WCG Wealth Advisors LLC 13F 持仓 · 2026年Q2
WCG Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 555 只证券，申报市值合计 42.19 亿美元。前几大持仓：PYLD（3.40%）、NVDA（2.77%）、SPYM（2.23%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO ETF TR | $143.5M | 3.40% | 5.4M | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $116.7M | 2.77% | 583,422 | 增持 |
| 3 | SPYM | SPDR SERIES TRUST | $94.0M | 2.23% | 1.1M | 减持 |
| 4 | AAPL | APPLE INC | $89.9M | 2.13% | 310,820 | 减持 |
| 5 | CRTC | DBX ETF TR | $75.1M | 1.78% | 1.9M | 增持 |
| 6 | MUNI | PIMCO ETF TR | $71.5M | 1.70% | 1.4M | 增持 |
| 7 | RODM | LATTICE STRATEGIES TR | $71.7M | 1.70% | 1.8M | 增持 |
| 8 | AMZN | AMAZON COM INC | $71.1M | 1.69% | 298,497 | 增持 |
| 9 | IVV | ISHARES TR | $71.2M | 1.69% | 95,110 | 增持 |
| 10 | GOOGL | ALPHABET INC | $59.8M | 1.42% | 167,248 | 减持 |
| 11 | AVUS | AMERICAN CENTY ETF TR | $55.6M | 1.32% | 433,975 | 增持 |
| 12 | SNPE | DBX ETF TR | $54.5M | 1.29% | 792,172 | 减持 |
| 13 | TMB | THORNBURG ETF TR | $54.2M | 1.28% | 2.1M | 增持 |
| 14 | SPEM | SPDR INDEX SHS FDS | $53.5M | 1.27% | 1.0M | 增持 |
| 15 | MSFT | MICROSOFT CORP | $52.1M | 1.24% | 139,746 | 增持 |
| 16 | MFSB | MFS ACTIVE EXCHANGE TRADED F | $51.5M | 1.22% | 2.1M | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $48.5M | 1.15% | 96,942 | 减持 |
| 18 | SLYG | SPDR SERIES TRUST | $48.1M | 1.14% | 403,762 | 减持 |
| 19 | HYMB | SPDR SERIES TRUST | $46.6M | 1.11% | 1.8M | 增持 |
| 20 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $46.2M | 1.09% | 2.3M | 增持 |
| 21 | PWRD | TCW ETF TRUST | $41.7M | 0.99% | 339,471 | 减持 |
| 22 | SLYV | SPDR SERIES TRUST | $40.1M | 0.95% | 367,902 | 减持 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $37.5M | 0.89% | 50,207 | 增持 |
| 24 | HDEF | DBX ETF TR | $36.5M | 0.87% | 1.1M | 减持 |
| 25 | IDHQ | INVESCO EXCH TRADED FD TR II | $36.2M | 0.86% | 827,604 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR