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 |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | $48.60万 | 0.03% | 1,822 | -46 | -2.5% | -$1.23万 | 减仓 |
| VRSN | VERISIGN INC | $48.60万 | 0.03% | 1,957 | -776 | -28.4% | -$19.27万 | 减仓 |
| INCY | INCYTE CORP | $48.74万 | 0.03% | 5,179 | -13 | -0.3% | -$1,224 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $49.35万 | 0.03% | 6,139 | -3,020 | -33.0% | -$24.28万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $49.46万 | 0.03% | 14,249 | -133 | -0.9% | -$4,616 | 减仓 |
| LIN | LINDE PLC | $51.30万 | 0.03% | 1,035 | 408 | 65.1% | $20.22万 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $51.65万 | 0.03% | 1,877 | 109 | 6.2% | $3.00万 | 加仓 |
| SBUX | STARBUCKS CORP | $51.88万 | 0.03% | 5,790 | 785 | 15.7% | $7.03万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $52.83万 | 0.04% | 1,539 | 52 | 3.5% | $1.79万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $53.05万 | 0.04% | 8,659 | 4,088 | 89.4% | $25.04万 | 加仓 |
| RL | RALPH LAUREN CORP | $53.39万 | 0.04% | 1,552 | 129 | 9.1% | $4.44万 | 加仓 |
| KR | KROGER CO | $53.86万 | 0.04% | 7,444 | -1,458 | -16.4% | -$10.55万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $53.90万 | 0.04% | 3,107 | 1,801 | 137.9% | $31.24万 | 加仓 |
| ASML | ASML HLDG NV | $54.66万 | 0.04% | 414 | 52 | 14.4% | $6.87万 | 加仓 |
| DG | DOLLAR GEN CORP | $54.92万 | 0.04% | 4,626 | 441 | 10.5% | $5.24万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $55.69万 | 0.04% | 10,516 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $56.46万 | 0.04% | 14,228 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $56.47万 | 0.04% | 11,248 | 482 | 4.5% | $2.42万 | 加仓 |
| CNC | CENTENE CORP DEL | $56.55万 | 0.04% | 17,273 | -4,226 | -19.7% | -$13.84万 | 减仓 |
| PFE | PFIZER INC | $56.69万 | 0.04% | 20,188 | -3,317 | -14.1% | -$9.31万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $56.90万 | 0.04% | 9,681 | -177 | -1.8% | -$1.04万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $57.02万 | 0.04% | 12,608 | 248 | 2.0% | $1.12万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $57.24万 | 0.04% | 8,174 | 13 | 0.2% | $910 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $57.48万 | 0.04% | 10,894 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $57.93万 | 0.04% | 2,177 | 118 | 5.7% | $3.14万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $58.25万 | 0.04% | 2,749 | 277 | 11.2% | $5.87万 | 加仓 |
| MMM | 3M CO | $58.26万 | 0.04% | 4,011 | -47 | -1.2% | -$6,826 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $59.32万 | 0.04% | 2,034 | 247 | 13.8% | $7.20万 | 加仓 |
| MO | ALTRIA GROUP INC | $59.40万 | 0.04% | 9,002 | 998 | 12.5% | $6.59万 | 加仓 |
| TTE | TOTALENERGIES SE | $59.49万 | 0.04% | 6,539 | 1,049 | 19.1% | $9.54万 | 加仓 |
| SNDK | SANDISK CORP | $60.48万 | 0.04% | 952 | -14 | -1.4% | -$8,895 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $60.65万 | 0.04% | 785 | 114 | 17.0% | $8.81万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $61.51万 | 0.04% | 37,034 | -220 | -0.6% | -$3,654 | 减仓 |
