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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 30
增持 59
减持 48
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
HTRB
HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
-$50.7M
385,079
-79%
建仓
TMB
THORNBURG ETF TR
+$44.3M
1,738,123
建仓
MFSB
MFS ACTIVE EXCHANGE TRADED F
+$42.1M
1,691,285
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
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$38.0M
1,867,814
减持
SPY
SPDR S&P 500 ETF TR
-$35.0M
28,280
-64%
减持
IEI
ISHARES TR
-$30.2M
108,266
-70%
减持
IVV
ISHARES TR
-$15.4M
49,286
-29%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$15.1M
32,288
-91%
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$14.9M
74,342
建仓
CLIP
GLOBAL X FDS
+$14.6M
145,651
减持
NVDA
NVIDIA CORPORATION
-$14.5M
558,514
-7%
增持
USFR
WISDOMTREE TR
+$12.2M
616,330
+65%
减持
JPST
JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
-$11.7M
451,530
-34%
增持
MSFT
MICROSOFT CORP
-$10.3M
134,980
+8%
减持
XLF
SELECT SECTOR SPDR TR
-$8.0M
427,308
-20%
清仓
KWEB
KRANESHARES TRUST
-$7.5M
0
-100%
增持
APP
APPLOVIN CORP
-$7.0M
27,549
+3%
建仓
FXZ
FIRST TR EXCHANGE-TRADED FD
+$7.0M
91,310
清仓
SE
SEA LTD
-$6.8M
0
-100%
减持
AAPL
APPLE INC
-$6.7M
317,290
-1%
建仓
DOW
DOW HLDGS INC
+$6.3M
151,619
减持
V
VISA INC
-$6.0M
100,071
-3%
清仓
VEEV
VEEVA SYS INC
-$5.9M
0
-100%
清仓
TOST
TOAST INC
-$5.9M
0
-100%
减持
TSLA
TESLA INC
-$5.6M
68,623
-1%
增持
RODM
LATTICE STRATEGIES TR
+$5.5M
1,733,916
+2%
建仓
—
ASTRAZENECA PLC
+$5.1M
25,758
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$5.0M
86,428
+583%
增持
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
+$4.9M
962,779
+11%
建仓
AVSC
AMERICAN CENTY ETF TR
+$4.8M
77,289
增持
HYMB
SPDR SER TR
+$4.7M
1,645,639
+14%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$4.6M
296,610
增持
—
EXXON MOBIL CORP
+$4.6M
89,905
+1%
减持
AGG
ISHARES TR
-$4.4M
82,507
-35%
减持
CRM
SALESFORCE INC
-$4.4M
30,462
-20%
增持
GRNY
TIDAL TRUST I
+$4.3M
300,430
+162%
增持
SLYG
SPDR SERIES TRUST S&P 600 SMCP GRW ETF
+$4.2M
433,708
+8%
减持
QUAL
ISHARES TR
-$4.1M
32,153
-38%
建仓
AMGN
AMGEN INC
+$4.1M
11,714
增持
AMAT
APPLIED MATLS INC
+$4.0M
43,669
+2%
增持
VRT
VERTIV HOLDINGS CO
+$3.9M
40,314
+6%
减持
PYLD
PIMCO ETF TR
-$3.9M
3,400,247
-2%
减持
IYW
ISHARES TR
-$3.8M
76,703
-13%
增持
MDYG
SPDR SERIES TRUST S&P 400 MDCP GRW ETF
+$3.8M
305,480
+11%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.7M
54,780
+13%
清仓
ITW
ILLINOIS TOOL WKS INC
-$3.7M
0
-100%
减持
CCJ
CAMECO CORP
-$3.6M
28,380
-61%
减持
MA
MASTERCARD INCORPORATED
-$3.5M
39,587
-3%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$3.4M
17,736
+1%
建仓
BLDX
IMPAX FUNDS SERIES TRUST I
+$3.3M
130,251
清仓
—
ASTRAZENECA PLC
-$3.3M
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$3.3M
0
-100%
减持
SHOP
SHOPIFY INC
-$3.2M
69,383
-2%
增持
GOOGL
ALPHABET INC
-$3.2M
173,859
+2%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$3.2M
53,921
+47%
增持
META
META PLATFORMS INC
-$3.2M
57,448
+5%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$3.1M
16,348
增持
ORCL
ORACLE CORP
-$3.1M
77,465
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.1M
97,253
-2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$3.0M
69,266
-3%
减持
SNPE
DBX ETF TR
-$3.0M
958,234
-0%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.0M
19,047
增持
CRWD
CROWDSTRIKE HLDGS INC
+$3.0M
29,745
+62%
建仓
IWY
ISHARES TR
+$2.9M
11,532
建仓
ALM
ALMONTY INDS INC
+$2.8M
196,440
增持
AVLV
AMERICAN CENTY ETF TR
+$2.8M
157,081
+20%
增持
IVE
ISHARES TR
+$2.8M
65,691
+25%
建仓
DJD
INVESCO EXCHANGE TRADED FD T
+$2.8M
46,094
建仓
VTV
VANGUARD INDEX FDS
+$2.7M
13,553
建仓
ADBE
ADOBE INC
+$2.6M
10,788
增持
FTXL
FIRST TR EXCHANGE TRADED FD
+$2.6M
129,674
+2%
增持
IWF
ISHARES TR
-$2.5M
68,950
+2%
减持
EBAY
EBAY INC.
