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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $157.94万 | 1.38% | 7,323 | -900 | -10.9% | -$19.41万 | 减仓 |
| IAU | ISHARES GOLD TR | $161.88万 | 1.41% | 18,051 | 679 | 3.9% | $6.09万 | 加仓 |
| ILCV | ISHARES TR | $162.63万 | 1.42% | 17,423 | -450 | -2.5% | -$4.20万 | 减仓 |
| HD | HOME DEPOT INC | $171.12万 | 1.49% | 5,192 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $177.69万 | 1.55% | 5,903 | -314 | -5.1% | -$9.45万 | 减仓 |
| IWB | ISHARES TR | $185.87万 | 1.62% | 5,172 | -65 | -1.2% | -$2.34万 | 减仓 |
| IWF | ISHARES TR | $186.69万 | 1.63% | 4,340 | -754 | -14.8% | -$32.43万 | 减仓 |
| — | EXXON MOBIL CORP | $188.42万 | 1.64% | 11,719 | 41 | 0.4% | $6,592 | 加仓 |
| QUAL | ISHARES TR | $199.46万 | 1.74% | 10,347 | -767 | -6.9% | -$14.79万 | 减仓 |
| GOVT | ISHARES TR | $219.14万 | 1.91% | 95,988 | 34,443 | 56.0% | $78.63万 | 加仓 |
| ITOT | ISHARES TR | $233.79万 | 2.04% | 16,298 | 402 | 2.5% | $5.77万 | 加仓 |
| EFV | ISHARES TR | $234.23万 | 2.04% | 31,119 | -1,974 | -6.0% | -$14.86万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $234.48万 | 2.04% | 11,922 | -499 | -4.0% | -$9.81万 | 减仓 |
| ILCG | ISHARES TR | $234.58万 | 2.04% | 24,256 | 40 | 0.2% | $3,868 | 加仓 |
| VUG | VANGUARD INDEX FDS | $267.34万 | 2.33% | 6,055 | -304 | -4.8% | -$13.42万 | 减仓 |
| IVW | ISHARES TR | $300.40万 | 2.62% | 26,211 | 640 | 2.5% | $7.33万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $353.60万 | 3.08% | 45,850 | 4,227 | 10.2% | $32.60万 | 加仓 |
| ACWX | ISHARES TR | $472.28万 | 4.11% | 68,062 | 15,059 | 28.4% | $104.49万 | 加仓 |
| OEF | ISHARES TR | $492.73万 | 4.29% | 15,380 | 84 | 0.5% | $2.69万 | 加仓 |
| IVV | ISHARES TR | $742.56万 | 6.47% | 11,284 | -393 | -3.4% | -$25.86万 | 减仓 |