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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $26.83万 | 0.07% | 1,107 | 59 | 5.6% | $1.43万 | 加仓 |
| MUB | ISHARES TR | $26.11万 | 0.07% | 2,460 | 348 | 16.5% | $3.69万 | 加仓 |
| GE | GE AEROSPACE | $25.88万 | 0.07% | 912 | 19 | 2.1% | $5,391 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.78万 | 0.06% | 555 | 52 | 10.3% | $2.32万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $24.68万 | 0.06% | 846 | -120 | -12.4% | -$3.50万 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $24.67万 | 0.06% | 400 | 400 | — | $24.67万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $24.43万 | 0.06% | 1,691 | 162 | 10.6% | $2.34万 | 加仓 |
| WM | WASTE MGMT INC DEL | $24.31万 | 0.06% | 1,058 | 47 | 4.6% | $1.08万 | 加仓 |
| T | AT&T INC | $24.24万 | 0.06% | 8,362 | -1,945 | -18.9% | -$5.64万 | 重新持有 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $23.52万 | 0.06% | 6,775 | 26 | 0.4% | $902 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $22.23万 | 0.06% | 1,698 | -31 | -1.8% | -$4,059 | 减仓 |
| IJH | ISHARES TR | $22.22万 | 0.06% | 3,290 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $22.22万 | 0.06% | 2,302 | -98 | -4.1% | -$9,459 | 减仓 |
| TAC | TRANSALTA CORP 看涨期权 | $21.95万 | 0.06% | 12,000 | 12,000 | — | $21.95万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.91万 | 0.06% | 259 | 1 | 0.4% | $846 | 加仓 |
| PEP | PEPSICO INC | $21.62万 | 0.06% | 1,392 | 1,392 | — | $21.62万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $21.45万 | 0.05% | 2,600 | 2,600 | — | $21.45万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $21.04万 | 0.05% | 9,716 | 432 | 4.7% | $9,357 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.02万 | 0.05% | 1,010 | 4 | 0.4% | $832 | 加仓 |
| NEM | NEWMONT CORP | $20.96万 | 0.05% | 1,936 | 1,936 | — | $20.96万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $20.66万 | 0.05% | 634 | 634 | — | $20.66万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $20.64万 | 0.05% | 2,327 | -442 | -16.0% | -$3.92万 | 减仓 |
| NVS | NOVARTIS AG | $20.36万 | 0.05% | 1,333 | 1,333 | — | $20.36万 | 新建仓 |
| GLD | SPDR GOLD TR | $20.27万 | 0.05% | 471 | 471 | — | $20.27万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.19万 | 0.05% | 2,095 | -217 | -9.4% | -$2.09万 | 重新持有 |
| HAFN | HAFNIA LTD | $11.28万 | 0.03% | 14,844 | 402 | 2.8% | $3,055 | 加仓 |
| TKC | TURKCELL ILETISIM | $10.49万 | 0.03% | 17,392 | 572 | 3.4% | $3,449 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $9.65万 | 0.02% | 19,177 | 3,088 | 19.2% | $1.55万 | 加仓 |
| — | CARDLYTICS INC | $1.36万 | 0.00% | 12,947 | 0 | 0.0% | — | 不变 |
| 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 |