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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| PNW | PINNACLE WEST CAP CORP COM | $0 | 0.00% | 0 | -118 | -100.0% | -$1.05万 | 清仓 |
| GD | GENERAL DYNAMICS CORP COM | $0 | 0.00% | 0 | -31 | -100.0% | -$1.04万 | 清仓 |
| — | DUPONT DE NEMOURS INC COM | $0 | 0.00% | 0 | -256 | -100.0% | -$1.03万 | 清仓 |
| PRU | PRUDENTIAL FINL INC COM | $0 | 0.00% | 0 | -89 | -100.0% | -$1.01万 | 清仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $0 | 0.00% | 0 | -285 | -100.0% | -$1.01万 | 清仓 |
| WMB | WILLIAMS COS INC COM | $0 | 0.00% | 0 | -167 | -100.0% | -$1.00万 | 清仓 |
| KMI | KINDER MORGAN INC DEL COM | $0 | 0.00% | 0 | -364 | -100.0% | -$1.00万 | 清仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $0 | 0.00% | 0 | -134 | -100.0% | -$9,905 | 清仓 |
| ALL | ALLSTATE CORP COM | $0 | 0.00% | 0 | -47 | -100.0% | -$9,783 | 清仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $0 | 0.00% | 0 | -419 | -100.0% | -$9,767 | 清仓 |
| EMR | EMERSON ELEC CO COM | $0 | 0.00% | 0 | -73 | -100.0% | -$9,689 | 清仓 |
| GILD | GILEAD SCIENCES INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$9,451 | 清仓 |
| LITE | LUMENTUM HLDGS INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$9,215 | 清仓 |
| EDV | VANGUARD EXTENDED DURATION TREASURY ETF | $0 | 0.00% | 0 | -141 | -100.0% | -$9,166 | 清仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTURE COM | $0 | 0.00% | 0 | -350 | -100.0% | -$8,992 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $0 | 0.00% | 0 | -374 | -100.0% | -$8,983 | 清仓 |
| DLR | DIGITAL RLTY TR INC COM | $0 | 0.00% | 0 | -57 | -100.0% | -$8,818 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $0 | 0.00% | 0 | -104 | -100.0% | -$8,530 | 清仓 |
| WELL | WELLTOWER INC COM | $0 | 0.00% | 0 | -45 | -100.0% | -$8,352 | 清仓 |
| HAS | HASBRO INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$8,200 | 清仓 |
| PGR | PROGRESSIVE CORP COM | $0 | 0.00% | 0 | -33 | -100.0% | -$7,515 | 清仓 |
| BLK | BLACKROCK INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$7,492 | 清仓 |
| VTRS | VIATRIS INC COM | $0 | 0.00% | 0 | -597 | -100.0% | -$7,427 | 清仓 |
| FCX | FREEPORT-MCMORAN INC CL B | $0 | 0.00% | 0 | -146 | -100.0% | -$7,415 | 清仓 |
| O | REALTY INCOME CORP COM | $0 | 0.00% | 0 | -130 | -100.0% | -$7,328 | 清仓 |
| HD | HOME DEPOT INC COM | $0 | 0.00% | 0 | -21 | -100.0% | -$7,226 | 清仓 |
| PCG | PG&E CORP COM | $0 | 0.00% | 0 | -430 | -100.0% | -$6,910 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $0 | 0.00% | 0 | -75 | -100.0% | -$6,616 | 清仓 |
| MRK | MERCK & CO INC COM | $0 | 0.00% | 0 | -62 | -100.0% | -$6,526 | 清仓 |
| — | NET POWER INC COM CL A | $0 | 0.00% | 0 | -2,786 | -100.0% | -$6,352 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $0 | 0.00% | 0 | -22 | -100.0% | -$6,059 | 清仓 |
| PG | PROCTER AND GAMBLE CO COM | $0 | 0.00% | 0 | -42 | -100.0% | -$6,019 | 清仓 |
| DOW | DOW INC COM | $0 | 0.00% | 0 | -256 | -100.0% | -$5,985 | 清仓 |
| MAC | MACERICH CO COM | $0 | 0.00% | 0 | -310 | -100.0% | -$5,723 | 清仓 |
| ETN | EATON CORP PLC SHS | $0 | 0.00% | 0 | -17 | -100.0% | -$5,415 | 清仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $0 | 0.00% | 0 | -38 | -100.0% | -$5,360 | 清仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -142 | -100.0% | -$5,310 | 清仓 |
| VNOM | VIPER ENERGY INC CL A | $0 | 0.00% | 0 | -137 | -100.0% | -$5,292 | 清仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$5,260 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -28 | -100.0% | -$5,148 | 清仓 |
| HCA | HCA HEALTHCARE INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$5,135 | 清仓 |
| SOLV | SOLVENTUM CORP COM SHS | $0 | 0.00% | 0 | -62 | -100.0% | -$4,913 | 清仓 |
| WM | WASTE MGMT INC DEL COM | $0 | 0.00% | 0 | -22 | -100.0% | -$4,834 | 清仓 |
| CAT | CATERPILLAR INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$4,583 | 清仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $0 | 0.00% | 0 | -47 | -100.0% | -$3,930 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $0 | 0.00% | 0 | -18 | -100.0% | -$3,907 | 清仓 |