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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,654.52万 | 13.80% | 35,792 | 775 | 2.2% | $57.48万 | 加仓 |
| IEFA | ISHARES TR | $1,177.84万 | 6.12% | 122,017 | 9,859 | 8.8% | $95.17万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,051.13万 | 5.46% | 121,249 | 8,371 | 7.4% | $72.57万 | 加仓 |
| IEMG | ISHARES INC | $938.81万 | 4.88% | 114,971 | 3,404 | 3.1% | $27.80万 | 加仓 |
| AGG | ISHARES TR | $897.89万 | 4.67% | 91,216 | 4,826 | 5.6% | $47.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $835.06万 | 4.34% | 38,246 | 2,346 | 6.5% | $51.22万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $740.13万 | 3.85% | 141,159 | 5,209 | 3.8% | $27.31万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $721.13万 | 3.75% | 105,471 | 3,087 | 3.0% | $21.11万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $498.02万 | 2.59% | 28,588 | -2,079 | -6.8% | -$36.22万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $458.28万 | 2.38% | 51,856 | 415 | 0.8% | $3.67万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $449.72万 | 2.34% | 92,926 | 7,387 | 8.6% | $35.75万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $411.97万 | 2.14% | 53,894 | 5,178 | 10.6% | $39.58万 | 加仓 |
| GLD | SPDR GOLD TR | $337.36万 | 1.75% | 9,471 | -34 | -0.4% | -$1.21万 | 减仓 |
| IJR | ISHARES TR | $318.11万 | 1.65% | 21,396 | -119 | -0.6% | -$1.77万 | 减仓 |
| BOND | PIMCO ETF TR | $280.10万 | 1.46% | 30,377 | 438 | 1.5% | $4.04万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $265.37万 | 1.38% | 19,698 | -76 | -0.4% | -$1.02万 | 减仓 |
| AMZN | AMAZON COM INC | $245.99万 | 1.28% | 9,918 | 940 | 10.5% | $23.31万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $237.85万 | 1.24% | 9,998 | -38 | -0.4% | -$9,040 | 减仓 |
| NVDA | NVIDIA CORPORATION | $230.95万 | 1.20% | 11,350 | -206 | -1.8% | -$4.19万 | 减仓 |
| NYF | ISHARES TR | $205.15万 | 1.07% | 38,057 | -753 | -1.9% | -$4.06万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $200.52万 | 1.04% | 68,459 | 1,298 | 1.9% | $3.80万 | 加仓 |
| AVGO | BROADCOM INC | $199.01万 | 1.03% | 5,214 | 398 | 8.3% | $15.19万 | 加仓 |
| SHLD | GLOBAL X FDS | $188.43万 | 0.98% | 29,550 | 5,490 | 22.8% | $35.01万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $188.26万 | 0.98% | 8,473 | 363 | 4.5% | $8.07万 | 加仓 |
| WELL | WELLTOWER INC | $181.91万 | 0.95% | 8,069 | 122 | 1.5% | $2.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $169.59万 | 0.88% | 4,463 | 412 | 10.2% | $15.66万 | 加仓 |
| CSCO | CISCO SYS INC | $149.14万 | 0.78% | 12,732 | 222 | 1.8% | $2.60万 | 加仓 |
| AAPL | APPLE INC | $139.55万 | 0.73% | 4,816 | 274 | 6.0% | $7.94万 | 加仓 |
| GOOGL | ALPHABET INC | $129.97万 | 0.68% | 3,486 | 65 | 1.9% | $2.42万 | 加仓 |
| GLW | CORNING INC | $122.18万 | 0.63% | 4,783 | -82 | -1.7% | -$2.09万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $120.50万 | 0.63% | 1,579 | -129 | -7.6% | -$9.84万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $115.05万 | 0.60% | 49,741 | -14,418 | -22.5% | -$33.35万 | 减仓 |
| ALAB | ASTERA LABS INC | $104.38万 | 0.54% | 2,261 | -655 | -22.5% | -$30.24万 | 减仓 |
| GOOG | ALPHABET INC | $103.07万 | 0.54% | 2,695 | 105 | 4.1% | $4.02万 | 加仓 |
| APH | AMPHENOL CORP | $99.59万 | 0.52% | 5,702 | -274 | -4.6% | -$4.79万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $95.90万 | 0.50% | 34,622 | -2,221 | -6.0% | -$6.15万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $93.50万 | 0.49% | 5,366 | 53 | 1.0% | $9,235 | 加仓 |
| WMT | WALMART INC | $92.35万 | 0.48% | 7,162 | 980 | 15.9% | $12.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $92.32万 | 0.48% | 3,639 | 201 | 5.8% | $5.10万 | 加仓 |
| MTB | M & T BK CORP | $92.32万 | 0.48% | 3,879 | 13 | 0.3% | $3,094 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $92.19万 | 0.48% | 11,799 | 4,352 | 58.4% | $34.00万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $83.52万 | 0.43% | 1,118 | -7 | -0.6% | -$5,229 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $81.66万 | 0.42% | 2,501 | 141 | 6.0% | $4.60万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $80.95万 | 0.42% | 3,471 | -349 | -9.1% | -$8.14万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $80.86万 | 0.42% | 4,057 | 1,544 | 61.4% | $30.77万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $79.66万 | 0.41% | 10,224 | -63 | -0.6% | -$4,908 | 减仓 |
