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WCG Wealth 顾问 · 13F 持仓分析
期权收益计算器 机构排行

WCG Wealth 顾问

WCG Wealth Advisors LLCNo.1078 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$42.19亿
环比变动 Q1 2026
+$6.45亿+18.0%
持仓股票数
555
新买入
72
加仓
231
减仓
232
清仓
36
持股不变
20
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PPIMCO太平洋投资管理ETFPYLD
3.4%2.49%$1.43亿541.0万股$8,908.6万340.0万股+201.0万股+59.12%加仓
英伟达NVDA
2.77%2.73%$1.17亿58.3万股$9,740.5万55.9万股+2.5万股+4.46%加仓
S道富SPYM
2.23%2.48%$9,396.1万106.9万股$8,871.8万115.9万股-9.0万股-7.76%减仓
苹果AAPL
2.13%2.25%$8,993.9万31.1万股$8,052.5万31.7万股-6,470股-2.04%减仓
DDBX ETF信托CRTC
1.78%1.73%$7,510.2万192.6万股$6,177.0万174.2万股+18.4万股+10.56%加仓
H哈特福德·MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFRODM
1.7%1.91%$7,166.3万177.3万股$6,835.1万173.4万股+3.9万股+2.28%加仓
PPIMCO太平洋投资管理ETFMUNI
1.7%1.41%$7,151.7万136.0万股$5,024.7万96.3万股+39.7万股+41.22%加仓
IiShares安硕信托IVV
1.69%0.9%$7,122.7万9.5万股$3,219.4万4.9万股+4.6万股+92.98%加仓
亚马逊AMZN
1.69%1.7%$7,114.4万29.8万股$6,074.1万29.2万股+6,851股+2.35%加仓
谷歌AGOOGL
1.42%1.4%$5,976.9万16.7万股$4,999.5万17.4万股-6,611股-3.80%减仓
A美国世纪ETF信托AVUS
1.32%1.34%$5,558.3万43.4万股$4,794.6万43.1万股+2,725股+0.63%加仓
DDBX ETF信托SNPE
1.29%1.6%$5,454.9万79.2万股$5,706.3万95.8万股-16.6万股-17.33%减仓
TTHORNBURG ETF TRTMB
1.28%1.24%$5,416.3万213.7万股$4,434.0万173.8万股+39.8万股+22.92%加仓
SSPDR道富指数基金SPEM
1.27%1.34%$5,345.6万103.2万股$4,779.9万101.9万股+1.3万股+1.32%加仓
微软MSFT
1.24%1.4%$5,212.8万14.0万股$4,996.6万13.5万股+4,766股+3.53%加仓
MMFS ACTIVE EXCHANGE TRADED FMFSB
1.22%1.18%$5,154.4万206.8万股$4,209.6万169.1万股+37.6万股+22.25%加仓
伯克希尔哈撒韦BRK.B
1.15%1.3%$4,850.9万9.7万股$4,660.4万9.7万股-311股-0.32%减仓
S道富SLYG
1.14%1.17%$4,810.0万40.4万股$4,190.5万43.4万股-3.0万股-6.90%减仓
SSPDR道富系列信托HYMB
1.11%1.14%$4,664.7万183.4万股$4,081.2万164.6万股+18.8万股+11.42%加仓
SSIMPLIFY EXCHANGE TRADED FUNAGGH
1.09%1.06%$4,617.3万228.9万股$3,801.0万186.8万股+42.1万股+22.56%加仓
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
0.99%1%$4,174.1万33.9万股$3,557.7万36.4万股-2.4万股-6.71%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.95%1.01%$4,014.2万36.8万股$3,600.1万38.1万股-1.3万股-3.35%减仓
SSPDR标普500 ETFSPY
