WW
Wealth Watch Advisors, INC
分散型投资策略逆势操作型高品质投资策略
申报总市值
US$2.4亿
申报季度: 2026-03-31 · 持股只数: 126
Wealth Watch Advisors, INC在最新一期 13F 报告中披露了 126 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 47.7%。
机构性格雪花图
- 集中度
- 18.65
- 持仓稳定性
- 47.69
- 动能／逆势
- 0
- 行业集中度
- 66.33
- 多样化
- 100
- 仓位均衡度
- 79.7
近期动向
加仓 BIL
+56943.8% US$2202.1万
减仓 SPAB
-88.3% -US$724.3万
加仓 QQQ
+13.9% US$74.0万
加仓 SGOL
+24.1% US$141.9万
加仓 IAU
+24.6% US$119.4万
加仓 ZHDG
+46.6% US$117.8万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 109 大持股（共 126 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQH | Hcm Defender 100 Index ETF | ETF-大型股与成长 | 10.59% | +0.63% | +4.22% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 9.24% | +9.23% | +56943.84% | |
| 3 | CAIE | Calamos Autocallable INC ETF | ETF-其他 | 8.74% | +0.50% | -0.10% | |
| 4 | LGH | Hcm Defender 500 Index ETF | ETF-大型股与成长 | 8.10% | +0.54% | +3.31% | |
| 5 | HCMT | Direxion Hcm Tactic US ETF | ETF-其他 | 5.78% | — | +8.52% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.72% | +0.82% | +13.91% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.09% | — | +4.19% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.46% | +0.63% | +31.02% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.34% | +0.14% | -4.30% | |
| 10 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 2.30% | +0.79% | +24.13% | |
| 11 | PLTM | Graniteshares Platinum Trust | ETF-其他 | 2.27% | +0.52% | +19.47% | |
| 12 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.92% | +0.67% | +24.56% | |
| 13 | ZHDG | Zega Buy And Hedge ETF | ETF-其他 | 1.83% | +0.64% | +46.55% | |
| 14 | ACYN | Ft Lad Autocall Bar INC ETF | ETF-其他 | 1.83% | +1.83% | NEW | |
| 15 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 1.51% | — | -0.96% | |
| 16 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.47% | +0.32% | +7.35% | |
| 17 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 1.47% | +0.32% | +6.93% | |
| 18 | AAPL | Apple INC | 股票-科技 | 1.38% | +0.41% | +33.51% | |
| 19 | SPRX | Spear Alpha ETF | ETF-其他 | 1.13% | — | +3.28% | |
| 20 | ILDR | First Trust Innovation Leade | ETF-其他 | 0.92% | — | +6.04% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.92% | — | +7.66% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.82% | +0.24% | +24.21% | |
| 23 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.81% | — | +3.75% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.81% | — | -4.01% | |
| 25 | HYBL | Ss Blackstone High INC ETF | ETF-其他 | 0.73% | +0.38% | +89.95% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | +0.21% | +34.48% | |
| 27 | CAT | Caterpillar INC | 股票-工业 | 0.66% | — | -28.37% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.63% | — | +5.87% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.58% | — | +5.27% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.57% | — | +18.06% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.56% | -0.41% | -30.89% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | — | +5.22% | |
| 33 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.53% | — | -21.89% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | — | +6.01% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.51% | — | -5.36% | |
| 36 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.49% | — | -4.71% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | +0.19% | +50.27% | |
| 38 | SYK | Stryker CORP | 股票-医疗保健 | 0.46% | — | +1.32% | |
| 39 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.46% | -0.36% | -37.72% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.45% | +0.16% | +37.44% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.42% | — | +5.44% | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.41% | +0.40% | +4671.08% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.40% | — | +18.72% | |
| 44 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 0.40% | — | +18.74% | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.40% | -2.64% | -88.34% | |
| 46 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.39% | -0.04% | -16.56% | |
| 47 | AVGO | Broadcom INC | 股票-科技 | 0.39% | — | -0.61% | |
| 48 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.38% | — | +5.71% | |
| 49 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.38% | — | +29.96% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.35% | +0.35% | +6669.12% |
1–50 of 109
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Wealth Watch Advisors, INC 在 2026-03-31 最显著的持仓异动： 清仓: Ss Spdr Bb Conv Sec ETF (CWB); 清仓: Ss Spdr P S&p 500 Growth ETF (SPYG); 新建仓: Ft Lad Autocall Bar INC ETF (ACYN); 清仓: Wisdmtree Gb Ex-us Ql Gr-usd (DNL); 清仓: Ss Spdr S&p 400 Mc Gr ETF (MDYG).
FAQ
Wealth Watch Advisors, INC 是什么机构？属于哪种投资人类型？
Wealth Watch Advisors, INC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 126 个已申报仓位之中。
Wealth Watch Advisors, INC 目前前几大持股有哪些？
根据最新 13F 申报，Wealth Watch Advisors, INC 按市值排列的前几大持股为：
1. Hcm Defender 100 Index ETF (QQH) — US$2528.0万 (10.6%)
2. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$2206.0万 (9.2%)
3. Calamos Autocallable INC ETF (CAIE) — US$2086.8万 (8.7%)
4. Hcm Defender 500 Index ETF (LGH) — US$1935.4万 (8.1%)
5. Direxion Hcm Tactic US ETF (HCMT) — US$1380.3万 (5.8%)
Wealth Watch Advisors, INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Wealth Watch Advisors, INC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 25 个既有持股、减仓 7 个仓位，并完全清仓 16 个持股。 其中幅度最大的异动：清仓: Ss Spdr Bb Conv Sec ETF (CWB); 清仓: Ss Spdr P S&p 500 Growth ETF (SPYG); 新建仓: Ft Lad Autocall Bar INC ETF (ACYN); 清仓: Wisdmtree Gb Ex-us Ql Gr-usd (DNL); 清仓: Ss Spdr S&p 400 Mc Gr ETF (MDYG)
Wealth Watch Advisors, INC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Wealth Watch Advisors, INC 的主要板块分布如下：
• Information Technology: 40.2%
• Consumer Discretionary: 12.2%
• Consumer Staples: 10.5%
• Health Care: 10.4%
• Industrials: 10.2%
• Communication Services: 9.5%