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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $34.50万 | 0.05% | 1,667 | -318 | -16.0% | -$6.58万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $34.32万 | 0.05% | 5,602 | -166 | -2.9% | -$1.02万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.13万 | 0.05% | 403 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $33.21万 | 0.05% | 797 | -56 | -6.6% | -$2.33万 | 减仓 |
| RTX | RTX CORPORATION | $32.58万 | 0.05% | 1,689 | -505 | -23.0% | -$9.74万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $31.93万 | 0.04% | 3,376 | -87 | -2.5% | -$8,229 | 减仓 |
| SOXX | ISHARES TR | $31.77万 | 0.04% | 967 | 967 | — | $31.77万 | 新建仓 |
| CSCO | CISCO SYS INC | $31.38万 | 0.04% | 4,044 | -575 | -12.4% | -$4.46万 | 减仓 |
| COWZ | PACER FDS TR | $29.00万 | 0.04% | 4,636 | 4,636 | — | $29.00万 | 新建仓 |
| IYR | ISHARES TR | $28.85万 | 0.04% | 3,051 | 3,051 | — | $28.85万 | 新建仓 |
| TSLA | TESLA INC | $28.44万 | 0.04% | 765 | 138 | 22.0% | $5.13万 | 加仓 |
| IJR | ISHARES TR | $28.38万 | 0.04% | 2,283 | 1 | 0.0% | $124 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $28.09万 | 0.04% | 2,536 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $27.96万 | 0.04% | 3,172 | 3,172 | — | $27.96万 | 新建仓 |
| WFC | WELLS FARGO & CO | $27.86万 | 0.04% | 3,499 | -602 | -14.7% | -$4.79万 | 减仓 |
| VB | VANGUARD INDEX FDS | $27.81万 | 0.04% | 1,062 | 23 | 2.2% | $6,023 | 加仓 |
| BOND | PIMCO ETF TR | $27.35万 | 0.04% | 2,964 | 38 | 1.3% | $3,507 | 加仓 |
| KIM | KIMCO REALTY CORP | $26.40万 | 0.04% | 11,750 | 99 | 0.8% | $2,224 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $25.86万 | 0.04% | 379 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.68万 | 0.04% | 760 | -18 | -2.3% | -$6,083 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.53万 | 0.04% | 1,330 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $25.27万 | 0.04% | 1,155 | 82 | 7.6% | $1.79万 | 加仓 |
| ABBV | ABBVIE INC | $25.25万 | 0.04% | 1,161 | -362 | -23.8% | -$7.87万 | 减仓 |
| GEV | GE VERNOVA INC | $25.23万 | 0.04% | 289 | 289 | — | $25.23万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $25.00万 | 0.03% | 1,261 | -124 | -9.0% | -$2.46万 | 减仓 |
| IWM | ISHARES TR | $24.87万 | 0.03% | 1,003 | 42 | 4.4% | $1.04万 | 加仓 |
| TJX | TJX COS INC NEW | $24.67万 | 0.03% | 1,545 | 1,545 | — | $24.67万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $24.67万 | 0.03% | 1,251 | 1,251 | — | $24.67万 | 新建仓 |
| IEI | ISHARES TR | $24.16万 | 0.03% | 2,037 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $24.08万 | 0.03% | 269 | -27 | -9.1% | -$2.42万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.06万 | 0.03% | 6,262 | 1,958 | 45.5% | $7.52万 | 加仓 |
| GLDM | WORLD GOLD TR | $23.36万 | 0.03% | 2,520 | 108 | 4.5% | $1.00万 | 加仓 |
| AOR | ISHARES TR | $21.50万 | 0.03% | 3,341 | -199 | -5.6% | -$1.28万 | 减仓 |
| SYK | STRYKER CORPORATION | $21.36万 | 0.03% | 650 | -15 | -2.3% | -$4,929 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $21.30万 | 0.03% | 850 | 850 | — | $21.30万 | 新建仓 |
| — | MESOBLAST LTD | $21.27万 | 0.03% | 13,828 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $20.67万 | 0.03% | 3,033 | 3,033 | — | $20.67万 | 新建仓 |
| ORCL | ORACLE CORP | $20.61万 | 0.03% | 1,401 | -78 | -5.3% | -$1.15万 | 减仓 |
| PWR | QUANTA SVCS INC | $20.20万 | 0.03% | 368 | 368 | — | $20.20万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $20.19万 | 0.03% | 2,038 | 2,038 | — | $20.19万 | 新建仓 |
| ESRT | EMPIRE ST RLTY TR INC | $7.38万 | 0.01% | 14,188 | 0 | 0.0% | — | 不变 |
| — | ELECTROCORE INC | $6.03万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | SKYX PLATFORMS CORP | $1.85万 | 0.00% | 16,545 | 0 | 0.0% | — | 不变 |
| 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 |