EARNED WEALTH ADVISORS, LLC
WALNUT CREEK CA · SEC CIK 0001905663
$15.51亿2026Q2 申报市值
312持仓数
47.2%前十大占比 · 第一大 9.1%
23 / 185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
DFIV 加仓+$825.05万
AGG 加仓+$797.28万
IVV 加仓+$710.32万
UCON 加仓+$385.24万
SPYM 加仓+$343.36万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$1,516.68万
NVDA 减仓-$1,035.03万
GOOGL 减仓-$433.42万
AMZN 减仓-$387.68万
MSFT 减仓-$354.30万
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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $128.41万 | 0.08% | 5,103 | -1,231 | -19.4% | -$30.98万 | 减仓 |
| DDOG | DATADOG INC | $145.40万 | 0.09% | 5,585 | -1,888 | -25.3% | -$49.15万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $145.98万 | 0.09% | 49,602 | -9,510 | -16.1% | -$27.99万 | 减仓 |
| ITOT | ISHARES TR | $148.58万 | 0.10% | 9,045 | -125 | -1.4% | -$2.05万 | 减仓 |
| BAC | BANK OF AMER CORP | $154.23万 | 0.10% | 27,067 | -7,871 | -22.5% | -$44.85万 | 减仓 |
| AMAT | APPLIED MATLS INC | $155.47万 | 0.10% | 2,150 | -1,170 | -35.2% | -$84.60万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $159.59万 | 0.10% | 6,284 | -3,811 | -37.8% | -$96.78万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $170.53万 | 0.11% | 19,118 | -58 | -0.3% | -$5,174 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $171.22万 | 0.11% | 22,323 | 865 | 4.0% | $6.63万 | 加仓 |
| VV | VANGUARD INDEX FDS | $171.52万 | 0.11% | 4,987 | 4,987 | — | $171.52万 | 新建仓 |
| V | VISA INC | $171.91万 | 0.11% | 5,011 | -1,981 | -28.3% | -$67.96万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $171.94万 | 0.11% | 24,131 | -1,371 | -5.4% | -$9.77万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $177.74万 | 0.11% | 42,705 | -467 | -1.1% | -$1.94万 | 减仓 |
| — | EXXON MOBIL CORP | $180.10万 | 0.12% | 13,173 | -4,227 | -24.3% | -$57.79万 | 减仓 |
| EEM | ISHARES TR | $185.65万 | 0.12% | 27,137 | -334 | -1.2% | -$2.28万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $187.53万 | 0.12% | 64,757 | 3,306 | 5.4% | $9.57万 | 加仓 |
| IWF | ISHARES TR | $188.65万 | 0.12% | 15,193 | 605 | 4.1% | $7.51万 | 加仓 |
| BX | BLACKSTONE INC | $191.78万 | 0.12% | 16,298 | 6,807 | 71.7% | $80.10万 | 加仓 |
| HD | HOME DEPOT INC | $200.16万 | 0.13% | 5,676 | -1,202 | -17.5% | -$42.39万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $204.09万 | 0.13% | 33,851 | 261 | 0.8% | $1.57万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $204.90万 | 0.13% | 6,122 | -29 | -0.5% | -$9,706 | 减仓 |
| — | TIDAL TRUST I | $204.94万 | 0.13% | 113,790 | 70,923 | 165.4% | $127.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $206.64万 | 0.13% | 3,009 | -493 | -14.1% | -$33.86万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $206.78万 | 0.13% | 8,510 | -673 | -7.3% | -$16.35万 | 减仓 |
| CAT | CATERPILLAR INC | $208.74万 | 0.13% | 2,960 | 695 | 30.7% | $49.01万 | 加仓 |
| IWD | ISHARES TR | $209.05万 | 0.13% | 8,623 | -40 | -0.5% | -$9,697 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $221.31万 | 0.14% | 1,917 | -1,799 | -48.4% | -$207.69万 | 减仓 |
| BSVO | EA SERIES TRUST | $232.62万 | 0.15% | 79,693 | -4,129 | -4.9% | -$12.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $238.28万 | 0.15% | 16,250 | 2,964 | 22.3% | $43.46万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $238.88万 | 0.15% | 4,112 | -886 | -17.7% | -$51.47万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $258.67万 | 0.17% | 50,042 | -1,426 | -2.8% | -$7.37万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $267.02万 | 0.17% | 3,499 | -359 | -9.3% | -$27.40万 | 减仓 |
