2% | $6.52万 | 加仓 |
| LIN | LINDE PLC | $28.75万 | 0.17% | 554 | 68 | 14.0% | $3.53万 | 加仓 |
| CAT | CATERPILLAR INC | $28.43万 | 0.17% | 267 | 25 | 10.3% | $2.66万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $28.16万 | 0.17% | 770 | -2 | -0.3% | -$731 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $27.34万 | 0.16% | 7,566 | -364 | -4.6% | -$1.32万 | 减仓 |
| — | EXXON MOBIL CORP | $27.17万 | 0.16% | 1,987 | 274 | 16.0% | $3.75万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.81万 | 0.16% | 4,492 | -26 | -0.6% | -$1,552 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $26.43万 | 0.16% | 1,461 | 274 | 23.1% | $4.96万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.83万 | 0.15% | 276 | 25 | 10.0% | $2.34万 | 加仓 |
| SE | SEA LTD | $25.81万 | 0.15% | 2,693 | 728 | 37.0% | $6.98万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $24.81万 | 0.15% | 1,021 | 3 | 0.3% | $729 | 加仓 |
| HYD | VANECK ETF TRUST | $24.09万 | 0.14% | 4,677 | 628 | 15.5% | $3.23万 | 加仓 |
| ALAB | ASTERA LABS INC | $23.86万 | 0.14% | 494 | -151 | -23.4% | -$7.29万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.86万 | 0.14% | 848 | 39 | 4.8% | $1.10万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.85万 | 0.14% | 1,509 | 106 | 7.6% | $1.68万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $23.39万 | 0.14% | 11,389 | 11,389 | — | $23.39万 | 新建仓 |
| KLAC | KLA CORP | $23.14万 | 0.14% | 767 | 337 | 78.4% | $10.17万 | 加仓 |
| MRK | MERCK & CO INC | $22.90万 | 0.13% | 1,782 | 386 | 27.7% | $4.96万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.47万 | 0.13% | 449 | 106 | 30.9% | $5.30万 | 加仓 |
| ILMN | ILLUMINA INC | $22.42万 | 0.13% | 1,275 | -7 | -0.5% | -$1,231 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $22.01万 | 0.13% | 3,273 | 310 | 10.5% | $2.08万 | 加仓 |
| MCK | MCKESSON CORP | $21.84万 | 0.13% | 289 | 3 | 1.0% | $2,267 | 加仓 |
| CTVA | CORTEVA INC | $21.42万 | 0.13% | 2,529 | 56 | 2.3% | $4,743 | 加仓 |
| USMV | ISHARES TR | $21.29万 | 0.13% | 2,207 | -19 | -0.9% | -$1,833 | 减仓 |
| TLN | TALEN ENERGY CORP | $21.21万 | 0.12% | 552 | 221 | 66.8% | $8.49万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $21.18万 | 0.12% | 621 | 165 | 36.2% | $5.63万 | 加仓 |