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 |
|---|---|---|---|---|---|---|---|---|
| PIZ | INVESCO EXCH TRADED FD TR II | $30.95万 | 0.06% | 5,536 | 5,536 | — | $30.95万 | 新建仓 |
| AME | AMETEK INC | $30.94万 | 0.06% | 1,279 | -6 | -0.5% | -$1,452 | 减仓 |
| FDX | FEDEX CORP | $30.66万 | 0.06% | 979 | 19 | 2.0% | $5,950 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $30.53万 | 0.06% | 1,522 | 75 | 5.2% | $1.50万 | 加仓 |
| BA | BOEING CO | $30.38万 | 0.06% | 1,404 | -51 | -3.5% | -$1.10万 | 减仓 |
| WM | WASTE MGMT INC DEL | $30.13万 | 0.05% | 1,352 | 211 | 18.5% | $4.70万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $29.83万 | 0.05% | 1,804 | 1,804 | — | $29.83万 | 新建仓 |
| LIN | LINDE PLC | $29.76万 | 0.05% | 574 | 85 | 17.4% | $4.41万 | 加仓 |
| TRLV | TRULIEVE CANNABIS CORP | $29.73万 | 0.05% | 30,243 | 30,243 | — | $29.73万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $29.42万 | 0.05% | 3,348 | 562 | 20.2% | $4.94万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $29.36万 | 0.05% | 1,378 | 139 | 11.2% | $2.96万 | 加仓 |
| SHEL | SHELL PLC | $29.35万 | 0.05% | 3,786 | 1,612 | 74.1% | $12.50万 | 加仓 |
| GRMN | GARMIN LTD | $29.21万 | 0.05% | 1,230 | 27 | 2.2% | $6,411 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $29.12万 | 0.05% | 744 | -17 | -2.2% | -$6,653 | 减仓 |
| CVS | CVS HEALTH CORP | $28.92万 | 0.05% | 2,796 | 154 | 5.8% | $1.59万 | 重新持有 |
| COP | CONOCOPHILLIPS | $28.88万 | 0.05% | 2,778 | 2,778 | — | $28.88万 | 新建仓 |
| HUT | HUT 8 CORP | $28.83万 | 0.05% | 2,497 | 2,497 | — | $28.83万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $28.80万 | 0.05% | 380 | 3 | 0.8% | $2,274 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $28.70万 | 0.05% | 3,116 | 398 | 14.6% | $3.67万 | 加仓 |
| QCOM | QUALCOMM INC | $28.48万 | 0.05% | 1,541 | 363 | 30.8% | $6.71万 | 重新持有 |
| SITM | SITIME CORP | $28.41万 | 0.05% | 381 | 381 | — | $28.41万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $27.97万 | 0.05% | 3,992 | 201 | 5.3% | $1.41万 | 加仓 |
| BRO | BROWN & BROWN INC | $27.60万 | 0.05% | 4,303 | 1,512 | 54.2% | $9.70万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $27.50万 | 0.05% | 813 | 44 | 5.7% | $1.49万 | 加仓 |
| PSX | PHILLIPS 66 | $27.48万 | 0.05% | 1,625 | 106 | 7.0% | $1.79万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $27.47万 | 0.05% | 732 | -15 | -2.0% | -$5,630 | 减仓 |
| XYZ | BLOCK INC | $27.40万 | 0.05% | 3,605 | 3,605 | — | $27.40万 | 新建仓 |
| URI | UNITED RENTALS INC | $26.94万 | 0.05% | 238 | 238 | — | $26.94万 | 新建仓 |
| VST | VISTRA CORP | $26.89万 | 0.05% | 1,695 | -54 | -3.1% | -$8,566 | 减仓 |
| IGM | ISHARES TR | $26.82万 | 0.05% | 1,639 | -140 | -7.9% | -$2.29万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $26.72万 | 0.05% | 1,325 | 152 | 13.0% | $3.07万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $26.67万 | 0.05% | 19,240 | -311 | -1.6% | -$4,310 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $26.66万 | 0.05% | 6,081 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $26.49万 | 0.05% | 13,864 | 3,089 | 28.7% | $5.90万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $26.46万 | 0.05% | 6,404 | 2,290 | 55.7% | $9.46万 | 加仓 |
