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 |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -10,735 | -100.0% | -$49.59万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -2,145 | -100.0% | -$45.29万 | 清仓 |
| XTEN | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -9,351 | -100.0% | -$42.88万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -3,572 | -100.0% | -$40.40万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -4,115 | -100.0% | -$39.07万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -6,729 | -100.0% | -$36.71万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -4,825 | -100.0% | -$35.87万 | 清仓 |
| — | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -11,526 | -100.0% | -$30.46万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -3,344 | -100.0% | -$30.23万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,913 | -100.0% | -$25.25万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,217 | -100.0% | -$23.35万 | 清仓 |
| KOPN | KOPIN CORP | $4.76万 | 0.02% | 10,622 | 10,622 | — | $4.76万 | 新建仓 |
| NMRK | NEWMARK GROUP INC | $15.49万 | 0.08% | 10,252 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $19.56万 | 0.10% | 16,651 | -2,741 | -14.1% | -$3.22万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $20.73万 | 0.11% | 8,820 | 8,820 | — | $20.73万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.76万 | 0.11% | 1,256 | -95 | -7.0% | -$1.57万 | 减仓 |
| MRK | MERCK & CO INC | $20.86万 | 0.11% | 1,506 | -246 | -14.0% | -$3.41万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $20.88万 | 0.11% | 4,143 | 4,143 | — | $20.88万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $20.96万 | 0.11% | 1,921 | 1,921 | — | $20.96万 | 新建仓 |
| ESGD | ISHARES TR | $21.60万 | 0.11% | 2,101 | -116 | -5.2% | -$1.19万 | 减仓 |
| KO | COCA COLA CO | $21.85万 | 0.11% | 2,689 | 53 | 2.0% | $4,307 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $22.97万 | 0.12% | 3,067 | 15 | 0.5% | $1,123 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $23.39万 | 0.12% | 1,822 | -243 | -11.8% | -$3.12万 | 减仓 |
| NUEM | NUSHARES ETF TR | $23.46万 | 0.12% | 5,529 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $24.11万 | 0.13% | 2,319 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $24.82万 | 0.13% | 6,741 | 2 | 0.0% | $74 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.38万 | 0.13% | 622 | 622 | — | $25.38万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $26.04万 | 0.14% | 3,005 | 0 | 0.0% | — | 不变 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $26.86万 | 0.14% | 4,205 | -44 | -1.0% | -$2,811 | 减仓 |
| NFLX | NETFLIX INC. | $27.17万 | 0.14% | 3,162 | 830 | 35.6% | $7.13万 | 加仓 |
| WFC | WELLS FARGO & CO | $27.81万 | 0.14% | 3,732 | 168 | 4.7% | $1.25万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.66万 | 0.15% | 1,211 | 3 | 0.2% | $710 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $29.30万 | 0.15% | 865 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $29.95万 | 0.16% | 16,629 | 0 | 0.0% | — | 不变 |
| CXW | CORECIVIC INC | $31.81万 | 0.17% | 10,470 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.57万 | 0.17% | 2,792 | 86 | 3.2% | $1.00万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $32.89万 | 0.17% | 9,165 | 52 | 0.6% | $1,866 | 加仓 |
| QCOM | QUALCOMM INC | $32.95万 | 0.17% | 1,783 | -215 | -10.8% | -$3.97万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $33.18万 | 0.17% | 7,089 | -1,895 | -21.1% | -$8.87万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.45万 | 0.17% | 9,100 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $34.24万 | 0.18% | 3,771 | 89 | 2.4% | $8,081 | 加仓 |
| BGC | BGC GROUP INC | $34.40万 | 0.18% | 32,180 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $34.58万 | 0.18% | 2,736 | 373 | 15.8% | $4.71万 | 加仓 |
| BAC | BANK OF AMER CORP | $35.83万 | 0.19% | 6,888 | 608 | 9.7% | $3.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $36.27万 | 0.19% | 528 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $36.67万 | 0.19% | 8,013 | 786 | 10.9% | $3.60万 | 加仓 |
| TJX | TJX COS INC NEW | $37.41万 | 0.19% | 1,750 | 1,750 | — | $37.41万 | 新建仓 |
| CMF | ISHARES TR | $37.46万 | 0.19% | 6,499 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $37.63万 | 0.20% | 4,706 | 48 | 1.0% | $3,839 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $38.08万 | 0.20% | 1,789 | -50 | -2.7% | -$1.06万 | 减仓 |
