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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 136 项
建仓 17
增持 67
减持 37
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
WSGE
EA SERIES TRUST
+$18.5M
2,076,785
+58%
增持
JNJ
JOHNSON & JOHNSON
+$7.0M
29,548
+2175%
建仓
QQQ
INVESCO QQQ TR
+$6.1M
10,556
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。
建仓
XLV
SELECT SECTOR SPDR TR
+$6.0M
41,168
增持
AMGN
AMGEN INC
+$5.9M
20,715
+390%
建仓
XLK
SELECT SECTOR SPDR TR
+$4.7M
35,663
减持
VOO
VANGUARD INDEX FDS
-$3.6M
89,882
-2%
增持
CVX
CHEVRON CORPORATION
+$2.1M
38,091
+1%
减持
GLDM
WORLD GOLD TR
-$2.0M
156,173
-19%
减持
TSLA
TESLA INC
-$2.0M
5,570
-38%
增持
AMZN
AMAZON COM INC
+$1.1M
20,999
+48%
减持
MSFT
MICROSOFT CORP
-$969.8K
8,453
-0%
减持
NVDA
NVIDIA CORPORATION
-$810.5K
40,671
-4%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$664.9K
11,264
建仓
BE
BLOOM ENERGY CORP
+$626.0K
4,620
减持
GOOG
ALPHABET INC
-$429.7K
13,471
-2%
建仓
AGNC
AGNC INVT CORP
+$417.1K
41,590
清仓
INTU
INTUIT
-$344.5K
0
-100%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$339.0K
679,158
+4%
建仓
HOOD
ROBINHOOD MKTS INC
+$283.1K
4,085
减持
AVGO
BROADCOM INC
-$280.1K
7,125
-1%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$279.9K
0
-100%
减持
XSOE
WISDOMTREE TR
-$258.9K
542,958
-4%
建仓
TRV
TRAVELERS COMPANIES INC
+$246.8K
846
建仓
MDY
STATE STR SPDR S&P MIDCAP 40
+$246.7K
400
减持
LLY
ELI LILLY & CO
-$243.6K
1,080
-6%
建仓
T
AT&T INC
+$242.4K
8,362
清仓
QCOM
QUALCOMM INC
-$239.3K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$230.3K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$224.1K
0
-100%
清仓
ABT
ABBOTT LABS
-$218.4K
0
-100%
建仓
PEP
PEPSICO INC
+$216.2K
1,392
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$216.1K
0
-100%
建仓
HSBC
HSBC HLDGS PLC
+$214.5K
2,600
增持
COST
COSTCO WHOLESALE CORPORATION
+$211.7K
672
+27%
清仓
BAC
BANK AMERICA CORP
-$211.3K
0
-100%
清仓
NOW
SERVICENOW INC
-$211.1K
0
-100%
清仓
CRM
SALESFORCE INC
-$210.1K
0
-100%
建仓
NEM
NEWMONT CORP
+$209.6K
1,936
清仓
WDAY
WORKDAY INC
-$209.1K
0
-100%
增持
META
META PLATFORMS INC
-$208.5K
2,648
+1%
建仓
—
CHUBB LTD SWITZ
+$206.6K
634
清仓
AXP
AMERICAN EXPRESS CO
-$206.1K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$205.6K
0
-100%
清仓
SQQQ
PROSHARES TR
-$205.5K
0
-100%
建仓
NVS
NOVARTIS AG
+$203.6K
1,333
建仓
GLD
SPDR GOLD TR
+$202.7K
471
建仓
DIS
DISNEY WALT CO
+$201.9K
2,095
清仓
APP
APPLOVIN CORP
-$201.5K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$193.0K
2,267
-7%
增持
—
EXXON MOBIL CORP
+$186.2K
3,265
+7%
增持
IVAL
EA SERIES TRUST
+$177.1K
45,510
+5%
增持
GOOGL
ALPHABET INC
-$174.6K
8,651
+2%
增持
SGOV
ISHARES TR
+$162.5K
79,897
+2%
减持
V
VISA INC
-$162.3K
2,401
-5%
增持
ORCL
ORACLE CORP
-$159.4K
5,121
+9%
减持
XONE
BONDBLOXX ETF TRUST
-$151.9K
114,873
-3%
减持
XHLF
BONDBLOXX ETF TRUST
-$143.9K
125,329
-2%
减持
EYLD
CAMBRIA ETF TR
+$140.5K
178,367
-6%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$134.8K
115,371
+6%
增持
GEV
GE VERNOVA INC
+$132.9K
415
+18%
增持
QEFA
SPDR INDEX SHS FDS
+$127.7K
21,700
+4%
减持
USFR
WISDOMTREE TR
-$127.1K
116,816
-2%
增持
AAPL
APPLE INC
-$122.8K
18,602
+4%
增持
LRCX
LAM RESEARCH CORP
+$116.1K
2,117
+8%
增持
—
ACCENTURE PLC IRELAND
-$106.3K
1,700
+3%
减持
GII
SPDR INDEX SHS FDS
+$105.6K
151,298
