Emergent Wealth Advisors, LLC
WILLIAMSVILLE NY · SEC CIK 0001799880
$1.92亿2026Q2 申报市值
122持仓数
51.8%前十大占比 · 第一大 13.8%
7 / 11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
IEFA 加仓+$95.17万
VUG 加仓+$72.57万
BLCR 新建仓+$57.84万
IVV 加仓+$57.48万
VTV 加仓+$51.22万
2026Q2 卖出最多 按季末市值估算
IUSB 清仓-$49.59万
IVE 清仓-$45.29万
XTEN 清仓-$42.88万
IVW 清仓-$40.40万
MBB 清仓-$39.07万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ALAB | ASTERA LABS INC | $104.38万 | 0.54% | 2,261 | -655 | -22.5% | -$30.24万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $115.05万 | 0.60% | 49,741 | -14,418 | -22.5% | -$33.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $120.50万 | 0.63% | 1,579 | -129 | -7.6% | -$9.84万 | 减仓 |
| GLW | CORNING INC | $122.18万 | 0.63% | 4,783 | -82 | -1.7% | -$2.09万 | 减仓 |
| GOOGL | ALPHABET INC | $129.97万 | 0.68% | 3,486 | 65 | 1.9% | $2.42万 | 加仓 |
| AAPL | APPLE INC | $139.55万 | 0.73% | 4,816 | 274 | 6.0% | $7.94万 | 加仓 |
| CSCO | CISCO SYS INC | $149.14万 | 0.78% | 12,732 | 222 | 1.8% | $2.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $169.59万 | 0.88% | 4,463 | 412 | 10.2% | $15.66万 | 加仓 |
| WELL | WELLTOWER INC | $181.91万 | 0.95% | 8,069 | 122 | 1.5% | $2.75万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $188.26万 | 0.98% | 8,473 | 363 | 4.5% | $8.07万 | 加仓 |
| SHLD | GLOBAL X FDS | $188.43万 | 0.98% | 29,550 | 5,490 | 22.8% | $35.01万 | 加仓 |
| AVGO | BROADCOM INC | $199.01万 | 1.03% | 5,214 | 398 | 8.3% | $15.19万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $200.52万 | 1.04% | 68,459 | 1,298 | 1.9% | $3.80万 | 加仓 |
| NYF | ISHARES TR | $205.15万 | 1.07% | 38,057 | -753 | -1.9% | -$4.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $230.95万 | 1.20% | 11,350 | -206 | -1.8% | -$4.19万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $237.85万 | 1.24% | 9,998 | -38 | -0.4% | -$9,040 | 减仓 |
| AMZN | AMAZON COM INC | $245.99万 | 1.28% | 9,918 | 940 | 10.5% | $23.31万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $265.37万 | 1.38% | 19,698 | -76 | -0.4% | -$1.02万 | 减仓 |
| BOND | PIMCO ETF TR | $280.10万 | 1.46% | 30,377 | 438 | 1.5% | $4.04万 | 加仓 |
| IJR | ISHARES TR | $318.11万 | 1.65% | 21,396 | -119 | -0.6% | -$1.77万 | 减仓 |
| GLD | SPDR GOLD TR | $337.36万 | 1.75% | 9,471 | -34 | -0.4% | -$1.21万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $411.97万 | 2.14% | 53,894 | 5,178 | 10.6% | $39.58万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $449.72万 | 2.34% | 92,926 | 7,387 | 8.6% | $35.75万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $458.28万 | 2.38% | 51,856 | 415 | 0.8% | $3.67万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $498.02万 | 2.59% | 28,588 | -2,079 | -6.8% | -$36.22万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $721.13万 | 3.75% | 105,471 | 3,087 | 3.0% | $21.11万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $740.13万 | 3.85% | 141,159 | 5,209 | 3.8% | $27.31万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $835.06万 | 4.34% | 38,246 | 2,346 | 6.5% | $51.22万 | 加仓 |
| AGG | ISHARES TR | $897.89万 | 4.67% | 91,216 | 4,826 | 5.6% | $47.51万 | 加仓 |
| IEMG | ISHARES INC | $938.81万 | 4.88% | 114,971 | 3,404 | 3.1% | $27.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,051.13万 | 5.46% | 121,249 | 8,371 | 7.4% | $72.57万 | 加仓 |
| IEFA | ISHARES TR | $1,177.84万 | 6.12% | 122,017 | 9,859 | 8.8% | $95.17万 | 加仓 |
| IVV | ISHARES TR | $2,654.52万 | 13.80% | 35,792 | 775 | 2.2% | $57.48万 | 加仓 |