Erickson Financial Group, LLC
ALLENTOWN PA · SEC CIK 0001797734
$1.87亿2026Q2 申报市值
25持仓数
92.4%前十大占比 · 第一大 27.9%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VCIT 加仓+$431.55万
QQQJ 加仓+$103.53万
IWO 加仓+$70.64万
QQQ 加仓+$53.02万
AGG 加仓+$36.70万
2026Q2 卖出最多 按季末市值估算
MGK 减仓-$436.43万
AAPL 减仓-$22.08万
TQQQ 减仓-$19.70万
SPY 减仓-$12.25万
UPRO 减仓-$11.39万
2026Q2 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 | $5,212.50万 | 27.94% | 1,057,731 | -2,237 | -0.2% | -$11.02万 | 减仓 |
| MGK | VANGUARD WORLD FD | $2,817.16万 | 15.10% | 320,460 | -49,645 | -13.4% | -$436.43万 | 减仓 |
| ESGU | ISHARES TR | $2,248.89万 | 12.05% | 137,404 | 996 | 0.7% | $16.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,741.14万 | 9.33% | 23,644 | 720 | 3.1% | $53.02万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,245.97万 | 6.68% | 150,752 | 52,214 | 53.0% | $431.55万 | 加仓 |
| IWO | ISHARES TR | $1,109.55万 | 5.95% | 28,164 | 1,793 | 6.8% | $70.64万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $1,061.41万 | 5.69% | 233,584 | 22,783 | 10.8% | $103.53万 | 加仓 |
| AGG | ISHARES TR | $832.73万 | 4.46% | 84,132 | 3,708 | 4.6% | $36.70万 | 加仓 |
| USIG | ISHARES TR | $521.81万 | 2.80% | 101,738 | -1,980 | -1.9% | -$10.16万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $443.97万 | 2.38% | 174,515 | -2,102 | -1.2% | -$5.35万 | 减仓 |
| IEF | ISHARES TR | $274.79万 | 1.47% | 29,057 | 2,400 | 9.0% | $22.70万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $266.37万 | 1.43% | 3,567 | -164 | -4.4% | -$12.25万 | 减仓 |
| TLT | ISHARES TR | $248.93万 | 1.33% | 28,805 | -36 | -0.1% | -$3,111 | 减仓 |
| TQQQ | PROSHARES TR | $102.35万 | 0.55% | 12,636 | -2,432 | -16.1% | -$19.70万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $93.64万 | 0.50% | 3,687 | 54 | 1.5% | $1.37万 | 加仓 |
| UPRO | PROSHARES TR | $87.19万 | 0.47% | 6,149 | -803 | -11.6% | -$11.39万 | 减仓 |
| AAPL | APPLE INC | $47.77万 | 0.26% | 1,651 | -763 | -31.6% | -$22.08万 | 减仓 |
| MUB | ISHARES TR | $46.51万 | 0.25% | 4,322 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $45.43万 | 0.24% | 9,523 | 339 | 3.7% | $1.62万 | 加仓 |
| DSI | ISHARES TR | $41.44万 | 0.22% | 2,910 | -31 | -1.1% | -$4,414 | 减仓 |
| NVDA | NVIDIA CORPORATION | $40.76万 | 0.22% | 2,037 | 160 | 8.5% | $3.20万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $36.73万 | 0.20% | 7,261 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $32.53万 | 0.17% | 4,828 | -6 | -0.1% | -$404 | 减仓 |
| SPYV | SPDR SERIES TRUST | $30.26万 | 0.16% | 4,978 | -204 | -3.9% | -$1.24万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $29.33万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |