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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 38
增持 60
减持 45
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$16.0M
55,392
-85%
增持
TOTL
SSGA ACTIVE ETF TR
+$14.4M
357,883
+3060%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$9.2M
161,996
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
XLK
SELECT SECTOR SPDR TR
-$8.9M
12,052
-77%
建仓
XLP
SELECT SECTOR SPDR TR
+$7.5M
90,529
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$7.3M
70,754
建仓
SMLF
ISHARES TR
+$7.2M
108,691
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$7.1M
125,766
+707%
减持
XLRE
SELECT SECTOR SPDR TR
-$7.0M
389,863
-39%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$7.0M
120,687
+294%
增持
SPY
SPDR S&P 500 ETF TR
+$6.0M
26,862
+55%
建仓
BAR
GRANITESHARES GOLD TR
+$5.6M
216,330
减持
SPYM
SPDR SER TR
-$5.6M
366,122
-23%
增持
EFV
ISHARES TR
+$4.8M
136,066
+141%
增持
AAPL
APPLE INC
+$4.5M
198,765
+0%
减持
HTRB
HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
-$4.1M
973,108
-15%
建仓
XLV
SELECT SECTOR SPDR TR
+$3.6M
23,692
减持
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
-$3.5M
467,376
-14%
增持
PULS
PGIM ETF TR
+$3.3M
130,083
+104%
减持
SNPE
DBX ETF TR
-$3.1M
453,815
-16%
增持
IUSB
ISHARES TR
+$3.0M
458,441
+12%
建仓
JMBS
JANUS DETROIT STR TR
+$3.0M
63,723
清仓
ADSK
AUTODESK INC
-$2.9M
0
-100%
增持
MOAT
VANECK ETF TRUST
+$2.9M
55,242
+92%
增持
QUAL
ISHARES TR
+$2.6M
65,995
+22%
建仓
AVLC
AMERICAN CENTY ETF TR
+$2.5M
37,358
增持
AVUS
AMERICAN CENTY ETF TR
+$2.4M
349,317
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.4M
29,075
+67%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
43,031
-0%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$2.2M
12,228
建仓
VFLO
VICTORY PORTFOLIOS II
+$2.2M
65,010
建仓
AGG
ISHARES TR
+$2.0M
19,812
增持
SPTL
SPDR SER TR
+$2.0M
564,148
+7%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.9M
40,575
+110%
建仓
DBEF
DBX ETF TR
+$1.8M
43,060
增持
AVDE
AMERICAN CENTY ETF TR
+$1.8M
273,546
+3%
增持
META
META PLATFORMS INC
+$1.8M
22,183
+2%
清仓
JNJ
JOHNSON & JOHNSON
-$1.8M
0
-100%
增持
IEFA
ISHARES TR
+$1.7M
37,655
+125%
增持
ORCL
ORACLE CORP
+$1.7M
56,900
+1%
增持
IJH
ISHARES TR
+$1.7M
70,124
+52%
建仓
CVX
CHEVRON CORP NEW
+$1.5M
10,309
增持
WMT
WALMART INC
+$1.5M
97,764
+3%
增持
BAC
BANK AMERICA CORP
+$1.5M
103,944
+55%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$1.5M
23,631
减持
JPST
JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
-$1.4M
236,608
-11%
减持
IEF
ISHARES TR
-$1.4M
269,435
-9%
增持
EMXC
ISHARES INC
+$1.4M
68,704
+46%
增持
PAVE
GLOBAL X FDS
+$1.4M
313,004
+1%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$1.4M
13,646
建仓
IUSG
ISHARES TR
+$1.3M
10,230
清仓
SHM
SPDR SER TR
-$1.3M
0
-100%
增持
MBB
ISHARES TR
+$1.3M
62,769
+23%
清仓
HEFA
ISHARES TR
-$1.3M
0
-100%
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.3M
12,204
减持
SPAB
SPDR SER TR
-$1.3M
460,168
-13%
减持
TSLA
TESLA INC
+$1.3M
19,683
-0%
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$1.3M
12,085
建仓
XLC
SELECT SECTOR SPDR TR
+$1.2M
13,821
建仓
DUK
DUKE ENERGY CORP NEW
+$1.2M
10,453
增持
GOOGL
ALPHABET INC
-$1.2M
98,496
+2%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
24,800
+14%
建仓
MUB
ISHARES TR
+$1.2M
10,755
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$1.1M
790,848
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
151,788
+2%
建仓
MU
MICRON TECHNOLOGY INC
+$1.1M
10,920
减持
XLF
SELECT SECTOR SPDR TR
+$1.1M
391,089
-3%
减持
OKE
ONEOK INC NEW
-$1.1M
43,754
-30%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.1M
419,602
+2%
增持
SPYV
SPDR SER TR
+$1.1M
62,055
+39%
增持
BINC
BLACKROCK ETF TRUST II
+$1.1M
52,136
+58%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
