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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 57
增持 86
减持 4
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$64.9M
1,112,501
+258%
增持
PYLD
PIMCO ETF TR
+$63.4M
3,486,174
+216%
增持
NVDA
NVIDIA CORPORATION
+$52.6M
599,907
+89%
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。
增持
SNPE
DBX ETF TR
+$45.4M
961,706
+293%
增持
HTRB
HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
+$43.2M
1,864,039
+212%
增持
AAPL
APPLE INC
+$42.1M
320,990
+81%
增持
RODM
LATTICE STRATEGIES TR
+$41.2M
1,698,855
+179%
增持
CRTC
DBX ETF TR
+$40.8M
1,652,483
+205%
增持
SPY
SPDR S&P 500 ETF TR
+$39.5M
78,296
+276%
增持
AMZN
AMAZON COM INC
+$37.2M
270,509
+135%
增持
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
+$32.1M
864,545
+241%
增持
HDEF
DBX ETF TR
+$30.4M
1,341,902
+252%
增持
GOOGL
ALPHABET INC
+$30.2M
170,012
+79%
增持
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
+$30.0M
990,493
+184%
增持
IEI
ISHARES TR
+$28.9M
360,984
+204%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$27.5M
98,818
+124%
增持
SLYG
SPDR SERIES TRUST S&P 600 SMCP GRW ETF
+$26.5M
399,852
+238%
增持
HYMB
SPDR SER TR
+$26.5M
1,449,293
+274%
增持
MSFT
MICROSOFT CORP
+$26.0M
124,545
+88%
增持
PWRD
TCW ETF TRUST
+$22.6M
359,839
+193%
增持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL ETF
+$22.0M
370,199
+181%
增持
JPST
JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
+$21.6M
682,190
+168%
增持
XLF
SELECT SECTOR SPDR TR
+$21.6M
531,245
+282%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$19.3M
834,521
+179%
建仓
NFLX
NETFLIX INC
+$19.0M
202,693
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$18.5M
627,859
+176%
增持
MDYG
SPDR SERIES TRUST S&P 400 MDCP GRW ETF
+$18.5M
276,185
+258%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$18.4M
502,877
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$18.2M
493,050
+262%
建仓
APP
APPLOVIN CORP
+$18.0M
26,726
增持
XLK
SELECT SECTOR SPDR TR
+$17.8M
189,913
+464%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$17.2M
96,749
建仓
MISL
FIRST TR EXCHANGE-TRADED FD
+$17.2M
401,695
增持
BIL
SPDR SER TR
+$16.6M
340,044
+116%
建仓
FTXL
FIRST TR EXCHANGE TRADED FD
+$16.5M
127,535
建仓
AVGO
BROADCOM INC
+$15.9M
45,882
增持
TSLA
TESLA INC
+$14.9M
69,198
+90%
增持
META
META PLATFORMS INC
+$14.4M
54,594
+86%
增持
JPM
JPMORGAN CHASE
+$14.4M
74,791
+143%
增持
IVV
ISHARES TR
+$13.5M
69,557
+36%
增持
MDYV
SPDR SERIES TRUST S&P 400 MDCP VAL ETF
+$13.4M
240,820
+188%
增持
XLI
SELECT SECTOR SPDR TR
+$13.1M
135,082
+164%
建仓
VOO
VANGUARD INDEX FDS
+$12.4M
19,779
增持
USFR
WISDOMTREE TR
+$12.4M
374,116
+192%
增持
NUBD
NUSHARES ETF TR
+$12.2M
744,182
+278%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$12.1M
71,467
+179%
增持
XLU
SELECT SECTOR SPDR TR
+$11.9M
441,768
+454%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$11.6M
294,887
+181%
增持
SCHW
SCHWAB CHARLES CORP
+$11.3M
193,393
+130%
增持
NUDM
NUSHARES ETF TR
+$10.8M
369,133
+440%
增持
XLRE
SELECT SECTOR SPDR TR
+$10.7M
460,873
+145%
增持
AVEM
AMERICAN CENTY ETF TR
+$10.6M
250,258
+116%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$10.5M
371,681
+173%
增持
FRDM
EA SER
+$10.1M
257,239
+267%
建仓
EDIV
SPDR INDEX SHS FDS
+$9.4M
240,960
建仓
COST
COSTCO WHSL CORP NEW
+$9.1M
10,586
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$8.6M
18,386
增持
GOOG
ALPHABET INC
+$8.4M
46,914
+82%
建仓
COR
CENCORA INC
+$8.4M
25,015
增持
IYW
ISHARES TR
+$8.3M
88,669
+86%
增持
HYLB
DBX ETF TR
+$8.2M
248,675
+866%
建仓
GLD
SPDR GOLD TR
+$8.2M
20,628
增持
SHOP
SHOPIFY INC
+$8.1M
71,149
+216%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$8.0M
48,654
+101%
增持
NUSC
NUSHARES ETF TR
+$8.0M
221,614
+415%
增持
SPHY
SPDR HIGH
+$8.0M
397,708
+573%
增持
XLY
SELECT SECTOR SPDR TR
+$7.8M
