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 |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,834 | -100.0% | -$23.05万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -8,966 | -100.0% | -$22.82万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,250 | -100.0% | -$22.54万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,117 | -100.0% | -$22.45万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -1,407 | -100.0% | -$22.40万 | 清仓 |
| DFAE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -12,717 | -100.0% | -$22.01万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1,395 | -100.0% | -$21.78万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,119 | -100.0% | -$21.72万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,392 | -100.0% | -$21.61万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -541 | -100.0% | -$21.51万 | 清仓 |
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -982 | -100.0% | -$21.02万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -2,678 | -100.0% | -$20.73万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -4,409 | -100.0% | -$20.42万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -19,582 | -100.0% | -$17.58万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -11,958 | -100.0% | -$15.69万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -12,268 | -100.0% | -$11.31万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -12,819 | -100.0% | -$10.68万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,049 | -100.0% | -$8.54万 | 清仓 |
| MPT | MEDICAL PPTYS TRUST INC | $0 | 0.00% | 0 | -15,080 | -100.0% | -$7.54万 | 清仓 |
| PLTK | PLAYTIKA HLDG CORP | $0 | 0.00% | 0 | -11,562 | -100.0% | -$4.57万 | 清仓 |
| IWM | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$1,866 | 清仓 |
| S | SENTINELONE INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1,500 | 清仓 |