0.89%0.51%$3,749.3万5.0万股$1,839.1万2.8万股+2.2万股+77.54%加仓
XXTRACKERS MSCI EAFE HIGHDIVIDEND YIELD EQUITY ETFHDEF
0.87%1.21%$3,653.5万113.7万股$4,323.9万133.4万股-19.7万股-14.80%减仓
美光科技MU
0.86%0.27%$3,624.0万3.1万股$947.2万2.8万股+3,358股+11.98%加仓
I景顺交易所交易基金IIIDHQ
0.86%0.85%$3,617.5万82.8万股$3,051.2万86.3万股-3.5万股-4.06%减仓
FIFTH THIRD BANCORP COMFITB
0.84%0.82%$3,540.0万63.5万股$2,937.8万64.0万股-5,696股-0.89%减仓
IiShares安硕·RUSSELLIWF
0.83%0.82%$3,518.3万28.3万股$2,940.0万6.9万股+21.4万股+310.94%加仓
I景顺·RAFI US 1000 ETFPRF
0.8%0.1%$3,360.7万62.2万股$361.1万7.6万股+54.6万股+718.83%加仓
VisaV
0.79%0.85%$3,314.5万9.7万股$3,024.6万10.0万股-3,463股-3.46%减仓
Meta平台META
0.77%0.92%$3,249.6万5.8万股$3,286.7万5.7万股+241股+0.42%加仓
AVANTIS INTLNGG
0.75%0.81%$3,155.9万35.4万股$2,877.2万33.9万股+1.5万股+4.33%加仓
S道富MDYG
0.74%0.82%$3,132.8万27.9万股$2,931.4万30.5万股-2.6万股-8.51%减仓
SSPDR行业精选信托XLK
0.73%0.7%$3,065.0万16.1万股$2,504.9万18.8万股-2.8万股-14.65%减仓
SSPDR道富系列信托BIL
0.67%0.94%$2,828.6万30.9万股$3,355.4万36.6万股-5.7万股-15.70%减仓
博通AVGO
0.67%0.47%$2,821.2万7.5万股$1,677.0万5.4万股+2.1万股+37.84%加仓
特斯拉TSLA
0.67%0.71%$2,813.1万6.7万股$2,551.1万6.9万股-1,739股-2.53%减仓
SSANDISK COMSNDK
0.66%$2,802.2万1.2万股$00股+1.2万股新买入
摩根大通JPM
0.66%0.69%$2,780.1万8.5万股$2,469.0万8.4万股+999股+1.19%加仓
SSSGA ACTIVE ETF TRWIP
0.63%0.76%$2,643.2万67.0万股$2,719.1万68.4万股-1.5万股-2.15%减仓
台积电TSM
0.62%0.52%$2,634.7万5.5万股$1,851.3万5.5万股+389股+0.71%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.62%0.64%$2,621.1万51.8万股$2,285.2万45.2万股+6.7万股+14.79%加仓
S道富XLI
0.6%0.62%$2,526.1万13.6万股$2,202.3万13.6万股+209股+0.15%加仓
A美国世纪ETF信托AVEM
0.6%0.58%$2,515.2万26.1万股$2,071.3万25.7万股+3,622股+1.41%加仓
IiShares安硕信托IEFA
0.58%0.63%$2,443.4万25.3万股$2,266.1万25.0万股+2,670股+1.07%加仓
S道富MDYV
0.57%0.59%$2,387.1万25.2万股$2,118.2万24.9万股+2,912股+1.17%加仓
AAvantis·U SAVUV
0.56%0.58%$2,381.2万19.1万股$2,080.8万18.8万股+2,503股+1.33%加仓
应用材料AMAT
0.56%0.42%$2,367.4万3.3万股$1,492.5万4.4万股-1.1万股-25.02%减仓
SSPDR行业精选信托XLF
0.56%0.59%$2,363.3万44.1万股$2,109.6万42.7万股+1.4万股+3.17%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
0.56%0.56%$2,355.4万56.4万股$2,016.9万54.9万股+1.6万股+2.87%加仓

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