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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -1,825 | -100.0% | -$33.62万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,375 | -100.0% | -$29.76万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -492 | -100.0% | -$28.51万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,912 | -100.0% | -$27.39万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -238 | -100.0% | -$25.48万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -2,643 | -100.0% | -$25.36万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -833 | -100.0% | -$24.67万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,322 | -100.0% | -$24.31万 | 清仓 |
| REZ | ISHARES TR | $0 | 0.00% | 0 | -2,884 | -100.0% | -$23.84万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -651 | -100.0% | -$21.32万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,815 | -100.0% | -$20.65万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -3,720 | -100.0% | -$20.46万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SKYX PLATFORMS CORP | $1.85万 | 0.00% | 16,545 | 0 | 0.0% | — | 不变 |
| — | ELECTROCORE INC | $6.03万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC | $7.38万 | 0.01% | 14,188 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $20.19万 | 0.03% | 2,038 | 2,038 | — | $20.19万 | 新建仓 |
| PWR | QUANTA SVCS INC | $20.20万 | 0.03% | 368 | 368 | — | $20.20万 | 新建仓 |
| ORCL | ORACLE CORP | $20.61万 | 0.03% | 1,401 | -78 | -5.3% | -$1.15万 | 减仓 |
| SLV | ISHARES SILVER TR | $20.67万 | 0.03% | 3,033 | 3,033 | — | $20.67万 | 新建仓 |
| — | MESOBLAST LTD | $21.27万 | 0.03% | 13,828 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $21.30万 | 0.03% | 850 | 850 | — | $21.30万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.36万 | 0.03% | 650 | -15 | -2.3% | -$4,929 | 减仓 |
| AOR | ISHARES TR | $21.50万 | 0.03% | 3,341 | -199 | -5.6% | -$1.28万 | 减仓 |
| GLDM | WORLD GOLD TR | $23.36万 | 0.03% | 2,520 | 108 | 4.5% | $1.00万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.06万 | 0.03% | 6,262 | 1,958 | 45.5% | $7.52万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $24.08万 | 0.03% | 269 | -27 | -9.1% | -$2.42万 | 减仓 |
| IEI | ISHARES TR | $24.16万 | 0.03% | 2,037 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $24.67万 | 0.03% | 1,251 | 1,251 | — | $24.67万 | 新建仓 |
| TJX | TJX COS INC NEW | $24.67万 | 0.03% | 1,545 | 1,545 | — | $24.67万 | 新建仓 |
| IWM | ISHARES TR | $24.87万 | 0.03% | 1,003 | 42 | 4.4% | $1.04万 | 加仓 |
| PGR | PROGRESSIVE CORP | $25.00万 | 0.03% | 1,261 | -124 | -9.0% | -$2.46万 | 减仓 |
| GEV | GE VERNOVA INC | $25.23万 | 0.04% | 289 | 289 | — | $25.23万 | 新建仓 |
| ABBV | ABBVIE INC | $25.25万 | 0.04% | 1,161 | -362 | -23.8% | -$7.87万 | 减仓 |
| ITA | ISHARES TR | $25.27万 | 0.04% | 1,155 | 82 | 7.6% | $1.79万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.53万 | 0.04% | 1,330 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.68万 | 0.04% | 760 | -18 | -2.3% | -$6,083 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $25.86万 | 0.04% | 379 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $26.40万 | 0.04% | 11,750 | 99 | 0.8% | $2,224 | 加仓 |
| BOND | PIMCO ETF TR | $27.35万 | 0.04% | 2,964 | 38 | 1.3% | $3,507 | 加仓 |
| VB | VANGUARD INDEX FDS | $27.81万 | 0.04% | 1,062 | 23 | 2.2% | $6,023 | 加仓 |
| WFC | WELLS FARGO & CO | $27.86万 | 0.04% | 3,499 | -602 | -14.7% | -$4.79万 | 减仓 |
| IAU | ISHARES GOLD TR | $27.96万 | 0.04% | 3,172 | 3,172 | — | $27.96万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $28.09万 | 0.04% | 2,536 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $28.38万 | 0.04% | 2,283 | 1 | 0.0% | $124 | 加仓 |
| TSLA | TESLA INC | $28.44万 | 0.04% | 765 | 138 | 22.0% | $5.13万 | 加仓 |
| IYR | ISHARES TR | $28.85万 | 0.04% | 3,051 | 3,051 | — | $28.85万 | 新建仓 |
| COWZ | PACER FDS TR | $29.00万 | 0.04% | 4,636 | 4,636 | — | $29.00万 | 新建仓 |
| CSCO | CISCO SYS INC | $31.38万 | 0.04% | 4,044 | -575 | -12.4% | -$4.46万 | 减仓 |
| SOXX | ISHARES TR | $31.77万 | 0.04% | 967 | 967 | — | $31.77万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $31.93万 | 0.04% | 3,376 | -87 | -2.5% | -$8,229 | 减仓 |
