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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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4

24Q4 调仓2024-09-30 → 2024-12-31 · 共 54 项建仓 5增持 21减持 26清仓 2

方向

标的

Δ市值

现股数(环比)

增持

BUFR FIRST TR EXCHNG TRADED FD VI

+$2.4M

339,054 +27%

减持

KNG FIRST TR EXCHANGE-TRADED FD

-$1.7M

211,747 -6%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

-$1.6M

192,399

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

-6%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$1.6M

600,421 +1%

增持

BUFQ FIRST TR EXCHNG TRADED FD VI

+$1.3M

221,134 +18%

减持

JEPI J P MORGAN EXCHANGE TRADED F

-$1.1M

297,876 -3%

减持

BUFZ FIRST TR EXCHNG TRADED FD VI

-$673.5K

148,623 -17%

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$639.8K

72,647 +15%

减持

PSFF PACER FDS TR

-$574.2K

39,534 -34%

减持

SDVY FIRST TR EXCHANGE-TRADED FD

-$552.0K

301,750 -3%

建仓

VOO VANGUARD INDEX FDS

+$546.9K

1,015

增持

SDVD FIRST TR EXCH TRADED FD III

+$546.6K

102,902 +36%

建仓

FSCO FS CREDIT OPPORTUNITIES CORP

+$463.1K

67,909

减持

AAPL APPLE INC

+$450.3K

31,410 -1%

减持

FDL FIRST TR MORNINGSTAR DIVID L

-$421.2K

11,917 -45%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$411.3K

512,610 +6%

减持

USMV ISHARES TR

-$386.4K

18,500 -17%

建仓

AMLP ALPS ETF TR

+$385.7K

8,009

建仓

GLD SPDR GOLD TR

+$337.8K

1,395

清仓

DOW DOW INC

-$258.6K

0 -100%

建仓

VEA VANGUARD TAX-MANAGED FDS

+$248.6K

5,198

清仓

HD HOME DEPOT INC

-$205.7K

0 -100%

减持

PALC PACER FDS TR

-$172.5K

207,925 -1%

减持

UCON FIRST TR EXCHNG TRADED FD VI

-$170.6K

17,154 -27%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$155.3K

86,697 +4%

减持

QUAL ISHARES TR

-$100.0K

6,081 -8%

减持

RDVY FIRST TR EXCHANGE-TRADED FD

-$96.3K

255,011 -1%

减持

CGGO CAPITAL GROUP GBL GROWTH EQT

-$96.0K

27,442 -8%

减持

MSFT MICROSOFT CORP

-$85.7K

751 -20%

增持

ALTL PACER FDS TR

-$80.0K

240,844 +2%

减持

LLY ELI LILLY & CO

-$78.6K

620 -1%

增持

QQQ INVESCO QQQ TR

+$72.5K

1,823 +4%

增持

CDW CDW CORP

-$67.0K

1,303 +0%

增持

RDVI FIRST TR EXCHANGE-TRADED FD

-$65.9K

222,984 +0%

减持

MTUM ISHARES TR

-$60.0K

2,014 -14%

增持

SCHG SCHWAB STRATEGIC TR

+$59.0K

25,289 +308%

增持

NFTY FIRST TR EXCH TRD ALPHDX FD

-$58.7K

9,880 +5%

减持

FDN FIRST TR EXCHANGE-TRADED FD

-$50.8K

833 -30%

减持

STRL STERLING INFRASTRUCTURE INC

+$47.7K

2,177 -1%

增持

QARP DBX ETF TR

+$46.6K

13,812 +7%

增持

BUFD FIRST TR EXCHNG TRADED FD VI

+$45.8K

60,305 +1%

减持

JMST J P MORGAN EXCHANGE TRADED F

-$43.4K

5,528 -13%

减持

SMLF ISHARES TR

-$33.7K

7,105 -8%

减持

LRGF ISHARES TR

-$32.8K

6,666 -10%

减持

AMZN AMAZON COM INC

+$29.6K

2,585 -10%

增持

PKW INVESCO EXCHANGE TRADED FD T

+$28.3K

3,576 +7%

增持

FTGS FIRST TR EXCHANGE-TRADED FD

+$27.9K

18,905 +4%

增持

— EXXON MOBIL CORP

-$22.6K

2,552 +1%

增持

COWZ PACER FDS TR

+$22.5K

20,374 +4%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$15.2K

3,819 +2%

增持

PAMC PACER FDS TR

+$13.5K

13,314 +2%

减持

V VISA INC

-$11.8K

657 -18%

减持

T AT&T INC

+$7.2K

12,250 -1%

减持

AVGO BROADCOM INC

+$4.6K

2,014 -25%