Equity Wealth Partners, LLC
Independence MO · SEC CIK 0002097037
$2.78亿2026Q2 申报市值
109持仓数
51.5%前十大占比 · 第一大 11.3%
33 / 1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
VO 加仓+$1,174.84万
VB 加仓+$883.36万
AVUS 加仓+$831.77万
IVV 加仓+$809.34万
CGGR 新建仓+$796.72万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$52.72万
HON 减仓-$39.88万
SCHD 减仓-$20.09万
NXST 减仓-$15.70万
RECS 减仓-$8.66万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $3,131.27万 | 11.25% | 388,640 | 145,816 | 60.1% | $1,174.84万 | 加仓 |
| IWY | ISHARES TR | $1,868.61万 | 6.72% | 64,297 | 4,503 | 7.5% | $130.87万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,862.08万 | 6.69% | 61,430 | 29,142 | 90.3% | $883.36万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,503.60万 | 5.40% | 483,474 | 28,744 | 6.3% | $89.39万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,114.20万 | 4.00% | 14,920 | -706 | -4.5% | -$52.72万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,087.01万 | 3.91% | 141,723 | 23,354 | 19.7% | $179.13万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,049.40万 | 3.77% | 117,646 | 5,555 | 5.0% | $49.55万 | 加仓 |
| IVV | ISHARES TR | $930.74万 | 3.35% | 12,428 | 10,807 | 666.7% | $809.34万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $891.56万 | 3.20% | 46,796 | 251 | 0.5% | $4.78万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $880.80万 | 3.17% | 68,769 | 64,941 | 1,696.5% | $831.77万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $796.72万 | 2.86% | 168,796 | 168,796 | — | $796.72万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $771.24万 | 2.77% | 346,002 | 332,996 | 2,560.3% | $742.25万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $666.85万 | 2.40% | 181,307 | 181,307 | — | $666.85万 | 新建仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $627.22万 | 2.25% | 172,361 | 172,361 | — | $627.22万 | 新建仓 |
| IDEV | ISHARES TR | $611.93万 | 2.20% | 68,749 | 47,842 | 228.8% | $425.84万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $564.54万 | 2.03% | 8,220 | 4,730 | 135.5% | $324.85万 | 加仓 |
| IUSB | ISHARES TR | $553.48万 | 1.99% | 119,930 | 119,930 | — | $553.48万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $427.69万 | 1.54% | 114,173 | 114,173 | — | $427.69万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $425.82万 | 1.53% | 37,723 | 599 | 1.6% | $6.76万 | 加仓 |
| AGG | ISHARES TR | $420.84万 | 1.51% | 42,518 | 1,381 | 3.4% | $13.67万 | 加仓 |
| FRDM | EA SERIES TRUST | $336.27万 | 1.21% | 46,127 | 742 | 1.6% | $5.41万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $325.64万 | 1.17% | 102,693 | -6,337 | -5.8% | -$20.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $272.29万 | 0.98% | 13,609 | 447 | 3.4% | $8.94万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $271.89万 | 0.98% | 11,491 | 240 | 2.1% | $5.68万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $269.82万 | 0.97% | 29,583 | 200 | 0.7% | $1.82万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $240.71万 | 0.87% | 47,519 | 2,404 | 5.3% | $12.18万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $234.12万 | 0.84% | 69,185 | 551 | 0.8% | $1.86万 | 加仓 |
| VAW | VANGUARD WORLD FD | $221.37万 | 0.80% | 9,676 | 9,676 | — | $221.37万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $203.26万 | 0.73% | 27,689 | 27,689 | — | $203.26万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $198.58万 | 0.71% | 23,053 | 325 | 1.4% | $2.80万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $191.39万 | 0.69% | 8,782 | 2,053 | 30.5% | $44.74万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $183.00万 | 0.66% | 14,668 | -385 | -2.6% | -$4.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $169.33万 | 0.61% | 3,384 | 190 | 5.9% | $9.51万 | 加仓 |
| IMCG | ISHARES TR | $166.74万 | 0.60% | 16,963 | -14 | -0.1% | -$1,376 | 减仓 |
| AAPL | APPLE INC | $163.36万 | 0.59% | 5,646 | 1,925 | 51.7% | $55.70万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $163.18万 | 0.59% | 8,258 | -73 | -0.9% | -$1.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $161.23万 | 0.58% | 27,012 | 27,012 | — | $161.23万 | 新建仓 |
| IJR | ISHARES TR | $151.64万 | 0.55% | 10,224 | 666 | 7.0% | $9.88万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $148.59万 | 0.53% | 3,239 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $124.67万 | 0.45% | 24,693 | 3,734 | 17.8% | $18.85万 | 加仓 |
| AMZN | AMAZON COM INC | $119.93万 | 0.43% | 5,032 | 396 | 8.5% | $9.44万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $116.05万 | 0.42% | 3,830 | -96 | -2.4% | -$2.91万 | 减仓 |
