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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 28
增持 43
减持 52
清仓 27
方向
标的
Δ市值
现股数(环比)
建仓
IWF
ISHARES TR
+$32.3M
68,879
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$24.1M
90,006
-76%
增持
V
VISA INC
+$18.6M
89,142
+167%
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
-$15.8M
244,831
-56%
增持
NVDA
NVIDIA CORPORATION
+$14.5M
317,487
+12%
增持
TSLA
TESLA INC
+$10.6M
36,494
+107%
增持
MA
MASTERCARD INCORPORATED
+$9.8M
31,166
+122%
减持
AAPL
APPLE INC
+$6.6M
177,401
-6%
减持
GOOGL
ALPHABET INC
+$6.1M
94,766
-2%
增持
META
META PLATFORMS INC
+$6.0M
29,399
+39%
减持
NUSC
NUSHARES ETF TR
-$5.6M
42,991
-77%
减持
NUDM
NUSHARES ETF TR
-$5.2M
68,338
-69%
清仓
COIN
COINBASE GLOBAL INC
-$4.1M
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$4.0M
0
-100%
减持
HYMB
SPDR SER TR
-$4.0M
387,468
-30%
减持
FRDM
EA SER
-$3.9M
70,059
-60%
减持
NUBD
NUSHARES ETF TR
-$3.8M
197,032
-47%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$3.8M
25,491
-81%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.6M
411,910
+1%
减持
FLQM
FRANKLIN TEMPLETON ETF TR
-$3.6M
29,828
-69%
减持
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
-$3.6M
253,170
-23%
建仓
SHOP
SHOPIFY INC
+$3.3M
22,492
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.2M
454,623
+6%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$3.1M
156,979
-24%
减持
NULG
NUSHARES ETF TR
-$2.9M
15,221
-67%
清仓
GRID
FIRST TR EXCHANGE TRADED FD
-$2.8M
0
-100%
减持
PYLD
PIMCO ETF TR
-$2.5M
1,103,294
-9%
增持
IVV
ISHARES TR
+$2.5M
50,980
+0%
清仓
IEF
ISHARES TR
-$2.4M
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$2.4M
0
-100%
增持
BIL
SPDR SER TR
+$2.4M
157,268
+20%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.4M
123,910
+15%
减持
PWRD
TCW ETF TRUST
-$2.3M
122,865
-23%
清仓
OWNS
TIDAL TRUST III
-$2.2M
0
-100%
减持
VGSR
MANAGER DIRECTED PORTFOLIOS
-$2.2M
143,086
-60%
清仓
—
MANAGED PORTFOLIO SERIES
-$2.2M
0
-100%
增持
ETHA
ISHARES ETHEREUM TR
+$2.2M
90,032
+164%
增持
IEFA
ISHARES TR
+$2.1M
188,788
+10%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.0M
136,078
-23%
增持
TCAF
T ROWE PRICE ETF INC
+$2.0M
174,267
+35%
清仓
OKLO
OKLO INC
-$2.0M
0
-100%
增持
WINN
HARBOR ETF TRUST
+$2.0M
113,643
+118%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.0M
324,371
+2%
增持
GOOG
ALPHABET INC
+$2.0M
25,751
+7%
建仓
MUB
ISHARES TR
+$2.0M
18,406
建仓
BDX
BECTON DICKINSON & CO
+$1.9M
10,057
增持
SMLF
ISHARES TR
+$1.9M
138,267
+12%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.8M
186,775
+1%
减持
JPST
JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
-$1.8M
254,352
-12%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.7M
502,564
+3%
清仓
IWS
ISHARES TR
-$1.6M
0
-100%
减持
RODM
LATTICE STRATEGIES TR
-$1.5M
608,422
-10%
减持
PG
PROCTER AND GAMBLE CO
-$1.5M
21,973
-28%
减持
ETHO
AMPLIFY ETF TR
-$1.5M
12,150
-69%
增持
INTC
INTEL CORP
+$1.5M
92,604
+28%
建仓
BDYN
BLACKROCK ETF TRUST
+$1.5M
57,897
减持
PM
PHILIP MORRIS INTL INC
-$1.5M
27,801
-15%
增持
CRTC
DBX ETF TR
+$1.4M
542,202
+1%
建仓
CRWV
COREWEAVE INC
+$1.4M
10,251
增持
AMZN
AMAZON COM INC
+$1.4M
114,939
+6%
建仓
NLR
VANECK ETF TRUST
+$1.4M
10,087
建仓
SHYM
BLACKROCK ETF TRUST II
+$1.4M
61,126
清仓
EMR
EMERSON ELEC CO
-$1.4M
0
-100%
建仓
QBTS
D-WAVE QUANTUM INC
+$1.3M
53,221
清仓
NUMG
NUSHARES ETF TR
-$1.3M
0
-100%
建仓
SHLD
GLOBAL X FDS
+$1.3M
18,011
减持
IVW
ISHARES TR
+$1.3M
118,928
-0%
增持
SPYG
SPDR SER TR
+$1.3M
59,641
+14%
清仓
CHGX
EA SERIES TRUST
-$1.3M
0
-100%
增持
FENI
FIDELITY COVINGTON TRUST
+$1.2M
54,674
+150%
建仓
BDVL
BLACKROCK ETF TRUST
+$1.2M
46,826
清仓
BBUS
J P MORGAN EXCHANGE TRADED F
-$1.2M
0
-100%
增持
AGG
ISHARES TR
+$1.2M
68,863
+19%
建仓
ONEQ
FIDELITY COMWLTH TR
+$1.1M
12,805
清仓
INDA
ISHARES TR
-$1.1M
0
-100%
清仓
BBHY
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
减持
PFE
PFIZER INC
-$1.1M
56,026
-47%
建仓
AUSF
GLOBAL X FDS
+$1.1M
23,969
增持
IYW
ISHARES TR
+$1.1M
47,766
+0%
建仓
WTV
WISDOMTREE TR
+$1.1M
12,026
建仓
SMCI
SUPER MICRO COMPUTER INC
+$1.1M
22,292
清仓
PYPL
PAYPAL HLDGS INC
-$1.1M
0
-100%
建仓
FEOE
RBB FUND TRUST
+$1.0M
22,448
减持
SPYM
SPDR SER TR
-$1.0M
310,652
-11%
减持
EBAY
EBAY INC.
