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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 47
增持 56
减持 21
清仓 26
方向
标的
Δ市值
现股数(环比)
建仓
PYLD
PIMCO ETF TR
+$24.6M
960,255
增持
SPYM
SPDR SER TR
+$21.6M
473,523
+234%
清仓
BOND
PIMCO ETF TRUST ACTIVE BD ETF
-$21.3M
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
SNPE
DBX ETF TR
-$19.0M
539,376
-44%
减持
XLRE
SELECT SECTOR SPDR TR
-$13.4M
635,581
-34%
增持
AAPL
APPLE INC
+$11.8M
198,305
+13%
增持
HTRB
HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
+$11.6M
1,138,666
+45%
增持
NVDA
NVIDIA CORPORATION
+$11.4M
273,169
+1006%
建仓
XLI
SELECT SECTOR SPDR TR
+$11.3M
93,002
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$9.5M
0
-100%
减持
IVV
ISHARES TR
-$9.1M
53,518
-27%
增持
IVW
ISHARES TR
+$8.1M
115,565
+272%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$7.7M
201,090
建仓
VGSR
MANAGER DIRECTED PORTFOLIOS
+$7.6M
789,686
增持
DYNF
BLACKROCK ETF TRUST
+$7.0M
168,266
+696%
建仓
AVIV
AMERICAN CENTY ETF TR
+$6.5M
124,184
建仓
BIL
SPDR SER TR
+$6.3M
68,247
建仓
OWNS
TIDAL TRUST III
+$5.8M
342,465
建仓
VOO
VANGUARD INDEX FDS
+$5.3M
10,551
建仓
IHDG
WISDOMTREE TR
+$4.8M
105,484
建仓
IVE
ISHARES TR
+$4.5M
24,918
减持
SPDW
SPDR INDEX SHS FDS
-$4.4M
82,464
-60%
增持
IEF
ISHARES TR
+$4.4M
297,615
+20%
增持
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
+$4.2M
543,290
+18%
增持
IUSB
ISHARES TR
+$3.9M
410,639
+28%
建仓
HD
HOME DEPOT INC
+$3.9M
11,208
增持
MSFT
MICROSOFT CORP
+$3.6M
71,913
+6%
增持
EFG
ISHARES TR
+$3.5M
72,332
+91%
建仓
CVLC
MORGAN STANLEY ETF TRUST
+$3.4M
49,849
清仓
AFL
AFLAC INC
-$3.3M
0
-100%
清仓
TFLO
ISHARES TR
-$3.2M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$3.2M
0
-100%
增持
AMZN
AMAZON COM INC
+$3.1M
123,523
+7%
减持
EFV
ISHARES TR
-$3.1M
56,393
-50%
清仓
ESGU
ISHARES TR
-$3.0M
0
-100%
建仓
ADSK
AUTODESK INC
+$2.9M
11,885
清仓
FLQM
FRANKLIN TEMPLETON ETF TR
-$2.8M
0
-100%
减持
GOOGL
ALPHABET INC
+$2.8M
96,249
-2%
增持
OKE
ONEOK INC NEW
+$2.7M
62,698
+110%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.6M
193,719
+30%
增持
ORCL
ORACLE CORP
+$2.4M
56,602
+27%
建仓
DGRO
ISHARES TR
+$2.3M
40,328
减持
JPST
JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
-$2.3M
266,432
-15%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.3M
30,637
建仓
COR
AMERISOURCEBERGEN CORP
+$2.3M
10,210
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.3M
436,187
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
51,308
+13%
增持
VTI
VANGUARD INDEX FDS
+$2.2M
21,790
+54%
增持
SPY
SPDR S&P 500 ETF TR
+$2.1M
17,381
+24%
建仓
VYM
VANGUARD WHITEHALL FDS
+$2.1M
17,767
清仓
ABBV
ABBVIE INC
-$2.1M
0
-100%
清仓
SHE
SPDR SER TR
-$2.0M
0
-100%
增持
HYMB
SPDR SER TR
+$2.0M
400,376
+26%
增持
ZROZ
PIMCO ETF TR
+$2.0M
157,317
+27%
清仓
CDC
VICTORY PORTFOLIOS II
-$1.9M
0
-100%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.9M
32,251
建仓
SGOL
ABRDN GOLD ETF TRUST
+$1.9M
84,818
增持
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
+$1.9M
467,641
+7%
减持
SPYD
SPDR SER TR
-$1.8M
11,732
-79%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.7M
33,089
建仓
ETHO
AMPLIFY ETF TR
+$1.6M
28,984
建仓
TCAF
T ROWE PRICE ETF INC
+$1.6M
52,073
清仓
XCEM
COLUMBIA ETF TR II
-$1.6M
0
-100%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$1.6M
41,493
-19%
清仓
XAR
SPDR SER TR
-$1.6M
0
-100%
增持
GOOG
ALPHABET INC
+$1.5M
26,937
+20%
增持
NUDM
NUSHARES ETF TR
+$1.5M
300,054
+19%
增持
JAAA
JANUS DETROIT STR TR
+$1.5M
43,651
+198%
增持
EMXC
ISHARES INC
+$1.5M
47,199
+106%
增持
RODM
LATTICE STRATEGIES TR
+$1.5M
843,387
+8%
清仓
—
PROSHARES TR
-$1.4M
0
-100%
建仓
HEFA
ISHARES TR
+$1.3M
37,400
增持
FRDM
EA SER
+$1.3M
223,825
+14%
清仓
MS
MORGAN STANLEY
-$1.3M
0
-100%
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$1.3M
0
-100%
建仓
