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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | $33.31万 | 0.02% | 1,607 | 55 | 3.5% | $1.14万 | 加仓 |
| AZN | ASTRAZENECA PLC | $33.22万 | 0.02% | 1,684 | 1,684 | — | $33.22万 | 新建仓 |
| EME | EMCOR GROUP INC | $32.93万 | 0.02% | 446 | 51 | 12.9% | $3.77万 | 加仓 |
| IJH | ISHARES TR | $32.81万 | 0.02% | 4,859 | -284 | -5.5% | -$1.92万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $32.60万 | 0.02% | 1,976 | -79 | -3.8% | -$1.30万 | 减仓 |
| MTZ | MASTEC INC | $32.59万 | 0.02% | 1,013 | 28 | 2.8% | $9,009 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $32.38万 | 0.02% | 4,982 | 4,982 | — | $32.38万 | 新建仓 |
| NU | NU HLDGS LTD | $32.03万 | 0.02% | 22,292 | 3,023 | 15.7% | $4.34万 | 加仓 |
| TER | TERADYNE INC | $31.98万 | 0.02% | 1,079 | 1,079 | — | $31.98万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $31.97万 | 0.02% | 10,410 | 3,237 | 45.1% | $9.94万 | 加仓 |
| CCK | CROWN HLDGS INC | $31.91万 | 0.02% | 3,183 | 243 | 8.3% | $2.44万 | 加仓 |
| MKSI | MKS INC. | $31.83万 | 0.02% | 1,385 | 110 | 8.6% | $2.53万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.81万 | 0.02% | 3,858 | 8 | 0.2% | $660 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.69万 | 0.02% | 10,879 | -42 | -0.4% | -$1,223 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $31.68万 | 0.02% | 3,124 | 26 | 0.8% | $2,637 | 加仓 |
| OMC | OMNICOM GROUP INC | $31.56万 | 0.02% | 4,191 | 4,191 | — | $31.56万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $31.45万 | 0.02% | 3,416 | -32 | -0.9% | -$2,946 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $31.28万 | 0.02% | 6,251 | -413 | -6.2% | -$2.07万 | 减仓 |
| EXEL | EXELIXIS INC | $31.24万 | 0.02% | 7,283 | -994 | -12.0% | -$4.26万 | 减仓 |
| IT | GARTNER INC | $31.21万 | 0.02% | 1,971 | 1,105 | 127.6% | $17.49万 | 加仓 |
| DINO | HF SINCLAIR CORP | $31.04万 | 0.02% | 4,975 | -171 | -3.3% | -$1.07万 | 减仓 |
| VO | VANGUARD INDEX FDS | $31.02万 | 0.02% | 1,080 | 1,080 | — | $31.02万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $30.86万 | 0.02% | 2,084 | 520 | 33.2% | $7.70万 | 加仓 |
| DOV | DOVER CORP | $30.83万 | 0.02% | 1,479 | 89 | 6.4% | $1.86万 | 加仓 |
| DOW | DOW HLDGS INC | $30.36万 | 0.02% | 7,288 | 7,288 | — | $30.36万 | 新建仓 |
| FER | FERROVIAL SE | $30.34万 | 0.02% | 4,665 | -123 | -2.6% | -$8,001 | 减仓 |
| CINF | CINCINNATI FINL CORP | $29.66万 | 0.02% | 1,885 | -1,096 | -36.8% | -$17.25万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $29.52万 | 0.02% | 2,689 | 2,689 | — | $29.52万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $29.35万 | 0.02% | 965 | 215 | 28.7% | $6.54万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $29.35万 | 0.02% | 772 | 99 | 14.7% | $3.76万 | 加仓 |
| AMGN | AMGEN INC | $29.34万 | 0.02% | 833 | 90 | 12.1% | $3.17万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $29.32万 | 0.02% | 1,177 | 43 | 3.8% | $1.07万 | 加仓 |
