13FBOX
Warren Street Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Warren Street Wealth Advisors, LLC

No.4556 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.48亿
环比变动 Q1 2026
+$5,515.7万+14.0%
持仓股票数
150
新买入
31
加仓
67
减仓
40
清仓
9
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
13.96%13.67%$6,257.7万9.1万股$5,370.9万9.0万股+1,230股+1.37%加仓
EEA SERIES TRUSTWSGE
13.3%13.04%$5,962.0万212.2万股$5,124.0万207.7万股+4.5万股+2.16%加仓
J摩根大通交易所交易基金JQUA
11.22%10.6%$5,029.6万69.6万股$4,164.6万67.9万股+1.7万股+2.46%加仓
WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE
5.9%5.54%$2,643.1万53.7万股$2,177.3万54.3万股-5,525股-1.02%减仓
WWisdomTree信托GCC
2.93%3.41%$1,312.1万57.9万股$1,341.7万56.0万股+1.9万股+3.36%加仓
WWORLD GOLD TRGLD
2.89%3.68%$1,293.4万16.3万股$1,447.6万15.6万股+6,685股+4.28%加仓
SSPDR道富指数基金GII
2.62%2.93%$1,176.0万15.5万股$1,150.2万15.1万股+4,033股+2.67%加仓
S道富SPMD
2.6%2.54%$1,166.4万17.3万股$998.7万16.9万股+3,998股+2.37%加仓
S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR
2.32%2.85%$1,040.3万15.5万股$1,120.4万15.0万股+4,502股+3.00%加仓
英伟达NVDA
2%1.8%$896.0万4.5万股$709.3万4.1万股+4,108股+10.10%加仓
S道富SPSM
1.94%1.82%$871.0万15.1万股$716.8万14.8万股+2,694股+1.82%加仓
CCAMBRIA EMERGING SHAREHOLDER YIELD ETFEYLD
1.84%1.88%$822.6万18.1万股$738.6万17.8万股+2,775股+1.56%加仓
I景顺QQQ信托VOO
1.74%1.55%$777.5万1.1万股$609.2万1.1万股+3股+0.03%加仓
强生JNJ
1.68%1.84%$751.0万3.0万股$722.3万3.0万股+22股+0.07%加仓
AMGEN COMAMGN
1.67%1.85%$749.5万2.1万股$728.9万2.1万股-17股-0.08%减仓
IiShares安硕信托SGOV
1.65%2.05%$741.5万7.4万股$804.2万8.0万股-6,239股-7.81%减仓
BBondBloxx ETF Trust Bloomberg Six MNXHLF
1.54%1.61%$688.8万13.7万股$630.8万12.5万股+1.2万股+9.26%加仓
SSPDR行业精选信托XLK
1.51%1.21%$676.7万3.6万股$474.0万3.6万股-146股-0.41%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.45%1.54%$651.3万4.1万股$603.6万4.1万股-118股-0.29%减仓
雪佛龙CVX
1.44%2.01%$647.1万3.9万股$788.1万3.8万股+947股+2.49%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
1.44%1.5%$643.1万12.8万股$588.1万11.7万股+1.1万股+9.35%加仓
BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE
1.39%1.45%$622.0万12.6万股$568.9万11.5万股+1.1万股+9.68%加仓
V先锋领航国际股票指数基金VNQI
1.21%1.3%$540.8万12.1万股$512.8万11.5万股+5,201股+4.51%加仓
苹果AAPL
1.14%1.2%$509.7万1.8万股$472.1万1.9万股-987股-5.31%减仓
亚马逊AMZN
1.1%1.11%$494.5万2.1万股$437.3万2.1万股-253股-1.20%减仓
AAlphabet Inc Class CGOOG
1.06%0.98%$473.5万1.3万股$386.4万1.3万股-70股-0.52%减仓
IiShares安硕信托CMF
0.73%0.79%$326.7万5.7万股$311.9万5.5万股+1,820股+3.32%加仓
谷歌AGOOGL
0.71%0.63%$317.4万8,882股$248.8万8,651股+231股+2.67%加仓
特斯拉TSLA
0.64%0.53%$286.0万6,801股$207.1万5,570股+1,231股+22.10%加仓
博通AVGO
0.62%0.56%$276.8万7,328股$220.5万7,125股+203股+2.85%加仓
微软MSFT
0.58%0.8%$260.0万6,969股$312.9万8,453股-1,484股-17.56%减仓
SSPDR标普500 ETFSPY
0.53%0.53%$238.9万3,198股$208.0万3,199股-1股-0.03%减仓
SSPDR道富指数基金QEFA
0.47%0.52%$212.7万2.2万股$202.4万2.2万股+453股+2.09%加仓
AALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETFIVAL
0.36%0.39%$160.9万4.7万股$154.6万4.6万股+1,727股+3.79%加仓
礼来LLY
0.32%0.25%$143.6万1,197股$99.3万1,080股+117股+10.83%加仓
Meta平台META
0.31%0.39%$140.7万2,498股$151.5万2,648股-150股-5.66%减仓
Bloom EnergyBE
0.28%0.16%$125.4万4,142股$62.6万4,620股-478股-10.35%减仓
AMD超威AMD
0.25%0.1%$113.1万1,947股$39.2万1,928股+19股+0.99%加仓
V先锋领航国际股票指数基金VT
0.25%0.25%$111.7万7,118股$98.5万7,118股00.00%持仓不变
AALPHA ARCHITECT US QUANTITATIVE VALQVAL
0.24%0.25%$108.4万2.0万股$99.2万1.9万股+519股+2.73%加仓
IiShares安硕·RUSSELLIWB
0.24%0.24%$106.4万2,599股$92.7万2,599股00.00%持仓不变
摩根大通JPM
0.23%0.23%$101.9万3,114股$90.0万3,060股+54股+1.76%加仓
联合健康UNH
0.22%0.16%$99.7万2,398股$61.3万2,267股+131股+5.78%加仓
FFRST TST CALIFORNIA MUN HIGH INCFCAL
0.21%0.17%$95.2万1.9万股$65.9万1.3万股+5,689股+42.20%加仓
泛林集团LRCX
0.21%0.12%$94.7万2,186股$45.2万2,117股+69股+3.26%加仓
VisaV
0.2%0.18%$91.0万2,652股$72.6万2,401股+251股+10.45%加仓
V先锋领航·FTSEVEA
0.2%0.21%$90.2万1.3万股$81.4万1.3万股-48股-0.38%减仓
艾伯维ABBV
0.2%0.19%$89.1万3,541股$75.3万3,464股+77股+2.22%加仓
IiShares安硕信托IVV
0.17%0.17%$78.3万1,046股$68.3万1,046股00.00%持仓不变
应用材料AMAT
0.17%0.09%$78.0万1,079股$35.1万1,027股+52股+5.06%加仓

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