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 |
|---|---|---|---|---|---|---|---|---|
| FXO | FIRST TR EXCHANGE-TRADED FD | $1,420.95万 | 0.95% | 252,883 | -842 | -0.3% | -$4.73万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,578.32万 | 1.06% | 637,190 | 64,489 | 11.3% | $159.74万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,777.58万 | 1.19% | 182,083 | 2,345 | 1.3% | $22.89万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $1,880.73万 | 1.26% | 379,257 | 5,750 | 1.5% | $28.51万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,029.71万 | 1.36% | 514,631 | 27,582 | 5.7% | $108.78万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $2,088.81万 | 1.40% | 89,254 | 754 | 0.9% | $17.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,190.86万 | 1.46% | 125,623 | 24,198 | 23.9% | $422.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,214.90万 | 1.48% | 34,058 | 749 | 2.2% | $48.71万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $2,226.73万 | 1.49% | 272,783 | -515 | -0.2% | -$4.20万 | 减仓 |
| IJR | ISHARES TR | $2,426.50万 | 1.62% | 195,198 | 5,285 | 2.8% | $65.70万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,762.96万 | 1.85% | 463,972 | 66,537 | 16.7% | $396.23万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,125.25万 | 2.09% | 159,289 | 10,772 | 7.3% | $211.35万 | 加仓 |
| DGRO | ISHARES TR | $3,723.33万 | 2.49% | 530,539 | 29,863 | 6.0% | $209.58万 | 加仓 |
| AGG | ISHARES TR | $3,766.20万 | 2.52% | 379,390 | 38,137 | 11.2% | $378.59万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,773.36万 | 2.52% | 968,520 | 77,592 | 8.7% | $302.30万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,879.15万 | 2.59% | 800,485 | 3,106 | 0.4% | $15.05万 | 加仓 |
| IEFA | ISHARES TR | $4,491.37万 | 3.00% | 496,120 | 16,611 | 3.5% | $150.38万 | 加仓 |
| AAPL | APPLE INC | $5,055.86万 | 3.38% | 199,214 | 19,960 | 11.1% | $506.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,332.28万 | 3.57% | 1,372,177 | -103,813 | -7.0% | -$403.42万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $5,333.87万 | 3.57% | 1,010,586 | 346,617 | 52.2% | $1,829.44万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,118.30万 | 4.09% | 1,131,971 | 95,547 | 9.2% | $516.43万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6,147.68万 | 4.11% | 803,198 | 55,051 | 7.4% | $421.36万 | 加仓 |
| IVV | ISHARES TR | $6,283.34万 | 4.20% | 96,192 | 2,002 | 2.1% | $130.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,339.46万 | 6.24% | 1,495,511 | 37,651 | 2.6% | $235.13万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.20亿 | 8.02% | 1,691,253 | 208,107 | 14.0% | $1,475.69万 | 加仓 |