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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 27
减持 66
清仓 44
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$19.3M
72,989
+83%
减持
SPY
SPDR S&P 500 ETF TR
-$14.5M
14,011
-69%
减持
AAPL
APPLE INC
-$14.1M
174,727
-24%
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。
清仓
NFRA
FLEXSHARES TR
-$13.7M
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$13.6M
0
-100%
建仓
PAVE
GLOBAL X FDS
+$11.1M
279,171
建仓
AVLV
AMERICAN CENTY ETF TR
+$9.6M
148,906
减持
XLRE
SELECT SECTOR SPDR TR
-$8.9M
956,816
-18%
清仓
VTV
VANGUARD INDEX FDS
-$8.0M
0
-100%
增持
IUSB
ISHARES TR
+$7.7M
321,123
+114%
清仓
HD
HOME DEPOT INC
-$7.1M
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$7.1M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$6.5M
24,708
-23%
减持
RODM
LATTICE STRATEGIES TR
-$6.5M
780,189
-25%
减持
MSFT
MICROSOFT CORP
-$6.4M
67,765
-27%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$6.3M
0
-100%
减持
V
VISA INC
-$5.7M
30,213
-44%
减持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL ETF
-$5.0M
145,251
-29%
减持
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
-$4.9M
435,197
-25%
减持
HTRB
HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
-$4.7M
785,879
-14%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.6M
332,772
+8%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.5M
400,339
+40%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$4.2M
0
-100%
增持
EFV
ISHARES TR
+$4.2M
111,951
+202%
清仓
—
IMPACT SHS TR I
-$4.1M
0
-100%
减持
GOOGL
ALPHABET INC
-$4.1M
97,768
-28%
减持
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
-$3.9M
459,295
-13%
减持
SLYG
SPDR SERIES TRUST S&P 600 SMCP GRW ETF
-$3.8M
142,288
-26%
减持
HDEF
DBX ETF TR
-$3.7M
484,363
-24%
增持
QUAL
ISHARES TR
+$3.5M
56,436
+45%
减持
PTLC
PACER FDS TR
-$3.5M
27,048
-76%
清仓
VHT
VANGUARD WORLD FDS
-$3.5M
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$3.3M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$3.3M
19,274
-33%
减持
MDYV
SPDR SERIES TRUST S&P 400 MDCP VAL ETF
-$3.2M
101,257
-32%
建仓
COIN
COINBASE GLOBAL INC
+$3.0M
11,199
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$3.0M
175,261
-30%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$2.8M
353,318
-26%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.8M
12,005
-60%
清仓
ADSK
AUTODESK INC
-$2.8M
0
-100%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$2.8M
51,300
-28%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.8M
158,364
-26%
清仓
GD
GENERAL DYNAMICS CORP
-$2.7M
0
-100%
清仓
COR
AMERISOURCEBERGEN CORP
-$2.6M
0
-100%
建仓
IVW
ISHARES TR
+$2.6M
31,038
减持
HYMB
SPDR SER TR
-$2.6M
319,002
-25%
增持
TFLO
ISHARES TR
+$2.5M
62,541
+379%
减持
TSLA
TESLA INC
-$2.4M
19,701
-17%
清仓
DXCM
DEXCOM INC
-$2.4M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$2.3M
0
-100%
增持
TLT
ISHARES TR
+$2.3M
35,374
+237%
增持
EFG
ISHARES TR
+$2.1M
37,841
+99%
清仓
BRO
BROWN & BROWN INC
-$2.1M
0
-100%
增持
MBB
ISHARES TR
+$2.1M
51,137
+81%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$2.0M
91,198
-27%
减持
XLK
SELECT SECTOR SPDR TR
-$2.0M
45,370
-24%
清仓
PGR
PROGRESSIVE CORP
-$2.0M
0
-100%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$2.0M
420,787
-17%
清仓
VBR
VANGUARD INDEX FDS
-$1.9M
0
-100%
增持
IYW
ISHARES TR
+$1.9M
49,052
+28%
建仓
DEO
DIAGEO PLC
+$1.9M
12,475
减持
ZROZ
PIMCO ETF TR
-$1.8M
124,255
-9%
增持
USFR
WISDOMTREE TR
+$1.8M
360,713
+11%
减持
XLF
SELECT SECTOR SPDR TR
-$1.8M
402,688
-19%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$1.8M
119,094
-26%
清仓
—
INDEXIQ ACTIVE ETF TR
-$1.8M
0
-100%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$1.8M
109,997
-27%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
142,890
+10%
清仓
LKQ
LKQ CORP
-$1.7M
0
-100%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.7M
82,557
+70%
