13F 机构持仓

Weil Company, Inc.

SAN DIEGO CA · SEC CIK 0001318011

2026Q22026Q1 更早 9 个季度 🔒
$5.68亿2026Q2 申报市值
133持仓数
50.0%前十大占比 · 第一大 9.4%
18 / 4新建仓 / 清仓
申报市值走势$5.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 9.4%
DYNF 6.7%
BRTR 5.8%
AAPL 5.4%
NEAR 5.2%
PSA 4.3%
VT 4.1%
INTF 3.5%
CORO 3.0%
VTV 2.6%

2026Q2 买入最多 按季末市值估算

NEAR 新建仓+$2,956.78万
VOO 加仓+$1,610.03万
DYNF 加仓+$1,587.27万
VTV 新建仓+$1,498.30万
CORO 加仓+$745.34万

2026Q2 卖出最多 按季末市值估算

JAVA 减仓-$935.15万
PVAL 减仓-$740.23万
BNY MELLON ETF T 减仓-$379.53万
GOOGL 减仓-$155.88万
FELV 减仓-$139.70万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
MXL MAXLINEAR INC $00.00%0 -22,100-100.0% -$38.43万 清仓
MA MASTERCARD INCORPORATED $00.00%0 -539-100.0% -$26.92万 清仓
LRGF ISHARES TR $00.00%0 -3,166-100.0% -$20.89万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,045-100.0% -$20.61万 清仓
IWM ISHARES TR $20.10万0.04%669 669— $20.10万 新建仓
WMT WALMART INC $20.54万0.04%1,813 1,813— $20.54万 新建仓
XYL XYLEM INC $21.11万0.04%1,786 00.0% — 不变
IONQ IONQ INC $21.30万0.04%4,000 -2,000-33.3% -$10.65万 重新持有
BAC BANK OF AMER CORP $21.41万0.04%3,758 100.3% $570 重新持有
CSCO CISCO SYS INC $22.17万0.04%1,888 1,888— $22.17万 新建仓
GD GENERAL DYNAMICS CORP $22.69万0.04%641 30.5% $1,062 加仓
FXE INVESCO CURRENCYSHARES EURO $22.73万0.04%2,156 2,156— $22.73万 新建仓
— DIMENSIONAL ETF TRUST $23.15万0.04%3,312 00.0% — 不变
TROW PRICE T ROWE GROUP INC $24.57万0.04%2,162 562.7% $6,365 重新持有
CRWD CROWDSTRIKE HLDGS INC $24.85万0.04%326 326— $24.85万 新建仓
KMB KIMBERLY-CLARK CORP $24.85万0.04%2,264 00.0% — 不变
QCOM QUALCOMM INC $24.93万0.04%1,349 -9-0.7% -$1,663 重新持有
IJS ISHARES TR $25.33万0.04%1,853 00.0% — 不变
MU MICRON TECHNOLOGY INC $25.81万0.05%224 224— $25.81万 新建仓
GEV GE VERNOVA INC $25.82万0.05%220 220— $25.82万 新建仓
IJJ ISHARES TR $26.06万0.05%1,764 00.0% — 不变
DIS DISNEY WALT CO $27.56万0.05%2,863 00.0% — 不变
SCCO SOUTHERN COPPER CORP $28.42万0.05%1,631 161.0% $2,788 加仓
VYM VANGUARD WHITEHALL FDS $29.49万0.05%1,866 00.0% — 不变
C CITIGROUP INC $29.64万0.05%2,118 00.0% — 不变
SSB SOUTHSTATE BK CORP $29.67万0.05%2,970 00.0% — 不变
OKE ONEOK INC NEW $31.99万0.06%3,679 431.2% $3,739 加仓
ACWI ISHARES TR $33.17万0.06%2,113 -79-3.6% -$1.24万 减仓
ESML ISHARES TR $34.26万0.06%6,126 -274-4.3% -$1.53万 减仓
MCK MCKESSON CORP $35.02万0.06%463 -49-9.6% -$3.71万 减仓
LUV SOUTHWEST AIRLS CO $36.31万0.06%7,062 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $36.78万0.06%704 385.7% $1.99万 加仓
VICR VICOR CORP $37.98万0.07%1,000 1,000— $37.98万 新建仓
HSBC HSBC HLDGS PLC $38.04万0.07%4,000 00.0% — 不变
GE GE AEROSPACE $38.05万0.07%1,018 00.0% — 不变
ET ENERGY TRANSFER L P $38.21万0.07%19,983 200.1% $382 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $41.55万0.07%8,140 -7,731-48.7% -$39.47万 减仓
ABBV ABBVIE INC $41.62万0.07%1,654 -130-7.3% -$3.27万 减仓
CRCL CIRCLE INTERNET GROUP INC $41.81万0.07%6,676 6,676— $41.81万 新建仓
EQT EQT CORP $42.54万0.07%8,000 00.0% — 不变
UTES ETFIS SER TR I $43.32万0.08%5,300 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $45.78万0.08%788 788— $45.78万 新建仓
NFLX NETFLIX INC. $46.06万0.08%6,451 00.0% — 不变
ITT ITT INC $47.32万0.08%2,393 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $47.34万0.08%3,572 00.0% — 不变
SYY SYSCO CORP $47.77万0.08%5,716 00.0% — 不变
ALL ALLSTATE CORP $48.92万0.09%2,056 00.0% — 不变