| HSBC | HSBC HLDGS PLC | $61.56万 | 0.04% | 7,463 | 286 | 4.0% | $2.36万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $61.67万 | 0.04% | 4,560 | -276 | -5.7% | -$3.73万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $62.08万 | 0.04% | 8,568 | 4,397 | 105.4% | $31.86万 | 加仓 |
| LOW | LOWES COS INC | $62.35万 | 0.04% | 2,639 | 179 | 7.3% | $4.23万 | 加仓 |
| SPGI | S&P GLOBAL INC | $62.85万 | 0.04% | 1,478 | 945 | 177.3% | $40.19万 | 加仓 |
| FTI | TECHNIPFMC PLC | $62.92万 | 0.04% | 9,101 | 583 | 6.8% | $4.03万 | 加仓 |
| REET | ISHARES TR | $63.23万 | 0.04% | 25,142 | -4,052 | -13.9% | -$10.19万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $63.37万 | 0.04% | 4,840 | -50 | -1.0% | -$6,547 | 减仓 |
| TGT | TARGET CORP | $63.53万 | 0.04% | 5,241 | -397 | -7.0% | -$4.81万 | 减仓 |
| SNOW | SNOWFLAKE INC | $64.31万 | 0.04% | 4,264 | 1,362 | 46.9% | $20.54万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $64.42万 | 0.04% | 20,126 | -2,463 | -10.9% | -$7.88万 | 减仓 |
| CIEN | CIENA CORP | $64.60万 | 0.04% | 1,664 | -207 | -11.1% | -$8.04万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $64.61万 | 0.04% | 4,934 | 759 | 18.2% | $9.94万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $65.05万 | 0.04% | 1,457 | 807 | 124.2% | $36.03万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $65.64万 | 0.04% | 16,627 | 116 | 0.7% | $4,580 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $66.49万 | 0.04% | 1,967 | -504 | -20.4% | -$17.04万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $67.52万 | 0.05% | 11,438 | -2,722 | -19.2% | -$16.07万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $67.81万 | 0.05% | 7,346 | 523 | 7.7% | $4.83万 | 加仓 |
| CME | CME GROUP INC | $67.94万 | 0.05% | 2,300 | -6 | -0.3% | -$1,772 | 减仓 |
| ILMN | ILLUMINA INC | $67.95万 | 0.05% | 5,513 | 173 | 3.2% | $2.13万 | 加仓 |
| APH | AMPHENOL CORP | $68.22万 | 0.05% | 5,399 | -6 | -0.1% | -$758 | 减仓 |
| IHDG | WISDOMTREE TR | $68.29万 | 0.05% | 14,183 | -151 | -1.1% | -$7,271 | 减仓 |
| TJX | TJX COS INC NEW | $69.14万 | 0.05% | 4,329 | 586 | 15.7% | $9.36万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $69.23万 | 0.05% | 7,367 | 501 | 7.3% | $4.71万 | 加仓 |
| EIX | EDISON INTL | $69.43万 | 0.05% | 9,488 | 979 | 11.5% | $7.16万 | 加仓 |
| BIL | SPDR SERIES TRUST | $69.65万 | 0.05% | 7,600 | 7,600 | — | $69.65万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $71.10万 | 0.05% | 5,667 | 218 | 4.0% | $2.74万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $72.00万 | 0.05% | 13,844 | -599 | -4.1% | -$3.12万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $72.42万 | 0.05% | 2,890 | 255 | 9.7% | $6.39万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $72.79万 | 0.05% | 19,774 | -546 | -2.7% | -$2.01万 | 减仓 |
| NLR | VANECK ETF TRUST | $73.69万 | 0.05% | 5,533 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $73.72万 | 0.05% | 851 | -183 | -17.7% | -$15.85万 | 减仓 |
