Erickson Financial Group, LLC
ALLENTOWN PA · SEC CIK 0001797734
$1.60亿2026Q1 申报市值
25持仓数
91.8%前十大占比 · 第一大 28.3%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MGK 加仓+$76.17万
HYMB 加仓+$65.44万
CGDV 加仓+$53.40万
VCIT 加仓+$42.07万
AGG 加仓+$40.42万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$12.68万
MUB 减仓-$4,883
SSO 减仓-$4,358
TLT 减仓-$520
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,509.10万 | 28.26% | 1,059,968 | 12,554 | 1.2% | $53.40万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,719.83万 | 17.04% | 74,021 | 2,073 | 2.9% | $76.17万 | 加仓 |
| ESGU | ISHARES TR | $1,929.08万 | 12.09% | 136,408 | 2,632 | 2.0% | $37.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,323.13万 | 8.29% | 22,924 | 436 | 1.9% | $25.17万 | 加仓 |
| IWO | ISHARES TR | $827.55万 | 5.19% | 26,371 | 191 | 0.7% | $5.99万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $815.40万 | 5.11% | 98,538 | 5,084 | 5.4% | $42.07万 | 加仓 |
| AGG | ISHARES TR | $798.36万 | 5.00% | 80,424 | 4,072 | 5.3% | $40.42万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $763.31万 | 4.78% | 210,801 | 1,920 | 0.9% | $6.95万 | 加仓 |
| USIG | ISHARES TR | $531.35万 | 3.33% | 103,718 | 4,801 | 4.9% | $24.60万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $438.01万 | 2.74% | 176,617 | 26,389 | 17.6% | $65.44万 | 加仓 |
| IEF | ISHARES TR | $254.41万 | 1.59% | 26,657 | 2,955 | 12.5% | $28.20万 | 加仓 |
| TLT | ISHARES TR | $250.02万 | 1.57% | 28,841 | -6 | -0.0% | -$520 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $242.64万 | 1.52% | 3,731 | -195 | -5.0% | -$12.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $88.81万 | 0.56% | 3,633 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES TR | $67.42万 | 0.42% | 6,952 | 211 | 3.1% | $2.05万 | 加仓 |
| TQQQ | PROSHARES TR | $62.80万 | 0.39% | 15,068 | 228 | 1.5% | $9,503 | 加仓 |
| AAPL | APPLE INC | $61.26万 | 0.38% | 2,414 | 142 | 6.2% | $3.60万 | 加仓 |
| MUB | ISHARES TR | $45.88万 | 0.29% | 4,322 | -46 | -1.1% | -$4,883 | 减仓 |
| SPYD | SPDR SERIES TRUST | $41.81万 | 0.26% | 9,184 | 50 | 0.5% | $2,276 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $36.23万 | 0.23% | 7,261 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $35.64万 | 0.22% | 2,941 | 8 | 0.3% | $970 | 加仓 |
| NVDA | NVIDIA CORPORATION | $32.73万 | 0.21% | 1,877 | 17 | 0.9% | $2,965 | 加仓 |
| SPYV | SPDR SERIES TRUST | $29.32万 | 0.18% | 5,182 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $28.89万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $25.08万 | 0.16% | 4,834 | -84 | -1.7% | -$4,358 | 减仓 |