跳到主要內容

Ewa, LLC

SEC CIK
0001835252
最新申報
2026/7/14

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/7/14 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
332
較 2026 年第 1 季 +51
總值
$5.48 億
較 2026 年第 1 季 +$1.07 億 (+24.3%)
申報日
2026/7/14
SEC
Ewa, LLC 在 2026 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
AMPXAmprius Technologies, Inc.COMMON STOCK19,240$26.7 萬<0.1%−311−1.6%減碼歷史
TELTE Connectivity plcStock1,325$26.7 萬<0.1%+152+13.0%加碼歷史
iShares Tr464287549EXPND TEC SC ETF1,639$26.8 萬<0.1%−140−7.9%減碼–
VSTVistra Corp.Stock1,695$26.9 萬<0.1%−54−3.1%減碼歷史
URIUnited Rentals, Inc.COM238$26.9 萬<0.1%+238新進歷史
XYZBlock, Inc.CL A3,605$27.4 萬<0.1%+3,605新進歷史
CDNSCadence Design Systems IncStock732$27.5 萬0.1%−15−2.0%減碼歷史
PSXPhillips 66Stock1,625$27.5 萬0.1%+106+7.0%加碼歷史
AXPAmerican Express CoStock813$27.5 萬0.1%+44+5.7%加碼歷史
BROBrown & Brown, Inc.Stock4,303$27.6 萬0.1%+4,303新進歷史
CFGCitizens Financial Group IncCOM3,992$28.0 萬0.1%+201+5.3%加碼歷史
SITMSITIME CorpCOM381$28.4 萬0.1%+381新進歷史
QCOMQualcomm IncStock1,541$28.5 萬0.1%+1,541新進歷史
ORLYO Reilly Automotive IncStock3,116$28.7 萬0.1%+398+14.6%加碼歷史
CWCurtiss Wright CorpStock380$28.8 萬0.1%+3+0.8%加碼歷史
HUTHut 8 Corp.COM2,497$28.8 萬0.1%+2,497新進歷史
COPConocoPhillipsStock2,778$28.9 萬0.1%+2,778新進歷史
CVSCVS Health CorpStock2,796$28.9 萬0.1%+2,796新進歷史
WTSWatts Water Technologies IncCL A744$29.1 萬0.1%−17−2.2%減碼歷史
GRMNGarmin LtdSHS1,230$29.2 萬0.1%+27+2.2%加碼歷史
SHELShell plcADR3,786$29.4 萬0.1%+1,612+74.1%加碼歷史
RSGRepublic Services, Inc.COM1,378$29.4 萬0.1%+139+11.2%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF3,348$29.4 萬0.1%+562+20.2%加碼–
TRLVTrulieve Cannabis Corp.SUB VTG SHS30,243$29.7 萬0.1%+30,243新進歷史
LINLinde PLCStock574$29.8 萬0.1%+85+17.4%加碼歷史
Defiance Quantum ETF26922A420ETF1,804$29.8 萬0.1%+1,804新進–
WMWaste Management IncStock1,352$30.1 萬0.1%+211+18.5%加碼歷史
BABoeing CoStock1,404$30.4 萬0.1%−51−3.5%減碼歷史
COFCapital One Financial CorpStock1,522$30.5 萬0.1%+75+5.2%加碼歷史
FDXFedEx CorpStock979$30.7 萬0.1%+19+2.0%加碼歷史
AMEAmetek IncCOM1,279$30.9 萬0.1%−6−0.5%減碼歷史
Invesco Exch Traded FD Tr II46138E875DORSEY WRGT DVLP5,536$30.9 萬0.1%+5,536新進–
First Tr Exchange-Traded FD33738R712DORSEYWRGT ETF10,529$31.3 萬0.1%+10,529新進–
MCDMcDonalds CorpStock1,159$31.3 萬0.1%−16−1.4%減碼歷史
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG9,405$31.4 萬0.1%+9,405新進–
CIENCiena CorpCOM NEW661$32.4 萬0.1%+31+4.9%加碼歷史
CVNACarvana Co.CL A4,950$32.6 萬0.1%+95+2.0%加碼依 5 比 1 拆股換算歷史
