Emergent Wealth Advisors, LLC
WILLIAMSVILLE NY · SEC CIK 0001799880
$1.69亿2026Q1 申报市值
125持仓数
50.8%前十大占比 · 第一大 13.5%
16 / 25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
BINC 加仓+$466.41万
XLK 加仓+$329.29万
DYNF 加仓+$311.23万
VCRB 加仓+$273.28万
VUG 加仓+$267.23万
2026Q1 卖出最多 按季末市值估算
IJR 减仓-$516.43万
VXF 减仓-$256.20万
BOND 减仓-$241.16万
VMBS 减仓-$188.61万
HYG 减仓-$186.00万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES TR | $0 | 0.00% | 0 | -10,859 | -100.0% | -$123.70万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -11,715 | -100.0% | -$102.11万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -13,779 | -100.0% | -$78.28万 | 清仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,992 | -100.0% | -$73.31万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -3,208 | -100.0% | -$64.06万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,500 | -100.0% | -$63.23万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,884 | -100.0% | -$58.28万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -7,844 | -100.0% | -$57.01万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -21,369 | -100.0% | -$55.94万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -5,439 | -100.0% | -$46.43万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -15,562 | -100.0% | -$42.69万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -12,181 | -100.0% | -$40.26万 | 清仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -13,269 | -100.0% | -$39.53万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -7,176 | -100.0% | -$35.89万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -3,586 | -100.0% | -$34.52万 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -8,876 | -100.0% | -$34.23万 | 清仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -12,017 | -100.0% | -$33.11万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,771 | -100.0% | -$25.65万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -4,102 | -100.0% | -$25.63万 | 清仓 |
| LCTU | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -3,364 | -100.0% | -$24.93万 | 清仓 |
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -517 | -100.0% | -$23.25万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -3,500 | -100.0% | -$23.10万 | 清仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -4,711 | -100.0% | -$22.34万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,599 | -100.0% | -$20.75万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,077 | -100.0% | -$8.66万 | 清仓 |
| NMRK | NEWMARK GROUP INC | $15.37万 | 0.09% | 10,252 | -927 | -8.3% | -$1.39万 | 减仓 |
| CXW | CORECIVIC INC | $19.80万 | 0.12% | 10,470 | 10,470 | — | $19.80万 | 新建仓 |
| KO | COCA COLA CO | $20.04万 | 0.12% | 2,636 | -463 | -14.9% | -$3.52万 | 重新持有 |
| NUEM | NUSHARES ETF TR | $20.31万 | 0.12% | 5,529 | -363 | -6.2% | -$1.33万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $20.78万 | 0.12% | 1,296 | -108 | -7.7% | -$1.73万 | 减仓 |
| MRK | MERCK & CO INC | $21.07万 | 0.12% | 1,752 | -514 | -22.7% | -$6.18万 | 减仓 |
| ESGD | ISHARES TR | $21.20万 | 0.13% | 2,217 | -61 | -2.7% | -$5,833 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $22.11万 | 0.13% | 4,249 | 4,249 | — | $22.11万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $22.20万 | 0.13% | 6,739 | -75 | -1.1% | -$2,471 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $22.32万 | 0.13% | 3,052 | -223 | -6.8% | -$1.63万 | 减仓 |
| NFLX | NETFLIX INC. | $22.42万 | 0.13% | 2,332 | 2,332 | — | $22.42万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $22.42万 | 0.13% | 2,319 | -235 | -9.2% | -$2.27万 | 减仓 |
| QUAL | ISHARES TR | $23.35万 | 0.14% | 1,217 | -8,943 | -88.0% | -$171.57万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $23.45万 | 0.14% | 2,513 | 2,513 | — | $23.45万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $23.64万 | 0.14% | 3,005 | -15 | -0.5% | -$1,180 | 减仓 |
| SNDK | SANDISK CORP | $24.27万 | 0.14% | 382 | 382 | — | $24.27万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.25万 | 0.15% | 1,913 | 1,913 | — | $25.25万 | 新建仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $25.53万 | 0.15% | 865 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $25.73万 | 0.15% | 1,998 | -100 | -4.8% | -$1.29万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.98万 | 0.15% | 1,208 | 1,208 | — | $25.98万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $26.50万 | 0.16% | 9,113 | -68 | -0.7% | -$1,977 | 减仓 |
| CVX | CHEVRON CORPORATION | $27.96万 | 0.17% | 1,351 | 1,351 | — | $27.96万 | 新建仓 |
