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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,370.88万 | 13.67% | 89,882 | -1,492 | -1.6% | -$89.15万 | 减仓 |
| — | EA SERIES TRUST | $5,124.01万 | 13.04% | 2,076,785 | 766,402 | 58.5% | $1,890.93万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $4,164.59万 | 10.60% | 679,158 | 25,360 | 3.9% | $155.51万 | 加仓 |
| XSOE | WISDOMTREE TR | $2,177.26万 | 5.54% | 542,958 | -21,664 | -3.8% | -$86.87万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,447.57万 | 3.68% | 156,173 | -36,817 | -19.1% | -$341.26万 | 减仓 |
| GCC | WISDOMTREE TR | $1,341.73万 | 3.41% | 560,456 | -73,543 | -11.6% | -$176.06万 | 减仓 |
| GII | SPDR INDEX SHS FDS | $1,150.17万 | 2.93% | 151,298 | -12,039 | -7.4% | -$91.52万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $1,120.39万 | 2.85% | 150,046 | -29,603 | -16.5% | -$221.05万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $998.70万 | 2.54% | 168,642 | -3,497 | -2.0% | -$20.71万 | 减仓 |
| SGOV | ISHARES TR | $804.24万 | 2.05% | 79,897 | 1,396 | 1.8% | $14.05万 | 加仓 |
| CVX | CHEVRON CORPORATION | $788.11万 | 2.01% | 38,091 | 201 | 0.5% | $4.16万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $738.62万 | 1.88% | 178,367 | -10,668 | -5.6% | -$44.18万 | 减仓 |
| AMGN | AMGEN INC | $728.86万 | 1.85% | 20,715 | 16,488 | 390.1% | $580.13万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $722.26万 | 1.84% | 29,548 | 28,249 | 2,174.7% | $690.51万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $716.79万 | 1.82% | 148,342 | -3,046 | -2.0% | -$14.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $709.30万 | 1.80% | 40,671 | -1,707 | -4.0% | -$29.77万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $630.78万 | 1.61% | 125,329 | -3,063 | -2.4% | -$15.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $609.25万 | 1.55% | 10,556 | 10,556 | — | $609.25万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $603.56万 | 1.54% | 41,168 | 41,168 | — | $603.56万 | 新建仓 |
| USFR | WISDOMTREE TR | $588.05万 | 1.50% | 116,816 | -2,572 | -2.2% | -$12.95万 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $568.85万 | 1.45% | 114,873 | -3,032 | -2.6% | -$15.01万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $512.83万 | 1.30% | 115,371 | 6,439 | 5.9% | $28.62万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $473.96万 | 1.21% | 35,663 | 35,663 | — | $473.96万 | 新建仓 |
| AAPL | APPLE INC | $472.10万 | 1.20% | 18,602 | 785 | 4.4% | $19.92万 | 加仓 |
| GOOG | ALPHABET INC | $386.42万 | 0.98% | 13,471 | -213 | -1.6% | -$6.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $312.90万 | 0.80% | 8,453 | -22 | -0.3% | -$8,144 | 减仓 |
| CMF | ISHARES TR | $311.93万 | 0.79% | 54,859 | 428 | 0.8% | $2.43万 | 加仓 |
| AMZN | AMAZON COM INC | $251.99万 | 0.64% | 12,099 | 842 | 7.5% | $17.54万 | 加仓 |
| GOOGL | ALPHABET INC | $248.75万 | 0.63% | 8,651 | 146 | 1.7% | $4.20万 | 加仓 |