-7%
增持
QVAL
EA SERIES TRUST
+$99.1K
19,026
+4%
增持
AMAT
APPLIED MATLS INC
+$97.7K
1,027
+4%
增持
KLAC
KLA CORP
+$96.6K
229
+16%
增持
WMT
WALMART INC
+$95.8K
6,209
+2%
增持
TAC
TRANSALTA CORP
+$90.9K
12,000
+18%
增持
FCAL
FIRST TR EXCH TRADED FD III
+$86.9K
13,481
+16%
增持
CAT
CATERPILLAR INC
+$81.0K
521
+4%
增持
JPM
JPMORGAN CHASE & CO
-$78.5K
3,060
+1%
增持
IEMG
ISHARES INC
+$77.1K
5,036
+23%
减持
GUNR
FLEXSHARES TR
+$76.9K
10,917
-5%
增持
MRK
MERCK & CO INC
+$74.8K
3,089
+10%
减持
SPSM
SPDR SERIES TRUST
+$73.9K
148,342
-2%
增持
IEFA
ISHARES TR
+$70.8K
3,444
+28%
增持
CSCO
CISCO SYS INC
+$68.8K
4,641
+23%
增持
CLS
CELESTICA INC
+$66.7K
1,302
+28%
增持
KO
COCA COLA CO
+$63.0K
6,644
+5%
增持
NEE
NEXTERA ENERGY INC
+$62.8K
4,593
+1%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$60.1K
17,896
-5%
减持
IWB
ISHARES TR
-$59.9K
2,599
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$58.1K
4,106
+11%
增持
MA
MASTERCARD INCORPORATED
-$51.9K
1,153
+5%
减持
HD
HOME DEPOT INC
-$47.7K
1,153
-7%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$44.1K
955
+4%
增持
MCK
MCKESSON CORP
+$42.2K
335
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$42.1K
1,107
+6%
增持
SOXX
ISHARES TR
+$41.4K
859
+7%
减持
GNR
SPDR INDEX SHS FDS
+$40.5K
150,046
-16%
增持
GILD
GILEAD SCIENCES INC
+$38.9K
1,927
+3%
减持
VNQ
VANGUARD INDEX FDS
-$38.6K
2,327
-16%
增持
—
HAFNIA LTD
+$35.8K
14,844
+3%
增持
MUB
ISHARES TR
+$34.9K
2,460
+16%
减持
IAU
ISHARES GOLD TR
+$30.2K
4,695
-1%
增持
PG
PROCTER & GAMBLE CO
+$25.1K
1,691
+11%
增持
RTX
RTX CORPORATION
+$25.0K
2,339
+1%
增持
SPYG
SPDR SERIES TRUST
+$24.6K
3,765
+17%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$24.0K
7,118
-0%
增持
SDG
ISHARES TR
+$23.8K
4,992
+6%
减持
QUAL
ISHARES TR
-$22.3K
1,666
-3%
增持
MCD
MCDONALDS CORP
+$22.2K
973
+6%
增持
WM
WASTE MGMT INC DEL
+$21.0K
1,058
+5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$19.8K
555
+10%
减持
DUK
DUKE ENERGY CORP NEW
+$19.7K
1,698
-2%
增持
ABBV
ABBVIE INC
-$19.7K
3,464
+2%
增持
ESGD
ISHARES TR
+$18.9K
4,556
+4%
减持
SPMD
SPDR SERIES TRUST
+$18.4K
168,642
-2%
增持
GE
GE AEROSPACE
-$16.3K
912
+2%
增持
SPYV
SPDR SERIES TRUST
+$15.6K
7,185
+4%
增持
ESGE
ISHARES INC
+$15.4K
7,468
+2%
减持
FMB
FIRST TR EXCH TRADED FD III
-$14.7K
15,185
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$14.2K
12,709
-1%
减持
SO
SOUTHERN CO
+$12.9K
2,302
-4%
增持
TKC
TURKCELL ILETISIM
+$12.9K
17,392
+3%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$11.4K
19,551
-1%
增持
LYG
LLOYDS BANKING GROUP PLC
+$11.2K
19,177
+19%
减持
IWD
ISHARES TR
-$11.1K
2,088
-4%
增持
TFPM
TRIPLE FLAG PRECIOUS METAL
+$11.0K
6,775
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.8K
1,491
+7%
增持
SPDW
SPDR INDEX SHS FDS
+$9.4K
6,923
+0%
增持
CMF
ISHARES TR
-$8.3K
54,859
+1%
减持
GCC
WISDOMTREE TR
+$8.2K
560,456
-12%
增持
GS
GOLDMAN SACHS GROUP INC
-$7.7K
259
+0%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$6.0K
9,716
+5%
减持
IVLU
ISHARES TR
+$5.4K
12,765
-3%
减持
NFLX
NETFLIX INC.
-$4.8K
5,663
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.9K
1,928
+6%
增持
VTI
VANGUARD INDEX FDS
-$3.6K
1,644
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.2K
12,190
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$189
1,010
+0%
增持
EFIV
SPDR SERIES TRUST
-$157
9,490
+5%
