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WORLD EQUITY GROUP, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WORLD EQUITY GROUP, INC.

报告期 2026-03-31 · CIK 0000878770

持仓数

368

前50大市值合计

$210.0M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1

22Q2 调仓2022-03-31 → 2022-06-30 · 共 150 项建仓 35增持 36减持 39清仓 40

方向

标的

Δ市值

现股数(环比)

建仓

SHV ISHARES TR

+$7.0M

63,744

减持

AAPL APPLE INC

-$5.9M

132,844 -3%

建仓

SPSB SPDR SER TR

+$4.0M

134,857

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

GLD SPDR GOLD TR

-$4.0M

14,561 -59%

减持

SPTM SPDR SER TR

-$2.9M

61,608 -41%

建仓

FXZ FIRST TR EXCHANGE TRADED FD

+$2.8M

49,921

减持

SPYM SPDR SER TR

-$2.8M

65,751 -38%

减持

FXG FIRST TR EXCHANGE TRADED FD

-$2.5M

26,957 -59%

减持

GSY INVESCO ACTIVELY MANAGED ETF

-$2.2M

7,300 -86%

清仓

— ALPHA ARCHITECT ETF TR

-$2.2M

0 -100%

增持

MSFT MICROSOFT CORP

-$2.2M

45,051 +1%

建仓

SPTS SPDR SER TR

+$2.2M

73,862

建仓

ITOT ISHARES TR

+$2.1M

25,499

清仓

XLY SELECT SECTOR SPDR TR

-$2.0M

0 -100%

增持

AMZN AMAZON COM INC

-$2.0M

37,608 +1958%

减持

EFA ISHARES TR

-$2.0M

6,977 -79%

增持

QQQ INVESCO QQQ TR

-$1.9M

24,360 +1%

清仓

FTGC FIRST TR EXCHANGE TRAD FD VI

-$1.8M

0 -100%

清仓

FTC FIRST TRUST LRGCP GWT ALPHAD

-$1.7M

0 -100%

增持

FLRN SPDR SER TR

+$1.7M

111,851 +101%

增持

IVV ISHARES TR

-$1.7M

45,569 +9%

清仓

FNDX SCHWAB STRATEGIC TR

-$1.6M

0 -100%

减持

USMV ISHARES TR

-$1.6M

11,901 -62%

清仓

PDBC INVESCO ACTIVLY MANGD ETC FD

-$1.5M

0 -100%

清仓

SPMD SPDR SER TR

-$1.4M

0 -100%

增持

ESGU ISHARES TR

+$1.4M

87,312 +50%

减持

XLK SELECT SECTOR SPDR TR

-$1.4M

13,334 -32%

建仓

JAAA JANUS DETROIT STR TR

+$1.4M

27,885

建仓

LQDH ISHARES U S ETF TR

+$1.3M

14,947

增持

VEA VANGUARD TAX-MANAGED INTL FD

-$1.3M

213,822 +2%

建仓

FDD FIRST TR STOXX EUROPEAN SELE

+$1.3M

120,847

清仓

RDVY FIRST TR EXCHANGE-TRADED FD

-$1.3M

0 -100%

清仓

IWY ISHARES TR

-$1.3M

0 -100%

清仓

RSPM INVESCO EXCHANGE TRADED FD T

-$1.3M

0 -100%

减持

MO ALTRIA GROUP INC

-$1.2M

38,657 -29%

减持

GOOGL ALPHABET INC

-$1.2M

1,923 -1%

建仓

HDV ISHARES TR

+$1.2M

11,959

清仓

IVW ISHARES TR

-$1.2M

0 -100%

清仓

ACWI ISHARES TR

-$1.2M

0 -100%

增持

VUG VANGUARD INDEX FDS

-$1.2M

22,914 +5%

清仓

IAK ISHARES TR

-$1.1M

0 -100%

减持

TQQQ PROSHARES TR

-$1.1M

30,100 -6%

建仓

EEMV ISHARES INC

+$1.1M

19,871

增持

— INVESCO EXCH TRD SLF IDX FD

+$966.8K

114,396 +71%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$948.6K

