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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 22
减持 72
清仓 39
方向
标的
Δ市值
现股数(环比)
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$21.9M
193,081
-63%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$20.2M
0
-100%
建仓
CRTC
DBX ETF TR
+$14.7M
491,542
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
NVDA
NVIDIA CORPORATION
-$9.5M
245,326
-9%
清仓
DYNF
BLACKROCK ETF TRUST
-$9.3M
0
-100%
减持
SPTL
SPDR SER TR
-$8.1M
83,460
-79%
减持
PULS
PGIM ETF TR
-$6.8M
28,286
-83%
减持
AAPL
APPLE INC
-$6.1M
186,611
-2%
清仓
BAR
GRANITESHARES GOLD TR
-$5.8M
0
-100%
减持
AMZN
AMAZON COM INC
-$5.7M
106,769
-10%
减持
SPY
SPDR S&P 500 ETF TR
-$5.5M
16,099
-35%
清仓
VOO
VANGUARD INDEX FDS
-$5.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$5.4M
69,495
-7%
减持
IVV
ISHARES TR
-$5.3M
45,433
-13%
减持
SNPE
DBX ETF TR
-$5.3M
369,597
-18%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$5.1M
206,977
减持
SPYM
SPDR SER TR
-$5.0M
309,524
-16%
减持
HTRB
HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
-$4.8M
815,047
-16%
清仓
SFLR
INNOVATOR ETFS TRUST
-$4.8M
0
-100%
清仓
QFLR
INNOVATOR ETFS TRUST
-$4.7M
0
-100%
减持
GOOGL
ALPHABET INC
-$4.5M
95,773
-6%
清仓
DBEF
DBX ETF TR
-$4.2M
0
-100%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$4.0M
412,633
+18%
清仓
KMX
CARMAX INC
-$3.8M
0
-100%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.6M
123,579
+776%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$3.6M
80,606
+508%
减持
TSLA
TESLA INC
-$3.5M
16,144
-15%
减持
EFG
ISHARES TR
-$3.4M
38,129
-49%
建仓
TLH
ISHARES TR
+$3.3M
32,232
建仓
ITA
ISHARES TR
+$3.1M
20,561
增持
OKE
ONEOK INC NEW
+$3.1M
81,916
+65%
建仓
OEF
ISHARES TR
+$3.0M
11,237
减持
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
-$3.0M
415,861
-12%
建仓
MTUM
ISHARES TR
+$2.9M
14,153
清仓
BINC
BLACKROCK ETF TRUST II
-$2.8M
0
-100%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.8M
361,285
+23%
减持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL ETF
-$2.8M
128,416
-13%
减持
IUSB
ISHARES TR
-$2.7M
411,575
-14%
减持
PAVE
GLOBAL X FDS
-$2.7M
249,926
-17%
建仓
CLIP
GLOBAL X FDS
+$2.5M
25,117
清仓
TLT
ISHARES TR
-$2.5M
0
-100%
减持
SLYG
SPDR SERIES TRUST S&P 600 SMCP GRW ETF
-$2.5M
120,879
-13%
清仓
XLK
SELECT SECTOR SPDR TR
-$2.5M
0
-100%
增持
IAU
ISHARES GOLD TR
+$2.5M
64,779
+140%
清仓
COR
CENCORA INC
-$2.4M
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.3M
30,701
-18%
减持
ORCL
ORACLE CORP
-$2.3M
44,038
-13%
增持
IHDG
WISDOMTREE TR
+$2.2M
267,055
+24%
减持
XLF
SELECT SECTOR SPDR TR
-$2.2M
329,579
-14%
减持
PYLD
PIMCO ETF TR
-$2.1M
893,481
-10%
减持
VTI
VANGUARD INDEX FDS
-$2.1M
25,626
-19%
增持
IVE
ISHARES TR
+$2.0M
37,219
+39%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$2.0M
96,896
-17%
减持
IEF
ISHARES TR
-$2.0M
248,238
-11%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.9M
303,011
+3%
减持
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
-$1.9M
385,202
-13%
减持
IJH
ISHARES TR
-$1.9M
40,425
-40%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.8M
0
-100%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$1.8M
33,295
-17%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.8M
759,359
+4%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$1.7M
160,351
-15%
减持
XLRE
SELECT SECTOR SPDR TR
-$1.7M
332,487
-14%
清仓
ARCC
ARES CAPITAL CORP
-$1.7M
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$1.7M
11,535
减持
JPST
JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
-$1.7M
223,267
-13%
减持
META
META PLATFORMS INC
-$1.6M
20,279
-11%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$1.6M
84,364
-15%
清仓
IFRA
ISHARES TR
-$1.6M
0
-100%
减持
GOOG
ALPHABET INC
-$1.5M
24,761
-13%
减持
IVW
ISHARES TR
-$1.5M
114,142
-4%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$1.5M
137,563
-15%
建仓
LRCX
LAM RESEARCH CORP
