Asempa Wealth Advisors
BATON ROUGE LA · SEC CIK 0002099967
$1.15亿2026Q1 申报市值
115持仓数
31.1%前十大占比 · 第一大 6.5%
7 / 5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
ACWX 加仓+$104.49万
GOVT 加仓+$78.63万
CORO 新建仓+$68.38万
IAGG 新建仓+$51.36万
SPYM 加仓+$32.60万
2026Q1 卖出最多 按季末市值估算
IWD 减仓-$102.99万
AGG 清仓-$73.52万
AVEM 减仓-$37.88万
IWF 减仓-$32.43万
TLT 减仓-$28.01万
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $0 | 0.00% | 0 | -7,361 | -100.0% | -$73.52万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,353 | -100.0% | -$25.80万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -4,151 | -100.0% | -$23.53万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -1,135 | -100.0% | -$20.56万 | 清仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -7,601 | -100.0% | -$20.16万 | 清仓 |
| PGEN | PRECIGEN INC | $4.56万 | 0.04% | 11,601 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $20.04万 | 0.17% | 1,015 | 1,015 | — | $20.04万 | 新建仓 |
| ITA | ISHARES TR | $21.36万 | 0.19% | 955 | -25 | -2.6% | -$5,591 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.48万 | 0.19% | 2,568 | -459 | -15.2% | -$3.84万 | 减仓 |
| FDX | FEDEX CORP | $22.11万 | 0.19% | 615 | 615 | — | $22.11万 | 新建仓 |
| IMCG | ISHARES TR | $22.30万 | 0.19% | 2,795 | 2 | 0.1% | $160 | 加仓 |
| IWO | ISHARES TR | $22.46万 | 0.20% | 710 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $23.68万 | 0.21% | 3,112 | 2 | 0.1% | $152 | 加仓 |
| ISCG | ISHARES TR | $23.88万 | 0.21% | 4,305 | -15 | -0.3% | -$832 | 减仓 |
| EAGG | ISHARES TR | $24.71万 | 0.22% | 5,211 | 5,211 | — | $24.71万 | 新建仓 |
| EFA | ISHARES TR | $24.87万 | 0.22% | 2,522 | -1 | -0.0% | -$99 | 减仓 |
| TLH | ISHARES TR | $24.95万 | 0.22% | 2,489 | -157 | -5.9% | -$1.57万 | 减仓 |
| EWJ | ISHARES INC | $25.11万 | 0.22% | 2,904 | -58 | -2.0% | -$5,016 | 减仓 |
| ESGE | ISHARES INC | $25.16万 | 0.22% | 5,494 | -32 | -0.6% | -$1,466 | 减仓 |
| TMUS | T-MOBILE US INC | $25.78万 | 0.22% | 1,262 | -120 | -8.7% | -$2.45万 | 减仓 |
| INTC | INTEL CORP | $25.91万 | 0.23% | 5,394 | 5,394 | — | $25.91万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.60万 | 0.23% | 4,906 | -137 | -2.7% | -$7,427 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $27.56万 | 0.24% | 7,133 | 596 | 9.1% | $2.30万 | 加仓 |
| MBB | ISHARES TR | $28.73万 | 0.25% | 3,035 | 792 | 35.3% | $7.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.09万 | 0.25% | 608 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $29.76万 | 0.26% | 494 | 40 | 8.8% | $2.41万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $31.56万 | 0.27% | 7,564 | 7,564 | — | $31.56万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $32.49万 | 0.28% | 6,376 | 5 | 0.1% | $255 | 加仓 |
| RTX | RTX CORPORATION | $32.77万 | 0.29% | 1,683 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $33.92万 | 0.30% | 5,880 | 14 | 0.2% | $808 | 加仓 |
| SUSC | ISHARES TR | $34.53万 | 0.30% | 14,977 | -11,732 | -43.9% | -$27.05万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $35.02万 | 0.31% | 7,670 | 2,929 | 61.8% | $13.37万 | 加仓 |
