EA

Ergawealth Advisors, Inc.

趋势追踪型长期持有型高品质投资策略

申报总市值

US$2.3亿

申报季度: 2026-03-31 · 持股只数: 55

Ergawealth Advisors, Inc.在最新一期 13F 报告中披露了 55 项持股，申报期为 2026-03-31，总持股市值约为 US$2.3亿，季度换手率为 8.6%。

机构性格雪花图

集中度
45.82
持仓稳定性
8.59
动能／逆势
100
行业集中度
61.65
多样化
100
仓位均衡度
76.76

近期动向

  • 加仓 FTHI

    +12.9%　US$479.4万

  • 减仓 CGGR

    +6.6%　-US$116.5万

  • 减仓 JEPI

    -17.2%　-US$77.3万

  • 加仓 CGMM

    +6.0%　US$171.1万

  • 加仓 BUXX

    +110.0%　US$88.1万

  • 减仓 CGDV

    +5.2%　US$66.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1FTHIFthi/first Trust Exchange-trETF-其他24.02%+1.23%+12.88%
2CGGRCap Group Growth EquityETF-其他13.62%-1.09%+6.62%
3CGDVCap Group Dividend ValueETF-其他11.93%-0.17%+5.19%
4CGMMCap Group Small And Mid CapETF-其他10.31%+0.37%+6.01%
5CGGOCap Group Global GrowthETF-其他7.19%-0.11%+6.49%
6CGUSCap Group Core EquityETF-其他7.18%-0.13%+7.14%
7BUFRFt Vest Lad Buffervetf-usd IETF-其他2.48%-0.16%-0.88%
8CGNGCap Group New Geography EqETF-其他2.43%+0.01%+5.41%
9RDVYFirst Trust Rising DividendETF-其他1.94%-0.14%-1.24%
10FTCSFirst Trust Capital StrengthETF-其他1.63%-0.08%-0.82%
11JEPIJpmorgan Equity Premium IncoETF-其他1.55%-0.42%-17.21%
12BUFQFt Vst Lad Nsdq Buf Etf-usdiETF-其他1.43%-0.13%-3.38%
13JPSTJpmorgan Ultra-short IncomeETF-其他1.18%+0.15%+19.12%
14SDVYFirst Trust Smid Cap RisingETF-其他1.07%-0.02%-0.29%
15PALCPacer Lunt Lrg Cap Multi-facETF-其他0.88%-0.06%-1.60%
16AAPLApple INC股票-科技0.81%-0.09%+0.87%
17BUXXStrive Enhanced Income ShortETF-其他0.74%+0.37%+110.02%
18JMBSJanus Henderson Mortg BackedETF-其他0.71%+0.71%NEW
19BUFZFt Vest Laddered Moderate BuETF-其他0.69%-0.10%-7.46%
20PYLDPimco Multisector Bond ActvETF-其他0.68%+0.68%NEW
21SHWSherwin-williams Co/the股票-原材料0.64%-0.03%—
22USMVIshares Msci USA Min Vol FacETF-其他0.50%—+0.35%
23ABBVAbbvie INC股票-医疗保健0.49%-0.04%+2.03%
24QUALIshares Msci USA Quality FacETF-其他0.42%-0.03%+0.18%
25BUFDFt Vst Lad Deep Buf Etf-usdiETF-其他0.42%-0.04%-3.30%
26FFord Motor Co股票-周期性消费0.38%-0.07%—
27BACBank Of America CORP股票-金融0.28%-0.04%+0.43%
28KNGFt Vest S&p 500 Dvd Arst TrgETF-大型股与成长0.25%-0.10%-26.73%
29IBMIntl Business Machines CORP股票-科技0.23%-0.04%+7.75%
30ALTLPacer Lunt Large Cap AlternaETF-大型股与成长0.23%-0.03%-12.91%
31AMLPAlerian Mlp ETFETF-其他0.21%+0.02%+2.79%
32AMZNAmazon.com INC股票-周期性消费0.20%-0.05%-4.30%
33ABTAbbott Laboratories股票-医疗保健0.20%-0.05%+1.71%
34CCChemours Co/the股票-原材料0.20%+0.09%—
35IVVIshares Core S&p 500 ETFETF-大型股与成长0.19%—+12.16%
36MSFTMicrosoft CORP股票-科技0.18%-0.13%-19.93%
37SPYINeos S&p 500 High Income ETFETF-大型股与成长0.18%+0.01%+16.42%
38RDVIFt Vest Rising Dividend AchiETF-其他0.18%-0.07%-24.43%
39SMLFIshares US Smallcap Equity FETF-其他0.18%—-0.04%
40JEPQJPM Nasdaq Equity PremiumETF-科技型0.17%-0.09%-29.18%
41TAt&t INC股票-通信服务0.15%+0.01%-2.50%
42HECAHedgeye Capital Allocat ETFETF-其他0.15%+0.15%NEW
43GJULFt Vest US Equity Moderate BETF-其他0.13%——
44JULMFt Vest US Eq Max Buf JulyETF-其他0.13%——
45XOMExxon Mobil CORP股票-能源0.13%—-28.31%
46AGGIshares Core U.s. AggregateETF-其他0.13%——
47XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.12%+0.12%NEW
48LRGFIshares US Equity Factor ETFETF-其他0.12%-0.01%-0.17%
49MTUMIshares Msci USA Momentum FaETF-其他0.12%—+0.09%
50GEGeneral Electric股票-工业0.11%-0.01%+2.06%
1–50 of 55

本季持股变动

Ergawealth Advisors, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Janus Henderson Mortg Backed (JMBS); 新建仓: Pimco Multisector Bond Actv (PYLD); 新建仓: Hedgeye Capital Allocat ETF (HECA); 新建仓: St Sr Utl Sl Se Spdr Etf-usd (XLU); 清仓: Ishares Treasury Floating Ra (TFLO).

