TOBIAS FINANCIAL ADVISORS, INC.
Plantation FL · SEC CIK 0001802080
$7.87亿2026Q2 申报市值
148持仓数
56.9%前十大占比 · 第一大 14.4%
12 / 10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
SPAB 加仓+$636.31万
NVDA 加仓+$198.57万
BSV 加仓+$179.40万
IQLT 加仓+$166.13万
DFIS 加仓+$153.59万
2026Q2 卖出最多 按季末市值估算
QQQ 清仓-$419.67万
SUB 减仓-$126.14万
QQQM 减仓-$72.08万
JNJ 减仓-$53.21万
IWF 减仓-$46.55万
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 |
|---|---|---|---|---|---|---|---|---|
| SPAB | SPDR SERIES TRUST | $1.13亿 | 14.35% | 4,428,126 | 249,337 | 6.0% | $636.31万 | 加仓 |
| IQLT | ISHARES TR | $5,259.45万 | 6.68% | 1,061,444 | 33,528 | 3.3% | $166.13万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,635.44万 | 5.89% | 153,000 | -2,379 | -1.5% | -$72.08万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $4,413.55万 | 5.61% | 566,494 | 23,027 | 4.2% | $179.40万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $3,724.40万 | 4.73% | 1,079,223 | 8,197 | 0.8% | $28.29万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,567.87万 | 4.53% | 414,195 | -993 | -0.2% | -$8.55万 | 减仓 |
| IEMG | ISHARES INC | $3,348.02万 | 4.25% | 404,155 | 3,312 | 0.8% | $27.44万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3,299.00万 | 4.19% | 610,701 | 14,684 | 2.5% | $79.32万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,827.23万 | 3.59% | 715,031 | 23,840 | 3.4% | $94.26万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,411.30万 | 3.06% | 403,971 | 9,468 | 2.4% | $56.51万 | 加仓 |
| QUAL | ISHARES TR | $2,342.81万 | 2.98% | 106,768 | 1,070 | 1.0% | $23.48万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2,310.52万 | 2.93% | 659,583 | 43,845 | 7.1% | $153.59万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,834.32万 | 2.33% | 190,223 | 2,714 | 1.4% | $26.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,788.62万 | 2.27% | 461,103 | 13,172 | 2.9% | $51.09万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,751.90万 | 2.23% | 310,180 | 4,500 | 1.5% | $25.42万 | 加仓 |
| IWO | ISHARES TR | $1,680.48万 | 2.13% | 42,656 | 251 | 0.6% | $9.89万 | 加仓 |
| IWF | ISHARES TR | $1,222.37万 | 1.55% | 98,443 | -3,749 | -3.7% | -$46.55万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,106.74万 | 1.41% | 201,189 | -4,080 | -2.0% | -$22.44万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,044.37万 | 1.33% | 87,770 | 3,423 | 4.1% | $40.73万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $970.65万 | 1.23% | 132,223 | -2,189 | -1.6% | -$16.07万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $746.70万 | 0.95% | 183,600 | 123 | 0.1% | $5,002 | 加仓 |
| AAPL | APPLE INC | $709.18万 | 0.90% | 24,509 | -59 | -0.2% | -$1.71万 | 减仓 |
| IVW | ISHARES TR | $689.71万 | 0.88% | 50,150 | -686 | -1.3% | -$9.43万 | 减仓 |
| SUB | ISHARES TR | $629.20万 | 0.80% | 59,096 | -11,847 | -16.7% | -$126.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $595.99万 | 0.76% | 29,786 | 9,924 | 50.0% | $198.57万 | 加仓 |
| DLN | WISDOMTREE TR | $594.63万 | 0.76% | 61,735 | 321 | 0.5% | $3.09万 | 加仓 |
| AGG | ISHARES TR | $540.20万 | 0.69% | 54,577 | -1,880 | -3.3% | -$18.61万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $521.33万 | 0.66% | 100,682 | -1,631 | -1.6% | -$8.45万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $489.82万 | 0.62% | 31,747 | -953 | -2.9% | -$14.70万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $428.22万 | 0.54% | 19,650 | -872 | -4.2% | -$19.00万 | 减仓 |
| IWD | ISHARES TR | $395.65万 | 0.50% | 16,320 | -135 | -0.8% | -$3.27万 | 减仓 |
| IWN | ISHARES TR | $392.13万 | 0.50% | 17,727 | -117 | -0.7% | -$2.59万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $391.64万 | 0.50% | 89,497 | -1,172 | -1.3% | -$5.13万 | 减仓 |
| IJT | ISHARES TR | $379.20万 | 0.48% | 21,232 | -124 | -0.6% | -$2.21万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $370.57万 | 0.47% | 39,684 | -2,405 | -5.7% | -$22.46万 | 减仓 |
| EEM | ISHARES TR | $365.12万 | 0.46% | 53,373 | -2,993 | -5.3% | -$20.48万 | 减仓 |
| IEFA | ISHARES TR | $354.79万 | 0.45% | 36,735 | -15 | -0.0% | -$1,449 | 减仓 |
| IUSV | ISHARES TR | $351.44万 | 0.45% | 31,906 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $332.55万 | 0.42% | 13,953 | 14 | 0.1% | $3,337 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $307.74万 | 0.39% | 13,006 | -19 | -0.1% | -$4,496 | 减仓 |
| DWM | WISDOMTREE TR | $278.78万 | 0.35% | 38,077 | -1,063 | -2.7% | -$7.78万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $267.40万 | 0.34% | 7,312 | -24 | -0.3% | -$8,777 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $245.88万 | 0.31% | 29,359 | -591 | -2.0% | -$4.95万 | 减仓 |
| EFA | ISHARES TR | $238.22万 | 0.30% | 22,933 | -3,786 | -14.2% | -$39.33万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $226.84万 | 0.29% | 13,465 | -2 | -0.0% | -$337 | 减仓 |
| VBR | VANGUARD INDEX FDS | $223.93万 | 0.28% | 9,216 | -130 | -1.4% | -$3.16万 | 减仓 |
