Warren Street Wealth Advisors, LLC
IRVINE CA · SEC CIK 0001703496
$4.48亿2026Q2 申报市值
156持仓数
59.7%前十大占比 · 第一大 14.0%
28 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EA SERIES TRUST 加仓+$126.29万
JQUA 加仓+$120.69万
VOO 加仓+$84.48万
MU 新建仓+$66.49万
XHLF 加仓+$58.37万
2026Q2 卖出最多 按季末市值估算
BE 减仓-$135.55万
SGOV 减仓-$62.81万
MSFT 减仓-$55.36万
HOOD 减仓-$39.67万
ACN 清仓-$33.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $57.50万 | 0.13% | 11,264 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $58.94万 | 0.13% | 553 | 32 | 6.1% | $3.41万 | 加仓 |
| IWF | ISHARES TR | $59.70万 | 0.13% | 4,808 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $61.89万 | 0.14% | 1,205 | 52 | 4.5% | $2.67万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $63.14万 | 0.14% | 675 | 3 | 0.4% | $2,806 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $66.49万 | 0.15% | 576 | 576 | — | $66.49万 | 新建仓 |
| EFIV | SPDR SERIES TRUST | $67.27万 | 0.15% | 9,224 | -266 | -2.8% | -$1.94万 | 减仓 |
| KLAC | KLA CORP | $69.42万 | 0.15% | 2,301 | 11 | 0.5% | $3,319 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $70.67万 | 0.16% | 11,840 | -350 | -2.9% | -$2.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.21万 | 0.16% | 1,423 | -68 | -4.6% | -$3.40万 | 减仓 |
| WMT | WALMART INC | $74.62万 | 0.17% | 6,588 | 379 | 6.1% | $4.29万 | 加仓 |
| ORCL | ORACLE CORP | $75.18万 | 0.17% | 5,130 | 9 | 0.2% | $1,319 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $76.49万 | 0.17% | 14,892 | -293 | -1.9% | -$1.51万 | 减仓 |
| AMAT | APPLIED MATLS INC | $78.01万 | 0.17% | 1,079 | 52 | 5.1% | $3.76万 | 加仓 |
| IVV | ISHARES TR | $78.33万 | 0.17% | 1,046 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $82.04万 | 0.18% | 4,100 | 4,100 | — | $82.04万 | 新建仓 |
| ABBV | ABBVIE INC | $89.10万 | 0.20% | 3,541 | 77 | 2.2% | $1.94万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $90.21万 | 0.20% | 12,661 | -48 | -0.4% | -$3,420 | 减仓 |
| V | VISA INC | $90.97万 | 0.20% | 2,652 | 251 | 10.5% | $8.61万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $94.73万 | 0.21% | 2,186 | 69 | 3.3% | $2.99万 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $95.18万 | 0.21% | 19,170 | 5,689 | 42.2% | $28.25万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $99.67万 | 0.22% | 2,398 | 131 | 5.8% | $5.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $101.93万 | 0.23% | 3,114 | 54 | 1.8% | $1.77万 | 加仓 |
| IWB | ISHARES TR | $106.43万 | 0.24% | 2,599 | 0 | 0.0% | — | 不变 |
| QVAL | EA SERIES TRUST | $108.37万 | 0.24% | 19,545 | 519 | 2.7% | $2.88万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $111.72万 | 0.25% | 7,118 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $113.10万 | 0.25% | 1,947 | 19 | 1.0% | $1.10万 | 加仓 |
| BE | BLOOM ENERGY CORP 看涨期权 | $121.08万 | 0.27% | 4,000 | 4,000 | — | $121.08万 | 新建仓 |
| META | META PLATFORMS INC | $140.71万 | 0.31% | 2,498 | -150 | -5.7% | -$8.45万 | 减仓 |
| LLY | ELI LILLY & CO | $143.57万 | 0.32% | 1,197 | 117 | 10.8% | $14.03万 | 加仓 |
| — | EA SERIES TRUST | $160.94万 | 0.36% | 47,237 | 1,727 | 3.8% | $5.88万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $200.21万 | 0.45% | 8,400 | -500 | -5.6% | -$11.92万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $212.71万 | 0.47% | 22,153 | 453 | 2.1% | $4.35万 | 加仓 |