109,621
+395%
增持
ANGL
VANECK ETF TRUST
+$7.7M
296,532
+814%
建仓
CAT
CATERPILLAR INC
+$7.7M
13,380
建仓
KWEB
KRANESHARES TRUST
+$7.5M
220,051
建仓
HOOD
ROBINHOOD MKTS INC
+$7.2M
63,610
建仓
PAVE
GLOBAL X FDS
+$6.9M
145,005
增持
AMAT
APPLIED MATLS INC
+$6.9M
42,692
+115%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$6.9M
47,142
减持
DEM
WISDOMTREE TR
-$6.8M
27,348
-85%
增持
QQQ
INVESCO QQQ TR
+$6.8M
32,615
+48%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$6.8M
325,841
+148%
建仓
SE
SEA LTD
+$6.8M
53,058
建仓
CCJ
CAMECO CORP
+$6.6M
72,650
增持
ORCL
ORACLE CORP
+$6.6M
74,355
+166%
建仓
ADI
ANALOG DEVICES INC
+$6.6M
24,317
增持
UBER
UBER TECHNOLOGIES INC
+$6.2M
100,631
+385%
增持
PM
PHILIP MORRIS INTL INC
+$6.2M
66,615
+140%
建仓
VRT
VERTIV HOLDINGS CO
+$6.2M
38,043
建仓
UL
UNILEVER PLC
+$6.1M
93,470
增持
WFC
WELLS FARGO CO NEW
+$6.0M
98,227
+158%
建仓
VEEV
VEEVA SYS INC
+$5.9M
26,442
建仓
TOST
TOAST INC
+$5.9M
165,435
建仓
GD
GENERAL DYNAMICS CORP
+$5.9M
17,427
建仓
BBHY
J P MORGAN EXCHANGE TRADED F
+$5.9M
126,113
增持
OEF
ISHARES TR
+$5.9M
28,344
+144%
增持
V
VISA INC
+$5.9M
103,474
+16%
增持
EMNT
PIMCO ETF TR
+$5.8M
82,390
+250%
增持
AGG
ISHARES TR
+$5.7M
126,189
+83%
清仓
QQXT
FIRST TR EXCHANGE-TRADED FD
-$5.7M
0
-100%
增持
NULG
NUSHARES ETF TR
+$5.6M
73,221
+381%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$5.6M
36,612
建仓
RKT
ROCKET COS INC
+$5.6M
287,921
增持
WMT
WALMART INC
+$5.5M
136,678
+45%
增持
MA
MASTERCARD INCORPORATED
+$5.5M
40,740
+31%
建仓
IWM
ISHARES TR
+$5.5M
22,297
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$5.4M
14,029
-94%
增持
IEMG
ISHARES INC
+$5.4M
140,987
+126%
增持
—
EXXON MOBIL CORP
+$5.3M
88,800
+87%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$5.3M
10,500
-87%
增持
CRM
SALESFORCE INC
+$5.3M
37,904
+89%
增持
IEFA
ISHARES TR
+$5.2M
242,005
+28%
建仓
ADSK
AUTODESK INC
+$5.1M
17,370
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$5.0M
17,560
增持
MU
MICRON TECHNOLOGY INC
+$5.0M
25,604
+86%
增持
JNJ
JOHNSON & JOHNSON
+$4.9M
34,389
+188%
减持
XLV
SELECT SECTOR SPDR TR
-$4.9M
10,682
-77%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$4.7M
107,819
+250%
增持
CSCO
CISCO SYS INC.
+$4.6M
107,306
+102%
建仓
THRO
BLACKROCK ETF TRUST
+$4.6M
119,067
建仓
BAI
BLACKROCK ETF TRUST
+$4.6M
137,297
建仓
APH
AMPHENOL CORP NEW
+$4.5M
33,617
建仓
BKR
BAKER HUGHES COMPANY
+$4.4M
97,377
增持
IQV
IQVIA HLDGS INC
+$4.4M
33,582
+103%
增持
SPSM
SPDR SER TR
+$4.4M
127,960
+272%
建仓
TMFC
RBB FD INC
+$4.4M
61,112
清仓
EFG
ISHARES TR
-$4.4M
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$4.4M
19,815
增持
MINT
PIMCO ETF TR
+$4.3M
55,285
+331%
建仓
CLS
CELESTICA INC
+$4.2M
14,203
建仓
D
DOMINION ENERGY INC
+$4.2M
71,482
建仓
NOW
SERVICENOW INC
+$4.2M
27,268
建仓
NEM
NEWMONT CORP
+$4.2M
41,770
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.1M
70,273
增持
VGSR
MANAGER DIRECTED PORTFOLIOS
+$4.0M
533,474
+273%
清仓
EMXC
ISHARES INC
-$4.0M
0
-100%
增持
—
MEDTRONIC PLC
+$3.9M
67,780
+150%
建仓
ABBV
ABBVIE INC
+$3.9M
17,087
建仓
BIV
VANGUARD BD INDEX FDS
+$3.9M
49,452
建仓
CEG
CONSTELLATION ENERGY CORP
+$3.8M
10,838
建仓
BITW
BITWISE 10 CRYPTO INDEX ETF
+$3.8M
64,960
建仓
—
CHECK POINT SOFTWARE TECH LT
+$3.7M
20,199
增持
PANW
PALO ALTO NETWORKS INC
+$3.7M
33,816
+174%
建仓
ITW
ILLINOIS TOOL WKS INC
+$3.7M
14,959
建仓
GE
GE AEROSPACE
+$3.4M
10,992
增持
DIS
DISNEY WALT CO
+$3.4M
63,401
+89%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$3.4M
11,347
增持
QCOM
QUALCOMM INC
+$3.4M
36,054
+113%
建仓
—
ASTRAZENECA PLC
+$3.3M
35,883
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$3.3M
45,913
建仓
IAGG
ISHARES TR
+$3.3M
65,540
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$3.3M
10,450
建仓
FTNT
FORTINET INC
+$3.3M
41,009
增持
ETHO
AMPLIFY ETF TR
+$3.2M
61,192
+404%
建仓
APD
AIR PRODS & CHEMS INC
+$3.2M
12,963
