EWA, LLC
PITTSBURGH PA · SEC CIK 0001835252
$5.48亿2026Q2 申报市值
332持仓数
48.3%前十大占比 · 第一大 14.9%
60 / 20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
IVV 加仓+$1,887.88万
IALT 新建仓+$249.40万
SHLD 加仓+$242.85万
IUSB 加仓+$197.04万
FV 新建仓+$136.58万
2026Q2 卖出最多 按季末市值估算
CGDV 减仓-$404.51万
AVEM 减仓-$392.97万
IVE 减仓-$314.25万
BAI 减仓-$228.61万
DYNF 减仓-$212.59万
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 |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA | $24.95万 | 0.05% | 1,205 | 1,205 | — | $24.95万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.01万 | 0.05% | 629 | -227 | -26.5% | -$9.03万 | 减仓 |
| MCO | MOODYS CORP | $25.04万 | 0.05% | 553 | -30 | -5.1% | -$1.36万 | 减仓 |
| IWR | ISHARES TR | $25.15万 | 0.05% | 2,279 | -61 | -2.6% | -$6,731 | 减仓 |
| — | ADVISORSHARES TR | $25.37万 | 0.05% | 4,960 | 4,960 | — | $25.37万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $25.42万 | 0.05% | 1,525 | -73 | -4.6% | -$1.22万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.47万 | 0.05% | 488 | 34 | 7.5% | $1.77万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $25.54万 | 0.05% | 950 | 58 | 6.5% | $1.56万 | 加仓 |
| DE | DEERE & CO | $25.58万 | 0.05% | 403 | 27 | 7.2% | $1.71万 | 加仓 |
| MMM | 3M CO | $25.66万 | 0.05% | 1,585 | 154 | 10.8% | $2.49万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $25.67万 | 0.05% | 4,555 | -25 | -0.5% | -$1,409 | 减仓 |
| CB | CHUBB LIMITED | $25.79万 | 0.05% | 757 | 43 | 6.0% | $1.46万 | 加仓 |
| FTNT | FORTINET INC | $25.81万 | 0.05% | 1,680 | 1,680 | — | $25.81万 | 新建仓 |
| HUBB | HUBBELL INC | $25.93万 | 0.05% | 496 | 11 | 2.3% | $5,750 | 加仓 |
| NOW | SERVICENOW INC | $26.07万 | 0.05% | 2,626 | 1,073 | 69.1% | $10.65万 | 重新持有 |
| WELL | WELLTOWER INC | $26.35万 | 0.05% | 1,161 | 20 | 1.8% | $4,539 | 加仓 |
| IX | ORIX CORP | $26.44万 | 0.05% | 6,950 | -34 | -0.5% | -$1,293 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $26.46万 | 0.05% | 6,404 | 2,290 | 55.7% | $9.46万 | 加仓 |
| KVUE | KENVUE INC | $26.49万 | 0.05% | 13,864 | 3,089 | 28.7% | $5.90万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $26.66万 | 0.05% | 6,081 | 0 | 0.0% | — | 不变 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $26.67万 | 0.05% | 19,240 | -311 | -1.6% | -$4,310 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $26.72万 | 0.05% | 1,325 | 152 | 13.0% | $3.07万 | 加仓 |
| IGM | ISHARES TR | $26.82万 | 0.05% | 1,639 | -140 | -7.9% | -$2.29万 | 减仓 |
| VST | VISTRA CORP | $26.89万 | 0.05% | 1,695 | -54 | -3.1% | -$8,566 | 减仓 |
| URI | UNITED RENTALS INC | $26.94万 | 0.05% | 238 | 238 | — | $26.94万 | 新建仓 |
| XYZ | BLOCK INC | $27.40万 | 0.05% | 3,605 | 3,605 | — | $27.40万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $27.47万 | 0.05% | 732 | -15 | -2.0% | -$5,630 | 减仓 |
| PSX | PHILLIPS 66 | $27.48万 | 0.05% | 1,625 | 106 | 7.0% | $1.79万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $27.50万 | 0.05% | 813 | 44 | 5.7% | $1.49万 | 加仓 |
