Warren Street Wealth Advisors, LLC
IRVINE CA · SEC CIK 0001703496
$3.93亿2026Q1 申报市值
129持仓数
60.3%前十大占比 · 第一大 13.7%
14 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EA SERIES TRUST 加仓+$1,890.93万
JNJ 加仓+$690.51万
QQQ 新建仓+$609.25万
XLV 新建仓+$603.56万
AMGN 加仓+$580.13万
2026Q1 卖出最多 按季末市值估算
GLDM 减仓-$341.26万
GNR 减仓-$221.05万
GCC 减仓-$176.06万
GII 减仓-$91.52万
VOO 减仓-$89.15万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -520 | -100.0% | -$34.45万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,088 | -100.0% | -$27.99万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,743 | -100.0% | -$21.84万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,378 | -100.0% | -$21.11万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -793 | -100.0% | -$21.01万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -973 | -100.0% | -$20.91万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SQQQ | PROSHARES TR | $0 | 0.00% | 0 | -3,000 | -100.0% | -$20.55万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -299 | -100.0% | -$20.15万 | 清仓 |
| TAC | TRANSALTA CORP | $0 | 0.00% | 0 | -10,171 | -100.0% | -$12.86万 | 清仓 |
| — | CARDLYTICS INC | $1.36万 | 0.00% | 12,947 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $9.65万 | 0.02% | 19,177 | 3,088 | 19.2% | $1.55万 | 加仓 |
| TKC | TURKCELL ILETISIM | $10.49万 | 0.03% | 17,392 | 572 | 3.4% | $3,449 | 加仓 |
| HAFN | HAFNIA LTD | $11.28万 | 0.03% | 14,844 | 402 | 2.8% | $3,055 | 加仓 |
| DIS | DISNEY WALT CO | $20.19万 | 0.05% | 2,095 | -217 | -9.4% | -$2.09万 | 重新持有 |
| GLD | SPDR GOLD TR | $20.27万 | 0.05% | 471 | 471 | — | $20.27万 | 新建仓 |
| NVS | NOVARTIS AG | $20.36万 | 0.05% | 1,333 | 1,333 | — | $20.36万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $20.64万 | 0.05% | 2,327 | -442 | -16.0% | -$3.92万 | 减仓 |
| CB | CHUBB LTD SWITZ | $20.66万 | 0.05% | 634 | 634 | — | $20.66万 | 新建仓 |
| NEM | NEWMONT CORP | $20.96万 | 0.05% | 1,936 | 1,936 | — | $20.96万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.02万 | 0.05% | 1,010 | 4 | 0.4% | $832 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $21.04万 | 0.05% | 9,716 | 432 | 4.7% | $9,357 | 加仓 |
| HSBC | HSBC HLDGS PLC | $21.45万 | 0.05% | 2,600 | 2,600 | — | $21.45万 | 新建仓 |
| PEP | PEPSICO INC | $21.62万 | 0.06% | 1,392 | 1,392 | — | $21.62万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.91万 | 0.06% | 259 | 1 | 0.4% | $846 | 加仓 |
| TAC | TRANSALTA CORP 看涨期权 | $21.95万 | 0.06% | 12,000 | 12,000 | — | $21.95万 | 新建仓 |
| SO | SOUTHERN CO | $22.22万 | 0.06% | 2,302 | -98 | -4.1% | -$9,459 | 减仓 |
| IJH | ISHARES TR | $22.22万 | 0.06% | 3,290 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $22.23万 | 0.06% | 1,698 | -31 | -1.8% | -$4,059 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $23.52万 | 0.06% | 6,775 | 26 | 0.4% | $902 | 加仓 |
| T | AT&T INC | $24.24万 | 0.06% | 8,362 | -1,945 | -18.9% | -$5.64万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $24.31万 | 0.06% | 1,058 | 47 | 4.6% | $1.08万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $24.43万 | 0.06% | 1,691 | 162 | 10.6% | $2.34万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $24.67万 | 0.06% | 400 | 400 | — | $24.67万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $24.68万 | 0.06% | 846 | -120 | -12.4% | -$3.50万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.78万 | 0.06% | 555 | 52 | 10.3% | $2.32万 | 加仓 |
| GE | GE AEROSPACE | $25.88万 | 0.07% | 912 | 19 | 2.1% | $5,391 | 加仓 |
| MUB | ISHARES TR | $26.11万 | 0.07% | 2,460 | 348 | 16.5% | $3.69万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.83万 | 0.07% | 1,107 | 59 | 5.6% | $1.43万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $26.86万 | 0.07% | 1,927 | 56 | 3.0% | $7,805 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $27.27万 | 0.07% | 8,356 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $28.24万 | 0.07% | 859 | 59 | 7.4% | $1.94万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $28.31万 | 0.07% | 4,085 | 4,085 | — | $28.31万 | 新建仓 |
| MCK | MCKESSON CORP | $28.99万 | 0.07% | 335 | 33 | 10.9% | $2.86万 | 加仓 |
