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Warren Street Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Warren Street Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001703496
持仓数
129
前50大市值合计
$365.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 111 项
建仓 6
增持 53
减持 40
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
+$1.5M
139,371
-0%
增持
TSLA
TESLA INC
+$1.4M
12,187
+54%
增持
GNR
SPDR INDEX SHS FDS
-$957.1K
143,903
+2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
XSOE
WISDOMTREE TR
-$866.5K
511,740
+3%
增持
NVDA
NVIDIA CORPORATION
+$611.2K
37,955
+4%
增持
AAPL
APPLE INC
+$564.2K
19,376
+5%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$511.6K
88,889
+4%
增持
AVGO
BROADCOM INC
+$496.3K
6,961
+7%
清仓
FRDM
EA SERIES TRUST
-$481.9K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$474.7K
41,913
-6%
清仓
TLT
ISHARES TR
-$441.4K
0
-100%
建仓
GUNR
FLEXSHARES TR
+$431.7K
11,872
增持
GOOG
ALPHABET INC
+$405.2K
16,425
+1%
增持
EYLD
CAMBRIA ETF TR
-$401.9K
150,048
+2%
减持
AMZN
AMAZON COM INC
+$369.2K
11,471
-0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$365.5K
4,832
减持
QEFA
SPDR INDEX SHS FDS
-$356.0K
30,491
-4%
建仓
VTI
VANGUARD INDEX FDS
+$354.1K
1,222
增持
GOOGL
ALPHABET INC
+$297.2K
9,757
+4%
清仓
COIN
COINBASE GLOBAL INC
-$293.3K
0
-100%
清仓
PEP
PEPSICO INC
-$273.3K
0
-100%
清仓
ADBE
ADOBE INC
-$260.4K
0
-100%
建仓
WDAY
WORKDAY INC
+$252.2K
977
清仓
AMGN
AMGEN INC
-$247.1K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$225.7K
23,608
+38%
清仓
AMAT
APPLIED MATLS INC
-$221.2K
0
-100%
增持
SGOV
ISHARES TR
+$219.8K
54,151
+5%
清仓
JNJ
JOHNSON & JOHNSON
-$216.5K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$215.1K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$214.9K
724
清仓
NVO
NOVO-NORDISK A S
-$210.1K
0
-100%
建仓
MLI
MUELLER INDS INC
+$207.9K
2,620
清仓
LOW
LOWES COS INC
-$205.6K
0
-100%
增持
SPMD
SPDR SER TR
+$204.4K
126,442
+3%
清仓
QUS
SPDR SER TR
-$201.5K
0
-100%
增持
GCC
WISDOMTREE TR
+$198.6K
557,326
+3%
减持
IVAL
EA SERIES TRUST
-$198.1K
39,550
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$163.1K
831
-17%
增持
GII
SPDR INDEX SHS FDS
-$159.6K
153,666
+2%
增持
GLDM
WORLD GOLD TR
+$157.5K
233,960
+2%
增持
V
VISA INC
+$153.4K
2,398
+9%
减持
CLS
CELESTICA INC
+$150.4K
4,075
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$150.0K
14,407
+42%
增持
CMF
ISHARES TR
+$142.2K
57,284
+6%
增持
FMB
FIRST TR EXCH TRADED FD III
+$140.8K
16,414
+22%
增持
ABBV
ABBVIE INC
+$138.4K
3,044
+49%
减持
NFLX
NETFLIX INC
+$131.3K
776
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$126.0K
2,459
-5%
增持
IVLU
ISHARES TR
+$118.5K
21,246
+37%
减持
SGOL
ETFS GOLD TR
-$111.6K
32,595
-12%
减持
MRK
MERCK & CO INC
-$94.2K
2,231
-20%
减持
—
EXXON MOBIL CORP
-$90.5K
3,146
