13F 机构持仓

Warren Street Wealth Advisors, LLC

IRVINE CA · SEC CIK 0001703496

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.48亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 14.0%
EA SERIES TRUS 13.3%
JQUA 11.2%
XSOE 5.9%
GCC 2.9%
GLDM 2.9%
GII 2.6%
SPMD 2.6%
GNR 2.3%
SPSM 1.9%

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
VOO VANGUARD INDEX FDS $6,257.66万13.96%91,112 1,2301.4% $84.48万 加仓
— EA SERIES TRUST $5,962.02万13.30%2,121,729 44,9442.2% $126.29万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $5,029.65万11.22%695,856 16,6982.5% $120.69万 加仓
XSOE WISDOMTREE TR $2,643.09万5.90%537,433 -5,525-1.0% -$27.17万 减仓
GCC WISDOMTREE TR $1,312.08万2.93%579,283 18,8273.4% $42.64万 加仓
GLDM WORLD GOLD TR $1,293.42万2.89%162,858 6,6854.3% $53.09万 加仓
GII SPDR INDEX SHS FDS $1,176.01万2.62%155,331 4,0332.7% $30.53万 加仓
SPMD SPDR SERIES TRUST $1,166.36万2.60%172,640 3,9982.4% $27.01万 加仓
GNR SPDR INDEX SHS FDS $1,040.26万2.32%154,548 4,5023.0% $30.30万 加仓
SPSM SPDR SERIES TRUST $871.02万1.94%151,036 2,6941.8% $15.54万 加仓
EYLD CAMBRIA ETF TR $822.57万1.84%181,142 2,7751.6% $12.60万 加仓
NVDA NVIDIA CORPORATION $803.94万1.79%40,179 -492-1.2% -$9.84万 减仓
QQQ INVESCO QQQ TR $777.54万1.74%10,559 30.0% $2,209 加仓
JNJ JOHNSON & JOHNSON $750.99万1.68%29,570 220.1% $5,587 加仓
AMGN AMGEN INC $749.52万1.67%20,698 -17-0.1% -$6,156 减仓
SGOV ISHARES TR $741.52万1.65%73,658 -6,239-7.8% -$62.81万 减仓
XHLF BONDBLOXX ETF TRUST $688.78万1.54%136,934 11,6059.3% $58.37万 加仓
XLK SELECT SECTOR SPDR TR $676.67万1.51%35,517 -146-0.4% -$2.78万 减仓
XLV SELECT SECTOR SPDR TR $651.30万1.45%41,050 -118-0.3% -$1.87万 减仓
CVX CHEVRON CORPORATION $647.10万1.44%39,038 9472.5% $15.70万 加仓
USFR WISDOMTREE TR $643.14万1.44%127,733 10,9179.3% $54.97万 加仓
XONE BONDBLOXX ETF TRUST $622.00万1.39%125,987 11,1149.7% $54.87万 加仓
VNQI VANGUARD INTL EQUITY INDEX F $540.76万1.21%120,572 5,2014.5% $23.33万 加仓
AAPL APPLE INC $509.72万1.14%17,615 -987-5.3% -$28.56万 减仓
GOOG ALPHABET INC $473.49万1.06%13,401 -70-0.5% -$2.47万 减仓
CMF ISHARES TR $326.70万0.73%56,679 1,8203.3% $10.49万 加仓
GOOGL ALPHABET INC $317.40万0.71%8,882 2312.7% $8.25万 加仓
AMZN AMAZON COM INC $294.25万0.66%12,346 2472.0% $5.89万 加仓
AVGO BROADCOM INC $276.82万0.62%7,328 2032.8% $7.67万 加仓
MSFT MICROSOFT CORP $259.97万0.58%6,969 -1,484-17.6% -$55.36万 减仓
SPY STATE STR SPDR S&P 500 ETF T $238.85万0.53%3,198 -1-0.0% -$747 减仓
TSLA TESLA INC $231.36万0.52%5,501 -69-1.2% -$2.90万 减仓
QEFA SPDR INDEX SHS FDS $212.71万0.47%22,153 4532.1% $4.35万 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
— EA SERIES TRUST $160.94万0.36%47,237 1,7273.8% $5.88万 加仓
LLY ELI LILLY & CO $143.57万0.32%1,197 11710.8% $14.03万 加仓
META META PLATFORMS INC $140.71万0.31%2,498 -150-5.7% -$8.45万 减仓
BE BLOOM ENERGY CORP 看涨期权 $121.08万0.27%4,000 4,000— $121.08万 新建仓
AMD ADVANCED MICRO DEVICES INC $113.10万0.25%1,947 191.0% $1.10万 加仓
VT VANGUARD INTL EQUITY INDEX F $111.72万0.25%7,118 00.0% — 不变
QVAL EA SERIES TRUST $108.37万0.24%19,545 5192.7% $2.88万 加仓
IWB ISHARES TR $106.43万0.24%2,599 00.0% — 不变
JPM JPMORGAN CHASE & CO $101.93万0.23%3,114 541.8% $1.77万 加仓
UNH UNITEDHEALTH GROUP INC $99.67万0.22%2,398 1315.8% $5.44万 加仓
FCAL FIRST TR EXCH TRADED FD III $95.18万0.21%19,170 5,68942.2% $28.25万 加仓
