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 |
|---|---|---|---|---|---|---|---|---|
| COMT | ISHARES U S ETF TR | $25.62万 | 0.15% | 7,579 | 7,579 | — | $25.62万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $25.45万 | 0.15% | 1,396 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $25.23万 | 0.14% | 2,276 | -1,437 | -38.7% | -$15.93万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $24.98万 | 0.14% | 1,150 | -14 | -1.2% | -$3,042 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.32万 | 0.13% | 690 | -28 | -3.9% | -$9,463 | 重新持有 |
| IUSG | ISHARES TR | $23.11万 | 0.13% | 1,490 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $21.78万 | 0.13% | 8,500 | 0 | 0.0% | — | 不变 |
| AVNM | AMERICAN CENTY ETF TR | $21.58万 | 0.12% | 2,833 | 2,833 | — | $21.58万 | 新建仓 |
| QLTA | ISHARES TR | $21.38万 | 0.12% | 4,493 | -1,140 | -20.2% | -$5.43万 | 减仓 |
| LLY | ELI LILLY & CO | $21.25万 | 0.12% | 231 | -8 | -3.3% | -$7,358 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $21.13万 | 0.12% | 3,012 | 175 | 6.2% | $1.23万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $21.08万 | 0.12% | 3,901 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -57,673 | -100.0% | -$262.13万 | 清仓 |
| JMBS | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -51,641 | -100.0% | -$235.95万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -4,541 | -100.0% | -$136.76万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -41,421 | -100.0% | -$121.28万 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -12,135 | -100.0% | -$81.83万 | 清仓 |
| UUP | INVESCO DB US DLR INDEX TR | $0 | 0.00% | 0 | -22,511 | -100.0% | -$60.85万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -5,608 | -100.0% | -$59.27万 | 清仓 |
| IXJ | ISHARES TR | $0 | 0.00% | 0 | -5,805 | -100.0% | -$56.54万 | 清仓 |
| ARTY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IETC | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,789 | -100.0% | -$48.65万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -6,352 | -100.0% | -$31.42万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,093 | -100.0% | -$30.28万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,246 | -100.0% | -$25.21万 | 清仓 |
| CORP | PIMCO ETF TR | $0 | 0.00% | 0 | -2,259 | -100.0% | -$22.10万 | 清仓 |
| FDIS | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,129 | -100.0% | -$21.75万 | 清仓 |
| PBFR | PGIM ROCK ETF TR | $0 | 0.00% | 0 | -7,021 | -100.0% | -$20.52万 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -4,100 | -100.0% | -$20.33万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -4,307 | -100.0% | -$20.05万 | 清仓 |