| BLK | BLACKROCK INC | $29.23万 | 0.02% | 304 | 304 | — | $29.23万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $29.16万 | 0.02% | 3,483 | 479 | 15.9% | $4.01万 | 加仓 |
| MLI | MUELLER INDS INC | $29.11万 | 0.02% | 2,627 | 222 | 9.2% | $2.46万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.95万 | 0.02% | 14,660 | 441 | 3.1% | $8,710 | 加仓 |
| VEEV | VEEVA SYS INC | $28.95万 | 0.02% | 1,648 | -118 | -6.7% | -$2.07万 | 减仓 |
| SO | SOUTHERN CO | $28.94万 | 0.02% | 2,998 | 224 | 8.1% | $2.16万 | 加仓 |
| VMC | VULCAN MATLS CO | $28.65万 | 0.02% | 1,052 | -21 | -2.0% | -$5,718 | 减仓 |
| BIIB | BIOGEN INC | $28.62万 | 0.02% | 1,561 | 14 | 0.9% | $2,567 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $28.55万 | 0.02% | 2,522 | 138 | 5.8% | $1.56万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $28.50万 | 0.02% | 3,536 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $28.49万 | 0.02% | 2,213 | -1,986 | -47.3% | -$25.57万 | 减仓 |
| BBY | BEST BUY INC | $28.38万 | 0.02% | 4,420 | -528 | -10.7% | -$3.39万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $28.24万 | 0.02% | 827 | 827 | — | $28.24万 | 新建仓 |
| EQIX | EQUINIX INC | $28.21万 | 0.02% | 288 | 288 | — | $28.21万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $28.13万 | 0.02% | 1,001 | 18 | 1.8% | $5,058 | 加仓 |
| EOG | EOG RES INC | $27.97万 | 0.02% | 1,935 | 1,935 | — | $27.97万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.79万 | 0.02% | 2,120 | 247 | 13.2% | $3.24万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $27.69万 | 0.02% | 5,139 | -1,366 | -21.0% | -$7.36万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.60万 | 0.02% | 562 | -27 | -4.6% | -$1.33万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $27.49万 | 0.02% | 777 | 280 | 56.3% | $9.91万 | 加仓 |
| D | DOMINION ENERGY INC | $27.31万 | 0.02% | 4,417 | -131 | -2.9% | -$8,099 | 减仓 |
| KMX | CARMAX INC | $27.26万 | 0.02% | 6,555 | 6,555 | — | $27.26万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $26.79万 | 0.02% | 858 | 13 | 1.5% | $4,060 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $26.78万 | 0.02% | 4,465 | 764 | 20.6% | $4.58万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $26.63万 | 0.02% | 391 | 391 | — | $26.63万 | 新建仓 |
| HAS | HASBRO INC | $26.40万 | 0.02% | 2,820 | 3 | 0.1% | $281 | 加仓 |
| AON | AON PLC | $26.18万 | 0.02% | 811 | 811 | — | $26.18万 | 新建仓 |
| WWD | WOODWARD INC | $26.16万 | 0.02% | 731 | 731 | — | $26.16万 | 新建仓 |
| BWA | BORGWARNER INC | $26.16万 | 0.02% | 4,822 | -240 | -4.7% | -$1.30万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $26.07万 | 0.02% | 15,362 | 2,762 | 21.9% | $4.69万 | 加仓 |
| AME | AMETEK INC | $25.92万 | 0.02% | 1,209 | 67 | 5.9% | $1.44万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $25.85万 | 0.02% | 993 | 215 | 27.6% | $5.60万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $25.84万 | 0.02% | 582 | 35 | 6.4% | $1.55万 | 加仓 |
| WELL | WELLTOWER INC | $25.74万 | 0.02% | 1,302 | 156 | 13.6% | $3.08万 | 加仓 |
| GSK | GSK PLC | $25.66万 | 0.02% | 4,649 | 393 | 9.2% | $2.17万 | 加仓 |
