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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $1.20亿 | 8.02% | 1,691,253 | 208,107 | 14.0% | $1,475.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,339.46万 | 6.24% | 1,495,511 | 37,651 | 2.6% | $235.13万 | 加仓 |
| IVV | ISHARES TR | $6,283.34万 | 4.20% | 96,192 | 2,002 | 2.1% | $130.77万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6,147.68万 | 4.11% | 803,198 | 55,051 | 7.4% | $421.36万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,118.30万 | 4.09% | 1,131,971 | 95,547 | 9.2% | $516.43万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $5,333.87万 | 3.57% | 1,010,586 | 346,617 | 52.2% | $1,829.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,332.28万 | 3.57% | 1,372,177 | -103,813 | -7.0% | -$403.42万 | 减仓 |
| AAPL | APPLE INC | $5,055.86万 | 3.38% | 199,214 | 19,960 | 11.1% | $506.57万 | 加仓 |
| IEFA | ISHARES TR | $4,491.37万 | 3.00% | 496,120 | 16,611 | 3.5% | $150.38万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,879.15万 | 2.59% | 800,485 | 3,106 | 0.4% | $15.05万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,773.36万 | 2.52% | 968,520 | 77,592 | 8.7% | $302.30万 | 加仓 |
| AGG | ISHARES TR | $3,766.20万 | 2.52% | 379,390 | 38,137 | 11.2% | $378.59万 | 加仓 |
| DGRO | ISHARES TR | $3,723.33万 | 2.49% | 530,539 | 29,863 | 6.0% | $209.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,125.25万 | 2.09% | 159,289 | 10,772 | 7.3% | $211.35万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,762.96万 | 1.85% | 463,972 | 66,537 | 16.7% | $396.23万 | 加仓 |
| IJR | ISHARES TR | $2,426.50万 | 1.62% | 195,198 | 5,285 | 2.8% | $65.70万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $2,226.73万 | 1.49% | 272,783 | -515 | -0.2% | -$4.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,214.90万 | 1.48% | 34,058 | 749 | 2.2% | $48.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,190.86万 | 1.46% | 125,623 | 24,198 | 23.9% | $422.01万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $2,088.81万 | 1.40% | 89,254 | 754 | 0.9% | $17.65万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $2,029.71万 | 1.36% | 514,631 | 27,582 | 5.7% | $108.78万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $1,880.73万 | 1.26% | 379,257 | 5,750 | 1.5% | $28.51万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,777.58万 | 1.19% | 182,083 | 2,345 | 1.3% | $22.89万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,578.32万 | 1.06% | 637,190 | 64,489 | 11.3% | $159.74万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $1,420.95万 | 0.95% | 252,883 | -842 | -0.3% | -$4.73万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $1,380.85万 | 0.92% | 381,977 | 11,733 | 3.2% | $42.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,368.00万 | 0.91% | 36,956 | 5,143 | 16.2% | $190.38万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,309.27万 | 0.88% | 118,518 | 3,969 | 3.5% | $43.85万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,195.42万 | 0.80% | 239,612 | 7,486 | 3.2% | $37.35万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,102.14万 | 0.74% | 42,079 | 1,110 | 2.7% | $29.07万 | 加仓 |
| WTMF | WISDOMTREE TR | $1,083.03万 | 0.72% | 272,900 | 11,212 | 4.3% | $44.50万 | 加仓 |
| AMZN | AMAZON COM INC | $1,080.58万 | 0.72% | 51,883 | 957 | 1.9% | $19.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,064.18万 | 0.71% | 22,207 | 380 | 1.7% | $18.21万 | 加仓 |
| USRT | ISHARES TR | $1,061.06万 | 0.71% | 179,263 | 15,441 | 9.4% | $91.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $936.96万 | 0.63% | 131,726 | -4,230 | -3.1% | -$30.09万 | 减仓 |
| GOOGL | ALPHABET INC | $923.44万 | 0.62% | 32,113 | 1,421 | 4.6% | $40.86万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $869.44万 | 0.58% | 213,046 | 7,441 | 3.6% | $30.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $816.31万 | 0.55% | 27,751 | -61 | -0.2% | -$1.79万 | 减仓 |
| SDY | SPDR SERIES TRUST | $804.65万 | 0.54% | 55,136 | -27 | -0.0% | -$3,940 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $771.59万 | 0.52% | 98,405 | 9,561 | 10.8% | $74.97万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $744.60万 | 0.50% | 77,064 | 2,024 | 2.7% | $19.56万 | 加仓 |
| META | META PLATFORMS INC | $679.21万 | 0.45% | 11,872 | 9 | 0.1% | $5,149 | 加仓 |
| VTI | VANGUARD INDEX FDS | $668.16万 | 0.45% | 20,827 | 162 | 0.8% | $5.20万 | 加仓 |
| IEMG | ISHARES INC | $543.07万 | 0.36% | 77,860 | 4,203 | 5.7% | $29.32万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $536.37万 | 0.36% | 12,280 | 948 | 8.4% | $41.41万 | 加仓 |
| QQQ | INVESCO QQQ TR | $516.01万 | 0.34% | 8,941 | 3,017 | 50.9% | $174.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $486.41万 | 0.33% | 22,617 | 1,098 | 5.1% | $23.61万 | 加仓 |
