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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 68 项建仓 18增持 26减持 19清仓 5

方向

标的

Δ市值

现股数(环比)

建仓

FTHI FIRST TR EXCHANGE TRADED FD

+$8.4M

369,549

增持

CGGR CAPITAL GROUP GROWTH ETF

+$5.0M

635,729 +4%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$3.0M

568,141 +4%

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。

建仓

CGMM CAPITAL GROUP EQUITY ETF TR

+$2.6M

96,732

减持

KNG FIRST TR EXCHANGE-TRADED FD

-$2.3M

177,041 -19%

增持

RDVY FIRST TR EXCHANGE TRADED FD

+$2.0M

271,590 +6%

减持

RDVI FIRST TR EXCHANGE-TRADED FD

-$1.3M

191,905 -25%

建仓

CGUS CAPITAL GROUP CORE EQUITY ET

+$1.3M

34,142

增持

CGGO CAPITAL GROUP GBL GROWTH EQT

+$1.3M

57,355 +184%

清仓

COWZ PACER FDS TR

-$1.2M

0 -100%

减持

JEPI J P MORGAN EXCHANGE TRADED F

-$944.2K

267,949 -5%

减持

SDVD FIRST TR EXCH TRADED FD III

-$791.2K

85,775 -33%

减持

FTCS FIRST TR EXCHANGE-TRADED FD

-$762.1K

160,932 -6%

建仓

CIBR FIRST TR EXCHANGE TRADED FD

+$661.2K

8,749

增持

JEPQ J P MORGAN EXCHANGE TRADED F

+$587.2K

91,530 +8%

建仓

FXU FIRST TR EXCHANGE TRADED FD

+$565.2K

13,336

清仓

PAMC PACER FDS TR

-$550.5K

0 -100%

清仓

VOO VANGUARD INDEX FDS

-$521.6K

0 -100%

建仓

CAT CATERPILLAR INC

+$454.6K

1,171

减持

ALTL PACER FDS TR

-$451.0K

213,430 -12%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$421.2K

79,971 -10%

建仓

CGNG CAPITAL GROUP NEW GEOGRAPHY

+$416.1K

14,442

清仓

GLD SPDR GOLD TR

-$402.0K

0 -100%

增持

MTUM ISHARES TR

+$397.0K

4,361 +35%

增持

AAPL APPLE INC

-$396.5K

31,778 +2%

减持

SDVY FIRST TR EXCHANGE-TRADED FD

-$378.2K

271,747 -9%

增持

SCHG SCHWAB STRATEGIC TR

+$362.5K

26,380 +62%

减持

BUFQ FIRST TR EXCHNG TRADED FD VI

+$351.3K

237,726 -6%

减持

BUFR FIRST TR EXCHNG TRADED FD VI

+$313.3K

407,113 -4%

清仓

VEA VANGUARD TAX-MANAGED FDS

-$264.2K

0 -100%

建仓

KR KROGER CO

+$234.1K

3,264

建仓

GE GE AEROSPACE

+$228.3K

887

建仓

FV FIRST TR EXCHANGE TRADED FD

+$222.8K

3,759

建仓

IVV ISHARES TR

+$222.2K

358

建仓

PPA INVESCO EXCHANGE TRADED FD T

+$221.9K

1,566

建仓

FDN FIRST TR EXCHANGE-TRADED FD

+$218.5K

811

建仓

PAVE GLOBAL X FDS

+$213.5K

4,898

建仓

AIRR FIRST TR EXCHANGE TRADED FD

+$204.4K

2,511

建仓

CEG CONSTELLATION ENERGY CORP

+$204.0K

632

建仓

PANW PALO ALTO NETWORKS INC

+$201.8K

986

增持

QQQ INVESCO QQQ TR

+$184.1K

1,449 +10%

增持

FTGS FIRST TR EXCHANGE-TRADED FD

+$181.0K

21,893 +15%

增持

FDL FIRST TR EXCHANGE-TRADED FD

+$163.7K

39,000 +15%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$144.1K

4,056 +2%

建仓

FSCO FS CREDIT OPPORTUNITIES CORP

+$129.4K

17,818

增持

MSFT MICROSOFT CORP

+$116.3K

793 +7%

减持

BUFD FIRST TR EXCHNG TRADED FD VI

-$103.9K

56,029 -12%

增持

QARP DBX ETF TR

+$102.8K

15,355 +10%

增持

ABBV ABBVIE INC

-$96.3K

4,962 +2%

增持

PSFF PACER FDS TR

+$95.7K

40,967 +1%

减持

BUFZ FIRST TR EXCHNG TRADED FD VI

-$90.5K

143,912 -8%

增持

PKW INVESCO EXCHANGE TRADED FD T

+$90.1K

4,003 +11%

增持

AMZN AMAZON COM INC

+$80.8K

2,610 +1%

减持

LRGF ISHARES TR

-$54.6K

5,082 -23%

减持

JMST J P MORGAN EXCHANGE TRADED F

-$54.5K

4,528 -19%

增持

RISR TIDAL TRUST I

+$41.0K

18,347 +6%

增持

T AT&T INC

+$33.2K

13,117 +7%

增持

ABT ABBOTT LABS

+$28.3K

4,283 +3%

增持

CC CHEMOURS CO

+$25.8K

20,100 +33%

增持

CDW CDW CORP

+$24.8K

1,312 +0%

增持

— EXXON MOBIL CORP

-$20.0K

2,600 +3%

减持

QUAL ISHARES TR

+$13.8K

5,711 -5%

增持

AMLP ALPS ETF TR

-$13.0K

8,437 +3%

减持

UCON FIRST TR EXCHNG TRADED FD VI

-$9.8K

12,731 -4%

增持

LLY ELI LILLY & CO

-$9.2K

626 +4%

减持

USMV ISHARES TR

-$6.4K

17,916 -1%

减持

PALC PACER FDS TR

+$4.4K

201,666 -3%

减持

SMLF ISHARES TR

+$511

6,413 -8%