| BRO | BROWN & BROWN INC | $27.60万 | 0.05% | 4,303 | 1,512 | 54.2% | $9.70万 | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $27.97万 | 0.05% | 3,992 | 201 | 5.3% | $1.41万 | 加仓 |
| SITM | SITIME CORP | $28.41万 | 0.05% | 381 | 381 | — | $28.41万 | 新建仓 |
| QCOM | QUALCOMM INC | $28.48万 | 0.05% | 1,541 | 363 | 30.8% | $6.71万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $28.70万 | 0.05% | 3,116 | 398 | 14.6% | $3.67万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $28.80万 | 0.05% | 380 | 3 | 0.8% | $2,274 | 加仓 |
| HUT | HUT 8 CORP | $28.83万 | 0.05% | 2,497 | 2,497 | — | $28.83万 | 新建仓 |
| COP | CONOCOPHILLIPS | $28.88万 | 0.05% | 2,778 | 2,778 | — | $28.88万 | 新建仓 |
| CVS | CVS HEALTH CORP | $28.92万 | 0.05% | 2,796 | 154 | 5.8% | $1.59万 | 重新持有 |
| WTS | WATTS WATER TECHNOLOGIES INC | $29.12万 | 0.05% | 744 | -17 | -2.2% | -$6,653 | 减仓 |
| GRMN | GARMIN LTD | $29.21万 | 0.05% | 1,230 | 27 | 2.2% | $6,411 | 加仓 |
| SHEL | SHELL PLC | $29.35万 | 0.05% | 3,786 | 1,612 | 74.1% | $12.50万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $29.36万 | 0.05% | 1,378 | 139 | 11.2% | $2.96万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $29.42万 | 0.05% | 3,348 | 562 | 20.2% | $4.94万 | 加仓 |
| TRLV | TRULIEVE CANNABIS CORP | $29.73万 | 0.05% | 30,243 | 30,243 | — | $29.73万 | 新建仓 |
| LIN | LINDE PLC | $29.76万 | 0.05% | 574 | 85 | 17.4% | $4.41万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $29.83万 | 0.05% | 1,804 | 1,804 | — | $29.83万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $30.13万 | 0.05% | 1,352 | 211 | 18.5% | $4.70万 | 加仓 |
| BA | BOEING CO | $30.38万 | 0.06% | 1,404 | -51 | -3.5% | -$1.10万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $30.53万 | 0.06% | 1,522 | 75 | 5.2% | $1.50万 | 加仓 |
| FDX | FEDEX CORP | $30.66万 | 0.06% | 979 | 19 | 2.0% | $5,950 | 加仓 |
| AME | AMETEK INC | $30.94万 | 0.06% | 1,279 | -6 | -0.5% | -$1,452 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $30.95万 | 0.06% | 5,536 | 5,536 | — | $30.95万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $31.33万 | 0.06% | 10,529 | 10,529 | — | $31.33万 | 新建仓 |
| MCD | MCDONALDS CORP | $31.34万 | 0.06% | 1,159 | -16 | -1.4% | -$4,326 | 减仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $31.41万 | 0.06% | 9,405 | 9,405 | — | $31.41万 | 新建仓 |
| CIEN | CIENA CORP | $32.43万 | 0.06% | 661 | 31 | 4.9% | $1.52万 | 加仓 |
| CVNA | CARVANA CO | $32.58万 | 0.06% | 4,950 | 95 | 2.0% | $6,252 | 加仓 |
| EQIX | EQUINIX INC | $32.59万 | 0.06% | 313 | 95 | 43.6% | $9.89万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $33.62万 | 0.06% | 1,059 | 98 | 10.2% | $3.11万 | 加仓 |
| PLD | PROLOGIS INC. | $33.85万 | 0.06% | 2,499 | 40 | 1.6% | $5,418 | 加仓 |
| RMBS | RAMBUS INC DEL | $34.05万 | 0.06% | 2,565 | -32 | -1.2% | -$4,248 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $34.37万 | 0.06% | 35,880 | -66 | -0.2% | -$632 | 减仓 |
| TXN | TEXAS INSTRS INC | $34.55万 | 0.06% | 1,159 | 80 | 7.4% | $2.38万 | 加仓 |
| IWP | ISHARES TR | $35.06万 | 0.06% | 2,394 | 1 | 0.0% | $146 | 加仓 |