| DIS | DISNEY WALT CO | $36.12万 | 0.31% | 3,741 | 3 | 0.1% | $290 | 加仓 |
| SGOV | ISHARES TR | $38.00万 | 0.33% | 3,785 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $38.14万 | 0.33% | 1,088 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $39.28万 | 0.34% | 636 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $39.38万 | 0.34% | 1,282 | 1 | 0.1% | $307 | 加仓 |
| GLDM | WORLD GOLD TR | $41.50万 | 0.36% | 4,401 | 634 | 16.8% | $5.98万 | 加仓 |
| EMGF | ISHARES INC | $42.49万 | 0.37% | 6,950 | 143 | 2.1% | $8,742 | 加仓 |
| WMT | WALMART INC | $43.56万 | 0.38% | 3,492 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $43.72万 | 0.38% | 3,500 | 3 | 0.1% | $375 | 加仓 |
| VBK | VANGUARD INDEX FDS | $45.78万 | 0.40% | 1,502 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.84万 | 0.42% | 730 | -9 | -1.2% | -$5,898 | 减仓 |
| VO | VANGUARD INDEX FDS | $48.73万 | 0.42% | 1,686 | 7 | 0.4% | $2,023 | 加仓 |
| SUSA | ISHARES TR | $48.74万 | 0.42% | 3,660 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $49.16万 | 0.43% | 515 | 1 | 0.2% | $955 | 加仓 |
| IAGG | ISHARES TR | $51.36万 | 0.45% | 10,301 | 10,301 | — | $51.36万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $55.07万 | 0.48% | 8,003 | 440 | 5.8% | $3.03万 | 加仓 |
| EMXC | ISHARES INC | $57.03万 | 0.50% | 7,171 | -2 | -0.0% | -$159 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $57.54万 | 0.50% | 24,846 | 1,760 | 7.6% | $4.08万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $58.08万 | 0.51% | 7,798 | -108 | -1.4% | -$8,043 | 减仓 |
| VOE | VANGUARD INDEX FDS | $59.34万 | 0.52% | 3,213 | 13 | 0.4% | $2,401 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $60.06万 | 0.52% | 6,702 | 30 | 0.4% | $2,688 | 加仓 |
| ESGU | ISHARES TR | $60.87万 | 0.53% | 4,273 | -376 | -8.1% | -$5.36万 | 减仓 |
| IJH | ISHARES TR | $61.05万 | 0.53% | 8,965 | -450 | -4.8% | -$3.06万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $61.18万 | 0.53% | 7,527 | -4,660 | -38.2% | -$37.88万 | 减仓 |
| EEM | ISHARES TR | $61.94万 | 0.54% | 10,823 | -8 | -0.1% | -$458 | 减仓 |
| ACWI | ISHARES TR | $63.65万 | 0.55% | 4,557 | -702 | -13.3% | -$9.81万 | 减仓 |
| USXF | ISHARES TR | $64.30万 | 0.56% | 11,548 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $65.37万 | 0.57% | 1,759 | 32 | 1.9% | $1.19万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $65.47万 | 0.57% | 3,026 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $65.73万 | 0.57% | 900 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $66.62万 | 0.58% | 5,819 | 122 | 2.1% | $1.40万 | 加仓 |
| TLT | ISHARES TR | $68.12万 | 0.59% | 7,897 | -3,247 | -29.1% | -$28.01万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $68.38万 | 0.60% | 20,911 | 20,911 | — | $68.38万 | 新建仓 |
| IYH | ISHARES TR | $68.57万 | 0.60% | 11,038 | -1,531 | -12.2% | -$9.51万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $69.05万 | 0.60% | 13,319 | 121 | 0.9% | $6,273 | 加仓 |
