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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 48
增持 82
减持 4
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$12.5M
61,594
+97%
增持
NVDA
NVIDIA CORPORATION
+$8.1M
105,708
+111%
增持
SPY
SPDR S&P 500 ETF TR
+$8.1M
26,090
+108%
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。
增持
FTLS
FIRST TR EXCH TRADED FD III
+$5.2M
216,628
+51%
建仓
XLY
SELECT SECTOR SPDR TR
+$4.5M
20,144
建仓
VFH
VANGUARD WORLD FD
+$4.1M
34,882
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.1M
79,124
+54%
建仓
IYF
ISHARES TR
+$4.0M
36,258
增持
META
META PLATFORMS INC
+$4.0M
12,598
+114%
建仓
XITK
SPDR SER TR
+$4.0M
22,726
增持
GLD
SPDR GOLD TR
+$3.6M
28,582
+107%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.5M
115,610
+208%
增持
TSLA
TESLA INC
+$3.5M
12,882
+101%
增持
WMT
WALMART INC
+$3.4M
69,330
+98%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$3.4M
5,304
+92%
增持
VOO
VANGUARD INDEX FDS
+$3.4M
11,288
+119%
增持
VUG
VANGUARD INDEX FDS
+$3.2M
9,436
+407%
增持
SECT
NORTHERN LTS FD TR IV
+$3.1M
81,474
+209%
增持
CFO
VICTORY PORTFOLIOS II
+$2.5M
56,853
+186%
增持
VTV
VANGUARD INDEX FDS
+$2.3M
17,414
+404%
增持
PG
PROCTER AND GAMBLE CO
+$2.2M
20,796
+187%
增持
IJR
ISHARES TR
+$2.2M
38,192
+105%
清仓
RSPR
INVESCO EXCHANGE TRADED FD T
-$1.9M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$1.9M
20,818
+16%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
13,296
+100%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.8M
109,236
+663%
增持
BKHY
BNY MELLON ETF TRUST
+$1.6M
38,145
+766%
增持
V
VISA INC
+$1.6M
8,638
+110%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
24,872
+99%
增持
MCD
MCDONALDS CORP
+$1.5M
11,422
+93%
增持
XLK
SELECT SECTOR SPDR TR
+$1.5M
14,368
+74%
增持
RITM
RITHM CAPITAL CORP
+$1.5M
309,000
+87%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
50,976
+191%
建仓
TCAF
T ROWE PRICE ETF INC
+$1.4M
41,064
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$1.3M
13,546
增持
XLF
SELECT SECTOR SPDR TR
+$1.3M
48,440
+108%
增持
BUFS
FIRST TR EXCHNG TRADED FD VI
+$1.2M
82,871
+236%
增持
TQQQ
PROSHARES TR
+$1.2M
48,016
+36%
建仓
UXOC
FIRST TR EXCHNG TRADED FD VI
+$1.2M
38,718
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
清仓
SFEB
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$1.1M
7,646
+161%
清仓
DJUN
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
清仓
QMAR
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
建仓
NDAQ
NASDAQ INC
+$1.1M
14,218
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.1M
28,124
+374%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.1M
19,152
建仓
BSV
VANGUARD BD INDEX FDS
+$1.1M
13,874
减持
BUFZ
FIRST TR EXCHNG TRADED FD VI
-$1.1M
56,637
-45%
建仓
SPYM
SPDR SER TR
+$1.1M
15,310
增持
AMZN
AMAZON COM INC
+$1.1M
30,084
+1%
增持
IVV
ISHARES TR
+$1.1M
9,119
+22%
清仓
JUNM
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$995.3K
13,780
增持
VONG
VANGUARD SCOTTSDALE FDS
+$992.0K
14,266
+186%
建仓
PH
PARKER-HANNIFIN CORP
+$953.4K
1,500
建仓
NOW
SERVICENOW INC
+$952.0K
898
建仓
SPTM
SPDR SER TR
+$907.4K
12,704
增持
COWZ
PACER FDS TR
+$899.9K
29,990
+118%
增持
FNDX
SCHWAB STRATEGIC TR
+$895.7K
76,846
+497%
增持
XLI
SELECT SECTOR SPDR TR
+$890.0K
13,512
+106%
增持
ACV
VIRTUS DIVERSIFIED INCM & CO
+$883.2K
54,501
+273%
建仓
SPYI
NEOS ETF TRUST
+$878.9K
17,294
增持
IWM
ISHARES TR
+$865.5K
7,622
+106%
建仓
SLB
SCHLUMBERGER LTD
+$851.1K
22,200
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$778.9K
21,849
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$777.2K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$775.3K
5,286
+98%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$767.8K
20,620
+128%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$717.2K
22,320
-27%
增持
IFRA
ISHARES TR
+$717.1K
29,992
+110%
建仓
VFLO
VICTORY PORTFOLIOS II
+$709.2K
20,805
增持
ORCL
ORACLE CORP
+$706.4K
8,304