EQIXEquinix IncCOM313$32.6 萬0.1%+95+43.6%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,059$33.6 萬0.1%+98+10.2%加碼歷史
PLDPrologis, Inc.REIT2,499$33.8 萬0.1%+40+1.6%加碼歷史
RMBSRambus IncCOM2,565$34.0 萬0.1%−32−1.2%減碼歷史
MFGMizuho Financial Group IncSPONSORED ADR35,880$34.4 萬0.1%−66−0.2%減碼歷史
TXNTexas Instruments IncStock1,159$34.5 萬0.1%+80+7.4%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF2,394$35.1 萬0.1%+10.0%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,458$35.4 萬0.1%+425+41.1%加碼–
AEPAmerican Electric Power Co IncStock2,593$35.5 萬0.1%+73+2.9%加碼歷史
iShares Russell 2000 ETF464287655ETF1,194$35.9 萬0.1%+1+0.1%加碼–
iShares Russell 1000 Value ETF464287598ETF1,497$36.3 萬0.1%−28−1.8%減碼–
NTAPNetApp, Inc.Stock2,383$36.9 萬0.1%+106+4.7%加碼歷史
ALVAutoliv IncCOM3,202$37.2 萬0.1%−136−4.1%減碼歷史
ETNEaton Corp plcStock876$37.3 萬0.1%+68+8.4%加碼歷史
IVZInvesco Ltd.Stock14,282$37.7 萬0.1%+1,792+14.3%加碼歷史
iShares Inc46434G780MSCI SINGPOR ETF12,886$38.2 萬0.1%+219+1.7%加碼–
ALLAllstate CorpStock1,605$38.2 萬0.1%+208+14.9%加碼歷史
APPAppLovin CorpCOM CL A742$38.2 萬0.1%+98+15.2%加碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF4,380$38.4 萬0.1%−142−3.1%減碼–
PGRProgressive CorpStock1,768$38.6 萬0.1%+688+63.7%加碼歷史
iShares Tr464288109MORNINGSTAR VALU3,827$38.7 萬0.1%−528−12.1%減碼–
TSCOTractor Supply CoCOM12,343$39.0 萬0.1%+12,343新進歷史
TJXTJX Companies IncStock2,588$39.2 萬0.1%+373+16.8%加碼歷史
VLOValero Energy CorpStock1,505$39.2 萬0.1%+11+0.7%加碼歷史
POWLPowell Industries IncStock1,375$39.4 萬0.1%−29−2.1%減碼依 3 比 1 拆股換算歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF3,999$39.6 萬0.1%+3,999新進–
INTUIntuit Inc.Stock1,548$40.4 萬0.1%+862+125.7%加碼歷史
iShares Tr46429B499MSCI NORWAY ETF12,932$40.6 萬0.1%+574+4.6%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM7,199$40.7 萬0.1%+7,199新進–
iShares Inc464286749MSCI SWITZERLAND6,489$40.8 萬0.1%+112+1.8%加碼–
ESLTElbit Systems LtdStock539$40.9 萬0.1%00.0%不變歷史
WDCWestern Digital CorpCOM641$40.9 萬0.1%+641新進歷史
AMGNAmgen IncStock1,131$41.0 萬0.1%+138+13.9%加碼歷史
Advisorshares Tr00768Y453PURE US CANN ETF81,039$41.2 萬0.1%00.0%不變–
TAT&T Inc.Stock20,153$41.7 萬0.1%+3,727+22.7%加碼歷史
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF6,227$42.1 萬0.1%−493−7.3%減碼–
SHOPShopify Inc.Stock3,768$43.0 萬0.1%−128−3.3%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF7,242$43.2 萬0.1%+7,242新進–
CRWDCrowdStrike Holdings, Inc.Stock569$43.4 萬0.1%+569新進歷史
NVMINova Ltd.COM800$43.4 萬0.1%−6−0.7%減碼歷史
iShares Tr46429B606MSCI POLAND ETF11,315$43.7 萬0.1%+83+0.7%加碼–
