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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $57.93万 | 0.04% | 2,177 | 118 | 5.7% | $3.14万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $57.48万 | 0.04% | 10,894 | 0 | 0.0% | — | 不变 |
| JSML | JANUS DETROIT STR TR | $57.24万 | 0.04% | 8,174 | 13 | 0.2% | $910 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $57.02万 | 0.04% | 12,608 | 248 | 2.0% | $1.12万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $56.90万 | 0.04% | 9,681 | -177 | -1.8% | -$1.04万 | 减仓 |
| PFE | PFIZER INC | $56.69万 | 0.04% | 20,188 | -3,317 | -14.1% | -$9.31万 | 减仓 |
| CNC | CENTENE CORP DEL | $56.55万 | 0.04% | 17,273 | -4,226 | -19.7% | -$13.84万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.47万 | 0.04% | 11,248 | 482 | 4.5% | $2.42万 | 加仓 |
| IVLU | ISHARES TR | $56.46万 | 0.04% | 14,228 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $55.69万 | 0.04% | 10,516 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $54.92万 | 0.04% | 4,626 | 441 | 10.5% | $5.24万 | 加仓 |
| ASML | ASML HLDG NV | $54.66万 | 0.04% | 414 | 52 | 14.4% | $6.87万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $53.90万 | 0.04% | 3,107 | 1,801 | 137.9% | $31.24万 | 加仓 |
| KR | KROGER CO | $53.86万 | 0.04% | 7,444 | -1,458 | -16.4% | -$10.55万 | 减仓 |
| RL | RALPH LAUREN CORP | $53.39万 | 0.04% | 1,552 | 129 | 9.1% | $4.44万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $53.05万 | 0.04% | 8,659 | 4,088 | 89.4% | $25.04万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $52.83万 | 0.04% | 1,539 | 52 | 3.5% | $1.79万 | 加仓 |
| SBUX | STARBUCKS CORP | $51.88万 | 0.03% | 5,790 | 785 | 15.7% | $7.03万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $51.65万 | 0.03% | 1,877 | 109 | 6.2% | $3.00万 | 加仓 |
| LIN | LINDE PLC | $51.30万 | 0.03% | 1,035 | 408 | 65.1% | $20.22万 | 重新持有 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $49.46万 | 0.03% | 14,249 | -133 | -0.9% | -$4,616 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $49.35万 | 0.03% | 6,139 | -3,020 | -33.0% | -$24.28万 | 减仓 |
| INCY | INCYTE CORP | $48.74万 | 0.03% | 5,179 | -13 | -0.3% | -$1,224 | 减仓 |
| VRSN | VERISIGN INC | $48.60万 | 0.03% | 1,957 | -776 | -28.4% | -$19.27万 | 减仓 |
| CI | THE CIGNA GROUP | $48.60万 | 0.03% | 1,822 | -46 | -2.5% | -$1.23万 | 减仓 |
| FTNT | FORTINET INC | $48.51万 | 0.03% | 5,936 | 1,751 | 41.8% | $14.31万 | 加仓 |
| ADI | ANALOG DEVICES INC | $48.44万 | 0.03% | 1,523 | 158 | 11.6% | $5.03万 | 加仓 |
| XEL | XCEL ENERGY INC | $47.80万 | 0.03% | 6,017 | 289 | 5.0% | $2.30万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $47.79万 | 0.03% | 6,643 | 638 | 10.6% | $4.59万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $47.65万 | 0.03% | 5,131 | 452 | 9.7% | $4.20万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $47.49万 | 0.03% | 6,493 | -101 | -1.5% | -$7,387 | 减仓 |
