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 |
|---|---|---|---|---|---|---|---|---|
| SPAB | SPDR SERIES TRUST | $1.07亿 | 14.90% | 4,178,789 | 273,801 | 7.0% | $701.48万 | 加仓 |
| IQLT | ISHARES TR | $4,752.06万 | 6.62% | 1,027,916 | -13,075 | -1.3% | -$60.45万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $4,261.32万 | 5.93% | 543,467 | 37,773 | 7.5% | $296.18万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $3,871.76万 | 5.39% | 1,071,026 | 27,974 | 2.7% | $101.13万 | 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 |
| DFIV | DIMENSIONAL ETF TRUST | $3,145.78万 | 4.38% | 596,017 | 43,555 | 7.9% | $229.88万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,022.49万 | 4.21% | 69,198 | -4,540 | -6.2% | -$198.30万 | 减仓 |
| IEMG | ISHARES INC | $2,795.88万 | 3.89% | 400,843 | 3,287 | 0.8% | $22.93万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,468.24万 | 3.44% | 691,191 | 91,213 | 15.2% | $325.72万 | 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 |
| DFIS | DIMENSIONAL ETF TRUST | $2,073.19万 | 2.89% | 615,738 | 44,540 | 7.8% | $149.97万 | 加仓 |
| QUAL | ISHARES TR | $2,027.39万 | 2.82% | 105,698 | 1,898 | 1.8% | $36.41万 | 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 |
| VNQ | VANGUARD INDEX FDS | $1,663.21万 | 2.32% | 187,509 | 11,897 | 6.8% | $105.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,569.55万 | 2.19% | 447,931 | 33,339 | 8.0% | $116.82万 | 加仓 |
| IWO | ISHARES TR | $1,330.70万 | 1.85% | 42,405 | -1,044 | -2.4% | -$32.76万 | 减仓 |
| IWF | ISHARES TR | $1,089.36万 | 1.52% | 25,548 | -74 | -0.3% | -$3.16万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $994.73万 | 1.38% | 205,269 | -4,440 | -2.1% | -$21.52万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $989.81万 | 1.38% | 134,412 | 561 | 0.4% | $4.13万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $825.84万 | 1.15% | 84,347 | 3,891 | 4.8% | $38.10万 | 加仓 |
| SUB | ISHARES TR | $755.54万 | 1.05% | 70,943 | 16,094 | 29.3% | $171.40万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $671.34万 | 0.93% | 183,477 | -6,958 | -3.7% | -$25.46万 | 减仓 |
| AAPL | APPLE INC | $623.50万 | 0.87% | 24,568 | -2,016 | -7.6% | -$51.16万 | 减仓 |
| IVW | ISHARES TR | $575.01万 | 0.80% | 50,836 | -2,041 | -3.9% | -$23.09万 | 减仓 |
| AGG | ISHARES TR | $560.45万 | 0.78% | 56,457 | -597 | -1.0% | -$5.93万 | 减仓 |
| DLN | WISDOMTREE TR | $548.61万 | 0.76% | 61,414 | -5,471 | -8.2% | -$48.87万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $479.95万 | 0.67% | 102,313 | 33,386 | 48.4% | $156.61万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $476.73万 | 0.66% | 32,700 | 8,280 | 33.9% | $120.71万 | 加仓 |
| QQQ | INVESCO QQQ TR | $419.67万 | 0.58% | 7,271 | 66 | 0.9% | $3.81万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $402.65万 | 0.56% | 20,522 | -1,130 | -5.2% | -$22.17万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $382.89万 | 0.53% | 90,669 | -8,389 | -8.5% | -$35.43万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $372.32万 | 0.52% | 42,089 | -10,533 | -20.0% | -$93.18万 | 减仓 |
| IWD | ISHARES TR | $351.60万 | 0.49% | 16,455 | -692 | -4.0% | -$14.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $346.39万 | 0.48% | 19,862 | -977 | -4.7% | -$17.04万 | 减仓 |
| IWN | ISHARES TR | $338.30万 | 0.47% | 17,844 | -1,507 | -7.8% | -$28.57万 | 减仓 |
| IEFA | ISHARES TR | $332.70万 | 0.46% | 36,750 | 6,869 | 23.0% | $62.19万 | 加仓 |
| IUSV | ISHARES TR | $326.24万 | 0.45% | 31,906 | -132 | -0.4% | -$1.35万 | 减仓 |
| EEM | ISHARES TR | $320.10万 | 0.45% | 56,366 | -10,318 | -15.5% | -$58.60万 | 减仓 |
| IJT | ISHARES TR | $309.04万 | 0.43% | 21,356 | -2,519 | -10.6% | -$36.45万 | 减仓 |
| AMZN | AMAZON COM INC | $290.31万 | 0.40% | 13,939 | -542 | -3.7% | -$11.29万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $280.13万 | 0.39% | 13,025 | -1,999 | -13.3% | -$42.99万 | 减仓 |
| DWM | WISDOMTREE TR | $273.55万 | 0.38% | 39,140 | -13,654 | -25.9% | -$95.43万 | 减仓 |
| EFA | ISHARES TR | $259.52万 | 0.36% | 26,719 | -2,050 | -7.1% | -$19.91万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $224.92万 | 0.31% | 29,950 | 3,544 | 13.4% | $26.62万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $221.73万 | 0.31% | 7,336 | 283 | 4.0% | $8.55万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $203.05万 | 0.28% | 9,346 | -539 | -5.5% | -$11.71万 | 减仓 |
| IVV | ISHARES TR | $196.57万 | 0.27% | 3,009 | -321 | -9.6% | -$20.97万 | 减仓 |
| IVE | ISHARES TR | $191.26万 | 0.27% | 9,058 | -5,521 | -37.9% | -$116.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $186.74万 | 0.26% | 5,045 | -1,953 | -27.9% | -$72.29万 | 减仓 |