| IX | ORIX CORP | $26.44万 | 0.05% | 6,950 | -34 | -0.5% | -$1,293 | 减仓 |
| WELL | WELLTOWER INC | $26.35万 | 0.05% | 1,161 | 20 | 1.8% | $4,539 | 加仓 |
| NOW | SERVICENOW INC | $26.07万 | 0.05% | 2,626 | 1,073 | 69.1% | $10.65万 | 重新持有 |
| HUBB | HUBBELL INC | $25.93万 | 0.05% | 496 | 11 | 2.3% | $5,750 | 加仓 |
| FTNT | FORTINET INC | $25.81万 | 0.05% | 1,680 | 1,680 | — | $25.81万 | 新建仓 |
| CB | CHUBB LIMITED | $25.79万 | 0.05% | 757 | 43 | 6.0% | $1.46万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $25.67万 | 0.05% | 4,555 | -25 | -0.5% | -$1,409 | 减仓 |
| MMM | 3M CO | $25.66万 | 0.05% | 1,585 | 154 | 10.8% | $2.49万 | 加仓 |
| DE | DEERE & CO | $25.58万 | 0.05% | 403 | 27 | 7.2% | $1.71万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $25.54万 | 0.05% | 950 | 58 | 6.5% | $1.56万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.47万 | 0.05% | 488 | 34 | 7.5% | $1.77万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $25.42万 | 0.05% | 1,525 | -73 | -4.6% | -$1.22万 | 减仓 |
| — | ADVISORSHARES TR | $25.37万 | 0.05% | 4,960 | 4,960 | — | $25.37万 | 新建仓 |
| IWR | ISHARES TR | $25.15万 | 0.05% | 2,279 | -61 | -2.6% | -$6,731 | 减仓 |
| MCO | MOODYS CORP | $25.04万 | 0.05% | 553 | -30 | -5.1% | -$1.36万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.01万 | 0.05% | 629 | -227 | -26.5% | -$9.03万 | 减仓 |
| RY | ROYAL BK CDA | $24.95万 | 0.05% | 1,205 | 1,205 | — | $24.95万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $24.91万 | 0.05% | 916 | 916 | — | $24.91万 | 新建仓 |
| URA | GLOBAL X FDS | $24.73万 | 0.05% | 5,658 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.46万 | 0.04% | 492 | 12 | 2.5% | $5,965 | 加仓 |
| UNP | UNION PAC CORP | $24.38万 | 0.04% | 896 | -15 | -1.6% | -$4,081 | 减仓 |
| FN | FABRINET | $24.17万 | 0.04% | 430 | -4 | -0.9% | -$2,248 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $24.12万 | 0.04% | 474 | 70 | 17.3% | $3.56万 | 加仓 |
| SNPS | SYNOPSYS INC | $24.00万 | 0.04% | 538 | -24 | -4.3% | -$1.07万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.96万 | 0.04% | 3,266 | 3,266 | — | $23.96万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $23.86万 | 0.04% | 1,885 | -31 | -1.6% | -$3,925 | 减仓 |
| TMUS | T-MOBILE US INC | $23.82万 | 0.04% | 1,420 | 1,420 | — | $23.82万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $23.80万 | 0.04% | 2,954 | 6 | 0.2% | $483 | 加仓 |
| AIZ | ASSURANT INC | $23.74万 | 0.04% | 884 | -20 | -2.2% | -$5,372 | 重新持有 |
| CRK | COMSTOCK RES INC | $23.70万 | 0.04% | 15,882 | 46 | 0.3% | $686 | 加仓 |
| FAST | FASTENAL CO | $23.57万 | 0.04% | 4,908 | -105 | -2.1% | -$5,043 | 减仓 |
| MUSA | MURPHY USA INC | $23.55万 | 0.04% | 437 | -8 | -1.8% | -$4,311 | 减仓 |
