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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INC | $37.03万 | 0.02% | 821 | -798 | -49.3% | -$35.99万 | 减仓 |
| ECL | ECOLAB INC | $36.96万 | 0.02% | 1,327 | -850 | -39.0% | -$23.68万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $36.83万 | 0.02% | 4,160 | 302 | 7.8% | $2.67万 | 加仓 |
| VST | VISTRA CORP | $36.70万 | 0.02% | 2,313 | -552 | -19.3% | -$8.76万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $36.58万 | 0.02% | 2,141 | 2,141 | — | $36.58万 | 新建仓 |
| C | CITIGROUP INC | $36.58万 | 0.02% | 2,614 | -4,602 | -63.8% | -$64.40万 | 减仓 |
| MS | MORGAN STANLEY | $36.44万 | 0.02% | 1,743 | -1,097 | -38.6% | -$22.94万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $36.28万 | 0.02% | 12,106 | -2,143 | -15.0% | -$6.42万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $36.24万 | 0.02% | 3,646 | 3,646 | — | $36.24万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $36.23万 | 0.02% | 1,216 | 1,216 | — | $36.23万 | 新建仓 |
| BA | BOEING CO | $35.91万 | 0.02% | 1,659 | -331 | -16.6% | -$7.16万 | 减仓 |
| RY | ROYAL BK CDA | $35.30万 | 0.02% | 1,705 | -635 | -27.1% | -$13.15万 | 减仓 |
| XYZ | BLOCK INC | $35.21万 | 0.02% | 4,633 | 701 | 17.8% | $5.33万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $33.96万 | 0.02% | 1,004 | -472 | -32.0% | -$15.97万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $33.93万 | 0.02% | 1,890 | -93 | -4.7% | -$1.67万 | 减仓 |
| APH | AMPHENOL CORP | $33.75万 | 0.02% | 1,914 | -3,485 | -64.5% | -$61.45万 | 减仓 |
| MCK | MCKESSON CORP | $33.48万 | 0.02% | 443 | -408 | -47.9% | -$30.84万 | 减仓 |
| DE | DEERE & CO | $33.34万 | 0.02% | 526 | 148 | 39.2% | $9.38万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $32.94万 | 0.02% | 929 | 929 | — | $32.94万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $32.72万 | 0.02% | 991 | -1,043 | -51.3% | -$34.44万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $32.25万 | 0.02% | 3,536 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TR EXCH TRADED FD III | $32.20万 | 0.02% | 4,363 | -600 | -12.1% | -$4.43万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $32.09万 | 0.02% | 5,776 | -475 | -7.6% | -$2.64万 | 减仓 |
| ALL | ALLSTATE CORP | $32.06万 | 0.02% | 1,347 | -260 | -16.2% | -$6.19万 | 减仓 |
| NET | CLOUDFLARE INC | $31.98万 | 0.02% | 1,304 | -815 | -38.5% | -$19.99万 | 减仓 |
| VIS | VANGUARD WORLD FD | $30.99万 | 0.02% | 860 | 2 | 0.2% | $721 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.90万 | 0.02% | 1,255 | -2,696 | -68.2% | -$66.38万 | 减仓 |
| MMM | 3M CO | $30.40万 | 0.02% | 1,878 | -2,133 | -53.2% | -$34.53万 | 减仓 |
| B | BARRICK MNG CORP | $29.98万 | 0.02% | 8,161 | -1,431 | -14.9% | -$5.26万 | 减仓 |
| IWV | ISHARES TR | $29.76万 | 0.02% | 698 | 125 | 21.8% | $5.33万 | 加仓 |
| EFA | ISHARES TR | $28.89万 | 0.02% | 2,781 | 283 | 11.3% | $2.94万 | 加仓 |
| HON | HONEYWELL INTL INC | $28.68万 | 0.02% | 1,281 | -2,928 | -69.6% | -$65.56万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.52万 | 0.02% | 1,290 | 1,290 | — | $28.52万 | 新建仓 |
