EARNED WEALTH ADVISORS, LLC
WALNUT CREEK CA · SEC CIK 0001905663
$14.96亿2026Q1 申报市值
468持仓数
42.8%前十大占比 · 第一大 8.0%
63 / 51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
DFIV 加仓+$1,829.44万
DFUS 加仓+$1,475.69万
VWO 加仓+$516.43万
AAPL 加仓+$506.57万
NVDA 加仓+$422.01万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$403.42万
TEAM 清仓-$87.04万
ACN 清仓-$66.56万
LDOS 清仓-$54.05万
CHKP 清仓-$44.13万
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 |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -5,368 | -100.0% | -$87.04万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,481 | -100.0% | -$66.56万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2,996 | -100.0% | -$54.05万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -2,378 | -100.0% | -$44.13万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -5,286 | -100.0% | -$39.88万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -2,127 | -100.0% | -$37.35万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,572 | -100.0% | -$35.43万 | 清仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -2,525 | -100.0% | -$35.18万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,554 | -100.0% | -$34.96万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,941 | -100.0% | -$34.87万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -17,348 | -100.0% | -$33.60万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -2,935 | -100.0% | -$33.39万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -11,794 | -100.0% | -$33.04万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -3,217 | -100.0% | -$32.67万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -11,424 | -100.0% | -$31.03万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -2,836 | -100.0% | -$30.76万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,764 | -100.0% | -$30.60万 | 清仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -925 | -100.0% | -$28.59万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,272 | -100.0% | -$28.45万 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,136 | -100.0% | -$27.94万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,496 | -100.0% | -$27.52万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -564 | -100.0% | -$27.48万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,826 | -100.0% | -$26.96万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -3,151 | -100.0% | -$26.96万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,354 | -100.0% | -$26.91万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -3,113 | -100.0% | -$25.67万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -732 | -100.0% | -$24.84万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -7,800 | -100.0% | -$23.59万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -2,597 | -100.0% | -$23.55万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,834 | -100.0% | -$23.05万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -8,966 | -100.0% | -$22.82万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,250 | -100.0% | -$22.54万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,117 | -100.0% | -$22.45万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -1,407 | -100.0% | -$22.40万 | 清仓 |
| DFAE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -12,717 | -100.0% | -$22.01万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1,395 | -100.0% | -$21.78万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,119 | -100.0% | -$21.72万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,392 | -100.0% | -$21.61万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -541 | -100.0% | -$21.51万 | 清仓 |
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -982 | -100.0% | -$21.02万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -2,678 | -100.0% | -$20.73万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -4,409 | -100.0% | -$20.42万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -19,582 | -100.0% | -$17.58万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -11,958 | -100.0% | -$15.69万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -12,268 | -100.0% | -$11.31万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -12,819 | -100.0% | -$10.68万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,049 | -100.0% | -$8.54万 | 清仓 |
