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 |
|---|---|---|---|---|---|---|---|---|
| KGC | KINROSS GOLD CORP | $66.71万 | 0.12% | 28,244 | -184 | -0.6% | -$4,346 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $66.16万 | 0.12% | 5,671 | -3,185 | -36.0% | -$37.16万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $65.47万 | 0.12% | 2,198 | 19 | 0.9% | $5,659 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $65.27万 | 0.12% | 7,191 | 84 | 1.2% | $7,624 | 加仓 |
| NFLX | NETFLIX INC. | $64.41万 | 0.12% | 9,022 | -132 | -1.4% | -$9,424 | 减仓 |
| GEV | GE VERNOVA INC | $64.20万 | 0.12% | 546 | 93 | 20.5% | $10.94万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $63.84万 | 0.12% | 2,084 | -19 | -0.9% | -$5,821 | 减仓 |
| ASML | ASML HLDG NV | $63.22万 | 0.12% | 318 | 14 | 4.6% | $2.78万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $62.43万 | 0.11% | 14,255 | 14,255 | — | $62.43万 | 新建仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $62.43万 | 0.11% | 23,181 | 23,181 | — | $62.43万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $61.10万 | 0.11% | 8,157 | 8,157 | — | $61.10万 | 新建仓 |
| MTUM | ISHARES TR | $60.91万 | 0.11% | 1,777 | 340 | 23.7% | $11.65万 | 加仓 |
| NEM | NEWMONT CORP | $60.86万 | 0.11% | 6,516 | -11 | -0.2% | -$1,027 | 减仓 |
| BE | BLOOM ENERGY CORP | $60.66万 | 0.11% | 2,004 | -13 | -0.6% | -$3,935 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $59.62万 | 0.11% | 2,802 | 4 | 0.1% | $851 | 加仓 |
| — | INNO HOLDINGS INC | $59.17万 | 0.11% | 14,983 | 14,983 | — | $59.17万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $58.85万 | 0.11% | 2,487 | 6 | 0.2% | $1,420 | 加仓 |
| PWR | QUANTA SVCS INC | $58.61万 | 0.11% | 814 | 36 | 4.6% | $2.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $58.35万 | 0.11% | 3,979 | 593 | 17.5% | $8.70万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $57.72万 | 0.11% | 2,344 | 448 | 23.6% | $11.03万 | 加仓 |
| VGT | VANGUARD WORLD FD | $57.33万 | 0.10% | 4,797 | 445 | 10.2% | $5.32万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $56.66万 | 0.10% | 3,179 | -21 | -0.7% | -$3,743 | 减仓 |
| MRK | MERCK & CO INC | $56.57万 | 0.10% | 4,403 | 354 | 8.7% | $4.55万 | 加仓 |
| MO | ALTRIA GROUP INC | $55.72万 | 0.10% | 7,745 | 875 | 12.7% | $6.30万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $55.51万 | 0.10% | 2,968 | -52 | -1.7% | -$9,725 | 减仓 |
| ADI | ANALOG DEVICES INC | $54.78万 | 0.10% | 1,379 | 318 | 30.0% | $12.63万 | 加仓 |
| KO | COCA COLA CO | $54.51万 | 0.10% | 6,707 | 365 | 5.8% | $2.97万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.68万 | 0.10% | 1,267 | 123 | 10.8% | $5.11万 | 加仓 |
| RTX | RTX CORPORATION | $52.66万 | 0.10% | 2,776 | 313 | 12.7% | $5.94万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $52.57万 | 0.10% | 2,117 | -11 | -0.5% | -$2,732 | 减仓 |
| AZN | ASTRAZENECA PLC | $51.96万 | 0.09% | 2,740 | 1,097 | 66.8% | $20.80万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $50.59万 | 0.09% | 1,383 | -7 | -0.5% | -$2,560 | 减仓 |
