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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $852.79万 | 6.36% | 11,387 | 103 | 0.9% | $7.71万 | 加仓 |
| OEF | ISHARES TR | $565.59万 | 4.22% | 15,459 | 79 | 0.5% | $2.89万 | 加仓 |
| ACWX | ISHARES TR | $552.23万 | 4.12% | 72,557 | 4,495 | 6.6% | $34.21万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $510.29万 | 3.81% | 58,066 | 12,216 | 26.6% | $107.36万 | 加仓 |
| IVW | ISHARES TR | $397.58万 | 2.97% | 28,909 | 2,698 | 10.3% | $37.11万 | 加仓 |
| ILCG | ISHARES TR | $310.80万 | 2.32% | 26,560 | 2,304 | 9.5% | $26.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $300.63万 | 2.24% | 34,901 | -1,429 | -3.9% | -$12.31万 | 减仓 |
| ITOT | ISHARES TR | $275.53万 | 2.06% | 16,773 | 475 | 2.9% | $7.80万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $260.16万 | 1.94% | 11,938 | 16 | 0.1% | $3,487 | 加仓 |
| GOVT | ISHARES TR | $259.85万 | 1.94% | 114,069 | 18,081 | 18.8% | $41.19万 | 加仓 |
| EFV | ISHARES TR | $235.18万 | 1.75% | 30,723 | -396 | -1.3% | -$3.03万 | 减仓 |
| QUAL | ISHARES TR | $226.98万 | 1.69% | 10,344 | -3 | -0.0% | -$658 | 减仓 |
| IWB | ISHARES TR | $211.68万 | 1.58% | 5,169 | -3 | -0.1% | -$1,229 | 减仓 |
| VV | VANGUARD INDEX FDS | $203.64万 | 1.52% | 5,921 | 18 | 0.3% | $6,191 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $201.01万 | 1.50% | 29,557 | 3,289 | 12.5% | $22.37万 | 加仓 |
| IYW | ISHARES TR | $191.00万 | 1.42% | 7,573 | -269 | -3.4% | -$6.78万 | 减仓 |
| IWF | ISHARES TR | $184.05万 | 1.37% | 14,823 | -2,537 | -14.6% | -$31.50万 | 减仓 |
| HD | HOME DEPOT INC | $183.12万 | 1.37% | 5,192 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $173.81万 | 1.30% | 17,168 | -255 | -1.5% | -$2.58万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $167.45万 | 1.25% | 19,994 | -3 | -0.0% | -$251 | 减仓 |
| — | EXXON MOBIL CORP | $161.31万 | 1.20% | 11,798 | 79 | 0.7% | $1.08万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $160.48万 | 1.20% | 30,440 | 6,296 | 26.1% | $33.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $159.69万 | 1.19% | 6,749 | -574 | -7.8% | -$13.58万 | 减仓 |
| VB | VANGUARD INDEX FDS | $158.11万 | 1.18% | 5,216 | 47 | 0.9% | $1.42万 | 加仓 |
| IVE | ISHARES TR | $153.09万 | 1.14% | 6,742 | 1,622 | 31.7% | $36.83万 | 加仓 |
| IEV | ISHARES TR | $151.07万 | 1.13% | 20,737 | -12 | -0.1% | -$874 | 减仓 |
| AAPL | APPLE INC | $143.40万 | 1.07% | 4,956 | -13 | -0.3% | -$3,762 | 减仓 |
| IWD | ISHARES TR | $143.14万 | 1.07% | 5,905 | -184 | -3.0% | -$4.46万 | 减仓 |
| IUSB | ISHARES TR | $137.85万 | 1.03% | 29,869 | 5,693 | 23.5% | $26.27万 | 加仓 |
| IWS | ISHARES TR | $134.51万 | 1.00% | 8,172 | -117 | -1.4% | -$1.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $131.20万 | 0.98% | 3,517 | 2 | 0.1% | $746 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $127.30万 | 0.95% | 11,974 | 549 | 4.8% | $5.84万 | 加仓 |
| IYE | ISHARES TR | $126.51万 | 0.94% | 22,356 | 452 | 2.1% | $2.56万 | 加仓 |
| IEMG | ISHARES INC | $122.54万 | 0.91% | 14,793 | -621 | -4.0% | -$5.14万 | 减仓 |
| IAU | ISHARES GOLD TR | $122.36万 | 0.91% | 16,205 | -1,846 | -10.2% | -$13.94万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $120.57万 | 0.90% | 32,942 | 12,031 | 57.5% | $44.03万 | 加仓 |
| HD | HOME DEPOT INC 看跌期权 | $119.91万 | 0.89% | 3,400 | 3,400 | — | $119.91万 | 新建仓 |
| IXN | ISHARES TR | $117.11万 | 0.87% | 8,106 | 1 | 0.0% | $144 | 加仓 |
| VBR | VANGUARD INDEX FDS | $116.17万 | 0.87% | 4,781 | 9 | 0.2% | $2,187 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $115.54万 | 0.86% | 25,399 | 61 | 0.2% | $2,775 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $112.02万 | 0.84% | 1,500 | 1,500 | — | $112.02万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $108.27万 | 0.81% | 6,703 | 884 | 15.2% | $14.28万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $105.86万 | 0.79% | 24,557 | 1,236 | 5.3% | $5.33万 | 加仓 |
| IGM | ISHARES TR | $104.23万 | 0.78% | 6,372 | -71 | -1.1% | -$1.16万 | 减仓 |
| EFG | ISHARES TR | $101.68万 | 0.76% | 8,172 | 114 | 1.4% | $1.42万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $97.16万 | 0.72% | 6,148 | 8 | 0.1% | $1,264 | 加仓 |
| CAT | CATERPILLAR INC | $95.84万 | 0.71% | 900 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR | $94.21万 | 0.70% | 15,144 | 18 | 0.1% | $1,120 | 加仓 |
| IEI | ISHARES TR | $92.56万 | 0.69% | 7,881 | 73 | 0.9% | $8,574 | 加仓 |