IWS
ISHARES TR
+$1.3M
10,441
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.2M
17,361
+45%
增持
SPAB
SPDR SER TR
+$1.2M
529,582
+11%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$1.2M
0
-100%
减持
JMUB
J P MORGAN EXCHANGE TRADED
-$1.2M
18,643
-55%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.1M
10,900
增持
QQQ
INVESCO QQQ TR
+$1.1M
20,141
+4%
减持
IEFA
ISHARES TR
-$1.1M
16,726
-46%
清仓
SPMD
SPDR SER TR
-$1.1M
0
-100%
减持
USMV
ISHARES TR
-$1.1M
16,399
-44%
建仓
PSQ
PROSHARES TR
+$1.1M
26,269
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
28,859
-1%
清仓
IXC
ISHARES TR
-$1.1M
0
-100%
增持
NUSC
NUSHARES ETF TR
+$1.0M
159,833
+27%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$1.0M
11,072
增持
AVUS
AMERICAN CENTY ETF TR
+$1.0M
341,406
+3%
增持
IYW
ISHARES TR
+$982.0K
50,545
+3%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$976.0K
103,571
-6%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$968.0K
15,450
建仓
OMC
OMNICOM GROUP INC
+$933.0K
10,401
增持
—
INVESTMENT MANAGERS SER TR II AXS CHANGE FINANCE ESG ETF
+$932.0K
253,075
+13%
清仓
CTVA
CORTEVA INC
-$931.0K
0
-100%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$924.0K
15,585
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$889.0K
14,203
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$864.0K
16,235
建仓
UBER
UBER TECHNOLOGIES INC
+$861.0K
11,845
增持
WMT
WALMART INC
+$841.0K
94,503
+2%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$829.0K
0
-100%
增持
HDEF
DBX ETF TR
+$816.0K
523,586
+8%
建仓
CPNG
COUPANG INC
+$803.0K
38,344
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$788.0K
68,318
-14%
增持
CRM
SALESFORCE INC
+$787.0K
16,448
+44%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$779.0K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$778.0K
75,614
+46%
增持
SHM
SPDR SER TR
+$715.0K
28,506
+115%
建仓
PYPL
PAYPAL HLDGS INC
+$702.0K
12,103
增持
USFR
WISDOMTREE TR
+$691.0K
374,290
+4%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$685.0K
53,122
+74%
增持
IQV
IQVIA HLDGS INC
-$668.0K
17,497
+1%
建仓
C
CITIGROUP INC
+$666.0K
10,492
增持
FTEC
FIDELITY COVINGTON TRUST
+$659.0K
20,554
+12%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$656.0K
145,411
-8%
增持
V
VISA INC
+$643.0K
34,576
+14%
减持
IJH
ISHARES TR
-$611.0K
46,236
-15%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$603.0K
10,953
增持
DEO
DIAGEO PLC
+$565.0K
19,201
+54%
清仓
RLY
SSGA ACTIVE ETF TR
-$562.0K
0
-100%
减持
GOVT
ISHARES TR
-$560.0K
17,750
-58%
增持
RDIV
INVESCO EXCH TRADED FD TR II
+$554.0K
28,724
+80%
清仓
VTEB
VANGUARD MUN BD FDS
-$550.0K
0
-100%
清仓
EXC
EXELON CORP
-$546.0K
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$542.0K
10,919
-3%
增持
META
META PLATFORMS INC
+$539.0K
21,669
+1%
建仓
IGEB
ISHARES TR
+$532.0K
11,997
增持
DUHP
DIMENSIONAL ETF TRUST
+$529.0K
412,140
+3%
建仓
GTO
INVESCO ACTIVELY MANAGED ETF
+$522.0K
11,270
清仓
GLPI
FISERV INC
-$519.0K
0
-100%
增持
AVIG
AMERICAN CENTY ETF TR
+$518.0K
52,647
+33%
减持
SPSM
SPDR SER TR
-$511.0K
76,396
-11%
增持
PM
PHILIP MORRIS INTL INC
+$499.0K
34,067
+6%
增持
FLAX
FRANKLIN TEMPLETON ETF TR
+$487.0K
239,951
+5%
建仓
EDIV
SPDR INDEX SHS FDS
+$483.0K
13,681
建仓
CHWY
CHEWY INC
+$482.0K
17,702
增持
FXD
FIRST TR EXCHANGE TRADED FD
-$481.0K
120,258
+1%
建仓
COMB
GRANITESHARES ETF TR
+$480.0K
23,568
建仓
GSK
GSK PLC
+$459.0K
11,930
建仓
HYEM
VANECK ETF TRUST
+$457.0K
23,879
增持
SCHW
SCHWAB CHARLES CORP
+$450.0K
79,483
+6%
建仓
TOTL
SSGA ACTIVE ETF TR
+$450.0K
11,327
建仓
SMOT
VANECK ETF TRUST
+$450.0K
14,067
增持
PEP
PEPSICO INC
+$444.0K
18,777
+24%
增持
AVEM
AMERICAN CENTY ETF TR
+$440.0K
91,407
+3%
减持
TSLA
TESLA INC
+$433.0K
19,689
-0%
建仓
CART
MAPLEBEAR INC
+$429.0K
13,346
清仓
POCT
INNOVATOR ETFS TR
-$423.0K
0
-100%
