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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 12
增持 9
减持 89
清仓 40
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$15.4M
39,176
-50%
减持
AAPL
APPLE INC
-$11.9M
87,269
-51%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$10.8M
0
-100%
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
QQQ
INVESCO QQQ TR
-$9.5M
11,360
-66%
减持
AMZN
AMAZON COM INC
-$6.6M
39,300
-50%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.7M
12,468
-52%
增持
FTGS
FIRST TR EXCHANGE TRADED FD
+$5.3M
179,868
+2418%
减持
IVV
ISHARES TR
-$5.3M
7,892
-57%
减持
BAC
BANK AMERICA CORP
-$4.0M
89,587
-55%
减持
VOO
VANGUARD INDEX FDS
-$3.6M
7,771
-50%
减持
ECL
ECOLAB INC
-$2.8M
3,986
-80%
减持
EFV
ISHARES TR
-$2.8M
46,701
-52%
减持
PEP
PEPSICO INC
-$2.5M
10,795
-56%
减持
WMT
WALMART INC
-$2.3M
35,661
-54%
减持
HON
HONEYWELL INTL INC
-$2.3M
12,466
-48%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.2M
41,539
-52%
建仓
QCAP
FIRST TR EXCHNG TRADED FD VI
+$2.2M
104,888
减持
JNJ
JOHNSON & JOHNSON
-$2.1M
12,521
-49%
减持
MCD
MCDONALDS CORP
-$1.9M
6,146
-50%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.9M
123,534
+68%
减持
IJR
ISHARES TR
-$1.8M
17,382
-47%
减持
HD
HOME DEPOT INC
-$1.8M
3,913
-52%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$1.7M
27,974
-76%
减持
IYW
ISHARES TR
-$1.7M
2,404
-84%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.6M
18,745
-51%
减持
UNP
UNION PAC CORP
-$1.6M
1,847
-78%
减持
CAT
CATERPILLAR INC
-$1.6M
4,237
-49%
减持
SCHW
SCHWAB CHARLES CORP
-$1.6M
22,534
-50%
减持
DIS
DISNEY WALT CO
-$1.5M
10,699
-49%
减持
GD
GENERAL DYNAMICS CORP
-$1.5M
5,275
-51%
清仓
XLRE
SELECT SECTOR SPDR TR
-$1.5M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.4M
14,767
-49%
清仓
AFGR
FIRST TR EXCHNG TRADED FD VI
-$1.4M
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$1.4M
5,358
-50%
减持
CVS
CVS HEALTH CORP
-$1.3M
12,524
-50%
减持
FNDX
SCHWAB STRATEGIC TR
-$1.3M
23,418
-44%
减持
ADI
ANALOG DEVICES INC
-$1.2M
7,331
-50%
减持
PFE
PFIZER INC
-$1.2M
57,763
-43%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$1.2M
16,380
减持
RTX
RTX CORPORATION
-$1.2M
11,446
-52%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
42,925
+844%
建仓
QMAR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
41,467
减持
KO
COCA COLA CO
-$1.1M
22,672
-46%
建仓
RSPR
INVESCO EXCHANGE TRADED FD T
+$1.1M
34,787
减持
CVX
CHEVRON CORP NEW
-$1.1M
7,730
-48%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$1.1M
21,516
-57%
减持
INTC
INTEL CORP
-$1.0M
14,646
-57%
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$1.0M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.0M
6,808
-49%
减持
—
UNILEVER PLC
-$1.0M
21,565
-51%
减持
ELV
ELEVANCE HEALTH INC
-$1.0M
3,727
-36%
减持
IWM
ISHARES TR
-$977.1K
3,333
-58%
清仓
QDEC
FIRST TR EXCHNG TRADED FD VI
-$976.8K
0
-100%
减持
LQD
ISHARES TR
-$928.8K
2,512
-77%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$900.2K
0
-100%
减持
COR
CENCORA INC
-$887.7K
3,357
-50%
减持
TNA
DIREXION SHS ETF TR
-$849.5K
20,385
-45%
减持
GOOGL
ALPHABET INC
+$845.2K
34,783
-4%
减持
DOW
DOW INC
-$819.5K
13,314
-49%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$817.9K
3,318
-49%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$786.1K
4,424
-49%
减持
VO
VANGUARD INDEX FDS
-$763.6K
2,806
-51%
减持
JPM
JPMORGAN CHASE & CO.
