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Ewa, LLC

SEC CIK
0001835252
最新申報
2026/7/14

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/7/18 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
219
較 2025 年第 1 季 +37
總值
$3.18 億
較 2025 年第 1 季 +$4,859 萬 (+18.1%)
申報日
2025/7/18
SEC
Ewa, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HCTIHealthcare Triangle, Inc.COM NEW28,372$789<0.1%+28,372新進歷史
INTSIntensity Therapeutics, Inc.COM16,032$4,922<0.1%+16,032新進歷史
NINENine Energy Service, Inc.COM10,754$8,292<0.1%−9,273−46.3%減碼歷史
LONALeonaBio, Inc.COM35,765$1.08 萬<0.1%+35,765新進歷史
VIPVulcan Infrastructure & Power Inc.CLASS A COM11,528$1.49 萬<0.1%+11,528新進歷史
FOSLFossil Group, Inc.COM10,704$1.58 萬<0.1%+10,704新進歷史
UPWheels Up Experience Inc.COM CL A16,305$1.74 萬<0.1%−26,446−61.9%減碼歷史
TNYATenaya Therapeutics, Inc.COM29,664$1.81 萬<0.1%+29,664新進歷史
CCCCC4 Therapeutics, Inc.COM STK16,643$2.38 萬<0.1%+16,643新進歷史
ABTCAmerican Bitcoin Corp.COM33,428$2.95 萬<0.1%+33,428新進歷史
BZFDBuzzFeed, Inc.CL A NEW17,275$3.46 萬<0.1%+460+2.7%加碼歷史
LULufax Holding LtdSPONSORED ADR13,660$3.81 萬<0.1%−71−0.5%減碼歷史
SYSo-Young International Inc.SPONSORED ADS13,741$4.26 萬<0.1%−5,166−27.3%減碼歷史
WITWipro LtdSPON ADR 1 SH15,869$4.79 萬<0.1%+419+2.7%加碼歷史
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT11,578$5.27 萬<0.1%+143+1.3%加碼歷史
TLSATiziana Life Sciences LtdCOM47,087$7.44 萬<0.1%−514−1.1%減碼歷史
KNOPKNOT Offshore Partners LPCOM UNITS12,265$7.68 萬<0.1%+29+0.2%加碼歷史
AMPXAmprius Technologies, Inc.COMMON STOCK19,013$8.00 萬<0.1%+19,013新進歷史
HUYAHUYA Inc.ADS REP SHS A24,406$8.59 萬<0.1%+7,777+46.8%加碼歷史
KMDAKamada LtdSHS11,330$8.78 萬<0.1%+183+1.6%加碼歷史
HOSHornbeck Offshore Services, Inc.Stock14,978$9.35 萬<0.1%−532−3.4%減碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD15,529$10.5 萬<0.1%−52−0.3%減碼歷史
CGENCompugen LtdORD60,688$10.8 萬<0.1%−4,554−7.0%減碼歷史
QSIQuantum-Si IncCOM CL A68,200$13.4 萬<0.1%−10,488−13.3%減碼歷史
BRF SA10552T107SPONSORED ADR37,370$13.6 萬<0.1%−472−1.2%減碼–
AMCRAmcor plcORD16,914$15.5 萬<0.1%+16,914新進歷史
RDYDr Reddys Laboratories LtdADR11,239$16.9 萬0.1%−180−1.6%減碼歷史
AFYAAfya LtdCL A COM10,232$18.3 萬0.1%−151−1.5%減碼歷史
JFINJiayin Group Inc.SPONSORED ADS11,694$18.7 萬0.1%00.0%不變歷史
Advisorshares Tr00768Y453PURE US CANN ETF81,039$19.5 萬0.1%00.0%不變–
CVXChevron CorpStock1,401$20.1 萬0.1%+133+10.5%加碼歷史
