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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -7,271 | -100.0% | -$419.67万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -1,018 | -100.0% | -$44.18万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,689 | -100.0% | -$32.58万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -379 | -100.0% | -$25.86万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -6,262 | -100.0% | -$24.06万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,520 | -100.0% | -$23.36万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,033 | -100.0% | -$20.67万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -368 | -100.0% | -$20.20万 | 清仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $0 | 0.00% | 0 | -2,038 | -100.0% | -$20.19万 | 清仓 |
| — | SKYX PLATFORMS CORP | $0 | 0.00% | 0 | -16,545 | -100.0% | -$1.85万 | 清仓 |
| NFLX | NETFLIX INC. 看涨期权 | $7,140 | 0.00% | 100 | 100 | — | $7,140 | 新建仓 |
| ESRT | EMPIRE ST RLTY TR INC | $7.68万 | 0.01% | 14,188 | 0 | 0.0% | — | 不变 |
| — | ELECTROCORE INC | $8.64万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MESOBLAST LTD | $13.53万 | 0.02% | 10,000 | -3,828 | -27.7% | -$5.18万 | 减仓 |
| ORCL | ORACLE CORP | $20.03万 | 0.03% | 1,367 | -34 | -2.4% | -$4,983 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.29万 | 0.03% | 824 | -236 | -22.3% | -$5.81万 | 重新持有 |
| SYK | STRYKER CORPORATION | $20.37万 | 0.03% | 647 | -3 | -0.5% | -$945 | 减仓 |
| ITB | ISHARES TR | $21.07万 | 0.03% | 2,016 | 2,016 | — | $21.07万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $21.44万 | 0.03% | 1,355 | 1,355 | — | $21.44万 | 新建仓 |
| GE | GE AEROSPACE | $22.28万 | 0.03% | 596 | -67 | -10.1% | -$2.50万 | 重新持有 |
| ETN | EATON CORP PLC | $22.84万 | 0.03% | 536 | -210 | -28.2% | -$8.95万 | 重新持有 |
| AOR | ISHARES TR | $23.33万 | 0.03% | 3,357 | 16 | 0.5% | $1,112 | 加仓 |
| TJX | TJX COS INC NEW | $23.41万 | 0.03% | 1,545 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $23.72万 | 0.03% | 1,251 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $23.92万 | 0.03% | 2,037 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $23.95万 | 0.03% | 3,172 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $24.40万 | 0.03% | 1,472 | -195 | -11.7% | -$3.23万 | 减仓 |
| VGT | VANGUARD WORLD FD | $25.24万 | 0.03% | 2,112 | 2,112 | — | $25.24万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.25万 | 0.03% | 848 | 848 | — | $25.25万 | 新建仓 |
| CAT | CATERPILLAR INC | $25.77万 | 0.03% | 242 | 242 | — | $25.77万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $26.31万 | 0.03% | 269 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $27.46万 | 0.03% | 1,257 | -4 | -0.3% | -$874 | 减仓 |
| BOND | PIMCO ETF TR | $27.67万 | 0.04% | 3,001 | 37 | 1.2% | $3,412 | 加仓 |
| ITA | ISHARES TR | $28.01万 | 0.04% | 1,155 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $28.04万 | 0.04% | 1,114 | -47 | -4.0% | -$1.18万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.30万 | 0.04% | 1,330 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $28.46万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $28.84万 | 0.04% | 4,636 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $28.84万 | 0.04% | 1,688 | 1,688 | — | $28.84万 | 新建仓 |
| WFC | WELLS FARGO & CO | $28.89万 | 0.04% | 3,496 | -3 | -0.1% | -$248 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $29.42万 | 0.04% | 5,540 | -62 | -1.1% | -$3,293 | 减仓 |
| KIM | KIMCO REALTY CORP | $30.02万 | 0.04% | 11,843 | 93 | 0.8% | $2,358 | 加仓 |
| IWM | ISHARES TR | $30.14万 | 0.04% | 1,003 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $30.31万 | 0.04% | 4,245 | -18 | -0.4% | -$1,285 | 减仓 |
| IJR | ISHARES TR | $30.44万 | 0.04% | 2,053 | -230 | -10.1% | -$3.41万 | 减仓 |
| IYR | ISHARES TR | $31.20万 | 0.04% | 3,051 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $32.00万 | 0.04% | 1,056 | -6 | -0.6% | -$1,818 | 减仓 |
| TSLA | TESLA INC | $32.81万 | 0.04% | 780 | 15 | 2.0% | $6,309 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $33.83万 | 0.04% | 2,539 | 3 | 0.1% | $400 | 加仓 |
| INTC | INTEL CORP | $33.87万 | 0.04% | 2,426 | 2,426 | — | $33.87万 | 新建仓 |
| GEV | GE VERNOVA INC | $33.95万 | 0.04% | 289 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $34.86万 | 0.04% | 302 | 302 | — | $34.86万 | 新建仓 |