| AOA | ISHARES TR | $208.85万 | 0.27% | 21,399 | 974 | 4.8% | $9.51万 | 加仓 |
| IVE | ISHARES TR | $204.85万 | 0.26% | 9,022 | -36 | -0.4% | -$8,174 | 减仓 |
| IVV | ISHARES TR | $196.97万 | 0.25% | 2,630 | -379 | -12.6% | -$28.38万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $188.94万 | 0.24% | 15,860 | -157 | -1.0% | -$1.87万 | 减仓 |
| IJS | ISHARES TR | $187.32万 | 0.24% | 13,705 | -38 | -0.3% | -$5,194 | 减仓 |
| MSFT | MICROSOFT CORP | $186.52万 | 0.24% | 5,000 | -45 | -0.9% | -$1.68万 | 减仓 |
| GOOGL | ALPHABET INC | $184.09万 | 0.23% | 5,151 | -200 | -3.7% | -$7.15万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $183.62万 | 0.23% | 3,515 | -4 | -0.1% | -$2,090 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $164.68万 | 0.21% | 2,205 | -83 | -3.6% | -$6.20万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $154.96万 | 0.20% | 32,479 | -547 | -1.7% | -$2.61万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $151.64万 | 0.19% | 10,687 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $151.55万 | 0.19% | 4,012 | -10 | -0.2% | -$3,777 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $146.46万 | 0.19% | 7,494 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $143.27万 | 0.18% | 23,568 | -300 | -1.3% | -$1.82万 | 减仓 |
| EFV | ISHARES TR | $140.29万 | 0.18% | 18,326 | -114 | -0.6% | -$8,727 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $136.85万 | 0.17% | 8,660 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $136.52万 | 0.17% | 19,531 | -1,833 | -8.6% | -$12.81万 | 减仓 |
| V | VISA INC | $127.70万 | 0.16% | 3,722 | -121 | -3.1% | -$4.15万 | 减仓 |
| WMT | WALMART INC | $127.36万 | 0.16% | 11,245 | 4 | 0.0% | $453 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $124.96万 | 0.16% | 17,538 | 417 | 2.4% | $2.97万 | 加仓 |
| GOOG | ALPHABET INC | $121.94万 | 0.15% | 3,451 | -67 | -1.9% | -$2.37万 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $120.47万 | 0.15% | 25,346 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $104.03万 | 0.13% | 12,645 | -8 | -0.1% | -$658 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $101.74万 | 0.13% | 3,108 | -1 | -0.0% | -$327 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $100.69万 | 0.13% | 8,293 | -22 | -0.3% | -$2,671 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $93.30万 | 0.12% | 4,256 | -167 | -3.8% | -$3.66万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $88.81万 | 0.11% | 10,388 | -66 | -0.6% | -$5,642 | 减仓 |
| META | META PLATFORMS INC | $86.96万 | 0.11% | 1,544 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $86.56万 | 0.11% | 2,339 | 3 | 0.1% | $1,110 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $85.23万 | 0.11% | 3,811 | 30 | 0.8% | $6,709 | 加仓 |
| HD | HOME DEPOT INC | $82.93万 | 0.11% | 2,352 | 2 | 0.1% | $705 | 加仓 |
| GLD | SPDR GOLD TR | $79.75万 | 0.10% | 2,165 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $76.30万 | 0.10% | 3,025 | -7 | -0.2% | -$1,766 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $75.75万 | 0.10% | 5,716 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $67.91万 | 0.09% | 2,529 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $61.95万 | 0.08% | 967 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $58.04万 | 0.07% | 845 | 2 | 0.2% | $1,374 | 加仓 |
| LLY | ELI LILLY & CO | $57.85万 | 0.07% | 482 | -13 | -2.6% | -$1.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $57.55万 | 0.07% | 2,266 | -2,095 | -48.0% | -$53.21万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $55.70万 | 0.07% | 17,910 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $55.33万 | 0.07% | 591 | -17 | -2.8% | -$1.59万 | 减仓 |
| — | EXXON MOBIL CORP | $51.47万 | 0.07% | 3,765 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $49.57万 | 0.06% | 16,844 | -37 | -0.2% | -$1,089 | 减仓 |
| CSCO | CISCO SYS INC | $47.50万 | 0.06% | 4,044 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $47.29万 | 0.06% | 208 | 208 | — | $47.29万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $46.70万 | 0.06% | 9,235 | -32 | -0.3% | -$1,618 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.00万 | 0.06% | 919 | -11 | -1.2% | -$5,505 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $43.62万 | 0.06% | 683 | 683 | — | $43.62万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $42.21万 | 0.05% | 822 | -116 | -12.4% | -$5.96万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $41.88万 | 0.05% | 4,772 | -56 | -1.2% | -$4,915 | 减仓 |
| IWR | ISHARES TR | $41.06万 | 0.05% | 3,722 | -244 | -6.2% | -$2.69万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $40.81万 | 0.05% | 403 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $39.26万 | 0.05% | 12,382 | 15 | 0.1% | $476 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $39.17万 | 0.05% | 798 | 1 | 0.1% | $491 | 加仓 |