| IVLU | ISHARES TR | $92.17万 | 0.69% | 22,039 | -553 | -2.4% | -$2.31万 | 减仓 |
| AMZN | AMAZON COM INC | $91.69万 | 0.68% | 3,847 | -15 | -0.4% | -$3,575 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $91.33万 | 0.68% | 11,393 | -18 | -0.2% | -$1,443 | 减仓 |
| GOOGL | ALPHABET INC | $87.37万 | 0.65% | 2,445 | 1 | 0.0% | $357 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $85.04万 | 0.63% | 8,814 | 1,287 | 17.1% | $12.42万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.48万 | 0.62% | 11,716 | 32 | 0.3% | $2,280 | 加仓 |
| IDV | ISHARES TR | $82.94万 | 0.62% | 20,019 | -255 | -1.3% | -$1.06万 | 减仓 |
| USXF | ISHARES TR | $80.20万 | 0.60% | 11,548 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $77.35万 | 0.58% | 8,799 | 4 | 0.0% | $352 | 加仓 |
| SPYV | SPDR SERIES TRUST | $77.32万 | 0.58% | 12,719 | -1,320 | -9.4% | -$8.02万 | 减仓 |
| INTC | INTEL CORP | $75.31万 | 0.56% | 5,394 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $74.08万 | 0.55% | 10,829 | 6 | 0.1% | $410 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $73.98万 | 0.55% | 31,984 | 7,138 | 28.7% | $16.51万 | 加仓 |
| IYH | ISHARES TR | $73.86万 | 0.55% | 11,022 | -16 | -0.1% | -$1,072 | 减仓 |
| EMXC | ISHARES INC | $73.47万 | 0.55% | 7,182 | 11 | 0.2% | $1,125 | 加仓 |
| ACWI | ISHARES TR | $71.72万 | 0.53% | 4,569 | 12 | 0.3% | $1,884 | 加仓 |
| ESGU | ISHARES TR | $69.95万 | 0.52% | 4,274 | 1 | 0.0% | $164 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $69.48万 | 0.52% | 3,026 | 0 | 0.0% | — | 不变 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $69.45万 | 0.52% | 8,127 | 124 | 1.5% | $1.06万 | 加仓 |
| IJH | ISHARES TR | $69.22万 | 0.52% | 8,977 | 12 | 0.1% | $925 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $65.53万 | 0.49% | 13,010 | 5,446 | 72.0% | $27.43万 | 加仓 |
| IWP | ISHARES TR | $64.17万 | 0.48% | 4,383 | -5,685 | -56.5% | -$83.23万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $62.84万 | 0.47% | 6,729 | 27 | 0.4% | $2,521 | 加仓 |
| LLY | ELI LILLY & CO | $61.83万 | 0.46% | 515 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $59.10万 | 0.44% | 11,680 | 1,379 | 13.4% | $6.98万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $58.96万 | 0.44% | 21,018 | 21,018 | — | $58.96万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $57.01万 | 0.43% | 2,009 | 2,009 | — | $57.01万 | 新建仓 |
| SUSA | ISHARES TR | $56.47万 | 0.42% | 3,660 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $55.16万 | 0.41% | 10,538 | -2,781 | -20.9% | -$14.56万 | 减仓 |
| VO | VANGUARD INDEX FDS | $55.03万 | 0.41% | 6,830 | 86 | 1.3% | $6,929 | 加仓 |
| VBK | VANGUARD INDEX FDS | $54.92万 | 0.41% | 1,502 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $54.52万 | 0.41% | 730 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $53.40万 | 0.40% | 2,703 | -510 | -15.9% | -$10.08万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $52.57万 | 0.39% | 7,810 | 12 | 0.2% | $808 | 加仓 |
| IJR | ISHARES TR | $51.98万 | 0.39% | 3,505 | 5 | 0.1% | $742 | 加仓 |
| EMGF | ISHARES INC | $50.98万 | 0.38% | 6,959 | 9 | 0.1% | $659 | 加仓 |
| EFA | ISHARES TR 看涨期权 | $47.78万 | 0.36% | 4,600 | 4,600 | — | $47.78万 | 新建仓 |
| LQD | ISHARES TR | $47.05万 | 0.35% | 4,314 | 4,314 | — | $47.05万 | 新建仓 |
| WMT | WALMART INC | $46.43万 | 0.35% | 4,100 | 608 | 17.4% | $6.89万 | 加仓 |
| SGOV | ISHARES TR | $39.72万 | 0.30% | 3,945 | 160 | 4.2% | $1.61万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $39.60万 | 0.30% | 6,376 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $38.54万 | 0.29% | 1,088 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $37.13万 | 0.28% | 5,890 | 10 | 0.2% | $630 | 加仓 |
| DIS | DISNEY WALT CO | $36.00万 | 0.27% | 3,741 | 0 | 0.0% | — | 不变 |
| GGOV | BLACKROCK ETF TRUST II | $36.00万 | 0.27% | 7,159 | 7,159 | — | $36.00万 | 新建仓 |
| MCD | MCDONALDS CORP | $34.66万 | 0.26% | 1,282 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $34.02万 | 0.25% | 495 | 1 | 0.2% | $687 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $32.40万 | 0.24% | 636 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $32.05万 | 0.24% | 4,035 | -366 | -8.3% | -$2.91万 | 减仓 |
| RTX | RTX CORPORATION | $31.93万 | 0.24% | 1,683 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $30.61万 | 0.23% | 9,195 | 2,062 | 28.9% | $6.86万 | 加仓 |