LRCX LAM RESEARCH CORP $94.73万0.21%2,186 693.3% $2.99万 加仓
V VISA INC $90.97万0.20%2,652 25110.5% $8.61万 加仓
VEA VANGUARD TAX-MANAGED FDS $90.21万0.20%12,661 -48-0.4% -$3,420 减仓
ABBV ABBVIE INC $89.10万0.20%3,541 772.2% $1.94万 加仓
NVDA NVIDIA CORPORATION 看跌期权 $82.04万0.18%4,100 4,100— $82.04万 新建仓
IVV ISHARES TR $78.33万0.17%1,046 00.0% — 不变
AMAT APPLIED MATLS INC $78.01万0.17%1,079 525.1% $3.76万 加仓
FMB FIRST TR EXCH TRADED FD III $76.49万0.17%14,892 -293-1.9% -$1.51万 减仓
ORCL ORACLE CORP $75.18万0.17%5,130 90.2% $1,319 加仓
WMT WALMART INC $74.62万0.17%6,588 3796.1% $4.29万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $71.21万0.16%1,423 -68-4.6% -$3.40万 减仓
VWO VANGUARD INTL EQUITY INDEX F $70.67万0.16%11,840 -350-2.9% -$2.09万 减仓
KLAC KLA CORP $69.42万0.15%2,301 110.5% $3,319 加仓
EFIV SPDR SERIES TRUST $67.27万0.15%9,224 -266-2.8% -$1.94万 减仓
MU MICRON TECHNOLOGY INC $66.49万0.15%576 576— $66.49万 新建仓
COST COSTCO WHOLESALE CORPORATION $63.14万0.14%675 30.4% $2,806 加仓
MA MASTERCARD INCORPORATED $61.89万0.14%1,205 524.5% $2.67万 加仓
IWF ISHARES TR $59.70万0.13%4,808 00.0% — 不变
CAT CATERPILLAR INC $58.94万0.13%553 326.1% $3.41万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $57.50万0.13%11,264 00.0% — 不变
CSCO CISCO SYS INC $55.65万0.12%4,738 972.1% $1.14万 加仓
KO COCA COLA CO $55.35万0.12%6,811 1672.5% $1.36万 加仓
TSLA TESLA INC 看涨期权 $54.68万0.12%1,300 -1,000-43.5% -$42.06万 重新持有
VTI VANGUARD INDEX FDS $54.29万0.12%1,467 -177-10.8% -$6.55万 减仓
AGNC AGNC INVT CORP $54.10万0.12%49,630 8,04019.3% $8.76万 加仓
GUNR FLEXSHARES TR $53.49万0.12%10,855 -62-0.6% -$3,055 减仓
IVLU ISHARES TR $53.29万0.12%12,742 -23-0.2% -$962 减仓
SOXX ISHARES TR $52.11万0.12%813 -46-5.4% -$2.95万 减仓
IWD ISHARES TR $50.62万0.11%2,088 00.0% — 不变
HOOD ROBINHOOD MKTS INC 看涨期权 $50.14万0.11%5,000 5,000— $50.14万 新建仓
ITOT ISHARES TR $49.99万0.11%3,043 00.0% — 不变
GEV GE VERNOVA INC $49.70万0.11%423 81.9% $9,399 加仓
PWZ INVESCO EXCH TRADED FD TR II $47.47万0.11%19,369 -182-0.9% -$4,461 减仓
ESGD ISHARES TR $46.70万0.10%4,542 -14-0.3% -$1,439 减仓
— EXXON MOBIL CORP $46.44万0.10%3,397 1324.0% $1.80万 加仓
PLTR PALANTIR TECHNOLOGIES INC $46.14万0.10%3,954 -152-3.7% -$1.77万 减仓
CLS CELESTICA INC $45.13万0.10%1,237 -65-5.0% -$2.37万 减仓
RTX RTX CORPORATION $44.78万0.10%2,360 210.9% $3,984 加仓
— ISHARES TR $44.63万0.10%4,990 -2-0.0% -$179 减仓
AU ANGLOGOLD ASHANTI PLC $42.35万0.09%5,235 5,235— $42.35万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $42.31万0.09%886 -69-7.2% -$3.30万 减仓
SPYV SPDR SERIES TRUST $41.95万0.09%6,901 -284-4.0% -$1.73万 减仓
IEMG ISHARES INC $41.72万0.09%5,036 00.0% — 不变
MRK MERCK & CO INC $41.13万0.09%3,201 1123.6% $1.44万 加仓
NFLX NETFLIX INC. $40.61万0.09%5,688 250.4% $1,785 加仓
NEE NEXTERA ENERGY INC $40.03万0.09%4,561 -32-0.7% -$2,809 减仓
SPYG SPDR SERIES TRUST $38.61万0.09%3,245 -520-13.8% -$6.19万 减仓
ALAB ASTERA LABS INC $38.59万0.09%799 799— $38.59万 新建仓
ESGE ISHARES INC $36.74万0.08%6,717 -751-10.1% -$4.11万 减仓
GE GE AEROSPACE $36.63万0.08%980 687.5% $2.54万 加仓
QUAL ISHARES TR $36.56万0.08%1,666 00.0% — 不变
IAU ISHARES GOLD TR $35.45万0.08%4,695 00.0% — 不变
SPDW SPDR INDEX SHS FDS $34.99万0.08%6,943 200.3% $1,008 加仓
IEFA ISHARES TR $33.26万0.07%3,444 00.0% — 不变
PG PROCTER & GAMBLE CO $31.37万0.07%2,140 44926.6% $6.58万 加仓