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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.42万 | 0.23% | 608 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $29.97万 | 0.22% | 5,479 | -15 | -0.3% | -$820 | 减仓 |
| SUSC | ISHARES TR | $28.60万 | 0.21% | 12,354 | -2,623 | -17.5% | -$6.07万 | 减仓 |
| ISCG | ISHARES TR | $28.21万 | 0.21% | 4,305 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $27.99万 | 0.21% | 711 | 1 | 0.1% | $394 | 加仓 |
| IMCG | ISHARES TR | $27.49万 | 0.21% | 2,797 | 2 | 0.1% | $197 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.45万 | 0.20% | 4,599 | -307 | -6.3% | -$1.83万 | 减仓 |
| EWJ | ISHARES INC | $27.09万 | 0.20% | 2,904 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $26.57万 | 0.20% | 2,558 | 36 | 1.4% | $3,739 | 加仓 |
| ITA | ISHARES TR | $25.33万 | 0.19% | 1,045 | 90 | 9.4% | $2.18万 | 加仓 |
| KO | COCA COLA CO | $25.29万 | 0.19% | 3,112 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $24.68万 | 0.18% | 2,611 | -424 | -14.0% | -$4.01万 | 减仓 |
| TLH | ISHARES TR | $24.65万 | 0.18% | 2,457 | -32 | -1.3% | -$3,211 | 减仓 |
| SHLD | GLOBAL X FDS | $24.57万 | 0.18% | 4,114 | -6,590 | -61.6% | -$39.35万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $21.21万 | 0.16% | 2,395 | -173 | -6.7% | -$1.53万 | 减仓 |
| IEF | ISHARES TR | $21.00万 | 0.16% | 2,221 | 2,221 | — | $21.00万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $17.82万 | 0.13% | 23,207 | 23,207 | — | $17.82万 | 新建仓 |
| EEM | ISHARES TR 看涨期权 | $17.10万 | 0.13% | 2,500 | 2,500 | — | $17.10万 | 新建仓 |
| PGEN | PRECIGEN INC | $6.61万 | 0.05% | 11,601 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -7,897 | -100.0% | -$68.12万 | 清仓 |
| XTEN | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -7,670 | -100.0% | -$35.02万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,262 | -100.0% | -$25.78万 | 清仓 |
| EAGG | ISHARES TR | $0 | 0.00% | 0 | -5,211 | -100.0% | -$24.71万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -615 | -100.0% | -$22.11万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,015 | -100.0% | -$20.04万 | 清仓 |