| KLAC | KLA CORP | $28.48万 | 0.02% | 944 | -1,996 | -67.9% | -$60.22万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $28.33万 | 0.02% | 1,590 | -3,335 | -67.7% | -$59.43万 | 减仓 |
| TGT | TARGET CORP | $28.24万 | 0.02% | 2,162 | -3,079 | -58.7% | -$40.22万 | 减仓 |
| PGR | PROGRESSIVE CORP | $27.75万 | 0.02% | 1,270 | 40 | 3.3% | $8,739 | 加仓 |
| IWS | ISHARES TR | $27.52万 | 0.02% | 1,672 | 172 | 11.5% | $2.83万 | 加仓 |
| CI | THE CIGNA GROUP | $27.24万 | 0.02% | 988 | -834 | -45.8% | -$23.00万 | 减仓 |
| SAN | BANCO SANTANDER SA | $26.96万 | 0.02% | 19,535 | -11,054 | -36.1% | -$15.25万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $26.90万 | 0.02% | 1,841 | -3,093 | -62.7% | -$45.20万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $26.89万 | 0.02% | 7,909 | -12,217 | -60.7% | -$41.54万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $26.87万 | 0.02% | 1,451 | -434 | -23.0% | -$8.04万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $26.83万 | 0.02% | 3,057 | -2,074 | -40.4% | -$18.21万 | 减仓 |
| SNDK | SANDISK CORP | $26.77万 | 0.02% | 118 | -834 | -87.6% | -$189.18万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $26.72万 | 0.02% | 4,619 | 1,009 | 28.0% | $5.84万 | 加仓 |
| PFF | ISHARES TR | $26.56万 | 0.02% | 8,710 | 0 | 0.0% | — | 重新持有 |
| UNP | UNION PAC CORP | $26.40万 | 0.02% | 971 | 89 | 10.1% | $2.42万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $26.26万 | 0.02% | 10,477 | -6,153 | -37.0% | -$15.42万 | 减仓 |
| ENB | ENBRIDGE INC | $26.06万 | 0.02% | 4,807 | -1,513 | -23.9% | -$8.20万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.01万 | 0.02% | 4,515 | -18,261 | -80.2% | -$105.21万 | 减仓 |
| IJT | ISHARES TR | $25.95万 | 0.02% | 1,453 | -330 | -18.5% | -$5.89万 | 重新持有 |
| — | LISTED FDS TR | $25.75万 | 0.02% | 6,522 | 6,522 | — | $25.75万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $25.73万 | 0.02% | 8,880 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.17万 | 0.02% | 485 | -550 | -53.1% | -$28.55万 | 减仓 |
| LOW | LOWES COS INC | $25.05万 | 0.02% | 1,136 | -1,503 | -57.0% | -$33.15万 | 减仓 |
| SLB | SLB LIMITED | $24.93万 | 0.02% | 5,362 | -2,829 | -34.5% | -$13.15万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $24.59万 | 0.02% | 570 | -1,528 | -72.8% | -$65.93万 | 减仓 |
| OKTA | OKTA INC | $24.51万 | 0.02% | 1,796 | 1,796 | — | $24.51万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $24.43万 | 0.02% | 1,288 | -396 | -23.5% | -$7.51万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $24.38万 | 0.02% | 5,233 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $24.35万 | 0.02% | 1,608 | -2,721 | -62.9% | -$41.21万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.24万 | 0.02% | 2,932 | -5 | -0.2% | -$413 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $24.23万 | 0.02% | 493 | -456 | -48.1% | -$22.41万 | 减仓 |
| NVS | NOVARTIS AG | $24.08万 | 0.02% | 1,536 | -748 | -32.7% | -$11.73万 | 减仓 |
| MUB | ISHARES TR | $23.97万 | 0.02% | 2,227 | 2,227 | — | $23.97万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $23.91万 | 0.02% | 6,870 | -32 | -0.5% | -$1,114 | 减仓 |