减持
F
FORD MTR CO DEL
-$1.6M
29,029
-83%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.6M
37,878
-25%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.6M
255,919
+5%
减持
MDYG
SPDR SERIES TRUST S&P 400 MDCP GRW ETF
-$1.5M
95,884
-27%
减持
MA
MASTERCARD INCORPORATED
-$1.5M
12,092
-30%
减持
ORCL
ORACLE CORP
-$1.5M
44,588
-34%
减持
SNPE
DBX ETF TR
-$1.5M
960,950
-12%
清仓
PSX
PHILLIPS 66
-$1.4M
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$1.4M
0
-100%
清仓
FISV
FISERV INC
-$1.4M
0
-100%
减持
IEFA
ISHARES TR
-$1.4M
31,027
-41%
减持
SCHW
SCHWAB CHARLES CORP
-$1.4M
74,749
-24%
减持
VTI
VANGUARD INDEX FDS
-$1.4M
14,135
-34%
减持
BOND
PIMCO ETF TRUST ACTIVE BD ETF
-$1.4M
231,999
-5%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
27,600
-31%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
42,633
-21%
减持
PULS
PGIM ETF TR
-$1.3M
71,164
-28%
建仓
EMXC
ISHARES INC
+$1.3M
22,950
清仓
—
ETF MANAGERS TR
-$1.3M
0
-100%
增持
FBCG
FIDELITY COVINGTON TRUST
+$1.3M
42,950
+304%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$1.2M
0
-100%
清仓
MUB
ISHARES TR
-$1.2M
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.2M
18,391
+55%
清仓
—
TIDAL ETF TR
-$1.2M
0
-100%
减持
RRR
RED ROCK RESORTS INC
-$1.1M
17,875
-57%
清仓
OMC
OMNICOM GROUP INC
-$1.1M
0
-100%
清仓
BYD
BOYD GAMING CORP
-$1.1M
0
-100%
增持
—
INVESTMENT MANAGERS SER TR II AXS CHANGE FINANCE ESG ETF
+$1.1M
224,017
+4%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.1M
0
-100%
建仓
IXC
ISHARES TR
+$1.1M
24,622
减持
PM
PHILIP MORRIS INTL INC
-$1.0M
32,232
-24%
增持
—
EXXON MOBIL CORP
+$1.0M
51,294
+4%
清仓
AGG
ISHARES TR
-$1.0M
0
-100%
减持
IQV
IQVIA HLDGS INC
-$999.0K
17,273
-26%
减持
CVX
CHEVRON CORP NEW
-$997.0K
20,027
-28%
清仓
IWR
ISHARES TR
-$995.0K
0
-100%
增持
ESGU
ISHARES TR
+$973.0K
26,345
+34%
建仓
DYNF
BLACKROCK ETF TRUST
+$939.0K
21,138
减持
NVS
NOVARTIS AG
-$914.0K
19,121
-30%
减持
IEF
ISHARES TR
-$913.0K
247,956
-2%
减持
CRM
SALESFORCE INC
-$910.0K
11,428
-31%
建仓
INDA
ISHARES TR
+$894.0K
17,320
减持
SPAB
SPDR SER TR
-$892.0K
477,817
-6%
减持
AMZN
AMAZON COM INC
-$887.0K
115,094
-19%
减持
PEP
PEPSICO INC
-$853.0K
15,161
-27%
增持
NUDM
NUSHARES ETF TR
+$833.0K
252,749
+6%
建仓
GM
GENERAL MTRS CO
+$818.0K
18,040
建仓
IYH
ISHARES TR
+$804.0K
12,995
减持
GOVT
ISHARES TR
-$798.0K
42,208
-45%
减持
JNJ
JOHNSON & JOHNSON
-$786.0K
10,729
-32%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$783.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$768.0K
0
-100%
清仓
VNLA
JANUS DETROIT STR TR
-$767.0K
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$743.0K
14,651
清仓
DOCU
DOCUSIGN INC
-$735.0K
0
-100%
增持
IXJ
ISHARES TR
+$725.0K
18,961
+58%
减持
ADI
ANALOG DEVICES INC
-$701.0K
10,445
-25%
减持
CSCO
CISCO SYS INC.
-$689.0K
35,452
-27%
清仓
CLOU
GLOBAL X FDS
-$681.0K
0
-100%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$681.0K
53,110
+18%
减持
INTC
INTEL CORP
-$679.0K
23,907
-31%
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$650.0K
0
-100%
清仓
COMB
GRANITESHARES ETF TR
-$637.0K
0
-100%
减持
JPST
JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
-$632.0K
312,413
-4%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$628.0K
0
-100%
减持
SNY
SANOFI
-$626.0K
30,455
-28%
清仓
CARZ
FIRST TR EXCHANGE TRADED FD
-$623.0K
0
-100%
清仓
SCHR
SCHWAB STRATEGIC TR
-$622.0K
0
-100%
增持
IEMG
ISHARES INC
+$606.0K
65,782
+19%
增持
IHI
ISHARES TR
+$594.0K
41,933
+21%
增持
IFRA
ISHARES TR
+$578.0K
32,560
+57%
清仓
—
BARRICK GOLD CORP
-$577.0K
0
-100%
减持
—
CHECK POINT SOFTWARE TECH LT
-$564.0K
12,137
-27%
建仓
JD
JD.COM INC
+$546.0K
19,943
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$545.0K
44,335
+56%
减持
—
UNILEVER PLC
-$539.0K
31,418
-28%
减持
QCOM
QUALCOMM INC
-$539.0K
15,086
-29%
减持
META
META PLATFORMS INC
-$520.0K
21,392
-31%
清仓
PINS
PINTEREST INC
-$515.0K
0
-100%
减持
JPM
JPMORGAN CHASE
-$513.0K
33,028
-21%