| TSLA | TESLA INC | $231.36万 | 0.52% | 5,501 | -69 | -1.2% | -$2.90万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $238.85万 | 0.53% | 3,198 | -1 | -0.0% | -$747 | 减仓 |
| MSFT | MICROSOFT CORP | $259.97万 | 0.58% | 6,969 | -1,484 | -17.6% | -$55.36万 | 减仓 |
| AVGO | BROADCOM INC | $276.82万 | 0.62% | 7,328 | 203 | 2.8% | $7.67万 | 加仓 |
| AMZN | AMAZON COM INC | $294.25万 | 0.66% | 12,346 | 247 | 2.0% | $5.89万 | 加仓 |
| GOOGL | ALPHABET INC | $317.40万 | 0.71% | 8,882 | 231 | 2.7% | $8.25万 | 加仓 |
| CMF | ISHARES TR | $326.70万 | 0.73% | 56,679 | 1,820 | 3.3% | $10.49万 | 加仓 |
| GOOG | ALPHABET INC | $473.49万 | 1.06% | 13,401 | -70 | -0.5% | -$2.47万 | 减仓 |
| AAPL | APPLE INC | $509.72万 | 1.14% | 17,615 | -987 | -5.3% | -$28.56万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $540.76万 | 1.21% | 120,572 | 5,201 | 4.5% | $23.33万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $622.00万 | 1.39% | 125,987 | 11,114 | 9.7% | $54.87万 | 加仓 |
| USFR | WISDOMTREE TR | $643.14万 | 1.44% | 127,733 | 10,917 | 9.3% | $54.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $647.10万 | 1.44% | 39,038 | 947 | 2.5% | $15.70万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $651.30万 | 1.45% | 41,050 | -118 | -0.3% | -$1.87万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $676.67万 | 1.51% | 35,517 | -146 | -0.4% | -$2.78万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $688.78万 | 1.54% | 136,934 | 11,605 | 9.3% | $58.37万 | 加仓 |
| SGOV | ISHARES TR | $741.52万 | 1.65% | 73,658 | -6,239 | -7.8% | -$62.81万 | 减仓 |
| AMGN | AMGEN INC | $749.52万 | 1.67% | 20,698 | -17 | -0.1% | -$6,156 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $750.99万 | 1.68% | 29,570 | 22 | 0.1% | $5,587 | 加仓 |
| QQQ | INVESCO QQQ TR | $777.54万 | 1.74% | 10,559 | 3 | 0.0% | $2,209 | 加仓 |
| NVDA | NVIDIA CORPORATION | $803.94万 | 1.79% | 40,179 | -492 | -1.2% | -$9.84万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $822.57万 | 1.84% | 181,142 | 2,775 | 1.6% | $12.60万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $871.02万 | 1.94% | 151,036 | 2,694 | 1.8% | $15.54万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $1,040.26万 | 2.32% | 154,548 | 4,502 | 3.0% | $30.30万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,166.36万 | 2.60% | 172,640 | 3,998 | 2.4% | $27.01万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $1,176.01万 | 2.62% | 155,331 | 4,033 | 2.7% | $30.53万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,293.42万 | 2.89% | 162,858 | 6,685 | 4.3% | $53.09万 | 加仓 |
| GCC | WISDOMTREE TR | $1,312.08万 | 2.93% | 579,283 | 18,827 | 3.4% | $42.64万 | 加仓 |
| XSOE | WISDOMTREE TR | $2,643.09万 | 5.90% | 537,433 | -5,525 | -1.0% | -$27.17万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $5,029.65万 | 11.22% | 695,856 | 16,698 | 2.5% | $120.69万 | 加仓 |
| — | EA SERIES TRUST | $5,962.02万 | 13.30% | 2,121,729 | 44,944 | 2.2% | $126.29万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,257.66万 | 13.96% | 91,112 | 1,230 | 1.4% | $84.48万 | 加仓 |