Equity Wealth Partners, LLC
Independence MO · SEC CIK 0002097037
$1.55亿2026Q1 申报市值
76持仓数
62.3%前十大占比 · 第一大 11.3%
1 / 2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
IWY 加仓+$170.36万
FNDX 加仓+$148.31万
BIV 加仓+$118.93万
VO 加仓+$112.40万
VB 加仓+$50.65万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$56.74万
SPY 减仓-$42.21万
SPYV 清仓-$29.22万
AGG 减仓-$25.95万
AVUV 减仓-$23.41万
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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $1,743.36万 | 11.27% | 60,706 | 3,914 | 6.9% | $112.40万 | 加仓 |
| IWY | ISHARES TR | $1,487.92万 | 9.62% | 59,794 | 6,846 | 12.9% | $170.36万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,266.42万 | 8.19% | 454,730 | 53,252 | 13.3% | $148.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,016.22万 | 6.57% | 15,626 | -649 | -4.0% | -$42.21万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $950.98万 | 6.15% | 112,091 | 3,362 | 3.1% | $28.52万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $913.57万 | 5.91% | 118,369 | 15,409 | 15.0% | $118.93万 | 加仓 |
| VB | VANGUARD INDEX FDS | $845.67万 | 5.47% | 32,288 | 1,934 | 6.4% | $50.65万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $618.59万 | 4.00% | 46,545 | 1,384 | 3.1% | $18.39万 | 加仓 |
| AGG | ISHARES TR | $408.37万 | 2.64% | 41,137 | -2,614 | -6.0% | -$25.95万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $383.75万 | 2.48% | 37,124 | 350 | 1.0% | $3.62万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $334.50万 | 2.16% | 109,030 | -18,493 | -14.5% | -$56.74万 | 减仓 |
| FRDM | EA SERIES TRUST | $248.03万 | 1.60% | 45,385 | 1,881 | 4.3% | $10.28万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $241.96万 | 1.56% | 11,251 | -419 | -3.6% | -$9.01万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $236.85万 | 1.53% | 29,383 | 183 | 0.6% | $1.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $229.55万 | 1.48% | 13,162 | 194 | 1.5% | $3.38万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $225.53万 | 1.46% | 45,115 | 1,863 | 4.3% | $9.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $208.55万 | 1.35% | 3,490 | -177 | -4.8% | -$10.58万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $199.93万 | 1.29% | 68,634 | -869 | -1.3% | -$2.53万 | 减仓 |
| IDEV | ISHARES TR | $174.72万 | 1.13% | 20,907 | -346 | -1.6% | -$2.89万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $166.29万 | 1.07% | 15,053 | -2,119 | -12.3% | -$23.41万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $165.44万 | 1.07% | 3,788 | 94 | 2.5% | $4.11万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $153.52万 | 0.99% | 8,331 | -98 | -1.2% | -$1.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $153.06万 | 0.99% | 3,194 | 9 | 0.3% | $4,313 | 加仓 |
| AMP | AMERIPRISE FINL INC | $143.93万 | 0.93% | 3,239 | 21 | 0.7% | $9,332 | 加仓 |
| IMCG | ISHARES TR | $133.72万 | 0.86% | 16,977 | -799 | -4.5% | -$6.29万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $132.02万 | 0.85% | 6,729 | -5 | -0.1% | -$981 | 减仓 |
| IJR | ISHARES TR | $118.81万 | 0.77% | 9,558 | -163 | -1.7% | -$2.03万 | 减仓 |
| IVV | ISHARES TR | $105.91万 | 0.68% | 1,621 | 13 | 0.8% | $8,493 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $105.57万 | 0.68% | 20,959 | 770 | 3.8% | $3.88万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $98.23万 | 0.63% | 6,715 | -232 | -3.3% | -$3.39万 | 减仓 |
| AMZN | AMAZON COM INC | $96.55万 | 0.62% | 4,636 | 38 | 0.8% | $7,914 | 加仓 |
| STXF | EA SERIES TRUST | $96.10万 | 0.62% | 22,898 | -90 | -0.4% | -$3,777 | 减仓 |
| AAPL | APPLE INC | $94.45万 | 0.61% | 3,721 | -81 | -2.1% | -$2.06万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $93.29万 | 0.60% | 3,926 | -724 | -15.6% | -$17.20万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $87.98万 | 0.57% | 11,774 | -87 | -0.7% | -$6,501 | 减仓 |
