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WCG Wealth Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WCG Wealth Advisors LLC
报告期 2026-03-31 · CIK 0001855713
持仓数
519
前50大市值合计
$1.94B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4
23Q3 调仓
2022-12-31 → 2023-09-30 · 共 150 项
建仓 85
增持 42
减持 7
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$30.3M
239,971
+188%
建仓
IVV
ISHARES TR
+$22.2M
51,652
增持
MSFT
MICROSOFT CORP
+$21.7M
99,145
+132%
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
AVUS
AMERICAN CENTY ETF TR
+$20.2M
276,027
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$14.5M
553,208
增持
AMZN
AMAZON COM INC
+$14.1M
142,188
+198%
建仓
USFR
WISDOMTREE TR
+$14.0M
277,513
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$13.6M
286,949
建仓
NVDA
NVIDIA CORPORATION
+$13.5M
30,354
增持
SNPE
DBX ETF TRUST XTRACKERS S&P ETF
+$13.4M
1,319,203
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$13.2M
40,762
+271%
建仓
VOO
VANGUARD INDEX FDS
+$12.8M
32,474
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$12.7M
238,324
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$12.6M
85,856
建仓
AVDE
AMERICAN CENTY ETF TR
+$12.2M
219,983
清仓
BIL
SPDR BLOOMBERG
-$12.2M
0
-100%
建仓
IUSB
ISHARES TR
+$11.9M
273,058
建仓
ZROZ
PIMCO ETF TR
+$10.8M
144,291
清仓
RSPG
INVESCO EXCHANGE TRADED FD T
-$10.8M
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$10.8M
64,836
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.7M
55,919
+88%
增持
XLRE
SELECT SECTOR SPDR TR
+$10.6M
1,321,218
+38%
清仓
GUNR
FLEXSHARES TR
-$10.3M
0
-100%
建仓
FTXL
FIRST TR EXCHANGE-TRADED FD
+$10.1M
147,614
增持
GOOGL
ALPHABET INC
+$9.8M
149,553
+31%
建仓
FLRN
SPDR SER TR
+$9.7M
316,956
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$9.6M
186,687
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$9.4M
58,481
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$9.4M
641,100
+21%
增持
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
+$9.3M
676,332
+62%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$9.2M
0
-100%
建仓
AVUV
AMERICAN CENTY ETF TR
+$9.2M
118,374
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$9.0M
0
-100%
增持
HYMB
SPDR SER TR
+$8.6M
479,716
+613%
建仓
SPYM
SPDR SER TR
+$8.5M
168,479
建仓
VTV
VANGUARD INDEX FDS
+$7.9M
57,365
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$7.6M
0
-100%
清仓
FTXG
FIRST TR EXCHANGE-TRADED FD
-$7.5M
0
-100%
建仓
QUAL
ISHARES TR
+$7.4M
55,901
清仓
—
GLOBAL X FDS MSCI NXT EMRGNG & FRONTIER ETF
-$7.3M
0
-100%
增持
V
VISA INC
+$7.2M
55,302
+106%
增持
META
META PLATFORMS INC
+$7.2M
36,497
+13%
清仓
EMTL
SSGA ACTIVE TR SPDR DBLELN EMRG ETF
-$7.0M
0
-100%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$6.9M
266,888
增持
XLF
SELECT SECTOR SPDR TR
+$6.8M
574,123
+55%
增持
QQQ
INVESCO QQQ TR
+$6.5M
29,396
+94%
增持
BOND
PIMCO ETF TRUST ACTIVE BD ETF
+$6.2M
272,490
+37%
建仓
HD
HOME DEPOT INC
+$6.0M
19,740
减持
SRLN
SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF
-$5.7M
19,389
-88%
增持
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
+$5.4M
629,301
+16%
增持
SPDW
SPDR INDEX SHS FDS
+$5.2M
196,674
+522%
建仓
WMT
WALMART INC
+$4.9M
30,337
建仓
IYW
ISHARES TR
+$4.8M
46,053
建仓
PG
PROCTER AND GAMBLE CO
+$4.8M
32,012
增持
HTRB
HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
+$4.6M
1,073,401
+16%
建仓
—
IMPACT SHS TR I
+$4.5M
232,858
增持
IEFA
ISHARES TR
+$4.4M
83,244
+453%
建仓
MBB
ISHARES TR
+$4.4M
49,314
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$4.4M
10,662
增持
JPST
JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
+$4.3M
380,489
+24%
建仓
PULS
PGIM ETF TR
+$4.3M
87,132
建仓
PTLC
PACER FDS TR
+$4.3M
107,243
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$4.3M
29,047
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$4.2M
