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
USRT ISHARES TR $291.55万0.51%43,875 43,875— $291.55万 新建仓
XLV SELECT SECTOR SPDR TR $303.47万0.53%19,127 19,127— $303.47万 新建仓
SBUX STARBUCKS CORP $304.78万0.54%29,824 -1,584-5.0% -$16.19万 减仓
JPM JPMORGAN CHASE & CO $308.88万0.54%9,436 -3,409-26.5% -$111.59万 减仓
ILMN ILLUMINA INC $311.27万0.55%17,703 -2,800-13.7% -$49.23万 减仓
GOOG ALPHABET INC $323.08万0.57%9,144 -63-0.7% -$2.23万 减仓
META META PLATFORMS INC $333.89万0.59%5,928 -1,864-23.9% -$104.99万 减仓
ESGU ISHARES TR $408.99万0.72%24,989 -2,279-8.4% -$37.30万 减仓
QQQ INVESCO QQQ TR $446.81万0.79%6,068 -82-1.3% -$6.04万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $460.18万0.81%9,196 -641-6.5% -$32.08万 减仓
GOOGL ALPHABET INC $461.53万0.81%12,915 -4,362-25.2% -$155.88万 减仓
CB CHUBB LIMITED $476.23万0.84%13,976 20.0% $682 加仓
DSTL ETF SER SOLUTIONS $569.40万1.00%95,058 9,16610.7% $54.90万 加仓
VO VANGUARD INDEX FDS $659.43万1.16%81,846 7,1149.5% $57.32万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $673.97万1.19%9 00.0% — 不变
QGRO AMERICAN CENTY ETF TR $693.28万1.22%58,727 3,1995.8% $37.76万 加仓
HGER HARBOR ETF TRUST $729.74万1.29%248,718 17,5897.6% $51.61万 加仓
FELV FIDELITY COVINGTON TRUST $830.61万1.46%207,185 -34,847-14.4% -$139.70万 减仓
— NEW YORK LIFE INVTS ACTIVE E $949.49万1.67%435,765 4,9201.1% $10.72万 加仓
EMGF ISHARES INC $993.02万1.75%135,547 5,3504.1% $39.19万 加仓
— TIDAL TRUST I $999.49万1.76%327,272 25,8728.6% $79.01万 加仓
SMLF ISHARES TR $1,085.25万1.91%121,747 11,65510.6% $103.89万 加仓
VFLO VICTORY PORTFOLIOS II $1,108.55万1.95%242,305 -4,760-1.9% -$21.78万 减仓
IUSV ISHARES TR $1,232.45万2.17%111,888 14,23314.6% $156.78万 加仓
PVAL PUTNAM ETF TRUST $1,266.43万2.23%248,564 -145,286-36.9% -$740.23万 减仓
SPY STATE STR SPDR S&P 500 ETF T $1,287.84万2.27%17,246 2241.3% $16.73万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $1,471.80万2.59%203,625 13,7147.2% $99.12万 加仓
VTV VANGUARD INDEX FDS $1,498.30万2.64%68,752 68,752— $1,498.30万 新建仓
CORO BLACKROCK ETF TRUST $1,698.59万2.99%464,095 203,64478.2% $745.34万 加仓
INTF ISHARES TR $1,966.08万3.46%480,001 21,5244.7% $88.16万 加仓
VT VANGUARD INTL EQUITY INDEX F $2,300.84万4.05%146,597 -4,067-2.7% -$63.83万 减仓
PSA PUBLIC STORAGE $2,424.05万4.27%76,154 1310.2% $4.17万 加仓
NEAR ISHARES U S ETF TR $2,956.78万5.21%583,651 583,651— $2,956.78万 新建仓
AAPL APPLE INC $3,088.16万5.44%106,724 6400.6% $18.52万 加仓
BRTR BLACKROCK ETF TRUST II $3,291.40万5.80%654,030 20,9183.3% $105.27万 加仓
DYNF BLACKROCK ETF TRUST $3,801.90万6.70%559,021 233,38871.7% $1,587.27万 加仓
VOO VANGUARD INDEX FDS $5,343.82万9.41%77,806 23,44243.1% $1,610.03万 加仓