EWA, LLC
PITTSBURGH PA · SEC CIK 0001835252
$4.41亿2026Q1 申报市值
281持仓数
49.8%前十大占比 · 第一大 12.4%
40 / 25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
IVV 加仓+$4,763.20万
DYNF 新建仓+$2,400.02万
IEMG 加仓+$1,366.96万
AVEM 新建仓+$952.08万
CGDV 新建仓+$826.52万
2026Q1 卖出最多 按季末市值估算
LRGF 减仓-$4,225.25万
QUAL 减仓-$1,196.74万
THRO 减仓-$1,002.60万
SPMO 清仓-$962.05万
EMXC 减仓-$664.12万
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -80,627 | -100.0% | -$962.05万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -1,493 | -100.0% | -$33.81万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,306 | -100.0% | -$29.53万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,288 | -100.0% | -$28.74万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -6,567 | -100.0% | -$26.55万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -568 | -100.0% | -$25.34万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSGX | DESCARTES SYS GROUP INC | $0 | 0.00% | 0 | -2,531 | -100.0% | -$22.19万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -907 | -100.0% | -$22.02万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -3,009 | -100.0% | -$21.99万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -520 | -100.0% | -$21.48万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STN | STANTEC INC | $0 | 0.00% | 0 | -2,236 | -100.0% | -$21.10万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -10,553 | -100.0% | -$18.50万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -15,343 | -100.0% | -$4.36万 | 清仓 |
| KOPN | KOPIN CORP | $0 | 0.00% | 0 | -10,780 | -100.0% | -$2.52万 | 清仓 |
| — | SURF AIR MOBILITY INC | $0 | 0.00% | 0 | -10,006 | -100.0% | -$1.94万 | 清仓 |
| — | INTENSITY THERAPEUTICS INC | $0 | 0.00% | 0 | -41,354 | -100.0% | -$1.70万 | 清仓 |
| — | QUANTUM SI INC | $0 | 0.00% | 0 | -13,632 | -100.0% | -$1.50万 | 清仓 |
| — | TRUGOLF HLDGS INC | $0 | 0.00% | 0 | -14,726 | -100.0% | -$1.07万 | 清仓 |
| — | KINDLY MD INC | $0 | 0.00% | 0 | -22,669 | -100.0% | -$7,959 | 清仓 |
| — | AMAZE HOLDINGS INC | $0 | 0.00% | 0 | -14,040 | -100.0% | -$5,335 | 清仓 |
| — | XCF GLOBAL INC | $0 | 0.00% | 0 | -19,455 | -100.0% | -$5,311 | 清仓 |
| — | TRINSEO PLC | $0 | 0.00% | 0 | -10,493 | -100.0% | -$5,215 | 清仓 |
| — | VESTAND INC. | $0 | 0.00% | 0 | -22,655 | -100.0% | -$5,193 | 清仓 |
| — | PROFUSA INC | $0 | 0.00% | 0 | -27,399 | -100.0% | -$2,871 | 清仓 |
| — | RYVYL INC | $0 | 0.00% | 0 | -16,024 | -100.0% | -$2,597 | 清仓 |
| — | RANI THERAPEUTICS HLDGS INC | $7,948 | 0.00% | 10,817 | -264 | -2.4% | -$194 | 减仓 |
| — | GREENIDGE GENERATION HLDGS I | $1.18万 | 0.00% | 10,697 | -57 | -0.5% | -$63 | 减仓 |
| — | TENAYA THERAPEUTICS INC | $1.99万 | 0.00% | 28,680 | -2,742 | -8.7% | -$1,899 | 减仓 |
| — | LUFAX HOLDING LTD | $2.47万 | 0.01% | 13,193 | -320 | -2.4% | -$598 | 减仓 |
| — | SO YOUNG INTERNATIONAL INC | $3.66万 | 0.01% | 13,403 | 0 | 0.0% | — | 不变 |
| CCCC | C4 THERAPEUTICS INC | $3.83万 | 0.01% | 14,572 | -2,317 | -13.7% | -$6,094 | 减仓 |
| — | JIAYIN GROUP INC | $4.51万 | 0.01% | 10,764 | -1,083 | -9.1% | -$4,538 | 减仓 |
| FOSL | FOSSIL GROUP INC | $5.18万 | 0.01% | 12,021 | 0 | 0.0% | — | 不变 |
| — | TIZIANA LIFE SCIENCES LTD | $5.38万 | 0.01% | 45,948 | -103 | -0.2% | -$121 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $5.41万 | 0.01% | 12,796 | 0 | 0.0% | — | 不变 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $6.69万 | 0.02% | 11,785 | 95 | 0.8% | $540 | 加仓 |
| — | HUYA INC | $6.74万 | 0.02% | 20,426 | -751 | -3.5% | -$2,478 | 减仓 |
| — | KAMADA LTD | $9.38万 | 0.02% | 11,249 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $11.30万 | 0.03% | 10,014 | 10,014 | — | $11.30万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $12.15万 | 0.03% | 14,503 | 100 | 0.7% | $838 | 加仓 |
| — | KNOT OFFSHORE PARTNERS LP | $12.52万 | 0.03% | 12,417 | 16 | 0.1% | $161 | 加仓 |
| — | COMPUGEN LTD | $12.79万 | 0.03% | 60,047 | 484 | 0.8% | $1,031 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $13.41万 | 0.03% | 13,561 | -42 | -0.3% | -$415 | 减仓 |
