Ergawealth Advisors, Inc.
OAK BROOK IL · SEC CIK 0001973209
$2.58亿2026Q2 申报市值
54持仓数
85.4%前十大占比 · 第一大 24.5%
2 / 4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
FTHI 加仓+$672.04万
CGGR 加仓+$144.71万
CGMM 加仓+$70.91万
CIEN 新建仓+$51.07万
CGUS 加仓+$38.05万
2026Q2 卖出最多 按季末市值估算
JEPI 减仓-$100.31万
BUFR 减仓-$82.67万
BUFQ 减仓-$58.83万
JPST 减仓-$35.95万
F 减仓-$34.75万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FTHI | FIRST TR EXCHANGE TRADED FD | $6,318.50万 | 24.54% | 2,649,267 | 281,779 | 11.9% | $672.04万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $3,761.56万 | 14.61% | 796,941 | 30,659 | 4.0% | $144.71万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,157.05万 | 12.26% | 640,634 | 6,620 | 1.0% | $32.62万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $2,689.11万 | 10.44% | 815,624 | 21,507 | 2.7% | $70.91万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,096.37万 | 8.14% | 495,244 | 7,629 | 1.6% | $32.29万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,919.15万 | 7.45% | 431,464 | 8,554 | 2.0% | $38.05万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $660.24万 | 2.56% | 176,253 | 2,274 | 1.3% | $8.52万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $523.89万 | 2.03% | 143,415 | -22,631 | -13.6% | -$82.67万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $506.42万 | 1.97% | 62,474 | -1,707 | -2.7% | -$13.84万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $368.68万 | 1.43% | 39,255 | -557 | -1.4% | -$5.23万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $300.97万 | 1.17% | 76,640 | -14,980 | -16.4% | -$58.83万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $264.79万 | 1.03% | 61,380 | -80 | -0.1% | -$3,451 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $249.95万 | 0.97% | 44,255 | -17,760 | -28.6% | -$100.31万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $229.63万 | 0.89% | 45,408 | -7,108 | -13.5% | -$35.95万 | 减仓 |
| PALC | PACER FDS TR | $219.23万 | 0.85% | 36,690 | -1,846 | -4.8% | -$11.03万 | 减仓 |
| AAPL | APPLE INC | $194.75万 | 0.76% | 6,730 | -489 | -6.8% | -$14.15万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $159.07万 | 0.62% | 35,358 | -145 | -0.4% | -$6,524 | 减仓 |
| PYLD | PIMCO ETF TR | $155.88万 | 0.61% | 58,777 | -155 | -0.3% | -$4,111 | 减仓 |
| BUXX | EA SERIES TRUST | $155.36万 | 0.60% | 76,761 | -6,336 | -7.6% | -$12.82万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $154.94万 | 0.60% | 4,500 | 0 | 0.0% | — | 不变 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $146.20万 | 0.57% | 52,346 | -7,471 | -12.5% | -$20.87万 | 减仓 |
| ABBV | ABBVIE INC | $128.75万 | 0.50% | 5,116 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $118.42万 | 0.46% | 12,277 | 28 | 0.2% | $2,701 | 加仓 |
| QUAL | ISHARES TR | $109.32万 | 0.42% | 4,982 | 7 | 0.1% | $1,536 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $86.70万 | 0.34% | 29,171 | -4,814 | -14.2% | -$14.31万 | 减仓 |
| BAC | BANK OF AMER CORP | $73.25万 | 0.28% | 12,855 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $69.55万 | 0.27% | 50,033 | -25,000 | -33.3% | -$34.75万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $60.60万 | 0.24% | 2,155 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $51.07万 | 0.20% | 1,041 | 1,041 | — | $51.07万 | 新建仓 |
| IVV | ISHARES TR | $49.73万 | 0.19% | 664 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $46.89万 | 0.18% | 5,261 | 9 | 0.2% | $802 | 加仓 |
| AMZN | AMAZON COM INC | $45.90万 | 0.18% | 1,926 | -300 | -13.5% | -$7.15万 | 减仓 |
| AMLP | ALPS ETF TR | $44.48万 | 0.17% | 8,579 | -375 | -4.2% | -$1.94万 | 减仓 |
| SPYI | NEOS ETF TRUST | $44.35万 | 0.17% | 8,353 | 148 | 1.8% | $7,858 | 加仓 |
| CC | CHEMOURS CO | $41.25万 | 0.16% | 20,100 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $40.50万 | 0.16% | 1,086 | -15 | -1.4% | -$5,594 | 减仓 |
| ABT | ABBOTT LABORATORIES | $39.65万 | 0.15% | 4,370 | -35 | -0.8% | -$3,176 | 减仓 |
| MTUM | ISHARES TR | $37.68万 | 0.15% | 1,099 | 0 | 0.0% | — | 不变 |
| HECA | ETF OPPORTUNITIES TRUST | $33.19万 | 0.13% | 12,159 | 700 | 6.1% | $1.91万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $32.05万 | 0.12% | 7,369 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $30.99万 | 0.12% | 4,097 | 2 | 0.0% | $151 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $30.65万 | 0.12% | 8,858 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $28.75万 | 0.11% | 2,905 | -35 | -1.2% | -$3,464 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $28.66万 | 0.11% | 9,749 | -6,031 | -38.2% | -$17.73万 | 减仓 |
| — | PACER FDS TR | $28.59万 | 0.11% | 5,572 | -6,092 | -52.2% | -$31.25万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $26.75万 | 0.10% | 5,900 | -3 | -0.1% | -$136 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $26.07万 | 0.10% | 5,162 | -6,228 | -54.7% | -$31.45万 | 减仓 |
| LLY | ELI LILLY & CO | $25.67万 | 0.10% | 214 | 13 | 6.5% | $1.56万 | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.85万 | 0.10% | 4,043 | -2,930 | -42.0% | -$18.01万 | 减仓 |
| — | EXXON MOBIL CORP | $24.48万 | 0.10% | 1,790 | 68 | 3.9% | $9,299 | 加仓 |
| ZROZ | PIMCO ETF TR | $23.60万 | 0.09% | 3,681 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $22.89万 | 0.09% | 4,061 | 4,061 | — | $22.89万 | 新建仓 |
| SHY | ISHARES TR | $21.93万 | 0.09% | 2,671 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $21.89万 | 0.09% | 2,143 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $0 | 0.00% | 0 | -11,667 | -100.0% | -$33.82万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -893 | -100.0% | -$25.34万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,264 | -100.0% | -$23.62万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,522 | -100.0% | -$22.23万 | 清仓 |