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 |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | $29.30万 | 0.15% | 865 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.66万 | 0.15% | 1,211 | 3 | 0.2% | $710 | 加仓 |
| WFC | WELLS FARGO & CO | $27.81万 | 0.14% | 3,732 | 168 | 4.7% | $1.25万 | 加仓 |
| NFLX | NETFLIX INC. | $27.17万 | 0.14% | 3,162 | 830 | 35.6% | $7.13万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $26.86万 | 0.14% | 4,205 | -44 | -1.0% | -$2,811 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $26.04万 | 0.14% | 3,005 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $25.38万 | 0.13% | 622 | 622 | — | $25.38万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $24.82万 | 0.13% | 6,741 | 2 | 0.0% | $74 | 加仓 |
| MOAT | VANECK ETF TRUST | $24.11万 | 0.13% | 2,319 | 0 | 0.0% | — | 不变 |
| NUEM | NUSHARES ETF TR | $23.46万 | 0.12% | 5,529 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $23.39万 | 0.12% | 1,822 | -243 | -11.8% | -$3.12万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $22.97万 | 0.12% | 3,067 | 15 | 0.5% | $1,123 | 加仓 |
| KO | COCA COLA CO | $21.85万 | 0.11% | 2,689 | 53 | 2.0% | $4,307 | 加仓 |
| ESGD | ISHARES TR | $21.60万 | 0.11% | 2,101 | -116 | -5.2% | -$1.19万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $20.96万 | 0.11% | 1,921 | 1,921 | — | $20.96万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $20.88万 | 0.11% | 4,143 | 4,143 | — | $20.88万 | 新建仓 |
| MRK | MERCK & CO INC | $20.86万 | 0.11% | 1,506 | -246 | -14.0% | -$3.41万 | 减仓 |
| CVX | CHEVRON CORPORATION | $20.76万 | 0.11% | 1,256 | -95 | -7.0% | -$1.57万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $20.73万 | 0.11% | 8,820 | 8,820 | — | $20.73万 | 新建仓 |
| T | AT&T INC | $19.56万 | 0.10% | 16,651 | -2,741 | -14.1% | -$3.22万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $15.49万 | 0.08% | 10,252 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $4.76万 | 0.02% | 10,622 | 10,622 | — | $4.76万 | 新建仓 |
| 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 |