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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $129.98万 | 0.09% | 1,489 | 128 | 9.4% | $11.17万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $127.79万 | 0.09% | 16,573 | -1,190 | -6.7% | -$9.18万 | 减仓 |
| MELI | MERCADOLIBRE INC | $126.05万 | 0.08% | 729 | 294 | 67.6% | $50.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $125.54万 | 0.08% | 3,716 | 464 | 14.3% | $15.68万 | 加仓 |
| CRM | SALESFORCE INC | $123.23万 | 0.08% | 6,601 | 970 | 17.2% | $18.11万 | 加仓 |
| FIX | COMFORT SYS USA INC | $122.32万 | 0.08% | 887 | -120 | -11.9% | -$16.55万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $120.15万 | 0.08% | 4,442 | -7 | -0.2% | -$1,893 | 减仓 |
| PEP | PEPSICO INC | $120.11万 | 0.08% | 7,734 | -1,303 | -14.4% | -$20.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $120.06万 | 0.08% | 8,615 | -784 | -8.3% | -$10.93万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $119.91万 | 0.08% | 7,252 | 570 | 8.5% | $9.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $119.82万 | 0.08% | 1,416 | 26 | 1.9% | $2.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $118.33万 | 0.08% | 4,882 | -159 | -3.2% | -$3.85万 | 减仓 |
| AMAT | APPLIED MATLS INC | $113.49万 | 0.08% | 3,320 | 380 | 12.9% | $12.99万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $112.36万 | 0.08% | 45,400 | -3,240 | -6.7% | -$8.02万 | 减仓 |
| DIS | DISNEY WALT CO | $111.41万 | 0.07% | 11,560 | -749 | -6.1% | -$7.22万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $110.81万 | 0.07% | 22,184 | -6,916 | -23.8% | -$34.55万 | 减仓 |
| BX | BLACKSTONE INC | $109.14万 | 0.07% | 9,491 | -612 | -6.1% | -$7.04万 | 减仓 |
| CTAS | CINTAS CORP | $107.17万 | 0.07% | 6,336 | 6,336 | — | $107.17万 | 新建仓 |
| GM | GENERAL MTRS CO | $105.94万 | 0.07% | 14,219 | 690 | 5.1% | $5.14万 | 加仓 |
| FDX | FEDEX CORP | $105.58万 | 0.07% | 2,964 | 168 | 6.0% | $5.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $101.97万 | 0.07% | 29,102 | -1,023 | -3.4% | -$3.58万 | 减仓 |
| ORCL | ORACLE CORP | $101.79万 | 0.07% | 6,920 | 216 | 3.2% | $3.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $101.67万 | 0.07% | 4,998 | 1,768 | 54.7% | $35.96万 | 加仓 |
| CVX | CHEVRON CORPORATION | $100.54万 | 0.07% | 4,859 | 676 | 16.2% | $13.99万 | 加仓 |
| PCG | PG&E CORP | $100.36万 | 0.07% | 57,122 | 6,686 | 13.3% | $11.75万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $99.92万 | 0.07% | 1,999 | -9 | -0.4% | -$4,498 | 减仓 |
| ADSK | AUTODESK INC | $99.88万 | 0.07% | 4,172 | 2,759 | 195.3% | $66.05万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $99.69万 | 0.07% | 2,153 | 122 | 6.0% | $5.65万 | 加仓 |
| IYC | ISHARES TR | $96.92万 | 0.06% | 10,000 | 10,000 | — | $96.92万 | 新建仓 |
| COP | CONOCOPHILLIPS | $95.83万 | 0.06% | 7,260 | -9 | -0.1% | -$1,188 | 减仓 |
| — | HONEYWELL INTL INC | $95.14万 | 0.06% | 4,209 | 1,011 | 31.6% | $22.85万 | 加仓 |
| NEM | NEWMONT CORP | $94.82万 | 0.06% | 8,759 | 46 | 0.5% | $4,980 | 加仓 |
