Weil Company, Inc.
SAN DIEGO CA · SEC CIK 0001318011
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,248.52万 | 7.29% | 54,364 | 2,389 | 4.6% | $142.75万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $3,177.59万 | 7.14% | 633,112 | -1,245 | -0.2% | -$6.25万 | 减仓 |
| AAPL | APPLE INC | $2,692.30万 | 6.05% | 106,084 | -942 | -0.9% | -$23.91万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,083.98万 | 4.68% | 150,664 | -38,172 | -20.2% | -$527.99万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $2,059.30万 | 4.62% | 76,023 | 13,790 | 22.2% | $373.54万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,894.54万 | 4.25% | 325,633 | 46,353 | 16.6% | $269.68万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,827.46万 | 4.10% | 393,850 | 35,404 | 9.9% | $164.27万 | 加仓 |
| INTF | ISHARES TR | $1,786.23万 | 4.01% | 458,477 | 6,270 | 1.4% | $24.43万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,164.54万 | 2.61% | 189,911 | 40,502 | 27.1% | $248.36万 | 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 |
| IUSV | ISHARES TR | $998.52万 | 2.24% | 97,655 | 16,720 | 20.7% | $170.96万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $975.41万 | 2.19% | 247,065 | 8,091 | 3.4% | $31.94万 | 加仓 |
| — | TIDAL TRUST I | $966.29万 | 2.17% | 301,400 | 101,078 | 50.5% | $324.06万 | 加仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $928.89万 | 2.09% | 430,845 | -9,282 | -2.1% | -$20.01万 | 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 |
| FELV | FIDELITY COVINGTON TRUST | $844.93万 | 1.90% | 242,032 | -1,776 | -0.7% | -$6.20万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $837.43万 | 1.88% | 260,451 | 46,993 | 22.0% | $151.10万 | 加仓 |
| SMLF | ISHARES TR | $831.09万 | 1.87% | 110,092 | 33,482 | 43.7% | $252.76万 | 加仓 |
| EMGF | ISHARES INC | $786.78万 | 1.77% | 130,197 | 9,027 | 7.4% | $54.55万 | 加仓 |
| HGER | HARBOR ETF TRUST | $716.73万 | 1.61% | 231,129 | 84,490 | 57.6% | $262.00万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $646.33万 | 1.45% | 9 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTY ETF TR | $583.21万 | 1.31% | 55,528 | 4,701 | 9.2% | $49.37万 | 加仓 |
| VO | VANGUARD INDEX FDS | $536.54万 | 1.20% | 18,683 | 1,532 | 8.9% | $44.00万 | 加仓 |
| — | BNY MELLON ETF TRUST | $501.89万 | 1.13% | 101,456 | -29,016 | -22.2% | -$143.54万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $497.14万 | 1.12% | 85,892 | 17,098 | 24.9% | $98.96万 | 加仓 |
| GOOGL | ALPHABET INC | $496.83万 | 1.12% | 17,277 | -227 | -1.3% | -$6.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $471.41万 | 1.06% | 9,837 | -196 | -2.0% | -$9.39万 | 减仓 |
| CB | CHUBB LTD SWITZ | $455.45万 | 1.02% | 13,974 | -155 | -1.1% | -$5.05万 | 减仓 |
| META | META PLATFORMS INC | $445.83万 | 1.00% | 7,792 | -288 | -3.6% | -$16.48万 | 减仓 |
| INTU | INTUIT | $397.16万 | 0.89% | 9,185 | 3,310 | 56.3% | $143.12万 | 加仓 |
| ESGU | ISHARES TR | $385.63万 | 0.87% | 27,268 | 4,440 | 19.4% | $62.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $377.85万 | 0.85% | 12,845 | -490 | -3.7% | -$14.41万 | 减仓 |
| QQQ | INVESCO QQQ TR | $354.94万 | 0.80% | 6,150 | -42 | -0.7% | -$2.42万 | 减仓 |
| IAU | ISHARES GOLD TR | $309.46万 | 0.69% | 35,102 | -1,654 | -4.5% | -$14.58万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $297.87万 | 0.67% | 20,740 | -781 | -3.6% | -$11.22万 | 减仓 |
| MCD | MCDONALDS CORP | $291.58万 | 0.65% | 9,382 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $290.98万 | 0.65% | 4,907 | -335 | -6.4% | -$19.86万 | 减仓 |
| SBUX | STARBUCKS CORP | $281.39万 | 0.63% | 31,408 | -1,744 | -5.3% | -$15.62万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $276.90万 | 0.62% | 48,854 | 666 | 1.4% | $3.77万 | 加仓 |
| MKL | MARKEL GROUP INC | $270.08万 | 0.61% | 1,411 | -41 | -2.8% | -$7.85万 | 减仓 |
| GOOG | ALPHABET INC | $264.13万 | 0.59% | 9,207 | -160 | -1.7% | -$4.59万 | 减仓 |
| ILMN | ILLUMINA INC | $252.72万 | 0.57% | 20,503 | -505 | -2.4% | -$6.22万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $241.31万 | 0.54% | 3,912 | -602 | -13.3% | -$37.13万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $239.41万 | 0.54% | 12,474 | -4,378 | -26.0% | -$84.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $236.60万 | 0.53% | 9,679 | 1 | 0.0% | $244 | 加仓 |
| EEM | ISHARES TR | $223.43万 | 0.50% | 39,344 | -878 | -2.2% | -$4.99万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $198.45万 | 0.45% | 10,458 | 54 | 0.5% | $1.02万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $195.56万 | 0.44% | 65,207 | 19,649 | 43.1% | $58.93万 | 加仓 |
