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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 134 项
建仓 28
增持 66
减持 37
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$13.8M
156,068
+7%
增持
XSOE
WISDOMTREE TR
+$3.3M
582,183
+7%
增持
NVDA
NVIDIA CORPORATION
+$2.4M
41,972
+9%
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
SPY
SPDR S&P 500 ETF TR
+$1.6M
4,275
+120%
增持
MSFT
MICROSOFT CORP
+$1.5M
9,901
+8%
增持
GII
SPDR INDEX SHS FDS
+$1.4M
170,913
+5%
增持
AMGN
AMGEN INC
+$1.3M
5,594
+507%
增持
EYLD
CAMBRIA ETF TR
+$1.2M
175,771
+8%
增持
GLDM
WORLD GOLD TR
+$1.2M
243,192
+2%
增持
SPMD
SPDR SERIES TRUST
+$1.1M
145,668
+10%
增持
GCC
WISDOMTREE TR
+$1.1M
636,417
+8%
增持
GNR
SPDR INDEX SHS FDS
+$969.8K
172,627
+10%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$937.4K
106,531
+8%
增持
AVGO
BROADCOM INC
+$917.2K
8,194
+2%
增持
CVX
CHEVRON CORP NEW
-$846.9K
38,491
+1%
增持
USFR
WISDOMTREE TR
+$757.9K
94,945
+19%
增持
SPSM
SPDR SERIES TRUST
+$751.5K
137,651
+10%
减持
SGOV
ISHARES TR
-$735.4K
70,323
-9%
增持
XONE
BONDBLOXX ETF TRUST
+$610.7K
93,431
+15%
增持
META
META PLATFORMS INC
+$600.2K
3,159
+5%
增持
XHLF
BONDBLOXX ETF TRUST
+$597.9K
104,827
+13%
增持
IVV
ISHARES TR
+$526.7K
4,080
+14%
增持
AMZN
AMAZON COM INC
+$517.8K
13,124
+6%
减持
AAPL
APPLE INC
-$500.7K
20,175
-3%
建仓
AGNC
AGNC INVT CORP
+$461.5K
50,217
建仓
TLT
ISHARES TR
+$441.3K
5,000
减持
ORCL
ORACLE CORP
+$438.0K
5,662
-1%
增持
NFLX
NETFLIX INC
+$373.8K
855
+3%
增持
IWF
ISHARES TR
+$358.9K
1,433
+107%
增持
GOOGL
ALPHABET INC
+$337.1K
10,534
+7%
清仓
UNH
UNITEDHEALTH GROUP INC
-$315.3K
0
-100%
建仓
IJR
ISHARES TR
+$300.2K
2,746
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$298.3K
1,317
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$288.0K
1,737
+93%
减持
TSLA
TESLA INC
-$279.2K
12,588
-24%
建仓
BSV
VANGUARD BD INDEX FDS
+$279.0K
3,545
建仓
EME
EMCOR GROUP INC
+$274.9K
514
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$266.3K
3,436
建仓
IEMG
ISHARES INC
+$264.6K
4,407
建仓
T
AT&T INC
+$250.7K
8,663
增持
IJH
ISHARES TR
+$250.2K
18,608
+20%
建仓
AXP
AMERICAN EXPRESS CO
+$248.5K
779
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$244.0K
4,174
+8%
建仓
KLAC
KLA CORP
+$236.5K
264
建仓
UBER
UBER TECHNOLOGIES INC
+$226.9K
2,432
建仓
CAT
CATERPILLAR INC
+$224.8K
579
建仓
EWJ
ISHARES INC
+$224.4K
2,993
建仓
WFC
WELLS FARGO CO NEW
+$224.2K
2,798
建仓
ADBE
ADOBE INC
+$224.0K
579
建仓
EZU
ISHARES INC
+$223.7K
3,763
建仓
MCK
MCKESSON CORP
+$222.8K
304
清仓
GLD
SPDR GOLD TR
-$222.2K
0
-100%
清仓
PEP
PEPSICO INC
-$218.3K
0
-100%
建仓
IWM
ISHARES TR
+$215.1K
997
建仓
SRE
SEMPRA
+$214.5K
2,831
增持
QEFA
SPDR INDEX SHS FDS
+$214.5K
31,599
+1%
增持
LLY
ELI LILLY & CO
+$213.7K
1,785
+25%
建仓
LRCX
LAM RESEARCH CORP
+$210.5K
2,163
建仓
GS
GOLDMAN SACHS GROUP INC
+$207.4K
293
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$206.2K
669
建仓
PM
PHILIP MORRIS INTL INC
+$204.3K
1,122
建仓
GEV
GE VERNOVA INC
+$203.2K
384
建仓
GILD
GILEAD SCIENCES INC
+$203.0K
1,831
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$200.7K
394
减持
GOOG
ALPHABET INC
+$198.2K
15,141
-5%
增持
IWD
ISHARES TR
+$192.3K
2,174
+78%
增持
IVAL
EA SERIES TRUST
+$173.0K
46,023