| RTX | RTX CORPORATION | $32.58万 | 0.05% | 1,689 | -505 | -23.0% | -$9.74万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.21万 | 0.05% | 797 | -56 | -6.6% | -$2.33万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.13万 | 0.05% | 403 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $34.32万 | 0.05% | 5,602 | -166 | -2.9% | -$1.02万 | 减仓 |
| CVX | CHEVRON CORPORATION | $34.50万 | 0.05% | 1,667 | -318 | -16.0% | -$6.58万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $35.93万 | 0.05% | 3,833 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $36.27万 | 0.05% | 4,769 | -355 | -6.9% | -$2.70万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $37.94万 | 0.05% | 12,367 | -31 | -0.3% | -$951 | 减仓 |
| IWR | ISHARES TR | $38.56万 | 0.05% | 3,966 | 52 | 1.3% | $5,056 | 加仓 |
| NFLX | NETFLIX INC. | $40.99万 | 0.06% | 4,263 | -519 | -10.9% | -$4.99万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $43.28万 | 0.06% | 16,881 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $44.18万 | 0.06% | 1,018 | 1,018 | — | $44.18万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.57万 | 0.06% | 930 | -311 | -25.1% | -$14.90万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $44.85万 | 0.06% | 4,828 | 3 | 0.1% | $279 | 加仓 |
| MUB | ISHARES TR | $45.25万 | 0.06% | 4,263 | -14 | -0.3% | -$1,486 | 减仓 |
| LLY | ELI LILLY & CO | $45.56万 | 0.06% | 495 | -93 | -15.8% | -$8.56万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $46.85万 | 0.07% | 938 | -316 | -25.2% | -$15.78万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $46.90万 | 0.07% | 9,267 | -1,821 | -16.4% | -$9.22万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $49.88万 | 0.07% | 17,910 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $50.36万 | 0.07% | 843 | 178 | 26.8% | $10.63万 | 加仓 |
| IYW | ISHARES TR | $55.01万 | 0.08% | 3,032 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $55.08万 | 0.08% | 2,529 | -429 | -14.5% | -$9.34万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $60.62万 | 0.08% | 608 | -138 | -18.5% | -$13.76万 | 减仓 |
| — | EXXON MOBIL CORP | $63.88万 | 0.09% | 3,765 | -739 | -16.4% | -$12.54万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $70.52万 | 0.10% | 3,781 | -23 | -0.6% | -$4,290 | 减仓 |
| VTI | VANGUARD INDEX FDS | $74.95万 | 0.10% | 2,336 | -156 | -6.3% | -$5.01万 | 减仓 |
| HD | HOME DEPOT INC | $77.30万 | 0.11% | 2,350 | 91 | 4.0% | $2.99万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $77.30万 | 0.11% | 5,716 | -1,116 | -16.3% | -$15.09万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $80.61万 | 0.11% | 10,454 | -146 | -1.4% | -$1.13万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $83.29万 | 0.12% | 8,315 | 3 | 0.0% | $301 | 加仓 |
| META | META PLATFORMS INC | $88.32万 | 0.12% | 1,544 | -163 | -9.5% | -$9.32万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $90.14万 | 0.13% | 4,423 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $91.45万 | 0.13% | 3,109 | -425 | -12.0% | -$12.50万 | 减仓 |
| GLD | SPDR GOLD TR | $93.16万 | 0.13% | 2,165 | -162 | -7.0% | -$6.97万 | 减仓 |
| SCZ | ISHARES TR | $99.21万 | 0.14% | 12,653 | -278 | -2.1% | -$2.18万 | 减仓 |
| GOOG | ALPHABET INC | $100.92万 | 0.14% | 3,518 | -705 | -16.7% | -$20.22万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $103.67万 | 0.14% | 25,346 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $106.60万 | 0.15% | 4,361 | -1,461 | -25.1% | -$35.71万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $109.71万 | 0.15% | 17,121 | 591 | 3.6% | $3.79万 | 加仓 |
| V | VISA INC | $116.16万 | 0.16% | 3,843 | -343 | -8.2% | -$10.37万 | 减仓 |
| AVGO | BROADCOM INC | $124.48万 | 0.17% | 4,022 | -161 | -3.8% | -$4.98万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $125.31万 | 0.17% | 7,494 | -167 | -2.2% | -$2.79万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $128.25万 | 0.18% | 8,660 | 69 | 0.8% | $1.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $133.42万 | 0.19% | 21,364 | -4,558 | -17.6% | -$28.46万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $133.73万 | 0.19% | 10,687 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $135.05万 | 0.19% | 23,868 | 3,923 | 19.7% | $22.20万 | 加仓 |
| EFV | ISHARES TR | $137.10万 | 0.19% | 18,440 | -634 | -3.3% | -$4.71万 | 减仓 |