13F 机构持仓

Weil Company, Inc.

SAN DIEGO CA · SEC CIK 0001318011

2026Q22026Q1 更早 9 个季度 🔒
$4.45亿2026Q1 申报市值
115持仓数
47.2%前十大占比 · 第一大 7.3%
6 / 2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 7.3%
BRTR 7.1%
AAPL 6.0%
VT 4.7%
PSA 4.6%
DYNF 4.3%
PVAL 4.1%
INTF 4.0%
JQUA 2.6%
SPY 2.5%

2026Q1 买入最多 按季末市值估算

PSA 加仓+$373.54万
TIDAL TRUST I 加仓+$324.06万
DYNF 加仓+$269.68万
HGER 加仓+$262.00万
SMLF 加仓+$252.76万

2026Q1 卖出最多 按季末市值估算

VT 减仓-$527.99万
BNY MELLON ETF T 减仓-$143.54万
RSP 减仓-$84.03万
GRANITE REAL EST 清仓-$42.73万
AGG 减仓-$38.50万

2026Q1 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
BRK/A BERKSHIRE HATHAWAY INC DEL $646.33万1.45%9 00.0% — 不变
HGER HARBOR ETF TRUST $716.73万1.61%231,129 84,49057.6% $262.00万 加仓
EMGF ISHARES INC $786.78万1.77%130,197 9,0277.4% $54.55万 加仓
SMLF ISHARES TR $831.09万1.87%110,092 33,48243.7% $252.76万 加仓
CORO BLACKROCK ETF TRUST $837.43万1.88%260,451 46,99322.0% $151.10万 加仓
FELV FIDELITY COVINGTON TRUST $844.93万1.90%242,032 -1,776-0.7% -$6.20万 减仓
JAVA J P MORGAN EXCHANGE TRADED F $920.08万2.07%128,234 -1,626-1.3% -$11.67万 减仓
— NEW YORK LIFE INVTS ACTIVE E $928.89万2.09%430,845 -9,282-2.1% -$20.01万 减仓
— TIDAL TRUST I $966.29万2.17%301,400 101,07850.5% $324.06万 加仓
VFLO VICTORY PORTFOLIOS II $975.41万2.19%247,065 8,0913.4% $31.94万 加仓
IUSV ISHARES TR $998.52万2.24%97,655 16,72020.7% $170.96万 加仓
SPY STATE STR SPDR S&P 500 ETF T $1,107.02万2.49%17,022 -378-2.2% -$24.58万 减仓
JQUA J P MORGAN EXCHANGE TRADED F $1,164.54万2.61%189,911 40,50227.1% $248.36万 加仓
INTF ISHARES TR $1,786.23万4.01%458,477 6,2701.4% $24.43万 加仓
PVAL PUTNAM ETF TRUST $1,827.46万4.10%393,850 35,4049.9% $164.27万 加仓
DYNF BLACKROCK ETF TRUST $1,894.54万4.25%325,633 46,35316.6% $269.68万 加仓
PSA PUBLIC STORAGE OPER CO $2,059.30万4.62%76,023 13,79022.2% $373.54万 加仓
VT VANGUARD INTL EQUITY INDEX F $2,083.98万4.68%150,664 -38,172-20.2% -$527.99万 减仓
AAPL APPLE INC $2,692.30万6.05%106,084 -942-0.9% -$23.91万 减仓
BRTR BLACKROCK ETF TRUST II $3,177.59万7.14%633,112 -1,245-0.2% -$6.25万 减仓
VOO VANGUARD INDEX FDS $3,248.52万7.29%54,364 2,3894.6% $142.75万 加仓