GLDM WORLD GOLD TR $49.62万0.09%6,248 00.0% — 不变
XJH ISHARES TR $52.08万0.09%9,987 -528-5.0% -$2.75万 减仓
— FORTE BIOSCIENCES INC $52.63万0.09%24,765 00.0% — 不变
AMP AMERIPRISE FINL INC $55.05万0.10%1,200 00.0% — 不变
WFC WELLS FARGO & CO $55.15万0.10%6,673 00.0% — 不变
IWR ISHARES TR $55.56万0.10%5,036 00.0% — 不变
— ISHARES TR $67.85万0.12%7,587 -575-7.0% -$5.14万 减仓
DE DEERE & CO $71.05万0.13%1,120 00.0% — 不变
PG PROCTER & GAMBLE CO $73.98万0.13%5,045 -206-3.9% -$3.02万 减仓
MAR MARRIOTT INTL INC NEW $74.16万0.13%2,001 00.0% — 不变
BA BOEING CO $74.22万0.13%3,429 00.0% — 不变
HD HOME DEPOT INC $75.02万0.13%2,127 130.6% $4,585 加仓
AGG ISHARES TR $77.08万0.14%7,787 -1,510-16.2% -$14.95万 减仓
COST COSTCO WHOLESALE CORPORATION $80.62万0.14%862 00.0% — 不变
JAVA J P MORGAN EXCHANGE TRADED F $83.14万0.15%10,470 -117,764-91.8% -$935.15万 减仓
— EXXON MOBIL CORP $85.07万0.15%6,222 40.1% $547 加仓
ACWX ISHARES TR $89.29万0.16%11,732 1281.1% $9,742 加仓
INTC INTEL CORP $91.31万0.16%6,540 95717.1% $13.36万 加仓
IBM INTERNATIONAL BUSINESS MACHS $95.81万0.17%3,407 762.3% $2.14万 加仓
MSFT MICROSOFT CORP $99.46万0.18%2,666 512.0% $1.90万 加仓
TSLA TESLA INC $109.57万0.19%2,605 1907.9% $7.99万 加仓
AVGO BROADCOM INC $116.55万0.21%3,085 1304.4% $4.91万 加仓
NVDA NVIDIA CORPORATION $117.35万0.21%5,865 1853.3% $3.70万 加仓
IUSG ISHARES TR $124.82万0.22%6,636 00.0% — 不变
GQGU ADVISORS INNER CIRCLE FD III $133.26万0.23%52,466 52,466— $133.26万 新建仓
ESGE ISHARES INC $144.34万0.25%26,393 -1,743-6.2% -$9.53万 减仓
CSX CSX CORP $167.39万0.29%35,217 00.0% — 不变
— BNY MELLON ETF TRUST $168.06万0.30%31,138 -70,318-69.3% -$379.53万 减仓
ESGV VANGUARD WORLD FD $173.16万0.31%13,095 -650-4.7% -$8.60万 减仓
BLK BLACKROCK INC $173.56万0.31%1,805 -81-4.3% -$7.79万 减仓
VLTO VERALTO CORP $174.54万0.31%19,682 1,2556.8% $11.13万 加仓
ESGD ISHARES TR $181.64万0.32%17,667 -382-2.1% -$3.93万 减仓
VRSK VERISK ANALYTICS INC $185.63万0.33%10,340 -118-1.1% -$2.12万 减仓
BIPC BROOKFIELD INFRASTRUCTURE CO $189.75万0.33%49,284 2,6315.6% $10.13万 加仓
EFV ISHARES TR $191.71万0.34%25,044 -580-2.3% -$4.44万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $200.31万0.35%3,697 -1,210-24.7% -$65.56万 减仓
AXP AMERICAN EXPRESS CO $204.81万0.36%6,055 00.0% — 不变
VMRK EQUITY RESIDENTIAL $206.32万0.36%30,372 30,372— $206.32万 新建仓
INTU INTUIT $207.28万0.37%7,942 -1,243-13.5% -$32.44万 减仓
RSP INVESCO EXCHANGE TRADED FD T $213.64万0.38%10,041 -2,433-19.5% -$51.77万 减仓
NOW SERVICENOW INC $219.25万0.39%22,084 22,084— $219.25万 新建仓
AMZN AMAZON COM INC $219.53万0.39%9,211 3123.5% $7.44万 加仓
CGGR CAPITAL GROUP GROWTH ETF $219.65万0.39%46,535 6,00714.8% $28.35万 加仓
HLI HOULIHAN LOKEY INC $221.33万0.39%16,501 -4,239-20.4% -$56.86万 减仓
BTC GRAYSCALE BITCOIN MINI TR ET $230.98万0.41%89,011 23,80436.5% $61.77万 加仓
MKL MARKEL GROUP INC $239.44万0.42%1,226 -185-13.1% -$36.13万 减仓
JNJ JOHNSON & JOHNSON $245.86万0.43%9,680 10.0% $254 加仓
MCD MCDONALDS CORP $253.60万0.45%9,382 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $259.20万0.46%3,685 -227-5.8% -$15.97万 减仓
IAU ISHARES GOLD TR $260.72万0.46%34,528 -574-1.6% -$4.33万 减仓
FTNT FORTINET INC $265.47万0.47%17,281 17,281— $265.47万 新建仓
EEM ISHARES TR $266.60万0.47%38,972 -372-0.9% -$2.54万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $277.23万0.49%49,085 2310.5% $1.30万 加仓