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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
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,383$50.6 萬0.1%−7−0.5%減碼–
AZNAstraZeneca PLCADR2,740$52.0 萬0.1%+1,097+66.8%加碼歷史
CEGConstellation Energy CorpStock2,117$52.6 萬0.1%−11−0.5%減碼歷史
RTXRTX CorpStock2,776$52.7 萬0.1%+313+12.7%加碼歷史
UNHUnitedHealth Group IncStock1,267$52.7 萬0.1%+123+10.8%加碼歷史
KOCoca Cola CoStock6,707$54.5 萬0.1%+365+5.8%加碼歷史
ADIAnalog Devices IncStock1,379$54.8 萬0.1%+318+30.0%加碼歷史
TTMITTM Technologies IncCOM2,968$55.5 萬0.1%−52−1.7%減碼歷史
MOAltria Group, Inc.Stock7,745$55.7 萬0.1%+875+12.7%加碼歷史
MRKMerck & Co., Inc.Stock4,403$56.6 萬0.1%+354+8.7%加碼歷史
BKNGBooking Holdings Inc.Stock3,179$56.7 萬0.1%−21−0.7%減碼依 25 比 1 拆股換算歷史
Vanguard Information Technology ETF92204A702ETF4,797$57.3 萬0.1%+445+10.2%加碼依 8 比 1 拆股換算–
PNCPNC Financial Services Group, Inc.Stock2,344$57.7 萬0.1%+448+23.6%加碼歷史
PGProcter & Gamble CoStock3,979$58.4 萬0.1%+593+17.5%加碼歷史
PWRQuanta Services, Inc.COM814$58.6 萬0.1%+36+4.6%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF2,487$58.9 萬0.1%+6+0.2%加碼–
INHDInno Holdings Inc.COM14,983$59.2 萬0.1%+14,983新進歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,802$59.6 萬0.1%+4+0.1%加碼–
BEBloom Energy CorpCOM CL A2,004$60.7 萬0.1%−13−0.6%減碼歷史
NEMNEWMONT CorpStock6,516$60.9 萬0.1%−11−0.2%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF1,777$60.9 萬0.1%+340+23.7%加碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL8,157$61.1 萬0.1%+8,157新進–
First Tr Exchange-Traded FD33738R886DORSEY WRIGHT23,181$62.4 萬0.1%+23,181新進–
First Tr Exchange Traded FD33738R878DORSEY WRIGHT14,255$62.4 萬0.1%+14,255新進–
ASMLASML Holding NVADR318$63.2 萬0.1%+14+4.6%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2,084$63.8 萬0.1%−19−0.9%減碼–
GEVGE Vernova Inc.Stock546$64.2 萬0.1%+93+20.5%加碼歷史
NFLXNetflix IncStock9,022$64.4 萬0.1%−132−1.4%減碼歷史
TIGOMillicom International Cellular SACOM STK7,191$65.3 萬0.1%+84+1.2%加碼歷史
MRVLMarvell Technology, Inc.COM2,198$65.5 萬0.1%+19+0.9%加碼歷史
PLTRPalantir Technologies Inc.Stock5,671$66.2 萬0.1%−3,185−36.0%減碼歷史
KGCKinross Gold CorpCOM28,244$66.7 萬0.1%−184−0.6%減碼歷史
Dimensional ETF Trust25434V641US LARGE CAP VEC8,148$67.0 萬0.1%−2,675−24.7%減碼–
WFCWells Fargo & CompanyStock8,175$67.6 萬0.1%+1,904+30.4%加碼歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A601$69.5 萬0.1%00.0%不變歷史
MAMastercard IncStock1,357$69.7 萬0.1%−176−11.5%減碼歷史
Alps ETF Tr00162Q528DYNAM US ETF10,032$70.6 萬0.1%+10,032新進–
Schwab U.S. Broad Market ETF808524102ETF25,037$72.5 萬0.1%+898+3.7%加碼–
iShares Tr46438G448LONG TERM MUNI14,277$73.1 萬0.1%+4,519+46.3%加碼–
BlackRock ETF Trust09290C806ISHA US THEM ETF17,069$73.6 萬0.1%−836−4.7%減碼–
iShares Tr464288885EAFE GRWTH ETF5,994$74.6 萬0.1%−345−5.4%減碼–
ORCLOracle CorpStock5,103$74.8 萬0.1%−554−9.8%減碼歷史
TERTeradyne, IncStock1,581$76.5 萬0.1%−271−14.6%減碼歷史
BlackRock ETF Trust09290C764ISHA IN CTRY ETF21,453$78.5 萬0.1%+4,736+28.3%加碼–
BACBank of America CorpStock13,792$78.6 萬0.1%+2,281+19.8%加碼歷史
FIXComfort Systems USA IncCOM398$78.9 萬0.1%+7+1.8%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,667$79.6 萬0.1%+64+4.0%加碼歷史
iShares Inc46434G764MSCI EMRG CHN8,083$82.7 萬0.2%−41−0.5%減碼–
ANETArista Networks, Inc.Stock4,948$84.1 萬0.2%−31−0.6%減碼歷史
PMPhilip Morris International Inc.Stock4,674$84.6 萬0.2%+459+10.9%加碼歷史
