13F 机构持仓

EARNED WEALTH ADVISORS, LLC

WALNUT CREEK CA · SEC CIK 0001905663

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$15.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFUS 8.0%
DIMENSIONAL ET 6.2%
IVV 4.2%
SPYM 4.1%
VWO 4.1%
DFIV 3.6%
DIMENSIONAL ET 3.6%
AAPL 3.4%
IEFA 3.0%
DFUV 2.6%

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
CHT CHUNGHWA TELECOM CO LTD $21.32万0.01%5,048 -525-9.4% -$2.22万 减仓
UNP UNION PAC CORP $21.39万0.01%882 -374-29.8% -$9.07万 减仓
PH PARKER-HANNIFIN CORP $21.41万0.01%239 239— $21.41万 新建仓
NTRS NORTHERN TR CORP $21.43万0.01%1,535 1,535— $21.43万 新建仓
BP BP PLC $21.45万0.01%4,564 4,564— $21.45万 新建仓
JBL JABIL INC $21.52万0.01%810 810— $21.52万 新建仓
HUBS HUBSPOT INC $21.53万0.01%882 882— $21.53万 新建仓
DIVI FRANKLIN TEMPLETON ETF TR $21.55万0.01%5,412 5,412— $21.55万 新建仓
AEM AGNICO EAGLE MINES LTD $21.59万0.01%1,064 1,064— $21.59万 新建仓
NTNX NUTANIX INC $21.66万0.01%5,699 91719.2% $3.49万 重新持有
PLD PROLOGIS INC. $21.67万0.01%1,640 1,640— $21.67万 新建仓
IWS ISHARES TR $21.86万0.01%1,500 -105-6.5% -$1.53万 减仓
GRMN GARMIN LTD $21.92万0.01%945 -130-12.1% -$3.02万 重新持有
MPC MARATHON PETE CORP $21.94万0.01%898 898— $21.94万 新建仓
GLP GLOBAL PARTNERS LP $22.03万0.01%5,233 00.0% — 不变
— JANUS HENDERSON GROUP PLC $22.26万0.01%4,334 4,334— $22.26万 新建仓
AMPX AMPRIUS TECHNOLOGIES INC $22.31万0.01%13,234 -740-5.3% -$1.25万 减仓
ES EVERSOURCE ENERGY $22.32万0.01%3,221 2839.6% $1.96万 重新持有
RGA REINSURANCE GROUP AMER INC $22.34万0.01%1,094 1,094— $22.34万 新建仓
MEDP MEDPACE HLDGS INC $22.38万0.01%466 -335-41.8% -$16.09万 减仓
GSIE GOLDMAN SACHS ETF TR $22.48万0.02%5,211 5,211— $22.48万 新建仓
KKR KKR & CO INC $22.48万0.02%2,430 2,430— $22.48万 新建仓
USFD US FOODS HLDG CORP $22.52万0.02%2,442 2,442— $22.52万 新建仓
TXG 10X GENOMICS INC $22.58万0.02%10,634 3673.6% $7,791 加仓
MANH MANHATTAN ASSOCIATES INC $22.66万0.02%1,702 42533.3% $5.66万 重新持有
OSK OSHKOSH CORP $22.96万0.02%1,559 -47-2.9% -$6,921 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $23.01万0.02%815 815— $23.01万 新建仓
PANW PALO ALTO NETWORKS INC $23.02万0.02%1,436 -1,902-57.0% -$30.49万 减仓
FRT FEDERAL RLTY INVT TR NEW $23.09万0.02%2,174 2,174— $23.09万 新建仓
SYF SYNCHRONY FINANCIAL $23.17万0.02%3,407 50317.3% $3.42万 加仓
IDXX IDEXX LABS INC $23.37万0.02%416 4612.4% $2.58万 加仓
DECK DECKERS OUTDOOR CORP $23.38万0.02%2,336 26312.7% $2.63万 加仓
PODD INSULET CORP $23.60万0.02%1,125 1,125— $23.60万 新建仓
DFGR DIMENSIONAL ETF TRUST $23.60万0.02%8,880 00.0% — 不变
XYZ BLOCK INC $23.66万0.02%3,932 -1,096-21.8% -$6.60万 减仓
— MONROE CAP CORP $23.67万0.02%24,152 3151.3% $3,087 加仓
BTI BRITISH AMERN TOB PLC $23.71万0.02%4,056 3228.6% $1.88万 加仓
HAL HALLIBURTON CO $23.78万0.02%6,100 6,100— $23.78万 新建仓
MCO MOODYS CORP $23.91万0.02%548 548— $23.91万 新建仓
SCCO SOUTHERN COPPER CORP $23.93万0.02%1,391 1,391— $23.93万 新建仓
PNFP PINNACLE FINL PARTNERS INC $24.05万0.02%2,792 2,792— $24.05万 新建仓
EVRG EVERGY INC $24.13万0.02%2,946 1374.9% $1.12万 加仓
SNAP SNAP INC $24.16万0.02%52,511 27,166107.2% $12.50万 加仓
EFA ISHARES TR $24.27万0.02%2,498 -3,668-59.5% -$35.63万 减仓
VCIT VANGUARD SCOTTSDALE FDS $24.30万0.02%2,937 -1,237-29.6% -$10.23万 减仓
HOOD ROBINHOOD MKTS INC $24.33万0.02%3,511 1725.2% $1.19万 加仓
PGR PROGRESSIVE CORP $24.38万0.02%1,230 -103-7.7% -$2.04万 减仓