21,574
-24%
增持
GOVT
ISHARES TR
+$1.0M
61,744
+248%
增持
BIL
SPDR SER TR
+$1.0M
79,518
+17%
减持
RODM
LATTICE STRATEGIES TR
+$1.0M
797,666
-5%
建仓
XLE
SELECT SECTOR SPDR TR
+$1.0M
11,516
减持
NVDA
NVIDIA CORPORATION
-$986.0K
269,769
-1%
增持
SBUX
STARBUCKS CORP
+$956.0K
36,954
+9%
减持
XLI
SELECT SECTOR SPDR TR
+$952.0K
90,713
-2%
增持
NUDM
NUSHARES ETF TR
+$947.0K
305,706
+2%
清仓
OMC
OMNICOM GROUP INC
-$933.0K
0
-100%
增持
IHDG
WISDOMTREE TR
+$907.0K
125,082
+19%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$897.0K
81,501
-4%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$889.0K
425,209
-3%
建仓
NET
CLOUDFLARE INC
+$880.0K
10,880
增持
DYNF
BLACKROCK ETF TRUST
+$852.0K
176,876
+5%
建仓
SFLO
VICTORY PORTFOLIOS II
+$850.0K
31,743
减持
SPDW
SPDR INDEX SHS FDS
-$847.0K
54,467
-34%
减持
PYLD
PIMCO ETF TR
-$844.0K
892,186
-7%
增持
HD
HOME DEPOT INC
+$817.0K
11,538
+3%
增持
NUSC
NUSHARES ETF TR
+$816.0K
165,819
+4%
减持
CVS
CVS HEALTH CORP
-$814.0K
14,164
-51%
增持
ICLO
POWERSHARES ACTIVELY MANAGED
+$777.0K
42,286
+254%
增持
UBER
UBER TECHNOLOGIES INC
+$764.0K
21,616
+82%
减持
HYMB
SPDR SER TR
-$749.0K
359,219
-10%
增持
ADI
ANALOG DEVICES INC
+$745.0K
13,635
+30%
建仓
AIG
AMERICAN INTL GROUP INC
+$742.0K
10,126
清仓
JD
JD.COM INC
-$741.0K
0
-100%
减持
IEMG
ISHARES INC
-$715.0K
43,482
-28%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$715.0K
12,110
增持
PFE
PFIZER INC
+$685.0K
54,956
+70%
减持
PM
PHILIP MORRIS INTL INC
+$678.0K
34,023
-0%
增持
SCHW
SCHWAB CHARLES CORP
-$674.0K
79,969
+1%
增持
IVW
ISHARES TR
+$665.0K
118,631
+3%
建仓
DEM
WISDOMTREE TR
+$644.0K
14,643
增持
IVE
ISHARES TR
+$626.0K
26,175
+5%
建仓
IPAY
AMPLIFY ETF TR
+$619.0K
11,841
减持
—
INVESTMENT MANAGERS SER TR II AXS CHANGE FINANCE ESG ETF
+$581.0K
252,821
-0%
清仓
IQSU
INDEXIQ ETF TR
-$572.0K
0
-100%
减持
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
+$571.0K
440,586
-6%
增持
IJR
ISHARES TR
+$569.0K
21,321
+18%
减持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL ETF
+$558.0K
146,361
-6%
减持
FXR
FIRST TR EXCHANGE TRADED FD
+$556.0K
100,388
-3%
减持
MA
MASTERCARD INCORPORATED
+$554.0K
12,819
-2%
建仓
HEZU
ISHARES TR
+$553.0K
15,039
建仓
—
ETFIS SER TR I
+$551.0K
19,024
增持
V
VISA INC
+$538.0K
34,963
+1%
减持
HDEF
DBX ETF TR
+$532.0K
494,511
-6%
建仓
MAIN
MAIN STR CAP CORP
+$507.0K
10,115
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$499.0K
40,217
-3%
增持
TCAF
T ROWE PRICE ETF INC
+$498.0K
64,182
+23%
增持
IWS
ISHARES TR
+$493.0K
13,265
+27%
增持
MSFT
MICROSOFT CORP
-$485.0K
73,571
+2%
减持
HDGE
ADVISORSHARES TR
-$482.0K
21,593
-50%
减持
IVV
ISHARES TR
+$479.0K
51,604
-4%
建仓
BLOK
AMPLIFY ETF TR
+$478.0K
12,744
增持
AVEM
AMERICAN CENTY ETF TR
+$477.0K
93,818
+3%
增持
EBAY
EBAY INC.
+$476.0K
40,677
+1%
减持
TLT
ISHARES TR
-$475.0K
27,679
-20%
减持
PSQ
PROSHARES TR
-$457.0K
15,384
-41%
减持
NUBD
NUSHARES ETF TR
-$449.0K
282,179
-10%
减持
FLAX
FRANKLIN TEMPLETON ETF TR
+$446.0K
238,283
-1%
减持
EVRG
EVERGY INC
+$440.0K
54,696
-2%
减持
AVIV
AMERICAN CENTY ETF TR
-$436.0K
108,239
-13%
增持
AMZN
AMAZON COM INC
-$436.0K
125,769
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$420.0K
136,602
-6%
增持
EFG
ISHARES TR
+$415.0K
72,594
+0%
建仓
YOU
CLEAR SECURE INC
+$410.0K
12,362
建仓
SPIB
SPDR SER TR
+$401.0K
11,906
建仓
SIVR
ABRDN SILVER ETF TRUST
+$382.0K
12,839
增持
IXJ
ISHARES TR
+$369.0K
22,414
+14%
减持
IQV
IQVIA HLDGS INC
+$366.0K
17,157
-2%
增持
DGRO
ISHARES TR
+$364.0K
42,858
+6%
建仓
TRDA
ENTRADA THERAPEUTICS INC
+$362.0K
22,624
增持
SGOL
ABRDN GOLD ETF TRUST
+$358.0K
89,270
+5%
增持
FDVV
FIDELITY COVINGTON TRUST
+$349.0K
85,709
+0%
增持
PYPL
PAYPAL HLDGS INC
+$348.0K
13,452
+11%
减持
OWNS
TIDAL TRUST III
-$347.0K
308,211
-10%
减持
—
UNILEVER PLC
+$343.0K
35,344
-0%
建仓
—
GLOBAL X FDS
+$342.0K
34,139
