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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 78
减持 46
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$40.3M
640,580
减持
VOO
VANGUARD INDEX FDS
-$30.9M
94,235
-40%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
48,108
+15%
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。
减持
XSOE
WISDOMTREE TR
+$1.9M
579,265
-1%
增持
SPMD
SPDR SERIES TRUST
+$1.8M
169,940
+17%
建仓
RTX
RTX CORPORATION
+$1.6M
9,521
增持
AAPL
APPLE INC
+$1.4M
21,607
+7%
增持
SPSM
SPDR SERIES TRUST
+$1.2M
152,965
+11%
增持
GNR
SPDR INDEX SHS FDS
+$1.2M
177,619
+3%
增持
GOOG
ALPHABET INC
+$1.1M
15,584
+3%
清仓
SGOL
ETFS GOLD TR
-$920.7K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$863.9K
2,502
增持
SGOV
ISHARES TR
+$827.3K
78,532
+12%
减持
GLDM
WORLD GOLD TR
-$787.0K
198,129
-19%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$761.6K
9,528
增持
EYLD
CAMBRIA ETF TR
+$690.5K
189,231
+8%
减持
GOOGL
ALPHABET INC
+$684.5K
10,452
-1%
增持
XONE
BONDBLOXX ETF TRUST
+$599.6K
105,448
+13%
减持
GCC
WISDOMTREE TR
+$564.9K
618,316
-3%
增持
USFR
WISDOMTREE TR
+$562.0K
106,200
+12%
清仓
SCHM
SCHWAB STRATEGIC TR
-$558.7K
0
-100%
增持
XHLF
BONDBLOXX ETF TRUST
+$541.6K
115,402
+10%
增持
AVGO
BROADCOM INC
+$474.6K
8,285
+1%
清仓
TLT
ISHARES TR
-$441.3K
0
-100%
增持
IVAL
EA SERIES TRUST
+$384.9K
55,292
+20%
增持
MSFT
MICROSOFT CORP
+$380.4K
10,243
+3%
增持
ORCL
ORACLE CORP
+$365.2K
5,700
+1%
减持
TSLA
TESLA INC
-$363.0K
10,560
-16%
增持
QEFA
SPDR INDEX SHS FDS
+$325.2K
34,374
+9%
建仓
APP
APPLOVIN CORP
+$281.7K
392
减持
LLY
ELI LILLY & CO
-$281.3K
1,455
-18%
减持
GII
SPDR INDEX SHS FDS
-$279.2K
161,355
-6%
清仓
BSV
VANGUARD BD INDEX FDS
-$279.0K
0
-100%
增持
IVV
ISHARES TR
+$257.0K
4,169
+2%
减持
CVX
CHEVRON CORP NEW
+$254.0K
37,127
-4%
建仓
JNJ
JOHNSON & JOHNSON
+$247.5K
1,335
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$246.7K
2,288
建仓
HOOD
ROBINHOOD MKTS INC
+$245.1K
2,000
增持
QVAL
EA SERIES TRUST
+$240.3K
25,624
+18%
减持
AGNC
AGNC INVT CORP
-$236.7K
22,963
-54%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$236.6K
4,416
+6%
建仓
MRK
MERCK & CO INC
+$229.2K
2,731
建仓
TJX
TJX COS INC NEW
+$227.2K
1,572
建仓
BAC
BANK AMERICA CORP
+$225.2K
4,365
清仓
EWJ
ISHARES INC
-$224.4K
0
-100%
清仓
ADBE
ADOBE INC
-$224.0K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$221.8K
1,083
增持
AMZN
AMAZON COM INC
+$219.1K
15,616
+19%
增持
VTI
VANGUARD INDEX FDS
+$218.7K
1,649
+55%
建仓
SOXX
ISHARES TR
+$217.0K
800
增持
SPY
SPDR S&P 500 ETF TR
+$209.9K
4,280
+0%
建仓
DUK
DUKE ENERGY CORP NEW
+$209.9K
1,696
清仓
PM
PHILIP MORRIS INTL INC
-$204.3K
0
-100%
建仓
SO
SOUTHERN CO
+$202.6K
2,138
建仓
ALAB
ASTERA LABS INC
+$201.7K
1,030
建仓
—
EATON CORP PLC
+$200.6K
536
建仓
PNC
PNC FINL SVCS GROUP INC
+$200.3K
997
增持
ABBV
ABBVIE INC
+$199.2K
3,634
+5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$193.1K
13,213
+4%
增持
HD
HOME DEPOT INC
+$185.8K
1,529
+29%
减持
—
ACCENTURE PLC IRELAND
-$182.9K
1,927
-12%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$171.9K
106,584
+0%
减持
IJH
ISHARES TR
-$160.9K
15,219
-18%
减持
PG
PROCTER AND GAMBLE CO
-$126.9K
2,718
-20%
减持
NFLX
NETFLIX INC
-$124.7K
851
-0%
减持
KO
COCA COLA CO
-$117.7K
5,355
-20%
增持
ITOT
ISHARES TR
+$113.4K
3,916
+16%
减持
EFIV
SPDR SERIES TRUST
-$110.2K
9,052
-23%
增持
CMF
ISHARES TR
+$108.4K
57,204
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$98.4K
3,912
-0%
增持
WMT
WALMART INC
+$93.5K
6,869
+9%
增持
LRCX
LAM RESEARCH CORP
+$93.1K
2,268
+5%
增持
GE
GE AEROSPACE
+$91.0K
1,396