PB PROSPERITY BANCSHARES INC $24.45万0.02%3,639 2136.2% $1.43万 加仓
CCL CARNIVAL CORP $24.72万0.02%9,551 -132-1.4% -$3,416 减仓
MOH MOLINA HEALTHCARE INC $24.74万0.02%1,856 -552-22.9% -$7.36万 重新持有
NOC NORTHROP GRUMMAN CORP $25.13万0.02%368 164.5% $1.09万 重新持有
— DUPONT DE NEMOURS INC $25.15万0.02%5,491 1,88152.1% $8.62万 重新持有
HCA HCA HEALTHCARE INC $25.22万0.02%533 112.1% $5,206 加仓
EVR EVERCORE INC $25.24万0.02%846 13018.2% $3.88万 加仓
TXRH TEXAS ROADHOUSE INC $25.28万0.02%1,531 1,531— $25.28万 新建仓
S SENTINELONE INC $25.31万0.02%19,649 5,83342.2% $7.51万 加仓
TWLO TWILIO INC $25.43万0.02%2,021 1829.9% $2.29万 加仓
RBLX ROBLOX CORP $25.57万0.02%4,520 -5,723-55.9% -$32.37万 减仓
GSK GSK PLC $25.66万0.02%4,649 3939.2% $2.17万 加仓
WELL WELLTOWER INC $25.74万0.02%1,302 15613.6% $3.08万 加仓
AMP AMERIPRISE FINL INC $25.84万0.02%582 356.4% $1.55万 加仓
ITW ILLINOIS TOOL WKS INC $25.85万0.02%993 21527.6% $5.60万 重新持有
AME AMETEK INC $25.92万0.02%1,209 675.9% $1.44万 加仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $26.07万0.02%15,362 2,76221.9% $4.69万 加仓
BWA BORGWARNER INC $26.16万0.02%4,822 -240-4.7% -$1.30万 减仓
WWD WOODWARD INC $26.16万0.02%731 731— $26.16万 新建仓
AON AON PLC $26.18万0.02%811 811— $26.18万 新建仓
HAS HASBRO INC $26.40万0.02%2,820 30.1% $281 加仓
CW CURTISS WRIGHT CORP $26.63万0.02%391 391— $26.63万 新建仓
CFG CITIZENS FINL GROUP INC $26.78万0.02%4,465 76420.6% $4.58万 加仓
VIS VANGUARD WORLD FD $26.79万0.02%858 131.5% $4,060 加仓
KMX CARMAX INC $27.26万0.02%6,555 6,555— $27.26万 新建仓
D DOMINION ENERGY INC $27.31万0.02%4,417 -131-2.9% -$8,099 减仓
ROP ROPER TECHNOLOGIES INC $27.49万0.02%777 28056.3% $9.91万 加仓
TMO THERMO FISHER SCIENTIFIC INC $27.60万0.02%562 -27-4.6% -$1.33万 减仓
LVS LAS VEGAS SANDS CORP $27.69万0.02%5,139 -1,366-21.0% -$7.36万 减仓
AEP AMERICAN ELEC PWR CO INC $27.79万0.02%2,120 24713.2% $3.24万 加仓
EOG EOG RES INC $27.97万0.02%1,935 1,935— $27.97万 新建仓
CBOE CBOE GLOBAL MKTS INC $28.13万0.02%1,001 181.8% $5,058 加仓
EQIX EQUINIX INC $28.21万0.02%288 288— $28.21万 新建仓
KNSL KINSALE CAP GROUP INC $28.24万0.02%827 827— $28.24万 新建仓
BBY BEST BUY INC $28.38万0.02%4,420 -528-10.7% -$3.39万 减仓
QCOM QUALCOMM INC $28.49万0.02%2,213 -1,986-47.3% -$25.57万 减仓
AVLV AMERICAN CENTY ETF TR $28.50万0.02%3,536 00.0% — 不变
ED CONSOLIDATED EDISON INC $28.55万0.02%2,522 1385.8% $1.56万 加仓
BIIB BIOGEN INC $28.62万0.02%1,561 140.9% $2,567 加仓
VMC VULCAN MATLS CO $28.65万0.02%1,052 -21-2.0% -$5,718 减仓
SO SOUTHERN CO $28.94万0.02%2,998 2248.1% $2.16万 加仓
VEEV VEEVA SYS INC $28.95万0.02%1,648 -118-6.7% -$2.07万 减仓
SMFG SUMITOMO MITSUI FIN GRP INC $28.95万0.02%14,660 4413.1% $8,710 加仓
MLI MUELLER INDS INC $29.11万0.02%2,627 2229.2% $2.46万 加仓
NYT NEW YORK TIMES CO MTN BE $29.16万0.02%3,483 47915.9% $4.01万 加仓
BLK BLACKROCK INC $29.23万0.02%304 304— $29.23万 新建仓
LECO LINCOLN ELEC HLDGS INC $29.32万0.02%1,177 433.8% $1.07万 加仓
AMGN AMGEN INC $29.34万0.02%833 9012.1% $3.17万 加仓
HII HUNTINGTON INGALLS INDS INC $29.35万0.02%772 9914.7% $3.76万 加仓
HLT HILTON WORLDWIDE HLDGS INC $29.35万0.02%965 21528.7% $6.54万 加仓
EXE EXPAND ENERGY CORPORATION $29.52万0.02%2,689 2,689— $29.52万 新建仓
CINF CINCINNATI FINL CORP $29.66万0.02%1,885 -1,096-36.8% -$17.25万 减仓
FER FERROVIAL SE $30.34万0.02%4,665 -123-2.6% -$8,001 减仓