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$168.8K
3,917
-1%
增持
CVNA
CARVANA CO
+$153.9K
1,153
+3%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$151.9K
12,664
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$120.9K
75
+10%
增持
NOW
SERVICENOW INC
+$118.5K
322
+21%
增持
SPYG
SPDR SERIES TRUST
+$115.2K
6,659
+3%
增持
WMT
WALMART INC
+$115.0K
6,283
+10%
增持
INTU
INTUIT
+$110.6K
492
+9%
减持
IWB
ISHARES TR
+$108.5K
3,313
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$103.5K
19,096
-19%
增持
AMD
ADVANCED MICRO DEVICES INC
+$101.8K
2,597
+0%
增持
V
VISA INC
+$100.7K
2,771
+10%
增持
COST
COSTCO WHSL CORP NEW
+$95.9K
673
+12%
减持
ABBV
ABBVIE INC
-$93.8K
3,460
-2%
增持
IEFA
ISHARES TR
+$87.5K
4,406
+19%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$87.3K
1,739
-1%
增持
GE
GE AEROSPACE
+$83.8K
1,278
+4%
增持
QVAL
EA SERIES TRUST
+$77.7K
21,701
+5%
增持
KO
COCA COLA CO
+$77.7K
6,684
+21%
减持
SGOL
ETFS GOLD TR
-$76.0K
29,190
-13%
增持
ISRG
INTUITIVE SURGICAL INC
+$72.7K
553
+20%
减持
—
EXXON MOBIL CORP
-$69.2K
3,457
-7%
增持
EFIV
SPDR SERIES TRUST
+$67.4K
11,714
+1%
减持
VTI
VANGUARD INDEX FDS
-$67.3K
1,061
-25%
增持
ESGD
ISHARES TR
+$66.0K
8,577
+0%
建仓
—
HAFNIA LTD
+$63.5K
12,733
减持
MUB
ISHARES TR
-$57.5K
2,281
-19%
增持
CSCO
CISCO SYS INC
+$56.8K
3,993
+12%
减持
—
ACCENTURE PLC IRELAND
-$53.9K
2,202
-4%
增持
SPDW
SPDR INDEX SHS FDS
+$53.3K
11,623
+1%
减持
IVLU
ISHARES TR
+$52.4K
21,174
-0%
减持
VUG
VANGUARD INDEX FDS
+$48.5K
795
-2%
减持
TMUS
T-MOBILE US INC
-$45.4K
1,118
-4%
增持
MA
MASTERCARD INCORPORATED
+$42.8K
1,232
+4%
增持
ABT
ABBOTT LABS
+$41.9K
2,374
+12%
减持
FMB
FIRST TR EXCH TRADED FD III
-$41.0K
15,483
-4%
减持
CLS
CELESTICA INC
+$28.5K
2,246
-45%
增持
CRM
SALESFORCE INC
+$27.0K
1,040
+9%
减持
SCHM
SCHWAB STRATEGIC TR
+$27.0K
19,918
-2%
增持
SPYV
SPDR SERIES TRUST
+$26.3K
12,309
+2%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$26.0K
19,907
-3%
增持
PG
PROCTER AND GAMBLE CO
-$25.2K
3,418
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$24.4K
609
+20%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$22.4K
14,583
-2%
减持
DIS
DISNEY WALT CO
+$21.5K
2,322
-14%
增持
WDAY
WORKDAY INC
+$20.9K
955
+7%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$20.7K
20,325
-3%
增持
SDG
ISHARES TR
+$17.2K
4,071
+1%
增持
PGR
PROGRESSIVE CORP
+$16.9K
1,356
+11%
增持
WM
WASTE MGMT INC DEL
+$16.9K
1,045
+9%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$16.6K
9,069
-3%
减持
IAU
ISHARES GOLD TR
+$15.8K
4,813
-0%
增持
TRV
TRAVELERS COMPANIES INC
+$15.3K
938
+5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$12.8K
1,292
-4%
减持
ESGE
ISHARES INC
+$10.4K
12,270
-9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$9.7K
14,857
-10%
增持
LYG
LLOYDS BANKING GROUP PLC
+$8.6K
16,464
+2%
减持
HD
HOME DEPOT INC
-$8.3K
1,183
-2%
减持
QCOM
QUALCOMM INC
-$8.0K
1,349
-7%
减持
MLI
MUELLER INDS INC
+$8.0K
2,638
-0%
减持
VB
VANGUARD INDEX FDS
+$7.1K
1,090
-4%
增持
NEE
NEXTERA ENERGY INC
-$6.5K
5,070
+0%
减持
ACWV
ISHARES INC
-$5.2K
3,396
-3%
增持
CMF
ISHARES TR
-$5.0K
56,593
+1%
减持
GUNR
FLEXSHARES TR
+$4.0K
11,592
-2%
增持
TKC
TURKCELL ILETISIM HIZMETLERI
+$4.0K
17,381
+7%
增持
MCD
MCDONALDS CORP
-$3.1K
909
+6%