NVSNovartis AGADR2,790$43.7 萬0.1%+4+0.1%加碼歷史
MSIMotorola Solutions, Inc.Stock1,059$44.0 萬0.1%−82−7.2%減碼歷史
ABTAbbott LaboratoriesStock4,847$44.0 萬0.1%+4,847新進歷史
HDHome Depot, Inc.Stock1,248$44.0 萬0.1%−397−24.1%減碼歷史
GLWCorning IncCOM1,726$44.1 萬0.1%+1,726新進歷史
Vanguard Morningstar Value ETF922908744ETF2,053$44.8 萬0.1%−8−0.4%減碼–
TTTrane Technologies plcSHS912$44.8 萬0.1%+94+11.5%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW4,765$45.3 萬0.1%+142+3.1%加碼歷史
MSMorgan StanleyStock2,180$45.6 萬0.1%+192+9.7%加碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF12,898$47.1 萬0.1%00.0%不變–
AJGArthur J. Gallagher & Co.COM2,058$47.3 萬0.1%+2,058新進歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR20,065$47.3 萬0.1%−1,663−7.7%減碼歷史
iShares Inc464286533MSCI EMERG MRKT6,287$47.3 萬0.1%−8−0.1%減碼–
ESEEsco Technologies IncCOM1,353$47.4 萬0.1%−7−0.5%減碼歷史
Vanguard World FD921910873MEGA CAP INDEX1,731$47.4 萬0.1%+4+0.2%加碼–
IBMInternational Business Machines CorpStock1,709$48.1 萬0.1%−120−6.6%減碼歷史
CVXChevron CorpStock2,918$48.4 萬0.1%+205+7.6%加碼歷史
First Tr Exch Traded FD III33739P608RIVRFRNT DYN DEV5,612$48.9 萬0.1%+5,612新進–
HOODRobinhood Markets, Inc.Stock4,949$49.6 萬0.1%+466+10.4%加碼歷史
MPWRMonolithic Power Systems, Inc.COM360$49.7 萬0.1%+6+1.7%加碼歷史
GILDGilead Sciences, Inc.Stock3,938$49.8 萬0.1%+798+25.4%加碼歷史
CCitigroup IncStock3,606$50.5 萬0.1%+171+5.0%加碼歷史

2026 年第 1 季之後清倉(20 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Ewa, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
Vanguard Malvern FDS922020748CORE BD ETF4,617$35.7 萬0.1%–
ICEIntercontinental Exchange, Inc.Stock1,872$29.4 萬0.1%歷史
HONHoneywell International IncCOM1,290$29.2 萬0.1%歷史
CMECME Group Inc.COM837$24.7 萬0.1%歷史
TMOThermo Fisher Scientific Inc.Stock474$23.3 萬0.1%歷史
LOWLowes Companies IncStock914$21.6 萬<0.1%歷史
CACICACI International IncCL A395$21.5 萬<0.1%歷史
SYKStryker CorpStock653$21.5 萬<0.1%歷史
UBERUber Technologies, IncStock2,978$21.4 萬<0.1%歷史
EXCExelon CorpStock4,254$20.9 萬<0.1%歷史
AUAngloGold Ashanti PLCCOM SHS2,116$20.6 萬<0.1%歷史
BMYBristol Myers Squibb CoStock3,392$20.6 萬<0.1%歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL2,182$20.5 萬<0.1%–
LRNStride, Inc.COM2,315$20.4 萬<0.1%歷史
EEni SpASPONSORED ADR3,573$20.2 萬<0.1%歷史
iShares MSCI Eafe ETF464287465ETF2,074$20.1 萬<0.1%–
SAPSAP SEADR1,173$20.1 萬<0.1%歷史
RDYDr Reddys Laboratories LtdADR10,251$14.2 萬<0.1%歷史
SANBanco Santander, S.A.ADR10,014$11.3 萬<0.1%歷史
JFINJiayin Group Inc.SPONSORED ADS10,764$4.51 萬<0.1%歷史