Asempa Wealth Advisors
BATON ROUGE LA · SEC CIK 0002099967
$1.34亿2026Q2 申报市值
119持仓数
32.0%前十大占比 · 第一大 6.4%
10 / 6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
SPYM 加仓+$107.36万
IALT 新建仓+$58.96万
XAR 新建仓+$57.01万
LQD 新建仓+$47.05万
CORO 加仓+$44.03万
2026Q2 卖出最多 按季末市值估算
IWP 减仓-$83.23万
TLT 清仓-$68.12万
SHLD 减仓-$39.35万
XTEN 清仓-$35.02万
IWF 减仓-$31.50万
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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $153.09万 | 1.14% | 6,742 | 1,622 | 31.7% | $36.83万 | 加仓 |
| VB | VANGUARD INDEX FDS | $158.11万 | 1.18% | 5,216 | 47 | 0.9% | $1.42万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $159.69万 | 1.19% | 6,749 | -574 | -7.8% | -$13.58万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $160.48万 | 1.20% | 30,440 | 6,296 | 26.1% | $33.19万 | 加仓 |
| — | EXXON MOBIL CORP | $161.31万 | 1.20% | 11,798 | 79 | 0.7% | $1.08万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $167.45万 | 1.25% | 19,994 | -3 | -0.0% | -$251 | 减仓 |
| ILCV | ISHARES TR | $173.81万 | 1.30% | 17,168 | -255 | -1.5% | -$2.58万 | 减仓 |
| HD | HOME DEPOT INC | $183.12万 | 1.37% | 5,192 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $184.05万 | 1.37% | 14,823 | -2,537 | -14.6% | -$31.50万 | 减仓 |
| IYW | ISHARES TR | $191.00万 | 1.42% | 7,573 | -269 | -3.4% | -$6.78万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $201.01万 | 1.50% | 29,557 | 3,289 | 12.5% | $22.37万 | 加仓 |
| VV | VANGUARD INDEX FDS | $203.64万 | 1.52% | 5,921 | 18 | 0.3% | $6,191 | 加仓 |
| IWB | ISHARES TR | $211.68万 | 1.58% | 5,169 | -3 | -0.1% | -$1,229 | 减仓 |
| QUAL | ISHARES TR | $226.98万 | 1.69% | 10,344 | -3 | -0.0% | -$658 | 减仓 |
| EFV | ISHARES TR | $235.18万 | 1.75% | 30,723 | -396 | -1.3% | -$3.03万 | 减仓 |
| GOVT | ISHARES TR | $259.85万 | 1.94% | 114,069 | 18,081 | 18.8% | $41.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $260.16万 | 1.94% | 11,938 | 16 | 0.1% | $3,487 | 加仓 |
| ITOT | ISHARES TR | $275.53万 | 2.06% | 16,773 | 475 | 2.9% | $7.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $300.63万 | 2.24% | 34,901 | -1,429 | -3.9% | -$12.31万 | 减仓 |
| ILCG | ISHARES TR | $310.80万 | 2.32% | 26,560 | 2,304 | 9.5% | $26.96万 | 加仓 |
| IVW | ISHARES TR | $397.58万 | 2.97% | 28,909 | 2,698 | 10.3% | $37.11万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $510.29万 | 3.81% | 58,066 | 12,216 | 26.6% | $107.36万 | 加仓 |
| ACWX | ISHARES TR | $552.23万 | 4.12% | 72,557 | 4,495 | 6.6% | $34.21万 | 加仓 |
| OEF | ISHARES TR | $565.59万 | 4.22% | 15,459 | 79 | 0.5% | $2.89万 | 加仓 |
| IVV | ISHARES TR | $852.79万 | 6.36% | 11,387 | 103 | 0.9% | $7.71万 | 加仓 |