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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $118.45万 | 0.08% | 6,972 | -4,505 | -39.3% | -$76.54万 | 减仓 |
| RTX | RTX CORPORATION | $117.58万 | 0.08% | 6,197 | -1,317 | -17.5% | -$24.99万 | 减仓 |
| WMT | WALMART INC | $117.45万 | 0.08% | 10,370 | -9,350 | -47.4% | -$105.90万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $114.63万 | 0.07% | 44,344 | 8,949 | 25.3% | $23.13万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $114.49万 | 0.07% | 2,192 | 39 | 1.8% | $2.04万 | 加仓 |
| CTAS | CINTAS CORP | $114.39万 | 0.07% | 6,725 | 389 | 6.1% | $6.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $111.07万 | 0.07% | 28,634 | -468 | -1.6% | -$1.82万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $110.73万 | 0.07% | 11,476 | -122 | -1.1% | -$1.18万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $107.53万 | 0.07% | 1,063 | -353 | -24.9% | -$35.71万 | 减仓 |
| CAT | CATERPILLAR INC 看跌期权 | $106.40万 | 0.07% | 1,000 | 1,000 | — | $106.40万 | 新建仓 |
| GE | GE AEROSPACE | $104.55万 | 0.07% | 2,797 | -3,147 | -52.9% | -$117.63万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $102.04万 | 0.07% | 13,447 | -1,363 | -9.2% | -$10.34万 | 减仓 |
| IYC | ISHARES TR | $101.10万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $100.82万 | 0.07% | 3,750 | -2,935 | -43.9% | -$78.91万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $100.30万 | 0.06% | 16,637 | 143 | 0.9% | $8,621 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $100.28万 | 0.06% | 19,965 | -2,219 | -10.0% | -$11.15万 | 减仓 |
| VGT | VANGUARD WORLD FD | $98.70万 | 0.06% | 8,258 | -246 | -2.9% | -$2.94万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $94.58万 | 0.06% | 10,017 | -362 | -3.5% | -$3.42万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $92.53万 | 0.06% | 7,324 | -1,291 | -15.0% | -$16.31万 | 减仓 |
| ETN | EATON CORP PLC | $82.50万 | 0.05% | 1,936 | -555 | -22.3% | -$23.65万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $82.15万 | 0.05% | 1,100 | 1,100 | — | $82.15万 | 新建仓 |
| IJH | ISHARES TR | $80.72万 | 0.05% | 10,469 | 5,610 | 115.5% | $43.26万 | 加仓 |
| ORCL | ORACLE CORP | $80.61万 | 0.05% | 5,500 | -1,420 | -20.5% | -$20.81万 | 减仓 |
| GEV | GE VERNOVA INC | $78.13万 | 0.05% | 665 | -824 | -55.3% | -$96.81万 | 减仓 |
| MELI | MERCADOLIBRE INC | $76.89万 | 0.05% | 453 | -276 | -37.9% | -$46.85万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $76.11万 | 0.05% | 8,179 | 5 | 0.1% | $465 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $75.44万 | 0.05% | 4,271 | 2,245 | 110.8% | $39.65万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $75.43万 | 0.05% | 1,815 | -1,204 | -39.9% | -$50.04万 | 减仓 |
| IHDG | WISDOMTREE TR | $75.25万 | 0.05% | 14,365 | 182 | 1.3% | $9,533 | 加仓 |
| NFLX | NETFLIX INC. | $74.49万 | 0.05% | 10,433 | -12,384 | -54.3% | -$88.42万 | 减仓 |
| SPUS | TIDAL TRUST I | $74.16万 | 0.05% | 12,898 | 12,898 | — | $74.16万 | 新建仓 |
| GLD | SPDR GOLD TR | $73.86万 | 0.05% | 2,005 | 82 | 4.3% | $3.02万 | 加仓 |
| IWM | ISHARES TR | $72.29万 | 0.05% | 2,406 | -1,402 | -36.8% | -$42.13万 | 减仓 |