| GLW | CORNING INC | $267.15万 | 0.17% | 10,459 | -1,382 | -11.7% | -$35.30万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $268.04万 | 0.17% | 49,998 | -608 | -1.2% | -$3.26万 | 减仓 |
| GOOG | ALPHABET INC | $269.28万 | 0.17% | 7,621 | -6,122 | -44.5% | -$216.31万 | 减仓 |
| VFH | VANGUARD WORLD FD | $273.70万 | 0.18% | 20,798 | 102 | 0.5% | $1.34万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $276.81万 | 0.18% | 61,052 | 186 | 0.3% | $8,433 | 加仓 |
| LLY | ELI LILLY & CO | $277.53万 | 0.18% | 2,314 | -1,318 | -36.3% | -$158.07万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $282.90万 | 0.18% | 14,849 | 41 | 0.3% | $7,811 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $285.53万 | 0.18% | 12,067 | -10,550 | -46.6% | -$249.64万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $300.00万 | 0.19% | 3,207 | -954 | -22.9% | -$89.24万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $301.53万 | 0.19% | 23,542 | -25 | -0.1% | -$3,202 | 减仓 |
| TSLA | TESLA INC | $309.80万 | 0.20% | 7,366 | -5,324 | -42.0% | -$223.92万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $327.92万 | 0.21% | 31,821 | -202 | -0.6% | -$2.08万 | 减仓 |
| AVGO | BROADCOM INC | $328.55万 | 0.21% | 8,698 | -5,906 | -40.4% | -$223.09万 | 减仓 |
| IVW | ISHARES TR | $332.96万 | 0.21% | 24,210 | 569 | 2.4% | $7.83万 | 加仓 |
| IYW | ISHARES TR | $335.88万 | 0.22% | 13,317 | 2,016 | 17.8% | $50.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $344.74万 | 0.22% | 7,956 | -3,904 | -32.9% | -$169.16万 | 减仓 |
| PHYL | PGIM ETF TR | $463.73万 | 0.30% | 132,951 | 24,327 | 22.4% | $84.85万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $508.29万 | 0.33% | 137,972 | -208 | -0.2% | -$7,663 | 减仓 |
| META | META PLATFORMS INC | $551.31万 | 0.36% | 9,787 | -2,085 | -17.6% | -$117.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $586.71万 | 0.38% | 7,967 | -974 | -10.9% | -$71.73万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $587.31万 | 0.38% | 68,181 | -5,499 | -7.5% | -$47.37万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $591.82万 | 0.38% | 15,993 | -4,834 | -23.2% | -$178.88万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $669.11万 | 0.43% | 23,482 | 469 | 2.0% | $13.36万 | 加仓 |
| IEMG | ISHARES INC | $675.68万 | 0.44% | 81,565 | 3,705 | 4.8% | $30.69万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $684.62万 | 0.44% | 87,873 | -10,532 | -10.7% | -$82.05万 | 减仓 |
| GOOGL | ALPHABET INC | $714.20万 | 0.46% | 19,985 | -12,128 | -37.8% | -$433.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $769.84万 | 0.50% | 23,519 | -4,232 | -15.2% | -$138.52万 | 减仓 |
| SDY | SPDR SERIES TRUST | $821.21万 | 0.53% | 53,963 | -1,173 | -2.1% | -$17.85万 | 减仓 |
| AMZN | AMAZON COM INC | $848.89万 | 0.55% | 35,617 | -16,266 | -31.4% | -$387.68万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $920.23万 | 0.59% | 77,246 | 182 | 0.2% | $2.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $969.13万 | 0.62% | 19,368 | -2,839 | -12.8% | -$142.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,005.14万 | 0.65% | 122,072 | -9,654 | -7.3% | -$79.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,024.25万 | 0.66% | 27,458 | -9,498 | -25.7% | -$354.30万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $1,101.30万 | 0.71% | 208,264 | -4,782 | -2.2% | -$25.29万 | 减仓 |
