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 |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC | $25.78万 | 0.22% | 1,262 | -120 | -8.7% | -$2.45万 | 减仓 |
| ESGE | ISHARES INC | $25.16万 | 0.22% | 5,494 | -32 | -0.6% | -$1,466 | 减仓 |
| EWJ | ISHARES INC | $25.11万 | 0.22% | 2,904 | -58 | -2.0% | -$5,016 | 减仓 |
| TLH | ISHARES TR | $24.95万 | 0.22% | 2,489 | -157 | -5.9% | -$1.57万 | 减仓 |
| EFA | ISHARES TR | $24.87万 | 0.22% | 2,522 | -1 | -0.0% | -$99 | 减仓 |
| EAGG | ISHARES TR | $24.71万 | 0.22% | 5,211 | 5,211 | — | $24.71万 | 新建仓 |
| ISCG | ISHARES TR | $23.88万 | 0.21% | 4,305 | -15 | -0.3% | -$832 | 减仓 |
| KO | COCA COLA CO | $23.68万 | 0.21% | 3,112 | 2 | 0.1% | $152 | 加仓 |
| IWO | ISHARES TR | $22.46万 | 0.20% | 710 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $22.30万 | 0.19% | 2,795 | 2 | 0.1% | $160 | 加仓 |
| FDX | FEDEX CORP | $22.11万 | 0.19% | 615 | 615 | — | $22.11万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.48万 | 0.19% | 2,568 | -459 | -15.2% | -$3.84万 | 减仓 |
| ITA | ISHARES TR | $21.36万 | 0.19% | 955 | -25 | -2.6% | -$5,591 | 减仓 |
| CVX | CHEVRON CORPORATION | $20.04万 | 0.17% | 1,015 | 1,015 | — | $20.04万 | 新建仓 |
| PGEN | PRECIGEN INC | $4.56万 | 0.04% | 11,601 | 0 | 0.0% | — | 不变 |
| 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 |