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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $58.45万 | 0.35% | 1,022 | -33 | -3.1% | -$1.89万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.69万 | 0.35% | 3,963 | 120 | 3.1% | $1.78万 | 加仓 |
| PYLD | PIMCO ETF TR | $61.47万 | 0.36% | 23,460 | 23,460 | — | $61.47万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $65.67万 | 0.39% | 8,670 | 8,670 | — | $65.67万 | 新建仓 |
| GLW | CORNING INC | $66.15万 | 0.39% | 4,865 | -378 | -7.2% | -$5.14万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $66.68万 | 0.39% | 1,708 | 663 | 63.4% | $25.88万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $69.42万 | 0.41% | 2,360 | 168 | 7.7% | $4.94万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $69.44万 | 0.41% | 14,750 | 10,170 | 222.1% | $47.88万 | 加仓 |
| BA | BOEING CO | $70.54万 | 0.42% | 3,544 | 351 | 11.0% | $6.99万 | 加仓 |
| ABBV | ABBVIE INC | $72.22万 | 0.43% | 3,320 | -55 | -1.6% | -$1.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.14万 | 0.43% | 1,125 | 23 | 2.1% | $1.50万 | 加仓 |
| GOOG | ALPHABET INC | $74.31万 | 0.44% | 2,590 | -23 | -0.9% | -$6,599 | 减仓 |
| APH | AMPHENOL CORP | $75.50万 | 0.45% | 5,976 | 3,046 | 104.0% | $38.48万 | 加仓 |
| WMT | WALMART INC | $76.83万 | 0.45% | 6,182 | -649 | -9.5% | -$8.07万 | 减仓 |
| MTB | M & T BK CORP | $79.91万 | 0.47% | 3,866 | 15 | 0.4% | $3,101 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $80.66万 | 0.48% | 10,287 | 10,287 | — | $80.66万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $84.04万 | 0.50% | 3,438 | 130 | 3.9% | $3.18万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $90.64万 | 0.54% | 12,601 | -4,083 | -24.5% | -$29.37万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $91.19万 | 0.54% | 36,843 | -1,609 | -4.2% | -$3.98万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $91.41万 | 0.54% | 5,313 | -782 | -12.8% | -$13.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.60万 | 0.55% | 3,820 | 1,134 | 42.2% | $27.49万 | 加仓 |
| CSCO | CISCO SYS INC | $97.06万 | 0.57% | 12,510 | 403 | 3.3% | $3.13万 | 加仓 |
| GOOGL | ALPHABET INC | $98.38万 | 0.58% | 3,421 | -48 | -1.4% | -$1.38万 | 减仓 |
| AAPL | APPLE INC | $115.27万 | 0.68% | 4,542 | 122 | 2.8% | $3.10万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $148.98万 | 0.88% | 64,159 | -71,978 | -52.9% | -$167.13万 | 减仓 |
| AVGO | BROADCOM INC | $149.06万 | 0.88% | 4,816 | 564 | 13.3% | $17.46万 | 加仓 |
| MSFT | MICROSOFT CORP | $149.95万 | 0.89% | 4,051 | 746 | 22.6% | $27.61万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $151.28万 | 0.89% | 8,110 | 163 | 2.1% | $3.04万 | 加仓 |
| WELL | WELLTOWER INC | $157.12万 | 0.93% | 7,947 | -154 | -1.9% | -$3.04万 | 减仓 |
| SHLD | GLOBAL X FDS | $170.44万 | 1.01% | 24,060 | 18,382 | 323.7% | $130.22万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $172.20万 | 1.02% | 67,161 | 1,073 | 1.6% | $2.75万 | 加仓 |
| AMZN | AMAZON COM INC | $186.98万 | 1.11% | 8,978 | 1,328 | 17.4% | $27.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $201.53万 | 1.19% | 11,556 | -26 | -0.2% | -$4,534 | 减仓 |
| NYF | ISHARES TR | $206.16万 | 1.22% | 38,810 | -1,191 | -3.0% | -$6.33万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $206.54万 | 1.22% | 10,036 | -12,449 | -55.4% | -$256.20万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $231.71万 | 1.37% | 19,774 | 13,776 | 229.7% | $161.43万 | 加仓 |
| IJR | ISHARES TR | $267.45万 | 1.58% | 21,515 | -41,544 | -65.9% | -$516.43万 | 减仓 |
| BOND | PIMCO ETF TR | $276.28万 | 1.63% | 29,939 | -26,133 | -46.6% | -$241.16万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $376.97万 | 2.23% | 48,716 | 35,316 | 263.6% | $273.28万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $393.73万 | 2.33% | 51,441 | 955 | 1.9% | $7.31万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $407.57万 | 2.41% | 30,667 | 24,777 | 420.7% | $329.29万 | 加仓 |
| GLD | SPDR GOLD TR | $408.99万 | 2.42% | 9,505 | 201 | 2.2% | $8.65万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $411.01万 | 2.43% | 85,539 | 13,319 | 18.4% | $64.00万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $595.67万 | 3.52% | 102,384 | 53,494 | 109.4% | $311.23万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $704.35万 | 4.16% | 35,900 | 10,846 | 43.3% | $212.80万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $705.99万 | 4.17% | 135,950 | 89,815 | 194.7% | $466.41万 | 加仓 |
| IEMG | ISHARES INC | $778.18万 | 4.60% | 111,567 | 24,389 | 28.0% | $170.11万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $821.75万 | 4.86% | 18,813 | 6,118 | 48.2% | $267.23万 | 加仓 |
| AGG | ISHARES TR | $857.59万 | 5.07% | 86,390 | -16,672 | -16.2% | -$165.50万 | 减仓 |
| IEFA | ISHARES TR | $1,015.37万 | 6.00% | 112,158 | 26,525 | 31.0% | $240.13万 | 加仓 |
| IVV | ISHARES TR | $2,287.33万 | 13.52% | 35,017 | 562 | 1.6% | $36.71万 | 加仓 |