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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 150 项建仓 30增持 37减持 64清仓 19

方向

标的

Δ市值

现股数(环比)

增持

SPTL SPDR SER TR

+$11.4M

480,138 +405%

清仓

FLRN SPDR SER TR

-$9.7M

0 -100%

减持

SNPE DBX ETF TR

-$5.7M

1,089,068 -17%

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

SPHQ INVESCO EXCHANGE TRADED FD T

-$5.4M

506,585 -21%

减持

MUNI PIMCO ETF TRUST INTER MUN BD ACT ETF

-$5.2M

530,934 -16%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$5.1M

105,305 -45%

减持

IUSB ISHARES TR

-$5.0M

150,000 -45%

增持

AVUS AMERICAN CENTY ETF TR

+$5.0M

308,807 +12%

增持

SPY SPDR S&P 500 ETF TR

+$4.4M

45,922 +13%

减持

HTRB HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF

-$3.8M

917,644 -15%

增持

AMZN AMAZON COM INC

+$3.5M

142,476 +0%

减持

RODM LATTICE STRATEGIES TR

-$3.3M

1,034,058 -15%

减持

JPST JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF

-$3.3M

326,351 -14%

减持

IVV ISHARES TR

-$3.1M

39,890 -23%

减持

MSFT MICROSOFT CORP

+$3.0M

92,921 -6%

清仓

BDX BECTON DICKINSON & CO

-$2.9M

0 -100%

减持

AAPL APPLE INC

+$2.9M

228,625 -5%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$2.9M

44,794 +54%

建仓

ADSK AUTODESK INC

+$2.8M

11,473

增持

AVDE AMERICAN CENTY ETF TR

+$2.5M

243,138 +11%

增持

AVUV AMERICAN CENTY ETF TR

+$2.4M

129,788 +10%

减持

SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF

-$2.4M

582,983 -14%

增持

USFR WISDOMTREE TR

+$2.3M

324,418 +17%

增持

NVDA NVIDIA CORPORATION

+$2.3M

31,901 +5%

建仓

JMUB J P MORGAN EXCHANGE TRADED

+$2.1M

41,053

减持

JMST J P MORGAN EXCHANGE TRADED F

-$1.9M

212,604 -11%

建仓

— INDEXIQ ACTIVE ETF TR

+$1.8M

37,261

减持

GOVT ISHARES TR

-$1.7M

76,329 -52%

减持

MBB ISHARES TR

-$1.7M

28,246 -43%

建仓

FTEC FIDELITY COVINGTON TRUST

+$1.7M

11,839

减持

QUAL ISHARES TR

-$1.6M

38,996 -30%

减持

IEFA ISHARES TR

-$1.6M

52,890 -36%

增持

VTI VANGUARD INDEX FDS

+$1.6M

21,321 +30%

减持

IEF ISHARES TR

-$1.5M

252,974 -8%

减持

BOND PIMCO ETF TRUST ACTIVE BD ETF

-$1.5M

245,484 -10%

建仓

— MEDTRONIC PLC

+$1.4M

16,930

减持

ESGU ISHARES TR

-$1.3M

19,596 -46%

减持

QQQ INVESCO QQQ TR

+$1.3M

28,952 -2%

增持

DUHP DIMENSIONAL ETF TRUST

+$1.3M

285,651 +7%

减持

V VISA INC

+$1.3M

54,168 -2%

增持

AMD ADVANCED MICRO DEVICES INC

+$1.3M

27,004 +8%

减持

IEMG ISHARES INC

-$1.2M

55,114 -35%

减持

HDEF DBX ETF TR

-$1.2M

635,279 -14%

清仓

TLH ISHARES TR

-$1.2M

0 -100%

建仓

— TIDAL ETF TR

+$1.2M

65,708

减持

JEPQ J P MORGAN EXCHANGE TRADED F

-$1.1M

249,749 -13%

增持