| TSLA | TESLA INC | $471.77万 | 0.32% | 12,690 | 1,667 | 15.1% | $61.97万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $469.40万 | 0.31% | 138,180 | -1,019 | -0.7% | -$3.46万 | 减仓 |
| AVGO | BROADCOM INC | $452.01万 | 0.30% | 14,604 | 1,020 | 7.5% | $31.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $414.58万 | 0.28% | 4,161 | 30 | 0.7% | $2.99万 | 加仓 |
| GOOG | ALPHABET INC | $394.23万 | 0.26% | 13,743 | 1,373 | 11.1% | $39.39万 | 加仓 |
| PHYL | PGIM ETF TR | $376.17万 | 0.25% | 108,624 | 22,511 | 26.1% | $77.96万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $339.37万 | 0.23% | 23,013 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $334.09万 | 0.22% | 3,632 | 434 | 13.6% | $39.92万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $319.79万 | 0.21% | 32,023 | -655 | -2.0% | -$6.54万 | 减仓 |
| — | EXXON MOBIL CORP | $295.21万 | 0.20% | 17,400 | 1,654 | 10.5% | $28.06万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $279.31万 | 0.19% | 60,866 | 55 | 0.1% | $2,524 | 加仓 |
| IVW | ISHARES TR | $267.41万 | 0.18% | 23,641 | -720 | -3.0% | -$8.14万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $262.02万 | 0.18% | 23,567 | 285 | 1.2% | $3.17万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $253.40万 | 0.17% | 11,860 | 301 | 2.6% | $6.43万 | 加仓 |
| VFH | VANGUARD WORLD FD | $250.03万 | 0.17% | 20,696 | -207 | -1.0% | -$2.50万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $249.84万 | 0.17% | 50,606 | -5,680 | -10.1% | -$28.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $246.78万 | 0.16% | 10,095 | 871 | 9.4% | $21.29万 | 加仓 |
| WMT | WALMART INC | $245.07万 | 0.16% | 19,720 | -716 | -3.5% | -$8.90万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $232.22万 | 0.16% | 51,468 | -878 | -1.7% | -$3.96万 | 减仓 |
| HD | HOME DEPOT INC | $226.20万 | 0.15% | 6,878 | -91 | -1.3% | -$2.99万 | 减仓 |
| NFLX | NETFLIX INC. | $219.38万 | 0.15% | 22,817 | 1,475 | 6.9% | $14.18万 | 加仓 |
| BSVO | EA SERIES TRUST | $212.66万 | 0.14% | 83,822 | -4,031 | -4.6% | -$10.23万 | 减仓 |
| V | VISA INC | $211.33万 | 0.14% | 6,992 | 110 | 1.6% | $3.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $209.29万 | 0.14% | 3,502 | -201 | -5.4% | -$12.01万 | 减仓 |
| IYW | ISHARES TR | $205.01万 | 0.14% | 11,301 | 11,301 | — | $205.01万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $199.50万 | 0.13% | 9,183 | -1,971 | -17.7% | -$42.82万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $196.80万 | 0.13% | 14,808 | -50 | -0.3% | -$6,645 | 减仓 |
| PG | PROCTER & GAMBLE CO | $191.90万 | 0.13% | 13,286 | -1,324 | -9.1% | -$19.12万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $185.55万 | 0.12% | 33,590 | -832 | -2.4% | -$4.60万 | 减仓 |
| IWD | ISHARES TR | $185.10万 | 0.12% | 8,663 | 39 | 0.5% | $8,333 | 加仓 |
| BAC | BANK AMERICA CORP | $170.32万 | 0.11% | 34,938 | 1,410 | 4.2% | $6.87万 | 加仓 |
| GE | GE AEROSPACE | $168.67万 | 0.11% | 5,944 | 498 | 9.1% | $14.13万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $165.61万 | 0.11% | 21,458 | 14 | 0.1% | $1,081 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $163.42万 | 0.11% | 25,502 | 7,566 | 42.2% | $48.48万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $162.69万 | 0.11% | 19,176 | 7 | 0.0% | $594 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $161.55万 | 0.11% | 43,172 | 420 | 1.0% | $1.57万 | 加仓 |
| GLW | CORNING INC | $160.99万 | 0.11% | 11,841 | 249 | 2.1% | $3.39万 | 加仓 |
| CAT | CATERPILLAR INC | $160.46万 | 0.11% | 2,265 | 92 | 4.2% | $6.52万 | 加仓 |
| EEM | ISHARES TR | $156.01万 | 0.10% | 27,471 | -1,021 | -3.6% | -$5.80万 | 减仓 |
| IWF | ISHARES TR | $155.50万 | 0.10% | 3,647 | -252 | -6.5% | -$10.74万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $154.24万 | 0.10% | 61,451 | -5,780 | -8.6% | -$14.51万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $154.06万 | 0.10% | 6,685 | 1,662 | 33.1% | $38.30万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $151.56万 | 0.10% | 59,112 | 9,187 | 18.4% | $23.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $150.64万 | 0.10% | 3,858 | 2,083 | 117.4% | $81.33万 | 加仓 |
| RTX | RTX CORPORATION | $144.95万 | 0.10% | 7,514 | 966 | 14.8% | $18.64万 | 加仓 |
| MRK | MERCK & CO INC | $142.62万 | 0.10% | 11,856 | 670 | 6.0% | $8.06万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $140.92万 | 0.09% | 11,477 | 4,298 | 59.9% | $52.77万 | 加仓 |
| SHOP | SHOPIFY INC | $139.11万 | 0.09% | 11,727 | 4,400 | 60.1% | $52.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $138.44万 | 0.09% | 9,464 | 63 | 0.7% | $9,216 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $138.14万 | 0.09% | 22,776 | 1,580 | 7.5% | $9.58万 | 加仓 |
| ABBV | ABBVIE INC | $137.75万 | 0.09% | 6,334 | 546 | 9.4% | $11.87万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $132.85万 | 0.09% | 6,151 | -5 | -0.1% | -$1,080 | 减仓 |
| ITOT | ISHARES TR | $130.61万 | 0.09% | 9,170 | -194 | -2.1% | -$2.76万 | 减仓 |