Weaver Consulting Group
HUNTINGTON BEACH CA · SEC CIK 0001780055
$4.20亿2026Q1 申报市值
275持仓数
31.7%前十大占比 · 第一大 6.9%
14 / 5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
BOXX 加仓+$316.89万
UYLD 加仓+$225.98万
PYLD 加仓+$205.91万
NOC 新建仓+$132.83万
CGSD 新建仓+$117.89万
2026Q1 卖出最多 按季末市值估算
TFLO 减仓-$168.07万
JAAA 减仓-$72.74万
IBDR 减仓-$65.54万
VOO 减仓-$39.74万
QUAL 减仓-$38.17万
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 |
|---|---|---|---|---|---|---|---|---|
| PAPR | INNOVATOR ETFS TRUST | $88.13万 | 0.21% | 22,143 | -431 | -1.9% | -$1.72万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $83.16万 | 0.20% | 19,312 | 0 | 0.0% | — | 不变 |
| KAPR | INNOVATOR ETFS TRUST | $82.78万 | 0.20% | 22,836 | -299 | -1.3% | -$1.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $79.00万 | 0.19% | 11,106 | 2,141 | 23.9% | $15.23万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $77.76万 | 0.19% | 5,622 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $76.46万 | 0.18% | 17,737 | -1,078 | -5.7% | -$4.65万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $75.64万 | 0.18% | 17,580 | 2,557 | 17.0% | $11.00万 | 加仓 |
| ROST | ROSS STORES INC | $74.35万 | 0.18% | 3,432 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $74.29万 | 0.18% | 9,575 | -2 | -0.0% | -$155 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $71.96万 | 0.17% | 2,379 | -22 | -0.9% | -$6,654 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $71.67万 | 0.17% | 11,699 | 261 | 2.3% | $1.60万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $71.05万 | 0.17% | 14,450 | 80 | 0.6% | $3,934 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $70.78万 | 0.17% | 13,934 | 954 | 7.3% | $4.85万 | 加仓 |
| ISTB | ISHARES TR | $69.35万 | 0.17% | 14,311 | 961 | 7.2% | $4.66万 | 加仓 |
| IUSG | ISHARES TR | $69.21万 | 0.16% | 4,462 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $65.09万 | 0.16% | 8,212 | 4 | 0.0% | $317 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $64.21万 | 0.15% | 14,310 | 0 | 0.0% | — | 不变 |
| PMBS | PIMCO ETF TR | $64.04万 | 0.15% | 12,912 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $62.95万 | 0.15% | 1,359 | -7 | -0.5% | -$3,242 | 减仓 |
| — | ELEVATION SERIES TRUST | $62.83万 | 0.15% | 17,300 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $61.57万 | 0.15% | 1,750 | -49 | -2.7% | -$1.72万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.18万 | 0.15% | 2,524 | 76 | 3.1% | $1.84万 | 加仓 |
| IOO | ISHARES TR | $60.65万 | 0.14% | 5,014 | 98 | 2.0% | $1.19万 | 加仓 |
| ETN | EATON CORP PLC | $59.91万 | 0.14% | 1,675 | 1 | 0.1% | $358 | 加仓 |
| WFC | WELLS FARGO & CO | $59.80万 | 0.14% | 7,511 | 68 | 0.9% | $5,413 | 加仓 |
| — | ELEVATION SERIES TRUST | $59.73万 | 0.14% | 16,250 | 1,700 | 11.7% | $6.25万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $59.47万 | 0.14% | 5,129 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $57.98万 | 0.14% | 14,441 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $57.71万 | 0.14% | 19,255 | -165 | -0.8% | -$4,945 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $57.62万 | 0.14% | 3,002 | -964 | -24.3% | -$18.50万 | 减仓 |
| DIS | DISNEY WALT CO | $57.46万 | 0.14% | 5,962 | 41 | 0.7% | $3,951 | 加仓 |
| FLRT | PACER FDS TR | $57.19万 | 0.14% | 12,350 | -4,104 | -24.9% | -$19.01万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $57.17万 | 0.14% | 22,247 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $56.11万 | 0.13% | 1,764 | -25 | -1.4% | -$7,952 | 减仓 |
| USFR | WISDOMTREE TR | $55.19万 | 0.13% | 10,964 | -37 | -0.3% | -$1,863 | 减仓 |
| COR | CENCORA INC | $55.07万 | 0.13% | 1,753 | 3 | 0.2% | $942 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $54.32万 | 0.13% | 9,290 | -195 | -2.1% | -$1.14万 | 减仓 |
| — | ELEVATION SERIES TRUST | $54.05万 | 0.13% | 17,320 | -774 | -4.3% | -$2.42万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $53.50万 | 0.13% | 10,500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $53.13万 | 0.13% | 628 | -11 | -1.7% | -$9,306 | 减仓 |
| SHY | ISHARES TR | $53.07万 | 0.13% | 6,427 | -80 | -1.2% | -$6,605 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $52.51万 | 0.13% | 11,510 | 11,510 | — | $52.51万 | 新建仓 |
| T | AT&T INC | $52.49万 | 0.13% | 18,105 | -241 | -1.3% | -$6,987 | 减仓 |
| VV | VANGUARD INDEX FDS | $52.06万 | 0.12% | 1,742 | 79 | 4.8% | $2.36万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $51.13万 | 0.12% | 11,460 | 2,661 | 30.2% | $11.87万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.87万 | 0.12% | 24,200 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $50.68万 | 0.12% | 3,347 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $49.21万 | 0.12% | 2,701 | -475 | -15.0% | -$8.65万 | 减仓 |