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$85.5K
19,596
+3%
增持
SDG
ISHARES TR
+$81.6K
4,693
+15%
建仓
—
PROSHARES TR II
+$80.0K
40,000
增持
CAT
CATERPILLAR INC
+$79.3K
637
+10%
减持
CLS
CELESTICA INC
+$76.4K
1,733
-23%
增持
AMD
ADVANCED MICRO DEVICES INC
+$73.5K
2,732
+5%
增持
SPYG
SPDR SERIES TRUST
+$70.3K
6,746
+1%
减持
CRM
SALESFORCE INC
-$70.0K
901
-13%
减持
ISRG
INTUITIVE SURGICAL INC
-$68.8K
518
-6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$62.8K
1,293
-2%
增持
MLI
MUELLER INDS INC
+$60.2K
2,669
+1%
增持
KLAC
KLA CORP
+$59.1K
274
+4%
减持
NOW
SERVICENOW INC
-$57.7K
297
-8%
增持
SPYV
SPDR SERIES TRUST
+$54.5K
12,629
+3%
增持
CVNA
CARVANA CO
+$54.0K
1,173
+2%
增持
QUAL
ISHARES TR
+$53.3K
3,625
+2%
增持
VUG
VANGUARD INDEX FDS
+$52.8K
837
+5%
增持
GEV
GE VERNOVA INC
+$52.6K
416
+8%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$52.2K
559
-8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$50.9K
1,184
-8%
减持
IVLU
ISHARES TR
+$50.6K
21,055
-1%
减持
IWB
ISHARES TR
+$50.0K
3,215
-3%
增持
VB
VANGUARD INDEX FDS
+$45.1K
1,193
+9%
增持
SPDW
SPDR INDEX SHS FDS
+$44.6K
12,040
+4%
减持
IAU
ISHARES GOLD TR
+$43.8K
4,727
-2%
增持
SRE
SEMPRA
+$41.7K
2,847
+1%
增持
AMGN
AMGEN INC
+$40.4K
5,678
+2%
增持
T
AT&T INC
+$40.4K
10,307
+19%
减持
EME
EMCOR GROUP INC
+$40.1K
485
-6%
增持
INTU
INTUIT
-$39.9K
509
+3%
增持
NEE
NEXTERA ENERGY INC
+$38.1K
5,167
+2%
减持
IJR
ISHARES TR
-$37.1K
2,214
-19%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$36.9K
692
+3%
减持
GUNR
FLEXSHARES TR
+$36.6K
11,457
-1%
增持
MA
MASTERCARD INCORPORATED
+$35.2K
1,279
+4%
增持
MCD
MCDONALDS CORP
+$34.7K
988
+9%
减持
PGR
PROGRESSIVE CORP
-$34.7K
1,325
-2%
增持
—
EXXON MOBIL CORP
+$34.4K
3,610
+4%
增持
META
META PLATFORMS INC
+$33.8K
3,221
+2%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$33.6K
13,390
-8%
增持
FRDM
EA SERIES TRUST
+$33.5K
6,070
+4%
减持
ESGD
ISHARES TR
-$32.5K
7,881
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$31.8K
1,617
-7%
增持
COST
COSTCO WHSL CORP NEW
-$31.4K
686
+2%
增持
IEMG
ISHARES INC
+$29.6K
4,463
+1%
增持
IWM
ISHARES TR
+$27.3K
1,002
+1%
减持
IEFA
ISHARES TR
-$25.6K
3,919
-11%
增持
WFC
WELLS FARGO CO NEW
+$24.6K
2,968
+6%
增持
BKNG
BOOKING HOLDINGS INC
-$23.8K
76
+1%
增持
MCK
MCKESSON CORP
+$23.7K
319
+5%
增持
UBER
UBER TECHNOLOGIES INC
+$23.3K
2,554
+5%
减持
DIS
DISNEY WALT CO
-$23.2K
2,312
-0%
减持
MUB
ISHARES TR
-$22.8K
2,024
-11%
增持
QCOM
QUALCOMM INC
+$22.7K
1,428
+6%
增持
AXP
AMERICAN EXPRESS CO
+$22.6K
816
+5%
增持
ABT
ABBOTT LABS
+$21.1K
2,568
+8%
增持
EZU
ISHARES INC
+$19.0K
3,919
+4%
增持
TRV
TRAVELERS COMPANIES INC
+$18.8K
966
+3%
增持
—
HAFNIA LTD
+$18.5K
13,698
+8%
增持
V
VISA INC
-$18.4K
2,828
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$15.6K
441
+12%
减持
ESGE
ISHARES INC
+$12.9K
11,367
-7%
增持
GILD
GILEAD SCIENCES INC
+$10.2K
1,921
+5%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$10.1K
18,986
-7%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$9.3K
3,453
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$8.9K
1,783
+3%
增持
TMUS
T-MOBILE US INC
+$8.9K
1,150
+3%
减持
TKC
TURKCELL ILETISIM HIZMETLERI
-$8.9K
15,996
-8%
减持
PWZ
INVESCO EXCH TRADED FD TR II
+$8.7K
19,789
-1%
减持
FCAL
FIRST TR EXCH TRADED FD III
+$7.2K
9,067
-0%
减持
FMB
FIRST TR EXCH TRADED FD III
+$6.0K
15,332
-1%
增持
CSCO
CISCO SYS INC
+$5.3K
4,126
+3%
增持
WM
WASTE MGMT INC DEL
-$4.4K
1,063
+2%
减持
ACWV
ISHARES INC
+$4.3K
3,394
-0%
减持
LYG
LLOYDS BANKING GROUP PLC
+$2.6K
15,994
-3%
增持
WDAY
WORKDAY INC
+$2.4K
962
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5K
13,591
-9%