HD HOME DEPOT INC

+$1.1M

20,509 +4%

增持

CRM SALESFORCE INC

+$1.1M

16,539 +4%

增持

PG PROCTER AND GAMBLE CO

+$1.1M

39,882 +25%

减持

HYMB SPDR SER TR

-$1.1M

426,640 -11%

建仓

IXJ ISHARES TR

+$1.0M

12,009

建仓

TLT ISHARES TR

+$1.0M

10,495

清仓

EMB ISHARES TR

-$1.0M

0 -100%

建仓

AGG ISHARES TR

+$1.0M

10,325

减持

CVX CHEVRON CORP NEW

-$1.0M

27,861 -8%

增持

SPDW SPDR INDEX SHS FDS

+$999.0K

208,757 +6%

减持

GOOGL ALPHABET INC

-$980.0K

135,037 -10%

减持

SPAB SPDR SER TR

-$906.0K

505,872 -10%

减持

NFRA FLEXSHARES TR

-$891.0K

255,415 -14%

减持

ZROZ PIMCO ETF TR

+$880.0K

137,064 -5%

减持

MDYG SPDR SERIES TRUST S&P 400 MDCP GRW ETF

-$861.0K

130,905 -15%

清仓

PYPL PAYPAL HLDGS INC

-$856.0K

0 -100%

减持

IDHQ INVESCO EXCH TRADED FD TR II

-$855.0K

477,737 -14%

清仓

MU MICRON TECHNOLOGY INC

-$829.0K

0 -100%

减持

VOO VANGUARD INDEX FDS

+$826.0K

31,234 -4%

清仓

SRLN SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF

-$820.0K

0 -100%

清仓

HYLS FIRST TR EXCHANGE-TRADED FD

-$816.0K

0 -100%

增持

— EXXON MOBIL CORP

-$794.0K

49,333 +4%

清仓

KOMP SPDR SER TR

-$788.0K

0 -100%

建仓

XLU SELECT SECTOR SPDR TR

+$768.0K

12,127

建仓

VNLA JANUS DETROIT STR TR

+$767.0K

15,882

建仓

CLOI VANECK ETF TRUST

+$756.0K

14,512

清仓

DGRO ISHARES TR

-$756.0K

0 -100%

增持

SBUX STARBUCKS CORP

+$741.0K

23,473 +48%

建仓

DOCU DOCUSIGN INC

+$735.0K

12,367

建仓

CGGO CAPITAL GROUP GBL GROWTH EQT

+$732.0K

28,450

增持

QQQM INVESCO EXCH TRADED FD TR II

+$730.0K

29,736 +2%

减持

NVS NOVARTIS AG

-$717.0K

27,371 -19%

减持

CDC VICTORY PORTFOLIOS II

-$708.0K

35,813 -27%

减持

XLK SELECT SECTOR SPDR TR

+$688.0K

59,451 -8%

建仓

CLOU GLOBAL X FDS

+$681.0K

30,053

减持

XLRE SELECT SECTOR SPDR TR

+$679.0K

1,165,138 -12%

清仓

NEE NEXTERA ENERGY INC

-$678.0K

0 -100%

增持

AVEM AMERICAN CENTY ETF TR

+$674.0K

85,116 +9%

增持

FDVV FIDELITY COVINGTON TRUST

+$672.0K

48,536 +36%

减持

PFE PFIZER INC

-$671.0K

27,411 -35%

建仓

TFLO ISHARES TR

+$660.0K

13,068

减持

— UNILEVER PLC

-$658.0K

43,651 -21%

建仓

GTO INVESCO ACTIVELY MANAGED ETF

+$650.0K

13,770

清仓

UBER UBER TECHNOLOGIES INC

-$640.0K

0 -100%

建仓

COMB GRANITESHARES ETF TR

+$637.0K

32,796

减持

XLF SELECT SECTOR SPDR TR

-$633.0K

499,453 -13%

减持

SNY SANOFI

-$632.0K

42,352 -16%

建仓

CARZ FIRST TR EXCHANGE TRADED FD

+$623.0K

10,941

建仓

SCHR SCHWAB STRATEGIC TR

+$622.0K

12,502

减持

USMV ISHARES TR

-$616.0K

32,011 -26%

增持

MOAT VANECK ETF TRUST

+$613.0K

28,429 +20%

清仓

GSK GSK PLC

-$611.0K

0 -100%

增持

SPSM SPDR SER TR

+$596.0K