| WTMF | WISDOMTREE TR | $1,118.30万 | 0.72% | 273,756 | 856 | 0.3% | $3.50万 | 加仓 |
| USRT | ISHARES TR | $1,293.05万 | 0.83% | 194,590 | 15,327 | 8.6% | $101.85万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1,423.39万 | 0.92% | 412,457 | 30,480 | 8.0% | $105.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,429.07万 | 0.92% | 47,145 | 5,066 | 12.0% | $153.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,478.57万 | 0.95% | 73,895 | -51,728 | -41.2% | -$1,035.03万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,482.54万 | 0.96% | 118,831 | 313 | 0.3% | $3.90万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $1,530.91万 | 0.99% | 245,103 | -7,780 | -3.1% | -$48.59万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,535.84万 | 0.99% | 303,646 | 64,034 | 26.7% | $323.88万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,715.53万 | 1.11% | 175,744 | -6,339 | -3.5% | -$61.88万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $1,818.66万 | 1.17% | 368,598 | -10,659 | -2.8% | -$52.59万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,970.57万 | 1.27% | 792,030 | 154,840 | 24.3% | $385.24万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,168.92万 | 1.40% | 540,473 | 25,842 | 5.0% | $103.70万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $2,306.19万 | 1.49% | 87,118 | -2,136 | -2.4% | -$56.54万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $2,413.34万 | 1.56% | 264,853 | -7,930 | -2.9% | -$72.26万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,478.49万 | 1.60% | 34,288 | 230 | 0.7% | $16.63万 | 加仓 |
| IJR | ISHARES TR | $2,908.28万 | 1.88% | 196,095 | 897 | 0.5% | $13.30万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,961.36万 | 1.91% | 502,096 | 38,124 | 8.2% | $224.86万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,456.63万 | 2.23% | 158,612 | -677 | -0.4% | -$14.75万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,998.27万 | 2.58% | 969,277 | 757 | 0.1% | $3.12万 | 加仓 |
| DGRO | ISHARES TR | $4,064.78万 | 2.62% | 536,322 | 5,783 | 1.1% | $43.83万 | 加仓 |
| AAPL | APPLE INC | $4,247.77万 | 2.74% | 146,799 | -52,415 | -26.3% | -$1,516.68万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,357.96万 | 2.81% | 792,213 | -8,272 | -1.0% | -$45.50万 | 减仓 |
| AGG | ISHARES TR | $4,552.48万 | 2.94% | 459,940 | 80,550 | 21.2% | $797.28万 | 加仓 |
| IEFA | ISHARES TR | $5,115.20万 | 3.30% | 529,634 | 33,514 | 6.8% | $323.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,955.16万 | 3.84% | 1,342,461 | -29,716 | -2.2% | -$131.82万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $6,284.24万 | 4.05% | 1,163,317 | 152,731 | 15.1% | $825.05万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,921.93万 | 4.46% | 1,159,646 | 27,675 | 2.4% | $165.19万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $7,401.87万 | 4.77% | 842,270 | 39,072 | 4.9% | $343.36万 | 加仓 |
| IVV | ISHARES TR | $7,914.01万 | 5.10% | 105,677 | 9,485 | 9.9% | $710.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.05亿 | 6.79% | 1,505,769 | 10,258 | 0.7% | $71.70万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.41亿 | 9.12% | 1,726,300 | 35,047 | 2.1% | $287.18万 | 加仓 |