| MS | MORGAN STANLEY | $46.74万 | 0.03% | 2,840 | 189 | 7.1% | $3.11万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $45.93万 | 0.03% | 6,879 | 29 | 0.4% | $1,936 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $45.60万 | 0.03% | 11,870 | 6,508 | 121.4% | $25.00万 | 加仓 |
| TOL | TOLL BROTHERS INC | $44.84万 | 0.03% | 3,286 | 333 | 11.3% | $4.54万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $44.66万 | 0.03% | 1,476 | 65 | 4.6% | $1.97万 | 加仓 |
| TXT | TEXTRON INC | $44.27万 | 0.03% | 5,056 | 697 | 16.0% | $6.10万 | 加仓 |
| PSX | PHILLIPS 66 | $43.91万 | 0.03% | 2,410 | -951 | -28.3% | -$17.33万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $43.88万 | 0.03% | 5,958 | 1,900 | 46.8% | $13.99万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $43.81万 | 0.03% | 2,709 | 72 | 2.7% | $1.16万 | 加仓 |
| NET | CLOUDFLARE INC | $43.72万 | 0.03% | 2,119 | 60 | 2.9% | $1.24万 | 加仓 |
| KLAC | KLA CORP | $43.29万 | 0.03% | 294 | 7 | 2.4% | $1.03万 | 加仓 |
| CMI | CUMMINS INC | $43.12万 | 0.03% | 801 | 111 | 16.1% | $5.97万 | 加仓 |
| VST | VISTRA CORP | $43.07万 | 0.03% | 2,865 | 53 | 1.9% | $7,968 | 加仓 |
| NTRA | NATERA INC | $42.94万 | 0.03% | 2,147 | -235 | -9.9% | -$4.70万 | 减仓 |
| SLB | SLB LIMITED | $42.09万 | 0.03% | 8,191 | -59 | -0.7% | -$3,032 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $41.97万 | 0.03% | 4,266 | -752 | -15.0% | -$7.40万 | 减仓 |
| DHR | DANAHER CORP DEL | $41.88万 | 0.03% | 2,209 | 238 | 12.1% | $4.51万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $40.75万 | 0.03% | 3,093 | 457 | 17.3% | $6.02万 | 加仓 |
| IWM | ISHARES TR | $40.70万 | 0.03% | 3,808 | 707 | 22.8% | $7.56万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $40.61万 | 0.03% | 5,825 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $39.93万 | 0.03% | 1,729 | -760 | -30.5% | -$17.55万 | 减仓 |
| IYG | ISHARES TR | $39.85万 | 0.03% | 4,810 | -322 | -6.3% | -$2.67万 | 减仓 |
| IGV | ISHARES TR | $39.68万 | 0.03% | 4,957 | 4,957 | — | $39.68万 | 新建仓 |
| IAU | ISHARES GOLD TR | $39.67万 | 0.03% | 4,500 | -1,266 | -22.0% | -$11.16万 | 减仓 |
| BA | BOEING CO | $39.60万 | 0.03% | 1,990 | 810 | 68.6% | $16.12万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $39.55万 | 0.03% | 949 | 30 | 3.3% | $1.25万 | 加仓 |
| NOBL | PROSHARES TR | $39.33万 | 0.03% | 3,710 | 1,380 | 59.2% | $14.63万 | 重新持有 |
| B | BARRICK MNG CORP | $39.13万 | 0.03% | 9,592 | 53 | 0.6% | $2,162 | 加仓 |
| DAL | DELTA AIR LINES INC | $38.79万 | 0.03% | 5,835 | -279 | -4.6% | -$1.85万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $38.21万 | 0.03% | 3,352 | 482 | 16.8% | $5.49万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $38.14万 | 0.03% | 2,091 | -502 | -19.4% | -$9.16万 | 减仓 |
| INTU | INTUIT | $38.02万 | 0.03% | 879 | 185 | 26.7% | $8.00万 | 加仓 |
| CHWY | CHEWY INC | $37.99万 | 0.03% | 14,072 | 4,976 | 54.7% | $13.44万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $37.96万 | 0.03% | 823 | 27 | 3.4% | $1.25万 | 加仓 |
| RY | ROYAL BK CDA | $37.86万 | 0.03% | 2,340 | -3 | -0.1% | -$485 | 减仓 |