| EFV | ISHARES TR | $190.51万 | 0.43% | 25,624 | -1,753 | -6.4% | -$13.03万 | 减仓 |
| AMZN | AMAZON COM INC | $185.35万 | 0.42% | 8,899 | 2,510 | 39.3% | $52.28万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $184.37万 | 0.41% | 46,653 | 303 | 0.7% | $1.20万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $183.15万 | 0.41% | 6,055 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $181.42万 | 0.41% | 1,886 | -384 | -16.9% | -$36.94万 | 减仓 |
| ESGD | ISHARES TR | $172.59万 | 0.39% | 18,049 | 2,400 | 15.3% | $22.95万 | 加仓 |
| VLTO | VERALTO CORP | $162.94万 | 0.37% | 18,427 | 40 | 0.2% | $3,537 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $162.88万 | 0.37% | 40,528 | 4,015 | 11.0% | $16.14万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $154.31万 | 0.35% | 13,745 | 3 | 0.0% | $337 | 加仓 |
| CSX | CSX CORP | $144.57万 | 0.32% | 35,217 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $127.93万 | 0.29% | 28,136 | -1,169 | -4.0% | -$5.32万 | 减仓 |
| — | EXXON MOBIL CORP | $105.49万 | 0.24% | 6,218 | 4 | 0.1% | $679 | 加仓 |
| IUSG | ISHARES TR | $102.93万 | 0.23% | 6,636 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $99.07万 | 0.22% | 5,680 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $96.79万 | 0.22% | 2,615 | -651 | -19.9% | -$24.10万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $93.69万 | 0.21% | 15,871 | 15,871 | — | $93.69万 | 新建仓 |
| AGG | ISHARES TR | $92.30万 | 0.21% | 9,297 | -3,878 | -29.4% | -$38.50万 | 减仓 |
| AVGO | BROADCOM INC | $91.46万 | 0.21% | 2,955 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $89.78万 | 0.20% | 2,415 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $85.88万 | 0.19% | 862 | 20 | 2.4% | $1.99万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $80.74万 | 0.18% | 3,331 | -100 | -2.9% | -$2.42万 | 减仓 |
| ACWX | ISHARES TR | $79.45万 | 0.18% | 11,604 | 2,405 | 26.1% | $16.47万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $75.85万 | 0.17% | 5,251 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $69.53万 | 0.16% | 2,114 | 13 | 0.6% | $4,276 | 加仓 |
| — | ISHARES TR | $68.52万 | 0.15% | 8,162 | -248 | -2.9% | -$2.08万 | 减仓 |
| BA | BOEING CO | $68.24万 | 0.15% | 3,429 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $65.45万 | 0.15% | 2,001 | 0 | 0.0% | — | 不变 |
| — | FORTE BIOSCIENCES INC | $64.14万 | 0.14% | 24,765 | 24,765 | — | $64.14万 | 新建仓 |
| DE | DEERE & CO | $63.09万 | 0.14% | 1,120 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $62.03万 | 0.14% | 6,451 | 10 | 0.2% | $961 | 加仓 |
| GLDM | WORLD GOLD TR | $57.91万 | 0.13% | 6,248 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $53.33万 | 0.12% | 1,200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $53.12万 | 0.12% | 6,673 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $50.91万 | 0.11% | 8,000 | 8,000 | — | $50.91万 | 新建仓 |
| IWR | ISHARES TR | $48.97万 | 0.11% | 5,036 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $48.30万 | 0.11% | 3,572 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $47.71万 | 0.11% | 10,515 | 356 | 3.5% | $1.62万 | 加仓 |
| ITT | ITT INC | $45.59万 | 0.10% | 2,393 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $44.34万 | 0.10% | 512 | -15 | -2.8% | -$1.30万 | 减仓 |
| ALL | ALLSTATE CORP | $42.63万 | 0.10% | 2,056 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $42.35万 | 0.10% | 5,300 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $40.77万 | 0.09% | 5,716 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $38.80万 | 0.09% | 1,784 | -462 | -20.6% | -$10.05万 | 减仓 |
| ET | ENERGY TRANSFER L P | $38.53万 | 0.09% | 19,963 | 22 | 0.1% | $425 | 加仓 |
| MXL | MAXLINEAR INC | $38.43万 | 0.09% | 22,100 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $33.00万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $32.87万 | 0.07% | 3,636 | 45 | 1.3% | $4,068 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $30.85万 | 0.07% | 666 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $30.33万 | 0.07% | 2,192 | -70 | -3.1% | -$9,686 | 减仓 |
| ESML | ISHARES TR | $30.09万 | 0.07% | 6,400 | 11 | 0.2% | $517 | 加仓 |
| GE | GE AEROSPACE | $28.88万 | 0.06% | 1,018 | 1 | 0.1% | $284 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $27.79万 | 0.06% | 1,615 | 13 | 0.8% | $2,237 | 加仓 |