| RDY | DR REDDYS LABS LTD | $14.20万 | 0.03% | 10,251 | -2,214 | -17.8% | -$3.07万 | 减仓 |
| HLN | HALEON PLC | $18.19万 | 0.04% | 18,167 | -1,001 | -5.2% | -$1.00万 | 减仓 |
| KVUE | KENVUE INC | $18.58万 | 0.04% | 10,775 | 10,775 | — | $18.58万 | 新建仓 |
| SAP | SAP SE | $20.08万 | 0.05% | 1,173 | -30 | -2.5% | -$5,137 | 减仓 |
| EFA | ISHARES TR | $20.15万 | 0.05% | 2,074 | -18 | -0.9% | -$1,748 | 减仓 |
| SHEL | SHELL PLC | $20.22万 | 0.05% | 2,174 | 2,174 | — | $20.22万 | 新建仓 |
| E | ENI SPA | $20.23万 | 0.05% | 3,573 | 3,573 | — | $20.23万 | 新建仓 |
| SO | SOUTHERN CO | $20.38万 | 0.05% | 2,112 | 2,112 | — | $20.38万 | 新建仓 |
| LRN | STRIDE INC | $20.41万 | 0.05% | 2,315 | -330 | -12.5% | -$2.91万 | 重新持有 |
| VONV | VANGUARD SCOTTSDALE FDS | $20.46万 | 0.05% | 2,182 | 2,182 | — | $20.46万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $20.55万 | 0.05% | 892 | 892 | — | $20.55万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.57万 | 0.05% | 3,392 | 3,392 | — | $20.57万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $20.60万 | 0.05% | 2,116 | -594 | -21.9% | -$5.78万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.65万 | 0.05% | 2,505 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $20.70万 | 0.05% | 4,114 | 4,114 | — | $20.70万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.76万 | 0.05% | 747 | 124 | 19.9% | $3.45万 | 重新持有 |
| MMM | 3M CO | $20.78万 | 0.05% | 1,431 | 6 | 0.4% | $871 | 加仓 |
| EXC | EXELON CORP | $20.86万 | 0.05% | 4,254 | 4,254 | — | $20.86万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $20.91万 | 0.05% | 1,160 | 1,160 | — | $20.91万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.94万 | 0.05% | 1,079 | 1,079 | — | $20.94万 | 新建仓 |
| IX | ORIX CORP | $20.94万 | 0.05% | 6,984 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $21.05万 | 0.05% | 454 | -2 | -0.4% | -$927 | 减仓 |
| IGM | ISHARES TR | $21.08万 | 0.05% | 1,779 | -54 | -2.9% | -$6,399 | 减仓 |
| VO | VANGUARD INDEX FDS | $21.17万 | 0.05% | 737 | -49 | -6.2% | -$1.41万 | 减仓 |
| DE | DEERE & CO | $21.21万 | 0.05% | 376 | 376 | — | $21.21万 | 新建仓 |
| BN | BROOKFIELD CORP | $21.21万 | 0.05% | 5,241 | 474 | 9.9% | $1.92万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $21.28万 | 0.05% | 4,580 | 4,580 | — | $21.28万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $21.32万 | 0.05% | 2,786 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $21.35万 | 0.05% | 218 | 218 | — | $21.35万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $21.40万 | 0.05% | 1,080 | -329 | -23.3% | -$6.52万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $21.42万 | 0.05% | 2,978 | 612 | 25.9% | $4.40万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.45万 | 0.05% | 480 | 480 | — | $21.45万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.46万 | 0.05% | 653 | 653 | — | $21.46万 | 新建仓 |
| CACI | CACI INTL INC | $21.48万 | 0.05% | 395 | -2 | -0.5% | -$1,088 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $21.58万 | 0.05% | 2,179 | 2,179 | — | $21.58万 | 新建仓 |
| LOW | LOWES COS INC | $21.59万 | 0.05% | 914 | 71 | 8.4% | $1.68万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $21.80万 | 0.05% | 2,882 | 2,882 | — | $21.80万 | 新建仓 |
| MUSA | MURPHY USA INC | $21.96万 | 0.05% | 445 | -82 | -15.6% | -$4.05万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $22.08万 | 0.05% | 761 | -66 | -8.0% | -$1.92万 | 减仓 |
| UNP | UNION PAC CORP | $22.10万 | 0.05% | 911 | 911 | — | $22.10万 | 新建仓 |
| SNPS | SYNOPSYS INC | $22.28万 | 0.05% | 562 | 88 | 18.6% | $3.49万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $22.30万 | 0.05% | 6,081 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $22.34万 | 0.05% | 2,597 | -19 | -0.7% | -$1,635 | 减仓 |
| VBR | VANGUARD INDEX FDS | $22.45万 | 0.05% | 1,033 | 1 | 0.1% | $217 | 加仓 |
| WELL | WELLTOWER INC | $22.55万 | 0.05% | 1,141 | 1,141 | — | $22.55万 | 新建仓 |
| FN | FABRINET | $22.63万 | 0.05% | 434 | 434 | — | $22.63万 | 新建仓 |