| MELI | MERCADOLIBRE INC | $83.34万 | 0.54% | 482 | 14 | 3.0% | $2.42万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $82.72万 | 0.53% | 4,574 | -998 | -17.9% | -$18.05万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $81.75万 | 0.53% | 16,333 | -542 | -3.2% | -$2.71万 | 减仓 |
| — | HONEYWELL INTL INC | $80.61万 | 0.52% | 3,566 | -17 | -0.5% | -$3,843 | 减仓 |
| RECS | COLUMBIA ETF TR I | $79.11万 | 0.51% | 20,296 | -1,967 | -8.8% | -$7.67万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $76.08万 | 0.49% | 7,874 | -629 | -7.4% | -$6.08万 | 减仓 |
| SHOP | SHOPIFY INC | $75.43万 | 0.49% | 6,359 | 175 | 2.8% | $2.08万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $68.26万 | 0.44% | 4,609 | -43 | -0.9% | -$6,368 | 减仓 |
| AXON | AXON ENTERPRISE INC | $67.02万 | 0.43% | 1,578 | 25 | 1.6% | $1.06万 | 加仓 |
| VV | VANGUARD INDEX FDS | $65.07万 | 0.42% | 2,177 | 1,185 | 119.5% | $35.42万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $62.32万 | 0.40% | 18,453 | 35 | 0.2% | $1,182 | 加仓 |
| — | EXXON MOBIL CORP | $60.45万 | 0.39% | 3,563 | 24 | 0.7% | $4,072 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $53.14万 | 0.34% | 11,956 | -1,327 | -10.0% | -$5.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.97万 | 0.32% | 491 | 3 | 0.6% | $2,992 | 加仓 |
| COWZ | PACER FDS TR | $47.16万 | 0.30% | 7,538 | -2,035 | -21.3% | -$12.73万 | 减仓 |
| AVGO | BROADCOM INC | $43.02万 | 0.28% | 1,390 | 28 | 2.1% | $8,666 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $42.56万 | 0.28% | 3,828 | -21 | -0.5% | -$2,335 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $40.60万 | 0.26% | 96 | -5 | -5.0% | -$2.11万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $38.54万 | 0.25% | 2,334 | -133 | -5.4% | -$2.20万 | 减仓 |
| ASML | ASML HLDG NV | $36.61万 | 0.24% | 277 | 1 | 0.4% | $1,322 | 加仓 |
| GOOG | ALPHABET INC | $35.33万 | 0.23% | 1,232 | -7 | -0.6% | -$2,007 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $33.73万 | 0.22% | 5,610 | -421 | -7.0% | -$2.53万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $32.70万 | 0.21% | 3,457 | -29 | -0.8% | -$2,743 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.00万 | 0.20% | 794 | 10 | 1.3% | $3,904 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.90万 | 0.20% | 1,519 | 72 | 5.0% | $1.46万 | 加仓 |
| NFLX | NETFLIX INC. | $29.61万 | 0.19% | 3,080 | -49 | -1.6% | -$4,711 | 减仓 |
| IJT | ISHARES TR | $29.47万 | 0.19% | 2,036 | 6 | 0.3% | $868 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $29.21万 | 0.19% | 2,004 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $29.06万 | 0.19% | 13,006 | -221 | -1.7% | -$4,937 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.04万 | 0.19% | 630 | -4 | -0.6% | -$1,844 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $28.16万 | 0.18% | 4,967 | 8 | 0.2% | $453 | 加仓 |
| MSFT | MICROSOFT CORP | $27.64万 | 0.18% | 747 | -101 | -11.9% | -$3.74万 | 减仓 |
| IJH | ISHARES TR | $26.77万 | 0.17% | 3,964 | -10 | -0.3% | -$675 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $25.69万 | 0.17% | 3,513 | -211 | -5.7% | -$1.54万 | 减仓 |
| MCD | MCDONALDS CORP | $25.43万 | 0.16% | 818 | 1 | 0.1% | $311 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $23.73万 | 0.15% | 2,676 | -206 | -7.1% | -$1.83万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $22.74万 | 0.15% | 2,025 | 261 | 14.8% | $2.93万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $22.27万 | 0.14% | 2,518 | -239 | -8.7% | -$2.11万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $22.07万 | 0.14% | 2,862 | 2,862 | — | $22.07万 | 新建仓 |
| LOW | LOWES COS INC | $21.00万 | 0.14% | 889 | 2 | 0.2% | $472 | 加仓 |
| HNST | HONEST CO INC | $2.97万 | 0.02% | 10,087 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,143 | -100.0% | -$29.22万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -539 | -100.0% | -$21.08万 | 清仓 |