EQ WEALTH ADVISORS, LLC
DALLAS TX · SEC CIK 0002047572
$1.71亿2026Q1 申报市值
54持仓数
62.9%前十大占比 · 第一大 10.2%
0 / 203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
CGCB 加仓+$261.27万
PYLD 加仓+$178.33万
VCRM 加仓+$165.00万
CGMS 加仓+$119.74万
DFIV 加仓+$88.16万
2026Q1 卖出最多 按季末市值估算
SCHP 减仓-$222.60万
BNDX 减仓-$95.24万
IAU 减仓-$78.03万
ORCL 清仓-$25.46万
STIP 减仓-$18.18万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP COM | $0 | 0.00% | 0 | -1,306 | -100.0% | -$25.46万 | 清仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MFUS | PIMCO RAFI DYNAMIC MULTI-FACTOR U.S. EQUITY ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS COM | $0 | 0.00% | 0 | -1,300 | -100.0% | -$16.29万 | 清仓 |
| MTDR | MATADOR RES CO COM | $0 | 0.00% | 0 | -3,710 | -100.0% | -$15.75万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $0 | 0.00% | 0 | -393 | -100.0% | -$15.29万 | 清仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $0 | 0.00% | 0 | -6,408 | -100.0% | -$14.72万 | 清仓 |
| NVDA | NVIDIA CORPORATION COM | $0 | 0.00% | 0 | -768 | -100.0% | -$14.32万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -5,401 | -100.0% | -$13.45万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $0 | 0.00% | 0 | -1,275 | -100.0% | -$12.65万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $0 | 0.00% | 0 | -216 | -100.0% | -$12.32万 | 清仓 |
| PEP | PEPSICO INC COM | $0 | 0.00% | 0 | -834 | -100.0% | -$11.97万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $0 | 0.00% | 0 | -377 | -100.0% | -$11.69万 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | -1,625 | -100.0% | -$11.28万 | 清仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $0 | 0.00% | 0 | -349 | -100.0% | -$10.92万 | 清仓 |
| VTV | VANGUARD VALUE ETF | $0 | 0.00% | 0 | -560 | -100.0% | -$10.70万 | 清仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $0 | 0.00% | 0 | -1,125 | -100.0% | -$10.70万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM MINI TRUST ETF | $0 | 0.00% | 0 | -3,788 | -100.0% | -$10.63万 | 清仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $0 | 0.00% | 0 | -254 | -100.0% | -$10.48万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP COM | $0 | 0.00% | 0 | -345 | -100.0% | -$9.96万 | 清仓 |
| JNJ | JOHNSON & JOHNSON COM | $0 | 0.00% | 0 | -471 | -100.0% | -$9.75万 | 清仓 |
| GE | GE AEROSPACE COM NEW | $0 | 0.00% | 0 | -312 | -100.0% | -$9.61万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $0 | 0.00% | 0 | -324 | -100.0% | -$9.60万 | 清仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $0 | 0.00% | 0 | -135 | -100.0% | -$8.29万 | 清仓 |
| VDE | VANGUARD ENERGY ETF | $0 | 0.00% | 0 | -654 | -100.0% | -$8.24万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP COM | $0 | 0.00% | 0 | -800 | -100.0% | -$8.07万 | 清仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $0 | 0.00% | 0 | -3,365 | -100.0% | -$7.71万 | 清仓 |
| AEE | AMEREN CORP COM | $0 | 0.00% | 0 | -721 | -100.0% | -$7.20万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -2,880 | -100.0% | -$7.15万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -817 | -100.0% | -$7.01万 | 清仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $0 | 0.00% | 0 | -1,581 | -100.0% | -$6.98万 | 清仓 |
| AVGO | BROADCOM INC COM | $0 | 0.00% | 0 | -190 | -100.0% | -$6.58万 | 清仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $0 | 0.00% | 0 | -2,001 | -100.0% | -$6.52万 | 清仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $0 | 0.00% | 0 | -1,392 | -100.0% | -$6.22万 | 清仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -293 | -100.0% | -$6.16万 | 清仓 |
| OKE | ONEOK INC NEW COM | $0 | 0.00% | 0 | -810 | -100.0% | -$5.95万 | 清仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $0 | 0.00% | 0 | -604 | -100.0% | -$5.81万 | 清仓 |
| IVV | ISHARES CORE S&P 500 ETF | $0 | 0.00% | 0 | -81 | -100.0% | -$5.55万 | 清仓 |
| GEV | GE VERNOVA INC COM | $0 | 0.00% | 0 | -78 | -100.0% | -$5.10万 | 清仓 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $0 | 0.00% | 0 | -1,269 | -100.0% | -$4.86万 | 清仓 |
| NUV | NUVEEN MUN VALUE FD INC COM | $0 | 0.00% | 0 | -5,177 | -100.0% | -$4.69万 | 清仓 |
| MSTR | STRATEGY INC CL A NEW | $0 | 0.00% | 0 | -307 | -100.0% | -$4.66万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP COM | $0 | 0.00% | 0 | -96 | -100.0% | -$4.64万 | 清仓 |
| YUM | YUM BRANDS INC COM | $0 | 0.00% | 0 | -306 | -100.0% | -$4.63万 | 清仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -227 | -100.0% | -$4.35万 | 清仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $0 | 0.00% | 0 | -441 | -100.0% | -$4.25万 | 清仓 |
| WMT | WALMART INC COM | $0 | 0.00% | 0 | -370 | -100.0% | -$4.12万 | 清仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -373 | -100.0% | -$4.11万 | 清仓 |
