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 |
|---|---|---|---|---|---|---|---|---|
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$3,877 | 清仓 |
| DAL | DELTA AIR LINES INC DEL COM NEW | $0 | 0.00% | 0 | -54 | -100.0% | -$3,748 | 清仓 |
| NEE | NEXTERA ENERGY INC COM | $0 | 0.00% | 0 | -46 | -100.0% | -$3,693 | 清仓 |
| KLAC | KLA CORP COM NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$3,645 | 清仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $0 | 0.00% | 0 | -136 | -100.0% | -$3,614 | 清仓 |
| PLD | PROLOGIS INC. COM | $0 | 0.00% | 0 | -28 | -100.0% | -$3,574 | 清仓 |
| KO | COCA COLA CO COM | $0 | 0.00% | 0 | -50 | -100.0% | -$3,496 | 清仓 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -149 | -100.0% | -$3,331 | 清仓 |
| MO | ALTRIA GROUP INC COM | $0 | 0.00% | 0 | -55 | -100.0% | -$3,171 | 清仓 |
| YUMC | YUM CHINA HLDGS INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$3,151 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $0 | 0.00% | 0 | -4 | -100.0% | -$3,087 | 清仓 |
| PCAR | PACCAR INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$3,066 | 清仓 |
| WAB | WABTEC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$2,988 | 清仓 |
| LIN | LINDE PLC SHS | $0 | 0.00% | 0 | -7 | -100.0% | -$2,985 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $0 | 0.00% | 0 | -6 | -100.0% | -$2,924 | 清仓 |
| LTPZ | PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -51 | -100.0% | -$2,639 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $0 | 0.00% | 0 | -125 | -100.0% | -$2,228 | 清仓 |
| RRC | RANGE RES CORP COM | $0 | 0.00% | 0 | -63 | -100.0% | -$2,221 | 清仓 |
| PALL | ABRDN PHYSICAL PALLADIUM SHARES ETF | $0 | 0.00% | 0 | -15 | -100.0% | -$2,181 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -33 | -100.0% | -$2,102 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -78 | -100.0% | -$2,042 | 清仓 |
| MRNA | MODERNA INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$2,035 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,747 | 清仓 |
| PNR | PENTAIR PLC SHS | $0 | 0.00% | 0 | -16 | -100.0% | -$1,666 | 清仓 |
| LNC | LINCOLN NATL CORP IND COM | $0 | 0.00% | 0 | -37 | -100.0% | -$1,648 | 清仓 |
| TXN | TEXAS INSTRS INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$1,561 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$1,532 | 清仓 |
| CC | CHEMOURS CO COM | $0 | 0.00% | 0 | -120 | -100.0% | -$1,415 | 清仓 |
| MTZ | MASTEC INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,304 | 清仓 |
| TRV | TRAVELERS COMPANIES INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$1,160 | 清仓 |
| — | AVANOS MED INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$1,123 | 清仓 |
| TPG | TPG INC COM CL A | $0 | 0.00% | 0 | -17 | -100.0% | -$1,085 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -40 | -100.0% | -$1,062 | 清仓 |
| DIS | DISNEY WALT CO COM | $0 | 0.00% | 0 | -9 | -100.0% | -$1,024 | 清仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -38 | -100.0% | -$926 | 清仓 |
| MATV | MATIV HOLDINGS INC COM | $0 | 0.00% | 0 | -67 | -100.0% | -$814 | 清仓 |
| ACM | AECOM COM | $0 | 0.00% | 0 | -8 | -100.0% | -$763 | 清仓 |
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$759 | 清仓 |
| APA | APA CORPORATION COM | $0 | 0.00% | 0 | -30 | -100.0% | -$734 | 清仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$656 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$626 | 清仓 |
| HPQ | HP INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$557 | 清仓 |
| GOOG | ALPHABET INC CAP STK CL C | $0 | 0.00% | 0 | -2 | -100.0% | -$542 | 清仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -19 | -100.0% | -$531 | 清仓 |
| — | INSTIL BIO INC COM NEW | $0 | 0.00% | 0 | -40 | -100.0% | -$440 | 清仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $0 | 0.00% | 0 | -70 | -100.0% | -$431 | 清仓 |
| CRON | CRONOS GROUP INC COM | $0 | 0.00% | 0 | -128 | -100.0% | -$337 | 清仓 |
| RMR | RMR GROUP INC CL A | $0 | 0.00% | 0 | -20 | -100.0% | -$301 | 清仓 |
| — | DIREXION DAILY 20 YEAR TREASURY BEAR 3X SHARES | $0 | 0.00% | 0 | -8 | -100.0% | -$297 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$294 | 清仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$236 | 清仓 |
| BAC | BANK AMERICA CORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$223 | 清仓 |
| NWSA | NEWS CORP NEW CL A | $0 | 0.00% | 0 | -7 | -100.0% | -$183 | 清仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$166 | 清仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $0 | 0.00% | 0 | -26 | -100.0% | -$107 | 清仓 |
| SO | SOUTHERN CO COM | $0 | 0.00% | 0 | -1 | -100.0% | -$87 | 清仓 |
| — | SIFY TECHNOLOGIES LTD SPONSORED ADR | $0 | 0.00% | 0 | -3 | -100.0% | -$37 | 清仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $0 | 0.00% | 0 | -1 | -100.0% | -$18 | 清仓 |
| EFA | ISHARES MSCI EAFE ETF | $0 | 0.00% | 0 | 0 | — | -$14 | 清仓 |