| KLAC | KLA CORP | $36.21万 | 0.05% | 1,200 | 1,200 | — | $36.21万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.30万 | 0.05% | 760 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $36.77万 | 0.05% | 3,370 | -6 | -0.2% | -$655 | 减仓 |
| MUB | ISHARES TR | $37.19万 | 0.05% | 3,456 | -807 | -18.9% | -$8.68万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $38.52万 | 0.05% | 3,623 | -210 | -5.5% | -$2.23万 | 减仓 |
| KO | COCA COLA CO | $38.76万 | 0.05% | 4,769 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $39.17万 | 0.05% | 798 | 1 | 0.1% | $491 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $39.26万 | 0.05% | 12,382 | 15 | 0.1% | $476 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $40.81万 | 0.05% | 403 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $41.06万 | 0.05% | 3,722 | -244 | -6.2% | -$2.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $41.88万 | 0.05% | 4,772 | -56 | -1.2% | -$4,915 | 减仓 |
| MA | MASTERCARD INCORPORATED | $42.21万 | 0.05% | 822 | -116 | -12.4% | -$5.96万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $43.62万 | 0.06% | 683 | 683 | — | $43.62万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.00万 | 0.06% | 919 | -11 | -1.2% | -$5,505 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $46.70万 | 0.06% | 9,235 | -32 | -0.3% | -$1,618 | 减仓 |
| SNDK | SANDISK CORP | $47.29万 | 0.06% | 208 | 208 | — | $47.29万 | 新建仓 |
| CSCO | CISCO SYS INC | $47.50万 | 0.06% | 4,044 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $49.57万 | 0.06% | 16,844 | -37 | -0.2% | -$1,089 | 减仓 |
| — | EXXON MOBIL CORP | $51.47万 | 0.07% | 3,765 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $55.33万 | 0.07% | 591 | -17 | -2.8% | -$1.59万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $55.70万 | 0.07% | 17,910 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $57.55万 | 0.07% | 2,266 | -2,095 | -48.0% | -$53.21万 | 减仓 |
| LLY | ELI LILLY & CO | $57.85万 | 0.07% | 482 | -13 | -2.6% | -$1.56万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $58.04万 | 0.07% | 845 | 2 | 0.2% | $1,374 | 加仓 |
| SOXX | ISHARES TR | $61.95万 | 0.08% | 967 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $67.91万 | 0.09% | 2,529 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $75.75万 | 0.10% | 5,716 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $76.30万 | 0.10% | 3,025 | -7 | -0.2% | -$1,766 | 减仓 |
| GLD | SPDR GOLD TR | $79.75万 | 0.10% | 2,165 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $82.93万 | 0.11% | 2,352 | 2 | 0.1% | $705 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $85.23万 | 0.11% | 3,811 | 30 | 0.8% | $6,709 | 加仓 |
| VTI | VANGUARD INDEX FDS | $86.56万 | 0.11% | 2,339 | 3 | 0.1% | $1,110 | 加仓 |
| META | META PLATFORMS INC | $86.96万 | 0.11% | 1,544 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $88.81万 | 0.11% | 10,388 | -66 | -0.6% | -$5,642 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $93.30万 | 0.12% | 4,256 | -167 | -3.8% | -$3.66万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $100.69万 | 0.13% | 8,293 | -22 | -0.3% | -$2,671 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $101.74万 | 0.13% | 3,108 | -1 | -0.0% | -$327 | 减仓 |
| SCZ | ISHARES TR | $104.03万 | 0.13% | 12,645 | -8 | -0.1% | -$658 | 减仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $120.47万 | 0.15% | 25,346 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $121.94万 | 0.15% | 3,451 | -67 | -1.9% | -$2.37万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $124.96万 | 0.16% | 17,538 | 417 | 2.4% | $2.97万 | 加仓 |
| WMT | WALMART INC | $127.36万 | 0.16% | 11,245 | 4 | 0.0% | $453 | 加仓 |
| V | VISA INC | $127.70万 | 0.16% | 3,722 | -121 | -3.1% | -$4.15万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $136.52万 | 0.17% | 19,531 | -1,833 | -8.6% | -$12.81万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $136.85万 | 0.17% | 8,660 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $140.29万 | 0.18% | 18,326 | -114 | -0.6% | -$8,727 | 减仓 |
| SPYV | SPDR SERIES TRUST | $143.27万 | 0.18% | 23,568 | -300 | -1.3% | -$1.82万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $146.46万 | 0.19% | 7,494 | 0 | 0.0% | — | 不变 |