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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 74 项
建仓 9
增持 17
减持 25
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$18.1M
1,120,410
+203%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$6.8M
332,764
+244%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$5.3M
210,213
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。
+267%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$5.3M
173,824
-36%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$5.3M
165,554
+385%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$4.8M
183,106
-32%
减持
AAPL
APPLE INC
-$4.6M
7,467
-77%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$3.8M
100,017
-44%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.5M
668,167
+5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$3.2M
121,518
-24%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$3.1M
33,452
-63%
减持
PALC
PACER FDS TR
-$2.7M
139,771
-31%
减持
ALTL
PACER FDS TR
-$2.5M
131,154
-39%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$2.4M
188,349
-31%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$2.1M
324,852
-20%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.0M
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.9M
578,808
+2%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$1.8M
71,635
+396%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.7M
46,308
-42%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$1.6M
123,337
-36%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$1.4M
5,829
-85%
清仓
PSFF
PACER FDS TR
-$1.2M
0
-100%
清仓
QARP
DBX ETF TR
-$825.3K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$799.3K
0
-100%
建仓
BUXX
EA SERIES TRUST
+$772.4K
38,086
清仓
SCHG
SCHWAB STRATEGIC TR
-$770.6K
0
-100%
清仓
FTGS
FIRST TR EXCHANGE-TRADED FD
-$748.5K
0
-100%
减持
SDVD
FIRST TR EXCH TRADED FD III
-$708.4K
48,603
-43%
减持
MTUM
ISHARES TR
-$676.4K
1,450
-67%
清仓
RISR
TIDAL TRUST I
-$670.9K
0
-100%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$661.2K
0
-100%
清仓
FXU
FIRST TR EXCHANGE TRADED FD
-$565.2K
0
-100%
清仓
AVGO
BROADCOM INC
-$544.7K
0
-100%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$502.3K
0
-100%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$494.8K
0
-100%
清仓
LLY
ELI LILLY & CO
-$488.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$454.6K
0
-100%
建仓
SPYI
NEOS ETF TRUST
+$360.9K
6,900
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$298.9K
7,369
建仓
AGG
ISHARES TR
+$294.7K
2,940
建仓
JULM
FIRST TR EXCHNG TRADED FD VI
+$294.1K
8,858
减持
USMV
ISHARES TR
-$288.9K
14,641
-18%
清仓
DAPR
FIRST TR EXCHNG TRADED FD VI
-$270.4K
0
-100%
建仓
TFLO
ISHARES TR
+$240.5K
4,754
增持
ABBV
ABBVIE INC
+$239.7K
5,014
+1%
清仓
FISV
FISERV INC
-$237.6K
0
-100%
减持
BUFZ
FIRST TR EXCHNG TRADED FD VI
-$235.1K
129,446
-10%
建仓
IAU
ISHARES GOLD TR
+$233.7K
3,212
建仓
STIP
ISHARES TR
+$223.6K
2,163
清仓
FV
FIRST TR EXCHANGE TRADED FD
-$222.8K
0
-100%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$221.9K
0
-100%
建仓
SHY
ISHARES TR
+$216.6K
2,611
清仓
PAVE
GLOBAL X FDS
-$213.5K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$210.6K
0
-100%
清仓
AIRR
FIRST TR EXCHANGE TRADED FD
-$204.4K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$204.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$201.8K
0
-100%
增持
IVV
ISHARES TR
+$174.0K
592
+65%
减持
MSFT
MICROSOFT CORP
-$149.0K
474
-40%
减持
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$77.1K
224,323
-6%
增持
QUAL
ISHARES TR
+$68.6K
5,721
+0%
减持
AMZN
AMAZON COM INC
-$39.9K
2,426
-7%
减持
GE
GE AEROSPACE
+$34.9K
875
-1%
减持
SMLF
ISHARES TR
+$26.7K
6,221
-3%
增持
LRGF
ISHARES TR
+$25.4K
5,086
+0%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$16.8K
54,447
-3%
增持
CDW
CDW CORP
-$15.6K
1,373
+5%
减持
—
EXXON MOBIL CORP
-$11.5K
2,384
-8%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$10.2K
17,245
-3%
增持
AMLP
ALPS ETF TR
-$8.6K
8,601
+2%
增持
T
AT&T INC
-$5.8K
13,235
+1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$5.8K
12,810
+1%
增持
ABT
ABBOTT LABS
-$2.6K
4,330
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.2K
4,559
+1%