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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $38.76万 | 0.05% | 4,769 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $38.52万 | 0.05% | 3,623 | -210 | -5.5% | -$2.23万 | 减仓 |
| MUB | ISHARES TR | $37.19万 | 0.05% | 3,456 | -807 | -18.9% | -$8.68万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $36.77万 | 0.05% | 3,370 | -6 | -0.2% | -$655 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.30万 | 0.05% | 760 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $36.21万 | 0.05% | 1,200 | 1,200 | — | $36.21万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $34.86万 | 0.04% | 302 | 302 | — | $34.86万 | 新建仓 |
| GEV | GE VERNOVA INC | $33.95万 | 0.04% | 289 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $33.87万 | 0.04% | 2,426 | 2,426 | — | $33.87万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $33.83万 | 0.04% | 2,539 | 3 | 0.1% | $400 | 加仓 |
| TSLA | TESLA INC | $32.81万 | 0.04% | 780 | 15 | 2.0% | $6,309 | 加仓 |
| VB | VANGUARD INDEX FDS | $32.00万 | 0.04% | 1,056 | -6 | -0.6% | -$1,818 | 减仓 |
| IYR | ISHARES TR | $31.20万 | 0.04% | 3,051 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $30.44万 | 0.04% | 2,053 | -230 | -10.1% | -$3.41万 | 减仓 |
| NFLX | NETFLIX INC. | $30.31万 | 0.04% | 4,245 | -18 | -0.4% | -$1,285 | 减仓 |
| IWM | ISHARES TR | $30.14万 | 0.04% | 1,003 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $30.02万 | 0.04% | 11,843 | 93 | 0.8% | $2,358 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $29.42万 | 0.04% | 5,540 | -62 | -1.1% | -$3,293 | 减仓 |
| WFC | WELLS FARGO & CO | $28.89万 | 0.04% | 3,496 | -3 | -0.1% | -$248 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $28.84万 | 0.04% | 1,688 | 1,688 | — | $28.84万 | 新建仓 |
| COWZ | PACER FDS TR | $28.84万 | 0.04% | 4,636 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $28.46万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.30万 | 0.04% | 1,330 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $28.04万 | 0.04% | 1,114 | -47 | -4.0% | -$1.18万 | 减仓 |
| ITA | ISHARES TR | $28.01万 | 0.04% | 1,155 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $27.67万 | 0.04% | 3,001 | 37 | 1.2% | $3,412 | 加仓 |
| PGR | PROGRESSIVE CORP | $27.46万 | 0.03% | 1,257 | -4 | -0.3% | -$874 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $26.31万 | 0.03% | 269 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $25.77万 | 0.03% | 242 | 242 | — | $25.77万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.25万 | 0.03% | 848 | 848 | — | $25.25万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $25.24万 | 0.03% | 2,112 | 2,112 | — | $25.24万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $24.40万 | 0.03% | 1,472 | -195 | -11.7% | -$3.23万 | 减仓 |
| IAU | ISHARES GOLD TR | $23.95万 | 0.03% | 3,172 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $23.92万 | 0.03% | 2,037 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $23.72万 | 0.03% | 1,251 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $23.41万 | 0.03% | 1,545 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $23.33万 | 0.03% | 3,357 | 16 | 0.5% | $1,112 | 加仓 |
| ETN | EATON CORP PLC | $22.84万 | 0.03% | 536 | -210 | -28.2% | -$8.95万 | 重新持有 |
| GE | GE AEROSPACE | $22.28万 | 0.03% | 596 | -67 | -10.1% | -$2.50万 | 重新持有 |
| XBI | SPDR SERIES TRUST | $21.44万 | 0.03% | 1,355 | 1,355 | — | $21.44万 | 新建仓 |
| ITB | ISHARES TR | $21.07万 | 0.03% | 2,016 | 2,016 | — | $21.07万 | 新建仓 |
| SYK | STRYKER CORPORATION | $20.37万 | 0.03% | 647 | -3 | -0.5% | -$945 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.29万 | 0.03% | 824 | -236 | -22.3% | -$5.81万 | 重新持有 |
| ORCL | ORACLE CORP | $20.03万 | 0.03% | 1,367 | -34 | -2.4% | -$4,983 | 减仓 |
| — | MESOBLAST LTD | $13.53万 | 0.02% | 10,000 | -3,828 | -27.7% | -$5.18万 | 减仓 |
| — | ELECTROCORE INC | $8.64万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC | $7.68万 | 0.01% | 14,188 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $7,140 | 0.00% | 100 | 100 | — | $7,140 | 新建仓 |
| 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 |