小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 145 项
建仓 6
增持 25
减持 86
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
WSGE
EA SERIES TRUST
+$32.7M
1,310,383
减持
IVV
ISHARES TR
-$2.1M
1,046
-75%
减持
GLDM
WORLD GOLD TR
+$1.3M
192,990
-3%
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
MSFT
MICROSOFT CORP
-$1.2M
8,475
-17%
减持
RTX
RTX CORPORATION
-$1.2M
2,324
-76%
减持
QEFA
SPDR INDEX SHS FDS
-$1.1M
20,914
-39%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.0M
653,798
+2%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
42,378
-12%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$812.1K
7,150
-46%
减持
IJH
ISHARES TR
-$776.1K
3,290
-78%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$761.6K
0
-100%
减持
ORCL
ORACLE CORP
-$690.3K
4,683
-18%
减持
SPY
SPDR S&P 500 ETF TR
-$669.8K
3,199
-25%
增持
USFR
WISDOMTREE TR
+$669.0K
119,388
+12%
减持
AAPL
APPLE INC
-$657.9K
17,817
-18%
增持
GNR
SPDR INDEX SHS FDS
+$646.6K
179,649
+1%
减持
META
META PLATFORMS INC
-$641.9K
2,611
-19%
增持
XHLF
BONDBLOXX ETF TRUST
+$633.1K
128,392
+11%
增持
XONE
BONDBLOXX ETF TRUST
+$603.9K
117,905
+12%
减持
GOOG
ALPHABET INC
+$498.5K
13,684
-12%
增持
NFLX
NETFLIX INC
-$470.9K
5,859
+588%
清仓
CVNA
CARVANA CO
-$442.4K
0
-100%
减持
TSLA
TESLA INC
+$408.9K
8,994
-15%
清仓
ACWV
ISHARES INC
-$407.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$404.5K
91,374
-3%
清仓
VUG
VANGUARD INDEX FDS
-$401.3K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$374.0K
12,809
-35%
减持
QUAL
ISHARES TR
-$363.2K
1,721
-53%
减持
SPYG
SPDR SERIES TRUST
-$361.0K
3,224
-52%
减持
ESGD
ISHARES TR
-$316.0K
4,383
-44%
清仓
EME
EMCOR GROUP INC
-$315.0K
0
-100%
减持
SPYV
SPDR SERIES TRUST
-$307.8K
6,882
-46%
清仓
VB
VANGUARD INDEX FDS
-$303.4K
0
-100%
减持
QVAL
EA SERIES TRUST
-$302.4K
18,300
-29%
减持
IVAL
EA SERIES TRUST
-$299.7K
43,499
-21%
清仓
T
AT&T INC
-$291.1K
0
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$275.6K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$275.3K
0
-100%
清仓
MLI
MUELLER INDS INC
-$269.9K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$269.7K
0
-100%
清仓
FRDM
EA SERIES TRUST
-$269.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$264.7K
0
-100%
清仓
IJR
ISHARES TR
-$263.1K
0
-100%
清仓
SRE
SEMPRA
-$256.2K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$255.5K
3,037
-22%
清仓
UBER
UBER TECHNOLOGIES INC
-$250.2K
0
-100%
增持
SPMD
SPDR SERIES TRUST
+$249.7K
172,139
+1%
减持
AVGO
BROADCOM INC
-$248.0K
7,181
-13%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$246.7K
0
-100%
减持
IVLU
ISHARES TR
-$246.0K
13,169
-37%
清仓
HOOD
ROBINHOOD MKTS INC
-$245.1K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$245.0K
2,769
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$243.1K
0
-100%
清仓
EZU
ISHARES INC
-$242.7K
0
-100%
清仓
IWM
ISHARES TR
-$242.4K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$231.7K
0
-100%
清仓
TJX
TJX COS INC NEW
-$227.2K
0
-100%
建仓
—
BROOKFIELD RENEWABLE PARTNER
+$225.4K
8,356
清仓
AGNC
AGNC INVT CORP
-$224.8K
0
-100%
清仓
PDX
PIMCO DYNAMIC INCOME STRATEG
-$224.4K
0
-100%
建仓
TFPM
TRIPLE FLAG PRECIOUS METAL
+$224.2K
6,749
减持
AMGN
AMGEN INC
-$218.8K
4,227
-26%
减持
SPDW
SPDR INDEX SHS FDS
-$208.6K
6,904
-43%
减持
EYLD
CAMBRIA ETF TR
+$206.3K
189,035
-0%
建仓
SQQQ
PROSHARES TR
+$205.5K
3,000
清仓
ALAB
ASTERA LABS INC
-$201.7K
0
-100%
清仓
—
EATON CORP PLC
-$200.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$198.5K
1,529
-44%
减持
HD
HOME DEPOT INC
-$192.8K
1,240
-19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$192.7K
