Ergawealth Advisors, Inc. 13F 持仓 · 2026年Q2

Name: Ergawealth Advisors 13F 持仓 2026年Q2：54 只证券、2.6 亿美元
Creator: ko.io

Ergawealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 2.58 亿美元。前几大持仓：FTHI（24.54%）、CGGR（14.61%）、CGDV（12.26%）。本季前 25 大持仓中：增持 9 只、减持 14 只。

排名	代码	公司	市值	占组合	股数	变动
1	FTHI	FIRST TR EXCHANGE TRADED FD	$63.2M	24.54%	2.6M	增持
2	CGGR	CAPITAL GROUP GROWTH ETF	$37.6M	14.61%	796,941	增持
3	CGDV	CAPITAL GROUP DIVIDEND VALUE	$31.6M	12.26%	640,634	增持
4	CGMM	CAPITAL GROUP EQUITY ETF TR	$26.9M	10.44%	815,624	增持
5	CGGO	CAPITAL GROUP GBL GROWTH EQT	$21.0M	8.14%	495,244	增持
6	CGUS	CAPITAL GROUP CORE EQUITY ET	$19.2M	7.45%	431,464	增持
7	CGNG	CAPITAL GROUP NEW GEOGRAPHY	$6.6M	2.56%	176,253	增持
8	BUFR	FIRST TR EXCHNG TRADED FD VI	$5.2M	2.03%	143,415	减持
9	RDVY	FIRST TR EXCHANGE TRADED FD	$5.1M	1.97%	62,474	减持
10	FTCS	FIRST TR EXCHANGE-TRADED FD	$3.7M	1.43%	39,255	减持
11	BUFQ	FIRST TR EXCHNG TRADED FD VI	$3.0M	1.17%	76,640	减持
12	SDVY	FIRST TR EXCHANGE TRADED FD	$2.6M	1.03%	61,380	减持
13	JEPI	J P MORGAN EXCHANGE TRADED F	$2.5M	0.97%	44,255	减持
14	JPST	J P MORGAN EXCHANGE TRADED F	$2.3M	0.89%	45,408	减持
15	PALC	PACER FDS TR	$2.2M	0.85%	36,690	减持
16	AAPL	APPLE INC	$1.9M	0.76%	6,730	减持
17	JMBS	JANUS DETROIT STR TR	$1.6M	0.62%	35,358	减持
18	PYLD	PIMCO ETF TR	$1.6M	0.61%	58,777	减持
19	BUXX	EA SERIES TRUST	$1.6M	0.60%	76,761	减持
20	SHW	SHERWIN WILLIAMS CO	$1.5M	0.60%	4,500	持平
21	BUFZ	FIRST TR EXCHNG TRADED FD VI	$1.5M	0.57%	52,346	减持
22	ABBV	ABBVIE INC	$1.3M	0.50%	5,116	持平
23	USMV	ISHARES TR	$1.2M	0.46%	12,277	增持
24	QUAL	ISHARES TR	$1.1M	0.42%	4,982	增持
25	BUFD	FIRST TR EXCHNG TRADED FD VI	$866,962	0.34%	29,171	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

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