-$741.0K
14,442
-21%
建仓
EFA
ISHARES TR
+$733.5K
9,364
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$723.5K
18,255
-50%
建仓
CSHI
NEOS ETF TRUST
+$713.3K
14,335
建仓
FEUZ
FIRST TR EXCH TRD ALPHDX FD
+$708.9K
17,084
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$698.5K
0
-100%
减持
LLY
ELI LILLY & CO
-$687.9K
792
-56%
清仓
USB
US BANCORP DEL
-$684.2K
0
-100%
减持
VEEV
VEEVA SYS INC
-$679.2K
2,477
-49%
减持
CMCSA
COMCAST CORP NEW
-$670.5K
63,015
-13%
清仓
WFC
WELLS FARGO CO NEW
-$657.5K
0
-100%
减持
C
CITIGROUP INC
-$644.5K
11,215
-48%
减持
VUG
VANGUARD INDEX FDS
-$616.2K
1,717
-53%
减持
ABT
ABBOTT LABS
-$614.8K
5,004
-50%
建仓
FTDS
FIRST TR EXCHANGE-TRADED FD
+$591.0K
12,121
减持
AJG
GALLAGHER ARTHUR J & CO
-$588.4K
2,860
-46%
减持
VTI
VANGUARD INDEX FDS
-$577.5K
2,497
-48%
减持
VBK
VANGUARD INDEX FDS
-$568.4K
2,318
-47%
减持
—
LAM RESEARCH CORP
-$566.5K
645
-50%
减持
CLX
CLOROX CO DEL
-$564.1K
3,144
-52%
减持
DHR
DANAHER CORPORATION
-$560.6K
2,244
-50%
减持
LOW
LOWES COS INC
-$521.6K
1,805
-50%
减持
UPS
UNITED PARCEL SERVICE INC
-$503.8K
3,156
-50%
清仓
IXN
ISHARES TR
-$501.5K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$496.8K
3,295
-48%
减持
IJH
ISHARES TR
-$490.6K
7,766
-50%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$488.6K
15,983
-34%
减持
VB
VANGUARD INDEX FDS
-$483.2K
2,294
-47%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$479.7K
9,505
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$479.4K
0
-100%
减持
AMGN
AMGEN INC
-$477.7K
1,505
-55%
清仓
ITW
ILLINOIS TOOL WKS INC
-$473.6K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$453.0K
7,787
-43%
清仓
PH
PARKER-HANNIFIN CORP
-$448.7K
0
-100%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$434.4K
2,889
-1%
建仓
PULS
PGIM ETF TR
+$430.2K
8,656
减持
SHW
SHERWIN WILLIAMS CO
-$420.7K
711
-61%
减持
—
EXXON MOBIL CORP
-$415.1K
39,151
-8%
建仓
MINT
PIMCO ETF TR
+$409.4K
4,068
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$407.4K
0
-100%
清仓
IYH
ISHARES TR
-$404.1K
0
-100%
减持
IVW
ISHARES TR
-$397.9K
7,460
-42%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$394.2K
0
-100%
减持
GE
GE AEROSPACE
-$393.4K
2,048
-50%
清仓
BBAG
J P MORGAN EXCHANGE TRADED F
-$391.7K
0
-100%
减持
ABNB
AIRBNB INC
-$391.6K
1,743
-56%
减持
MAR
MARRIOTT INTL INC NEW
-$387.2K
1,473
-50%
减持
SYK
STRYKER CORPORATION
-$379.2K
1,010
-50%
增持
GOOG
ALPHABET INC
+$377.0K
10,114
+4%
清仓
VXF
VANGUARD INDEX FDS
-$365.6K
0
-100%
减持
SBUX
STARBUCKS CORP
-$364.6K
3,559
-49%
增持
BILS
SPDR SER TR
+$362.3K
15,418
+31%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$359.1K
0
-100%
减持
BAX
BAXTER INTL INC
-$353.0K
6,785
-50%
清仓
APD
AIR PRODS & CHEMS INC
-$346.3K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$343.9K
0
-100%
清仓
FAST
FASTENAL CO
-$343.2K
0
-100%
清仓
MS
MORGAN STANLEY
-$341.8K
0
-100%
清仓
QINT
AMERICAN CENTY ETF TR
-$335.7K
0
-100%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$335.6K
149,519
+2%
清仓
CNI
CANADIAN NATL RY CO
-$331.7K
0
-100%
建仓
VKTX
VIKING THERAPEUTICS INC
+$330.6K
6,236
清仓
PAYX
PAYCHEX INC
-$327.5K
0
-100%
清仓
TQQQ
PROSHARES TR
-$326.3K
0
-100%
清仓
EWD
ISHARES INC
-$324.3K
0
-100%
清仓
WAB
WABTEC
-$323.7K
0
-100%
清仓
VALQ
AMERICAN CENTY ETF TR
-$321.4K
0
-100%
清仓
GMAR
FIRST TR EXCHNG TRADED FD VI
-$315.6K
0
-100%
清仓
IWY
ISHARES TR
-$312.2K
0
-100%
清仓
TLT
ISHARES TR
-$311.2K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$309.6K
0
-100%
增持
SPYG
SPDR SER TR
+$306.4K
18,119
+16%
增持
ORCL
ORACLE CORP
+$301.9K
16,814
+2%
清仓
WY
WEYERHAEUSER CO MTN BE
-$301.1K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$287.2K
469
-50%
减持
COWZ
PACER FDS TR
-$284.7K
13,187
-24%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$283.9K
6,113
-5%
清仓
CMA
COMERICA INC
-$276.9K
0
-100%
减持
DE
DEERE & CO
-$276.6K
618
-50%
清仓
BNS
BANK NOVA SCOTIA HALIFAX
-$271.6K
0
-100%
清仓
ILCG
ISHARES TR
-$271.6K
0
-100%
增持
BIL
SPDR SER TR
+$271.1K
8,981
+49%
减持
AMD
ADVANCED MICRO DEVICES INC
-$270.1K
1,866
-41%
减持
MBB
ISHARES TR
-$267.3K
3,068
-48%
减持
V
VISA INC
-$262.0K
14,949
-0%
减持
IVE
ISHARES TR
-$261.3K
1,454
-48%
清仓
EIX
EDISON INTL
-$257.6K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$255.2K
0
-100%