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 |
|---|---|---|---|---|---|---|---|---|
| TER | TERADYNE INC | $29.08万 | 0.17% | 981 | -224 | -18.6% | -$6.64万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $28.40万 | 0.17% | 1,050 | -200 | -16.0% | -$5.41万 | 减仓 |
| WFC | WELLS FARGO & CO | $28.37万 | 0.17% | 3,564 | 353 | 11.0% | $2.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.96万 | 0.17% | 1,351 | 1,351 | — | $27.96万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $26.50万 | 0.16% | 9,113 | -68 | -0.7% | -$1,977 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.98万 | 0.15% | 1,208 | 1,208 | — | $25.98万 | 新建仓 |
| QCOM | QUALCOMM INC | $25.73万 | 0.15% | 1,998 | -100 | -4.8% | -$1.29万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $25.53万 | 0.15% | 865 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $25.25万 | 0.15% | 1,913 | 1,913 | — | $25.25万 | 新建仓 |
| SNDK | SANDISK CORP | $24.27万 | 0.14% | 382 | 382 | — | $24.27万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $23.64万 | 0.14% | 3,005 | -15 | -0.5% | -$1,180 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $23.45万 | 0.14% | 2,513 | 2,513 | — | $23.45万 | 新建仓 |
| QUAL | ISHARES TR | $23.35万 | 0.14% | 1,217 | -8,943 | -88.0% | -$171.57万 | 减仓 |
| MOAT | VANECK ETF TRUST | $22.42万 | 0.13% | 2,319 | -235 | -9.2% | -$2.27万 | 减仓 |
| NFLX | NETFLIX INC. | $22.42万 | 0.13% | 2,332 | 2,332 | — | $22.42万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $22.32万 | 0.13% | 3,052 | -223 | -6.8% | -$1.63万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $22.20万 | 0.13% | 6,739 | -75 | -1.1% | -$2,471 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $22.11万 | 0.13% | 4,249 | 4,249 | — | $22.11万 | 新建仓 |
| ESGD | ISHARES TR | $21.20万 | 0.13% | 2,217 | -61 | -2.7% | -$5,833 | 减仓 |
| MRK | MERCK & CO INC | $21.07万 | 0.12% | 1,752 | -514 | -22.7% | -$6.18万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $20.78万 | 0.12% | 1,296 | -108 | -7.7% | -$1.73万 | 减仓 |
| NUEM | NUSHARES ETF TR | $20.31万 | 0.12% | 5,529 | -363 | -6.2% | -$1.33万 | 减仓 |
| KO | COCA COLA CO | $20.04万 | 0.12% | 2,636 | -463 | -14.9% | -$3.52万 | 重新持有 |
| CXW | CORECIVIC INC | $19.80万 | 0.12% | 10,470 | 10,470 | — | $19.80万 | 新建仓 |
| NMRK | NEWMARK GROUP INC | $15.37万 | 0.09% | 10,252 | -927 | -8.3% | -$1.39万 | 减仓 |
| 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 |