| ADSK | AUTODESK INC | $72.27万 | 0.05% | 3,717 | -455 | -10.9% | -$8.85万 | 减仓 |
| BIL | SPDR SERIES TRUST | $70.26万 | 0.05% | 7,667 | 67 | 0.9% | $6,140 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $68.87万 | 0.04% | 16,816 | 189 | 1.1% | $7,741 | 加仓 |
| SYK | STRYKER CORPORATION | $68.09万 | 0.04% | 2,163 | -603 | -21.8% | -$18.98万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $67.57万 | 0.04% | 1,316 | -683 | -34.2% | -$35.07万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $67.31万 | 0.04% | 1,355 | -102 | -7.0% | -$5.07万 | 减仓 |
| REET | ISHARES TR | $65.84万 | 0.04% | 23,838 | -1,304 | -5.2% | -$3.60万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $64.68万 | 0.04% | 3,575 | -3,677 | -50.7% | -$66.53万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.17万 | 0.04% | 1,344 | -623 | -31.7% | -$29.75万 | 减仓 |
| IVLU | ISHARES TR | $63.20万 | 0.04% | 15,112 | 884 | 6.2% | $3.70万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $63.00万 | 0.04% | 19,774 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $62.30万 | 0.04% | 3,977 | -2,624 | -39.8% | -$41.10万 | 减仓 |
| KO | COCA COLA CO | $62.21万 | 0.04% | 7,655 | -3,786 | -33.1% | -$30.77万 | 减仓 |
| USB | US BANCORP | $61.54万 | 0.04% | 10,188 | -3,656 | -26.4% | -$22.08万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $61.26万 | 0.04% | 4,622 | 62 | 1.4% | $8,217 | 加仓 |
| CSCO | CISCO SYS INC | $59.52万 | 0.04% | 5,067 | -5,241 | -50.8% | -$61.56万 | 减仓 |
| DIS | DISNEY WALT CO | $58.58万 | 0.04% | 6,086 | -5,474 | -47.4% | -$52.69万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $58.21万 | 0.04% | 1,833 | -44 | -2.3% | -$1.40万 | 减仓 |
| WFC | WELLS FARGO & CO | $57.90万 | 0.04% | 7,006 | -4,772 | -40.5% | -$39.43万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $56.93万 | 0.04% | 6,182 | -1,164 | -15.8% | -$10.72万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $54.56万 | 0.04% | 10,516 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $54.27万 | 0.03% | 5,221 | -2,039 | -28.1% | -$21.20万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $53.89万 | 0.03% | 10,556 | -882 | -7.7% | -$4.50万 | 减仓 |
| KR | KROGER CO | $53.79万 | 0.03% | 9,686 | 2,242 | 30.1% | $12.45万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $53.68万 | 0.03% | 6,879 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $53.43万 | 0.03% | 5,619 | -1,844 | -24.7% | -$17.54万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $53.23万 | 0.03% | 15,990 | 4,120 | 34.7% | $13.72万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $52.76万 | 0.03% | 4,168 | -672 | -13.9% | -$8.51万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $52.21万 | 0.03% | 3,326 | 3,326 | — | $52.21万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $51.77万 | 0.03% | 1,518 | 82 | 5.7% | $2.80万 | 加仓 |
| SNOW | SNOWFLAKE INC | $51.50万 | 0.03% | 2,023 | -2,241 | -52.6% | -$57.05万 | 减仓 |
| QCOM | QUALCOMM INC | $51.28万 | 0.03% | 2,775 | 562 | 25.4% | $10.39万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $50.25万 | 0.03% | 2,713 | 4 | 0.1% | $741 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $49.67万 | 0.03% | 5,167 | -3,401 | -39.7% | -$32.69万 | 减仓 |