+109%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$699.0K
15,414
建仓
SPYG
SPDR SER TR
+$694.9K
7,906
清仓
HSY
HERSHEY CO
-$690.8K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$687.0K
5,988
+110%
清仓
COMT
ISHARES U S ETF TR
-$685.0K
0
-100%
减持
AAPL
APPLE INC
+$682.7K
80,766
-4%
建仓
JAAA
JANUS DETROIT STR TR
+$677.9K
13,368
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$639.1K
0
-100%
增持
NFLX
NETFLIX INC
+$627.8K
1,516
+49%
增持
MCN
XAI MADISON EQUITY PREMIUM I
+$627.0K
190,616
+108%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$626.4K
9,445
+110%
增持
SYK
STRYKER CORPORATION
+$614.8K
2,726
+169%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$614.4K
19,864
+161%
建仓
BIL
SPDR SER TR
+$613.9K
6,714
建仓
QRFT
EXCHANGE LISTED FDS TR
+$612.4K
11,537
增持
SHOP
SHOPIFY INC
+$612.2K
9,062
+107%
增持
XLU
SELECT SECTOR SPDR TR
+$611.4K
12,104
+221%
增持
LVS
LAS VEGAS SANDS CORP
+$610.2K
25,602
+83%
增持
HERD
PACER FDS TR
+$604.0K
26,304
+168%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$590.0K
0
-100%
建仓
BIV
VANGUARD BD INDEX FDS
+$587.7K
7,864
增持
VBK
VANGUARD INDEX FDS
+$570.9K
3,714
+112%
增持
VO
VANGUARD INDEX FDS
+$566.9K
4,156
+107%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$565.0K
2,684
建仓
LPLA
LPL FINL HLDGS INC
+$561.4K
1,720
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$560.5K
275,464
+5%
建仓
XLRE
SELECT SECTOR SPDR TR
+$557.4K
13,704
清仓
—
LAM RESEARCH CORP
-$550.9K
0
-100%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$539.6K
26,261
+144%
建仓
AMOM
EXCHANGE LISTED FDS TR
+$537.8K
11,903
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$537.6K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$533.1K
32,640
+90%
建仓
PSIX
POWER SOLUTIONS INTL INC
+$529.4K
17,794
增持
NEE
NEXTERA ENERGY INC
+$529.2K
17,916
+101%
增持
MINT
PIMCO ETF TR
+$523.9K
7,996
+189%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$507.5K
0
-100%
建仓
BLV
VANGUARD BD INDEX FDS
+$506.2K
7,396
增持
AFSM
FIRST TR EXCHNG TRADED FD VI
+$497.8K
26,229
+178%
增持
PANW
PALO ALTO NETWORKS INC
+$495.5K
5,030
+310%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$493.7K
15,742
增持
HYTR
NORTHERN LTS FD TR III
+$490.6K
82,782
+40%
增持
IWF
ISHARES TR
+$488.6K
2,372
+92%
增持
AVGO
BROADCOM INC
+$486.8K
6,497
+10%
增持
AFMC
FIRST TR EXCHNG TRADED FD VI
+$486.5K
24,058
+183%
增持
UNH
UNITEDHEALTH GROUP INC
+$466.3K
2,070
+108%
建仓
SRE
SEMPRA
+$466.3K
5,316
增持
PFE
PFIZER INC
+$463.3K
89,682
+36%
清仓
—
AON PLC
-$462.6K
0
-100%
建仓
IHDG
WISDOMTREE TR
+$437.4K
10,062
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$436.4K
8,494
清仓
KMI
KINDER MORGAN INC DEL
-$433.5K
0
-100%
减持
FLQM
FRANKLIN TEMPLETON ETF TR
-$430.7K
15,506
-32%
增持
MAGS
LISTED FD TR
+$428.0K
12,270
+144%
建仓
CRM
SALESFORCE INC
+$425.9K
1,274
建仓
—
CHUBB LIMITED
+$425.5K
1,540
增持
TLN
TALEN ENERGY CORP
+$424.6K
3,284
+147%
增持
RH
RH
+$423.8K
1,946
+90%
增持
XLE
SELECT SECTOR SPDR TR
+$418.7K
7,946
+166%
增持
MAR
MARRIOTT INTL INC NEW
+$418.7K
2,770
+95%
增持
QUAL
ISHARES TR
+$416.6K
6,124
+63%
建仓
PYLD
PIMCO ETF TR
+$414.1K
15,978
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$412.8K
8,429
增持
DYNF
BLACKROCK ETF TRUST
+$412.2K
18,653
+70%
建仓
SDY
SPDR SER TR
+$410.0K
3,104
增持
DGRW
WISDOMTREE TR
+$409.8K
10,316
+102%
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$406.3K
8,892
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$404.2K
8,684
增持
TTD
THE TRADE DESK INC
+$401.5K
6,288
+104%
增持
MSCI
MSCI INC
+$401.1K
1,264
+106%
建仓
LII
LENNOX INTL INC
+$398.5K
654
建仓
VBR
VANGUARD INDEX FDS
+$395.6K
1,996
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$392.5K
8,275
建仓
MOAT
VANECK ETF TRUST
+$388.9K
4,194
增持
VOT
VANGUARD INDEX FDS
+$388.6K
2,322
+182%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$387.4K
21,126
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$385.4K
8,907
增持
IYW
ISHARES TR
+$379.3K
8,844
+30%
