Weil Company, Inc.
SAN DIEGO CA · SEC CIK 0001318011
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,343.82万 | 9.41% | 77,806 | 23,442 | 43.1% | $1,610.03万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,801.90万 | 6.70% | 559,021 | 233,388 | 71.7% | $1,587.27万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $3,291.40万 | 5.80% | 654,030 | 20,918 | 3.3% | $105.27万 | 加仓 |
| AAPL | APPLE INC | $3,088.16万 | 5.44% | 106,724 | 640 | 0.6% | $18.52万 | 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 |
| PSA | PUBLIC STORAGE | $2,424.05万 | 4.27% | 76,154 | 131 | 0.2% | $4.17万 | 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 |
| INTF | ISHARES TR | $1,966.08万 | 3.46% | 480,001 | 21,524 | 4.7% | $88.16万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,698.59万 | 2.99% | 464,095 | 203,644 | 78.2% | $745.34万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,498.30万 | 2.64% | 68,752 | 68,752 | — | $1,498.30万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,471.80万 | 2.59% | 203,625 | 13,714 | 7.2% | $99.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,287.84万 | 2.27% | 17,246 | 224 | 1.3% | $16.73万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,266.43万 | 2.23% | 248,564 | -145,286 | -36.9% | -$740.23万 | 减仓 |
| IUSV | ISHARES TR | $1,232.45万 | 2.17% | 111,888 | 14,233 | 14.6% | $156.78万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,108.55万 | 1.95% | 242,305 | -4,760 | -1.9% | -$21.78万 | 减仓 |
| SMLF | ISHARES TR | $1,085.25万 | 1.91% | 121,747 | 11,655 | 10.6% | $103.89万 | 加仓 |
| — | TIDAL TRUST I | $999.49万 | 1.76% | 327,272 | 25,872 | 8.6% | $79.01万 | 加仓 |
| EMGF | ISHARES INC | $993.02万 | 1.75% | 135,547 | 5,350 | 4.1% | $39.19万 | 加仓 |
| — | NEW YORK LIFE INVTS ACTIVE E | $949.49万 | 1.67% | 435,765 | 4,920 | 1.1% | $10.72万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $830.61万 | 1.46% | 207,185 | -34,847 | -14.4% | -$139.70万 | 减仓 |
| HGER | HARBOR ETF TRUST | $729.74万 | 1.29% | 248,718 | 17,589 | 7.6% | $51.61万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $693.28万 | 1.22% | 58,727 | 3,199 | 5.8% | $37.76万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $673.97万 | 1.19% | 9 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $659.43万 | 1.16% | 81,846 | 7,114 | 9.5% | $57.32万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $569.40万 | 1.00% | 95,058 | 9,166 | 10.7% | $54.90万 | 加仓 |
| CB | CHUBB LIMITED | $476.23万 | 0.84% | 13,976 | 2 | 0.0% | $682 | 加仓 |
| GOOGL | ALPHABET INC | $461.53万 | 0.81% | 12,915 | -4,362 | -25.2% | -$155.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $460.18万 | 0.81% | 9,196 | -641 | -6.5% | -$32.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $446.81万 | 0.79% | 6,068 | -82 | -1.3% | -$6.04万 | 减仓 |
| ESGU | ISHARES TR | $408.99万 | 0.72% | 24,989 | -2,279 | -8.4% | -$37.30万 | 减仓 |
| META | META PLATFORMS INC | $333.89万 | 0.59% | 5,928 | -1,864 | -23.9% | -$104.99万 | 减仓 |
| GOOG | ALPHABET INC | $323.08万 | 0.57% | 9,144 | -63 | -0.7% | -$2.23万 | 减仓 |
| ILMN | ILLUMINA INC | $311.27万 | 0.55% | 17,703 | -2,800 | -13.7% | -$49.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $308.88万 | 0.54% | 9,436 | -3,409 | -26.5% | -$111.59万 | 减仓 |
| SBUX | STARBUCKS CORP | $304.78万 | 0.54% | 29,824 | -1,584 | -5.0% | -$16.19万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $303.47万 | 0.53% | 19,127 | 19,127 | — | $303.47万 | 新建仓 |
| USRT | ISHARES TR | $291.55万 | 0.51% | 43,875 | 43,875 | — | $291.55万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $277.23万 | 0.49% | 49,085 | 231 | 0.5% | $1.30万 | 加仓 |
| EEM | ISHARES TR | $266.60万 | 0.47% | 38,972 | -372 | -0.9% | -$2.54万 | 减仓 |
| FTNT | FORTINET INC | $265.47万 | 0.47% | 17,281 | 17,281 | — | $265.47万 | 新建仓 |
| IAU | ISHARES GOLD TR | $260.72万 | 0.46% | 34,528 | -574 | -1.6% | -$4.33万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $259.20万 | 0.46% | 3,685 | -227 | -5.8% | -$15.97万 | 减仓 |
| MCD | MCDONALDS CORP | $253.60万 | 0.45% | 9,382 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $245.86万 | 0.43% | 9,680 | 1 | 0.0% | $254 | 加仓 |
| MKL | MARKEL GROUP INC | $239.44万 | 0.42% | 1,226 | -185 | -13.1% | -$36.13万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $230.98万 | 0.41% | 89,011 | 23,804 | 36.5% | $61.77万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $221.33万 | 0.39% | 16,501 | -4,239 | -20.4% | -$56.86万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $219.65万 | 0.39% | 46,535 | 6,007 | 14.8% | $28.35万 | 加仓 |
