小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 31
增持 28
减持 44
清仓 47
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$15.7M
176,832
-27%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$9.0M
146,332
减持
COST
COSTCO WHSL CORP NEW
-$5.8M
1,295
-87%
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。
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.8M
108,075
减持
IVV
ISHARES TR
-$2.9M
18,236
-30%
建仓
FNDX
SCHWAB STRATEGIC TR
+$2.8M
41,826
增持
ECL
ECOLAB INC
+$2.5M
20,172
+232%
建仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$2.4M
110,050
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$2.1M
10,654
-85%
减持
XISE
FIRST TR EXCHNG TRADED FD VI
-$2.1M
16,746
-80%
清仓
QSPT
FIRST TR EXCHNG TRADED FD VI
-$2.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.0M
78,802
+1%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$1.8M
51,443
减持
MSFT
MICROSOFT CORP
-$1.7M
78,114
-15%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.7M
8,704
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.6M
0
-100%
清仓
DJUL
FIRST TR EXCHNG TRADED FD VI
-$1.5M
0
-100%
减持
IJR
ISHARES TR
-$1.5M
33,104
-31%
清仓
GAUG
FIRST TR EXCHNG TRADED FD VI
-$1.5M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
25,714
-2%
建仓
SFEB
FIRST TR EXCHNG TRADED FD VI
+$1.4M
68,661
建仓
AFGR
FIRST TR EXCHNG TRADED FD VI
+$1.4M
50,716
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$1.4M
73,333
-37%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
29,134
+16%
减持
BA
BOEING CO
-$1.3M
2,094
-68%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.2M
38,894
-41%
增持
—
EXXON MOBIL CORP
+$1.2M
42,327
+15%
建仓
DEO
DIAGEO PLC
+$1.2M
7,861
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
3,174
-73%
清仓
SNPS
SYNOPSYS INC
-$1.2M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$1.1M
33,652
-14%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$1.0M
33,117
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$1.0M
50,565
+113%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$976.8K
39,316
减持
QCOM
QUALCOMM INC
-$911.5K
2,990
-69%
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$900.2K
7,302
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$858.9K
0
-100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$841.0K
125,624
+2%
增持
DOW
DOW INC
+$807.5K
26,338
+101%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$797.1K
7,144
-81%
清仓
EEM
ISHARES TR
-$789.7K
0
-100%
减持
BAC
BANK AMERICA CORP
+$788.4K
199,070
-3%
清仓
—
ACCENTURE PLC IRELAND
-$782.5K
0
-100%
减持
TTD
THE TRADE DESK INC
-$720.3K
3,053
-78%
清仓
—
DUPONT DE NEMOURS INC
-$718.0K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$701.3K
1,289
-76%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$698.5K
7,307
减持
HD
HOME DEPOT INC
-$698.4K
8,104
-26%
建仓
XIDE
FIRST TR EXCHNG TRADED FD VI
+$697.3K
22,882
增持
VBK
VANGUARD INDEX FDS
+$697.3K
4,404
+136%
清仓
PGR
PROGRESSIVE CORP
-$689.7K
0
-100%
减持
V
VISA INC
-$657.9K
14,998
-19%
减持
META
META PLATFORMS INC
+$654.4K
8,058
-12%
清仓
SHOP
SHOPIFY INC
-$649.1K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$630.1K
0
-100%
减持
BUFG
FIRST TR EXCHNG TRADED FD VI
-$613.7K
197,242
-17%
减持
TSLA
TESLA INC
-$600.8K
5,329
-14%
增持
JPM
JPMORGAN CHASE & CO
+$593.0K
18,273
+1%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$587.0K
117,558
-29%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$547.9K
140,187
+11%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$543.5K
4,732
建仓
IVE
ISHARES TR
+$526.1K
2,816
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$521.6K
270,190
+3%
增持
IVW
ISHARES TR
+$520.1K
12,890
+70%
清仓
WHR
WHIRLPOOL CORP
-$518.4K
0
-100%
减持
CFO
VICTORY PORTFOLIOS II
-$518.1K
20,122
-34%
增持
TECL
DIREXION SHS ETF TR
+$509.3K
11,123
+94%
清仓
ZTS
ZOETIS INC
-$507.8K
0
-100%
清仓
FMAY
FIRST TR EXCHNG TRADED FD VI