11,405 -1%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$941.8K

28,232 +56%

增持

COST COSTCO WHSL CORP NEW

-$933.8K

10,018 +1%

清仓

IWV ISHARES TR

-$895.7K

0 -100%

清仓

ICE INTERCONTINENTAL EXCHANGE IN

-$875.3K

0 -100%

建仓

IYK ISHARES TR

+$872.6K

4,476

减持

DIS DISNEY WALT CO

-$865.1K

19,850 -1%

清仓

KIE SPDR SER TR

-$854.7K

0 -100%

增持

SRLN SSGA ACTIVE ETF TR

+$838.8K

69,721 +52%

清仓

VOOG VANGUARD ADMIRAL FDS INC

-$834.4K

0 -100%

增持

EFV ISHARES TR

+$824.2K

77,168 +54%

增持

SPY SPDR S&P 500 ETF TR

-$787.4K

24,905 +10%

清仓

VRTX VERTEX PHARMACEUTICALS INC

-$781.6K

0 -100%

增持

TSLA TESLA INC

-$760.7K

1,956 +0%

建仓

DLN WISDOMTREE TR

+$760.1K

12,862

建仓

EIDO ISHARES TR

+$753.1K

33,652

增持

TNA DIREXION SHS ETF TR

-$752.7K

48,550 +30%

建仓

SPSM SPDR SER TR

+$732.2K

20,350

清仓

APH AMPHENOL CORP NEW

-$717.4K

0 -100%

建仓

DON WISDOMTREE TR

+$716.6K

18,385

清仓

FLOT ISHARES TR

-$707.7K

0 -100%

清仓

PID INVESCO EXCHANGE TRADED FD T

-$707.2K

0 -100%

建仓

FAPR FIRST TR EXCHNG TRADED FD VI

+$706.4K

24,881

清仓

SPYG SPDR SER TR

-$700.0K

0 -100%

增持

CFO VICTORY PORTFOLIOS II

-$693.4K

82,122 +2%

建仓

IJT ISHARES TR

+$676.5K

6,423

清仓

QQQM INVESCO EXCH TRADED FD TR II

-$668.5K

0 -100%

增持

NEAR ISHARES U S ETF TR

+$643.7K

22,259 +144%

增持

JNJ JOHNSON & JOHNSON

+$641.5K

18,822 +24%

减持

— EA SERIES TRUST

-$641.4K

128,434 -3%

增持

BAC BK OF AMERICA CORP

-$638.9K

75,213 +4%

减持

HD HOME DEPOT INC

-$637.5K

3,884 -32%

清仓

MDYV SPDR SER TR

-$632.2K

0 -100%

建仓

— PROSHARES TR

+$601.2K

10,217

减持

XLV SELECT SECTOR SPDR TR

-$590.8K

16,991 -16%

清仓

ANGL VANECK ETF TRUST

-$586.3K

0 -100%

减持

DE DEERE & CO

-$584.0K

741 -62%

增持

V VISA INC

+$583.7K

21,160 +31%

清仓

HYG ISHARES TR

-$556.9K

0 -100%

增持

MCD MCDONALDS CORP

+$556.1K

5,052 +81%

减持

WMT WALMART INC

-$556.1K

19,721 -1%

减持

ZTS ZOETIS INC

-$551.9K

3,142 -46%

建仓

IBM INTERNATIONAL BUSINESS MACHS

+$549.9K

3,895

清仓

GE GENERAL ELECTRIC CO

-$546.5K

0 -100%

减持

IJR ISHARES TR

-$542.9K

9,845 -27%

减持

COMT ISHARES U S ETF TR

-$542.8K

8,314 -62%

增持

META META PLATFORMS INC

-$537.3K

11,248 +6%

清仓

FXD FIRST TR EXCHANGE TRADED FD

-$530.6K

0 -100%

减持

VTEB VANGUARD MUN BD FDS

-$530.2K

61,363 -12%

建仓

STIP ISHARES TR

+$529.0K

5,215

清仓

— ISHARES TR

-$522.5K

0 -100%

清仓

EES WISDOMTREE TR

-$519.2K

0 -100%

清仓

MGK VANGUARD WORLD FD

-$516.0K

0 -100%

增持

NVDA NVIDIA CORPORATION

-$515.5K

10,000 +34%