1,048
-41%
减持
IWB
ISHARES TR
-$188.4K
2,642
-18%
增持
GCC
WISDOMTREE TR
+$183.2K
633,999
+3%
减持
BKNG
BOOKING HOLDINGS INC
-$180.1K
43
-43%
减持
COST
COSTCO WHSL CORP NEW
-$177.0K
531
-23%
减持
ESGE
ISHARES INC
-$169.3K
7,340
-35%
减持
AMZN
AMAZON COM INC
+$169.3K
14,157
-9%
增持
GII
SPDR INDEX SHS FDS
+$167.4K
163,337
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$146.8K
3,706
-16%
减持
GE
GE AEROSPACE
-$144.9K
893
-36%
减持
CMF
ISHARES TR
-$135.3K
54,431
-5%
增持
FCAL
FIRST TR EXCH TRADED FD III
+$130.0K
11,604
+28%
建仓
TAC
TRANSALTA CORP
+$128.6K
10,171
减持
CLS
CELESTICA INC
-$126.9K
1,015
-41%
减持
LLY
ELI LILLY & CO
+$126.8K
1,151
-21%
减持
ABT
ABBOTT LABS
-$125.6K
1,743
-32%
减持
PGR
PROGRESSIVE CORP
-$121.6K
903
-32%
减持
GOOGL
ALPHABET INC
+$121.2K
8,505
-19%
减持
ITOT
ISHARES TR
-$117.9K
3,043
-22%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$109.2K
1,400
-13%
减持
IWF
ISHARES TR
-$102.3K
1,202
-16%
减持
IEFA
ISHARES TR
-$101.2K
2,694
-31%
减持
MA
MASTERCARD INCORPORATED
-$99.5K
1,100
-14%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$94.9K
108,932
+2%
增持
KO
COCA COLA CO
+$87.1K
6,326
+18%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$82.5K
917
-29%
减持
APP
APPLOVIN CORP
-$80.2K
299
-24%
清仓
—
PROSHARES TR II
-$80.0K
0
-100%
减持
V
VISA INC
-$77.4K
2,532
-10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$75.3K
12,296
-10%
减持
ABBV
ABBVIE INC
-$68.4K
3,383
-7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$67.6K
1,088
-8%
增持
MRK
MERCK & CO INC
+$67.5K
2,819
+3%
减持
AXP
AMERICAN EXPRESS CO
-$65.0K
557
-32%
增持
NOW
SERVICENOW INC
-$62.2K
1,378
+364%
减持
UNH
UNITEDHEALTH GROUP INC
-$57.5K
2,443
-2%
减持
KLAC
KLA CORP
-$55.0K
198
-28%
减持
XSOE
WISDOMTREE TR
+$54.3K
564,622
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$53.7K
1,813
-34%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$41.3K
9,284
-31%
减持
—
EXXON MOBIL CORP
-$39.3K
3,056
-15%
减持
LRCX
LAM RESEARCH CORP
+$32.5K
1,964
-13%
减持
WMT
WALMART INC
-$32.0K
6,067
-12%
减持
—
ACCENTURE PLC IRELAND
-$31.9K
1,652
-14%
减持
AMAT
APPLIED MATLS INC
+$31.7K
986
-9%
减持
SGOV
ISHARES TR
-$28.3K
78,501
-0%
减持
GEV
GE VERNOVA INC
-$26.4K
351
-16%
减持
NEE
NEXTERA ENERGY INC
-$26.3K
4,531
-12%
减持
WFC
WELLS FARGO CO NEW
-$24.7K
2,404
-19%
增持
WDAY
WORKDAY INC
-$22.6K
973
+1%
减持
JNJ
JOHNSON & JOHNSON
+$21.4K
1,299
-3%
减持
IEMG
ISHARES INC
-$20.0K
4,079
-9%
减持
MCD
MCDONALDS CORP
-$20.0K
917
-7%
减持
GILD
GILEAD SCIENCES INC
+$16.4K
1,871
-3%
减持
CAT
CATERPILLAR INC
-$15.7K
503
-21%
减持
BAC
BANK AMERICA CORP
-$13.9K
3,842
-12%
增持
LYG
LLOYDS BANKING GROUP PLC
+$12.7K
16,089
+1%
减持
WM
WASTE MGMT INC DEL
-$12.6K
1,011
-5%
增持
MUB
ISHARES TR
+$10.7K
2,112
+4%
减持
VTI
VANGUARD INDEX FDS
-$10.2K
1,584
-4%
增持
PNC
PNC FINL SVCS GROUP INC
+$9.7K
1,006
+1%
增持
CVX
CHEVRON CORP NEW
+$9.4K
37,890
+2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$9.1K
503
-10%
减持
CSCO
CISCO SYS INC
+$9.0K
3,781
-8%
减持
SPSM
SPDR SERIES TRUST
+$8.7K
151,388
-1%
增持
DUK
DUKE ENERGY CORP NEW
-$7.2K
1,729
+2%
增持
SO
SOUTHERN CO
+$6.7K
2,400
+12%
减持
GS
GOLDMAN SACHS GROUP INC
-$6.5K
258
-12%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$5.1K
18,858
-1%
增持
—
HAFNIA LTD
-$5.1K
14,442
+5%
增持
TKC
TURKCELL ILETISIM HIZMETLERI
-$4.3K
16,820
+5%
减持
CRM
SALESFORCE INC
-$3.5K
793
-12%
增持
INTU
INTUIT
-$3.1K
520
+2%
减持
QCOM
QUALCOMM INC
+$1.7K
1,399
-2%
减持
MCK
MCKESSON CORP
+$1.3K
302
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$160
461
+5%