| WFC | WELLS FARGO & CO | $93.77万 | 0.06% | 11,778 | 713 | 6.4% | $5.68万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $93.46万 | 0.06% | 11,598 | -201 | -1.7% | -$1.62万 | 减仓 |
| SYK | STRYKER CORPORATION | $90.89万 | 0.06% | 2,766 | 299 | 12.1% | $9.82万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $90.45万 | 0.06% | 16,494 | 82 | 0.5% | $4,497 | 加仓 |
| CB | CHUBB LTD SWITZ | $89.85万 | 0.06% | 2,757 | -214 | -7.2% | -$6.97万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $89.62万 | 0.06% | 35,395 | 2,353 | 7.1% | $5.96万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $89.51万 | 0.06% | 14,810 | 6 | 0.0% | $363 | 加仓 |
| ETN | EATON CORP PLC | $89.10万 | 0.06% | 2,491 | 149 | 6.4% | $5.33万 | 加仓 |
| DDOG | DATADOG INC | $88.22万 | 0.06% | 7,473 | 2,563 | 52.2% | $30.26万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $87.87万 | 0.06% | 10,379 | 1,119 | 12.1% | $9.47万 | 加仓 |
| KO | COCA COLA CO | $87.01万 | 0.06% | 11,441 | 871 | 8.2% | $6.62万 | 加仓 |
| NOW | SERVICENOW INC | $86.54万 | 0.06% | 8,277 | 4,326 | 109.5% | $45.23万 | 加仓 |
| INTC | INTEL CORP | $86.21万 | 0.06% | 19,536 | -6,596 | -25.2% | -$29.11万 | 减仓 |
| TPR | TAPESTRY INC | $85.60万 | 0.06% | 6,066 | -265 | -4.2% | -$3.74万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $84.63万 | 0.06% | 1,619 | 838 | 107.3% | $43.80万 | 加仓 |
| MCD | MCDONALDS CORP | $84.31万 | 0.06% | 2,713 | -52 | -1.9% | -$1.62万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $83.67万 | 0.06% | 8,149 | -17 | -0.2% | -$1,746 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $83.27万 | 0.06% | 197 | 18 | 10.1% | $7.61万 | 加仓 |
| GLD | SPDR GOLD TR | $82.74万 | 0.06% | 1,923 | 624 | 48.0% | $26.85万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $82.22万 | 0.05% | 3,951 | -365 | -8.5% | -$7.60万 | 减仓 |
| T | AT&T INC | $81.91万 | 0.05% | 28,256 | 2,747 | 10.8% | $7.96万 | 加仓 |
| C | CITIGROUP INC | $81.83万 | 0.05% | 7,216 | 586 | 8.8% | $6.65万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $81.68万 | 0.05% | 3,019 | -934 | -23.6% | -$25.27万 | 减仓 |
| CSCO | CISCO SYS INC | $79.98万 | 0.05% | 10,308 | 931 | 9.9% | $7.22万 | 加仓 |
| — | TIDAL TRUST I | $76.73万 | 0.05% | 42,867 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $74.18万 | 0.05% | 1,063 | 79 | 8.0% | $5.51万 | 加仓 |
| ABNB | AIRBNB INC | $73.91万 | 0.05% | 5,853 | 515 | 9.6% | $6.50万 | 加仓 |
| MCK | MCKESSON CORP | $73.72万 | 0.05% | 851 | -183 | -17.7% | -$15.85万 | 减仓 |
| NLR | VANECK ETF TRUST | $73.69万 | 0.05% | 5,533 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $72.79万 | 0.05% | 19,774 | -546 | -2.7% | -$2.01万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $72.42万 | 0.05% | 2,890 | 255 | 9.7% | $6.39万 | 加仓 |
| USB | US BANCORP | $72.00万 | 0.05% | 13,844 | -599 | -4.1% | -$3.12万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $71.10万 | 0.05% | 5,667 | 218 | 4.0% | $2.74万 | 加仓 |
| BIL | SPDR SERIES TRUST | $69.65万 | 0.05% | 7,600 | 7,600 | — | $69.65万 | 新建仓 |