| C | CITIGROUP INC | $50.47万 | 0.09% | 3,606 | 171 | 5.0% | $2.39万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $49.76万 | 0.09% | 3,938 | 798 | 25.4% | $10.08万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $49.72万 | 0.09% | 360 | 6 | 1.7% | $8,287 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $49.63万 | 0.09% | 4,949 | 466 | 10.4% | $4.67万 | 加仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $48.87万 | 0.09% | 5,612 | 5,612 | — | $48.87万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $48.37万 | 0.09% | 2,918 | 205 | 7.6% | $3.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.05万 | 0.09% | 1,709 | -120 | -6.6% | -$3.37万 | 减仓 |
| MGC | VANGUARD WORLD FD | $47.38万 | 0.09% | 1,731 | 4 | 0.2% | $1,095 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $47.37万 | 0.09% | 1,353 | -7 | -0.5% | -$2,451 | 减仓 |
| EEMV | ISHARES INC | $47.33万 | 0.09% | 6,287 | -8 | -0.1% | -$602 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $47.31万 | 0.09% | 20,065 | -1,663 | -7.7% | -$3.92万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $47.25万 | 0.09% | 2,058 | 2,058 | — | $47.25万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $47.12万 | 0.09% | 12,898 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $45.58万 | 0.08% | 2,180 | 192 | 9.7% | $4.01万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $45.31万 | 0.08% | 4,765 | 142 | 3.1% | $1.35万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $44.79万 | 0.08% | 912 | 94 | 11.5% | $4.62万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $44.75万 | 0.08% | 2,053 | -8 | -0.4% | -$1,744 | 减仓 |
| GLW | CORNING INC | $44.09万 | 0.08% | 1,726 | 1,726 | — | $44.09万 | 新建仓 |
| HD | HOME DEPOT INC | $44.01万 | 0.08% | 1,248 | -397 | -24.1% | -$14.00万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $43.98万 | 0.08% | 4,847 | 4,847 | — | $43.98万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $43.98万 | 0.08% | 1,059 | -82 | -7.2% | -$3.41万 | 减仓 |
| NVS | NOVARTIS AG | $43.72万 | 0.08% | 2,790 | 4 | 0.1% | $627 | 加仓 |
| EPOL | ISHARES TR | $43.69万 | 0.08% | 11,315 | 83 | 0.7% | $3,205 | 加仓 |
| NVMI | NOVA LTD | $43.44万 | 0.08% | 800 | -6 | -0.7% | -$3,258 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.40万 | 0.08% | 569 | 135 | 31.1% | $10.30万 | 重新持有 |
| VWO | VANGUARD INTL EQUITY INDEX F | $43.23万 | 0.08% | 7,242 | 7,242 | — | $43.23万 | 新建仓 |
| SHOP | SHOPIFY INC | $43.02万 | 0.08% | 3,768 | -128 | -3.3% | -$1.46万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $42.08万 | 0.08% | 6,227 | -493 | -7.3% | -$3.33万 | 减仓 |
| T | AT&T INC | $41.72万 | 0.08% | 20,153 | 3,727 | 22.7% | $7.71万 | 加仓 |
| MSOS | ADVISORSHARES TR | $41.17万 | 0.08% | 81,039 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $40.96万 | 0.07% | 1,131 | 138 | 13.9% | $5.00万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $40.94万 | 0.07% | 641 | 641 | — | $40.94万 | 新建仓 |
