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Ergawealth Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Ergawealth Advisors, Inc.

报告期 2026-03-31 · CIK 0001973209

持仓数

55

前50大市值合计

$225.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

FTHI FIRST TR EXCHANGE TRADED FD

BUYWRIT INCM ETF

$54.3M

2,367,488

24.1%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$30.8M

766,282

13.7%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$27.0M

634,014

12.0%

CGMM CAPITAL GROUP EQUITY ETF TR

US SMALL AND MID

$23.3M

794,117

10.4%

CGGO CAPITAL GROUP GBL GROWTH EQT

SHS CREATION UNI

$16.3M

487,615

7.2%

CGUS CAPITAL GROUP CORE EQUITY ET

SHS CREATION UNI

$16.2M

422,910

7.2%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$5.6M

166,046

2.5%

CGNG CAPITAL GROUP NEW GEOGRAPHY

SHS

$5.5M

173,979

2.4%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$4.4M

64,181

1.9%

FTCS FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF

$3.7M

39,812

1.6%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$3.5M

62,015

1.6%

BUFQ FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$3.2M

91,620

1.4%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$2.7M

52,516

1.2%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$2.4M

61,460

1.1%

PALC PACER FDS TR

LUNT LRGCP MULTI

$2.0M

38,536

0.9%

AAPL APPLE INC

COM

$1.8M

7,219

0.8%

BUXX EA SERIES TRUST

STRIVE ENHANCED

$1.7M

83,097

0.7%

JMBS JANUS DETROIT STR TR

HENDERSON MTG

$1.6M

35,503

0.7%

BUFZ FIRST TR EXCHNG TRADED FD VI

FT VEST LAD

$1.6M

59,817

0.7%

PYLD PIMCO ETF TR

MULTISECTOR BD

$1.5M

58,932

0.7%

SHW SHERWIN WILLIAMS CO

COM

$1.4M

4,500

0.6%

USMV ISHARES TR

MSCI USA MIN VOL

$1.1M

12,249

0.5%

ABBV ABBVIE INC

COM

$1.1M

5,116

0.5%

QUAL ISHARES TR

MSCI USA QLT FCT

$954.3K

4,975

0.4%

BUFD FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$951.6K

33,985

0.4%

F FORD MTR CO

COM

$865.9K

75,033

0.4%

BAC BANK AMERICA CORP

COM

$626.7K

12,855

0.3%

KNG FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500

$554.8K

11,390

0.2%

IBM INTERNATIONAL BUSINESS MACHS

COM

$522.4K

2,155

0.2%

ALTL PACER FDS TR

LUNT LRG CP ALTR

$511.8K

11,664

0.2%

AMLP ALPS ETF TR

ALERIAN MLP

$471.3K

8,954

0.2%

AMZN AMAZON COM INC

COM

$463.6K

2,226

0.2%

ABT ABBOTT LABORATORIES

COM

$452.2K

4,405

0.2%

CC CHEMOURS CO

COM

$442.8K

20,100

0.2%

IVV ISHARES TR

CORE S&P500 ETF

$433.7K

664

0.2%

MSFT MICROSOFT CORP

COM

$407.4K

1,101

0.2%

SPYI NEOS ETF TRUST

NEOS S&P 500 HI

$405.1K

8,205

0.2%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$403.2K

15,780

0.2%

SMLF ISHARES TR

US SML CAP EQT

$396.4K

5,252

0.2%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$387.1K

6,973

0.2%

T AT&T INC

COM

$338.2K

11,667

0.2%

HECA ETF OPPORTUNITIES TRUST

HEDGEYE CAPITAL

$330.8K

11,459

0.1%

GJUL FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$300.5K

7,369

0.1%

JULM FIRST TR EXCHNG TRADED FD VI

VEST US MAX BUFF

$297.2K

8,858

0.1%

— EXXON MOBIL CORP

COM

$292.2K

1,722

0.1%

AGG ISHARES TR

CORE US AGGBD ET

$291.9K

2,940

0.1%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$270.9K

5,903

0.1%

LRGF ISHARES TR

U S EQUITY FACTR

$270.3K

4,095

0.1%

MTUM ISHARES TR

MSCI USA MMENTM

$263.6K

1,099

0.1%

GE GE AEROSPACE

COM NEW

$253.4K

893

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

75%前 6 大占比

FTHI24.1%CGGR13.7%CGDV12.0%CGMM10.4%CGGO7.2%CGUS7.2%