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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 47
增持 63
减持 25
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$22.2M
45,766
减持
IEF
ISHARES TR
-$21.2M
25,496
-90%
增持
NVDA
NVIDIA CORPORATION
+$18.1M
282,849
+15%
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。
建仓
IEI
ISHARES TR
+$15.1M
127,054
建仓
PWRD
TCW ETF TRUST
+$14.3M
158,689
增持
IEFA
ISHARES TR
+$13.0M
172,176
+872%
增持
SNPE
DBX ETF TR
+$11.8M
551,286
+49%
清仓
IHDG
WISDOMTREE TR
-$11.6M
0
-100%
减持
SPAB
SPDR SER TR
-$9.9M
22,921
-94%
建仓
DYNF
BLACKROCK ETF TRUST
+$9.7M
177,981
建仓
XLK
SELECT SECTOR SPDR TR
+$9.0M
35,622
减持
PAVE
GLOBAL X FDS
-$8.9M
12,367
-95%
清仓
—
INVESTMENT MANAGERS SER TR II AXS CHANGE FINANCE ESG ETF
-$8.6M
0
-100%
增持
PYLD
PIMCO ETF TR
+$8.6M
1,210,832
+36%
减持
XLF
SELECT SECTOR SPDR TR
-$8.4M
153,636
-53%
清仓
JQUA
J P MORGAN EXCHANGE TRADED F
-$7.8M
0
-100%
减持
MSFT
MICROSOFT CORP
+$7.7M
68,017
-2%
建仓
XLU
SELECT SECTOR SPDR TR
+$7.1M
86,812
建仓
XLV
SELECT SECTOR SPDR TR
+$7.0M
51,665
减持
HTRB
HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
-$6.8M
614,209
-25%
增持
AVUS
AMERICAN CENTY ETF TR
+$6.7M
408,323
+9%
清仓
XLP
SELECT SECTOR SPDR TR
-$6.6M
0
-100%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$6.3M
147,893
建仓
QQXT
FIRST TR EXCHANGE-TRADED FD
+$6.2M
62,909
增持
IVV
ISHARES TR
+$6.1M
50,972
+12%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$5.9M
378,412
+5%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$5.8M
0
-100%
建仓
AGG
ISHARES TR
+$5.7M
57,958
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$5.6M
0
-100%
清仓
ZROZ
PIMCO ETF TR
-$5.5M
0
-100%
减持
XLRE
SELECT SECTOR SPDR TR
-$5.4M
206,283
-38%
减持
TOTL
SSGA ACTIVE ETF TR
-$5.1M
636,851
-16%
增持
SPYM
SPDR SER TR
+$5.0M
349,028
+13%
建仓
XLY
SELECT SECTOR SPDR TR
+$4.7M
21,747
减持
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
-$4.6M
327,476
-21%
增持
SPY
SPDR S&P 500 ETF TR
+$4.4M
21,657
+35%
增持
HYMB
SPDR SER TR
+$4.3M
549,661
+49%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$4.3M
254,551
+59%
建仓
ELV
ELEVANCE HEALTH INC
+$4.0M
10,276
增持
META
META PLATFORMS INC
+$3.9M
21,142
+4%
增持
BIL
SPDR SER TR
+$3.9M
131,297
+48%
减持
OWNS
TIDAL TRUST III
-$3.6M
130,926
-62%
减持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$3.6M
356,080
-51%
增持
CRTC
DBX ETF TR
+$3.6M
538,186
+9%
增持
AMZN
AMAZON COM INC
+$3.5M
108,697
+2%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.5M
318,824
+5%
增持
JPST
JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
+$3.4M
289,604
+30%
清仓
CVLC
MORGAN STANLEY ETF TRUST
-$3.3M
0
-100%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$3.1M
72,790
增持
SPYG
SPDR SER TR
+$3.0M
52,163
+116%
增持
QQQ
INVESCO QQQ TR
+$3.0M
22,198
+13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.9M
32,472
+22%
增持
AAPL
APPLE INC
-$2.9M
187,854
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.9M
176,462
+47%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$2.9M
0
-100%
建仓
BINC
BLACKROCK ETF TRUST II
+$2.8M
53,917
建仓
BOND
PIMCO ETF TR
+$2.7M
29,579
增持
AVUV
AMERICAN CENTY ETF TR
+$2.7M
184,167
+14%
增持
DEM
WISDOMTREE TR
+$2.6M
159,634
+46%
清仓
CLIP
GLOBAL X FDS
-$2.5M
0
-100%
增持
IVW
ISHARES TR
+$2.5M
118,929
+4%
减持
NUDM
NUSHARES ETF TR
-$2.4M
219,479
-31%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.3M
487,190
+8%
建仓
ARCC
ARES CAPITAL CORP
+$2.3M
106,756
建仓
EMNT
PIMCO ETF TR
+$2.3M
23,600
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.3M
129,731
+113%
减持
ORCL
ORACLE CORP
+$2.3M
38,701
-12%
增持
BND
VANGUARD BD INDEX FDS
+$2.3M
42,712
+270%
增持
SCHW
SCHWAB CHARLES CORP
+$2.3M
93,935
+17%
增持
AMAT
APPLIED MATLS INC
+$2.2M
21,186
+84%
减持
XLI
SELECT SECTOR SPDR TR
-$2.2M
56,476
-30%
增持
GOOGL
ALPHABET INC
+$2.2M
96,332
+1%
减持
COIN
COINBASE GLOBAL INC
+$2.1M
11,787
-0%
减持
OKE
ONEOK INC NEW
-$2.1M
74,144
-9%
建仓