| EIX | EDISON INTL | $69.43万 | 0.05% | 9,488 | 979 | 11.5% | $7.16万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $69.23万 | 0.05% | 7,367 | 501 | 7.3% | $4.71万 | 加仓 |
| TJX | TJX COS INC NEW | $69.14万 | 0.05% | 4,329 | 586 | 15.7% | $9.36万 | 加仓 |
| IHDG | WISDOMTREE TR | $68.29万 | 0.05% | 14,183 | -151 | -1.1% | -$7,271 | 减仓 |
| APH | AMPHENOL CORP | $68.22万 | 0.05% | 5,399 | -6 | -0.1% | -$758 | 减仓 |
| ILMN | ILLUMINA INC | $67.95万 | 0.05% | 5,513 | 173 | 3.2% | $2.13万 | 加仓 |
| CME | CME GROUP INC | $67.94万 | 0.05% | 2,300 | -6 | -0.3% | -$1,772 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $67.81万 | 0.05% | 7,346 | 523 | 7.7% | $4.83万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $67.52万 | 0.05% | 11,438 | -2,722 | -19.2% | -$16.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $66.49万 | 0.04% | 1,967 | -504 | -20.4% | -$17.04万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $65.64万 | 0.04% | 16,627 | 116 | 0.7% | $4,580 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $65.05万 | 0.04% | 1,457 | 807 | 124.2% | $36.03万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $64.61万 | 0.04% | 4,934 | 759 | 18.2% | $9.94万 | 加仓 |
| CIEN | CIENA CORP | $64.60万 | 0.04% | 1,664 | -207 | -11.1% | -$8.04万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $64.42万 | 0.04% | 20,126 | -2,463 | -10.9% | -$7.88万 | 减仓 |
| SNOW | SNOWFLAKE INC | $64.31万 | 0.04% | 4,264 | 1,362 | 46.9% | $20.54万 | 加仓 |
| TGT | TARGET CORP | $63.53万 | 0.04% | 5,241 | -397 | -7.0% | -$4.81万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $63.37万 | 0.04% | 4,840 | -50 | -1.0% | -$6,547 | 减仓 |
| REET | ISHARES TR | $63.23万 | 0.04% | 25,142 | -4,052 | -13.9% | -$10.19万 | 减仓 |
| FTI | TECHNIPFMC PLC | $62.92万 | 0.04% | 9,101 | 583 | 6.8% | $4.03万 | 加仓 |
| SPGI | S&P GLOBAL INC | $62.85万 | 0.04% | 1,478 | 945 | 177.3% | $40.19万 | 加仓 |
| LOW | LOWES COS INC | $62.35万 | 0.04% | 2,639 | 179 | 7.3% | $4.23万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $62.08万 | 0.04% | 8,568 | 4,397 | 105.4% | $31.86万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $61.67万 | 0.04% | 4,560 | -276 | -5.7% | -$3.73万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $61.56万 | 0.04% | 7,463 | 286 | 4.0% | $2.36万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $61.51万 | 0.04% | 37,034 | -220 | -0.6% | -$3,654 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $60.65万 | 0.04% | 785 | 114 | 17.0% | $8.81万 | 加仓 |
| SNDK | SANDISK CORP | $60.48万 | 0.04% | 952 | -14 | -1.4% | -$8,895 | 减仓 |
| TTE | TOTALENERGIES SE | $59.49万 | 0.04% | 6,539 | 1,049 | 19.1% | $9.54万 | 加仓 |
| MO | ALTRIA GROUP INC | $59.40万 | 0.04% | 9,002 | 998 | 12.5% | $6.59万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $59.32万 | 0.04% | 2,034 | 247 | 13.8% | $7.20万 | 加仓 |
| MMM | 3M CO | $58.26万 | 0.04% | 4,011 | -47 | -1.2% | -$6,826 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $58.25万 | 0.04% | 2,749 | 277 | 11.2% | $5.87万 | 加仓 |