| SUSA | ISHARES TR | $48.64万 | 0.12% | 3,682 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $48.06万 | 0.11% | 13,056 | 3,748 | 40.3% | $13.80万 | 加仓 |
| MRK | MERCK & CO INC | $47.94万 | 0.11% | 3,986 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $47.91万 | 0.11% | 9,500 | 1,000 | 11.8% | $5.04万 | 加仓 |
| LLY | ELI LILLY & CO | $47.63万 | 0.11% | 518 | -8 | -1.5% | -$7,356 | 减仓 |
| VUG | VANGUARD INDEX FDS | $46.87万 | 0.11% | 1,073 | 85 | 8.6% | $3.71万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $46.76万 | 0.11% | 16,151 | -538 | -3.2% | -$1.56万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $45.77万 | 0.11% | 9,535 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $45.51万 | 0.11% | 1,682 | -66 | -3.8% | -$1.79万 | 减仓 |
| AGG | ISHARES TR | $43.75万 | 0.10% | 4,407 | 91 | 2.1% | $9,033 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $43.34万 | 0.10% | 6,039 | 0 | 0.0% | — | 不变 |
| SDSI | AMERICAN CENTY ETF TR | $42.65万 | 0.10% | 8,316 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $42.35万 | 0.10% | 3,886 | 78 | 2.0% | $8,500 | 加仓 |
| IYH | ISHARES TR | $42.15万 | 0.10% | 6,838 | 1 | 0.0% | $62 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $41.73万 | 0.10% | 6,217 | -74 | -1.2% | -$4,967 | 减仓 |
| PG | PROCTER & GAMBLE CO | $41.53万 | 0.10% | 2,875 | 42 | 1.5% | $6,066 | 加仓 |
| IYW | ISHARES TR | $40.89万 | 0.10% | 2,254 | -27 | -1.2% | -$4,898 | 减仓 |
| BAC | BANK AMERICA CORP | $40.76万 | 0.10% | 8,361 | 21 | 0.3% | $1,024 | 加仓 |
| ORCL | ORACLE CORP | $40.29万 | 0.10% | 2,739 | 60 | 2.2% | $8,827 | 加仓 |
| YUM | YUM BRANDS INC | $39.88万 | 0.10% | 2,565 | 3 | 0.1% | $466 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $39.71万 | 0.09% | 7,385 | 811 | 12.3% | $4.36万 | 加仓 |
| IVE | ISHARES TR | $39.17万 | 0.09% | 1,855 | 402 | 27.7% | $8.49万 | 加仓 |
| SGOV | ISHARES TR | $39.06万 | 0.09% | 3,880 | -11 | -0.3% | -$1,107 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $38.85万 | 0.09% | 8,600 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $38.48万 | 0.09% | 2,478 | 112 | 4.7% | $1.74万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $38.43万 | 0.09% | 18,583 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $38.29万 | 0.09% | 4,178 | -682 | -14.0% | -$6.25万 | 减仓 |
| — | ISHARES TR | $38.02万 | 0.09% | 13,500 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $37.14万 | 0.09% | 14,978 | 1,000 | 7.2% | $2.48万 | 加仓 |
| COP | CONOCOPHILLIPS | $36.72万 | 0.09% | 2,782 | 8 | 0.3% | $1,056 | 加仓 |
| CAT | CATERPILLAR INC | $36.70万 | 0.09% | 518 | 13 | 2.6% | $9,210 | 加仓 |
| BLK | BLACKROCK INC | $35.78万 | 0.09% | 372 | -6 | -1.6% | -$5,770 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $35.34万 | 0.08% | 7,349 | 254 | 3.6% | $1.22万 | 加仓 |
| UTWO | RBB FD INC | $35.00万 | 0.08% | 7,250 | -3,000 | -29.3% | -$14.48万 | 减仓 |
| ITA | ISHARES TR | $34.93万 | 0.08% | 1,597 | 265 | 19.9% | $5.80万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $33.78万 | 0.08% | 6,102 | 1,610 | 35.8% | $8.91万 | 加仓 |
| AON | AON PLC | $33.77万 | 0.08% | 1,046 | -7 | -0.7% | -$2,260 | 减仓 |
| IREN | IREN LIMITED | $32.63万 | 0.08% | 9,519 | -2,981 | -23.8% | -$10.22万 | 减仓 |
| KO | COCA COLA CO | $32.50万 | 0.08% | 4,273 | -86 | -2.0% | -$6,540 | 减仓 |
| SMH | VANECK ETF TRUST | $32.44万 | 0.08% | 846 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $32.27万 | 0.08% | 3,044 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $32.10万 | 0.08% | 11,433 | 244 | 2.2% | $6,852 | 加仓 |
| COWZ | PACER FDS TR | $31.97万 | 0.08% | 5,110 | -158 | -3.0% | -$9,884 | 减仓 |
| INTC | INTEL CORP | $31.60万 | 0.08% | 7,162 | -21 | -0.3% | -$927 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $31.33万 | 0.07% | 8,422 | 8,422 | — | $31.33万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $31.27万 | 0.07% | 9,327 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $30.77万 | 0.07% | 1,339 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES TR | $30.54万 | 0.07% | 6,417 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $30.37万 | 0.07% | 5,612 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $30.18万 | 0.07% | 1,022 | 0 | 0.0% | — | 不变 |
| ONEZ | ELEVATION SERIES TRUST | $29.92万 | 0.07% | 11,950 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $29.73万 | 0.07% | 3,058 | 0 | 0.0% | — | 不变 |