-$1.0M
17,341
-50%
减持
QQQ
INVESCO QQQ TR
+$1.0M
22,069
-1%
减持
HDEF
DBX ETF TR
-$993.5K
380,757
-10%
增持
AVEM
AMERICAN CENTY ETF TR
+$983.8K
115,857
+3%
清仓
IXJ
ISHARES TR
-$954.8K
0
-100%
清仓
JMUB
J P MORGAN EXCHANGE TRADED
-$948.7K
0
-100%
减持
IEI
ISHARES TR
-$947.2K
118,681
-7%
建仓
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$941.9K
41,112
建仓
JSI
JANUS DETROIT STR TR
+$935.4K
17,895
建仓
MAS
MASCO CORP
+$934.6K
13,278
增持
DYNF
BLACKROCK ETF TRUST
+$917.1K
179,225
+1%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$894.8K
0
-100%
增持
DEM
WISDOMTREE TR
+$890.5K
176,564
+11%
增持
AVLV
AMERICAN CENTY ETF TR
+$889.6K
151,215
+3%
增持
ITA
ISHARES TR
+$886.1K
22,193
+11%
减持
NUMV
NUSHARES ETF TR
-$858.6K
11,083
-69%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$844.3K
15,589
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$843.2K
18,697
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$813.4K
0
-100%
减持
SNY
SANOFI
-$813.2K
26,324
-38%
增持
WMT
WALMART INC
+$770.6K
94,013
+3%
清仓
NEE
NEXTERA ENERGY INC
-$767.3K
0
-100%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$754.5K
299,608
-9%
减持
OKE
ONEOK INC NEW
-$722.7K
73,039
-1%
增持
TOTL
SSGA ACTIVE ETF TR
+$712.0K
647,181
+2%
建仓
TBLU
TORTOISE CAPITAL SERIES TRUS
+$688.9K
12,929
增持
IAU
ISHARES GOLD TR
+$673.6K
63,913
+0%
减持
FSK
FS KKR CAP CORP
-$661.4K
84,465
-9%
建仓
OPFI
OPPFI INC
+$643.2K
56,773
建仓
LQDA
LIQUIDIA CORPORATION
+$624.3K
27,454
建仓
AVMU
AMERICAN CENTY ETF TR
+$619.9K
13,593
减持
XLRE
SELECT SECTOR SPDR TR
-$615.5K
188,199
-9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$605.5K
36,763
+54%
清仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$594.3K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$592.7K
13,790
-1%
减持
ORCL
ORACLE CORP
-$589.8K
27,988
-28%
建仓
BEAM
BEAM THERAPEUTICS INC
+$586.4K
24,162
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$585.6K
24,237
-25%
增持
XLY
SELECT SECTOR SPDR TR
+$585.3K
22,165
+2%
减持
DIS
DISNEY WALT CO
-$578.2K
33,544
-6%
清仓
CHWY
CHEWY INC
-$570.0K
0
-100%
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$554.2K
14,855
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$551.1K
25,641
-11%
减持
XLF
SELECT SECTOR SPDR TR
-$547.6K
139,194
-9%
增持
IVE
ISHARES TR
+$545.8K
38,866
+2%
减持
SCHW
SCHWAB CHARLES CORP
-$542.0K
84,096
-10%
增持
FNDF
SCHWAB STRATEGIC TR
+$541.8K
32,153
+53%
减持
JPM
JPMORGAN CHASE
+$540.5K
30,758
-3%
清仓
PAVE
GLOBAL X FDS
-$539.0K
0
-100%
减持
QQXT
FIRST TR EXCHANGE-TRADED FD
-$531.1K
57,456
-9%
增持
SGOL
ABRDN GOLD ETF TRUST
+$530.6K
94,991
+1%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$528.0K
10,262
减持
SLYG
SPDR SERIES TRUST S&P 600 SMCP GRW ETF
-$513.2K
118,205
-10%
清仓
SPTS
SPDR SERIES TRUST
-$511.1K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$509.7K
0
-100%
增持
EFV
ISHARES TR
+$507.2K
106,238
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$500.3K
20,836
-4%
清仓
ENB
ENBRIDGE INC
-$488.6K
0
-100%
减持
ANET
ARISTA NETWORKS INC
+$475.3K
11,070
-0%
减持
XLK
SELECT SECTOR SPDR TR
+$473.7K
33,684
-5%
增持
IUSB
ISHARES TR
+$457.5K
428,724
+1%
减持
IQV
IQVIA HLDGS INC
+$450.7K
16,535
-3%
减持
XLI
SELECT SECTOR SPDR TR
-$450.7K
51,098
-10%
减持
MSFT
MICROSOFT CORP
+$445.6K
66,180
-3%
增持
MTUM
ISHARES TR
+$444.9K
15,066
+6%
增持
IBLC
ISHARES TR
+$432.3K
23,897
+5%