| AOA | ISHARES TR | $180.74万 | 0.25% | 20,425 | 1,618 | 8.6% | $14.32万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $169.59万 | 0.24% | 13,467 | -2,750 | -17.0% | -$34.63万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $163.00万 | 0.23% | 3,519 | -51 | -1.4% | -$2.36万 | 减仓 |
| IJS | ISHARES TR | $162.78万 | 0.23% | 13,743 | -15 | -0.1% | -$1,777 | 减仓 |
| SLYG | SPDR SERIES TRUST | $154.76万 | 0.22% | 16,017 | -1,941 | -10.8% | -$18.75万 | 减仓 |
| GOOGL | ALPHABET INC | $153.88万 | 0.21% | 5,351 | -492 | -8.4% | -$14.15万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $150.34万 | 0.21% | 33,026 | -1,129 | -3.3% | -$5.14万 | 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 |
| WMT | WALMART INC | $139.71万 | 0.19% | 11,241 | -585 | -4.9% | -$7.27万 | 减仓 |
| EFV | ISHARES TR | $137.10万 | 0.19% | 18,440 | -634 | -3.3% | -$4.71万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $135.05万 | 0.19% | 23,868 | 3,923 | 19.7% | $22.20万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $133.73万 | 0.19% | 10,687 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $133.42万 | 0.19% | 21,364 | -4,558 | -17.6% | -$28.46万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $128.25万 | 0.18% | 8,660 | 69 | 0.8% | $1.02万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $125.31万 | 0.17% | 7,494 | -167 | -2.2% | -$2.79万 | 减仓 |
| AVGO | BROADCOM INC | $124.48万 | 0.17% | 4,022 | -161 | -3.8% | -$4.98万 | 减仓 |
| V | VISA INC | $116.16万 | 0.16% | 3,843 | -343 | -8.2% | -$10.37万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $109.71万 | 0.15% | 17,121 | 591 | 3.6% | $3.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $106.60万 | 0.15% | 4,361 | -1,461 | -25.1% | -$35.71万 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $103.67万 | 0.14% | 25,346 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $100.92万 | 0.14% | 3,518 | -705 | -16.7% | -$20.22万 | 减仓 |
| SCZ | ISHARES TR | $99.21万 | 0.14% | 12,653 | -278 | -2.1% | -$2.18万 | 减仓 |
| GLD | SPDR GOLD TR | $93.16万 | 0.13% | 2,165 | -162 | -7.0% | -$6.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $91.45万 | 0.13% | 3,109 | -425 | -12.0% | -$12.50万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $90.14万 | 0.13% | 4,423 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $88.32万 | 0.12% | 1,544 | -163 | -9.5% | -$9.32万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $83.29万 | 0.12% | 8,315 | 3 | 0.0% | $301 | 加仓 |
| VXUS | VANGUARD STAR FDS | $80.61万 | 0.11% | 10,454 | -146 | -1.4% | -$1.13万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $77.30万 | 0.11% | 5,716 | -1,116 | -16.3% | -$15.09万 | 减仓 |
| HD | HOME DEPOT INC | $77.30万 | 0.11% | 2,350 | 91 | 4.0% | $2.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $74.95万 | 0.10% | 2,336 | -156 | -6.3% | -$5.01万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $70.52万 | 0.10% | 3,781 | -23 | -0.6% | -$4,290 | 减仓 |
| — | EXXON MOBIL CORP | $63.88万 | 0.09% | 3,765 | -739 | -16.4% | -$12.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $60.62万 | 0.08% | 608 | -138 | -18.5% | -$13.76万 | 减仓 |
| AIZ | ASSURANT INC | $55.08万 | 0.08% | 2,529 | -429 | -14.5% | -$9.34万 | 减仓 |
| IYW | ISHARES TR | $55.01万 | 0.08% | 3,032 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $50.36万 | 0.07% | 843 | 178 | 26.8% | $10.63万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $49.88万 | 0.07% | 17,910 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $46.90万 | 0.07% | 9,267 | -1,821 | -16.4% | -$9.22万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $46.85万 | 0.07% | 938 | -316 | -25.2% | -$15.78万 | 减仓 |
| LLY | ELI LILLY & CO | $45.56万 | 0.06% | 495 | -93 | -15.8% | -$8.56万 | 减仓 |
| MUB | ISHARES TR | $45.25万 | 0.06% | 4,263 | -14 | -0.3% | -$1,486 | 减仓 |
| NEE | NEXTERA ENERGY INC | $44.85万 | 0.06% | 4,828 | 3 | 0.1% | $279 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.57万 | 0.06% | 930 | -311 | -25.1% | -$14.90万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $44.18万 | 0.06% | 1,018 | 1,018 | — | $44.18万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $43.28万 | 0.06% | 16,881 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $40.99万 | 0.06% | 4,263 | -519 | -10.9% | -$4.99万 | 减仓 |
| IWR | ISHARES TR | $38.56万 | 0.05% | 3,966 | 52 | 1.3% | $5,056 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $37.94万 | 0.05% | 12,367 | -31 | -0.3% | -$951 | 减仓 |
| KO | COCA COLA CO | $36.27万 | 0.05% | 4,769 | -355 | -6.9% | -$2.70万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $35.93万 | 0.05% | 3,833 | 0 | 0.0% | — | 不变 |