EHRLICH FINANCIAL GROUP
LAGUNA NIGUEL CA · SEC CIK 0002010632
$1.94亿2026Q2 申报市值
119持仓数
41.2%前十大占比 · 第一大 8.4%
15 / 9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
AVUS 加仓+$710.01万
BAI 新建仓+$459.21万
SHV 加仓+$258.73万
IALT 新建仓+$253.45万
NUV 加仓+$222.86万
2026Q2 卖出最多 按季末市值估算
XLK 减仓-$519.44万
MTUM 减仓-$353.76万
JQUA 减仓-$330.88万
OEF 减仓-$232.91万
VO 清仓-$134.80万
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $27.49万 | 0.14% | 1,082 | 22 | 2.1% | $5,590 | 加仓 |
| IUSG | ISHARES TR | $26.67万 | 0.14% | 1,418 | -72 | -4.8% | -$1.35万 | 减仓 |
| ARTY | ISHARES TR | $26.44万 | 0.14% | 3,472 | -7,197 | -67.5% | -$54.81万 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $26.39万 | 0.14% | 1,670 | -104 | -5.9% | -$1.64万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $26.00万 | 0.13% | 3,244 | 232 | 7.7% | $1.86万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $25.86万 | 0.13% | 268 | 268 | — | $25.86万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $25.64万 | 0.13% | 5,149 | -16,496 | -76.2% | -$82.15万 | 减仓 |
| COMT | ISHARES U S ETF TR | $23.47万 | 0.12% | 7,728 | 149 | 2.0% | $4,525 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $23.46万 | 0.12% | 2,848 | 15 | 0.5% | $1,236 | 加仓 |
| — | ISHARES U S ETF TR | $23.43万 | 0.12% | 8,158 | 8,158 | — | $23.43万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.29万 | 0.12% | 3,901 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $21.89万 | 0.11% | 5,170 | 23 | 0.4% | $974 | 加仓 |
| SPAB | SPDR SERIES TRUST | $21.69万 | 0.11% | 8,500 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $21.47万 | 0.11% | 1,264 | 1,264 | — | $21.47万 | 新建仓 |
| GII | SPDR INDEX SHS FDS | $21.32万 | 0.11% | 2,816 | 2,816 | — | $21.32万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.94万 | 0.11% | 1,263 | 10 | 0.8% | $1,658 | 加仓 |
| CSCO | CISCO SYS INC | $20.64万 | 0.11% | 1,757 | 1,757 | — | $20.64万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.23万 | 0.10% | 679 | 679 | — | $20.23万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $20.22万 | 0.10% | 1,887 | -389 | -17.1% | -$4.17万 | 减仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -18,776 | -100.0% | -$134.80万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -12,339 | -100.0% | -$124.15万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -8,409 | -100.0% | -$84.69万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,784 | -100.0% | -$84.08万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -20,306 | -100.0% | -$77.95万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -1,807 | -100.0% | -$77.75万 | 清仓 |
| UFOX | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -10,704 | -100.0% | -$72.97万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,503 | -100.0% | -$30.68万 | 清仓 |
| QLTA | ISHARES TR | $0 | 0.00% | 0 | -4,493 | -100.0% | -$21.38万 | 清仓 |