| MPT | MEDICAL PPTYS TRUST INC | $0 | 0.00% | 0 | -15,080 | -100.0% | -$7.54万 | 清仓 |
| PLTK | PLAYTIKA HLDG CORP | $0 | 0.00% | 0 | -11,562 | -100.0% | -$4.57万 | 清仓 |
| IWM | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$1,866 | 清仓 |
| S | SENTINELONE INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1,500 | 清仓 |
| IWM | ISHARES TR 看跌期权 | $4,087 | 0.00% | 1,100 | 1,100 | — | $4,087 | 新建仓 |
| — | ALIGHT INC | $8,766 | 0.00% | 15,044 | 15,044 | — | $8,766 | 新建仓 |
| — | BEYOND MEAT INC | $1.14万 | 0.00% | 16,180 | 16,180 | — | $1.14万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $1.76万 | 0.00% | 14,756 | 14,756 | — | $1.76万 | 新建仓 |
| SNAP | SNAP INC 看涨期权 | $3.22万 | 0.00% | 7,000 | -2,000 | -22.2% | -$9,200 | 减仓 |
| URG | UR-ENERGY INC | $3.73万 | 0.00% | 25,000 | 25,000 | — | $3.73万 | 新建仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $5.65万 | 0.00% | 26,051 | 76 | 0.3% | $165 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $8.18万 | 0.01% | 18,509 | 144 | 0.8% | $636 | 加仓 |
| AEG | AEGON LTD | $8.62万 | 0.01% | 11,871 | 1,508 | 14.6% | $1.09万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $8.74万 | 0.01% | 17,385 | 4,025 | 30.1% | $2.02万 | 加仓 |
| NEXT | NEXTDECADE CORP | $9.31万 | 0.01% | 12,148 | 12,148 | — | $9.31万 | 新建仓 |
| PLUG | PLUG PWR INC | $9.96万 | 0.01% | 44,061 | 4,923 | 12.6% | $1.11万 | 加仓 |
| ADT | ADT INC DEL | $10.56万 | 0.01% | 16,075 | -19,591 | -54.9% | -$12.87万 | 减仓 |
| HAFN | HAFNIA LTD | $10.63万 | 0.01% | 13,983 | -1,140 | -7.5% | -$8,664 | 减仓 |
| ASAN | ASANA INC | $10.87万 | 0.01% | 16,989 | 16,989 | — | $10.87万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $12.98万 | 0.01% | 16,454 | 3,810 | 30.1% | $3.01万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $17.83万 | 0.01% | 11,392 | -10,852 | -48.8% | -$16.98万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $18.76万 | 0.01% | 23,632 | 6,919 | 41.4% | $5.49万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $20.11万 | 0.01% | 2,764 | 2,764 | — | $20.11万 | 新建仓 |
| NNN | NNN REIT INC | $20.20万 | 0.01% | 4,805 | 98 | 2.1% | $4,119 | 重新持有 |
| AA | ALCOA CORP | $20.41万 | 0.01% | 3,077 | 3,077 | — | $20.41万 | 新建仓 |
| E | ENI SPA | $20.41万 | 0.01% | 3,606 | 3,606 | — | $20.41万 | 新建仓 |
| GGG | GRACO INC | $20.65万 | 0.01% | 2,440 | -342 | -12.3% | -$2.90万 | 重新持有 |
| SAP | SAP SE | $20.73万 | 0.01% | 1,211 | 211 | 21.1% | $3.61万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $20.81万 | 0.01% | 3,610 | 3,610 | — | $20.81万 | 新建仓 |
| CSX | CSX CORP | $20.84万 | 0.01% | 5,077 | 5,077 | — | $20.84万 | 新建仓 |
| MHK | MOHAWK INDS INC | $20.84万 | 0.01% | 2,117 | 353 | 20.0% | $3.48万 | 重新持有 |
| TNL | TRAVEL PLUS LEISURE CO | $20.85万 | 0.01% | 3,014 | 3,014 | — | $20.85万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $20.86万 | 0.01% | 5,143 | -1,319 | -20.4% | -$5.35万 | 减仓 |
| CCJ | CAMECO CORP | $20.87万 | 0.01% | 1,922 | 1,922 | — | $20.87万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $20.95万 | 0.01% | 7,297 | 7,297 | — | $20.95万 | 新建仓 |
| TFC | TRUIST FINL CORP | $20.96万 | 0.01% | 4,560 | 4,560 | — | $20.96万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $20.97万 | 0.01% | 11,479 | -193 | -1.7% | -$3,526 | 减仓 |
| USFR | WISDOMTREE TR | $20.99万 | 0.01% | 4,170 | 4,170 | — | $20.99万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $21.05万 | 0.01% | 6,902 | -541 | -7.3% | -$1.65万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $21.09万 | 0.01% | 9,753 | 1,434 | 17.2% | $3.10万 | 重新持有 |
| IVE | ISHARES TR | $21.11万 | 0.01% | 1,000 | 1,000 | — | $21.11万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.12万 | 0.01% | 2,637 | -109 | -4.0% | -$8,729 | 减仓 |
| LNG | CHENIERE ENERGY INC | $21.12万 | 0.01% | 744 | -150 | -16.8% | -$4.26万 | 重新持有 |
| DFLV | DIMENSIONAL ETF TRUST | $21.12万 | 0.01% | 5,915 | -295 | -4.8% | -$1.05万 | 减仓 |
| IWV | ISHARES TR | $21.24万 | 0.01% | 573 | -125 | -17.9% | -$4.63万 | 减仓 |
| GAP | GAP INC | $21.25万 | 0.01% | 8,782 | 385 | 4.6% | $9,317 | 加仓 |
| DE | DEERE & CO | $21.32万 | 0.01% | 378 | -210 | -35.7% | -$11.84万 | 减仓 |