| MMM | 3M CO COM | $0 | 0.00% | 0 | -250 | -100.0% | -$4.00万 | 清仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $0 | 0.00% | 0 | -328 | -100.0% | -$3.99万 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -709 | -100.0% | -$3.88万 | 清仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $0 | 0.00% | 0 | -98 | -100.0% | -$3.86万 | 清仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -80 | -100.0% | -$3.79万 | 清仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -852 | -100.0% | -$3.64万 | 清仓 |
| — | LXP INDUSTRIAL TRUST COM | $0 | 0.00% | 0 | -692 | -100.0% | -$3.43万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $0 | 0.00% | 0 | -600 | -100.0% | -$3.24万 | 清仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $0 | 0.00% | 0 | -594 | -100.0% | -$3.17万 | 清仓 |
| CSCO | CISCO SYS INC COM | $0 | 0.00% | 0 | -396 | -100.0% | -$3.05万 | 清仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $0 | 0.00% | 0 | -1,154 | -100.0% | -$3.04万 | 清仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $0 | 0.00% | 0 | -781 | -100.0% | -$2.99万 | 清仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -504 | -100.0% | -$2.88万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -706 | -100.0% | -$2.88万 | 清仓 |
| INTC | INTEL CORP COM | $0 | 0.00% | 0 | -647 | -100.0% | -$2.39万 | 清仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $0 | 0.00% | 0 | -348 | -100.0% | -$2.35万 | 清仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $0 | 0.00% | 0 | -68 | -100.0% | -$2.28万 | 清仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -892 | -100.0% | -$2.22万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $0 | 0.00% | 0 | -191 | -100.0% | -$2.20万 | 清仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -138 | -100.0% | -$1.99万 | 清仓 |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETF | $0 | 0.00% | 0 | -636 | -100.0% | -$1.98万 | 清仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $0 | 0.00% | 0 | -480 | -100.0% | -$1.98万 | 清仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $0 | 0.00% | 0 | -393 | -100.0% | -$1.98万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION COM | $0 | 0.00% | 0 | -485 | -100.0% | -$1.93万 | 清仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $0 | 0.00% | 0 | -669 | -100.0% | -$1.93万 | 清仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -122 | -100.0% | -$1.89万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. COM | $0 | 0.00% | 0 | -57 | -100.0% | -$1.84万 | 清仓 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | -256 | -100.0% | -$1.72万 | 清仓 |
| ORN | ORION GROUP HLDGS INC COM | $0 | 0.00% | 0 | -1,700 | -100.0% | -$1.69万 | 清仓 |
| DLX | DELUXE CORP COM | $0 | 0.00% | 0 | -732 | -100.0% | -$1.63万 | 清仓 |
| WFC | WELLS FARGO CO NEW COM | $0 | 0.00% | 0 | -170 | -100.0% | -$1.58万 | 清仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$1.55万 | 清仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $0 | 0.00% | 0 | -208 | -100.0% | -$1.54万 | 清仓 |
| SLB | SLB LIMITED COM STK | $0 | 0.00% | 0 | -400 | -100.0% | -$1.54万 | 清仓 |
| PM | PHILIP MORRIS INTL INC COM | $0 | 0.00% | 0 | -95 | -100.0% | -$1.52万 | 清仓 |
| XYZ | BLOCK INC CL A | $0 | 0.00% | 0 | -230 | -100.0% | -$1.50万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -482 | -100.0% | -$1.44万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $0 | 0.00% | 0 | -272 | -100.0% | -$1.44万 | 清仓 |
| FTNT | FORTINET INC COM | $0 | 0.00% | 0 | -180 | -100.0% | -$1.43万 | 清仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $0 | 0.00% | 0 | -157 | -100.0% | -$1.40万 | 清仓 |
| META | META PLATFORMS INC CL A | $0 | 0.00% | 0 | -21 | -100.0% | -$1.39万 | 清仓 |
| TFC | TRUIST FINL CORP COM | $0 | 0.00% | 0 | -265 | -100.0% | -$1.30万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $0 | 0.00% | 0 | -70 | -100.0% | -$1.30万 | 清仓 |
| MP | MP MATERIALS CORP COM CL A | $0 | 0.00% | 0 | -250 | -100.0% | -$1.26万 | 清仓 |
| — | STRATEGY INC SERIES A PERP PF | $0 | 0.00% | 0 | -151 | -100.0% | -$1.19万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -123 | -100.0% | -$1.18万 | 清仓 |
| XEL | XCEL ENERGY INC COM | $0 | 0.00% | 0 | -158 | -100.0% | -$1.17万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $0 | 0.00% | 0 | -144 | -100.0% | -$1.16万 | 清仓 |
| TJX | TJX COS INC NEW COM | $0 | 0.00% | 0 | -72 | -100.0% | -$1.11万 | 清仓 |
| CI | THE CIGNA GROUP COM | $0 | 0.00% | 0 | -40 | -100.0% | -$1.10万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL COM | $0 | 0.00% | 0 | -129 | -100.0% | -$1.08万 | 清仓 |
| AXP | AMERICAN EXPRESS CO COM | $0 | 0.00% | 0 | -29 | -100.0% | -$1.06万 | 清仓 |