Ergawealth Advisors, Inc.
OAK BROOK IL · SEC CIK 0001973209
$2.26亿2026Q1 申报市值
55持仓数
82.7%前十大占比 · 第一大 24.0%
5 / 3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
FTHI 加仓+$619.95万
CGGR 加仓+$191.09万
JMBS 新建仓+$160.40万
PYLD 新建仓+$154.40万
CGDV 加仓+$132.99万
2026Q1 卖出最多 按季末市值估算
JEPI 减仓-$73.09万
TFLO 清仓-$23.99万
JMST 清仓-$23.23万
KHC 清仓-$21.82万
KNG 减仓-$20.24万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -4,754 | -100.0% | -$23.99万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,559 | -100.0% | -$23.23万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -9,000 | -100.0% | -$21.82万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHY | ISHARES TR | $22.05万 | 0.10% | 2,671 | 60 | 2.3% | $4,954 | 加仓 |
| STIP | ISHARES TR | $22.16万 | 0.10% | 2,143 | -20 | -0.9% | -$2,069 | 减仓 |
| IAU | ISHARES GOLD TR | $22.23万 | 0.10% | 2,522 | -690 | -21.5% | -$6.08万 | 减仓 |
| ZROZ | PIMCO ETF TR | $23.56万 | 0.10% | 3,681 | 3,681 | — | $23.56万 | 新建仓 |
| KR | KROGER CO | $23.62万 | 0.10% | 3,264 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.34万 | 0.11% | 893 | 18 | 2.1% | $5,108 | 加仓 |
| MTUM | ISHARES TR | $26.36万 | 0.12% | 1,099 | 1 | 0.1% | $240 | 加仓 |
| LRGF | ISHARES TR | $27.03万 | 0.12% | 4,095 | -7 | -0.2% | -$462 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $27.09万 | 0.12% | 5,903 | 5,903 | — | $27.09万 | 新建仓 |
| AGG | ISHARES TR | $29.19万 | 0.13% | 2,940 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $29.22万 | 0.13% | 1,722 | -680 | -28.3% | -$11.54万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.72万 | 0.13% | 8,858 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $30.05万 | 0.13% | 7,369 | 0 | 0.0% | — | 不变 |
| HECA | ETF OPPORTUNITIES TRUST | $33.08万 | 0.15% | 11,459 | 11,459 | — | $33.08万 | 新建仓 |
| T | AT&T INC | $33.82万 | 0.15% | 11,667 | -299 | -2.5% | -$8,668 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $38.71万 | 0.17% | 6,973 | -2,873 | -29.2% | -$15.95万 | 减仓 |
| SMLF | ISHARES TR | $39.64万 | 0.18% | 5,252 | -2 | -0.0% | -$151 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $40.32万 | 0.18% | 15,780 | -5,101 | -24.4% | -$13.03万 | 减仓 |
| SPYI | NEOS ETF TRUST | $40.51万 | 0.18% | 8,205 | 1,157 | 16.4% | $5.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $40.74万 | 0.18% | 1,101 | -274 | -19.9% | -$10.14万 | 减仓 |
| IVV | ISHARES TR | $43.37万 | 0.19% | 664 | 72 | 12.2% | $4.70万 | 加仓 |
| CC | CHEMOURS CO | $44.28万 | 0.20% | 20,100 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $45.22万 | 0.20% | 4,405 | 74 | 1.7% | $7,597 | 加仓 |
| AMZN | AMAZON COM INC | $46.36万 | 0.20% | 2,226 | -100 | -4.3% | -$2.08万 | 减仓 |
| AMLP | ALPS ETF TR | $47.13万 | 0.21% | 8,954 | 243 | 2.8% | $1.28万 | 加仓 |
| — | PACER FDS TR | $51.18万 | 0.23% | 11,664 | -1,729 | -12.9% | -$7.59万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.23万 | 0.23% | 2,155 | 155 | 7.8% | $3.76万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $55.48万 | 0.25% | 11,390 | -4,156 | -26.7% | -$20.24万 | 减仓 |
| BAC | BANK AMERICA CORP | $62.67万 | 0.28% | 12,855 | 55 | 0.4% | $2,681 | 加仓 |
| F | FORD MTR CO | $86.59万 | 0.38% | 75,033 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $95.16万 | 0.42% | 33,985 | -1,159 | -3.3% | -$3.25万 | 减仓 |
| QUAL | ISHARES TR | $95.43万 | 0.42% | 4,975 | 9 | 0.2% | $1,726 | 加仓 |
| ABBV | ABBVIE INC | $111.27万 | 0.49% | 5,116 | 102 | 2.0% | $2.22万 | 加仓 |
| USMV | ISHARES TR | $113.60万 | 0.50% | 12,249 | 43 | 0.4% | $3,988 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $144.25万 | 0.64% | 4,500 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $154.40万 | 0.68% | 58,932 | 58,932 | — | $154.40万 | 新建仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $157.14万 | 0.69% | 59,817 | -4,825 | -7.5% | -$12.68万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $160.40万 | 0.71% | 35,503 | 35,503 | — | $160.40万 | 新建仓 |
| BUXX | EA SERIES TRUST | $168.23万 | 0.74% | 83,097 | 43,530 | 110.0% | $88.13万 | 加仓 |
| AAPL | APPLE INC | $183.22万 | 0.81% | 7,219 | 62 | 0.9% | $1.57万 | 加仓 |
| PALC | PACER FDS TR | $199.65万 | 0.88% | 38,536 | -628 | -1.6% | -$3.25万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $242.34万 | 1.07% | 61,460 | -179 | -0.3% | -$7,058 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $265.79万 | 1.18% | 52,516 | 8,429 | 19.1% | $42.66万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $323.60万 | 1.43% | 91,620 | -3,207 | -3.4% | -$11.33万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $351.50万 | 1.55% | 62,015 | -12,895 | -17.2% | -$73.09万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $369.30万 | 1.63% | 39,812 | -328 | -0.8% | -$3.04万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $438.23万 | 1.94% | 64,181 | -805 | -1.2% | -$5.50万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $549.25万 | 2.43% | 173,979 | 8,928 | 5.4% | $28.19万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $560.74万 | 2.48% | 166,046 | -1,477 | -0.9% | -$4.99万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,624.82万 | 7.18% | 422,910 | 28,186 | 7.1% | $108.29万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,627.17万 | 7.19% | 487,615 | 29,699 | 6.5% | $99.11万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $2,331.53万 | 10.31% | 794,117 | 45,009 | 6.0% | $132.15万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,697.10万 | 11.93% | 634,014 | 31,263 | 5.2% | $132.99万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $3,079.69万 | 13.62% | 766,282 | 47,547 | 6.6% | $191.09万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $5,433.38万 | 24.02% | 2,367,488 | 270,130 | 12.9% | $619.95万 | 加仓 |