| AMZN | AMAZON COM INC | $219.53万 | 0.39% | 9,211 | 312 | 3.5% | $7.44万 | 加仓 |
| NOW | SERVICENOW INC | $219.25万 | 0.39% | 22,084 | 22,084 | — | $219.25万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $213.64万 | 0.38% | 10,041 | -2,433 | -19.5% | -$51.77万 | 减仓 |
| INTU | INTUIT | $207.28万 | 0.37% | 7,942 | -1,243 | -13.5% | -$32.44万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $206.32万 | 0.36% | 30,372 | 30,372 | — | $206.32万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $204.81万 | 0.36% | 6,055 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $200.31万 | 0.35% | 3,697 | -1,210 | -24.7% | -$65.56万 | 减仓 |
| EFV | ISHARES TR | $191.71万 | 0.34% | 25,044 | -580 | -2.3% | -$4.44万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $189.75万 | 0.33% | 49,284 | 2,631 | 5.6% | $10.13万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $185.63万 | 0.33% | 10,340 | -118 | -1.1% | -$2.12万 | 减仓 |
| ESGD | ISHARES TR | $181.64万 | 0.32% | 17,667 | -382 | -2.1% | -$3.93万 | 减仓 |
| VLTO | VERALTO CORP | $174.54万 | 0.31% | 19,682 | 1,255 | 6.8% | $11.13万 | 加仓 |
| BLK | BLACKROCK INC | $173.56万 | 0.31% | 1,805 | -81 | -4.3% | -$7.79万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $173.16万 | 0.31% | 13,095 | -650 | -4.7% | -$8.60万 | 减仓 |
| — | BNY MELLON ETF TRUST | $168.06万 | 0.30% | 31,138 | -70,318 | -69.3% | -$379.53万 | 减仓 |
| CSX | CSX CORP | $167.39万 | 0.29% | 35,217 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $144.34万 | 0.25% | 26,393 | -1,743 | -6.2% | -$9.53万 | 减仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $133.26万 | 0.23% | 52,466 | 52,466 | — | $133.26万 | 新建仓 |
| IUSG | ISHARES TR | $124.82万 | 0.22% | 6,636 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $117.35万 | 0.21% | 5,865 | 185 | 3.3% | $3.70万 | 加仓 |
| AVGO | BROADCOM INC | $116.55万 | 0.21% | 3,085 | 130 | 4.4% | $4.91万 | 加仓 |
| TSLA | TESLA INC | $109.57万 | 0.19% | 2,605 | 190 | 7.9% | $7.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $99.46万 | 0.18% | 2,666 | 51 | 2.0% | $1.90万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $95.81万 | 0.17% | 3,407 | 76 | 2.3% | $2.14万 | 加仓 |
| INTC | INTEL CORP | $91.31万 | 0.16% | 6,540 | 957 | 17.1% | $13.36万 | 加仓 |
| ACWX | ISHARES TR | $89.29万 | 0.16% | 11,732 | 128 | 1.1% | $9,742 | 加仓 |
| — | EXXON MOBIL CORP | $85.07万 | 0.15% | 6,222 | 4 | 0.1% | $547 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $83.14万 | 0.15% | 10,470 | -117,764 | -91.8% | -$935.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.62万 | 0.14% | 862 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $77.08万 | 0.14% | 7,787 | -1,510 | -16.2% | -$14.95万 | 减仓 |
| HD | HOME DEPOT INC | $75.02万 | 0.13% | 2,127 | 13 | 0.6% | $4,585 | 加仓 |
| BA | BOEING CO | $74.22万 | 0.13% | 3,429 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $74.16万 | 0.13% | 2,001 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $73.98万 | 0.13% | 5,045 | -206 | -3.9% | -$3.02万 | 减仓 |
| DE | DEERE & CO | $71.05万 | 0.13% | 1,120 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $67.85万 | 0.12% | 7,587 | -575 | -7.0% | -$5.14万 | 减仓 |
| IWR | ISHARES TR | $55.56万 | 0.10% | 5,036 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $55.15万 | 0.10% | 6,673 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $55.05万 | 0.10% | 1,200 | 0 | 0.0% | — | 不变 |
| — | FORTE BIOSCIENCES INC | $52.63万 | 0.09% | 24,765 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $52.08万 | 0.09% | 9,987 | -528 | -5.0% | -$2.75万 | 减仓 |
| GLDM | WORLD GOLD TR | $49.62万 | 0.09% | 6,248 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $48.92万 | 0.09% | 2,056 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $47.77万 | 0.08% | 5,716 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $47.34万 | 0.08% | 3,572 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $47.32万 | 0.08% | 2,393 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $46.06万 | 0.08% | 6,451 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $45.78万 | 0.08% | 788 | 788 | — | $45.78万 | 新建仓 |
| UTES | ETFIS SER TR I | $43.32万 | 0.08% | 5,300 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $42.54万 | 0.07% | 8,000 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $41.81万 | 0.07% | 6,676 | 6,676 | — | $41.81万 | 新建仓 |
| ABBV | ABBVIE INC | $41.62万 | 0.07% | 1,654 | -130 | -7.3% | -$3.27万 | 减仓 |