Emergent Wealth Advisors, LLC 13F 持仓 · 2026年Q3
Emergent Wealth Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 124 只证券，申报市值合计 1.91 亿美元。前几大持仓：IVV（13.47%）、IEFA（6.51%）、VUG（5.96%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $25.7M | 13.47% | 33,622 | 减持 |
| 2 | IEFA | ISHARES TR | $12.5M | 6.51% | 128,543 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $11.4M | 5.96% | 126,572 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $8.5M | 4.45% | 39,347 | 增持 |
| 5 | AGG | ISHARES TR | $8.4M | 4.39% | 88,849 | 减持 |
| 6 | IEMG | ISHARES INC | $8.2M | 4.30% | 101,325 | 减持 |
| 7 | DYNF | BLACKROCK ETF TRUST | $7.6M | 3.96% | 109,225 | 增持 |
| 8 | BINC | BLACKROCK ETF TRUST II | $6.3M | 3.31% | 124,523 | 减持 |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $4.4M | 2.28% | 92,985 | 增持 |
| 10 | VCRB | VANGUARD MALVERN FDS | $4.0M | 2.07% | 53,762 | 减持 |
| 11 | SPYM | SPDR SERIES TRUST | $3.8M | 1.99% | 42,364 | 减持 |
| 12 | BAI | BLACKROCK ETF TRUST | $3.6M | 1.90% | 76,968 | 增持 |
| 13 | SHLD | GLOBAL X FDS | $2.9M | 1.52% | 48,464 | 增持 |
| 14 | IJR | ISHARES TR | $2.8M | 1.47% | 20,640 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $2.7M | 1.43% | 12,006 | 增持 |
| 16 | AMZN | AMAZON COM INC | $2.7M | 1.41% | 10,786 | 增持 |
| 17 | BBUS | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.40% | 19,411 | 减持 |
| 18 | BOND | PIMCO ETF TR | $2.6M | 1.37% | 30,173 | 减持 |
| 19 | GLD | SPDR GOLD TR | $2.6M | 1.36% | 6,826 | 减持 |
| 20 | BLCR | BLACKROCK ETF TRUST | $2.6M | 1.34% | 52,320 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $2.5M | 1.28% | 4,788 | 增持 |
| 22 | VXF | VANGUARD INDEX FDS | $2.1M | 1.09% | 8,963 | 减持 |
| 23 | SCHX | SCHWAB STRATEGIC TR | $2.1M | 1.07% | 68,442 | 减持 |
| 24 | NYF | ISHARES TR | $1.9M | 1.01% | 38,355 | 增持 |
| 25 | WELL | WELLTOWER INC | $1.8M | 0.97% | 8,033 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR