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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,287.33万 | 13.52% | 35,017 | 562 | 1.6% | $36.71万 | 加仓 |
| IEFA | ISHARES TR | $1,015.37万 | 6.00% | 112,158 | 26,525 | 31.0% | $240.13万 | 加仓 |
| AGG | ISHARES TR | $857.59万 | 5.07% | 86,390 | -16,672 | -16.2% | -$165.50万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $821.75万 | 4.86% | 18,813 | 6,118 | 48.2% | $267.23万 | 加仓 |
| IEMG | ISHARES INC | $778.18万 | 4.60% | 111,567 | 24,389 | 28.0% | $170.11万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $705.99万 | 4.17% | 135,950 | 89,815 | 194.7% | $466.41万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $704.35万 | 4.16% | 35,900 | 10,846 | 43.3% | $212.80万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $595.67万 | 3.52% | 102,384 | 53,494 | 109.4% | $311.23万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $411.01万 | 2.43% | 85,539 | 13,319 | 18.4% | $64.00万 | 加仓 |
| GLD | SPDR GOLD TR | $408.99万 | 2.42% | 9,505 | 201 | 2.2% | $8.65万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $407.57万 | 2.41% | 30,667 | 24,777 | 420.7% | $329.29万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $393.73万 | 2.33% | 51,441 | 955 | 1.9% | $7.31万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $376.97万 | 2.23% | 48,716 | 35,316 | 263.6% | $273.28万 | 加仓 |
| BOND | PIMCO ETF TR | $276.28万 | 1.63% | 29,939 | -26,133 | -46.6% | -$241.16万 | 减仓 |
| IJR | ISHARES TR | $267.45万 | 1.58% | 21,515 | -41,544 | -65.9% | -$516.43万 | 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 |
| VXF | VANGUARD INDEX FDS | $206.54万 | 1.22% | 10,036 | -12,449 | -55.4% | -$256.20万 | 减仓 |
| NYF | ISHARES TR | $206.16万 | 1.22% | 38,810 | -1,191 | -3.0% | -$6.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $201.53万 | 1.19% | 11,556 | -26 | -0.2% | -$4,534 | 减仓 |
| AMZN | AMAZON COM INC | $186.98万 | 1.11% | 8,978 | 1,328 | 17.4% | $27.66万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $172.20万 | 1.02% | 67,161 | 1,073 | 1.6% | $2.75万 | 加仓 |
| SHLD | GLOBAL X FDS | $170.44万 | 1.01% | 24,060 | 18,382 | 323.7% | $130.22万 | 加仓 |
| WELL | WELLTOWER INC | $157.12万 | 0.93% | 7,947 | -154 | -1.9% | -$3.04万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $151.28万 | 0.89% | 8,110 | 163 | 2.1% | $3.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $149.95万 | 0.89% | 4,051 | 746 | 22.6% | $27.61万 | 加仓 |
| AVGO | BROADCOM INC | $149.06万 | 0.88% | 4,816 | 564 | 13.3% | $17.46万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $148.98万 | 0.88% | 64,159 | -71,978 | -52.9% | -$167.13万 | 减仓 |
| AAPL | APPLE INC | $115.27万 | 0.68% | 4,542 | 122 | 2.8% | $3.10万 | 加仓 |
| GOOGL | ALPHABET INC | $98.38万 | 0.58% | 3,421 | -48 | -1.4% | -$1.38万 | 减仓 |
| CSCO | CISCO SYS INC | $97.06万 | 0.57% | 12,510 | 403 | 3.3% | $3.13万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.60万 | 0.55% | 3,820 | 1,134 | 42.2% | $27.49万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $91.41万 | 0.54% | 5,313 | -782 | -12.8% | -$13.45万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $91.19万 | 0.54% | 36,843 | -1,609 | -4.2% | -$3.98万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $90.64万 | 0.54% | 12,601 | -4,083 | -24.5% | -$29.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $84.04万 | 0.50% | 3,438 | 130 | 3.9% | $3.18万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $80.66万 | 0.48% | 10,287 | 10,287 | — | $80.66万 | 新建仓 |
| MTB | M & T BK CORP | $79.91万 | 0.47% | 3,866 | 15 | 0.4% | $3,101 | 加仓 |
| WMT | WALMART INC | $76.83万 | 0.45% | 6,182 | -649 | -9.5% | -$8.07万 | 减仓 |
| APH | AMPHENOL CORP | $75.50万 | 0.45% | 5,976 | 3,046 | 104.0% | $38.48万 | 加仓 |
| GOOG | ALPHABET INC | $74.31万 | 0.44% | 2,590 | -23 | -0.9% | -$6,599 | 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 |
| ABBV | ABBVIE INC | $72.22万 | 0.43% | 3,320 | -55 | -1.6% | -$1.20万 | 减仓 |
| BA | BOEING CO | $70.54万 | 0.42% | 3,544 | 351 | 11.0% | $6.99万 | 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 |
| JPM | JPMORGAN CHASE & CO | $69.42万 | 0.41% | 2,360 | 168 | 7.7% | $4.94万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $66.68万 | 0.39% | 1,708 | 663 | 63.4% | $25.88万 | 加仓 |
| GLW | CORNING INC | $66.15万 | 0.39% | 4,865 | -378 | -7.2% | -$5.14万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $65.67万 | 0.39% | 8,670 | 8,670 | — | $65.67万 | 新建仓 |
| PYLD | PIMCO ETF TR | $61.47万 | 0.36% | 23,460 | 23,460 | — | $61.47万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.69万 | 0.35% | 3,963 | 120 | 3.1% | $1.78万 | 加仓 |
