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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $75.33万 | 0.19% | 3,464 | 81 | 2.4% | $1.76万 | 加仓 |
| ORCL | ORACLE CORP | $75.33万 | 0.19% | 5,121 | 438 | 9.4% | $6.44万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $76.93万 | 0.20% | 15,185 | -147 | -1.0% | -$7,447 | 减仓 |
| WMT | WALMART INC | $77.17万 | 0.20% | 6,209 | 142 | 2.3% | $1.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $81.44万 | 0.21% | 12,709 | -100 | -0.8% | -$6,408 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $90.01万 | 0.23% | 3,060 | 23 | 0.8% | $6,766 | 加仓 |
| IWB | ISHARES TR | $92.67万 | 0.24% | 2,599 | -43 | -1.6% | -$1.53万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $98.46万 | 0.25% | 7,118 | -32 | -0.4% | -$4,426 | 减仓 |
| QVAL | EA SERIES TRUST | $99.21万 | 0.25% | 19,026 | 726 | 4.0% | $3.79万 | 加仓 |
| LLY | ELI LILLY & CO | $99.34万 | 0.25% | 1,080 | -71 | -6.2% | -$6.53万 | 减仓 |
| META | META PLATFORMS INC | $151.50万 | 0.39% | 2,648 | 37 | 1.4% | $2.12万 | 加仓 |
| — | EA SERIES TRUST | $154.55万 | 0.39% | 45,510 | 2,011 | 4.6% | $6.83万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $185.36万 | 0.47% | 8,900 | 6,000 | 206.9% | $124.96万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $202.40万 | 0.52% | 21,700 | 786 | 3.8% | $7.33万 | 加仓 |
| TSLA | TESLA INC | $207.06万 | 0.53% | 5,570 | -1,124 | -16.8% | -$41.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $208.04万 | 0.53% | 3,199 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $220.53万 | 0.56% | 7,125 | -56 | -0.8% | -$1.73万 | 减仓 |
| GOOGL | ALPHABET INC | $248.75万 | 0.63% | 8,651 | 146 | 1.7% | $4.20万 | 加仓 |
| AMZN | AMAZON COM INC | $251.99万 | 0.64% | 12,099 | 842 | 7.5% | $17.54万 | 加仓 |
| CMF | ISHARES TR | $311.93万 | 0.79% | 54,859 | 428 | 0.8% | $2.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $312.90万 | 0.80% | 8,453 | -22 | -0.3% | -$8,144 | 减仓 |
| GOOG | ALPHABET INC | $386.42万 | 0.98% | 13,471 | -213 | -1.6% | -$6.11万 | 减仓 |
| AAPL | APPLE INC | $472.10万 | 1.20% | 18,602 | 785 | 4.4% | $19.92万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $473.96万 | 1.21% | 35,663 | 35,663 | — | $473.96万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $512.83万 | 1.30% | 115,371 | 6,439 | 5.9% | $28.62万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $568.85万 | 1.45% | 114,873 | -3,032 | -2.6% | -$15.01万 | 减仓 |
| USFR | WISDOMTREE TR | $588.05万 | 1.50% | 116,816 | -2,572 | -2.2% | -$12.95万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $603.56万 | 1.54% | 41,168 | 41,168 | — | $603.56万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $609.25万 | 1.55% | 10,556 | 10,556 | — | $609.25万 | 新建仓 |
| XHLF | BONDBLOXX ETF TRUST | $630.78万 | 1.61% | 125,329 | -3,063 | -2.4% | -$15.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $709.30万 | 1.80% | 40,671 | -1,707 | -4.0% | -$29.77万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $716.79万 | 1.82% | 148,342 | -3,046 | -2.0% | -$14.72万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $722.26万 | 1.84% | 29,548 | 28,249 | 2,174.7% | $690.51万 | 加仓 |
| AMGN | AMGEN INC | $728.86万 | 1.85% | 20,715 | 16,488 | 390.1% | $580.13万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $738.62万 | 1.88% | 178,367 | -10,668 | -5.6% | -$44.18万 | 减仓 |
| CVX | CHEVRON CORPORATION | $788.11万 | 2.01% | 38,091 | 201 | 0.5% | $4.16万 | 加仓 |
| SGOV | ISHARES TR | $804.24万 | 2.05% | 79,897 | 1,396 | 1.8% | $14.05万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $998.70万 | 2.54% | 168,642 | -3,497 | -2.0% | -$20.71万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $1,120.39万 | 2.85% | 150,046 | -29,603 | -16.5% | -$221.05万 | 减仓 |
| GII | SPDR INDEX SHS FDS | $1,150.17万 | 2.93% | 151,298 | -12,039 | -7.4% | -$91.52万 | 减仓 |
| GCC | WISDOMTREE TR | $1,341.73万 | 3.41% | 560,456 | -73,543 | -11.6% | -$176.06万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,447.57万 | 3.68% | 156,173 | -36,817 | -19.1% | -$341.26万 | 减仓 |
| XSOE | WISDOMTREE TR | $2,177.26万 | 5.54% | 542,958 | -21,664 | -3.8% | -$86.87万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $4,164.59万 | 10.60% | 679,158 | 25,360 | 3.9% | $155.51万 | 加仓 |
| — | EA SERIES TRUST | $5,124.01万 | 13.04% | 2,076,785 | 766,402 | 58.5% | $1,890.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,370.88万 | 13.67% | 89,882 | -1,492 | -1.6% | -$89.15万 | 减仓 |