| IWF | ISHARES TR | $38.41万 | 0.20% | 3,093 | 1 | 0.0% | $124 | 加仓 |
| EAGG | ISHARES TR | $40.28万 | 0.21% | 8,497 | -284 | -3.2% | -$1.35万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $40.99万 | 0.21% | 1,202 | -94 | -7.3% | -$3.21万 | 减仓 |
| HD | HOME DEPOT INC | $41.09万 | 0.21% | 1,259 | 147 | 13.2% | $4.80万 | 加仓 |
| SPUS | TIDAL TRUST I | $41.35万 | 0.21% | 7,191 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $41.52万 | 0.22% | 650 | -400 | -38.1% | -$25.55万 | 减仓 |
| IWD | ISHARES TR | $41.62万 | 0.22% | 1,717 | 5 | 0.3% | $1,212 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $43.69万 | 0.23% | 5,658 | 78 | 1.4% | $6,022 | 加仓 |
| PFF | ISHARES TR | $44.67万 | 0.23% | 14,650 | 125 | 0.9% | $3,811 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $45.98万 | 0.24% | 6,456 | 95 | 1.5% | $6,766 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $46.00万 | 0.24% | 6,266 | 14 | 0.2% | $1,028 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $47.16万 | 0.25% | 5,939 | -51 | -0.9% | -$4,050 | 减仓 |
| TER | TERADYNE INC | $47.46万 | 0.25% | 981 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $47.80万 | 0.25% | 2,644 | -900 | -25.4% | -$16.27万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $48.41万 | 0.25% | 4,910 | -100 | -2.0% | -$9,859 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $51.65万 | 0.27% | 9,654 | -41 | -0.4% | -$2,194 | 减仓 |
| PG | PROCTER & GAMBLE CO | $52.24万 | 0.27% | 3,602 | 296 | 9.0% | $4.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.89万 | 0.27% | 1,016 | 136 | 15.5% | $7.08万 | 加仓 |
| NULV | NUSHARES ETF TR | $53.04万 | 0.28% | 10,610 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $53.33万 | 0.28% | 2,411 | 8 | 0.3% | $1,770 | 加仓 |
| ESML | ISHARES TR | $53.46万 | 0.28% | 9,559 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $53.60万 | 0.28% | 3,275 | -346 | -9.6% | -$5.66万 | 减仓 |
| NULG | NUSHARES ETF TR | $57.49万 | 0.30% | 4,911 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $57.53万 | 0.30% | 266 | -116 | -30.4% | -$25.09万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $57.84万 | 0.30% | 7,179 | 7,179 | — | $57.84万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $59.35万 | 0.31% | 2,800 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $62.54万 | 0.33% | 3,957 | -6 | -0.2% | -$948 | 减仓 |
| NOBL | PROSHARES TR | $62.60万 | 0.33% | 11,146 | 1,898 | 20.5% | $10.66万 | 加仓 |
| META | META PLATFORMS INC | $63.75万 | 0.33% | 1,134 | 112 | 11.0% | $6.30万 | 加仓 |
| XVV | ISHARES TR | $66.03万 | 0.34% | 11,627 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $68.97万 | 0.36% | 6,148 | 280 | 4.8% | $3.14万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $69.42万 | 0.36% | 14,790 | 40 | 0.3% | $1,878 | 加仓 |
| STLD | STEEL DYNAMICS INC | $71.36万 | 0.37% | 3,110 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $71.77万 | 0.37% | 27,062 | 3,602 | 15.4% | $9.55万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $72.46万 | 0.38% | 8,784 | 114 | 1.3% | $9,404 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $75.56万 | 0.39% | 10,908 | -1,693 | -13.4% | -$11.73万 | 减仓 |
| ABBV | ABBVIE INC | $79.19万 | 0.41% | 3,161 | -159 | -4.8% | -$3.98万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $79.66万 | 0.41% | 10,224 | -63 | -0.6% | -$4,908 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $80.86万 | 0.42% | 4,057 | 1,544 | 61.4% | $30.77万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $80.95万 | 0.42% | 3,471 | -349 | -9.1% | -$8.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $81.66万 | 0.42% | 2,501 | 141 | 6.0% | $4.60万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $83.52万 | 0.43% | 1,118 | -7 | -0.6% | -$5,229 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $92.19万 | 0.48% | 11,799 | 4,352 | 58.4% | $34.00万 | 重新持有 |
| MTB | M & T BK CORP | $92.32万 | 0.48% | 3,879 | 13 | 0.3% | $3,094 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $92.32万 | 0.48% | 3,639 | 201 | 5.8% | $5.10万 | 加仓 |
| WMT | WALMART INC | $92.35万 | 0.48% | 7,162 | 980 | 15.9% | $12.64万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $93.50万 | 0.49% | 5,366 | 53 | 1.0% | $9,235 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $95.90万 | 0.50% | 34,622 | -2,221 | -6.0% | -$6.15万 | 减仓 |
| APH | AMPHENOL CORP | $99.59万 | 0.52% | 5,702 | -274 | -4.6% | -$4.79万 | 减仓 |
| GOOG | ALPHABET INC | $103.07万 | 0.54% | 2,695 | 105 | 4.1% | $4.02万 | 加仓 |