Ergawealth Advisors, Inc.
- SEC CIK
- 0001973209
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/27 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 55
- 較 2025 年第 4 季 +1
- 總值
- $2.26 億
- 較 2025 年第 4 季 +$883.0 萬 (+4.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 2,367,488 | $5,433 萬 | 24.0% | +270,130+12.9% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 766,282 | $3,080 萬 | 13.6% | +47,547+6.6% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 634,014 | $2,697 萬 | 11.9% | +31,263+5.2% | 加碼 | – |
| Capital Group Equity ETF Tr14022A102 | US SM MI CA ETF | 794,117 | $2,332 萬 | 10.3% | +45,009+6.0% | 加碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 487,615 | $1,627 萬 | 7.2% | +29,699+6.5% | 加碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 422,910 | $1,625 萬 | 7.2% | +28,186+7.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 166,046 | $560.7 萬 | 2.5% | −1,477−0.9% | 減碼 | – |
| Capital Group New Geography14021N105 | SHS | 173,979 | $549.3 萬 | 2.4% | +8,928+5.4% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 64,181 | $438.2 萬 | 1.9% | −805−1.2% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 39,812 | $369.3 萬 | 1.6% | −328−0.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 62,015 | $351.5 萬 | 1.6% | −12,895−17.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 91,620 | $323.6 萬 | 1.4% | −3,207−3.4% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 52,516 | $265.8 萬 | 1.2% | +8,429+19.1% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 61,460 | $242.3 萬 | 1.1% | −179−0.3% | 減碼 | – |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816 | ETF | 38,536 | $199.7 萬 | 0.9% | −628−1.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 7,219 | $183.2 萬 | 0.8% | +62+0.9% | 加碼 | 歷史 |
| Ea Series Trust02072L441 | STRIVE ENHANCED | 83,097 | $168.2 萬 | 0.7% | +43,530+110.0% | 加碼 | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 35,503 | $160.4 萬 | 0.7% | +35,503 | 新進 | – |
| First Tr Exchng Traded FD VI33740U729 | FT VEST LAD | 59,817 | $157.1 萬 | 0.7% | −4,825−7.5% | 減碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 58,932 | $154.4 萬 | 0.7% | +58,932 | 新進 | – |
| SHWSherwin Williams Co | COM | 4,500 | $144.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,249 | $113.6 萬 | 0.5% | +43+0.4% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,116 | $111.3 萬 | 0.5% | +102+2.0% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,975 | $95.4 萬 | 0.4% | +9+0.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 33,985 | $95.2 萬 | 0.4% | −1,159−3.3% | 減碼 | – |
| FFord Motor Co | Stock | 75,033 | $86.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 12,855 | $62.7 萬 | 0.3% | +55+0.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 11,390 | $55.5 萬 | 0.2% | −4,156−26.7% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,155 | $52.2 萬 | 0.2% | +155+7.8% | 加碼 | 歷史 |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 11,664 | $51.2 萬 | 0.2% | −1,729−12.9% | 減碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 8,954 | $47.1 萬 | 0.2% | +243+2.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,226 | $46.4 萬 | 0.2% | −100−4.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,405 | $45.2 萬 | 0.2% | +74+1.7% | 加碼 | 歷史 |
| CCChemours Co | Stock | 20,100 | $44.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 664 | $43.4 萬 | 0.2% | +72+12.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,101 | $40.7 萬 | 0.2% | −274−19.9% | 減碼 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 8,205 | $40.5 萬 | 0.2% | +1,157+16.4% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 15,780 | $40.3 萬 | 0.2% | −5,101−24.4% | 減碼 | – |
| iShares Tr46434V290 | US SML CAP EQT | 5,252 | $39.6 萬 | 0.2% | −20.0% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,973 | $38.7 萬 | 0.2% | −2,873−29.2% | 減碼 | – |
| TAT&T Inc. | Stock | 11,667 | $33.8 萬 | 0.1% | −299−2.5% | 減碼 | 歷史 |
| ETF Opportunities Trust26923Q747 | HEDGEYE CAPITAL | 11,459 | $33.1 萬 | 0.1% | +11,459 | 新進 | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 7,369 | $30.0 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U570 | VEST US MAX BUFF | 8,858 | $29.7 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 1,722 | $29.2 萬 | 0.1% | −680−28.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,940 | $29.2 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,903 | $27.1 萬 | 0.1% | +5,903 | 新進 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 4,095 | $27.0 萬 | 0.1% | −7−0.2% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,099 | $26.4 萬 | 0.1% | +1+0.1% | 加碼 | – |
| GEGeneral Electric Co | Stock | 893 | $25.3 萬 | 0.1% | +18+2.1% | 加碼 | 歷史 |
| KRKroger Co | Stock | 3,264 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 3,681 | $23.6 萬 | 0.1% | +3,681 | 新進 | – |
| IAUiShares Gold Trust | ETF | 2,522 | $22.2 萬 | 0.1% | −690−21.5% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,143 | $22.2 萬 | 0.1% | −20−0.9% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,671 | $22.1 萬 | 0.1% | +60+2.3% | 加碼 | – |
2025 年第 4 季之後清倉（4 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。