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
FBTC FIDELITY WISE ORIGIN BITCOIN $41.55万0.07%8,140 -7,731-48.7% -$39.47万 减仓
ET ENERGY TRANSFER L P $38.21万0.07%19,983 200.1% $382 加仓
GE GE AEROSPACE $38.05万0.07%1,018 00.0% — 不变
HSBC HSBC HLDGS PLC $38.04万0.07%4,000 00.0% — 不变
VICR VICOR CORP $37.98万0.07%1,000 1,000— $37.98万 新建仓
DIA STATE STR SPDR DOW JONES IND $36.78万0.06%704 385.7% $1.99万 加仓
LUV SOUTHWEST AIRLS CO $36.31万0.06%7,062 00.0% — 不变
MCK MCKESSON CORP $35.02万0.06%463 -49-9.6% -$3.71万 减仓
ESML ISHARES TR $34.26万0.06%6,126 -274-4.3% -$1.53万 减仓
ACWI ISHARES TR $33.17万0.06%2,113 -79-3.6% -$1.24万 减仓
OKE ONEOK INC NEW $31.99万0.06%3,679 431.2% $3,739 加仓
SSB SOUTHSTATE BK CORP $29.67万0.05%2,970 00.0% — 不变
C CITIGROUP INC $29.64万0.05%2,118 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $29.49万0.05%1,866 00.0% — 不变
SCCO SOUTHERN COPPER CORP $28.42万0.05%1,631 161.0% $2,788 加仓
DIS DISNEY WALT CO $27.56万0.05%2,863 00.0% — 不变
IJJ ISHARES TR $26.06万0.05%1,764 00.0% — 不变
GEV GE VERNOVA INC $25.82万0.05%220 220— $25.82万 新建仓
MU MICRON TECHNOLOGY INC $25.81万0.05%224 224— $25.81万 新建仓
IJS ISHARES TR $25.33万0.04%1,853 00.0% — 不变
QCOM QUALCOMM INC $24.93万0.04%1,349 -9-0.7% -$1,663 重新持有
KMB KIMBERLY-CLARK CORP $24.85万0.04%2,264 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $24.85万0.04%326 326— $24.85万 新建仓
TROW PRICE T ROWE GROUP INC $24.57万0.04%2,162 562.7% $6,365 重新持有
— DIMENSIONAL ETF TRUST $23.15万0.04%3,312 00.0% — 不变
FXE INVESCO CURRENCYSHARES EURO $22.73万0.04%2,156 2,156— $22.73万 新建仓
GD GENERAL DYNAMICS CORP $22.69万0.04%641 30.5% $1,062 加仓
CSCO CISCO SYS INC $22.17万0.04%1,888 1,888— $22.17万 新建仓
BAC BANK OF AMER CORP $21.41万0.04%3,758 100.3% $570 重新持有
IONQ IONQ INC $21.30万0.04%4,000 -2,000-33.3% -$10.65万 重新持有
XYL XYLEM INC $21.11万0.04%1,786 00.0% — 不变
WMT WALMART INC $20.54万0.04%1,813 1,813— $20.54万 新建仓
IWM ISHARES TR $20.10万0.04%669 669— $20.10万 新建仓
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