| RBLX | ROBLOX CORP | $25.57万 | 0.02% | 4,520 | -5,723 | -55.9% | -$32.37万 | 减仓 |
| TWLO | TWILIO INC | $25.43万 | 0.02% | 2,021 | 182 | 9.9% | $2.29万 | 加仓 |
| S | SENTINELONE INC | $25.31万 | 0.02% | 19,649 | 5,833 | 42.2% | $7.51万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $25.28万 | 0.02% | 1,531 | 1,531 | — | $25.28万 | 新建仓 |
| EVR | EVERCORE INC | $25.24万 | 0.02% | 846 | 130 | 18.2% | $3.88万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $25.22万 | 0.02% | 533 | 11 | 2.1% | $5,206 | 加仓 |
| — | DUPONT DE NEMOURS INC | $25.15万 | 0.02% | 5,491 | 1,881 | 52.1% | $8.62万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $25.13万 | 0.02% | 368 | 16 | 4.5% | $1.09万 | 重新持有 |
| MOH | MOLINA HEALTHCARE INC | $24.74万 | 0.02% | 1,856 | -552 | -22.9% | -$7.36万 | 重新持有 |
| CCL | CARNIVAL CORP | $24.72万 | 0.02% | 9,551 | -132 | -1.4% | -$3,416 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $24.45万 | 0.02% | 3,639 | 213 | 6.2% | $1.43万 | 加仓 |
| PGR | PROGRESSIVE CORP | $24.38万 | 0.02% | 1,230 | -103 | -7.7% | -$2.04万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $24.33万 | 0.02% | 3,511 | 172 | 5.2% | $1.19万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $24.30万 | 0.02% | 2,937 | -1,237 | -29.6% | -$10.23万 | 减仓 |
| EFA | ISHARES TR | $24.27万 | 0.02% | 2,498 | -3,668 | -59.5% | -$35.63万 | 减仓 |
| SNAP | SNAP INC | $24.16万 | 0.02% | 52,511 | 27,166 | 107.2% | $12.50万 | 加仓 |
| EVRG | EVERGY INC | $24.13万 | 0.02% | 2,946 | 137 | 4.9% | $1.12万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $24.05万 | 0.02% | 2,792 | 2,792 | — | $24.05万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $23.93万 | 0.02% | 1,391 | 1,391 | — | $23.93万 | 新建仓 |
| MCO | MOODYS CORP | $23.91万 | 0.02% | 548 | 548 | — | $23.91万 | 新建仓 |
| HAL | HALLIBURTON CO | $23.78万 | 0.02% | 6,100 | 6,100 | — | $23.78万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $23.71万 | 0.02% | 4,056 | 322 | 8.6% | $1.88万 | 加仓 |
| — | MONROE CAP CORP | $23.67万 | 0.02% | 24,152 | 315 | 1.3% | $3,087 | 加仓 |
| XYZ | BLOCK INC | $23.66万 | 0.02% | 3,932 | -1,096 | -21.8% | -$6.60万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $23.60万 | 0.02% | 8,880 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $23.60万 | 0.02% | 1,125 | 1,125 | — | $23.60万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $23.38万 | 0.02% | 2,336 | 263 | 12.7% | $2.63万 | 加仓 |
| IDXX | IDEXX LABS INC | $23.37万 | 0.02% | 416 | 46 | 12.4% | $2.58万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $23.17万 | 0.02% | 3,407 | 503 | 17.3% | $3.42万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $23.09万 | 0.02% | 2,174 | 2,174 | — | $23.09万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $23.02万 | 0.02% | 1,436 | -1,902 | -57.0% | -$30.49万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $23.01万 | 0.02% | 815 | 815 | — | $23.01万 | 新建仓 |
| OSK | OSHKOSH CORP | $22.96万 | 0.02% | 1,559 | -47 | -2.9% | -$6,921 | 减仓 |