Ergawealth Advisors, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1FTHIFthi/first Trust Exchange-tr+1.2%+12.88%加仓
2CGMMCap Group Small And Mid Cap+0.4%+6.01%加仓
3BUXXStrive Enhanced Income Short+0.4%+110.02%加仓
4JPSTJpmorgan Ultra-short Income+0.2%+19.12%加仓
5CCChemours Co/the+0.1%—不变
6AMLPAlerian Mlp ETF0%+2.79%加仓
7CGNGCap Group New Geography Eq0%+5.41%加仓
8TAt&t INC0%-2.50%减仓
9SPYINeos S&p 500 High Income ETF0%+16.42%加仓
10KRKroger Co0%—不变
11IVVIshares Core S&p 500 ETF—+12.16%加仓
12GEGeneral Electric0%+2.06%加仓
13LRGFIshares US Equity Factor ETF0%-0.17%减仓
14SDVYFirst Trust Smid Cap Rising0%-0.29%减仓
15IAUIshares Gold Trust0%-21.48%减仓
16ALTLPacer Lunt Large Cap Alterna0%-12.91%减仓
17QUALIshares Msci USA Quality Fac0%+0.18%加仓
18SHWSherwin-williams Co/the0%—不变
19BACBank Of America CORP0%+0.43%加仓
20IBMIntl Business Machines CORP0%+7.75%加仓
21BUFDFt Vst Lad Deep Buf Etf-usdi0%-3.30%减仓
22ABBVAbbvie INC0%+2.03%加仓
23ABTAbbott Laboratories-0.1%+1.71%加仓
24AMZNAmazon.com INC-0.1%-4.30%减仓
25PALCPacer Lunt Lrg Cap Multi-fac-0.1%-1.60%减仓
26RDVIFt Vest Rising Dividend Achi-0.1%-24.43%减仓
27FFord Motor Co-0.1%—不变
28FTCSFirst Trust Capital Strength-0.1%-0.82%减仓
29JEPQJPM Nasdaq Equity Premium-0.1%-29.18%减仓
30AAPLApple INC-0.1%+0.87%加仓
31KNGFt Vest S&p 500 Dvd Arst Trg-0.1%-26.73%减仓
32BUFZFt Vest Laddered Moderate Bu-0.1%-7.46%减仓
33CGGOCap Group Global Growth-0.1%+6.49%加仓
34CGUSCap Group Core Equity-0.1%+7.14%加仓
35MSFTMicrosoft CORP-0.1%-19.93%减仓
36BUFQFt Vst Lad Nsdq Buf Etf-usdi-0.1%-3.38%减仓
37RDVYFirst Trust Rising Dividend-0.1%-1.24%减仓
38BUFRFt Vest Lad Buffervetf-usd I-0.2%-0.88%减仓
39CGDVCap Group Dividend Value-0.2%+5.19%加仓
40JEPIJpmorgan Equity Premium Inco-0.4%-17.21%减仓
41CGGRCap Group Growth Equity-1.1%+6.62%加仓
42JMBSJanus Henderson Mortg Backed—NEW新建仓
43PYLDPimco Multisector Bond Actv—NEW新建仓
44HECAHedgeye Capital Allocat ETF—NEW新建仓
45XLUSt Sr Utl Sl Se Spdr Etf-usd—NEW新建仓
46TFLOIshares Treasury Floating Ra—EXIT清仓
47ZROZPimco 25+ Yr Zero Cpn US Tif—NEW新建仓
48JMSTJPM Ultra-short Muni Income—EXIT清仓
49KHCKraft Heinz Co/the—EXIT清仓
50LLYEli Lilly & Co—EXIT清仓

FAQ

Ergawealth Advisors, Inc. 是什么机构？属于哪种投资人类型？
Ergawealth Advisors, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.3亿，分布在 55 个已申报仓位之中。
Ergawealth Advisors, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Ergawealth Advisors, Inc. 按市值排列的前几大持股为： 1. Fthi/first Trust Exchange-tr (FTHI) — US$5433.4万 (24.0%) 2. Cap Group Growth Equity (CGGR) — US$3079.7万 (13.6%) 3. Cap Group Dividend Value (CGDV) — US$2697.1万 (11.9%) 4. Cap Group Small And Mid Cap (CGMM) — US$2331.5万 (10.3%) 5. Cap Group Global Growth (CGGO) — US$1627.2万 (7.2%)
Ergawealth Advisors, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Ergawealth Advisors, Inc. 共进行了 46 项显著调整：新建仓 5 个仓位、加仓 19 个既有持股、减仓 18 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Janus Henderson Mortg Backed (JMBS); 新建仓: Pimco Multisector Bond Actv (PYLD); 新建仓: Hedgeye Capital Allocat ETF (HECA); 新建仓: St Sr Utl Sl Se Spdr Etf-usd (XLU); 清仓: Ishares Treasury Floating Ra (TFLO)
Ergawealth Advisors, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Ergawealth Advisors, Inc. 的主要板块分布如下： • Information Technology: 34.6% • Health Care: 19.6% • Materials: 18.1% • Financials: 7.8% • Consumer Discretionary: 5.8% • Communication Services: 4.2%