| STT | STATE STR CORP | $23.51万 | 0.04% | 1,386 | 1,386 | — | $23.51万 | 新建仓 |
| EQT | EQT CORP | $23.36万 | 0.04% | 4,393 | -80 | -1.8% | -$4,253 | 减仓 |
| RACE | FERRARI N V | $23.00万 | 0.04% | 618 | -26 | -4.0% | -$9,675 | 重新持有 |
| SU | SUNCOR ENERGY INC NEW | $22.98万 | 0.04% | 4,282 | 422 | 10.9% | $2.27万 | 加仓 |
| JBL | JABIL INC | $22.68万 | 0.04% | 588 | 588 | — | $22.68万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $22.67万 | 0.04% | 2,352 | 2,352 | — | $22.67万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $22.66万 | 0.04% | 2,420 | 2,420 | — | $22.66万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $22.62万 | 0.04% | 5,614 | 5,614 | — | $22.62万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $22.62万 | 0.04% | 10,811 | 10,811 | — | $22.62万 | 新建仓 |
| WIP | SPDR SERIES TRUST | $22.52万 | 0.04% | 5,717 | 5,717 | — | $22.52万 | 新建仓 |
| CRM | SALESFORCE INC | $22.33万 | 0.04% | 1,425 | -706 | -33.1% | -$11.06万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $22.19万 | 0.04% | 2,506 | 1 | 0.0% | $89 | 加仓 |
| BX | BLACKSTONE INC | $22.16万 | 0.04% | 1,883 | 1,883 | — | $22.16万 | 新建仓 |
| SEZL | SEZZLE INC | $22.07万 | 0.04% | 1,286 | 1,286 | — | $22.07万 | 新建仓 |
| SO | SOUTHERN CO | $21.95万 | 0.04% | 2,294 | 182 | 8.6% | $1.74万 | 加仓 |
| BN | BROOKFIELD CORP | $21.90万 | 0.04% | 5,142 | -99 | -1.9% | -$4,217 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $21.86万 | 0.04% | 2,889 | 7 | 0.2% | $530 | 加仓 |
| USB | US BANCORP | $21.76万 | 0.04% | 3,602 | 3,602 | — | $21.76万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $21.71万 | 0.04% | 648 | 648 | — | $21.71万 | 新建仓 |
| SYSB | ISHARES TR | $21.70万 | 0.04% | 2,446 | 2,446 | — | $21.70万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $21.62万 | 0.04% | 471 | -7 | -1.5% | -$3,214 | 减仓 |
| BEKE | KE HLDGS INC | $21.61万 | 0.04% | 14,875 | -367 | -2.4% | -$5,333 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $21.47万 | 0.04% | 4,312 | -679 | -13.6% | -$3.38万 | 减仓 |
| ECL | ECOLAB INC | $21.45万 | 0.04% | 770 | 770 | — | $21.45万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $21.25万 | 0.04% | 4,979 | 4,979 | — | $21.25万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.21万 | 0.04% | 2,416 | -133 | -5.2% | -$1.17万 | 减仓 |
| SBUX | STARBUCKS CORP | $21.07万 | 0.04% | 2,062 | 2,062 | — | $21.07万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $20.96万 | 0.04% | 1,167 | 7 | 0.6% | $1,257 | 加仓 |
| EWY | ISHARES INC | $20.94万 | 0.04% | 1,037 | 1,037 | — | $20.94万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $20.81万 | 0.04% | 2,256 | -366 | -14.0% | -$3.38万 | 减仓 |
| IDXX | IDEXX LABS INC | $20.79万 | 0.04% | 395 | 66 | 20.1% | $3.47万 | 重新持有 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $20.75万 | 0.04% | 784 | 0 | 0.0% | — | 重新持有 |
| KKR | KKR & CO INC | $20.71万 | 0.04% | 2,256 | 2,256 | — | $20.71万 | 新建仓 |