| AVGO | BROADCOM INC | $220.53万 | 0.56% | 7,125 | -56 | -0.8% | -$1.73万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $208.04万 | 0.53% | 3,199 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $207.06万 | 0.53% | 5,570 | -1,124 | -16.8% | -$41.78万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $202.40万 | 0.52% | 21,700 | 786 | 3.8% | $7.33万 | 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 |
| — | EA SERIES TRUST | $154.55万 | 0.39% | 45,510 | 2,011 | 4.6% | $6.83万 | 加仓 |
| META | META PLATFORMS INC | $151.50万 | 0.39% | 2,648 | 37 | 1.4% | $2.12万 | 加仓 |
| LLY | ELI LILLY & CO | $99.34万 | 0.25% | 1,080 | -71 | -6.2% | -$6.53万 | 减仓 |
| QVAL | EA SERIES TRUST | $99.21万 | 0.25% | 19,026 | 726 | 4.0% | $3.79万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $98.46万 | 0.25% | 7,118 | -32 | -0.4% | -$4,426 | 减仓 |
| IWB | ISHARES TR | $92.67万 | 0.24% | 2,599 | -43 | -1.6% | -$1.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $90.01万 | 0.23% | 3,060 | 23 | 0.8% | $6,766 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $81.44万 | 0.21% | 12,709 | -100 | -0.8% | -$6,408 | 减仓 |
| WMT | WALMART INC | $77.17万 | 0.20% | 6,209 | 142 | 2.3% | $1.76万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $76.93万 | 0.20% | 15,185 | -147 | -1.0% | -$7,447 | 减仓 |
| ORCL | ORACLE CORP | $75.33万 | 0.19% | 5,121 | 438 | 9.4% | $6.44万 | 加仓 |
| ABBV | ABBVIE INC | $75.33万 | 0.19% | 3,464 | 81 | 2.4% | $1.76万 | 加仓 |
| V | VISA INC | $72.55万 | 0.18% | 2,401 | -131 | -5.2% | -$3.96万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $71.45万 | 0.18% | 1,491 | 91 | 6.5% | $4.36万 | 加仓 |
| IVV | ISHARES TR | $68.33万 | 0.17% | 1,046 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $66.95万 | 0.17% | 672 | 141 | 26.6% | $14.05万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $66.49万 | 0.17% | 11,264 | 11,264 | — | $66.49万 | 新建仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $65.91万 | 0.17% | 13,481 | 1,877 | 16.2% | $9.18万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $65.89万 | 0.17% | 12,190 | -106 | -0.9% | -$5,729 | 减仓 |
| BE | BLOOM ENERGY CORP | $62.60万 | 0.16% | 4,620 | 4,620 | — | $62.60万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $61.34万 | 0.16% | 2,267 | -176 | -7.2% | -$4.76万 | 减仓 |
| GUNR | FLEXSHARES TR | $60.22万 | 0.15% | 10,917 | -540 | -4.7% | -$2.98万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.07万 | 0.15% | 4,106 | 400 | 10.8% | $5.85万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $59.86万 | 0.15% | 9,490 | 438 | 4.8% | $2.76万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $57.61万 | 0.15% | 1,153 | 53 | 4.8% | $2.65万 | 加仓 |
| — | EXXON MOBIL CORP | $55.39万 | 0.14% | 3,265 | 209 | 6.8% | $3.55万 | 加仓 |
| NFLX | NETFLIX INC. | $54.45万 | 0.14% | 5,663 | -196 | -3.3% | -$1.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $52.73万 | 0.13% | 1,644 | 60 | 3.8% | $1.92万 | 加仓 |
| IWF | ISHARES TR | $51.25万 | 0.13% | 1,202 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $50.65万 | 0.13% | 12,765 | -404 | -3.1% | -$1.60万 | 减仓 |