| VBR | VANGUARD INDEX FDS | $35.43万 | 0.06% | 1,458 | 425 | 41.1% | $10.33万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $35.48万 | 0.06% | 2,593 | 73 | 2.9% | $9,987 | 加仓 |
| IWM | ISHARES TR | $35.87万 | 0.07% | 1,194 | 1 | 0.1% | $300 | 加仓 |
| IWD | ISHARES TR | $36.30万 | 0.07% | 1,497 | -28 | -1.8% | -$6,789 | 减仓 |
| NTAP | NETAPP INC | $36.88万 | 0.07% | 2,383 | 106 | 4.7% | $1.64万 | 加仓 |
| ALV | AUTOLIV INC | $37.20万 | 0.07% | 3,202 | -136 | -4.1% | -$1.58万 | 减仓 |
| ETN | EATON CORP PLC | $37.31万 | 0.07% | 876 | 68 | 8.4% | $2.90万 | 加仓 |
| IVZ | INVESCO LTD | $37.69万 | 0.07% | 14,282 | 1,792 | 14.3% | $4.73万 | 加仓 |
| EWS | ISHARES INC | $38.16万 | 0.07% | 12,886 | 219 | 1.7% | $6,485 | 加仓 |
| ALL | ALLSTATE CORP | $38.19万 | 0.07% | 1,605 | 208 | 14.9% | $4.95万 | 加仓 |
| APP | APPLOVIN CORP | $38.23万 | 0.07% | 742 | 98 | 15.2% | $5.05万 | 加仓 |
| EFAV | ISHARES TR | $38.41万 | 0.07% | 4,380 | -142 | -3.1% | -$1.25万 | 减仓 |
| PGR | PROGRESSIVE CORP | $38.62万 | 0.07% | 1,768 | 688 | 63.7% | $15.03万 | 加仓 |
| ILCV | ISHARES TR | $38.74万 | 0.07% | 3,827 | -528 | -12.1% | -$5.35万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $39.02万 | 0.07% | 12,343 | 12,343 | — | $39.02万 | 新建仓 |
| TJX | TJX COS INC NEW | $39.20万 | 0.07% | 2,588 | 373 | 16.8% | $5.65万 | 加仓 |
| VLO | VALERO ENERGY CORP | $39.21万 | 0.07% | 1,505 | 11 | 0.7% | $2,866 | 加仓 |
| POWL | POWELL INDS INC | $39.37万 | 0.07% | 1,375 | -29 | -2.1% | -$8,303 | 减仓 |
| AGG | ISHARES TR | $39.58万 | 0.07% | 3,999 | 3,999 | — | $39.58万 | 新建仓 |
| INTU | INTUIT | $40.40万 | 0.07% | 1,548 | 862 | 125.7% | $22.50万 | 加仓 |
| — | ISHARES TR | $40.63万 | 0.07% | 12,932 | 574 | 4.6% | $1.80万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.66万 | 0.07% | 7,199 | 7,199 | — | $40.66万 | 新建仓 |
| EWL | ISHARES INC | $40.78万 | 0.07% | 6,489 | 112 | 1.8% | $7,039 | 加仓 |
| ESLT | ELBIT SYS LTD | $40.92万 | 0.07% | 539 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $40.94万 | 0.07% | 641 | 641 | — | $40.94万 | 新建仓 |
| AMGN | AMGEN INC | $40.96万 | 0.07% | 1,131 | 138 | 13.9% | $5.00万 | 加仓 |
| MSOS | ADVISORSHARES TR | $41.17万 | 0.08% | 81,039 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $41.72万 | 0.08% | 20,153 | 3,727 | 22.7% | $7.71万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $42.08万 | 0.08% | 6,227 | -493 | -7.3% | -$3.33万 | 减仓 |
| SHOP | SHOPIFY INC | $43.02万 | 0.08% | 3,768 | -128 | -3.3% | -$1.46万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $43.23万 | 0.08% | 7,242 | 7,242 | — | $43.23万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.40万 | 0.08% | 569 | 135 | 31.1% | $10.30万 | 重新持有 |
| NVMI | NOVA LTD | $43.44万 | 0.08% | 800 | -6 | -0.7% | -$3,258 | 减仓 |
| EPOL | ISHARES TR | $43.69万 | 0.08% | 11,315 | 83 | 0.7% | $3,205 | 加仓 |
| NVS | NOVARTIS AG | $43.72万 | 0.08% | 2,790 | 4 | 0.1% | $627 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $43.98万 | 0.08% | 1,059 | -82 | -7.2% | -$3.41万 | 减仓 |