| ABBV | ABBVIE INC | $79.19万 | 0.41% | 3,161 | -159 | -4.8% | -$3.98万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $75.56万 | 0.39% | 10,908 | -1,693 | -13.4% | -$11.73万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $72.46万 | 0.38% | 8,784 | 114 | 1.3% | $9,404 | 加仓 |
| PYLD | PIMCO ETF TR | $71.77万 | 0.37% | 27,062 | 3,602 | 15.4% | $9.55万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $71.36万 | 0.37% | 3,110 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $69.42万 | 0.36% | 14,790 | 40 | 0.3% | $1,878 | 加仓 |
| RKLB | ROCKET LAB CORP | $68.97万 | 0.36% | 6,148 | 280 | 4.8% | $3.14万 | 加仓 |
| XVV | ISHARES TR | $66.03万 | 0.34% | 11,627 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $63.75万 | 0.33% | 1,134 | 112 | 11.0% | $6.30万 | 加仓 |
| NOBL | PROSHARES TR | $62.60万 | 0.33% | 11,146 | 1,898 | 20.5% | $10.66万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $62.54万 | 0.33% | 3,957 | -6 | -0.2% | -$948 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $59.35万 | 0.31% | 2,800 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $57.84万 | 0.30% | 7,179 | 7,179 | — | $57.84万 | 新建仓 |
| SNDK | SANDISK CORP | $57.53万 | 0.30% | 266 | -116 | -30.4% | -$25.09万 | 减仓 |
| NULG | NUSHARES ETF TR | $57.49万 | 0.30% | 4,911 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $53.60万 | 0.28% | 3,275 | -346 | -9.6% | -$5.66万 | 减仓 |
| ESML | ISHARES TR | $53.46万 | 0.28% | 9,559 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $53.33万 | 0.28% | 2,411 | 8 | 0.3% | $1,770 | 加仓 |
| NULV | NUSHARES ETF TR | $53.04万 | 0.28% | 10,610 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.89万 | 0.27% | 1,016 | 136 | 15.5% | $7.08万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $52.24万 | 0.27% | 3,602 | 296 | 9.0% | $4.29万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $51.65万 | 0.27% | 9,654 | -41 | -0.4% | -$2,194 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $48.41万 | 0.25% | 4,910 | -100 | -2.0% | -$9,859 | 减仓 |
| BA | BOEING CO | $47.80万 | 0.25% | 2,644 | -900 | -25.4% | -$16.27万 | 减仓 |
| TER | TERADYNE INC | $47.46万 | 0.25% | 981 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $47.16万 | 0.25% | 5,939 | -51 | -0.9% | -$4,050 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $46.00万 | 0.24% | 6,266 | 14 | 0.2% | $1,028 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $45.98万 | 0.24% | 6,456 | 95 | 1.5% | $6,766 | 加仓 |
| PFF | ISHARES TR | $44.67万 | 0.23% | 14,650 | 125 | 0.9% | $3,811 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $43.69万 | 0.23% | 5,658 | 78 | 1.4% | $6,022 | 加仓 |
| IWD | ISHARES TR | $41.62万 | 0.22% | 1,717 | 5 | 0.3% | $1,212 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $41.52万 | 0.22% | 650 | -400 | -38.1% | -$25.55万 | 减仓 |
| SPUS | TIDAL TRUST I | $41.35万 | 0.21% | 7,191 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $41.09万 | 0.21% | 1,259 | 147 | 13.2% | $4.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $40.99万 | 0.21% | 1,202 | -94 | -7.3% | -$3.21万 | 减仓 |
| EAGG | ISHARES TR | $40.28万 | 0.21% | 8,497 | -284 | -3.2% | -$1.35万 | 减仓 |
| IWF | ISHARES TR | $38.41万 | 0.20% | 3,093 | 1 | 0.0% | $124 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $38.08万 | 0.20% | 1,789 | -50 | -2.7% | -$1.06万 | 减仓 |
| HYG | ISHARES TR | $37.63万 | 0.20% | 4,706 | 48 | 1.0% | $3,839 | 加仓 |
| CMF | ISHARES TR | $37.46万 | 0.19% | 6,499 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $37.41万 | 0.19% | 1,750 | 1,750 | — | $37.41万 | 新建仓 |
| MINO | PIMCO ETF TR | $36.67万 | 0.19% | 8,013 | 786 | 10.9% | $3.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $36.27万 | 0.19% | 528 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $35.83万 | 0.19% | 6,888 | 608 | 9.7% | $3.16万 | 加仓 |
| — | EXXON MOBIL CORP | $34.58万 | 0.18% | 2,736 | 373 | 15.8% | $4.71万 | 加仓 |
| BGC | BGC GROUP INC | $34.40万 | 0.18% | 32,180 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $34.24万 | 0.18% | 3,771 | 89 | 2.4% | $8,081 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.45万 | 0.17% | 9,100 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $33.18万 | 0.17% | 7,089 | -1,895 | -21.1% | -$8.87万 | 减仓 |
| QCOM | QUALCOMM INC | $32.95万 | 0.17% | 1,783 | -215 | -10.8% | -$3.97万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $32.89万 | 0.17% | 9,165 | 52 | 0.6% | $1,866 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.57万 | 0.17% | 2,792 | 86 | 3.2% | $1.00万 | 加仓 |
| CXW | CORECIVIC INC | $31.81万 | 0.17% | 10,470 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $29.95万 | 0.16% | 16,629 | 0 | 0.0% | — | 不变 |