GEGeneral Electric CoStock2,301$86.0 萬0.2%+231+11.2%加碼歷史
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF5,706$86.6 萬0.2%+5,706新進–
iShares Tr46435G102CONV BD ETF7,115$86.6 萬0.2%−549−7.2%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF2,949$89.4 萬0.2%+8+0.3%加碼–
GSGoldman Sachs Group IncStock897$90.7 萬0.2%+29+3.3%加碼歷史
iShares Tr464287150CORE S&P TTL STK5,581$91.7 萬0.2%+2,613+88.0%加碼–
ABBVAbbVie Inc.Stock3,645$91.7 萬0.2%+183+5.3%加碼歷史
ASRVAmeriserv Financial IncCOM247,487$96.0 萬0.2%+1,875+0.8%加碼歷史
iShares Tr464288877EAFE VALUE ETF12,640$96.8 萬0.2%−250−1.9%減碼–
Vanguard Star FDS921909768VG TL INTL STK F11,777$100.7 萬0.2%+2,290+24.1%加碼–
SNDKSandisk CorpCOM447$101.6 萬0.2%+447新進歷史
Schwab International Equity ETF808524805ETF37,101$102.8 萬0.2%+6,308+20.5%加碼–
APHAmphenol CorpCL A6,052$106.7 萬0.2%−510−7.8%減碼歷史
PANWPalo Alto Networks IncStock3,214$109.6 萬0.2%+251+8.5%加碼歷史
iShares S&P 100 ETF464287101ETF3,067$112.2 萬0.2%−193−5.9%減碼–
DELLDell Technologies Inc.Stock2,605$112.4 萬0.2%−34−1.3%減碼歷史
XOMExxonMobil Holdings CorpCOM8,228$112.5 萬0.2%+387+4.9%加碼歷史
JNJJohnson & JohnsonStock4,511$114.6 萬0.2%+276+6.5%加碼歷史
INTCIntel CorpStock8,236$115.0 萬0.2%+1,551+23.2%加碼歷史
KLACKLA CorpCOM NEW3,874$116.9 萬0.2%+114+3.0%加碼依 10 比 1 拆股換算歷史
VVisa Inc.Stock3,523$120.9 萬0.2%+330+10.3%加碼歷史
WMTWalmart Inc.Stock10,676$120.9 萬0.2%+38+0.4%加碼歷史
Invesco QQQ Trust Series I46090E103ETF1,705$125.6 萬0.2%00.0%不變–
iShares MSCI USA Quality Factor ETF46432F339ETF5,737$125.9 萬0.2%−194−3.3%減碼–
CATCaterpillar IncStock1,190$126.8 萬0.2%+126+11.8%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF13,193$127.3 萬0.2%−1,976−13.0%減碼–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS64,047$127.4 萬0.2%−1,747−2.7%減碼歷史
AMATApplied Materials IncStock1,818$131.4 萬0.2%+139+8.3%加碼歷史
Vanguard Total International Bond ETF92203J407ETF27,244$131.9 萬0.2%+1,275+4.9%加碼–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF17,999$136.6 萬0.2%+17,999新進–
STXSeagate Technology Holdings plcORD SHS1,469$141.8 萬0.3%+62+4.4%加碼歷史
LITELumentum Holdings Inc.COM1,774$152.2 萬0.3%+20+1.1%加碼歷史
CLSCelestica IncStock4,613$168.3 萬0.3%−77−1.6%減碼歷史
iShares Tr464288414NATIONAL MUN ETF15,824$170.3 萬0.3%+366+2.4%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF4,637$171.6 萬0.3%+1,094+30.9%加碼–
COSTCostco Wholesale CorpStock1,836$171.7 萬0.3%−4−0.2%減碼歷史
IAUiShares Gold TrustETF23,505$177.5 萬0.3%+2,609+12.5%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF25,073$178.6 萬0.3%+3,140+14.3%加碼–
LRCXLam Research CorpStock4,146$179.6 萬0.3%+250+6.4%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF15,099$187.5 萬0.3%00.0%不變依 4 比 1 拆股換算–
SPDR Series Trust78464A383ST STR BACKE ETF88,003$196.3 萬0.4%+5,680+6.9%加碼–
iShares Tr46436E7180-3 MTH TREASURY20,438$205.7 萬0.4%+9,170+81.4%加碼–
BRK.BBerkshire Hathaway IncStock4,224$211.4 萬0.4%+146+3.6%加碼歷史
JPMJPMorgan Chase & CoStock6,910$226.2 萬0.4%+722+11.7%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF77,976$229.5 萬0.4%−21,815−21.9%減碼–
BlackRock ETF Trust09290C665ISHA SYST AL ETF88,911$249.4 萬0.5%+88,911新進–
iShares Flexible Income Active ETF092528603ETF48,364$253.1 萬0.5%+7,669+18.8%加碼–
Vanguard Total World Stock ETF922042742ETF16,202$254.3 萬0.5%+40+0.2%加碼–
AMDAdvanced Micro Devices IncStock4,385$254.8 萬0.5%+312+7.7%加碼歷史
TSLATesla, Inc.Stock7,290$306.6 萬0.6%+330+4.7%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