| ESLT | ELBIT SYS LTD | $40.92万 | 0.07% | 539 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $40.78万 | 0.07% | 6,489 | 112 | 1.8% | $7,039 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.66万 | 0.07% | 7,199 | 7,199 | — | $40.66万 | 新建仓 |
| — | ISHARES TR | $40.63万 | 0.07% | 12,932 | 574 | 4.6% | $1.80万 | 加仓 |
| INTU | INTUIT | $40.40万 | 0.07% | 1,548 | 862 | 125.7% | $22.50万 | 加仓 |
| AGG | ISHARES TR | $39.58万 | 0.07% | 3,999 | 3,999 | — | $39.58万 | 新建仓 |
| POWL | POWELL INDS INC | $39.37万 | 0.07% | 1,375 | -29 | -2.1% | -$8,303 | 减仓 |
| VLO | VALERO ENERGY CORP | $39.21万 | 0.07% | 1,505 | 11 | 0.7% | $2,866 | 加仓 |
| TJX | TJX COS INC NEW | $39.20万 | 0.07% | 2,588 | 373 | 16.8% | $5.65万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $39.02万 | 0.07% | 12,343 | 12,343 | — | $39.02万 | 新建仓 |
| ILCV | ISHARES TR | $38.74万 | 0.07% | 3,827 | -528 | -12.1% | -$5.35万 | 减仓 |
| PGR | PROGRESSIVE CORP | $38.62万 | 0.07% | 1,768 | 688 | 63.7% | $15.03万 | 加仓 |
| EFAV | ISHARES TR | $38.41万 | 0.07% | 4,380 | -142 | -3.1% | -$1.25万 | 减仓 |
| APP | APPLOVIN CORP | $38.23万 | 0.07% | 742 | 98 | 15.2% | $5.05万 | 加仓 |
| ALL | ALLSTATE CORP | $38.19万 | 0.07% | 1,605 | 208 | 14.9% | $4.95万 | 加仓 |
| EWS | ISHARES INC | $38.16万 | 0.07% | 12,886 | 219 | 1.7% | $6,485 | 加仓 |
| IVZ | INVESCO LTD | $37.69万 | 0.07% | 14,282 | 1,792 | 14.3% | $4.73万 | 加仓 |
| ETN | EATON CORP PLC | $37.31万 | 0.07% | 876 | 68 | 8.4% | $2.90万 | 加仓 |
| ALV | AUTOLIV INC | $37.20万 | 0.07% | 3,202 | -136 | -4.1% | -$1.58万 | 减仓 |
| NTAP | NETAPP INC | $36.88万 | 0.07% | 2,383 | 106 | 4.7% | $1.64万 | 加仓 |
| IWD | ISHARES TR | $36.30万 | 0.07% | 1,497 | -28 | -1.8% | -$6,789 | 减仓 |
| IWM | ISHARES TR | $35.87万 | 0.07% | 1,194 | 1 | 0.1% | $300 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $35.48万 | 0.06% | 2,593 | 73 | 2.9% | $9,987 | 加仓 |
| VBR | VANGUARD INDEX FDS | $35.43万 | 0.06% | 1,458 | 425 | 41.1% | $10.33万 | 加仓 |
| IWP | ISHARES TR | $35.06万 | 0.06% | 2,394 | 1 | 0.0% | $146 | 加仓 |
| TXN | TEXAS INSTRS INC | $34.55万 | 0.06% | 1,159 | 80 | 7.4% | $2.38万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $34.37万 | 0.06% | 35,880 | -66 | -0.2% | -$632 | 减仓 |
| RMBS | RAMBUS INC DEL | $34.05万 | 0.06% | 2,565 | -32 | -1.2% | -$4,248 | 减仓 |
| PLD | PROLOGIS INC. | $33.85万 | 0.06% | 2,499 | 40 | 1.6% | $5,418 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $33.62万 | 0.06% | 1,059 | 98 | 10.2% | $3.11万 | 加仓 |
| EQIX | EQUINIX INC | $32.59万 | 0.06% | 313 | 95 | 43.6% | $9.89万 | 加仓 |
| CVNA | CARVANA CO | $32.58万 | 0.06% | 4,950 | 95 | 2.0% | $6,252 | 加仓 |
| CIEN | CIENA CORP | $32.43万 | 0.06% | 661 | 31 | 4.9% | $1.52万 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $31.41万 | 0.06% | 9,405 | 9,405 | — | $31.41万 | 新建仓 |
| MCD | MCDONALDS CORP | $31.34万 | 0.06% | 1,159 | -16 | -1.4% | -$4,326 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $31.33万 | 0.06% | 10,529 | 10,529 | — | $31.33万 | 新建仓 |