| KO | COCA COLA CO | $50.53万 | 0.13% | 6,644 | 318 | 5.0% | $2.42万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $46.67万 | 0.12% | 19,551 | -238 | -1.2% | -$5,681 | 减仓 |
| LRCX | LAM RESEARCH CORP | $45.23万 | 0.12% | 2,117 | 153 | 7.8% | $3.27万 | 加仓 |
| RTX | RTX CORPORATION | $45.12万 | 0.11% | 2,339 | 15 | 0.6% | $2,893 | 加仓 |
| IWD | ISHARES TR | $44.61万 | 0.11% | 2,088 | -86 | -4.0% | -$1.84万 | 减仓 |
| ESGD | ISHARES TR | $43.56万 | 0.11% | 4,556 | 173 | 3.9% | $1.65万 | 加仓 |
| ITOT | ISHARES TR | $43.34万 | 0.11% | 3,043 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $42.66万 | 0.11% | 4,593 | 62 | 1.4% | $5,759 | 加仓 |
| — | ISHARES TR | $41.91万 | 0.11% | 4,992 | 299 | 6.4% | $2.51万 | 加仓 |
| AGNC | AGNC INVT CORP | $41.72万 | 0.11% | 41,590 | 18,627 | 81.1% | $18.68万 | 重新持有 |
| IAU | ISHARES GOLD TR | $41.39万 | 0.11% | 4,695 | -32 | -0.7% | -$2,821 | 减仓 |
| SPYV | SPDR SERIES TRUST | $40.65万 | 0.10% | 7,185 | 303 | 4.4% | $1.71万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.22万 | 0.10% | 1,928 | 115 | 6.3% | $2.34万 | 加仓 |
| HD | HOME DEPOT INC | $37.91万 | 0.10% | 1,153 | -87 | -7.0% | -$2.86万 | 减仓 |
| MRK | MERCK & CO INC | $37.16万 | 0.09% | 3,089 | 270 | 9.6% | $3.25万 | 加仓 |
| CAT | CATERPILLAR INC | $36.94万 | 0.09% | 521 | 18 | 3.6% | $1.28万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $36.86万 | 0.09% | 3,765 | 541 | 16.8% | $5.30万 | 加仓 |
| CLS | CELESTICA INC | $36.67万 | 0.09% | 1,302 | 287 | 28.3% | $8.08万 | 加仓 |
| GEV | GE VERNOVA INC | $36.23万 | 0.09% | 415 | 64 | 18.2% | $5.59万 | 加仓 |
| CSCO | CISCO SYS INC | $36.01万 | 0.09% | 4,641 | 860 | 22.7% | $6.67万 | 加仓 |
| IEMG | ISHARES INC | $35.13万 | 0.09% | 5,036 | 957 | 23.5% | $6.68万 | 加仓 |
| AMAT | APPLIED MATLS INC | $35.12万 | 0.09% | 1,027 | 41 | 4.2% | $1.40万 | 加仓 |
| ESGE | ISHARES INC | $33.96万 | 0.09% | 7,468 | 128 | 1.7% | $5,820 | 加仓 |
| KLAC | KLA CORP | $33.72万 | 0.09% | 229 | 31 | 15.7% | $4.56万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $33.70万 | 0.09% | 1,700 | 48 | 2.9% | $9,516 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.27万 | 0.08% | 955 | 38 | 4.1% | $1.28万 | 加仓 |
| QUAL | ISHARES TR | $31.96万 | 0.08% | 1,666 | -55 | -3.2% | -$1.05万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $31.60万 | 0.08% | 6,923 | 19 | 0.3% | $867 | 加仓 |
| IEFA | ISHARES TR | $31.18万 | 0.08% | 3,444 | 750 | 27.8% | $6.79万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $31.00万 | 0.08% | 17,896 | -962 | -5.1% | -$1.67万 | 减仓 |
| MCD | MCDONALDS CORP | $30.25万 | 0.08% | 973 | 56 | 6.1% | $1.74万 | 加仓 |
| MCK | MCKESSON CORP | $28.99万 | 0.07% | 335 | 33 | 10.9% | $2.86万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $28.31万 | 0.07% | 4,085 | 4,085 | — | $28.31万 | 新建仓 |
| SOXX | ISHARES TR | $28.24万 | 0.07% | 859 | 59 | 7.4% | $1.94万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $27.27万 | 0.07% | 8,356 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $26.86万 | 0.07% | 1,927 | 56 | 3.0% | $7,805 | 加仓 |