| GOOGL | ALPHABET INC | $72.69万 | 0.63% | 2,444 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $76.11万 | 0.66% | 11,684 | 112 | 1.0% | $7,296 | 加仓 |
| IGM | ISHARES TR | $77.51万 | 0.68% | 6,443 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $78.66万 | 0.69% | 10,704 | 3,773 | 54.4% | $27.72万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $79.53万 | 0.69% | 14,039 | -2,601 | -15.6% | -$14.73万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $80.70万 | 0.70% | 11,411 | -1 | -0.0% | -$71 | 减仓 |
| AMZN | AMAZON COM INC | $81.32万 | 0.71% | 3,862 | -28 | -0.7% | -$5,896 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $82.26万 | 0.72% | 24,144 | 4,847 | 25.1% | $16.51万 | 加仓 |
| IAT | ISHARES TR | $82.39万 | 0.72% | 15,126 | -167 | -1.1% | -$9,096 | 减仓 |
| IXN | ISHARES TR | $82.39万 | 0.72% | 8,105 | -9 | -0.1% | -$915 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $85.47万 | 0.74% | 23,321 | 1,105 | 5.0% | $4.05万 | 加仓 |
| IDV | ISHARES TR | $86.45万 | 0.75% | 20,274 | 719 | 3.7% | $3.07万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $90.84万 | 0.79% | 6,140 | 10 | 0.2% | $1,480 | 加仓 |
| IVLU | ISHARES TR | $91.14万 | 0.79% | 22,592 | -3,763 | -14.3% | -$15.18万 | 减仓 |
| EFG | ISHARES TR | $91.62万 | 0.80% | 8,058 | -789 | -8.9% | -$8.97万 | 减仓 |
| IEI | ISHARES TR | $92.24万 | 0.80% | 7,808 | 45 | 0.6% | $5,316 | 加仓 |
| VBR | VANGUARD INDEX FDS | $104.09万 | 0.91% | 4,772 | -8 | -0.2% | -$1,745 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $107.75万 | 0.94% | 11,425 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $108.28万 | 0.94% | 5,120 | 153 | 3.1% | $3.24万 | 加仓 |
| IEMG | ISHARES INC | $108.33万 | 0.94% | 15,414 | -1,294 | -7.7% | -$9.09万 | 减仓 |
| IUSB | ISHARES TR | $111.43万 | 0.97% | 24,176 | 1,567 | 6.9% | $7.22万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $115.57万 | 1.01% | 25,338 | 44 | 0.2% | $2,007 | 加仓 |
| IWS | ISHARES TR | $121.60万 | 1.06% | 8,289 | -223 | -2.6% | -$3.27万 | 减仓 |
| AAPL | APPLE INC | $127.02万 | 1.11% | 4,969 | -10 | -0.2% | -$2,556 | 减仓 |
| IWP | ISHARES TR | $129.66万 | 1.13% | 10,068 | 1,564 | 18.4% | $20.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $129.85万 | 1.13% | 3,515 | -32 | -0.9% | -$1.18万 | 减仓 |
| IWD | ISHARES TR | $130.87万 | 1.14% | 6,089 | -4,792 | -44.0% | -$102.99万 | 减仓 |
| VB | VANGUARD INDEX FDS | $136.14万 | 1.19% | 5,169 | 14 | 0.3% | $3,687 | 加仓 |
| IYE | ISHARES TR | $136.81万 | 1.19% | 21,904 | -5 | -0.0% | -$312 | 减仓 |
| IEV | ISHARES TR | $143.02万 | 1.25% | 20,749 | -195 | -0.9% | -$1.34万 | 减仓 |
| IYW | ISHARES TR | $144.63万 | 1.26% | 7,842 | -58 | -0.7% | -$1.07万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $152.15万 | 1.33% | 19,997 | -1,169 | -5.5% | -$8.89万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $154.27万 | 1.34% | 26,268 | 1,009 | 4.0% | $5.93万 | 加仓 |