| STXF | EA SERIES TRUST | $106.85万 | 0.38% | 22,121 | -777 | -3.4% | -$3.75万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $104.40万 | 0.38% | 6,606 | 1,997 | 43.3% | $31.56万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $101.11万 | 0.36% | 20,517 | 20,517 | — | $101.11万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $92.05万 | 0.33% | 1,642 | 64 | 4.1% | $3.59万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $89.77万 | 0.32% | 32,679 | 32,679 | — | $89.77万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $89.64万 | 0.32% | 2,606 | 429 | 19.7% | $14.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $87.31万 | 0.31% | 1,503 | -16 | -1.1% | -$9,295 | 减仓 |
| SLYG | SPDR SERIES TRUST | $86.03万 | 0.31% | 7,222 | -652 | -8.3% | -$7.77万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $84.64万 | 0.30% | 16,649 | 316 | 1.9% | $1.61万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $84.33万 | 0.30% | 11,207 | -567 | -4.8% | -$4.27万 | 减仓 |
| MELI | MERCADOLIBRE INC | $83.51万 | 0.30% | 492 | 10 | 2.1% | $1.70万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $82.86万 | 0.30% | 23,934 | 23,934 | — | $82.86万 | 新建仓 |
| RECS | COLUMBIA ETF TR I | $79.17万 | 0.28% | 18,294 | -2,002 | -9.9% | -$8.66万 | 减仓 |
| IXUS | ISHARES TR | $79.17万 | 0.28% | 8,295 | 8,295 | — | $79.17万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $79.07万 | 0.28% | 6,777 | 62 | 0.9% | $7,234 | 加仓 |
| SHOP | SHOPIFY INC | $75.53万 | 0.27% | 6,615 | 256 | 4.0% | $2.92万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $73.96万 | 0.27% | 20,246 | 1,793 | 9.7% | $6.55万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $66.00万 | 0.24% | 3,695 | -879 | -19.2% | -$15.70万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $60.44万 | 0.22% | 792 | -2 | -0.3% | -$1,526 | 减仓 |
| ASML | ASML HLDG NV | $55.41万 | 0.20% | 279 | 2 | 0.7% | $3,972 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $52.72万 | 0.19% | 11,755 | -201 | -1.7% | -$9,015 | 减仓 |
| AVGO | BROADCOM INC | $52.56万 | 0.19% | 1,392 | 2 | 0.1% | $755 | 加仓 |
| — | EXXON MOBIL CORP | $48.71万 | 0.18% | 3,563 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $46.94万 | 0.17% | 502 | 11 | 2.2% | $1.03万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $45.48万 | 0.16% | 2,353 | 19 | 0.8% | $3,672 | 加仓 |
| EVRG | EVERGY INC | $44.06万 | 0.16% | 5,098 | 5,098 | — | $44.06万 | 新建仓 |
| PEP | PEPSICO INC | $43.93万 | 0.16% | 3,245 | 3,245 | — | $43.93万 | 新建仓 |
| COWZ | PACER FDS TR | $43.64万 | 0.16% | 7,016 | -522 | -6.9% | -$3.25万 | 减仓 |
| GOOG | ALPHABET INC | $43.59万 | 0.16% | 1,234 | 2 | 0.2% | $707 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $42.99万 | 0.15% | 2,412 | 12 | 0.5% | $2,139 | 加仓 |
| VGT | VANGUARD WORLD FD | $41.32万 | 0.15% | 3,457 | 3,457 | — | $41.32万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $40.46万 | 0.15% | 4,196 | 1,520 | 56.8% | $14.66万 | 加仓 |
| MCD | MCDONALDS CORP | $40.13万 | 0.14% | 1,485 | 667 | 81.5% | $18.03万 | 加仓 |
| HON | HONEYWELL INTL INC | $39.97万 | 0.14% | 1,785 | -1,781 | -49.9% | -$39.88万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $39.44万 | 0.14% | 1,784 | 1,784 | — | $39.44万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $39.22万 | 0.14% | 5,722 | 112 | 2.0% | $7,677 | 加仓 |
| MSFT | MICROSOFT CORP | $38.64万 | 0.14% | 1,036 | 289 | 38.7% | $10.78万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $37.74万 | 0.14% | 3,459 | 2 | 0.1% | $218 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $36.82万 | 0.13% | 319 | 319 | — | $36.82万 | 新建仓 |
| IJT | ISHARES TR | $36.28万 | 0.13% | 2,031 | -5 | -0.2% | -$893 | 减仓 |
| SHY | ISHARES TR | $34.25万 | 0.12% | 4,171 | 4,171 | — | $34.25万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $32.52万 | 0.12% | 442 | 442 | — | $32.52万 | 新建仓 |
| IJH | ISHARES TR | $31.81万 | 0.11% | 4,126 | 162 | 4.1% | $1.25万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.10万 | 0.11% | 5,330 | 363 | 7.3% | $2.05万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $29.89万 | 0.11% | 1,938 | -66 | -3.3% | -$1.02万 | 减仓 |
| TIP | ISHARES TR | $28.48万 | 0.10% | 2,603 | 2,603 | — | $28.48万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $28.45万 | 0.10% | 3,328 | 466 | 16.3% | $3.98万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.89万 | 0.10% | 1,311 | 1,311 | — | $27.89万 | 新建仓 |
| TSLA | TESLA INC | $27.34万 | 0.10% | 650 | 650 | — | $27.34万 | 新建仓 |
| NFLX | NETFLIX INC. | $27.06万 | 0.10% | 3,790 | 710 | 23.1% | $5.07万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $26.71万 | 0.10% | 2,020 | -5 | -0.2% | -$661 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.31万 | 0.09% | 3,513 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $26.05万 | 0.09% | 1,777 | 1,777 | — | $26.05万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.05万 | 0.09% | 630 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $24.53万 | 0.09% | 10,703 | 10,703 | — | $24.53万 | 新建仓 |
| LOW | LOWES COS INC | $24.46万 | 0.09% | 1,109 | 220 | 24.7% | $4.85万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $23.32万 | 0.08% | 8,532 | 8,532 | — | $23.32万 | 新建仓 |
| NET | CLOUDFLARE INC | $22.54万 | 0.08% | 919 | 919 | — | $22.54万 | 新建仓 |