| ABNB | AIRBNB INC | $73.91万 | 0.05% | 5,853 | 515 | 9.6% | $6.50万 | 加仓 |
| VGT | VANGUARD WORLD FD | $74.18万 | 0.05% | 1,063 | 79 | 8.0% | $5.51万 | 加仓 |
| — | TIDAL TRUST I | $76.73万 | 0.05% | 42,867 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $79.98万 | 0.05% | 10,308 | 931 | 9.9% | $7.22万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $81.68万 | 0.05% | 3,019 | -934 | -23.6% | -$25.27万 | 减仓 |
| C | CITIGROUP INC | $81.83万 | 0.05% | 7,216 | 586 | 8.8% | $6.65万 | 加仓 |
| T | AT&T INC | $81.91万 | 0.05% | 28,256 | 2,747 | 10.8% | $7.96万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $82.22万 | 0.05% | 3,951 | -365 | -8.5% | -$7.60万 | 减仓 |
| GLD | SPDR GOLD TR | $82.74万 | 0.06% | 1,923 | 624 | 48.0% | $26.85万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $83.27万 | 0.06% | 197 | 18 | 10.1% | $7.61万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $83.67万 | 0.06% | 8,149 | -17 | -0.2% | -$1,746 | 减仓 |
| MCD | MCDONALDS CORP | $84.31万 | 0.06% | 2,713 | -52 | -1.9% | -$1.62万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $84.63万 | 0.06% | 1,619 | 838 | 107.3% | $43.80万 | 加仓 |
| TPR | TAPESTRY INC | $85.60万 | 0.06% | 6,066 | -265 | -4.2% | -$3.74万 | 减仓 |
| INTC | INTEL CORP | $86.21万 | 0.06% | 19,536 | -6,596 | -25.2% | -$29.11万 | 减仓 |
| NOW | SERVICENOW INC | $86.54万 | 0.06% | 8,277 | 4,326 | 109.5% | $45.23万 | 加仓 |
| KO | COCA COLA CO | $87.01万 | 0.06% | 11,441 | 871 | 8.2% | $6.62万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $87.87万 | 0.06% | 10,379 | 1,119 | 12.1% | $9.47万 | 加仓 |
| DDOG | DATADOG INC | $88.22万 | 0.06% | 7,473 | 2,563 | 52.2% | $30.26万 | 加仓 |
| ETN | EATON CORP PLC | $89.10万 | 0.06% | 2,491 | 149 | 6.4% | $5.33万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $89.51万 | 0.06% | 14,810 | 6 | 0.0% | $363 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $89.62万 | 0.06% | 35,395 | 2,353 | 7.1% | $5.96万 | 加仓 |
| CB | CHUBB LTD SWITZ | $89.85万 | 0.06% | 2,757 | -214 | -7.2% | -$6.97万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $90.45万 | 0.06% | 16,494 | 82 | 0.5% | $4,497 | 加仓 |
| SYK | STRYKER CORPORATION | $90.89万 | 0.06% | 2,766 | 299 | 12.1% | $9.82万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $93.46万 | 0.06% | 11,598 | -201 | -1.7% | -$1.62万 | 减仓 |
| WFC | WELLS FARGO & CO | $93.77万 | 0.06% | 11,778 | 713 | 6.4% | $5.68万 | 加仓 |
| NEM | NEWMONT CORP | $94.82万 | 0.06% | 8,759 | 46 | 0.5% | $4,980 | 加仓 |
| — | HONEYWELL INTL INC | $95.14万 | 0.06% | 4,209 | 1,011 | 31.6% | $22.85万 | 加仓 |
| COP | CONOCOPHILLIPS | $95.83万 | 0.06% | 7,260 | -9 | -0.1% | -$1,188 | 减仓 |
| IYC | ISHARES TR | $96.92万 | 0.06% | 10,000 | 10,000 | — | $96.92万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $99.69万 | 0.07% | 2,153 | 122 | 6.0% | $5.65万 | 加仓 |
| ADSK | AUTODESK INC | $99.88万 | 0.07% | 4,172 | 2,759 | 195.3% | $66.05万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $99.92万 | 0.07% | 1,999 | -9 | -0.4% | -$4,498 | 减仓 |