OKLO
OKLO INC
+$2.0M
36,236
建仓
FAD
FIRST TR EXCHANGE-TRADED ALP
+$2.0M
13,668
建仓
JNJ
JOHNSON & JOHNSON
+$2.0M
12,965
建仓
ABNB
AIRBNB INC
+$1.9M
14,594
清仓
DEO
DIAGEO PLC
-$1.9M
0
-100%
建仓
HSBC
HSBC HLDGS PLC
+$1.9M
31,473
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.9M
429,236
+4%
增持
NULG
NUSHARES ETF TR
+$1.9M
46,690
+45%
建仓
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$1.8M
77,700
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.8M
205,459
+6%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.8M
61,216
建仓
MU
MICRON TECHNOLOGY INC
+$1.7M
13,913
减持
FLAX
FRANKLIN TEMPLETON ETF TR
-$1.7M
35,322
-69%
建仓
CVX
CHEVRON CORP NEW
+$1.7M
11,864
减持
RODM
LATTICE STRATEGIES TR
+$1.6M
678,158
-2%
增持
SLYG
SPDR SERIES TRUST S&P 600 SMCP GRW ETF
+$1.6M
131,392
+9%
增持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL ETF
+$1.6M
146,171
+14%
建仓
DUK
DUKE ENERGY CORP NEW
+$1.6M
13,234
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.6M
108,182
+9%
建仓
WINN
HARBOR ETF TRUST
+$1.5M
52,100
增持
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
+$1.5M
390,240
+1%
减持
IYW
ISHARES TR
+$1.5M
47,579
-1%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$1.5M
328,572
+5%
增持
TCAF
T ROWE PRICE ETF INC
+$1.4M
128,687
+34%
增持
TSLA
TESLA INC
+$1.4M
17,648
+9%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.4M
112,609
+8%
增持
QUAL
ISHARES TR
+$1.4M
68,458
+5%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$1.4M
0
-100%
建仓
EMR
EMERSON ELEC CO
+$1.4M
10,169
减持
JPM
JPMORGAN CHASE
+$1.3M
31,601
-1%
增持
NUBD
NUSHARES ETF TR
+$1.3M
369,935
+18%
增持
CSCO
CISCO SYS INC.
+$1.3M
56,311
+32%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.3M
114,681
+71%
建仓
CHGX
EA SERIES TRUST
+$1.3M
48,241
建仓
EUAD
SPINNAKER ETF SERIES
+$1.3M
29,000
建仓
SPMD
SPDR SERIES TRUST
+$1.2M
21,836
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$1.2M
20,048
+41%
建仓
JAAA
JANUS DETROIT STR TR
+$1.2M
23,022
增持
SPTM
SPDR SER TR
+$1.2M
31,619
+79%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.2M
15,070
建仓
VXUS
VANGUARD STAR FDS
+$1.1M
16,120
建仓
JNK
SPDR SERIES TRUST
+$1.1M
11,332
建仓
SO
SOUTHERN CO
+$1.1M
11,986
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.1M
23,921
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
49,511
+111%
增持
WMT
WALMART INC
+$1.1M
91,209
+2%
增持
DIS
DISNEY WALT CO
+$1.0M
35,635
+3%
建仓
IETC
ISHARES U S ETF TR
+$1.0M
10,736
增持
NUSC
NUSHARES ETF TR
+$1.0M
184,566
+9%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.0M
97,090
+20%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$980.7K
116,260
+11%
增持
CRM
SALESFORCE INC
+$943.0K
18,550
+21%
增持
MDYG
SPDR SERIES TRUST S&P 400 MDCP GRW ETF
+$936.7K
85,390
+5%
增持
SMLF
ISHARES TR
+$926.2K
123,891
+3%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$906.4K
28,688
-7%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$894.8K
13,311
增持
MA
MASTERCARD INCORPORATED
+$871.1K
14,067
+10%
减持
USFR
WISDOMTREE TR
-$857.4K
131,797
-11%
清仓
CPNG
COUPANG INC
-$853.5K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$842.5K
15,004
增持
PM
PHILIP MORRIS INTL INC
+$831.1K
32,786
+1%
建仓
EVRG
EVERGY INC
+$778.9K
11,300
清仓
EAGG
ISHARES TR
-$775.9K
0
-100%
减持
FRDM
EA SER
-$771.7K
174,390
-22%
建仓
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$754.7K
12,090
增持
FNDX
SCHWAB STRATEGIC TR
+$752.1K
52,026
+134%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$738.9K
10,863
增持
SPTL
SPDR SER TR
+$732.6K
113,159
+36%
增持
ETHO
AMPLIFY ETF TR
+$726.8K
38,997
+39%
建仓
—
TOTALENERGIES SE
+$725.8K
11,823
减持
PEP
PEPSICO INC
-$710.6K
17,026
-14%
减持
VTI
VANGUARD INDEX FDS
+$704.2K
25,490
-1%
建仓
SPYI
NEOS ETF TRUST
+$699.7K
13,905
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$657.1K
0
-100%
建仓
FLOT
ISHARES TR
+$649.6K
12,732
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$638.5K
135,445
+10%