+$1.5M
20,498
清仓
SPDW
SPDR INDEX SHS FDS
-$1.5M
0
-100%
减持
MDYG
SPDR SERIES TRUST S&P 400 MDCP GRW ETF
-$1.5M
81,565
-11%
减持
RODM
LATTICE STRATEGIES TR
-$1.4M
693,418
-14%
减持
EFV
ISHARES TR
-$1.3M
103,260
-27%
清仓
MUB
ISHARES TR
-$1.3M
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$1.3M
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$1.3M
80,300
-10%
减持
IYW
ISHARES TR
-$1.3M
48,103
-4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.2M
67,168
+100%
减持
MBB
ISHARES TR
-$1.2M
50,812
-22%
减持
SPAB
SPDR SER TR
-$1.2M
411,363
-12%
减持
CRM
SALESFORCE INC
-$1.2M
15,336
-4%
减持
MDYV
SPDR SERIES TRUST S&P 400 MDCP VAL ETF
-$1.2M
88,705
-11%
清仓
NET
CLOUDFLARE INC
-$1.2M
0
-100%
减持
QUAL
ISHARES TR
-$1.2M
65,047
-6%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.1M
39,411
-34%
清仓
JMBS
JANUS DETROIT STR TR
-$1.1M
0
-100%
增持
USFR
WISDOMTREE TR
+$1.1M
148,779
+17%
增持
AVUV
AMERICAN CENTY ETF TR
-$1.1M
161,984
+3%
减持
HYMB
SPDR SER TR
-$1.1M
368,425
-9%
清仓
DUK
DUKE ENERGY CORP NEW
-$1.1M
0
-100%
减持
GOVT
ISHARES TR
-$1.1M
16,478
-74%
减持
—
INVESTMENT MANAGERS SER TR II AXS CHANGE FINANCE ESG ETF
-$1.1M
234,869
-8%
减持
SPSM
SPDR SER TR
-$1.1M
43,670
-31%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.0M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.0M
26,598
-4%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$1.0M
104,468
-14%
增持
HEFA
ISHARES TR
+$1.0M
37,474
+265%
减持
IEFA
ISHARES TR
-$974.7K
17,705
-46%
建仓
EMB
ISHARES TR
+$943.0K
10,409
减持
COIN
COINBASE GLOBAL INC
-$933.2K
11,791
-1%
清仓
OMC
OMNICOM GROUP INC
-$878.0K
0
-100%
增持
IEMG
ISHARES INC
+$869.9K
59,235
+33%
建仓
ANET
ARISTA NETWORKS INC
+$861.6K
11,120
清仓
NVO
NOVO-NORDISK A S
-$861.0K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$856.3K
119,855
-13%
减持
PM
PHILIP MORRIS INTL INC
+$855.3K
32,384
-9%
清仓
MU
MICRON TECHNOLOGY INC
-$854.0K
0
-100%
减持
NUSC
NUSHARES ETF TR
-$843.4K
169,995
-3%
清仓
AIG
AMERICAN INTL GROUP INC
-$842.0K
0
-100%
清仓
TAXF
AMERICAN CENTY ETF TR
-$839.0K
0
-100%
清仓
AUSF
GLOBAL X FDS
-$831.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
-$825.2K
19,662
+0%
清仓
SO
SOUTHERN CO
-$823.0K
0
-100%
建仓
DOCU
DOCUSIGN INC
+$815.6K
10,020
增持
DEM
WISDOMTREE TR
+$813.6K
109,187
+17%
建仓
NEE
NEXTERA ENERGY INC
+$808.9K
11,411
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$806.0K
0
-100%
减持
BAC
BANK AMERICA CORP
-$783.3K
95,489
-12%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$780.5K
313,075
-13%
清仓
LVHI
LEGG MASON ETF INVT
-$769.0K
0
-100%
清仓
EVRG
EVERGY INC
-$743.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$681.1K
34,437
-6%
减持
XLP
SELECT SECTOR SPDR TR
-$676.5K
80,245
-13%
清仓
WPC
WP CAREY INC
-$663.0K
0
-100%
清仓
CCJ
CAMECO CORP
-$658.0K
0
-100%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$657.1K
27,703
建仓
FENI
FIDELITY COVINGTON TRUST
+$626.6K
21,056
增持
COP
CONOCOPHILLIPS
+$621.4K
25,408
+23%
增持
INTC
INTEL CORP
+$613.9K
52,484
+82%
建仓
DJIA
GLOBAL X FDS
+$608.0K
27,550
清仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$608.0K
0
-100%
增持
AVUS
AMERICAN CENTY ETF TR
-$606.2K
373,629
+3%
减持
EMXC
ISHARES INC
-$605.3K
60,749
-15%
减持
FTEC
FIDELITY COVINGTON TRUST
-$603.4K
21,471
-2%
增持
TCAF
T ROWE PRICE ETF INC
+$594.7K
96,274
+27%
减持
AVIG
AMERICAN CENTY ETF TR
-$591.4K
30,794
-33%
减持
DEO
DIAGEO PLC
-$589.2K
18,388
-7%
减持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$553.3K
724,921
-7%
清仓
USB
US BANCORP DEL
-$553.0K
0
-100%
清仓
IGEB
ISHARES TR
-$539.0K
0
-100%
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$531.0K
0
-100%
减持
IQV
IQVIA HLDGS INC
-$519.5K
16,503
-5%
减持
HDEF
DBX ETF TR
-$514.3K
430,054
-14%
清仓
CHWY
CHEWY INC
-$514.0K
0
-100%
减持
IXJ
ISHARES TR
-$510.8K
16,241
-30%
建仓
BSEP
INNOVATOR ETFS TRUST
+$509.1K
12,186
增持
SGOL
ABRDN GOLD ETF TRUST
+$506.8K
92,516
+3%