| MCD | MCDONALDS CORP | $49.60万 | 0.03% | 1,835 | -878 | -32.4% | -$23.73万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $49.59万 | 0.03% | 10,894 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $49.16万 | 0.03% | 6,378 | -7,841 | -55.1% | -$60.44万 | 减仓 |
| NOW | SERVICENOW INC | $49.01万 | 0.03% | 4,937 | -3,340 | -40.4% | -$33.16万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $48.80万 | 0.03% | 6,515 | 22 | 0.3% | $1,648 | 加仓 |
| ASML | ASML HLDG NV | $48.63万 | 0.03% | 244 | -170 | -41.1% | -$33.88万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $47.65万 | 0.03% | 3,016 | 932 | 44.7% | $14.73万 | 加仓 |
| CB | CHUBB LIMITED | $47.20万 | 0.03% | 1,385 | -1,372 | -49.8% | -$46.75万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.02万 | 0.03% | 4,030 | -5,434 | -57.4% | -$63.41万 | 减仓 |
| CVX | CHEVRON CORPORATION | $46.83万 | 0.03% | 2,825 | -2,034 | -41.9% | -$33.72万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $46.18万 | 0.03% | 35,495 | -1,539 | -4.2% | -$2.00万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $46.18万 | 0.03% | 1,263 | 13 | 1.0% | $4,753 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $46.15万 | 0.03% | 4,808 | -859 | -15.2% | -$8.24万 | 减仓 |
| IAU | ISHARES GOLD TR | $45.80万 | 0.03% | 6,066 | 1,566 | 34.8% | $11.82万 | 加仓 |
| IYG | ISHARES TR | $45.40万 | 0.03% | 5,018 | 208 | 4.3% | $1.88万 | 加仓 |
| MGV | VANGUARD WORLD FD | $44.80万 | 0.03% | 2,741 | 2,741 | — | $44.80万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $44.14万 | 0.03% | 5,825 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $44.13万 | 0.03% | 3,160 | -16,376 | -83.8% | -$228.69万 | 减仓 |
| NEM | NEWMONT CORP | $42.54万 | 0.03% | 4,555 | -4,204 | -48.0% | -$39.26万 | 减仓 |
| MRK | MERCK & CO INC | $42.33万 | 0.03% | 3,294 | -8,562 | -72.2% | -$110.03万 | 减仓 |
| NOBL | PROSHARES TR | $41.67万 | 0.03% | 7,419 | -1 | -0.0% | -$56 | 减仓 |
| IYR | ISHARES TR | $41.61万 | 0.03% | 4,069 | 4,069 | — | $41.61万 | 新建仓 |
| SBUX | STARBUCKS CORP | $40.50万 | 0.03% | 3,964 | -1,826 | -31.5% | -$18.66万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $40.33万 | 0.03% | 4,371 | -2,996 | -40.7% | -$27.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $40.20万 | 0.03% | 9,495 | -1,753 | -15.6% | -$7.42万 | 减仓 |
| VHT | VANGUARD WORLD FD | $40.19万 | 0.03% | 1,344 | 1 | 0.1% | $299 | 加仓 |
| TTE | TOTALENERGIES SE | $39.60万 | 0.03% | 5,092 | -1,447 | -22.1% | -$11.25万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $39.56万 | 0.03% | 7,449 | -1,210 | -14.0% | -$6.43万 | 减仓 |
| GNW | GENWORTH FINL INC | $39.26万 | 0.03% | 41,458 | -534 | -1.3% | -$5,057 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.06万 | 0.03% | 11,544 | 665 | 6.1% | $2.25万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $38.47万 | 0.02% | 5,331 | -1,312 | -19.8% | -$9.47万 | 减仓 |
| PFE | PFIZER INC | $38.14万 | 0.02% | 15,837 | -4,351 | -21.6% | -$10.48万 | 减仓 |
| OEF | ISHARES TR | $38.13万 | 0.02% | 1,042 | 1,042 | — | $38.13万 | 新建仓 |