88,810 +5%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$583.0K

54,041 -3%

减持

QCOM QUALCOMM INC

+$576.0K

21,388 -4%

减持

DXCM DEXCOM INC

+$574.0K

19,107 -1%

减持

NUBD NUSHARES ETF TR

-$568.0K

272,272 -1%

清仓

JHMM JOHN HANCOCK EXCHANGE TRADED

-$567.0K

0 -100%

减持

SLYV SPDR SERIES TRUST S&P 600 SMCP VAL ETF

+$567.0K

204,774 -9%

增持

PULS PGIM ETF TR

+$564.0K

98,723 +13%

减持

EFG ISHARES TR

-$563.0K

19,029 -32%

建仓

GLPI FISERV INC

+$551.0K

11,173

减持

SPTI SPDR SER TR

-$550.0K

24,752 -46%

增持

INTC INTEL CORP

+$543.0K

34,528 +3%

增持

PEP PEPSICO INC

+$536.0K

20,643 +18%

减持

SCHW SCHWAB CHARLES CORP

+$533.0K

98,897 -12%

减持

JNJ JOHNSON & JOHNSON

-$532.0K

15,840 -15%

建仓

BUFR FIRST TR EXCHNG TRADED FD VI

+$528.0K

19,880

增持

PTLC PACER FDS TR

+$516.0K

110,960 +3%

建仓

PINS PINTEREST INC

+$515.0K

13,891

清仓

SCHB SCHWAB STRATEGIC TR

-$515.0K

0 -100%

清仓

DBA INVESCO DB MULTI-SECTOR COMM

-$514.0K

0 -100%

增持

DIS DISNEY WALT CO

+$514.0K

39,925 +7%

减持

SLYG SPDR SERIES TRUST S&P 600 SMCP GRW ETF

-$499.0K

193,481 -14%

建仓

BBHY J P MORGAN EXCHANGE TRADED F

+$498.0K

10,849

建仓

BP BP PLC

+$492.0K

13,893

建仓

CHWY CHEWY INC

+$491.0K

20,770

减持

RRR RED ROCK RESORTS INC

+$491.0K

41,325 -1%

建仓

TOST TOAST INC

+$488.0K

26,700

建仓

CGGR CAPITAL GROUP GROWTH ETF

+$474.0K

16,780

增持

SCHD SCHWAB STRATEGIC TR

+$470.0K

18,738 +39%

减持

CMCSA COMCAST CORP

-$459.0K

82,912 -9%

建仓

IHAK ISHARES TR

+$456.0K

10,036

减持

NVO NOVO-NORDISK A S

-$452.0K

10,094 -37%

增持

DFAC DIMENSIONAL ETF TRUST

-$451.0K

50,674 +3%

清仓

CSX CSX CORP

-$444.0K

0 -100%

减持

FXR FIRST TR EXCHANGE TRADED FD

-$440.0K

151,018 -15%

增持

WMT WALMART INC

+$436.0K

33,545 +11%

增持

AVIG AMERICAN CENTY ETF TR

+$429.0K

33,543 +36%

增持

FLAX FRANKLIN TEMPLETON ETF TR

+$426.0K

216,267 +5%

清仓

USB US BANCORP DEL

-$425.0K

0 -100%

增持

WFC WELLS FARGO CO NEW

+$419.0K

55,070 +3%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

-$417.0K

17,544 -29%

清仓

NULV NUSHARES ETF TR

-$415.0K

0 -100%

减持

ARKK ARK ETF TR

+$413.0K

34,364 -2%

增持

IHI ISHARES TR

+$412.0K

34,515 +15%

减持

KO COCA COLA CO

-$410.0K

19,274 -26%

减持

NUDM NUSHARES ETF TR

-$400.0K

238,607 -3%

减持

CSCO CISCO SYS INC.

-$399.0K

48,654 -5%

建仓

SGOL ABRDN GOLD ETF TRUST

+$399.0K

20,208

减持

PM PHILIP MORRIS INTL INC

-$397.0K

42,494 -9%

增持

— IMPACT SHS TR I

-$392.0K

238,754 +3%

减持

CVS CVS HEALTH CORP

-$385.0K

28,515 -24%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$382.0K

20,326 +2%