-$492.1K
0
-100%
清仓
FDS
FACTSET RESH SYS INC
-$491.4K
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$490.4K
0
-100%
增持
GOOG
ALPHABET INC
+$489.2K
9,708
+40%
减持
ADBE
ADOBE INC
-$488.7K
643
-53%
建仓
ITW
ILLINOIS TOOL WKS INC
+$473.6K
1,766
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$461.4K
0
-100%
清仓
GNOV
FIRST TR EXCHNG TRADED FD VI
-$458.6K
0
-100%
减持
EFV
ISHARES TR
-$457.2K
96,716
-11%
建仓
PH
PARKER-HANNIFIN CORP
+$448.7K
808
增持
CRWD
CROWDSTRIKE HLDGS INC
+$441.1K
6,421
+1%
减持
EFG
ISHARES TR
-$439.4K
6,432
-44%
减持
OEF
ISHARES TR
-$428.7K
882
-70%
增持
MAR
MARRIOTT INTL INC NEW
+$417.2K
2,946
+104%
建仓
—
CNH INDL N V
+$416.0K
32,098
减持
VTI
VANGUARD INDEX FDS
-$412.2K
4,792
-31%
减持
UNH
UNITEDHEALTH GROUP INC
-$408.6K
1,031
-41%
建仓
DYNF
BLACKROCK ETF TRUST
+$404.6K
9,113
建仓
IYH
ISHARES TR
+$404.1K
6,528
减持
BND
VANGUARD BD INDEX FDS
-$395.3K
3,220
-62%
清仓
FNOV
FIRST TR EXCHNG TRADED FD VI
-$393.6K
0
-100%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$382.9K
8,944
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$373.9K
940
-46%
增持
—
VALARIS LTD
+$373.2K
12,589
+50%
减持
LQD
ISHARES TR
-$364.6K
11,000
-22%
减持
UBER
UBER TECHNOLOGIES INC
+$361.0K
27,132
-3%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$360.5K
0
-100%
清仓
GMAY
FIRST TR EXCHNG TRADED FD VI
-$360.0K
0
-100%
增持
COR
CENCORA INC
+$359.2K
6,766
+8%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$357.5K
85,678
-12%
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$355.5K
0
-100%
建仓
—
AON PLC
+$354.4K
1,062
增持
ORCL
ORACLE CORP
+$353.4K
16,497
+1%
清仓
ESGU
ISHARES TR
-$353.0K
0
-100%
增持
C
CITIGROUP INC
+$348.4K
21,446
+9%
增持
HON
HONEYWELL INTL INC
+$344.0K
24,068
+10%
建仓
FAST
FASTENAL CO
+$343.2K
4,448
清仓
IDXX
IDEXX LABS INC
-$343.0K
0
-100%
建仓
MS
MORGAN STANLEY
+$341.8K
3,637
建仓
NVDU
DIREXION SHS ETF TR
+$336.1K
5,106
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$332.3K
0
-100%
减持
LLY
ELI LILLY & CO
+$330.1K
1,806
-2%
清仓
PDP
INVESCO EXCHANGE TRADED FD T
-$327.7K
0
-100%
减持
QUAL
ISHARES TR
-$325.4K
3,077
-46%
建仓
EWD
ISHARES INC
+$324.3K
8,116
建仓
WAB
WABTEC
+$323.7K
2,222
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$319.0K
0
-100%
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$315.6K
9,168
增持
UPS
UNITED PARCEL SERVICE INC
+$315.5K
6,296
+60%
清仓
AAPU
DIREXION SHS ETF TR
-$315.2K
0
-100%
增持
SPYG
SPDR SER TR
+$314.9K
15,659
+23%
增持
SCHD
SCHWAB STRATEGIC TR
+$313.8K
38,276
+5%
增持
WMT
WALMART INC
+$310.9K
78,004
+160%
清仓
TFLO
ISHARES TR
-$310.9K
0
-100%
清仓
IEMG
ISHARES INC
-$303.2K
0
-100%
减持
INTC
INTEL CORP
-$303.1K
33,984
-5%
清仓
—
ASTRAZENECA PLC
-$301.1K
0
-100%
清仓
ALL
ALLSTATE CORP
-$296.2K
0
-100%
清仓
MUB
ISHARES TR
-$287.3K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$286.5K
0
-100%
减持
MCD
MCDONALDS CORP
-$285.2K
12,224
-3%
减持
TLT
ISHARES TR
-$283.6K
3,290
-46%
清仓
USIG
ISHARES TR
-$283.4K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$283.4K
0
-100%
清仓
SOXX
ISHARES TR
-$281.1K
0
-100%
减持
MO
ALTRIA GROUP INC
-$272.5K
19,202
-40%
清仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$270.6K
0
-100%
增持
SPYM
SPDR SER TR
+$269.8K
43,472
+1%
清仓
VPU
VANGUARD WORLD FDS
-$268.7K
0
-100%
清仓
INTU
INTUIT
-$261.3K
0
-100%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$261.2K
4,332
+97%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$260.7K
0
-100%
清仓
QYLD
GLOBAL X FDS
-$259.8K
0
-100%
减持
F
FORD MTR CO DEL
-$256.5K
32,388
-53%
清仓
ENTG
ENTEGRIS INC
-$255.8K
0
-100%
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$255.5K
0
-100%
增持
ABT
ABBOTT LABS
+$253.2K
9,984
+25%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$248.5K
0
-100%
建仓
NOBL
PROSHARES TR
+$248.4K
2,449
减持
ELV
ELEVANCE HEALTH INC
+$247.7K
5,854
-1%
建仓
CELH
CELSIUS HLDGS INC
+$246.0K
2,967
清仓
OKE
ONEOK INC NEW
-$243.9K
0
-100%