| WFC | WELLS FARGO & CO | $28.37万 | 0.17% | 3,564 | 353 | 11.0% | $2.81万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $28.40万 | 0.17% | 1,050 | -200 | -16.0% | -$5.41万 | 减仓 |
| TER | TERADYNE INC | $29.08万 | 0.17% | 981 | -224 | -18.6% | -$6.64万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $29.11万 | 0.17% | 3,682 | 23 | 0.6% | $1,819 | 加仓 |
| — | TIDAL TRUST I | $29.77万 | 0.18% | 16,629 | 2,685 | 19.3% | $4.81万 | 加仓 |
| OKE | ONEOK INC NEW | $30.23万 | 0.18% | 3,344 | -31 | -0.9% | -$2,802 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $30.46万 | 0.18% | 11,526 | -3,703 | -24.3% | -$9.79万 | 减仓 |
| BAC | BANK AMERICA CORP | $30.61万 | 0.18% | 6,280 | 891 | 16.5% | $4.34万 | 加仓 |
| BGC | BGC GROUP INC | $31.47万 | 0.19% | 32,180 | -2,000 | -5.9% | -$1.96万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $31.55万 | 0.19% | 528 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $31.96万 | 0.19% | 2,916 | -493 | -14.5% | -$5.40万 | 减仓 |
| MINO | PIMCO ETF TR | $32.64万 | 0.19% | 7,227 | 2,101 | 41.0% | $9.49万 | 加仓 |
| IWF | ISHARES TR | $32.95万 | 0.19% | 773 | 1 | 0.1% | $426 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.43万 | 0.20% | 9,100 | 0 | 0.0% | — | 不变 |
| SPUS | TIDAL TRUST I | $34.63万 | 0.20% | 7,191 | 748 | 11.6% | $3.60万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.29万 | 0.21% | 1,839 | -620 | -25.2% | -$11.90万 | 减仓 |
| EFV | ISHARES TR | $35.87万 | 0.21% | 4,825 | -22,828 | -82.6% | -$169.71万 | 减仓 |
| HD | HOME DEPOT INC | $36.57万 | 0.22% | 1,112 | 96 | 9.4% | $3.16万 | 加仓 |
| IWD | ISHARES TR | $36.57万 | 0.22% | 1,712 | 7 | 0.4% | $1,495 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $36.71万 | 0.22% | 6,729 | -11,638 | -63.4% | -$63.49万 | 减仓 |
| CMF | ISHARES TR | $36.95万 | 0.22% | 6,499 | 1,764 | 37.3% | $10.03万 | 加仓 |
| HYG | ISHARES TR | $37.06万 | 0.22% | 4,658 | -23,378 | -83.4% | -$186.00万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $37.67万 | 0.22% | 2,065 | 1,104 | 114.9% | $20.14万 | 加仓 |
| RKLB | ROCKET LAB CORP | $37.68万 | 0.22% | 5,868 | -1,804 | -23.5% | -$11.59万 | 减仓 |
| MBB | ISHARES TR | $39.07万 | 0.23% | 4,115 | -10,683 | -72.2% | -$101.43万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.58万 | 0.23% | 2,706 | 1,037 | 62.1% | $15.17万 | 加仓 |
| — | EXXON MOBIL CORP | $40.09万 | 0.24% | 2,363 | 342 | 16.9% | $5.80万 | 加仓 |
| IVW | ISHARES TR | $40.40万 | 0.24% | 3,572 | -14,140 | -79.8% | -$159.94万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $41.52万 | 0.25% | 6,361 | 6,361 | — | $41.52万 | 新建仓 |
| EAGG | ISHARES TR | $41.75万 | 0.25% | 8,781 | 3,452 | 64.8% | $16.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.17万 | 0.25% | 880 | 187 | 27.0% | $8.96万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $42.18万 | 0.25% | 8,984 | -40,175 | -81.7% | -$188.61万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $42.34万 | 0.25% | 5,010 | 5,010 | — | $42.34万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $42.88万 | 0.25% | 9,351 | -8,518 | -47.7% | -$39.06万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $42.98万 | 0.25% | 5,990 | 5,990 | — | $42.98万 | 新建仓 |
| PFF | ISHARES TR | $44.04万 | 0.26% | 14,525 | -61,197 | -80.8% | -$185.55万 | 减仓 |
| NULG | NUSHARES ETF TR | $44.66万 | 0.26% | 4,911 | -35 | -0.7% | -$3,183 | 减仓 |
| ESML | ISHARES TR | $44.95万 | 0.27% | 9,559 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $45.29万 | 0.27% | 2,145 | -4,661 | -68.5% | -$98.42万 | 减仓 |
| IWN | ISHARES TR | $45.56万 | 0.27% | 2,403 | 6 | 0.3% | $1,138 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $46.04万 | 0.27% | 6,252 | 6,252 | — | $46.04万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $47.75万 | 0.28% | 3,306 | 1,414 | 74.7% | $20.42万 | 加仓 |
| NULV | NUSHARES ETF TR | $48.28万 | 0.29% | 10,610 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $49.02万 | 0.29% | 4,624 | 1,163 | 33.6% | $12.33万 | 加仓 |
| IUSB | ISHARES TR | $49.59万 | 0.29% | 10,735 | -39,801 | -78.8% | -$183.85万 | 减仓 |
| ESGU | ISHARES TR | $51.21万 | 0.30% | 3,621 | -490 | -11.9% | -$6.93万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $52.13万 | 0.31% | 9,695 | 9,695 | — | $52.13万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $52.43万 | 0.31% | 5,580 | -202 | -3.5% | -$1.90万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $54.87万 | 0.32% | 2,800 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $55.98万 | 0.33% | 3,110 | -550 | -15.0% | -$9.90万 | 减仓 |
| T | AT&T INC | $56.22万 | 0.33% | 19,392 | -18,932 | -49.4% | -$54.88万 | 减仓 |
| XVV | ISHARES TR | $57.23万 | 0.34% | 11,627 | 0 | 0.0% | — | 不变 |