CMECME Group Inc.COM732$20.2 萬0.1%+732新進歷史
PLDPrologis, Inc.REIT1,936$20.4 萬0.1%+106+5.8%加碼歷史
MFGMizuho Financial Group IncSPONSORED ADR36,752$20.4 萬0.1%−80.0%減碼歷史
CICigna GroupStock623$20.6 萬0.1%+623新進歷史
TMETencent Music Entertainment GroupSPON ADS10,613$20.7 萬0.1%+164+1.6%加碼歷史
WTSWatts Water Technologies IncCL A842$20.7 萬0.1%+842新進歷史
First Trust Dow Jones Internet Index Fund33733E302ETF784$21.1 萬0.1%+784新進–
CBChubb LtdStock732$21.2 萬0.1%+732新進歷史
MSMorgan StanleyStock1,507$21.2 萬0.1%+1,507新進歷史
LINLinde PLCStock453$21.2 萬0.1%+453新進歷史
CCitigroup IncStock2,497$21.3 萬0.1%+2,497新進歷史
CRWDCrowdStrike Holdings, Inc.Stock418$21.3 萬0.1%+418新進歷史
ASMLASML Holding NVADR269$21.6 萬0.1%+269新進歷史
TTTrane Technologies plcSHS495$21.7 萬0.1%+495新進歷史
iShares Tr464287549EXPND TEC SC ETF1,929$21.7 萬0.1%+1,929新進–
CHKPCheck Point Software Technologies LtdORD984$21.8 萬0.1%+32+3.4%加碼歷史
MCDMcDonalds CorpStock750$21.9 萬0.1%+750新進歷史
ORLYO Reilly Automotive IncStock2,435$21.9 萬0.1%+50+2.1%加碼依 15 比 1 拆股換算歷史
ETNEaton Corp plcStock620$22.1 萬0.1%+620新進歷史
AMGNAmgen IncStock796$22.2 萬0.1%+796新進歷史
VZVerizon Communications IncStock5,138$22.2 萬0.1%+5,138新進歷史
NVMINova Ltd.COM818$22.5 萬0.1%+818新進歷史
iShares Tr464288158SHRT NAT MUN ETF2,121$22.6 萬0.1%+2,121新進–
ADIAnalog Devices IncStock954$22.7 萬0.1%+954新進歷史
GRMNGarmin LtdSHS1,094$22.8 萬0.1%+13+1.2%加碼歷史
ABTAbbott LaboratoriesStock1,680$22.9 萬0.1%+1,680新進歷史
BABoeing CoStock1,095$22.9 萬0.1%+1,095新進歷史
AEPAmerican Electric Power Co IncStock2,230$23.1 萬0.1%+63+2.9%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW3,820$23.2 萬0.1%+296+8.4%加碼歷史
FASTFastenal CoStock5,558$23.3 萬0.1%+62+1.1%加碼依 2 比 1 拆股換算歷史
SEZLSezzle Inc.COM1,311$23.5 萬0.1%+1,311新進歷史
Cyberark Software LtdM2682V108SHS582$23.7 萬0.1%+582新進–
RCLRoyal Caribbean Cruises LtdCOM759$23.8 萬0.1%+759新進歷史
MUSAMurphy USA Inc.COM585$23.8 萬0.1%−9−1.5%減碼歷史
MCOMoodys CorpStock480$24.1 萬0.1%+3+0.6%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF9,859$24.1 萬0.1%−611−5.8%減碼–
MPWRMonolithic Power Systems, Inc.COM331$24.2 萬0.1%−18−5.2%減碼歷史
WMWaste Management IncStock1,058$24.2 萬0.1%+37+3.6%加碼歷史
PWRQuanta Services, Inc.COM643$24.3 萬0.1%+643新進歷史
STNStantec IncCOM2,240$24.3 萬0.1%+2,240新進歷史
AMEAmetek IncCOM1,361$24.6 萬0.1%−21−1.5%減碼歷史
HONHoneywell International IncCOM1,058$24.6 萬0.1%+70+7.1%加碼歷史