28,999
建仓
FLAX
FRANKLIN TEMPLETON ETF TR
+$4.2M
205,830
建仓
AVEM
AMERICAN CENTY ETF TR
+$4.1M
78,154
增持
TSLA
TESLA INC
+$4.1M
23,560
+57%
建仓
IEMG
ISHARES INC
+$4.0M
84,615
增持
JPM
JPMORGAN CHASE
+$3.9M
45,666
+111%
清仓
XLE
SELECT SECTOR SPDR TR
-$3.8M
0
-100%
增持
—
EXXON MOBIL CORP
+$3.8M
47,644
+175%
建仓
GOOG
ALPHABET INC
+$3.7M
27,699
增持
RODM
LATTICE STRATEGIES TR
+$3.6M
1,220,091
+8%
减持
ENB
ENBRIDGE INC
-$3.5M
12,104
-88%
建仓
GOVT
ISHARES TR
+$3.5M
158,934
建仓
VTI
VANGUARD INDEX FDS
+$3.5M
16,412
减持
HYLB
DBX ETF TR
-$3.4M
28,527
-78%
清仓
TOTL
SPDR DOUBLELINE
-$3.4M
0
-100%
建仓
ESGU
ISHARES TR
+$3.4M
36,033
建仓
VHT
VANGUARD WORLD FDS
+$3.3M
14,062
建仓
CRM
SALESFORCE INC
+$3.3M
15,917
建仓
IJH
ISHARES TR
+$3.2M
12,719
减持
COR
AMERISOURCEBERGEN CORP
-$3.1M
14,190
-59%
建仓
USMV
ISHARES TR
+$3.1M
43,029
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$3.1M
19,833
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$3.0M
191,460
-21%
建仓
JNJ
JOHNSON & JOHNSON
+$3.0M
18,742
建仓
PEP
PEPSICO INC
+$3.0M
17,527
建仓
EVRG
EVERGY INC
+$2.9M
58,071
建仓
XLI
SELECT SECTOR SPDR TR
+$2.9M
28,869
建仓
BDX
BECTON DICKINSON & CO
+$2.9M
11,222
建仓
AFL
AFLAC INC
+$2.9M
38,061
建仓
NULG
NUSHARES ETF TR
+$2.9M
45,376
建仓
COP
CONOCOPHILLIPS
+$2.8M
23,407
增持
ORCL
ORACLE CORP
+$2.8M
65,125
+26%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$2.8M
20,718
增持
SLYG
SPDR SERIES TRUST S&P 600 SMCP GRW ETF
+$2.7M
224,731
+16%
减持
NFRA
FLEXSHARES TR
-$2.7M
296,847
-13%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$2.7M
25,095
减持
SPAB
SPDR SER TR
-$2.6M
563,345
-14%
增持
HDEF
DBX ETF TR
+$2.6M
738,732
+13%
建仓
GD
GENERAL DYNAMICS CORP
+$2.6M
11,523
增持
NUDM
NUSHARES ETF TR
+$2.5M
244,758
+30%
建仓
QCOM
QUALCOMM INC
+$2.5M
22,260
建仓
SPTL
SPDR SER TR
+$2.5M
95,031
增持
CVX
CHEVRON CORP NEW
+$2.5M
30,213
+100%
建仓
BAC
BANK AMERICA CORP
+$2.4M
87,440
建仓
EFG
ISHARES TR
+$2.4M
27,876
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$2.4M
96,584
+104%
建仓
IWD
ISHARES TR
+$2.4M
15,536
增持
CSCO
CISCO SYS INC.
+$2.3M
51,159
+346%
建仓
EFV
ISHARES TR
+$2.2M
45,796
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$2.2M
37,357
建仓
MRK
MERCK & CO INC
+$2.2M
20,203
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$2.1M
176,664
+11%
建仓
BRO
BROWN & BROWN INC
+$2.1M
29,641
增持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL ETF
+$2.1M
225,002
+16%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$2.0M
47,054
增持
MA
MASTERCARD INCORPORATED
+$2.0M
17,582
+17%
建仓
PGR
PROGRESSIVE CORP
+$1.9M
13,908
建仓
ABBV
ABBVIE INC
+$1.9M
12,854
建仓
—
PROSHARES TR
+$1.9M
173,055
增持
—
INVESTMENT MANAGERS SER TR II AXS CHANGE FINANCE ESG ETF
+$1.9M
224,642
+17%
建仓
LKQ
LKQ CORP
+$1.9M
37,879
增持
IEF
ISHARES TR
+$1.9M
274,416
+9%
建仓
MOAT
VANECK ETF TRUST
+$1.8M
23,734
建仓
DXCM
DEXCOM INC
+$1.8M
19,261
清仓
NUHY
NUSHARES ETF TR
-$1.8M
0
-100%
建仓
OKE
ONEOK INC NEW
+$1.8M
28,229
增持
SCHW
SCHWAB CHARLES CORP
+$1.8M
112,817
+109%
增持
FSK
FS KKR CAP CORP
+$1.8M
121,040
+251%
建仓
SPYD
SPDR SER TR
+$1.8M
50,475
建仓
SPYG
SPDR SER TR
+$1.7M
29,413
清仓
FSLR
FIRST SOLAR INC
-$1.7M
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$1.7M
10,672
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.7M
49,286
+375%
增持
CMCSA
COMCAST CORP
+$1.7M
91,131
+31%
建仓
PSX
PHILLIPS 66
+$1.7M
13,408
增持
SNY
SANOFI
+$1.7M
50,549
+125%
清仓
AXP
AMERICAN EXPRESS CO
-$1.6M
0
-100%
建仓
XAR
SPDR SER TR
+$1.6M
13,844
建仓
KO
COCA COLA CO
+$1.5M
26,216
建仓
HDGE
ADVISORSHARES TR
+$1.5M
65,952
清仓
KRMA
GLOBAL X
-$1.5M
0
-100%
建仓
XCEM
COLUMBIA ETF TR II
+$1.5M
55,720
建仓
SBUX
STARBUCKS CORP
+$1.5M
15,887
清仓
ECL
ECOLAB INC
-$1.5M
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$1.5M
15,984
建仓
ARCC
ARES CAPITAL CORP
+$1.5M
75,221
建仓
ARKK
ARK ETF TR
+$1.4M
34,971