| VOT | VANGUARD INDEX FDS | $23.74万 | 0.02% | 775 | -11 | -1.4% | -$3,370 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.65万 | 0.02% | 1,056 | -777 | -42.4% | -$17.41万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.49万 | 0.02% | 7,407 | -7,436 | -50.1% | -$23.58万 | 重新持有 |
| DFLV | DIMENSIONAL ETF TRUST | $23.39万 | 0.02% | 5,915 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $23.16万 | 0.01% | 2,420 | -578 | -19.3% | -$5.53万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $22.90万 | 0.01% | 3,120 | -2,838 | -47.6% | -$20.83万 | 减仓 |
| BE | BLOOM ENERGY CORP | $22.85万 | 0.01% | 755 | 755 | — | $22.85万 | 新建仓 |
| FER | FERROVIAL NV | $22.76万 | 0.01% | 3,317 | -1,348 | -28.9% | -$9.25万 | 减仓 |
| COPX | GLOBAL X FDS | $22.51万 | 0.01% | 2,925 | 2,925 | — | $22.51万 | 新建仓 |
| WELL | WELLTOWER INC | $22.51万 | 0.01% | 992 | -310 | -23.8% | -$7.03万 | 减仓 |
| NU | NU HLDGS LTD | $22.43万 | 0.01% | 16,791 | -5,501 | -24.7% | -$7.35万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.19万 | 0.01% | 443 | -119 | -21.2% | -$5.96万 | 减仓 |
| D | DOMINION ENERGY INC | $22.10万 | 0.01% | 3,237 | -1,180 | -26.7% | -$8.06万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $21.84万 | 0.01% | 900 | -101 | -10.1% | -$2.45万 | 减仓 |
| AMGN | AMGEN INC | $21.66万 | 0.01% | 598 | -235 | -28.2% | -$8.51万 | 减仓 |
| MO | ALTRIA GROUP INC | $21.51万 | 0.01% | 2,990 | -6,012 | -66.8% | -$43.26万 | 减仓 |
| PEP | PEPSICO INC | $21.43万 | 0.01% | 1,583 | -6,151 | -79.5% | -$83.27万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $21.33万 | 0.01% | 4,661 | 4,661 | — | $21.33万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $21.33万 | 0.01% | 2,636 | -936 | -26.2% | -$7.57万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $21.26万 | 0.01% | 5,229 | 86 | 1.7% | $3,496 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $21.22万 | 0.01% | 1,218 | -173 | -12.4% | -$3.01万 | 减仓 |
| T | AT&T INC | $21.17万 | 0.01% | 10,229 | -18,027 | -63.8% | -$37.31万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $21.11万 | 0.01% | 2,520 | 2,520 | — | $21.11万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $21.00万 | 0.01% | 8,907 | -5,753 | -39.2% | -$13.57万 | 减仓 |
| SHEL | SHELL PLC | $21.00万 | 0.01% | 2,708 | -907 | -25.1% | -$7.03万 | 减仓 |
| IVE | ISHARES TR | $20.74万 | 0.01% | 913 | -87 | -8.7% | -$1.98万 | 减仓 |
| MAGS | LISTED FDS TR | $20.58万 | 0.01% | 3,200 | 0 | 0.0% | — | 重新持有 |
| DFAE | DIMENSIONAL ETF TRUST | $20.15万 | 0.01% | 5,012 | -1,859 | -27.1% | -$7.48万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $20.12万 | 0.01% | 506 | -317 | -38.5% | -$12.61万 | 减仓 |
| MDB | MONGODB INC | $20.05万 | 0.01% | 597 | -855 | -58.9% | -$28.72万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $19.44万 | 0.01% | 10,967 | -425 | -3.7% | -$7,535 | 减仓 |
| DHT | DHT HOLDINGS INC | $18.30万 | 0.01% | 11,069 | -410 | -3.6% | -$6,777 | 减仓 |
| SNAP | SNAP INC | $17.50万 | 0.01% | 39,416 | -13,095 | -24.9% | -$5.81万 | 减仓 |