| META | META PLATFORMS INC | $58.45万 | 0.35% | 1,022 | -33 | -3.1% | -$1.89万 | 减仓 |
| XVV | ISHARES TR | $57.23万 | 0.34% | 11,627 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $56.22万 | 0.33% | 19,392 | -18,932 | -49.4% | -$54.88万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $55.98万 | 0.33% | 3,110 | -550 | -15.0% | -$9.90万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $54.87万 | 0.32% | 2,800 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $52.43万 | 0.31% | 5,580 | -202 | -3.5% | -$1.90万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $52.13万 | 0.31% | 9,695 | 9,695 | — | $52.13万 | 新建仓 |
| ESGU | ISHARES TR | $51.21万 | 0.30% | 3,621 | -490 | -11.9% | -$6.93万 | 减仓 |
| IUSB | ISHARES TR | $49.59万 | 0.29% | 10,735 | -39,801 | -78.8% | -$183.85万 | 减仓 |
| NOBL | PROSHARES TR | $49.02万 | 0.29% | 4,624 | 1,163 | 33.6% | $12.33万 | 加仓 |
| NULV | NUSHARES ETF TR | $48.28万 | 0.29% | 10,610 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $47.75万 | 0.28% | 3,306 | 1,414 | 74.7% | $20.42万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $46.04万 | 0.27% | 6,252 | 6,252 | — | $46.04万 | 新建仓 |
| IWN | ISHARES TR | $45.56万 | 0.27% | 2,403 | 6 | 0.3% | $1,138 | 加仓 |
| IVE | ISHARES TR | $45.29万 | 0.27% | 2,145 | -4,661 | -68.5% | -$98.42万 | 减仓 |
| ESML | ISHARES TR | $44.95万 | 0.27% | 9,559 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $44.66万 | 0.26% | 4,911 | -35 | -0.7% | -$3,183 | 减仓 |
| PFF | ISHARES TR | $44.04万 | 0.26% | 14,525 | -61,197 | -80.8% | -$185.55万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $42.98万 | 0.25% | 5,990 | 5,990 | — | $42.98万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $42.88万 | 0.25% | 9,351 | -8,518 | -47.7% | -$39.06万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $42.34万 | 0.25% | 5,010 | 5,010 | — | $42.34万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $42.18万 | 0.25% | 8,984 | -40,175 | -81.7% | -$188.61万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.17万 | 0.25% | 880 | 187 | 27.0% | $8.96万 | 加仓 |
| EAGG | ISHARES TR | $41.75万 | 0.25% | 8,781 | 3,452 | 64.8% | $16.41万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $41.52万 | 0.25% | 6,361 | 6,361 | — | $41.52万 | 新建仓 |
| IVW | ISHARES TR | $40.40万 | 0.24% | 3,572 | -14,140 | -79.8% | -$159.94万 | 减仓 |
| — | EXXON MOBIL CORP | $40.09万 | 0.24% | 2,363 | 342 | 16.9% | $5.80万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.58万 | 0.23% | 2,706 | 1,037 | 62.1% | $15.17万 | 加仓 |
| MBB | ISHARES TR | $39.07万 | 0.23% | 4,115 | -10,683 | -72.2% | -$101.43万 | 减仓 |
| RKLB | ROCKET LAB CORP | $37.68万 | 0.22% | 5,868 | -1,804 | -23.5% | -$11.59万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $37.67万 | 0.22% | 2,065 | 1,104 | 114.9% | $20.14万 | 加仓 |
| HYG | ISHARES TR | $37.06万 | 0.22% | 4,658 | -23,378 | -83.4% | -$186.00万 | 减仓 |
| CMF | ISHARES TR | $36.95万 | 0.22% | 6,499 | 1,764 | 37.3% | $10.03万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $36.71万 | 0.22% | 6,729 | -11,638 | -63.4% | -$63.49万 | 减仓 |
| IWD | ISHARES TR | $36.57万 | 0.22% | 1,712 | 7 | 0.4% | $1,495 | 加仓 |
| HD | HOME DEPOT INC | $36.57万 | 0.22% | 1,112 | 96 | 9.4% | $3.16万 | 加仓 |
| EFV | ISHARES TR | $35.87万 | 0.21% | 4,825 | -22,828 | -82.6% | -$169.71万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.29万 | 0.21% | 1,839 | -620 | -25.2% | -$11.90万 | 减仓 |
| SPUS | TIDAL TRUST I | $34.63万 | 0.20% | 7,191 | 748 | 11.6% | $3.60万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.43万 | 0.20% | 9,100 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $32.95万 | 0.19% | 773 | 1 | 0.1% | $426 | 加仓 |
| MINO | PIMCO ETF TR | $32.64万 | 0.19% | 7,227 | 2,101 | 41.0% | $9.49万 | 加仓 |
| ALAB | ASTERA LABS INC | $31.96万 | 0.19% | 2,916 | -493 | -14.5% | -$5.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $31.55万 | 0.19% | 528 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $31.47万 | 0.19% | 32,180 | -2,000 | -5.9% | -$1.96万 | 减仓 |
| BAC | BANK AMERICA CORP | $30.61万 | 0.18% | 6,280 | 891 | 16.5% | $4.34万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $30.46万 | 0.18% | 11,526 | -3,703 | -24.3% | -$9.79万 | 减仓 |
| OKE | ONEOK INC NEW | $30.23万 | 0.18% | 3,344 | -31 | -0.9% | -$2,802 | 减仓 |
| — | TIDAL TRUST I | $29.77万 | 0.18% | 16,629 | 2,685 | 19.3% | $4.81万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $29.11万 | 0.17% | 3,682 | 23 | 0.6% | $1,819 | 加仓 |