CARRCarrier Global CorpStock3,388$24.8 萬0.1%−102−2.9%減碼歷史
ICEIntercontinental Exchange, Inc.Stock1,363$25.0 萬0.1%+50+3.8%加碼歷史
SNPSSynopsys IncCOM488$25.0 萬0.1%−19−3.7%減碼歷史
DUKDuke Energy CORPStock2,121$25.0 萬0.1%+255+13.7%加碼歷史
TIGOMillicom International Cellular SACOM STK6,757$25.3 萬0.1%+118+1.8%加碼歷史
TDGTransDigm Group INCCOM167$25.4 萬0.1%+9+5.7%加碼歷史
EQTEQT CorpStock4,390$25.6 萬0.1%−173−3.8%減碼歷史
CTASCintas CorpStock1,150$25.6 萬0.1%+32+2.9%加碼歷史
ESLTElbit Systems LtdStock573$25.8 萬0.1%−2−0.3%減碼歷史
ESEEsco Technologies IncCOM1,363$26.2 萬0.1%−11−0.8%減碼歷史
ACNAccenture plcStock892$26.7 萬0.1%−524−37.0%減碼歷史
MSTRStrategy IncStock662$26.8 萬0.1%+662新進歷史
COFCapital One Financial CorpStock1,262$26.8 萬0.1%+1,262新進歷史
DSGXDescartes Systems Group IncCOM2,651$26.9 萬0.1%−6−0.2%減碼歷史
NTAPNetApp, Inc.Stock2,535$27.0 萬0.1%+131+5.4%加碼歷史
TRIThomson Reuters CorpCOM NO PAR1,376$27.7 萬0.1%+8+0.6%加碼歷史
CRCLCircle Internet Group, Inc.COM CL A1,540$27.9 萬0.1%+1,540新進歷史
CATCaterpillar IncStock726$28.2 萬0.1%−79−9.8%減碼歷史
ALLAllstate CorpStock1,416$28.5 萬0.1%+15+1.1%加碼歷史
NVSNovartis AGADR2,371$28.7 萬0.1%+161+7.3%加碼歷史
LRCXLam Research CorpStock2,963$28.8 萬0.1%+2,963新進歷史
RTXRTX CorpStock1,993$29.1 萬0.1%+1,993新進歷史
BEKEKE Holdings Inc.SPONSORED ADS16,417$29.1 萬0.1%+278+1.7%加碼歷史
RACEFerrari N.V.COM595$29.2 萬0.1%+31+5.5%加碼歷史
iShares Russell 1000 Value ETF464287598ETF1,528$29.7 萬0.1%+4+0.3%加碼–
KLACKLA CorpCOM NEW331$29.7 萬0.1%−8−2.4%減碼歷史
SPGIS&P Global Inc.Stock568$29.9 萬0.1%+27+5.0%加碼歷史

2025 年第 1 季之後清倉(14 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

Ewa, LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
iShares Tr46434V456MSCI INTL QUALTY9,861$39.1 萬0.1%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD5,041$25.0 萬0.1%–
ADBEAdobe Inc.Stock565$21.7 萬0.1%歷史
CDNSCadence Design Systems IncStock827$21.0 萬0.1%歷史
PAYXPaychex IncStock1,347$20.8 萬0.1%歷史
Vanguard Morningstar Value ETF922908744ETF1,197$20.7 萬0.1%–
Schwab U.S. Mid-Cap ETF808524508ETF7,857$20.6 萬0.1%–
HLNHaleon plcADR19,365$19.9 萬0.1%歷史
HLITHarmonic Inc.COM10,727$10.3 萬<0.1%歷史
GBIOGeneration Bio Co.COM92,901$3.76 萬<0.1%歷史
VVOSVivos Therapeutics, Inc.COM NEW10,464$2.98 萬<0.1%歷史
NOTVInotiv, Inc.COM10,740$2.37 萬<0.1%歷史
RJETRepublic Airways Holdings Inc.COM NEW12,536$9,816<0.1%歷史
FOXOFoxo Technologies Inc.CL A NEW25,264$3,107<0.1%歷史