-14%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$85.3K
21,060
-21%
增持
META
META PLATFORMS INC
+$83.3K
2,915
+3%
增持
SPSM
SPDR SER TR
+$82.3K
117,482
+3%
增持
LLY
ELI LILLY & CO
-$78.8K
1,166
+6%
增持
COST
COSTCO WHSL CORP NEW
+$69.4K
544
+12%
减持
NEE
NEXTERA ENERGY INC
-$68.1K
4,781
-2%
增持
MA
MASTERCARD INCORPORATED
+$68.0K
1,111
+6%
增持
WMT
WALMART INC
+$65.7K
5,408
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$64.8K
3,857
-5%
增持
CRM
SALESFORCE INC
+$63.6K
896
+4%
增持
NOW
SERVICENOW INC
+$61.6K
269
+8%
增持
SCHM
SCHWAB STRATEGIC TR
-$59.8K
18,978
+169%
增持
BKNG
BOOKING HOLDINGS INC
+$56.4K
69
+1%
增持
PG
PROCTER AND GAMBLE CO
+$54.5K
3,700
+13%
减持
XHLF
BONDBLOXX ETF TRUST
-$53.7K
83,972
-1%
减持
SPYV
SPDR SER TR
-$48.9K
12,196
-4%
减持
VB
VANGUARD INDEX FDS
-$48.9K
1,163
-16%
减持
USFR
WISDOMTREE TR
-$44.7K
70,866
-1%
增持
KO
COCA COLA CO
-$42.9K
4,844
+1%
减持
ACWV
ISHARES INC
-$40.2K
3,544
-5%
增持
SDG
ISHARES TR
-$40.0K
4,028
+4%
减持
ORCL
ORACLE CORP
-$39.5K
5,215
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$36.0K
1,297
+4%
减持
IVV
ISHARES TR
+$33.7K
3,572
-0%
增持
SPDW
SPDR INDEX SHS FDS
-$33.7K
11,283
+1%
增持
MUB
ISHARES TR
+$32.9K
2,348
+17%
增持
ESGE
ISHARES INC
+$31.2K
13,469
+17%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$28.4K
12,755
-0%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$27.4K
14,265
-7%
减持
LYG
LLOYDS BANKING GROUP PLC
-$27.1K
15,808
-30%
增持
TMUS
T-MOBILE US INC
+$26.1K
1,141
+4%
减持
QUAL
ISHARES TR
-$24.8K
3,604
-3%
增持
MSFT
MICROSOFT CORP
+$23.6K
8,925
+3%
增持
PGR
PROGRESSIVE CORP
+$23.1K
1,128
+16%
减持
SPYG
SPDR SER TR
+$21.6K
6,470
-2%
减持
VUG
VANGUARD INDEX FDS
+$21.1K
897
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$21.0K
1,144
-3%
增持
QCOM
QUALCOMM INC
-$20.7K
1,356
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$20.7K
1,707
-1%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$19.9K
21,135
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$19.2K
467
+2%
增持
INTU
INTUIT
+$18.9K
451
+6%
增持
XONE
BONDBLOXX ETF TRUST
-$17.5K
71,570
+0%
增持
EFIV
SPDR SER TR
+$15.3K
11,559
+1%
减持
DIS
DISNEY WALT CO
+$15.2K
1,997
-7%
增持
CAT
CATERPILLAR INC
-$14.5K
594
+1%
增持
QVAL
EA SERIES TRUST
-$13.8K
18,553
+2%
减持
—
ACCENTURE PLC IRELAND
-$12.4K
2,336
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$11.7K
1,833
-1%
增持
ESGD
ISHARES TR
+$10.8K
8,560
+12%
减持
EME
EMCOR GROUP INC
+$9.2K
521
-1%
减持
TKC
TURKCELL ILETISIM HIZMETLERI
-$7.5K
15,731
-2%
减持
IAU
ISHARES GOLD TR
-$7.1K
4,818
-3%
增持
FCAL
FIRST TR EXCH TRADED FD III
-$6.1K
9,303
+0%
减持
CVNA
CARVANA CO
+$4.7K
1,132
-13%
增持
HD
HOME DEPOT INC
+$4.6K
1,165
+5%
减持
IWB
ISHARES TR
+$3.7K
3,350
-2%
减持
IJH
ISHARES TR
-$2.7K
15,490
-0%
增持
ABT
ABBOTT LABS
-$867
1,851
+0%