建仓

CZA INVESCO EXCHANGE TRADED FD T

+$511.1K

6,095

减持

XLP SELECT SECTOR SPDR TR

-$489.7K

14,141 -29%

增持

VOO VANGUARD INDEX FDS

-$487.6K

11,973 +7%

减持

INTC INTEL CORP

-$482.8K

28,800 -9%

增持

IJS ISHARES TR

+$478.5K

10,222 +143%

建仓

SPAB SPDR SER TR

+$471.5K

17,894

建仓

FTA FIRST TR LRG CP VL ALPHADEX

+$469.1K

7,552

建仓

SPYV SPDR SER TR

+$468.6K

12,726

建仓

ICVT ISHARES TR

+$465.7K

6,714

清仓

DRI DARDEN RESTAURANTS INC

-$465.2K

0 -100%

减持

— EA SERIES TRUST

-$462.3K

118,616 -2%

减持

SLYV SPDR SER TR

-$456.8K

6,642 -41%

清仓

NDAQ NASDAQ INC

-$456.0K

0 -100%

建仓

— EATON CORP PLC

+$449.8K

3,570

建仓

IFRA ISHARES TR

+$444.1K

13,046

减持

XLE SELECT SECTOR SPDR TR

-$441.5K

10,104 -34%

建仓

VYM VANGUARD WHITEHALL FDS

+$438.9K

4,315

清仓

— LABORATORY CORP AMER HLDGS

-$422.9K

0 -100%

清仓

ZION ZIONS BANCORPORATION N A

-$413.4K

0 -100%

清仓

XSVM INVESCO EXCHANGE TRADED FD T

-$411.6K

0 -100%

减持

— EA SERIES TRUST

-$409.3K

84,147 -3%

建仓

TGT TARGET CORP

+$407.7K

2,887

减持

XLB SELECT SECTOR SPDR TR

-$407.4K

6,128 -37%

增持

FTHY FIRST TR HIGH YIELD OPPRT 20

-$406.4K

153,060 +1%

减持

NFLX NETFLIX INC

-$400.5K

1,214 -26%

清仓

ODFL OLD DOMINION FREIGHT LINE IN

-$400.2K

0 -100%

清仓

OEF ISHARES TR

-$398.4K

0 -100%

减持

ENB ENBRIDGE INC

-$398.2K

52,995 -7%

清仓

CNI CANADIAN NATL RY CO

-$389.8K

0 -100%

建仓

USB US BANCORP DEL

+$388.9K

8,451

建仓

EMR EMERSON ELEC CO

+$385.1K

4,842

增持

CMCSA COMCAST CORP NEW

-$379.7K

59,959 +3%

增持

EFG ISHARES TR

+$378.8K

22,995 +50%

减持

XLF SELECT SECTOR SPDR TR

-$377.5K

23,544 -19%

清仓

ARKK ARK ETF TR

-$374.2K

0 -100%

减持

CAT CATERPILLAR INC

-$373.9K

5,357 -10%

建仓

VTIP VANGUARD MALVERN FDS

+$369.9K

7,380

减持

CRWD CROWDSTRIKE HLDGS INC

-$362.3K

6,176 -0%

建仓

PEY INVESCO EXCHANGE TRADED FD T

+$358.8K

17,462

增持

XLRE SELECT SECTOR SPDR TR

+$356.9K

14,501 +197%

建仓

— DIREXION SHS ETF TR

+$355.4K

13,330

增持

TIP ISHARES TR

+$342.3K

11,529 +48%

增持

TTD THE TRADE DESK INC

-$338.2K

13,748 +4%

建仓

COWZ PACER FDS TR

+$336.7K

7,818

减持

IXN ISHARES TR

-$335.0K

9,806 -27%

减持

VNQ VANGUARD INDEX FDS

-$331.8K

15,280 -4%

减持

PFE PFIZER INC

-$331.6K

37,246 -16%

减持

JPM JPMORGAN CHASE & CO

-$322.1K

13,033 -1%

增持

VWO VANGUARD INTL EQUITY INDEX F

-$321.9K

90,154 +2%

增持

BKNG BOOKING HOLDINGS INC

-$320.7K

578 +2%

增持

FVD FIRST TR VALUE LINE DIVID IN

+$318.8K

15,179 +138%

增持

VTV VANGUARD INDEX FDS

-$313.6K

35,498 +5%