TOBIAS FINANCIAL ADVISORS, INC.
Plantation FL · SEC CIK 0001802080
$7.18亿2026Q1 申报市值
143持仓数
56.9%前十大占比 · 第一大 14.9%
12 / 12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
SPAB 加仓+$701.48万
DFLV 加仓+$325.72万
BSV 加仓+$296.18万
DFIV 加仓+$229.88万
SUB 加仓+$171.40万
2026Q1 卖出最多 按季末市值估算
VUG 减仓-$198.30万
IVE 减仓-$116.58万
DWM 减仓-$95.43万
VIGI 减仓-$93.18万
MSFT 减仓-$72.29万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $139.71万 | 0.19% | 11,241 | -585 | -4.9% | -$7.27万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $148.81万 | 0.21% | 2,288 | -810 | -26.1% | -$52.68万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $150.34万 | 0.21% | 33,026 | -1,129 | -3.3% | -$5.14万 | 减仓 |
| GOOGL | ALPHABET INC | $153.88万 | 0.21% | 5,351 | -492 | -8.4% | -$14.15万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $154.76万 | 0.22% | 16,017 | -1,941 | -10.8% | -$18.75万 | 减仓 |
| IJS | ISHARES TR | $162.78万 | 0.23% | 13,743 | -15 | -0.1% | -$1,777 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $163.00万 | 0.23% | 3,519 | -51 | -1.4% | -$2.36万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $169.59万 | 0.24% | 13,467 | -2,750 | -17.0% | -$34.63万 | 减仓 |
| AOA | ISHARES TR | $180.74万 | 0.25% | 20,425 | 1,618 | 8.6% | $14.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $186.74万 | 0.26% | 5,045 | -1,953 | -27.9% | -$72.29万 | 减仓 |
| IVE | ISHARES TR | $191.26万 | 0.27% | 9,058 | -5,521 | -37.9% | -$116.58万 | 减仓 |
| IVV | ISHARES TR | $196.57万 | 0.27% | 3,009 | -321 | -9.6% | -$20.97万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $203.05万 | 0.28% | 9,346 | -539 | -5.5% | -$11.71万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $221.73万 | 0.31% | 7,336 | 283 | 4.0% | $8.55万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $224.92万 | 0.31% | 29,950 | 3,544 | 13.4% | $26.62万 | 加仓 |
| EFA | ISHARES TR | $259.52万 | 0.36% | 26,719 | -2,050 | -7.1% | -$19.91万 | 减仓 |
| DWM | WISDOMTREE TR | $273.55万 | 0.38% | 39,140 | -13,654 | -25.9% | -$95.43万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $280.13万 | 0.39% | 13,025 | -1,999 | -13.3% | -$42.99万 | 减仓 |
| AMZN | AMAZON COM INC | $290.31万 | 0.40% | 13,939 | -542 | -3.7% | -$11.29万 | 减仓 |
| IJT | ISHARES TR | $309.04万 | 0.43% | 21,356 | -2,519 | -10.6% | -$36.45万 | 减仓 |
| EEM | ISHARES TR | $320.10万 | 0.45% | 56,366 | -10,318 | -15.5% | -$58.60万 | 减仓 |
| IUSV | ISHARES TR | $326.24万 | 0.45% | 31,906 | -132 | -0.4% | -$1.35万 | 减仓 |
| IEFA | ISHARES TR | $332.70万 | 0.46% | 36,750 | 6,869 | 23.0% | $62.19万 | 加仓 |
| IWN | ISHARES TR | $338.30万 | 0.47% | 17,844 | -1,507 | -7.8% | -$28.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $346.39万 | 0.48% | 19,862 | -977 | -4.7% | -$17.04万 | 减仓 |
| IWD | ISHARES TR | $351.60万 | 0.49% | 16,455 | -692 | -4.0% | -$14.79万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $372.32万 | 0.52% | 42,089 | -10,533 | -20.0% | -$93.18万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $382.89万 | 0.53% | 90,669 | -8,389 | -8.5% | -$35.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $402.65万 | 0.56% | 20,522 | -1,130 | -5.2% | -$22.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $419.67万 | 0.58% | 7,271 | 66 | 0.9% | $3.81万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $476.73万 | 0.66% | 32,700 | 8,280 | 33.9% | $120.71万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $479.95万 | 0.67% | 102,313 | 33,386 | 48.4% | $156.61万 | 加仓 |
| DLN | WISDOMTREE TR | $548.61万 | 0.76% | 61,414 | -5,471 | -8.2% | -$48.87万 | 减仓 |
| AGG | ISHARES TR | $560.45万 | 0.78% | 56,457 | -597 | -1.0% | -$5.93万 | 减仓 |
| IVW | ISHARES TR | $575.01万 | 0.80% | 50,836 | -2,041 | -3.9% | -$23.09万 | 减仓 |
| AAPL | APPLE INC | $623.50万 | 0.87% | 24,568 | -2,016 | -7.6% | -$51.16万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $671.34万 | 0.93% | 183,477 | -6,958 | -3.7% | -$25.46万 | 减仓 |
| SUB | ISHARES TR | $755.54万 | 1.05% | 70,943 | 16,094 | 29.3% | $171.40万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $825.84万 | 1.15% | 84,347 | 3,891 | 4.8% | $38.10万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $989.81万 | 1.38% | 134,412 | 561 | 0.4% | $4.13万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $994.73万 | 1.38% | 205,269 | -4,440 | -2.1% | -$21.52万 | 减仓 |
| IWF | ISHARES TR | $1,089.36万 | 1.52% | 25,548 | -74 | -0.3% | -$3.16万 | 减仓 |
| IWO | ISHARES TR | $1,330.70万 | 1.85% | 42,405 | -1,044 | -2.4% | -$32.76万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,569.55万 | 2.19% | 447,931 | 33,339 | 8.0% | $116.82万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,663.21万 | 2.32% | 187,509 | 11,897 | 6.8% | $105.53万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,732.59万 | 2.41% | 305,680 | 16,423 | 5.7% | $93.09万 | 加仓 |
| QUAL | ISHARES TR | $2,027.39万 | 2.82% | 105,698 | 1,898 | 1.8% | $36.41万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2,073.19万 | 2.89% | 615,738 | 44,540 | 7.8% | $149.97万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,132.29万 | 2.97% | 394,503 | -4,559 | -1.1% | -$24.64万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,468.24万 | 3.44% | 691,191 | 91,213 | 15.2% | $325.72万 | 加仓 |
| IEMG | ISHARES INC | $2,795.88万 | 3.89% | 400,843 | 3,287 | 0.8% | $22.93万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,022.49万 | 4.21% | 69,198 | -4,540 | -6.2% | -$198.30万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $3,145.78万 | 4.38% | 596,017 | 43,555 | 7.9% | $229.88万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,692.11万 | 5.14% | 155,379 | -468 | -0.3% | -$11.12万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $3,871.76万 | 5.39% | 1,071,026 | 27,974 | 2.7% | $101.13万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $4,261.32万 | 5.93% | 543,467 | 37,773 | 7.5% | $296.18万 | 加仓 |
| IQLT | ISHARES TR | $4,752.06万 | 6.62% | 1,027,916 | -13,075 | -1.3% | -$60.45万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1.07亿 | 14.90% | 4,178,789 | 273,801 | 7.0% | $701.48万 | 加仓 |