-$2.5M
12,239
-71%
增持
BIL
SPDR SER TR
+$2.5M
366,152
+8%
增持
COP
CONOCOPHILLIPS
+$2.4M
56,190
+5%
减持
WFC
WELLS FARGO CO NEW
-$2.4M
84,573
-14%
建仓
—
AMRIZE LTD
+$2.4M
43,032
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$2.3M
126,889
-20%
增持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL ETF
+$2.3M
380,646
+3%
减持
NOW
SERVICENOW INC
-$2.3M
17,737
-35%
增持
PAVE
GLOBAL X FDS
+$2.3M
181,548
+25%
减持
XLK
SELECT SECTOR SPDR TR
-$2.3M
188,477
-1%
清仓
IHI
ISHARES TR
-$2.3M
0
-100%
增持
WMT
WALMART INC
+$2.2M
140,280
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$2.2M
144,645
+44%
减持
WINN
HARBOR ETF TRUST
-$2.2M
119,524
-32%
增持
MU
MICRON TECHNOLOGY INC
+$2.2M
28,038
+10%
减持
XLY
SELECT SECTOR SPDR TR
-$2.2M
100,353
-8%
建仓
BHP
BHP BILLITON LIMITED
+$2.1M
29,403
增持
XLU
SELECT SECTOR SPDR TR
+$2.1M
455,933
+3%
增持
COST
COSTCO WHSL CORP NEW
+$2.0M
11,207
+6%
增持
SNY
SANOFI
+$2.0M
102,944
+68%
减持
GOOG
ALPHABET INC
-$1.9M
44,671
-5%
减持
TCAF
T ROWE PRICE ETF INC
-$1.8M
186,722
-15%
减持
SPYG
SPDR SER TR
-$1.7M
59,555
-16%
增持
AMZN
AMAZON COM INC
-$1.7M
291,646
+8%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.7M
525,958
+7%
减持
NEM
NEWMONT CORP
-$1.7M
22,955
-45%
清仓
XLV
SELECT SECTOR SPDR TR
-$1.7M
0
-100%
减持
HDEF
DBX ETF TR
+$1.7M
1,334,137
-1%
增持
IQV
IQVIA HLDGS INC
-$1.6M
34,786
+4%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
38,875
+40%
建仓
MMM
3M CO
+$1.6M
11,089
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$1.6M
17,369
增持
CMCSA
COMCAST CORP
+$1.6M
72,951
+340%
减持
PANW
PALO ALTO NETWORKS INC
-$1.6M
28,976
-14%
减持
LRCX
LAM RESEARCH CORP
-$1.6M
14,332
-47%
建仓
MSTR
STRATEGY INC
+$1.5M
12,303
增持
BKR
BAKER HUGHES COMPANY
+$1.5M
97,761
+0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.5M
28,409
-38%
增持
IEMG
ISHARES INC
+$1.5M
157,363
+12%
增持
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$1.5M
503,148
+0%
减持
ADSK
AUTODESK INC
-$1.5M
15,402
-11%
减持
CAT
CATERPILLAR INC
+$1.5M
12,871
-4%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.4M
257,044
+3%
增持
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
+$1.4M
1,018,948
+3%
建仓
OKLO
OKLO INC
+$1.4M
28,776
增持
QCOM
QUALCOMM INC
-$1.4M
37,045
+3%
增持
CVX
CHEVRON CORP NEW
+$1.4M
24,911
+1%
减持
EFA
ISHARES TR
-$1.4M
11,222
-57%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$1.4M
0
-100%
增持
NFLX
NETFLIX INC
+$1.4M
211,770
+4%
减持
FEOE
RBB FUND TRUST
-$1.3M
30,603
-48%
减持
SCHW
SCHWAB CHARLES CORP
-$1.3M
192,267
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
88,726
+13%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.2M
89,365
-17%
减持
SPSM
SPDR SER TR
-$1.2M
98,944
-23%
增持
CRTC
DBX ETF TR
+$1.2M
1,742,321
+5%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$1.2M
862,647
+3%
建仓
EQWL
INVESCO EXCHANGE TRADED FD T
+$1.2M
10,071
建仓
SKYY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
10,558
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.2M
45,876
-3%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$1.2M
12,098
清仓
ONEQ
FIDELITY COMWLTH TR
-$1.2M
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$1.1M
19,941
增持
D
DOMINION ENERGY INC
+$1.1M
86,074
+20%
清仓
IETC
ISHARES U S ETF TR
-$1.1M
0
-100%
增持
T
AT&T INC
+$1.1M
123,422
+25%
减持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
188,356
-2%
增持
MISL
FIRST TR EXCHANGE-TRADED FD
+$1.1M
409,261
+2%
减持
BAC
BANK AMERICA CORP
-$1.1M
75,653
-13%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$1.1M
11,780
增持
XLI
SELECT SECTOR SPDR TR
+$1.1M
136,171
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
37,852
+34%
增持
QQQ
INVESCO QQQ TR
-$1.0M
32,931
+1%
增持
IEFA
ISHARES TR
+$1.0M
250,319
+3%
减持
APO
APOLLO GLOBAL MGMT INC
-$1.0M
11,110
-28%
清仓
SII
SPROTT INC
-$989.0K
0
-100%
增持
PWRD
TCW ETF TRUST
+$975.7K
363,898
+1%
增持
INTC
INTEL CORP
+$967.9K
128,427
+1%