| MCD | MCDONALDS CORP | $30.25万 | 0.08% | 973 | 56 | 6.1% | $1.74万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $31.00万 | 0.08% | 17,896 | -962 | -5.1% | -$1.67万 | 减仓 |
| IEFA | ISHARES TR | $31.18万 | 0.08% | 3,444 | 750 | 27.8% | $6.79万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $31.60万 | 0.08% | 6,923 | 19 | 0.3% | $867 | 加仓 |
| QUAL | ISHARES TR | $31.96万 | 0.08% | 1,666 | -55 | -3.2% | -$1.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.27万 | 0.08% | 955 | 38 | 4.1% | $1.28万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $33.70万 | 0.09% | 1,700 | 48 | 2.9% | $9,516 | 加仓 |
| KLAC | KLA CORP | $33.72万 | 0.09% | 229 | 31 | 15.7% | $4.56万 | 加仓 |
| ESGE | ISHARES INC | $33.96万 | 0.09% | 7,468 | 128 | 1.7% | $5,820 | 加仓 |
| AMAT | APPLIED MATLS INC | $35.12万 | 0.09% | 1,027 | 41 | 4.2% | $1.40万 | 加仓 |
| IEMG | ISHARES INC | $35.13万 | 0.09% | 5,036 | 957 | 23.5% | $6.68万 | 加仓 |
| CSCO | CISCO SYS INC | $36.01万 | 0.09% | 4,641 | 860 | 22.7% | $6.67万 | 加仓 |
| GEV | GE VERNOVA INC | $36.23万 | 0.09% | 415 | 64 | 18.2% | $5.59万 | 加仓 |
| CLS | CELESTICA INC | $36.67万 | 0.09% | 1,302 | 287 | 28.3% | $8.08万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $36.86万 | 0.09% | 3,765 | 541 | 16.8% | $5.30万 | 加仓 |
| CAT | CATERPILLAR INC | $36.94万 | 0.09% | 521 | 18 | 3.6% | $1.28万 | 加仓 |
| MRK | MERCK & CO INC | $37.16万 | 0.09% | 3,089 | 270 | 9.6% | $3.25万 | 加仓 |
| HD | HOME DEPOT INC | $37.91万 | 0.10% | 1,153 | -87 | -7.0% | -$2.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.22万 | 0.10% | 1,928 | 115 | 6.3% | $2.34万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $40.65万 | 0.10% | 7,185 | 303 | 4.4% | $1.71万 | 加仓 |
| IAU | ISHARES GOLD TR | $41.39万 | 0.11% | 4,695 | -32 | -0.7% | -$2,821 | 减仓 |
| AGNC | AGNC INVT CORP | $41.72万 | 0.11% | 41,590 | 18,627 | 81.1% | $18.68万 | 重新持有 |
| — | ISHARES TR | $41.91万 | 0.11% | 4,992 | 299 | 6.4% | $2.51万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $42.66万 | 0.11% | 4,593 | 62 | 1.4% | $5,759 | 加仓 |
| ITOT | ISHARES TR | $43.34万 | 0.11% | 3,043 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $43.56万 | 0.11% | 4,556 | 173 | 3.9% | $1.65万 | 加仓 |
| IWD | ISHARES TR | $44.61万 | 0.11% | 2,088 | -86 | -4.0% | -$1.84万 | 减仓 |
| RTX | RTX CORPORATION | $45.12万 | 0.11% | 2,339 | 15 | 0.6% | $2,893 | 加仓 |
| LRCX | LAM RESEARCH CORP | $45.23万 | 0.12% | 2,117 | 153 | 7.8% | $3.27万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $46.67万 | 0.12% | 19,551 | -238 | -1.2% | -$5,681 | 减仓 |
| KO | COCA COLA CO | $50.53万 | 0.13% | 6,644 | 318 | 5.0% | $2.42万 | 加仓 |
| IVLU | ISHARES TR | $50.65万 | 0.13% | 12,765 | -404 | -3.1% | -$1.60万 | 减仓 |
| IWF | ISHARES TR | $51.25万 | 0.13% | 1,202 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $52.73万 | 0.13% | 1,644 | 60 | 3.8% | $1.92万 | 加仓 |
| NFLX | NETFLIX INC. | $54.45万 | 0.14% | 5,663 | -196 | -3.3% | -$1.88万 | 减仓 |
| — | EXXON MOBIL CORP | $55.39万 | 0.14% | 3,265 | 209 | 6.8% | $3.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $57.61万 | 0.15% | 1,153 | 53 | 4.8% | $2.65万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $59.86万 | 0.15% | 9,490 | 438 | 4.8% | $2.76万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.07万 | 0.15% | 4,106 | 400 | 10.8% | $5.85万 | 加仓 |
| GUNR | FLEXSHARES TR | $60.22万 | 0.15% | 10,917 | -540 | -4.7% | -$2.98万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $61.34万 | 0.16% | 2,267 | -176 | -7.2% | -$4.76万 | 减仓 |
| BE | BLOOM ENERGY CORP | $62.60万 | 0.16% | 4,620 | 4,620 | — | $62.60万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $65.89万 | 0.17% | 12,190 | -106 | -0.9% | -$5,729 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $65.91万 | 0.17% | 13,481 | 1,877 | 16.2% | $9.18万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $66.49万 | 0.17% | 11,264 | 11,264 | — | $66.49万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.95万 | 0.17% | 672 | 141 | 26.6% | $14.05万 | 加仓 |
| IVV | ISHARES TR | $68.33万 | 0.17% | 1,046 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.45万 | 0.18% | 1,491 | 91 | 6.5% | $4.36万 | 加仓 |
| V | VISA INC | $72.55万 | 0.18% | 2,401 | -131 | -5.2% | -$3.96万 | 减仓 |