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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 917 | 19.2% | $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 | 0 | 0.0% | — | 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 | 283 | 9.6% | $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 | 367 | 3.6% | $7,791 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $22.66万 | 0.02% | 1,702 | 425 | 33.3% | $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 | 503 | 17.3% | $3.42万 | 加仓 |
| IDXX | IDEXX LABS INC | $23.37万 | 0.02% | 416 | 46 | 12.4% | $2.58万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $23.38万 | 0.02% | 2,336 | 263 | 12.7% | $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 | 0 | 0.0% | — | 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 | 315 | 1.3% | $3,087 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $23.71万 | 0.02% | 4,056 | 322 | 8.6% | $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 | 137 | 4.9% | $1.12万 | 加仓 |
| SNAP | SNAP INC | $24.16万 | 0.02% | 52,511 | 27,166 | 107.2% | $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 | 172 | 5.2% | $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 | 213 | 6.2% | $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 | 16 | 4.5% | $1.09万 | 重新持有 |
| — | DUPONT DE NEMOURS INC | $25.15万 | 0.02% | 5,491 | 1,881 | 52.1% | $8.62万 | 重新持有 |
| HCA | HCA HEALTHCARE INC | $25.22万 | 0.02% | 533 | 11 | 2.1% | $5,206 | 加仓 |
| EVR | EVERCORE INC | $25.24万 | 0.02% | 846 | 130 | 18.2% | $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 | 5,833 | 42.2% | $7.51万 | 加仓 |
| TWLO | TWILIO INC | $25.43万 | 0.02% | 2,021 | 182 | 9.9% | $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 | 393 | 9.2% | $2.17万 | 加仓 |
| WELL | WELLTOWER INC | $25.74万 | 0.02% | 1,302 | 156 | 13.6% | $3.08万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $25.84万 | 0.02% | 582 | 35 | 6.4% | $1.55万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $25.85万 | 0.02% | 993 | 215 | 27.6% | $5.60万 | 重新持有 |
| AME | AMETEK INC | $25.92万 | 0.02% | 1,209 | 67 | 5.9% | $1.44万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $26.07万 | 0.02% | 15,362 | 2,762 | 21.9% | $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 | 3 | 0.1% | $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 | 764 | 20.6% | $4.58万 | 加仓 |
| VIS | VANGUARD WORLD FD | $26.79万 | 0.02% | 858 | 13 | 1.5% | $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 | 280 | 56.3% | $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 | 247 | 13.2% | $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 | 18 | 1.8% | $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 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $28.55万 | 0.02% | 2,522 | 138 | 5.8% | $1.56万 | 加仓 |
| BIIB | BIOGEN INC | $28.62万 | 0.02% | 1,561 | 14 | 0.9% | $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 | 224 | 8.1% | $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 | 441 | 3.1% | $8,710 | 加仓 |
| MLI | MUELLER INDS INC | $29.11万 | 0.02% | 2,627 | 222 | 9.2% | $2.46万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $29.16万 | 0.02% | 3,483 | 479 | 15.9% | $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 | 43 | 3.8% | $1.07万 | 加仓 |
| AMGN | AMGEN INC | $29.34万 | 0.02% | 833 | 90 | 12.1% | $3.17万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $29.35万 | 0.02% | 772 | 99 | 14.7% | $3.76万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $29.35万 | 0.02% | 965 | 215 | 28.7% | $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 |