| VBK | VANGUARD INDEX FDS | $37.77万 | 0.03% | 1,250 | -40 | -3.1% | -$1.21万 | 减仓 |
| TRMB | TRIMBLE INC | $37.63万 | 0.03% | 5,769 | -150 | -2.5% | -$9,785 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $37.61万 | 0.03% | 3,170 | 416 | 15.1% | $4.94万 | 加仓 |
| FIVE | FIVE BELOW INC | $37.52万 | 0.03% | 1,642 | 370 | 29.1% | $8.45万 | 加仓 |
| WM | WASTE MGMT INC DEL | $37.43万 | 0.03% | 1,629 | 214 | 15.1% | $4.92万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $37.24万 | 0.02% | 1,833 | 432 | 30.8% | $8.78万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $37.24万 | 0.02% | 616 | 616 | — | $37.24万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $36.58万 | 0.02% | 1,343 | 311 | 30.1% | $8.47万 | 加仓 |
| TSN | TYSON FOODS INC | $36.46万 | 0.02% | 5,690 | 1,161 | 25.6% | $7.44万 | 加仓 |
| TMUS | T-MOBILE US INC | $36.35万 | 0.02% | 1,731 | 627 | 56.8% | $13.17万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $36.24万 | 0.02% | 925 | 13 | 1.4% | $5,093 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $36.12万 | 0.02% | 10,773 | 1,241 | 13.0% | $4.16万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $36.02万 | 0.02% | 16,630 | 892 | 5.7% | $1.93万 | 加仓 |
| ROST | ROSS STORES INC | $35.90万 | 0.02% | 1,657 | 337 | 25.5% | $7.30万 | 加仓 |
| DASH | DOORDASH INC | $35.73万 | 0.02% | 2,380 | 535 | 29.0% | $8.03万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $35.73万 | 0.02% | 1,983 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $35.66万 | 0.02% | 1,096 | 1,096 | — | $35.66万 | 新建仓 |
| MDB | MONGODB INC | $35.55万 | 0.02% | 1,452 | 189 | 15.0% | $4.63万 | 加仓 |
| RGLD | ROYAL GOLD INC | $35.45万 | 0.02% | 1,393 | -462 | -24.9% | -$11.76万 | 减仓 |
| CVS | CVS HEALTH CORP | $35.04万 | 0.02% | 4,878 | 171 | 3.6% | $1.23万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $34.92万 | 0.02% | 4,963 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $34.89万 | 0.02% | 2,284 | 311 | 15.8% | $4.75万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $34.78万 | 0.02% | 3,572 | -55 | -1.5% | -$5,355 | 减仓 |
| SAN | BANCO SANTANDER SA | $34.50万 | 0.02% | 30,589 | 2,127 | 7.5% | $2.40万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $34.43万 | 0.02% | 2,098 | -99 | -4.5% | -$1.62万 | 减仓 |
| ADBE | ADOBE INC | $34.31万 | 0.02% | 1,412 | -503 | -26.3% | -$12.22万 | 减仓 |
| ENB | ENBRIDGE INC | $34.21万 | 0.02% | 6,320 | 70 | 1.1% | $3,790 | 加仓 |
| GNW | GENWORTH FINL INC | $34.10万 | 0.02% | 41,992 | -712 | -1.7% | -$5,781 | 减仓 |
| MDT | MEDTRONIC PLC | $34.06万 | 0.02% | 3,931 | -2,263 | -36.5% | -$19.61万 | 减仓 |
| DOX | AMDOCS LTD | $33.75万 | 0.02% | 5,172 | 5,172 | — | $33.75万 | 新建仓 |
| SHEL | SHELL PLC | $33.62万 | 0.02% | 3,615 | 349 | 10.7% | $3.25万 | 加仓 |
| WAB | WABTEC | $33.58万 | 0.02% | 1,344 | 65 | 5.1% | $1.62万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $33.58万 | 0.02% | 5,351 | 2,538 | 90.2% | $15.93万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $33.56万 | 0.02% | 2,026 | 0 | 0.0% | — | 不变 |