EHRLICH FINANCIAL GROUP
LAGUNA NIGUEL CA · SEC CIK 0002010632
$1.74亿2026Q1 申报市值
112持仓数
36.1%前十大占比 · 第一大 4.6%
18 / 17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
VOOV 新建仓+$788.91万
CORO 新建仓+$759.37万
VOOG 新建仓+$695.52万
SHLD 加仓+$242.32万
IDEV 新建仓+$217.86万
2026Q1 卖出最多 按季末市值估算
IVE 减仓-$797.33万
IVW 减仓-$742.19万
OEF 减仓-$448.95万
IQLT 清仓-$262.13万
SPEM 减仓-$237.00万
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 |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | $203.06万 | 1.17% | 21,276 | 21,276 | — | $203.06万 | 新建仓 |
| BIDD | BLACKROCK ETF TRUST | $214.16万 | 1.23% | 75,328 | -5,376 | -6.7% | -$15.28万 | 减仓 |
| SHV | ISHARES TR | $214.66万 | 1.23% | 19,446 | 4,340 | 28.7% | $47.91万 | 加仓 |
| IDEV | ISHARES TR | $217.86万 | 1.25% | 26,069 | 26,069 | — | $217.86万 | 新建仓 |
| EFV | ISHARES TR | $229.41万 | 1.32% | 30,855 | -21,793 | -41.4% | -$162.03万 | 减仓 |
| PYLD | PIMCO ETF TR | $254.06万 | 1.46% | 96,968 | 5,200 | 5.7% | $13.62万 | 加仓 |
| QUAL | ISHARES TR | $259.07万 | 1.49% | 13,507 | 7,624 | 129.6% | $146.23万 | 加仓 |
| OEF | ISHARES TR | $268.53万 | 1.54% | 8,442 | -14,114 | -62.6% | -$448.95万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $270.20万 | 1.55% | 58,919 | -3,718 | -5.9% | -$17.05万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $270.73万 | 1.56% | 56,343 | 1,915 | 3.5% | $9.20万 | 加仓 |
| IAU | ISHARES GOLD TR | $272.93万 | 1.57% | 30,958 | -24,502 | -44.2% | -$216.01万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $284.50万 | 1.63% | 99,266 | 48,328 | 94.9% | $138.51万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $294.40万 | 1.69% | 131,490 | 3,834 | 3.0% | $8.58万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $299.29万 | 1.72% | 52,804 | -3,294 | -5.9% | -$18.67万 | 减仓 |
| IVE | ISHARES TR | $300.87万 | 1.73% | 14,249 | -37,761 | -72.6% | -$797.33万 | 减仓 |
| MTUM | ISHARES TR | $332.38万 | 1.91% | 13,850 | 544 | 4.1% | $13.06万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $335.22万 | 1.93% | 64,552 | -5,809 | -8.3% | -$30.17万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $339.66万 | 1.95% | 55,392 | 2,546 | 4.8% | $15.61万 | 加仓 |
| CMF | ISHARES TR | $389.68万 | 2.24% | 68,533 | -371 | -0.5% | -$2.11万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $408.61万 | 2.35% | 112,812 | 8,757 | 8.4% | $31.72万 | 加仓 |
| IVW | ISHARES TR | $443.99万 | 2.55% | 39,253 | -65,617 | -62.6% | -$742.19万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $444.03万 | 2.55% | 20,647 | 3,320 | 19.2% | $71.40万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $449.61万 | 2.58% | 95,844 | -50,523 | -34.5% | -$237.00万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $515.89万 | 2.96% | 38,818 | 425 | 1.1% | $5.65万 | 加仓 |
| SHLD | GLOBAL X FDS | $585.64万 | 3.37% | 82,671 | 34,206 | 70.6% | $242.32万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $695.52万 | 4.00% | 17,060 | 17,060 | — | $695.52万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $759.37万 | 4.36% | 236,174 | 236,174 | — | $759.37万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $787.79万 | 4.53% | 135,406 | -21,391 | -13.6% | -$124.45万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $788.91万 | 4.53% | 38,712 | 38,712 | — | $788.91万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $804.17万 | 4.62% | 72,330 | 6,499 | 9.9% | $72.26万 | 加仓 |